Nations Financial Group Inc, /Ia/
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 4, 2024), Nations Financial Group Inc, /Ia/ reported 670 stock positions worth $1.4 billion. Its top holding was Apple (AAPL) at 3.3% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 2.8%) and Microsoft (MSFT, 2.7%). Compared with Q2 2024, it opened 69 new positions, sold out of 28, added to 382 and reduced 167. The biggest buy was a new position in iShares 10-20 Year Treasury (TLH) and the biggest sale Nvidia (NVDA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- CEDAR RAPIDS, IA
- CIK
- 0001109767
- Portfolio Value
- $1.4B (Q3 2024)
- SEC Filing
- 0001376474-24-000642 ↗ filed Nov 4, 2024
Holdings Value
Holdings 670 stocks · $1.4B
| AAPL Apple Inc. | 3.30% | 195,351 | $45.5M | Add +3.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.84% | 84,948 | $39.1M | Reduce -4.8% |
| MSFT Microsoft Corp. | 2.68% | 85,778 | $36.9M | Add +9.0% |
| NVDA Nvidia Corp. | 2.06% | 234,124 | $28.4M | Reduce -1.1% |
| IJH iShares Core S&P Midcap ETF | 1.95% | 430,482 | $26.8M | Add +0.9% |
| IWV iShares Russell 3000 ETF | 1.69% | 71,228 | $23.3M | Add +0.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.64% | 46,218 | $22.6M | Add +1.6% |
| VYM Vanguard High DVD Yield ETF | 1.32% | 141,842 | $18.2M | Reduce -0.7% |
| SCHD Schwab US DVD Equity ETF | 1.24% | 202,843 | $17.1M | Reduce -6.1% |
| XLK SS Technology Select Sector | 1.22% | 74,490 | $16.8M | Add +1.4% |
| AMZN Amazon.com Inc. | 1.18% | 86,973 | $16.2M | Add +4.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.15% | 60,056 | $15.8M | Add +1.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.05% | 82,526 | $14.4M | Add +11.4% |
| XOM Exxon Mobil Corp. | 1.01% | 118,475 | $13.9M | Add +7.0% |
| COST Costco Wholesale Corp. | 0.96% | 14,865 | $13.2M | Add +0.8% |
| JPM JPMorgan Chase & Co. | 0.95% | 61,962 | $13.1M | Add +5.3% |
| IJR iShares Core S&P Small-Cap E | 0.94% | 110,457 | $12.9M | Reduce -3.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.91% | 21,954 | $12.6M | Reduce -1.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.91% | 32,706 | $12.6M | Add +1.7% |
| GOOGL Alphabet Inc. Class A | 0.89% | 73,597 | $12.2M | Add +3.5% |
| AVGO Broadcom Inc. | 0.87% | 69,210 | $11.9M | Add +16.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.85% | 41,176 | $11.7M | Add +19.4% |
| META Meta Platforms Inc. Class A | 0.77% | 18,412 | $10.5M | Reduce -1.9% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.75% | 83,336 | $10.3M | Add +3.3% |
| V Visa Inc. Class A | 0.70% | 35,109 | $9.7M | Add +5.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.69% | 104,176 | $9.5M | Reduce -0.3% |
