Nations Financial Group Inc, /Ia/
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 23, 2024), Nations Financial Group Inc, /Ia/ reported 621 stock positions worth $1.2 billion. Its top holding was Berkshire Hathaway Class B (BRK.B) at 3.2% of the portfolio, followed by Microsoft (MSFT, 2.8%) and Apple (AAPL, 2.7%). Compared with Q4 2023, it opened 40 new positions, sold out of 38, added to 295 and reduced 235. The biggest buy was Eli Lilly (LLY, shares +206%) and the biggest sale Apple (AAPL, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- CEDAR RAPIDS, IA
- CIK
- 0001109767
- Portfolio Value
- $1.2B (Q1 2024)
- SEC Filing
- 0001376474-24-000202 ↗ filed Apr 23, 2024
Holdings Value
Holdings 621 stocks · $1.2B
| BRK.B Berkshire Hathaway Inc. Class B | 3.23% | 91,096 | $38.3M | Reduce -4.3% |
| MSFT Microsoft Corp. | 2.77% | 78,165 | $32.9M | Reduce -5.8% |
| AAPL Apple Inc. | 2.70% | 186,986 | $32.1M | Reduce -3.5% |
| IJH iShares Core S&P Midcap ETF | 2.19% | 428,352 | $26.0M | Add +2.4% |
| NVDA Nvidia Corp. | 1.89% | 24,900 | $22.5M | Reduce -7.4% |
| IWV iShares Russell 3000 ETF | 1.78% | 70,460 | $21.1M | Reduce -1.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.60% | 42,727 | $19.0M | Add +1.5% |
| VYM Vanguard High DVD Yield ETF | 1.51% | 148,704 | $18.0M | Reduce -3.3% |
| SCHD Schwab US DVD Equity ETF | 1.35% | 198,235 | $16.0M | Add +2.6% |
| AMZN Amazon.com Inc. | 1.26% | 82,735 | $14.9M | Reduce -3.5% |
| XLK SS Technology Select Sector | 1.24% | 70,685 | $14.7M | Add +1.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.24% | 58,911 | $14.7M | Reduce -4.6% |
| IJR iShares Core S&P Small-Cap E | 1.12% | 119,867 | $13.2M | Add +10.1% |
| XOM Exxon Mobil Corp. | 1.08% | 109,926 | $12.8M | Reduce -5.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.99% | 22,472 | $11.8M | Add +2.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.98% | 71,431 | $11.6M | Add +0.8% |
| JPM JPMorgan Chase & Co. | 0.96% | 56,670 | $11.4M | Add +13.1% |
| COST Costco Wholesale Corp. | 0.92% | 14,902 | $10.9M | Add +0.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.91% | 31,534 | $10.9M | Reduce -3.4% |
| GOOGL Alphabet Inc. Class A | 0.88% | 69,239 | $10.5M | Add +0.3% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.81% | 81,549 | $9.6M | Reduce -2.8% |
| V Visa Inc. Class A | 0.77% | 32,927 | $9.2M | Add +3.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.72% | 103,015 | $8.6M | Reduce -3.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.69% | 31,560 | $8.2M | Add +3.1% |
| VWO Vanguard Ftse Emerging Marke | 0.65% | 185,011 | $7.7M | Reduce -7.3% |
| AVGO Broadcom Inc. | 0.62% | 5,598 | $7.4M | Add +6.3% |
| META Meta Platforms Inc. Class A | 0.59% | 14,444 | $7.0M | Reduce -3.6% |
| VEA Vanguard Ftse Developed ETF | 0.57% | 136,078 | $6.8M | Reduce -0.2% |
| PSX Phillips 66 | 0.55% | 39,918 | $6.5M | Add +1.0% |
