Nations Financial Group Inc, /Ia/
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 29, 2024), Nations Financial Group Inc, /Ia/ reported 629 stock positions worth $1.2 billion. Its top holding was Apple (AAPL) at 3.2% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 3.0%) and Microsoft (MSFT, 2.9%). Compared with Q1 2024, it opened 41 new positions, sold out of 33, added to 302 and reduced 222. The biggest buy was Apple (AAPL, shares +1%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −61%).
- Most Recent 13F
- Q2 2026
- Location
- CEDAR RAPIDS, IA
- CIK
- 0001109767
- Portfolio Value
- $1.2B (Q2 2024)
- SEC Filing
- 0001376474-24-000378 ↗ filed Jul 29, 2024
Holdings Value
Holdings 629 stocks · $1.2B
| AAPL Apple Inc. | 3.25% | 188,836 | $39.8M | Add +1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.96% | 89,212 | $36.3M | Reduce -2.1% |
| MSFT Microsoft Corp. | 2.87% | 78,699 | $35.2M | Add +0.7% |
| NVDA Nvidia Corp. | 2.39% | 236,611 | $29.2M | Reduce -5.0% |
| IJH iShares Core S&P Midcap ETF | 2.04% | 426,800 | $25.0M | Reduce -0.4% |
| IWV iShares Russell 3000 ETF | 1.78% | 70,693 | $21.8M | Add +0.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.78% | 45,484 | $21.8M | Add +6.5% |
| VYM Vanguard High DVD Yield ETF | 1.38% | 142,887 | $16.9M | Reduce -3.9% |
| SCHD Schwab US DVD Equity ETF | 1.37% | 216,079 | $16.8M | Add +9.0% |
| XLK SS Technology Select Sector | 1.36% | 73,475 | $16.6M | Add +4.0% |
| AMZN Amazon.com Inc. | 1.31% | 83,096 | $16.1M | Add +0.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.17% | 59,017 | $14.3M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 1.06% | 71,115 | $13.0M | Add +2.7% |
| XOM Exxon Mobil Corp. | 1.04% | 110,741 | $12.7M | Add +0.7% |
| COST Costco Wholesale Corp. | 1.02% | 14,748 | $12.5M | Reduce -1.0% |
| IJR iShares Core S&P Small-Cap E | 0.99% | 113,822 | $12.1M | Reduce -5.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.99% | 22,277 | $12.1M | Reduce -0.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.98% | 32,155 | $12.0M | Add +2.0% |
| JPM JPMorgan Chase & Co. | 0.97% | 58,814 | $11.9M | Add +3.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.97% | 74,105 | $11.9M | Add +3.7% |
| AVGO Broadcom Inc. | 0.78% | 5,953 | $9.6M | Add +6.3% |
| META Meta Platforms Inc. Class A | 0.77% | 18,763 | $9.5M | Add +29.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.75% | 34,494 | $9.2M | Add +9.3% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.75% | 80,708 | $9.2M | Reduce -1.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.72% | 104,502 | $8.8M | Add +1.4% |
| V Visa Inc. Class A | 0.72% | 33,425 | $8.8M | Add +1.5% |
| VWO Vanguard Ftse Emerging Marke | 0.64% | 180,361 | $7.9M | Reduce -2.5% |
| IVV iShares Core S&P 500 ETF | 0.58% | 12,948 | $7.1M | Add +13.0% |