| VWO Vanguard Ftse Emerging Marke | 0.64% | 184,827 | $8.8M | Add +2.5% |
| COWZ Pacer US Cash Cows 100 ETF | 0.64% | 151,857 | $8.8M | Add +37.5% |
| JEPI JPMorgan Equity Premium Inco | 0.60% | 138,377 | $8.2M | Add +19.2% |
| GLD SPDR Gold Shares | 0.59% | 33,227 | $8.1M | Add +7.9% |
| IVV iShares Core S&P 500 ETF | 0.58% | 13,950 | $8.0M | Add +7.7% |
| FIXD First Trust Smith Opportunis | 0.54% | 163,553 | $7.4M | Add +3.3% |
| VEA Vanguard Ftse Developed ETF | 0.54% | 139,655 | $7.4M | Add +2.6% |
| UNH Unitedhealth Group Inc. | 0.53% | 12,441 | $7.3M | Add +9.2% |
| IEI iShares 3-7 Year Treasury Bo | 0.52% | 59,974 | $7.2M | Add +69.7% |
| FINS Angel Oak Financ Strat Inc. | 0.52% | 540,794 | $7.1M | Add +5.0% |
| BXMT Blackstone Mortgage Tru Class A | 0.51% | 367,806 | $7.0M | Add +2.1% |
| RSP Invesco S&P 500 Equal Weight | 0.51% | 38,954 | $7.0M | Add +4.3% |
| IEMG iShares Core MSCI Emerging | 0.49% | 117,261 | $6.7M | Add +1.6% |
| EPD Enterprise Products Partners | 0.48% | 228,135 | $6.6M | Add +4.0% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.48% | 142,325 | $6.6M | Add +6.0% |
| ADP Automatic Data Processing | 0.48% | 23,903 | $6.6M | Add +4.8% |
| IMCG iShares Morningstar Mid-Cap | 0.46% | 87,416 | $6.4M | Add +23.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.45% | 9 | $6.2M | No change |
| JNJ Johnson & Johnson | 0.45% | 38,282 | $6.2M | Add +18.7% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.45% | 211,280 | $6.2M | Add +0.8% |
| WMT Walmart Inc. | 0.43% | 73,837 | $6.0M | Add +4.3% |
| AMGN Amgen Inc. | 0.43% | 18,280 | $5.9M | Add +31.5% |
| PG The Procter & Gamble Co. | 0.43% | 33,986 | $5.9M | Add +24.5% |
| BOND PIMCO Active Bond Exchange-T | 0.42% | 61,722 | $5.8M | Add +9.0% |
| PSX Phillips 66 | 0.42% | 44,312 | $5.8M | Add +5.6% |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 0.41% | 62,818 | $5.7M | Add +4.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.41% | 71,836 | $5.6M | Add +2.4% |
| ABBV Abbvie Inc. | 0.40% | 27,958 | $5.5M | Add +19.5% |
| ITOT iShares Core S&P Total U.S. | 0.40% | 43,924 | $5.5M | Add +0.5% |
| LLY Eli Lilly & Co. | 0.40% | 6,204 | $5.5M | Add +0.8% |
| CVX Chevron Corp. | 0.39% | 36,783 | $5.4M | Add +9.5% |
| MRK Merck & Co. Inc. | 0.39% | 47,593 | $5.4M | Add +5.1% |
| LOW Lowe's Cos Inc. | 0.38% | 19,329 | $5.2M | Add +9.2% |
| IVE iShares S&P 500 Value ETF | 0.38% | 26,441 | $5.2M | Add +9.2% |
| KLAC KLA Corp. | 0.37% | 6,634 | $5.1M | Reduce -2.6% |
| ET Energy Transfer LP | 0.37% | 319,141 | $5.1M | Add +5.6% |
| NEE Nextera Energy Inc. | 0.37% | 60,580 | $5.1M | Add +13.6% |
| CTAS Cintas Corp. | 0.37% | 24,652 | $5.1M | No change |