| JEPI JPMorgan Equity Premium Inco | 0.54% | 111,196 | $6.4M | Add +9.1% |
| FIXD First Trust Smith Opportunis | 0.53% | 144,402 | $6.3M | Add +5.2% |
| FINS Angel Oak Financ Strat Inc. | 0.53% | 500,795 | $6.3M | Add +11.4% |
| EPD Enterprise Products Partners | 0.53% | 213,997 | $6.2M | Reduce -0.4% |
| RSP Invesco S&P 500 Equal Weight | 0.52% | 36,768 | $6.2M | Reduce -1.1% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.52% | 125,167 | $6.2M | Add +8.0% |
| GLD SPDR Gold Shares | 0.52% | 29,867 | $6.1M | Add +0.2% |
| IVV iShares Core S&P 500 ETF | 0.51% | 11,459 | $6.0M | Add +4.4% |
| MRK Merck & Co. Inc. | 0.49% | 44,328 | $5.8M | Add +1.4% |
| ACN Accenture PLC Class A | 0.49% | 16,729 | $5.8M | Add +4.3% |
| IEMG iShares Core MSCI Emerging | 0.49% | 112,152 | $5.8M | Add +32.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.48% | 9 | $5.7M | No change |
| VOO Vanguard S&P 500 ETF | 0.48% | 11,835 | $5.7M | Add +81.3% |
| UNH Unitedhealth Group Inc. | 0.47% | 11,345 | $5.6M | Reduce -0.5% |
| BXMT Blackstone Mortgage Tru Class A | 0.47% | 278,841 | $5.6M | Reduce -11.0% |
| ADP Automatic Data Processing | 0.47% | 22,173 | $5.5M | Add +2.4% |
| COWZ Pacer US Cash Cows 100 ETF | 0.46% | 93,505 | $5.4M | Add +15.4% |
| JNJ Johnson & Johnson | 0.46% | 34,249 | $5.4M | Add +1.4% |
| ITOT iShares Core S&P Total U.S. | 0.45% | 46,521 | $5.4M | Add +4.6% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.44% | 208,148 | $5.3M | Add +7.8% |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 0.44% | 58,422 | $5.2M | Add +4.9% |
| CVX Chevron Corp. | 0.43% | 32,182 | $5.1M | Add +3.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.43% | 68,083 | $5.1M | Add +34.9% |
| BOND PIMCO Active Bond Exchange-T | 0.42% | 53,688 | $4.9M | Add +3.1% |
| KLAC KLA Corp. | 0.41% | 7,026 | $4.9M | Reduce -3.3% |
| LLY Eli Lilly & Co. | 0.40% | 6,122 | $4.8M | Add +206.4% |
| ET Energy Transfer LP | 0.40% | 302,207 | $4.8M | Add +0.0% |
| HD Home Depot Inc. | 0.38% | 11,863 | $4.6M | Add +0.4% |
| ABT Abbott Laboratories | 0.38% | 39,890 | $4.5M | Add +22.3% |
| IVW iShares S&P 500 Growth ETF | 0.37% | 52,316 | $4.4M | Reduce -12.4% |
| PG The Procter & Gamble Co. | 0.36% | 26,546 | $4.3M | Add +0.3% |
| CTAS Cintas Corp. | 0.36% | 6,227 | $4.3M | Add +6.8% |
| FTCS First Trust Capital Strength | 0.36% | 49,762 | $4.3M | Add +27.0% |
| LOW Lowe's Cos Inc. | 0.36% | 16,724 | $4.3M | Add +1.0% |
| IEI iShares 3-7 Year Treasury Bo | 0.35% | 36,409 | $4.2M | Add +11.0% |
| WMT Walmart Inc. | 0.35% | 70,034 | $4.2M | Add +0.8% |
| DE Deere & Co. | 0.35% | 10,201 | $4.2M | Reduce -2.9% |
| PEP Pepsico Inc. | 0.35% | 23,742 | $4.2M | Reduce -30.6% |
| IMCG iShares Morningstar Mid-Cap | 0.33% | 56,124 | $4.0M | Add +26.0% |
| GOOG Alphabet Inc. Class C | 0.33% | 26,010 | $4.0M | Add +2.6% |
| TSLA Tesla Inc. | 0.33% | 22,435 | $3.9M | Reduce -2.0% |
| OKE Oneok Inc. | 0.33% | 49,046 | $3.9M | Add +10.7% |
