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CIK: 0001109767
Total reported value
$2.1B
$2.1B
621 檔
7.3%
At the close of Q1 2024, Nations Financial Group Inc, /ia/ /adv disclosed equity holdings valued at approximately $2.1B, spread across 621 reported holdings.
During Q1 2024, Nations Financial Group Inc, /ia/ /adv's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 621 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.23% | -0.08% | -4.26% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.77% | -0.09% | -5.83% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.70% | +0.22% | -3.50% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.19% | -0.39% | +411.73% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.89% | -0.01% | -7.36% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.78% | +0.04% | -1.81% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.60% | +0.25% | +1.51% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.51% | — | -3.31% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.35% | -0.57% | +2.60% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.26% | +0.08% | -3.47% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 1.24% | +0.34% | +1.22% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.24% | +0.05% | -4.61% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.12% | -0.02% | +10.10% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.08% | -0.74% | EXIT | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.99% | +0.13% | +2.72% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 0.98% | +0.02% | +0.83% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | +0.04% | +13.05% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.92% | -0.08% | +0.87% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 0.91% | +0.14% | -3.35% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.88% | +0.18% | +0.27% | |
| 21 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.81% | +0.02% | -2.76% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.77% | — | +3.18% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.72% | -0.57% | -3.73% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.69% | +0.03% | +3.06% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.65% | +0.02% | -7.27% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | +0.12% | +6.26% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.08% | -3.58% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.57% | +0.02% | -0.22% | |
| 29 | PSX | Phillips 66 | Stock-Energy | 0.55% | -0.03% | +1.03% | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.54% | +0.03% | +9.11% | |
| 31 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.53% | -0.03% | +5.16% | |
| 32 | FINS | Angel Oak Financ Strat Inc | Stock-Other | 0.53% | -0.02% | +11.43% | |
| 33 | EPD | Enterprise Products Partners | Stock-Energy | 0.53% | -0.07% | -0.41% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.52% | -0.02% | -1.13% | |
| 35 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.52% | +0.02% | +7.97% | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.52% | -0.15% | +0.19% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.19% | +4.37% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.49% | — | +1.35% | |
| 39 | ACN | Accenture plc | Stock-Tech | 0.49% | -0.07% | EXIT | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.49% | +0.01% | +32.64% | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.48% | -0.01% | — | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | +0.06% | +81.27% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.47% | +0.01% | -0.51% | |
| 44 | BXMT | Blackstone Mortgage Tru-cl A | Stock-Real Estate | 0.47% | -0.05% | -11.03% | |
| 45 | ADP | Automatic Data Processing | Stock-Tech | 0.47% | — | +2.37% | |
| 46 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.46% | -0.02% | +15.41% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | — | +1.37% | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.45% | +0.02% | +4.61% | |
| 49 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.44% | — | +7.81% | |
| 50 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 0.44% | +0.01% | +4.86% |
According to official SEC Form 13F filings, Nations Financial Group Inc, /ia/ /adv reported a total U.S. public equity portfolio value of $2.1B across 621 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including BRK-B, MSFT, AAPL) accounted for 7.3% of total reported equity market value during Q1 2024.
During Q1 2024, Nations Financial Group Inc, /ia/ /adv's top holdings by market value included BRK-B (3.2%)、MSFT (2.8%)、AAPL (2.7%). The largest single position, BRK-B, represented 3.2% of total portfolio value.
In Q1 2024, Nations Financial Group Inc, /ia/ /adv made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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