| HWKN Hawkins Inc. | 0.36% | 39,168 | $5.0M | Reduce -1.3% |
| OKE Oneok Inc. | 0.36% | 54,557 | $5.0M | Add +11.1% |
| ABT Abbott Laboratories | 0.35% | 42,695 | $4.9M | Add +6.3% |
| SLV iShares Silver Trust | 0.34% | 167,223 | $4.8M | Add +0.7% |
| FTCS First Trust Capital Strength | 0.34% | 51,749 | $4.7M | Add +3.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.34% | 19,564 | $4.6M | Add +125.9% |
| IVW iShares S&P 500 Growth ETF | 0.33% | 47,610 | $4.6M | Reduce -4.3% |
| RDVI FT Vest Rising Dividend Achi | 0.33% | 182,701 | $4.5M | Add +8.3% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.32% | 80,485 | $4.4M | Add +12.2% |
| HD Home Depot Inc. | 0.32% | 10,731 | $4.3M | Reduce -0.6% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.31% | 25,724 | $4.3M | Add +1.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 19,614 | $4.3M | Add +10.0% |
| SA Seabridge Gold Inc. | 0.31% | 250,362 | $4.2M | Add +8.9% |
| CSCO Cisco Systems Inc. | 0.30% | 78,471 | $4.2M | Add +17.5% |
| FTSL First Trust Senior Loan ETF | 0.29% | 88,379 | $4.1M | Add +6.7% |
| AFL Aflac Inc. | 0.29% | 35,830 | $4.0M | Add +7.6% |
| ADI Analog Devices Inc. | 0.29% | 17,353 | $4.0M | Add +13.0% |
| GSLC Goldman Activebeta US LC ETF | 0.29% | 35,172 | $4.0M | Add +1.9% |
| BKNG Booking Holdings Inc. | 0.28% | 931 | $3.9M | Add +56.0% |
| VIG Vanguard Dividend Apprec ETF | 0.28% | 19,493 | $3.9M | Add +8.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.28% | 72,361 | $3.8M | Add +7.8% |
| SBUX Starbucks Corp. | 0.27% | 38,597 | $3.8M | Reduce -0.4% |
| BLK BlackRock Inc. | 0.27% | 3,949 | $3.8M | Add +10.0% |
| GOOG Alphabet Inc. Class C | 0.27% | 22,312 | $3.7M | Add +1.3% |
| LIN Linde PLC | 0.27% | 7,780 | $3.7M | Add +8.2% |
| TSLA Tesla Inc. | 0.27% | 14,086 | $3.7M | Reduce -11.3% |
| EMR Emerson Electric Co. | 0.27% | 33,533 | $3.7M | Add +21.9% |
| TLH iShares 10-20 Year Treasury | 0.26% | 33,044 | $3.6M | New |
| PEP Pepsico Inc. | 0.26% | 20,992 | $3.6M | Reduce -6.0% |
| ORCL Oracle Corp. | 0.26% | 20,822 | $3.5M | Reduce -22.8% |
| ITW Illinois Tool Works | 0.26% | 13,534 | $3.5M | Add +9.4% |
| MCD McDonald's Corp. | 0.26% | 11,593 | $3.5M | Add +6.2% |
| OBIL F/M US Treasury 12 Month Bil | 0.26% | 70,124 | $3.5M | New |
| CB Chubb Ltd. | 0.25% | 11,880 | $3.4M | Add +11.3% |
| ACN Accenture PLC Class A | 0.25% | 9,688 | $3.4M | Add +2.9% |
| GD General Dynamics Corp. | 0.24% | 11,083 | $3.3M | Add +13.1% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $2K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| GABELLI UTILITY TRUST/THE | RIGHT 10/21/2024 | 54,940 | $2K | Add +6.0% |
Total filed on the 13F, all lines: $1.4B.