| FIXD First Trust Smith Opportunis | 0.56% | 158,369 | $6.8M | Add +9.7% |
| VEA Vanguard Ftse Developed ETF | 0.55% | 136,089 | $6.7M | Add +0.0% |
| GLD SPDR Gold Shares | 0.54% | 30,795 | $6.6M | Add +3.1% |
| JEPI JPMorgan Equity Premium Inco | 0.54% | 116,100 | $6.6M | Add +4.4% |
| FINS Angel Oak Financ Strat Inc. | 0.52% | 514,834 | $6.4M | Add +2.8% |
| EPD Enterprise Products Partners | 0.52% | 219,455 | $6.4M | Add +2.5% |
| BXMT Blackstone Mortgage Tru Class A | 0.51% | 360,074 | $6.3M | Add +29.1% |
| IEMG iShares Core MSCI Emerging | 0.50% | 115,401 | $6.2M | Add +2.9% |
| RSP Invesco S&P 500 Equal Weight | 0.50% | 37,343 | $6.1M | Add +1.6% |
| COWZ Pacer US Cash Cows 100 ETF | 0.49% | 110,402 | $6.0M | Add +18.1% |
| PSX Phillips 66 | 0.48% | 41,951 | $5.9M | Add +5.1% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.48% | 134,318 | $5.9M | Add +7.3% |
| UNH Unitedhealth Group Inc. | 0.47% | 11,390 | $5.8M | Add +0.4% |
| KLAC KLA Corp. | 0.46% | 6,814 | $5.6M | Reduce -3.0% |
| MRK Merck & Co. Inc. | 0.46% | 45,272 | $5.6M | Add +2.1% |
| LLY Eli Lilly & Co. | 0.45% | 6,153 | $5.6M | Add +0.5% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.45% | 209,536 | $5.6M | Add +0.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.45% | 9 | $5.5M | No change |
| ADP Automatic Data Processing | 0.44% | 22,802 | $5.4M | Add +2.8% |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 0.43% | 59,903 | $5.3M | Add +2.5% |
| CVX Chevron Corp. | 0.43% | 33,579 | $5.3M | Add +4.3% |
| ITOT iShares Core S&P Total U.S. | 0.42% | 43,690 | $5.2M | Reduce -6.1% |
| BOND PIMCO Active Bond Exchange-T | 0.42% | 56,619 | $5.2M | Add +5.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.42% | 70,134 | $5.1M | Add +3.0% |
| ET Energy Transfer LP | 0.40% | 302,120 | $4.9M | Reduce -0.0% |
| IMCG iShares Morningstar Mid-Cap | 0.39% | 70,946 | $4.8M | Add +26.4% |
| WMT Walmart Inc. | 0.39% | 70,762 | $4.8M | Add +1.0% |
| JNJ Johnson & Johnson | 0.38% | 32,249 | $4.7M | Reduce -5.8% |
| IVW iShares S&P 500 Growth ETF | 0.38% | 49,768 | $4.6M | Reduce -4.9% |
| PG The Procter & Gamble Co. | 0.37% | 27,303 | $4.5M | Add +2.9% |
| SLV iShares Silver Trust | 0.36% | 166,072 | $4.4M | Add +7.3% |
| IVE iShares S&P 500 Value ETF | 0.36% | 24,218 | $4.4M | Add +27.5% |
| AMGN Amgen Inc. | 0.35% | 13,903 | $4.3M | Add +2.9% |
| CTAS Cintas Corp. | 0.35% | 6,164 | $4.3M | Reduce -1.0% |
| FTCS First Trust Capital Strength | 0.34% | 50,267 | $4.2M | Add +1.0% |
| ABT Abbott Laboratories | 0.34% | 40,157 | $4.2M | Add +0.7% |
| IEI iShares 3-7 Year Treasury Bo | 0.33% | 35,343 | $4.1M | Reduce -2.9% |
| GOOG Alphabet Inc. Class C | 0.33% | 22,021 | $4.0M | Reduce -15.3% |
| ABBV Abbvie Inc. | 0.33% | 23,392 | $4.0M | Add +61.9% |
