Nations Financial Group Inc, /Ia/
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 30, 2025), Nations Financial Group Inc, /Ia/ reported 667 stock positions worth $1.4 billion. Its top holding was Apple (AAPL) at 3.2% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 2.3%) and Microsoft (MSFT, 2.3%). Compared with Q3 2024, it opened 48 new positions, sold out of 51, added to 308 and reduced 258. The biggest buy was Fidelity Blue Chip Grow ETF (FBCG, shares +443%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −19%).
- Most Recent 13F
- Q2 2026
- Location
- CEDAR RAPIDS, IA
- CIK
- 0001109767
- Portfolio Value
- $1.4B (Q4 2024)
- SEC Filing
- 0001376474-25-000126 ↗ filed Jan 30, 2025
Holdings Value
Holdings 667 stocks · $1.4B
| AAPL Apple Inc. | 3.24% | 176,963 | $44.3M | Reduce -9.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.30% | 69,204 | $31.4M | Reduce -18.5% |
| MSFT Microsoft Corp. | 2.27% | 73,454 | $31.0M | Reduce -14.4% |
| NVDA Nvidia Corp. | 2.22% | 226,077 | $30.4M | Reduce -3.4% |
| IJH iShares Core S&P Midcap ETF | 1.99% | 436,716 | $27.2M | Add +1.4% |
| QQQ Invesco QQQ Trust Series 1 | 1.73% | 46,372 | $23.7M | Add +0.3% |
| IWV iShares Russell 3000 ETF | 1.73% | 70,664 | $23.6M | Reduce -0.8% |
| VYM Vanguard High DVD Yield ETF | 1.30% | 139,572 | $17.8M | Reduce -1.6% |
| XLK SS Technology Select Sector | 1.29% | 76,000 | $17.7M | Add +2.0% |
| AMZN Amazon.com Inc. | 1.16% | 72,129 | $15.8M | Reduce -17.1% |
| JPM JPMorgan Chase & Co. | 1.12% | 63,661 | $15.3M | Add +2.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.09% | 56,399 | $14.9M | Reduce -6.1% |
| XOM Exxon Mobil Corp. | 0.94% | 119,426 | $12.8M | Add +0.8% |
| AVGO Broadcom Inc. | 0.94% | 55,142 | $12.8M | Reduce -20.3% |
| FBCG Fidelity Blue Chip Grow ETF | 0.89% | 263,030 | $12.2M | Add +443.1% |
| COST Costco Wholesale Corp. | 0.87% | 12,999 | $11.9M | Reduce -12.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.87% | 28,961 | $11.9M | Reduce -11.4% |
| IJR iShares Core S&P Small-Cap E | 0.85% | 100,379 | $11.6M | Reduce -9.1% |
| GOOGL Alphabet Inc. Class A | 0.78% | 56,643 | $10.7M | Reduce -23.0% |
| META Meta Platforms Inc. Class A | 0.77% | 17,946 | $10.5M | Reduce -2.5% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.76% | 83,238 | $10.4M | Reduce -0.1% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.72% | 33,820 | $9.8M | Add +31.5% |
| SCHD Schwab US DVD Equity ETF | 0.71% | 355,039 | $9.7M | Reduce -41.7% |
| USMV iShares MSCI USA Min Vol Fac | 0.68% | 104,637 | $9.3M | Add +0.4% |
| TSLA Tesla Inc. | 0.68% | 22,869 | $9.2M | Add +62.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.67% | 15,559 | $9.1M | Reduce -29.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.65% | 52,192 | $8.8M | Reduce -36.8% |
| COWZ Pacer US Cash Cows 100 ETF | 0.62% | 150,987 | $8.5M | Reduce -0.6% |