| AMGN Amgen Inc. | 0.32% | 13,518 | $3.8M | Add +1.8% |
| GSLC Goldman Activebeta US LC ETF | 0.32% | 36,290 | $3.8M | Add +1.8% |
| OMFL Invesco Russell 1000 DYN M/F | 0.31% | 66,722 | $3.7M | Add +4.1% |
| NUE Nucor Corp. | 0.31% | 18,357 | $3.6M | Reduce -0.9% |
| RDVI FT Vest Rising Dividend Achi | 0.30% | 146,157 | $3.6M | Add +17.3% |
| IVE iShares S&P 500 Value ETF | 0.30% | 18,996 | $3.5M | Add +16.7% |
| ITW Illinois Tool Works | 0.30% | 13,208 | $3.5M | Add +0.4% |
| SLV iShares Silver Trust | 0.30% | 154,824 | $3.5M | Reduce -1.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.29% | 10,908 | $3.5M | Add +91.0% |
| ORCL Oracle Corp. | 0.29% | 27,186 | $3.4M | Reduce -40.7% |
| SBUX Starbucks Corp. | 0.29% | 37,234 | $3.4M | Add +56.9% |
| SA Seabridge Gold Inc. | 0.29% | 225,059 | $3.4M | Add +12.3% |
| FTSL First Trust Senior Loan ETF | 0.29% | 73,584 | $3.4M | Add +6.8% |
| CSCO Cisco Systems Inc. | 0.28% | 67,611 | $3.4M | Add +3.5% |
| COR Cencora Inc. | 0.28% | 13,799 | $3.4M | Add +6.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.28% | 64,071 | $3.3M | Add +0.4% |
| MA Mastercard Inc. Class A | 0.27% | 6,772 | $3.3M | Add +61.4% |
| LIN Linde PLC | 0.27% | 6,890 | $3.2M | Reduce -0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.26% | 16,294 | $3.1M | Add +13.3% |
| VIG Vanguard Dividend Apprec ETF | 0.26% | 16,955 | $3.1M | Add +11.7% |
| TGT Target Corp. | 0.26% | 17,359 | $3.1M | Reduce -20.4% |
| HWKN Hawkins Inc. | 0.26% | 40,046 | $3.1M | Reduce -1.6% |
| EMR Emerson Electric Co. | 0.26% | 26,996 | $3.1M | Add +56.3% |
| IEF iShares 7-10 Year Treasury B | 0.25% | 31,793 | $3.0M | Add +20.8% |
| URNM Sprott Uranium Miners ETF | 0.25% | 60,445 | $3.0M | No change |
| NEE Nextera Energy Inc. | 0.25% | 46,274 | $3.0M | Reduce -0.1% |
| XLV SS Health Care Select Sector | 0.25% | 20,009 | $3.0M | Add +1.9% |
| MCD McDonald's Corp. | 0.25% | 10,356 | $2.9M | Reduce -1.7% |
| ADI Analog Devices Inc. | 0.24% | 14,679 | $2.9M | Reduce -32.3% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -3.5% | 2.70% | −0.75 |
| DJUL FT Vest US Equity Deep Buffe | Reduce -88.8% | 0.03% | −0.22 |
| TSLA Tesla Inc. | Reduce -2.0% | 0.33% | −0.19 |
| PEP Pepsico Inc. | Reduce -30.6% | 0.35% | −0.19 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.18 |
| ORCL Oracle Corp. | Reduce -40.7% | 0.29% | −0.16 |
| ADI Analog Devices Inc. | Reduce -32.3% | 0.24% | −0.15 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.15 |
| BXMT Blackstone Mortgage Tru Class A | Reduce -11.0% | 0.47% | −0.15 |
| CHDN Churchill Downs Inc. | Sold out | 0.00% | −0.15 |
| MSFT Microsoft Corp. | Reduce -5.8% | 2.77% | −0.12 |
| HON Honeywell International Inc. | Reduce -66.9% | 0.05% | −0.12 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -42.5% | 0.14% | −0.11 |
| VWO Vanguard Ftse Emerging Marke | Reduce -7.3% | 0.65% | −0.11 |
