Top 50 Nations Financial Group Inc, /Ia/ /Adv Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 2.49% | 73.9K | $48.3M | +1.35%(+984) | $629.88(+15.42%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 2.47% | 275.3K | $48.0M | +5.70%(+14.85K) | $42.58(+361.53%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 2.24% | 171.5K | $43.5M | +5.85%(+9.47K) | $106.44(+166.98%) | 2026-03-31 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 1.59% | 458.2K | $30.9M | -1.49%(-6.92K) | $41.08(+78.35%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TRUST SERIES I | 1.57% | 52.8K | $30.5M | +0.98%(+512) | $239.73(+184.33%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 1.56% | 105.3K | $30.3M | +6.15%(+6.10K) | $163.41(+137.70%) | 2026-03-31 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 1.51% | 45.2K | $29.4M | +1.63%(+726) | $538.32(+34.45%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 1.48% | 77.9K | $28.8M | -7.01%(-5.87K) | $278.46(+47.73%) | 2026-03-31 | |
| IWV | ISHARES RUSSELL 3000 ETF | 1.36% | 71.2K | $26.4M | +5.80%(+3.90K) | $256.25(+60.46%) | 2026-03-31 | |
| VUG | VANGUARD GROWTH ETF | 1.36% | 60.3K | $26.4M | -4.75%(-3.01K) | $62.83(+34.19%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.04% | +60.34% |
| Top 20 Holdings Unweighted | +18.18% | +65.04% |
Sign up free to track Nations Financial Group Inc, /Ia/ /Adv, compare funds side by side, and get alerts the moment positions change.