| OKE Oneok Inc. | 0.33% | 49,106 | $4.0M | Add +0.1% |
| RDVI FT Vest Rising Dividend Achi | 0.32% | 168,677 | $3.9M | Add +15.4% |
| LOW Lowe's Cos Inc. | 0.32% | 17,701 | $3.9M | Add +5.8% |
| DE Deere & Co. | 0.31% | 10,284 | $3.8M | Add +0.8% |
| ORCL Oracle Corp. | 0.31% | 26,970 | $3.8M | Reduce -0.8% |
| FTSL First Trust Senior Loan ETF | 0.31% | 82,807 | $3.8M | Add +12.5% |
| NEE Nextera Energy Inc. | 0.31% | 53,351 | $3.8M | Add +15.3% |
| NFLX Netflix Inc. | 0.31% | 5,552 | $3.7M | Add +195.5% |
| OMFL Invesco Russell 1000 DYN M/F | 0.30% | 70,913 | $3.7M | Add +6.3% |
| HD Home Depot Inc. | 0.30% | 10,791 | $3.7M | Reduce -9.0% |
| GSLC Goldman Activebeta US LC ETF | 0.30% | 34,507 | $3.7M | Reduce -4.9% |
| PEP Pepsico Inc. | 0.30% | 22,331 | $3.7M | Reduce -5.9% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.30% | 71,719 | $3.6M | Add +45.8% |
| HWKN Hawkins Inc. | 0.29% | 39,664 | $3.6M | Reduce -0.9% |
| ADI Analog Devices Inc. | 0.29% | 15,359 | $3.5M | Add +4.6% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.29% | 2,538 | $3.5M | Add +51.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.28% | 67,136 | $3.4M | Add +4.8% |
| VIG Vanguard Dividend Apprec ETF | 0.27% | 17,975 | $3.3M | Add +6.0% |
| QCOM Qualcomm Inc. | 0.26% | 16,151 | $3.2M | Add +5.2% |
| CSCO Cisco Systems Inc. | 0.26% | 66,777 | $3.2M | Reduce -1.2% |
| LIN Linde PLC | 0.26% | 7,191 | $3.2M | Add +4.4% |
| SA Seabridge Gold Inc. | 0.26% | 229,927 | $3.1M | Add +2.2% |
| TSLA Tesla Inc. | 0.26% | 15,879 | $3.1M | Reduce -29.2% |
| ICSH iShares Ultra Short Duration | 0.25% | 61,417 | $3.1M | Add +32.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 17,834 | $3.1M | Add +9.4% |
| MA Mastercard Inc. Class A | 0.25% | 6,979 | $3.1M | Add +3.1% |
| EMR Emerson Electric Co. | 0.25% | 27,502 | $3.0M | Add +1.9% |
| SBUX Starbucks Corp. | 0.25% | 38,745 | $3.0M | Add +4.1% |
| IEF iShares 7-10 Year Treasury B | 0.24% | 31,999 | $3.0M | Add +0.7% |
| COR Cencora Inc. | 0.24% | 13,246 | $3.0M | Reduce -4.0% |
| AFL Aflac Inc. | 0.24% | 33,313 | $3.0M | Add +4.9% |
| URNM Sprott Uranium Miners ETF | 0.24% | 60,293 | $3.0M | Reduce -0.3% |
| ITW Illinois Tool Works | 0.24% | 12,367 | $2.9M | Reduce -6.4% |
Portfolio Sells Q1 2024 → Q2 2024
| VOO Vanguard S&P 500 ETF | Reduce -61.4% | 0.19% | −0.29 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.1% | 2.96% | −0.26 |
| ACN Accenture PLC Class A | Reduce -43.7% | 0.23% | −0.25 |
| NUE Nucor Corp. | Reduce -52.2% | 0.11% | −0.19 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.4% | 2.04% | −0.15 |
| CVS CVS Health Corp. | Reduce -71.0% | 0.04% | −0.14 |
| VYM Vanguard High DVD Yield ETF | Reduce -3.9% | 1.38% | −0.13 |
| IJR iShares Core S&P Small-Cap E | Reduce -5.0% | 0.99% | −0.12 |