Portfolio Sells Q2 2024 → Q3 2024
| NVDA Nvidia Corp. | Reduce -1.1% | 2.06% | −0.32 |
| OMFL Invesco Russell 1000 DYN M/F | Sold out | 0.00% | −0.30 |
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −0.24 |
| NFLX Netflix Inc. | Reduce -70.3% | 0.08% | −0.22 |
| ICSH iShares Ultra Short Duration | Reduce -79.5% | 0.05% | −0.21 |
| DJAN FT Vest U.S. Equity Deep Buf | Sold out | 0.00% | −0.18 |
| WIRE Encore Wire Corp. | Sold out | 0.00% | −0.14 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -49.5% | 0.07% | −0.14 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.13 |
| SCHD Schwab US DVD Equity ETF | Reduce -6.1% | 1.24% | −0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.8% | 2.84% | −0.13 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −0.11 |
| DE Deere & Co. | Reduce -29.7% | 0.22% | −0.09 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -15.9% | 0.15% | −0.09 |
| KLAC KLA Corp. | Reduce -2.6% | 0.37% | −0.09 |
| EBAY eBay Inc. | Sold out | 0.00% | −0.08 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.08 |
| BNOV Innovator U.S. Equity Buffer | Sold out | 0.00% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.4% | 0.91% | −0.08 |
| GCT Gigacloud Technology Inc. Class A | Reduce -49.6% | 0.04% | −0.07 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.7% | 1.32% | −0.06 |
| STLD Steel Dynamics Inc. | Reduce -38.5% | 0.07% | −0.06 |
| BSEP Innovator U.S. Equity Buffer | Sold out | 0.00% | −0.06 |
| NSC Norfolk Southern Corp. | Reduce -38.4% | 0.10% | −0.05 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.0% | 0.94% | −0.05 |
| ORCL Oracle Corp. | Reduce -22.8% | 0.26% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -19.5% | 0.20% | −0.05 |
| STLA Stellantis NV | Sold out | 0.00% | −0.05 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.05 |
| IVW iShares S&P 500 Growth ETF | Reduce -4.3% | 0.33% | −0.05 |
| POCT Innovator U.S. Equity Power | Sold out | 0.00% | −0.04 |
| CLEARBRIDGE MLP AND MIDSTRM | Sold out | 0.00% | −0.04 |
| PEP Pepsico Inc. | Reduce -6.0% | 0.26% | −0.04 |
| PBR Petroleo Brasileiro-Spon ADR | Sold out | 0.00% | −0.04 |
| PNOV Innovator U.S. Equity Power | Sold out | 0.00% | −0.04 |
| DG Dollar General Corp. | Sold out | 0.00% | −0.04 |
| ARKW ARK Next Generation Technolo | Reduce -66.9% | 0.02% | −0.04 |
| SRVR Pacer Data & Infrastructure | Reduce -58.0% | 0.03% | −0.03 |
| EJUL Innovator Emerging Markets P | Sold out | 0.00% | −0.03 |
| ENPH Enphase Energy Inc. | Sold out | 0.00% | −0.03 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -51.7% | 0.02% | −0.03 |
| TIP iShares Tips Bond ETF | Reduce -7.4% | 0.17% | −0.03 |
| AMD Advanced Micro Devices | Reduce -23.0% | 0.07% | −0.03 |
| HFRO Highland Opport & Income | Reduce -2.9% | 0.16% | −0.03 |
| IPG Interpublic Group of Cos Inc. | Sold out | 0.00% | −0.03 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.3% | 0.69% | −0.03 |
| SPSM SS SPDR P S&P 600 Small Cap | Sold out | 0.00% | −0.03 |
| JANT Allianzim US Eq BFFR10 JN-US | Reduce -35.8% | 0.04% | −0.02 |
| MDT Medtronic PLC | Reduce -31.3% | 0.06% | −0.02 |
| WM Waste Management Inc. | Reduce -4.0% | 0.11% | −0.02 |