| VWO Vanguard Ftse Emerging Marke | 0.61% | 190,606 | $8.4M | Add +3.1% |
| V Visa Inc. Class A | 0.61% | 26,526 | $8.4M | Reduce -24.4% |
| GLD SPDR Gold Shares | 0.60% | 33,753 | $8.2M | Add +1.6% |
| JEPI JPMorgan Equity Premium Inco | 0.59% | 140,111 | $8.1M | Add +1.3% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.58% | 223,143 | $7.9M | Add +850.2% |
| IMCG iShares Morningstar Mid-Cap | 0.56% | 100,775 | $7.6M | Add +15.3% |
| TCAF T Rowe PRC Cap Appreciation | 0.56% | 228,749 | $7.6M | New |
| IEI iShares 3-7 Year Treasury Bo | 0.55% | 65,291 | $7.5M | Add +8.9% |
| EPD Enterprise Products Partners | 0.53% | 229,402 | $7.2M | Add +0.6% |
| FIXD First Trust Smith Opportunis | 0.53% | 167,416 | $7.2M | Add +2.4% |
| RSP Invesco S&P 500 Equal Weight | 0.52% | 40,663 | $7.1M | Add +4.4% |
| ADP Automatic Data Processing | 0.52% | 24,288 | $7.1M | Add +1.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.50% | 10 | $6.8M | Add +11.1% |
| VEA Vanguard Ftse Developed ETF | 0.49% | 141,261 | $6.8M | Add +1.1% |
| FINS Angel Oak Financ Strat Inc. | 0.48% | 519,062 | $6.6M | Reduce -4.0% |
| IVV iShares Core S&P 500 ETF | 0.48% | 11,095 | $6.5M | Reduce -20.5% |
| WMT Walmart Inc. | 0.47% | 71,329 | $6.4M | Reduce -3.4% |
| IEMG iShares Core MSCI Emerging | 0.46% | 119,196 | $6.2M | Add +1.6% |
| UNH Unitedhealth Group Inc. | 0.45% | 12,237 | $6.2M | Reduce -1.6% |
| FFLC Fidelity Fndmntl L/C Cor ETF | 0.45% | 133,690 | $6.1M | New |
| ET Energy Transfer LP | 0.44% | 303,652 | $5.9M | Reduce -4.8% |
| ITOT iShares Core S&P Total U.S. | 0.43% | 45,977 | $5.9M | Add +4.7% |
| BXMT Blackstone Mortgage Tru Class A | 0.43% | 338,989 | $5.9M | Reduce -7.8% |
| SDVY First Trust Smid Cap Rising | 0.43% | 163,879 | $5.9M | Add +102.5% |
| BOND PIMCO Active Bond Exchange-T | 0.43% | 64,812 | $5.9M | Add +5.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.43% | 20,076 | $5.8M | Reduce -51.2% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.42% | 216,134 | $5.8M | Add +2.3% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.41% | 126,992 | $5.6M | Reduce -10.8% |
| OKE Oneok Inc. | 0.41% | 55,389 | $5.6M | Add +1.5% |
| PG The Procter & Gamble Co. | 0.40% | 32,861 | $5.5M | Reduce -3.3% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.40% | 108,966 | $5.5M | Add +35.4% |
| CVX Chevron Corp. | 0.39% | 37,220 | $5.4M | Add +1.2% |
| JCPB JPMorgan Core Plus Bond ETF | 0.39% | 116,124 | $5.3M | Add +103.9% |
| JNJ Johnson & Johnson | 0.39% | 36,559 | $5.3M | Reduce -4.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.38% | 73,572 | $5.2M | Add +2.4% |
| FTCS First Trust Capital Strength | 0.36% | 56,773 | $5.0M | Add +9.7% |
| LOW Lowe's Cos Inc. | 0.36% | 19,830 | $4.9M | Add +2.6% |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 0.36% | 54,384 | $4.9M | Reduce -13.4% |
| RDVI FT Vest Rising Dividend Achi | 0.35% | 200,074 | $4.8M | Add +9.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.35% | 20,108 | $4.8M | Add +2.8% |
| AMGN Amgen Inc. | 0.35% | 18,521 | $4.8M | Add +1.3% |
| GEO The Geo Group Inc. | 0.35% | 170,489 | $4.8M | New |
| ABT Abbott Laboratories | 0.35% | 41,871 | $4.7M | Reduce -1.9% |
| CSCO Cisco Systems Inc. | 0.35% | 79,843 | $4.7M | Add +1.8% |
| CCJ Cameco Corp. | 0.34% | 91,686 | $4.7M | Add +38.8% |
| PSX Phillips 66 | 0.34% | 40,727 | $4.6M | Reduce -8.1% |
| CTAS Cintas Corp. | 0.34% | 25,294 | $4.6M | Add +2.6% |
| SOFI Sofi Technologies Inc. | 0.33% | 296,172 | $4.6M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.33% | 20,438 | $4.5M | Add +4.2% |
| NEE Nextera Energy Inc. | 0.32% | 61,862 | $4.4M | Add +2.1% |
| SLV iShares Silver Trust | 0.32% | 167,793 | $4.4M | Add +0.3% |
| EMR Emerson Electric Co. | 0.32% | 34,951 | $4.3M | Add +4.2% |
| OBIL F/M US Treasury 12 Month Bil | 0.32% | 86,109 | $4.3M | Add +22.8% |
| FTSL First Trust Senior Loan ETF | 0.31% | 92,301 | $4.3M | Add +4.4% |
| KLAC KLA Corp. | 0.31% | 6,758 | $4.3M | Add +1.9% |
| BLK BlackRock Inc. | 0.30% | 4,051 | $4.2M | Add +2.6% |
| GSLC Goldman Activebeta US LC ETF | 0.30% | 35,300 | $4.1M | Add +0.4% |
| AVLV Avantis US Large Cap Value | 0.29% | 60,356 | $4.0M | Add +80.9% |
| BKNG Booking Holdings Inc. | 0.29% | 809 | $4.0M | Reduce -13.1% |
| IVW iShares S&P 500 Growth ETF | 0.29% | 38,606 | $3.9M | Reduce -18.9% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.29% | 75,591 | $3.9M | Add +4.5% |
| VZ Verizon Communications Inc. | 0.29% | 97,698 | $3.9M | Add +107.3% |
| AFL Aflac Inc. | 0.28% | 37,348 | $3.9M | Add +4.2% |
| ADI Analog Devices Inc. | 0.28% | 17,930 | $3.8M | Add +3.3% |
| PFE Pfizer Inc. | 0.27% | 141,049 | $3.7M | Add +64.5% |
| HD Home Depot Inc. | 0.27% | 9,373 | $3.6M | Reduce -12.7% |
| HWKN Hawkins Inc. | 0.27% | 29,691 | $3.6M | Reduce -24.2% |
| SBUX Starbucks Corp. | 0.26% | 39,104 | $3.6M | Add +1.3% |
| ITW Illinois Tool Works | 0.26% | 14,000 | $3.5M | Add +3.4% |
| ORCL Oracle Corp. | 0.26% | 21,270 | $3.5M | Add +2.1% |
| ACN Accenture PLC Class A | 0.26% | 10,031 | $3.5M | Add +3.5% |
| CB Chubb Ltd. | 0.25% | 12,249 | $3.4M | Add +3.1% |
Portfolio Sells Q3 2024 → Q4 2024
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -18.5% | 2.30% | −0.54 |
| SCHD Schwab US DVD Equity ETF | Reduce -41.7% | 0.71% | −0.53 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -51.2% | 0.43% | −0.42 |
| MSFT Microsoft Corp. | Reduce -14.4% | 2.27% | −0.41 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -36.8% | 0.65% | −0.40 |
| LLY Eli Lilly & Co. | Reduce -60.1% | 0.14% | −0.26 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -29.1% | 0.67% | −0.25 |
| TLH iShares 10-20 Year Treasury | Reduce -92.4% | 0.02% | −0.24 |
| ABBV Abbvie Inc. | Reduce -49.9% | 0.18% | −0.22 |
