Nations Financial Group Inc, /Ia/
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Nations Financial Group Inc, /Ia/ reported 654 stock positions worth $1.3 billion. Its top holding was Apple (AAPL) at 2.9% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 2.9%) and Microsoft (MSFT, 2.0%). Compared with Q4 2024, it opened 49 new positions, sold out of 62, added to 282 and reduced 272. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +2%) and the biggest sale Tesla (TSLA, shares −35%).
- Most Recent 13F
- Q2 2026
- Location
- CEDAR RAPIDS, IA
- CIK
- 0001109767
- Portfolio Value
- $1.3B (Q1 2025)
- SEC Filing
- 0001109767-25-000004 ↗ filed May 13, 2025
Holdings Value
Holdings 654 stocks · $1.3B
| AAPL Apple Inc. | 2.92% | 172,123 | $38.2M | Reduce -2.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.88% | 70,899 | $37.8M | Add +2.5% |
| MSFT Microsoft Corp. | 2.02% | 70,398 | $26.4M | Reduce -4.2% |
| IJH iShares Core S&P Midcap ETF | 1.95% | 438,409 | $25.6M | Add +0.4% |
| NVDA Nvidia Corp. | 1.90% | 229,960 | $24.9M | Add +1.7% |
| IWV iShares Russell 3000 ETF | 1.65% | 67,943 | $21.6M | Reduce -3.9% |
| QQQ Invesco QQQ Trust Series 1 | 1.63% | 45,602 | $21.4M | Reduce -1.7% |
| VYM Vanguard High DVD Yield ETF | 1.39% | 140,989 | $18.2M | Add +1.0% |
| XLK SS Technology Select Sector | 1.21% | 76,855 | $15.9M | Add +1.1% |
| JPM JPMorgan Chase & Co. | 1.10% | 58,720 | $14.4M | Reduce -7.8% |
| XOM Exxon Mobil Corp. | 1.10% | 120,666 | $14.4M | Add +1.0% |
| AMZN Amazon.com Inc. | 1.06% | 72,724 | $13.8M | Add +0.8% |
| COST Costco Wholesale Corp. | 1.04% | 14,427 | $13.6M | Add +11.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.99% | 50,321 | $13.0M | Reduce -10.8% |
| META Meta Platforms Inc. Class A | 0.94% | 21,407 | $12.3M | Add +19.3% |
| FBCG Fidelity Blue Chip Grow ETF | 0.94% | 308,628 | $12.3M | Add +17.3% |
| VWO Vanguard Ftse Emerging Marke | 0.85% | 246,708 | $11.2M | Add +29.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.83% | 19,513 | $10.9M | Add +25.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.83% | 29,321 | $10.9M | Add +1.2% |
| IVV iShares Core S&P 500 ETF | 0.77% | 17,887 | $10.1M | Add +61.2% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.76% | 34,485 | $9.9M | Add +2.0% |
| SCHD Schwab US DVD Equity ETF | 0.74% | 348,968 | $9.8M | Reduce -1.7% |
| V Visa Inc. Class A | 0.74% | 27,808 | $9.7M | Add +4.8% |
| GLD SPDR Gold Shares | 0.73% | 33,387 | $9.6M | Reduce -1.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.73% | 101,944 | $9.5M | Reduce -2.6% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.73% | 79,515 | $9.5M | Reduce -4.5% |
| GOOGL Alphabet Inc. Class A | 0.72% | 61,242 | $9.5M | Add +8.1% |