Portfolio Buys Q2 2024 → Q3 2024
| TLH iShares 10-20 Year Treasury | New | 0.26% | +0.26 |
| OBIL F/M US Treasury 12 Month Bil | New | 0.26% | +0.26 |
| IEI iShares 3-7 Year Treasury Bo | Add +69.7% | 0.52% | +0.19 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +125.9% | 0.34% | +0.18 |
| PHYS Sprott Physical Gold Trust | New | 0.17% | +0.17 |
| DJUN FT Vest US Equity Deep Buffe | New | 0.16% | +0.16 |
| COWZ Pacer US Cash Cows 100 ETF | Add +37.5% | 0.64% | +0.15 |
| BABA Alibaba Group Holding-SP ADR | Add +63.9% | 0.22% | +0.12 |
| CCJ Cameco Corp. | Add +134.4% | 0.23% | +0.12 |
| UJUL Innovator U.S. Equity Ultra | New | 0.11% | +0.11 |
| IWO iShares Russell 2000 Growth | New | 0.11% | +0.11 |
| LULU Lululemon Athletica Inc. | New | 0.10% | +0.10 |
| VAL Valaris Ltd. | New | 0.10% | +0.10 |
| VTI VG Morningstar TS MKT ETF-US | Add +19.4% | 0.85% | +0.09 |
| BKNG Booking Holdings Inc. | Add +56.0% | 0.28% | +0.09 |
| PJUL Innovator U.S. Equity Power | New | 0.09% | +0.09 |
| AVGO Broadcom Inc. | Add +16.3% | 0.87% | +0.09 |
| JD Jd.com Inc.-ADR | New | 0.09% | +0.09 |
| PDD PDD Holdings Inc. | Add +317.0% | 0.11% | +0.08 |
| GOLD Gold.com Inc. | Add +44.5% | 0.18% | +0.08 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +11.4% | 1.05% | +0.07 |
| ABBV Abbvie Inc. | Add +19.5% | 0.40% | +0.07 |
| AMGN Amgen Inc. | Add +31.5% | 0.43% | +0.07 |
| IMCG iShares Morningstar Mid-Cap | Add +23.2% | 0.46% | +0.07 |
| FBCG Fidelity Blue Chip Grow ETF | Add +99.4% | 0.15% | +0.07 |
| JNJ Johnson & Johnson | Add +18.7% | 0.45% | +0.07 |
| JCPB JPMorgan Core Plus Bond ETF | Add +60.7% | 0.20% | +0.07 |
| NEE Nextera Energy Inc. | Add +13.6% | 0.37% | +0.06 |
| IBM Intl Business Machines Corp. | Add +10.0% | 0.31% | +0.06 |
| PAUG Innovator U.S. Equity Power | Add +234.9% | 0.09% | +0.06 |
| LOW Lowe's Cos Inc. | Add +9.2% | 0.38% | +0.06 |
| AVLV Avantis US Large Cap Value | Add +73.4% | 0.16% | +0.06 |
| JEPI JPMorgan Equity Premium Inco | Add +19.2% | 0.60% | +0.06 |
| PG The Procter & Gamble Co. | Add +24.5% | 0.43% | +0.06 |
| SCCO Southern Copper Corp. | New | 0.06% | +0.06 |
| JUNM FT Vest US Eq Max Buf June | New | 0.06% | +0.06 |
| AAPL Apple Inc. | Add +3.5% | 3.30% | +0.06 |
| UNH Unitedhealth Group Inc. | Add +9.2% | 0.53% | +0.05 |
| RVT Royce Small-Cap Trust Inc. | New | 0.05% | +0.05 |
| PWR Quanta Services Inc. | Add +39.5% | 0.17% | +0.05 |
| FN Fabrinet | New | 0.05% | +0.05 |
| O Realty Income Corp. | Add +48.3% | 0.13% | +0.05 |
| PSEP Innovator U.S. Equity Power | Add +107.6% | 0.10% | +0.05 |
| APD Air Products & Chemicals Inc. | Add +179.7% | 0.07% | +0.05 |
| SA Seabridge Gold Inc. | Add +8.9% | 0.31% | +0.05 |
| AFL Aflac Inc. | Add +7.6% | 0.29% | +0.05 |
| MMM 3M Co. | Add +186.4% | 0.07% | +0.05 |
| GVLU Gotham 1000 Value ETF | New | 0.05% | +0.05 |
| F Ford Motor Co. | Add +283.6% | 0.07% | +0.05 |
| EMO Clearbridge Energy Midstream | New | 0.05% | +0.05 |
Notes & Other Activity Q2 2024 → Q3 2024
| GABELLI UTILITY TRUST/THE | RIGHT 10/21/2024 | Add +6.0% | 54,940 | $2K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |