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CIK: 0001109767
Total reported value
$2.1B
$2.1B
671 檔
8.4%
In Q3 2024, Nations Financial Group Inc, /ia/ /adv's U.S. equity holdings reached a combined market value of $2.1B, distributed across 671 disclosed stock positions.
In Q3 2024, Nations Financial Group Inc, /ia/ /adv displayed an active expansion posture, initiating 11 new positions and adding to 26 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 671 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.30% | +0.22% | +3.45% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.84% | -0.08% | -4.78% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.68% | -0.09% | +8.99% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.06% | -0.01% | -1.05% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.95% | -0.39% | +0.86% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.69% | +0.04% | +0.76% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.64% | +0.25% | +1.61% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.32% | — | -0.73% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.24% | -0.57% | -6.13% | |
| 10 | XLK | Ss Technology Select Sector | ETF-Tech | 1.22% | +0.34% | +1.38% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.18% | +0.08% | +4.67% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.15% | +0.05% | +1.76% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.05% | +0.02% | +11.36% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.01% | -0.74% | EXIT | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.96% | -0.08% | +0.79% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.95% | +0.04% | +5.35% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.94% | -0.02% | -2.96% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.91% | +0.13% | -1.45% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 0.91% | +0.14% | +1.71% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | +0.18% | +3.49% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.87% | +0.12% | +1062.61% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.85% | +0.03% | +19.37% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | -0.08% | -1.87% | |
| 24 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.75% | +0.02% | +3.26% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | — | +5.04% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.69% | -0.57% | -0.31% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.64% | +0.02% | +2.48% | |
| 28 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.64% | -0.02% | +37.55% | |
| 29 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.60% | +0.03% | +19.19% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.59% | -0.15% | +7.90% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.19% | +7.74% | |
| 32 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.54% | -0.03% | +3.27% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.54% | +0.02% | +2.62% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.53% | +0.01% | +9.23% | |
| 35 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.52% | +0.03% | +69.69% | |
| 36 | FINS | Angel Oak Financ Strat Inc | Stock-Other | 0.52% | -0.02% | +5.04% | |
| 37 | BXMT | Blackstone Mortgage Tru-cl A | Stock-Real Estate | 0.51% | -0.05% | +2.15% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.51% | -0.02% | +4.31% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.49% | +0.01% | +1.61% | |
| 40 | EPD | Enterprise Products Partners | Stock-Energy | 0.48% | -0.07% | +3.96% | |
| 41 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.48% | +0.02% | +5.96% | |
| 42 | ADP | Automatic Data Processing | Stock-Tech | 0.48% | — | +4.83% | |
| 43 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.46% | +0.12% | +23.21% | |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.45% | -0.01% | — | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | — | +18.71% | |
| 46 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.45% | — | +0.83% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.11% | +4.35% | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.43% | -0.01% | +31.48% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | -0.01% | +24.48% | |