| AVGO Broadcom Inc. | 0.70% | 55,017 | $9.2M | Reduce -0.2% |
| IJR iShares Core S&P Small-Cap E | 0.68% | 85,010 | $8.9M | Reduce -15.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.68% | 51,276 | $8.9M | Reduce -1.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.67% | 11 | $8.8M | Add +10.0% |
| EPD Enterprise Products Partners | 0.65% | 249,386 | $8.5M | Add +8.7% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.64% | 233,606 | $8.3M | Add +4.7% |
| IMCG iShares Morningstar Mid-Cap | 0.59% | 108,937 | $7.8M | Add +8.1% |
| TCAF T Rowe PRC Cap Appreciation | 0.59% | 238,536 | $7.7M | Add +4.3% |
| JEPI JPMorgan Equity Premium Inco | 0.56% | 127,463 | $7.3M | Reduce -9.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.53% | 92,403 | $7.0M | Add +25.6% |
| JCPB JPMorgan Core Plus Bond ETF | 0.53% | 148,562 | $7.0M | Add +27.9% |
| FINS Angel Oak Financ Strat Inc. | 0.53% | 511,062 | $6.9M | Reduce -1.5% |
| VEA Vanguard Ftse Developed ETF | 0.51% | 131,209 | $6.7M | Reduce -7.1% |
| VIG Vanguard Dividend Apprec ETF | 0.50% | 33,747 | $6.5M | Add +129.0% |
| ADP Automatic Data Processing | 0.50% | 21,266 | $6.5M | Reduce -12.4% |
| BXMT Blackstone Mortgage Tru Class A | 0.49% | 318,668 | $6.4M | Reduce -6.0% |
| FFLC Fidelity Fndmntl L/C Cor ETF | 0.48% | 145,061 | $6.3M | Add +8.5% |
| BOND PIMCO Active Bond Exchange-T | 0.47% | 65,975 | $6.1M | Add +1.8% |
| SDVY First Trust Smid Cap Rising | 0.44% | 173,786 | $5.8M | Add +6.0% |
| WMT Walmart Inc. | 0.44% | 65,500 | $5.8M | Reduce -8.2% |
| SLV iShares Silver Trust | 0.44% | 184,645 | $5.7M | Add +10.0% |
| ITOT iShares Core S&P Total U.S. | 0.43% | 46,661 | $5.7M | Add +1.5% |
| AVLV Avantis US Large Cap Value | 0.43% | 87,169 | $5.7M | Add +44.4% |
| ET Energy Transfer LP | 0.42% | 298,634 | $5.6M | Reduce -1.6% |
| OKE Oneok Inc. | 0.42% | 55,128 | $5.5M | Reduce -0.5% |
| IEI iShares 3-7 Year Treasury Bo | 0.41% | 45,664 | $5.4M | Reduce -30.1% |
| BABA Alibaba Group Holding-SP ADR | 0.41% | 40,774 | $5.4M | Add +121.9% |
| CVX Chevron Corp. | 0.41% | 32,209 | $5.4M | Reduce -13.5% |
| CTAS Cintas Corp. | 0.40% | 25,749 | $5.3M | Add +1.8% |
| JNJ Johnson & Johnson | 0.40% | 31,648 | $5.2M | Reduce -13.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.40% | 19,000 | $5.2M | Reduce -5.4% |
| AMGN Amgen Inc. | 0.40% | 16,716 | $5.2M | Reduce -9.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.39% | 20,488 | $5.1M | Add +0.2% |
| PG The Procter & Gamble Co. | 0.39% | 29,774 | $5.1M | Reduce -9.4% |
| RSP Invesco S&P 500 Equal Weight | 0.37% | 28,109 | $4.9M | Reduce -30.9% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.36% | 124,280 | $4.7M | Reduce -2.1% |
| VZ Verizon Communications Inc. | 0.35% | 101,583 | $4.6M | Add +4.0% |
| COWZ Pacer US Cash Cows 100 ETF | 0.35% | 83,676 | $4.6M | Reduce -44.6% |
| IEMG iShares Core MSCI Emerging | 0.35% | 84,872 | $4.6M | Reduce -28.8% |
| UNH Unitedhealth Group Inc. | 0.35% | 8,704 | $4.6M | Reduce -28.9% |
| FTSL First Trust Senior Loan ETF | 0.34% | 97,783 | $4.5M | Add +5.9% |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 0.34% | 51,158 | $4.5M | Reduce -5.9% |
| ORCL Oracle Corp. | 0.33% | 30,692 | $4.3M | Add +44.3% |
| CSCO Cisco Systems Inc. | 0.33% | 69,315 | $4.3M | Reduce -13.2% |
| MCD McDonald's Corp. | 0.33% | 13,632 | $4.3M | Add +17.5% |
| PSX Phillips 66 | 0.32% | 34,279 | $4.2M | Reduce -15.8% |
| KLAC KLA Corp. | 0.32% | 6,170 | $4.2M | Reduce -8.7% |
| ABT Abbott Laboratories | 0.32% | 31,246 | $4.1M | Reduce -25.4% |
| COR Cencora Inc. | 0.31% | 14,700 | $4.1M | Add +5.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.30% | 75,430 | $4.0M | Reduce -0.2% |
| GSLC Goldman Activebeta US LC ETF | 0.30% | 35,558 | $3.9M | Add +0.7% |
| BKNG Booking Holdings Inc. | 0.30% | 846 | $3.9M | Add +4.6% |
| FIXD First Trust Smith Opportunis | 0.29% | 87,762 | $3.8M | Reduce -47.6% |
| TSLA Tesla Inc. | 0.29% | 14,844 | $3.8M | Reduce -35.1% |
| NFLX Netflix Inc. | 0.29% | 4,018 | $3.7M | Add +146.8% |
| NEE Nextera Energy Inc. | 0.28% | 51,893 | $3.7M | Reduce -16.1% |
| STIP iShares 0-5 Year Tips Bond E | 0.28% | 35,158 | $3.6M | Add +10.5% |
| LOW Lowe's Cos Inc. | 0.28% | 15,520 | $3.6M | Reduce -21.7% |
| PFE Pfizer Inc. | 0.28% | 142,294 | $3.6M | Add +0.9% |
| CASY Casey's General Stores Inc. | 0.27% | 8,255 | $3.6M | Add +3.4% |
| EMR Emerson Electric Co. | 0.27% | 32,617 | $3.6M | Reduce -6.7% |
| PLTR Palantir Technologies Inc. Class A | 0.27% | 42,334 | $3.6M | Add +93.4% |
| CEF Sprott Physical Gold and Sil | 0.27% | 125,320 | $3.6M | Reduce -3.3% |
| USTB Victoryshares Short-Term Bon | 0.27% | 68,877 | $3.5M | Add +20.4% |
| RDVY First Trust Rising Dividend | 0.26% | 59,204 | $3.5M | Add +51.2% |
| OBIL F/M US Treasury 12 Month Bil | 0.26% | 69,006 | $3.5M | Reduce -19.9% |
| AFL Aflac Inc. | 0.26% | 30,728 | $3.4M | Reduce -17.7% |
| ABBV Abbvie Inc. | 0.26% | 16,272 | $3.4M | Add +16.2% |
| SA Seabridge Gold Inc. | 0.26% | 291,587 | $3.4M | Add +11.0% |
| KT KT Corp.-SP ADR | 0.26% | 192,000 | $3.4M | Reduce -2.5% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.26% | 122,782 | $3.4M | Reduce -43.2% |
| IVW iShares S&P 500 Growth ETF | 0.26% | 36,465 | $3.4M | Reduce -5.5% |
| VAL Valaris Ltd. | 0.26% | 86,149 | $3.4M | Add +398.5% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $31K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| CORZW Core Scientific Inc. - 27 | *W EXP 01/23/202 | 10,265 | $31K | New |
Total filed on the 13F, all lines: $1.3B.