| EDIV State Street SPDR S&P Emergi | Sold out | 0.00% | −0.20 |
| IVE iShares S&P 500 Value ETF | Reduce -49.0% | 0.19% | −0.19 |
| MRK Merck & Co. Inc. | Reduce -40.8% | 0.21% | −0.19 |
| MA Mastercard Inc. Class A | Reduce -92.7% | 0.02% | −0.19 |
| GOLD Gold.com Inc. | Sold out | 0.00% | −0.18 |
| DJUN FT Vest US Equity Deep Buffe | Sold out | 0.00% | −0.16 |
| PHYS Sprott Physical Gold Trust | Reduce -89.0% | 0.02% | −0.16 |
| MCHP Microchip Technology Inc. | Reduce -80.1% | 0.02% | −0.14 |
| WLK Westlake Corp. | Sold out | 0.00% | −0.12 |
| GOOG Alphabet Inc. Class C | Reduce -49.0% | 0.16% | −0.11 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -63.7% | 0.04% | −0.11 |
| PDD PDD Holdings Inc. | Sold out | 0.00% | −0.11 |
| BABA Alibaba Group Holding-SP ADR | Reduce -36.0% | 0.11% | −0.11 |
| IVV iShares Core S&P 500 ETF | Reduce -20.5% | 0.48% | −0.11 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.10 |
| GOOGL Alphabet Inc. Class A | Reduce -23.0% | 0.78% | −0.10 |
| BAH Booz Allen Hamilton Holdings | Sold out | 0.00% | −0.10 |
| HWKN Hawkins Inc. | Reduce -24.2% | 0.27% | −0.10 |
| O Realty Income Corp. | Reduce -63.3% | 0.04% | −0.09 |
| IJR iShares Core S&P Small-Cap E | Reduce -9.1% | 0.85% | −0.09 |
| V Visa Inc. Class A | Reduce -24.4% | 0.61% | −0.09 |
| JD Jd.com Inc.-ADR | Sold out | 0.00% | −0.09 |
| COST Costco Wholesale Corp. | Reduce -12.6% | 0.87% | −0.08 |
| PSX Phillips 66 | Reduce -8.1% | 0.34% | −0.08 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.08 |
| NSC Norfolk Southern Corp. | Reduce -79.4% | 0.02% | −0.08 |
| BXMT Blackstone Mortgage Tru Class A | Reduce -7.8% | 0.43% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -1.6% | 0.45% | −0.07 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -10.8% | 0.41% | −0.07 |
| VIG Vanguard Dividend Apprec ETF | Reduce -24.4% | 0.21% | −0.07 |
| JNJ Johnson & Johnson | Reduce -4.5% | 0.39% | −0.06 |
| UJAN Innovator U.S. Equity Ultra | Sold out | 0.00% | −0.06 |
| AAPL Apple Inc. | Reduce -9.4% | 3.24% | −0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -6.1% | 1.09% | −0.06 |
| MEDP Medpace Holdings Inc. | Sold out | 0.00% | −0.06 |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | Reduce -13.4% | 0.36% | −0.05 |
| NXDT Nexpoint Diversified Real Es | Reduce -32.9% | 0.10% | −0.05 |
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −0.05 |
| LMT Lockheed Martin Corp. | Reduce -21.2% | 0.10% | −0.05 |
| HD Home Depot Inc. | Reduce -12.7% | 0.27% | −0.05 |
| GDX Vaneck Gold Miners ETF | Reduce -13.3% | 0.14% | −0.05 |
Portfolio Buys Q3 2024 → Q4 2024
| FBCG Fidelity Blue Chip Grow ETF | Add +443.1% | 0.89% | +0.74 |
| TCAF T Rowe PRC Cap Appreciation | New | 0.56% | +0.56 |
| CGDV Cap Group Dividend Value | Add +850.2% | 0.58% | +0.51 |
| FFLC Fidelity Fndmntl L/C Cor ETF | New | 0.45% | +0.45 |
| TSLA Tesla Inc. | Add +62.4% | 0.68% | +0.41 |