| 50 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.42% | -0.01% | +9.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +0.3% | NEW | New buy |
| 2 | TLH | Ishares 10-20 Year Treasury | +0.3% | NEW | New buy |
| 3 | OBIL | F/m US Treasury 12 Month Bil | +0.3% | NEW | New buy |
| 4 | IEI | Ishares 3-7 Year Treasury Bo | +0.2% | +69.69% | Add |
| 5 | VB | Vanguard Small-cap ETF | +0.2% | +125.89% | Add |
| 6 | PHYS | Sprott Physical Gold Trust | +0.2% | NEW | New buy |
| 7 | DJUN | Ft Vest US Equity Deep Buffe | +0.2% | NEW | New buy |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | +0.2% | +37.55% | Add |
| 9 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +63.87% | Add |
| 10 | CCJ | Cameco CORP | +0.1% | +134.40% | Add |
| 11 | UJUL | Innovator U.s. Equity Ultra | +0.1% | NEW | New buy |
| 12 | IWO | Ishares Russell 2000 Growth | +0.1% | NEW | New buy |
| 13 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +19.37% | Add |
| 14 | LULU | Lululemon Athletica Inc | +0.1% | NEW | New buy |
| 15 | VAL | Valaris Limited | +0.1% | NEW | New buy |
| 16 | AVGO | Broadcom Inc | +0.1% | +1062.61% | Add |
| 17 | BKNG | Booking Holdings Inc | +0.1% | +55.95% | Add |
| 18 | TEL | TE Connectivity plc | +0.1% | NEW | New buy |
| 19 | PJUL | Innovator U.s. Equity Power | +0.1% | NEW | New buy |
| 20 | VTV | Vanguard Value ETF | +0.1% | +11.36% | Add |
| 21 | AMGN | Amgen Inc | +0.1% | +31.48% | Add |
| 22 | GOLD | Gold.com Inc | +0.1% | +44.47% | Add |
| 23 | IMCG | Ishares Morningstar Mid-cap | +0.1% | +23.21% | Add |
| 24 | ABBV | Abbvie Inc | +0.1% | +19.52% | Add |
| 25 | JNJ | Johnson & Johnson | +0.1% | +18.71% | Add |
| 26 | HWKN | Hawkins Inc | +0.1% | -1.25% | Trim |
| 27 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +19.19% | Add |
| 28 | UNH | Unitedhealth Group Inc | +0.1% | +9.23% | Add |
| 29 | PG | Procter & Gamble Co/the | +0.1% | +24.48% | Add |
| 30 | NEE | Nextera Energy Inc | +0.1% | +13.55% | Add |
| 31 | LOW | Lowe's Cos Inc | +0.1% | +9.20% | Add |
| 32 | IBM | Intl Business Machines CORP | +0.1% | +9.98% | Add |
| 33 | AAPL | Apple Inc | +0.1% | +3.45% | Add |
| 34 | GLD | Spdr Gold Shares | +0.1% | +7.90% | Add |
| 35 | VO | Vanguard Mid-cap ETF | 0% | +1.76% | Add |
| 36 | VYM | Vanguard High Dvd Yield ETF | -0.1% | -0.73% | Trim |
| 37 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +0.86% | Add |
| 38 | IWV | Ishares Russell 3000 ETF | -0.1% | +0.76% | Add |
| 39 | ULTA | Ulta Beauty Inc | -0.1% | EXIT | Sold out |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -4.78% | Trim |
| 41 | SMCIUSD | Super Micro Computer Inc | -0.1% | EXIT | Sold out |
| 42 | WIREEUR | Encore Wire CORP | -0.1% | EXIT | Sold out |
| 43 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | -49.50% | Trim |
| 44 | DJAN | Ft Vest U.s. Equity Deep Buf | -0.2% | EXIT | Sold out |
| 45 | MSFT | Microsoft CORP | -0.2% | +8.99% | Add |
| 46 | ICSH | Ishares Ultra Short Duration | -0.2% | -79.46% | Trim |
| 47 | BLKCHF | Blackrock Inc | -0.2% | EXIT | Sold out |
| 48 | NFLX | Netflix Inc | -0.2% | -70.33% | Trim |
| 49 | IEF | Ishares 7-10 Year Treasury B | -0.2% | EXIT | Sold out |
| 50 | OMFL | Invesco Russell 1000 Dyn M/f | -0.3% | EXIT | Sold out |
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 671 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, BRK-B, MSFT) accounted for 8.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
BLK
市值: $3.8M
Top Position Liquidated / Trimmed
OMFL
前期市值: $3.7M
During Q3 2024, Nations Financial Group Inc, /ia/ /adv's top holdings by market value included AAPL (3.3%)、BRK-B (2.8%)、MSFT (2.7%). The largest single position, AAPL, represented 3.3% of total portfolio value.
In Q3 2024, Nations Financial Group Inc, /ia/ /adv made 50 total portfolio adjustments, initiating 11 new buys, adding to 26 positions, trimming 6 holdings, and fully liquidating 7 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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