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Nations Financial Group Inc, /Ia/ /Adv

Portfolio Manager
Nations Financial Group Inc, /Ia/ /Adv
Performance
-7.18% (2026 Q1)
AUM (13F)
$1.94B
# of Holdings
773
Performance Rank
Allocation (Top 20)
27.83%

Nations Financial Group Inc, /Ia/ /Adv Holdings Map

Top 50 Nations Financial Group Inc, /Ia/ /Adv Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES CORE S&P 500 ETF
2.49%73.9K$48.3M
+1.35%(+984)
2025-Q1: 17.9K shares2025-Q2: 19.0K shares2025-Q3: 20.2K shares2025-Q4: 73.0K shares2026-Q1: 73.9K shares
$629.88(+15.42%)
2026-03-31
NVDA
NVIDIA CORPORATION COM
2.47%275.3K$48.0M
+5.70%(+14.85K)
2025-Q1: 230.0K shares2025-Q2: 234.6K shares2025-Q3: 233.9K shares2025-Q4: 260.5K shares2026-Q1: 275.3K shares
$42.58(+361.53%)
2026-03-31
AAPL
APPLE INC COM
2.24%171.5K$43.5M
+5.85%(+9.47K)
2025-Q1: 172.1K shares2025-Q2: 153.7K shares2025-Q3: 151.8K shares2025-Q4: 162.0K shares2026-Q1: 171.5K shares
$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)
2025-Q1: 438.4K shares2025-Q2: 441.3K shares2025-Q3: 430.3K shares2025-Q4: 465.1K shares2026-Q1: 458.2K shares
$41.08(+78.35%)
2026-03-31
QQQ
INVESCO QQQ TRUST SERIES I
1.57%52.8K$30.5M
+0.98%(+512)
2025-Q1: 45.6K shares2025-Q2: 48.0K shares2025-Q3: 47.9K shares2025-Q4: 52.3K shares2026-Q1: 52.8K shares
$239.73(+184.33%)
2026-03-31
GOOGL
ALPHABET INC CAP STK CL A
1.56%105.3K$30.3M
+6.15%(+6.10K)
2025-Q1: 61.2K shares2025-Q2: 75.8K shares2025-Q3: 83.2K shares2025-Q4: 99.2K shares2026-Q1: 105.3K shares
$163.41(+137.70%)
2026-03-31
SPY
STATE STREET SPDR S&P 500 ETF
1.51%45.2K$29.4M
+1.63%(+726)
2025-Q1: 19.5K shares2025-Q2: 19.6K shares2025-Q3: 20.5K shares2025-Q4: 44.5K shares2026-Q1: 45.2K shares
$538.32(+34.45%)
2026-03-31
MSFT
MICROSOFT CORP COM
1.48%77.9K$28.8M
-7.01%(-5.87K)
2025-Q1: 70.4K shares2025-Q2: 72.3K shares2025-Q3: 73.5K shares2025-Q4: 83.7K shares2026-Q1: 77.9K shares
$278.46(+47.73%)
2026-03-31
IWV
ISHARES RUSSELL 3000 ETF
1.36%71.2K$26.4M
+5.80%(+3.90K)
2025-Q1: 67.9K shares2025-Q2: 67.9K shares2025-Q3: 65.9K shares2025-Q4: 67.3K shares2026-Q1: 71.2K shares
$256.25(+60.46%)
2026-03-31
VUG
VANGUARD GROWTH ETF
1.36%60.3K$26.4M
-4.75%(-3.01K)
2025-Q1: 29.3K shares2025-Q2: 29.5K shares2025-Q3: 28.4K shares2025-Q4: 63.3K shares2026-Q1: 60.3K shares
$62.83(+34.19%)
2026-03-31

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