| CCJ Cameco Corp. | Reduce -40.4% | 0.13% | −0.11 |
| MDT Medtronic PLC | Reduce -63.8% | 0.06% | −0.11 |
| ORI Old Republic Intl Corp. | Reduce -83.0% | 0.02% | −0.11 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -45.5% | 0.16% | −0.10 |
| PXD Pioneer Natural Resources Co. | Reduce -65.7% | 0.06% | −0.10 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -4.6% | 1.24% | −0.09 |
| UNH Unitedhealth Group Inc. | Reduce -0.5% | 0.47% | −0.08 |
| ES Eversource Energy | Sold out | 0.00% | −0.08 |
| VYM Vanguard High DVD Yield ETF | Reduce -3.3% | 1.51% | −0.07 |
| MO Altria Group Inc. | Reduce -59.6% | 0.05% | −0.07 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -2.8% | 0.81% | −0.07 |
| PMAY Innovator U.S. Equity Power | Sold out | 0.00% | −0.07 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -26.8% | 0.17% | −0.07 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.06 |
| LHX L3HARRIS Technologies Inc. | Reduce -22.2% | 0.15% | −0.06 |
| PAPR Innovator U.S. Equity Power | Sold out | 0.00% | −0.06 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −0.05 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -28.5% | 0.13% | −0.05 |
| HFRO Highland Opport & Income | Reduce -1.7% | 0.22% | −0.05 |
| DWX State Street SPDR S&P Intern | Sold out | 0.00% | −0.05 |
| WDIV St STR SPD S&P Glo Div-US Inc. | Sold out | 0.00% | −0.05 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -3.7% | 0.72% | −0.05 |
| CMCSA Comcast Corp. Class A | Reduce -11.8% | 0.17% | −0.05 |
| PM Philip Morris International | Reduce -63.2% | 0.02% | −0.04 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.04 |
| IVW iShares S&P 500 Growth ETF | Reduce -12.4% | 0.37% | −0.04 |
| MCD McDonald's Corp. | Reduce -1.7% | 0.25% | −0.04 |
| NKE Nike Inc. Class B | Reduce -0.3% | 0.14% | −0.04 |
| OCTW Alianzim US Eq BFR20 Oct-Usd | Reduce -28.4% | 0.08% | −0.04 |
| IWV iShares Russell 3000 ETF | Reduce -1.8% | 1.78% | −0.04 |
| JANW Alianzim US Eq BFR20 Jan-Usd | Reduce -23.3% | 0.10% | −0.04 |
| PKW Invesco Buyback Achievers Et | Sold out | 0.00% | −0.04 |
| FYX First Trust Small Cap Core A | Reduce -35.6% | 0.05% | −0.04 |
| DE Deere & Co. | Reduce -2.9% | 0.35% | −0.04 |
| RWJ Invesco S&P Smallcap 600 | Reduce -35.7% | 0.05% | −0.04 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -23.8% | 0.08% | −0.04 |
Portfolio Buys Q4 2023 → Q1 2024
| LLY Eli Lilly & Co. | Add +206.4% | 0.40% | +0.29 |
| MSTR Strategy Inc. | New | 0.24% | +0.24 |
| VOO Vanguard S&P 500 ETF | Add +81.3% | 0.48% | +0.21 |
| DJAN FT Vest U.S. Equity Deep Buf | New | 0.20% | +0.20 |
| JPM JPMorgan Chase & Co. | Add +13.1% | 0.96% | +0.17 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +91.0% | 0.29% | +0.16 |
| ULTA Ulta Beauty Inc. | New | 0.15% | +0.15 |
| LMAT Lemaitre Vascular Inc. | New | 0.11% | +0.11 |
| MA Mastercard Inc. Class A | Add +61.4% | 0.27% | +0.11 |
| BABA Alibaba Group Holding-SP ADR | New | 0.11% | +0.11 |