Portfolio Sells Q4 2024 → Q1 2025
| TSLA Tesla Inc. | Reduce -35.1% | 0.29% | −0.38 |
| GEO The Geo Group Inc. | Sold out | 0.00% | −0.35 |
| AAPL Apple Inc. | Reduce -2.7% | 2.92% | −0.32 |
| RDVI FT Vest Rising Dividend Achi | Reduce -87.2% | 0.05% | −0.31 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -44.6% | 0.35% | −0.27 |
| CCJ Cameco Corp. | Reduce -74.8% | 0.07% | −0.27 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -74.2% | 0.09% | −0.27 |
| MSFT Microsoft Corp. | Reduce -4.2% | 2.02% | −0.25 |
| KNG FT Vest S&P 500 DVD Arst TRG | Reduce -62.1% | 0.16% | −0.24 |
| FTCS First Trust Capital Strength | Reduce -68.0% | 0.12% | −0.24 |
| FIXD First Trust Smith Opportunis | Reduce -47.6% | 0.29% | −0.23 |
| AVGO Broadcom Inc. | Reduce -0.2% | 0.70% | −0.23 |
| TT Trane Technologies PLC | Sold out | 0.00% | −0.22 |
| SOFI Sofi Technologies Inc. | Reduce -58.3% | 0.11% | −0.22 |
| RGTI Rigetti Computing Inc. | Sold out | 0.00% | −0.20 |
| HUBB Hubbell Inc. | Sold out | 0.00% | −0.17 |
| CEE Central and Eastern Europe F | Sold out | 0.00% | −0.17 |
| IJR iShares Core S&P Small-Cap E | Reduce -15.3% | 0.68% | −0.17 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -43.2% | 0.26% | −0.16 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.16 |
| PULS Pgim Ultra Short Bond ETF | Sold out | 0.00% | −0.15 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.15 |
| RSP Invesco S&P 500 Equal Weight | Reduce -30.9% | 0.37% | −0.15 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -30.1% | 0.41% | −0.14 |
| RPV Invesco S&P 500 Pure Value E | Reduce -74.5% | 0.04% | −0.11 |
| IEMG iShares Core MSCI Emerging | Reduce -28.8% | 0.35% | −0.11 |
| UNH Unitedhealth Group Inc. | Reduce -28.9% | 0.35% | −0.10 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.7% | 1.63% | −0.10 |
| ANET Arista Networks Inc. | Reduce -48.9% | 0.06% | −0.10 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -10.8% | 0.99% | −0.10 |
| LOW Lowe's Cos Inc. | Reduce -21.7% | 0.28% | −0.08 |
| CFA Victoryshares US 500 Volatil | Sold out | 0.00% | −0.08 |
| IWV iShares Russell 3000 ETF | Reduce -3.9% | 1.65% | −0.08 |
| ACN Accenture PLC Class A | Reduce -25.7% | 0.18% | −0.08 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -35.2% | 0.13% | −0.08 |
| PTRB Pgim Total Return Bond ETF | Sold out | 0.00% | −0.08 |
| IYR iShares US Real Estate ETF | Sold out | 0.00% | −0.07 |
| BLK BlackRock Inc. | Reduce -19.9% | 0.23% | −0.07 |
| GVLU Gotham 1000 Value ETF | Sold out | 0.00% | −0.07 |
| FSIG FT Ltd. Duration Inv Grade | Sold out | 0.00% | −0.07 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.06 |
| TDVG T Rowe Price Dividend Growth | Sold out | 0.00% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -23.7% | 0.15% | −0.06 |
| TGT Target Corp. | Reduce -14.0% | 0.13% | −0.06 |
| SOUN Soundhound AI Inc. Class A | Sold out | 0.00% | −0.06 |
| ADI Analog Devices Inc. | Reduce -18.7% | 0.22% | −0.05 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -2.1% | 0.36% | −0.05 |
| PMAR Innovator U.S. Equity Power | Reduce -78.1% | 0.02% | −0.05 |
| FVD First Trust Value Line DVD | Reduce -77.4% | 0.02% | −0.05 |
| DHR Danaher Corp. | Reduce -33.6% | 0.08% | −0.05 |