| FVD First Trust Value Line DVD | Reduce -57.2% | 0.07% | −0.11 |
| EPI Wisdomtree India Earnings | Sold out | 0.00% | −0.10 |
| ODFL Old Dominion Freight Line | Sold out | 0.00% | −0.10 |
| PLTR Palantir Technologies Inc. Class A | Reduce -82.2% | 0.02% | −0.10 |
| APD Air Products & Chemicals Inc. | Reduce -79.8% | 0.03% | −0.10 |
| DG Dollar General Corp. | Reduce -64.8% | 0.04% | −0.10 |
| BLDR Builders Firstsource Inc. | Sold out | 0.00% | −0.09 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -39.1% | 0.21% | −0.09 |
| FTHI Fthi/First Trust Exchange-TR | Reduce -72.6% | 0.03% | −0.09 |
| HD Home Depot Inc. | Reduce -9.0% | 0.30% | −0.08 |
| FTSM First Trust Enh Short Mat FD | Reduce -66.3% | 0.04% | −0.08 |
| STLD Steel Dynamics Inc. | Reduce -24.1% | 0.14% | −0.08 |
| TSLA Tesla Inc. | Reduce -29.2% | 0.26% | −0.08 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.07 |
| JNJ Johnson & Johnson | Reduce -5.8% | 0.38% | −0.07 |
| FAST Fastenal Co. | Sold out | 0.00% | −0.07 |
| PAUG Innovator U.S. Equity Power | Reduce -70.7% | 0.03% | −0.07 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -1.0% | 0.75% | −0.06 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.06 |
| ITW Illinois Tool Works | Reduce -6.4% | 0.24% | −0.06 |
| DIS The Walt Disney Co. | Reduce -22.0% | 0.09% | −0.06 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.06 |
| AMPH Amphastar Pharmaceuticals Inc. | Sold out | 0.00% | −0.06 |
| ON On Semiconductor | Sold out | 0.00% | −0.05 |
| PJUL Innovator U.S. Equity Power | Sold out | 0.00% | −0.05 |
| PEP Pepsico Inc. | Reduce -5.9% | 0.30% | −0.05 |
| TDTF NT Iboxx 5Y Dur Tips ETF | Sold out | 0.00% | −0.05 |
| COR Cencora Inc. | Reduce -4.0% | 0.24% | −0.04 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -25.6% | 0.11% | −0.04 |
| OZK Bank Ozk | Sold out | 0.00% | −0.04 |
| MAA Mid-America Apartment Comm | Sold out | 0.00% | −0.04 |
| INTC Intel Corp. | Reduce -5.7% | 0.06% | −0.04 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -21.9% | 0.10% | −0.04 |
| IHF iShares U.S. Healthcare Prov | Sold out | 0.00% | −0.03 |
| NXDT Nexpoint Diversified Real Es | Reduce -1.1% | 0.14% | −0.03 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -26.5% | 0.07% | −0.03 |
| BLMN Bloomin' Brands Inc. | Sold out | 0.00% | −0.03 |
| DT Dynatrace Inc. | Reduce -46.7% | 0.03% | −0.03 |
| HUBB Hubbell Inc. | Reduce -1.0% | 0.16% | −0.03 |
| PFFD Global X US Preferred ETF | Sold out | 0.00% | −0.03 |
| ITOT iShares Core S&P Total U.S. | Reduce -6.1% | 0.42% | −0.03 |
| EMB iShares JP Morgan Usd Emergi | Reduce -7.5% | 0.21% | −0.03 |
Portfolio Buys Q1 2024 → Q2 2024
| AAPL Apple Inc. | Add +1.0% | 3.25% | +0.55 |
| NFLX Netflix Inc. | Add +195.5% | 0.31% | +0.21 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.5% | 1.78% | +0.18 |