| EPI Wisdomtree India Earnings | New | 0.10% | +0.10 |
| EMR Emerson Electric Co. | Add +56.3% | 0.26% | +0.10 |
| GCT Gigacloud Technology Inc. Class A | New | 0.10% | +0.10 |
| IEFA iShares Core MSCI Eafe ETF | Add +34.9% | 0.43% | +0.10 |
| IEMG iShares Core MSCI Emerging | Add +32.6% | 0.49% | +0.09 |
| QCOM Qualcomm Inc. | Add +55.0% | 0.22% | +0.09 |
| AVGO Broadcom Inc. | Add +6.3% | 0.62% | +0.08 |
| SPGI S&P Global Inc. | Add +263.6% | 0.11% | +0.08 |
| SBUX Starbucks Corp. | Add +56.9% | 0.29% | +0.08 |
| AM Antero Midstream Corp. | Add +444.2% | 0.09% | +0.08 |
| SII Sprott Inc. | New | 0.07% | +0.07 |
| EBAY eBay Inc. | New | 0.07% | +0.07 |
| UBER Uber Technologies Inc. | New | 0.07% | +0.07 |
| ZTS Zoetis Inc. | Add +200.6% | 0.13% | +0.07 |
| DG Dollar General Corp. | Add +102.0% | 0.14% | +0.07 |
| FTCS First Trust Capital Strength | Add +27.0% | 0.36% | +0.07 |
| IMCG iShares Morningstar Mid-Cap | Add +26.0% | 0.33% | +0.07 |
| COWZ Pacer US Cash Cows 100 ETF | Add +15.4% | 0.46% | +0.07 |
| MGMT Ballast Small/Mid Cap ETF | Add +194.2% | 0.11% | +0.07 |
| UJAN Innovator U.S. Equity Ultra | New | 0.07% | +0.07 |
| EDIV State Street SPDR S&P Emergi | Add +83.0% | 0.16% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | Add +74.1% | 0.12% | +0.06 |
| CEE Central and Eastern Europe F | Add +79.8% | 0.17% | +0.06 |
| PSX Phillips 66 | Add +1.0% | 0.55% | +0.06 |
| SA Seabridge Gold Inc. | Add +12.3% | 0.29% | +0.06 |
| XYZ Block Inc. | New | 0.05% | +0.05 |
| UFEB Innovator U.S. Equity Ultra | New | 0.05% | +0.05 |
| KNG FT Vest S&P 500 DVD Arst TRG | Add +37.3% | 0.22% | +0.05 |
| MRK Merck & Co. Inc. | Add +1.4% | 0.49% | +0.05 |
| ABT Abbott Laboratories | Add +22.3% | 0.38% | +0.05 |
| CRM Salesforce Inc. | Add +34.7% | 0.16% | +0.05 |
| RWL Invesco S&P 500 Revenue ETF | Add +33.1% | 0.19% | +0.05 |
| PJAN Innovator U.S. Equity Power | New | 0.05% | +0.05 |
| HUBB Hubbell Inc. | Add +15.1% | 0.19% | +0.05 |
| SPSM SS SPDR P S&P 600 Small Cap | New | 0.04% | +0.04 |
| IBM Intl Business Machines Corp. | Add +13.3% | 0.26% | +0.04 |
| OKE Oneok Inc. | Add +10.7% | 0.33% | +0.04 |
| IJH iShares Core S&P Midcap ETF | Add +2.4% | 2.19% | +0.04 |
| USTB Victoryshares Short-Term Bon | Add +165.8% | 0.07% | +0.04 |
| TT Trane Technologies PLC | Add +11.6% | 0.21% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 789 | $2.1B | IVV, NVDA, AAPL, QQQ, GOOGL |
| Q1 2026 | 773 | $1.9B | IVV, NVDA, AAPL, IJH, QQQ |
| Q4 2025 | 746 | $1.9B | IVV, NVDA, AAPL, MSFT, QQQ |
| Q3 2025 | 710 | $1.6B | NVDA, AAPL, MSFT, QQQ, IJH |
| Q2 2025 | 677 | $1.5B | BRK.B, NVDA, MSFT, AAPL, IJH |
| Q1 2025 | 654 | $1.3B | AAPL, BRK.B, MSFT, IJH, NVDA |
| Q4 2024 | 667 | $1.4B | AAPL, BRK.B, MSFT, NVDA, IJH |
| Q3 2024 | 670 | $1.4B | AAPL, BRK.B, MSFT, NVDA, IJH |
| Q2 2024 | 629 | $1.2B | AAPL, BRK.B, MSFT, NVDA, IJH |
| Q1 2024 | 621 | $1.2B | BRK.B, MSFT, AAPL, IJH, NVDA |