Portfolio Buys Q4 2024 → Q1 2025
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.5% | 2.88% | +0.59 |
| BABA Alibaba Group Holding-SP ADR | Add +121.9% | 0.41% | +0.30 |
| IVV iShares Core S&P 500 ETF | Add +61.2% | 0.77% | +0.29 |
| VIG Vanguard Dividend Apprec ETF | Add +129.0% | 0.50% | +0.29 |
| BAR Graniteshares Gold Trust | New | 0.24% | +0.24 |
| VWO Vanguard Ftse Emerging Marke | Add +29.4% | 0.85% | +0.24 |
| VAL Valaris Ltd. | Add +398.5% | 0.26% | +0.20 |
| RGLD Royal Gold Inc. | New | 0.19% | +0.19 |
| GOLD Gold.com Inc. | New | 0.19% | +0.19 |
| BIDU Baidu Inc. - Spon ADR | New | 0.18% | +0.18 |
| NFLX Netflix Inc. | Add +146.8% | 0.29% | +0.18 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.18% | +0.18 |
| META Meta Platforms Inc. Class A | Add +19.3% | 0.94% | +0.17 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +10.0% | 0.67% | +0.17 |
| RTX RTX Corp. | Add +228.4% | 0.23% | +0.17 |
| COST Costco Wholesale Corp. | Add +11.0% | 1.04% | +0.17 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +25.4% | 0.83% | +0.17 |
| WELL Welltower Inc. | Add +256.0% | 0.20% | +0.16 |
| XOM Exxon Mobil Corp. | Add +1.0% | 1.10% | +0.16 |
| IEFA iShares Core MSCI Eafe ETF | Add +25.6% | 0.53% | +0.16 |
| PLTR Palantir Technologies Inc. Class A | Add +93.4% | 0.27% | +0.15 |
| SPHY SS SPDR P High Yield ETF | New | 0.15% | +0.15 |
| JCPB JPMorgan Core Plus Bond ETF | Add +27.9% | 0.53% | +0.14 |
| AVLV Avantis US Large Cap Value | Add +44.4% | 0.43% | +0.14 |
| V Visa Inc. Class A | Add +4.8% | 0.74% | +0.13 |
| EPD Enterprise Products Partners | Add +8.7% | 0.65% | +0.12 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.11% | +0.11 |
| SLV iShares Silver Trust | Add +10.0% | 0.44% | +0.11 |
| MA Mastercard Inc. Class A | Add +641.9% | 0.13% | +0.11 |
| EWY iShares MSCI South Korea ETF | New | 0.10% | +0.10 |
| RDVY First Trust Rising Dividend | Add +51.2% | 0.26% | +0.10 |
| PFEB Innovator U.S. Equity Power | New | 0.09% | +0.09 |
| BBUS JPMorgan Betabuilders US Equ | New | 0.09% | +0.09 |
| GE General Electric | Add +210.9% | 0.12% | +0.09 |
| VYM Vanguard High DVD Yield ETF | Add +1.0% | 1.39% | +0.08 |
| COR Cencora Inc. | Add +5.2% | 0.31% | +0.08 |
| MCD McDonald's Corp. | Add +17.5% | 0.33% | +0.08 |
| XOVR Ershares Private-Public Cros | New | 0.08% | +0.08 |
| ABBV Abbvie Inc. | Add +16.2% | 0.26% | +0.08 |
| LLY Eli Lilly & Co. | Add +39.4% | 0.22% | +0.08 |
| XPND First Trust Expanded Tech | New | 0.07% | +0.07 |
| ORCL Oracle Corp. | Add +44.3% | 0.33% | +0.07 |
| CTAS Cintas Corp. | Add +1.8% | 0.40% | +0.07 |
| VZ Verizon Communications Inc. | Add +4.0% | 0.35% | +0.07 |
| GDX Vaneck Gold Miners ETF | Add +2.8% | 0.20% | +0.06 |
| VCLT Vanguard Long-Term Corp. Bond | Add +31.9% | 0.22% | +0.06 |
| IBM Intl Business Machines Corp. | Add +0.2% | 0.39% | +0.06 |
| CGDV Cap Group Dividend Value | Add +4.7% | 0.64% | +0.06 |
| XPEV Xpeng Inc. - ADR | New | 0.06% | +0.06 |
| USTB Victoryshares Short-Term Bon | Add +20.4% | 0.27% | +0.06 |
Notes & Other Activity Q4 2024 → Q1 2025
| CORZW Core Scientific Inc. - 27 | *W EXP 01/23/202 | New | 10,265 | $31K |
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 |