| MSTR Strategy Inc. | Add +31.5% | 0.72% | +0.40 |
| GEO The Geo Group Inc. | New | 0.35% | +0.35 |
| SOFI Sofi Technologies Inc. | New | 0.33% | +0.33 |
| SDVY First Trust Smid Cap Rising | Add +102.5% | 0.43% | +0.22 |
| PNOV Innovator U.S. Equity Power | New | 0.22% | +0.22 |
| RGTI Rigetti Computing Inc. | New | 0.20% | +0.20 |
| JCPB JPMorgan Core Plus Bond ETF | Add +103.9% | 0.39% | +0.19 |
| JPM JPMorgan Chase & Co. | Add +2.7% | 1.12% | +0.17 |
| PNW Pinnacle West Capital | New | 0.17% | +0.17 |
| YEAR AB Ultra Short Income ETF | New | 0.16% | +0.16 |
| APP AppLovin Corp. Class A | New | 0.16% | +0.16 |
| RMD Resmed Inc. | New | 0.15% | +0.15 |
| PFF iShares Preferred & Income S | Add +444.6% | 0.18% | +0.14 |
| AVLV Avantis US Large Cap Value | Add +80.9% | 0.29% | +0.14 |
| VZ Verizon Communications Inc. | Add +107.3% | 0.29% | +0.13 |
| CGNG Cap Group New Geography Eq | New | 0.12% | +0.12 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +107.3% | 0.24% | +0.12 |
| CCJ Cameco Corp. | Add +38.8% | 0.34% | +0.12 |
| GJUN FT Vest US Equity Moderate B | Add +281.1% | 0.13% | +0.10 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.3% | 1.73% | +0.10 |
| IMCG iShares Morningstar Mid-Cap | Add +15.3% | 0.56% | +0.09 |
| PFE Pfizer Inc. | Add +64.5% | 0.27% | +0.09 |
| FTLS First Trust Long/Short Eqty | New | 0.08% | +0.08 |
| KNG FT Vest S&P 500 DVD Arst TRG | Add +35.4% | 0.40% | +0.08 |
| RPV Invesco S&P 500 Pure Value E | Add +112.1% | 0.15% | +0.08 |
| XLK SS Technology Select Sector | Add +2.0% | 1.29% | +0.07 |
| USTB Victoryshares Short-Term Bon | Add +50.8% | 0.21% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | Add +15.8% | 0.12% | +0.07 |
| TWLO Twilio Inc. Class A | New | 0.07% | +0.07 |
| CGCP Cap Group Core Plus Income | Add +57.1% | 0.18% | +0.06 |
| FTGS First Trust Grwth Strgth ETF | Add +90.5% | 0.13% | +0.06 |
| OBIL F/M US Treasury 12 Month Bil | Add +22.8% | 0.32% | +0.06 |
| TDVG T Rowe Price Dividend Growth | New | 0.06% | +0.06 |
| SFLO VS SM Cap Free Cash Flow ETF | New | 0.06% | +0.06 |
| SOUN Soundhound AI Inc. Class A | New | 0.06% | +0.06 |
| BA The Boeing Co. | Add +88.8% | 0.10% | +0.05 |
| TEL Te Connectivity PLC | Add +64.0% | 0.14% | +0.05 |
| POCT Innovator U.S. Equity Power | New | 0.05% | +0.05 |
| XYZ Block Inc. | Add +85.6% | 0.09% | +0.05 |
| JOE The St Joe Co. | Add +308.9% | 0.08% | +0.05 |
| EMR Emerson Electric Co. | Add +4.2% | 0.32% | +0.05 |
| CLS Celestica Inc. | Add +2.9% | 0.11% | +0.05 |
| GNOV FT Vest US Equity Moderate B | New | 0.05% | +0.05 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +11.1% | 0.50% | +0.05 |
| OKE Oneok Inc. | Add +1.5% | 0.41% | +0.05 |
Notes & Other Activity Q3 2024 → Q4 2024
| GABELLI UTILITY TRUST/THE | RIGHT 10/21/2024 | Sold out | 54,940 | $2Kbefore exit |
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 |