| META Meta Platforms Inc. Class A | Add +29.9% | 0.77% | +0.18 |
| GOOGL Alphabet Inc. Class A | Add +2.7% | 1.06% | +0.18 |
| AVGO Broadcom Inc. | Add +6.3% | 0.78% | +0.16 |
| SDVY First Trust Smid Cap Rising | Add +300.8% | 0.19% | +0.14 |
| XLK SS Technology Select Sector | Add +4.0% | 1.36% | +0.12 |
| ABBV Abbvie Inc. | Add +61.9% | 0.33% | +0.11 |
| MSFT Microsoft Corp. | Add +0.7% | 2.87% | +0.10 |
| GOLD Gold.com Inc. | New | 0.10% | +0.10 |
| AVLV Avantis US Large Cap Value | New | 0.10% | +0.10 |
| BAH Booz Allen Hamilton Holdings | New | 0.09% | +0.09 |
| TEL Te Connectivity Ltd. | New | 0.09% | +0.09 |
| FBCG Fidelity Blue Chip Grow ETF | New | 0.08% | +0.08 |
| PYPL PayPal Holdings Inc. | New | 0.08% | +0.08 |
| PFE Pfizer Inc. | Add +75.4% | 0.18% | +0.08 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +34.5% | 0.24% | +0.07 |
| KNG FT Vest S&P 500 DVD Arst TRG | Add +45.8% | 0.30% | +0.07 |
| IVV iShares Core S&P 500 ETF | Add +13.0% | 0.58% | +0.07 |
| FLXS Flexsteel Inds | New | 0.07% | +0.07 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +2.0% | 0.98% | +0.07 |
| SLV iShares Silver Trust | Add +7.3% | 0.36% | +0.06 |
| VTI VG Morningstar TS MKT ETF-US | Add +9.3% | 0.75% | +0.06 |
| IVE iShares S&P 500 Value ETF | Add +27.5% | 0.36% | +0.06 |
| CLS Celestica Inc. | New | 0.06% | +0.06 |
| NEE Nextera Energy Inc. | Add +15.3% | 0.31% | +0.06 |
| IMCG iShares Morningstar Mid-Cap | Add +26.4% | 0.39% | +0.06 |
| ICSH iShares Ultra Short Duration | Add +32.0% | 0.25% | +0.06 |
| AMZN Amazon.com Inc. | Add +0.4% | 1.31% | +0.05 |
| ANET Arista Networks Inc. | Add +56.9% | 0.12% | +0.05 |
| LLY Eli Lilly & Co. | Add +0.5% | 0.45% | +0.05 |
| SNPS Synopsys Inc. | New | 0.05% | +0.05 |
| FBND Fidelity Total Bond ETF | New | 0.05% | +0.05 |
| VONG Vanguard Russell 1000 Growth | Add +185.0% | 0.07% | +0.05 |
| IUSV iShares Core S&P U.S. Value | Add +63.7% | 0.14% | +0.05 |
| DXCM Dexcom Inc. | New | 0.05% | +0.05 |
| PJUN Innovator U.S. Equity Power | Add +80.0% | 0.10% | +0.05 |
| BXMT Blackstone Mortgage Tru Class A | Add +29.1% | 0.51% | +0.04 |
| MSTR Strategy Inc. | Add +51.2% | 0.29% | +0.04 |
| UTHR United Therapeutics Corp. | Add +92.4% | 0.07% | +0.04 |
| QCOM Qualcomm Inc. | Add +5.2% | 0.26% | +0.04 |
| IUSG iShares Core S&P U.S. Growth | Add +67.5% | 0.10% | +0.04 |
| ADI Analog Devices Inc. | Add +4.6% | 0.29% | +0.04 |
| USTB Victoryshares Short-Term Bon | Add +63.0% | 0.11% | +0.04 |
| AMD Advanced Micro Devices | Add +99.6% | 0.10% | +0.04 |
| JQUA JPMorgan US Quality Factor | Add +114.3% | 0.08% | +0.04 |
| NEM Newmont Corp. | Add +28.3% | 0.12% | +0.04 |
| FTGS First Trust Grwth Strgth ETF | Add +232.4% | 0.06% | +0.04 |
| CTRA Coterra Energy Inc. | New | 0.04% | +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 |