13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001109767
Total reported value
$2.1B
$2.1B
667 檔
7.8%
According to the latest 13F quarterly dataset, Nations Financial Group Inc, /ia/ /adv managed an equity portfolio of $2.1B at the end of Q4 2024, spanning 667 distinct U.S. exchange-listed positions.
Nations Financial Group Inc, /ia/ /adv executed strategic sector rebalancing during Q4 2024, establishing 12 new positions while fully exiting 6 holdings and trimming 19 positions.
Showing top 200 holdings (of 667 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.24% | +0.22% | -9.41% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.30% | -0.08% | -18.53% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.27% | -0.09% | -14.37% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.22% | -0.01% | -3.44% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.99% | -0.39% | +1.45% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.73% | +0.25% | +0.33% | |
| 7 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.73% | +0.04% | -0.79% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.30% | — | -1.60% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 1.29% | +0.34% | +2.03% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.16% | +0.08% | -17.07% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.12% | +0.04% | +2.74% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.09% | +0.05% | -6.09% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 0.94% | -0.74% | EXIT | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 0.94% | +0.12% | -20.33% | |
| 15 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 0.89% | +0.31% | +443.08% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.87% | -0.08% | -12.55% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 0.87% | +0.14% | -11.45% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.85% | -0.02% | -9.12% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.18% | -23.04% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | -0.08% | -2.53% | |
| 21 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.76% | +0.02% | -0.12% | |
| 22 | MSTR | Strategy Inc | Stock-Tech | 0.72% | -0.03% | EXIT | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.71% | -0.57% | +75.03% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.68% | -0.57% | +0.44% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.68% | +0.01% | +62.35% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.67% | +0.13% | -29.13% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.65% | +0.02% | -36.76% | |
| 28 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.62% | -0.02% | -0.57% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.61% | +0.02% | +3.13% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | — | -24.45% | |
| 31 | GLD | Spdr Gold Shares | ETF-Commodities | 0.60% | -0.15% | +1.58% | |
| 32 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.59% | +0.03% | +1.25% | |
| 33 | CGDV | Cap Group Dividend Value | ETF-Other | 0.58% | +0.07% | +850.23% | |
| 34 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.56% | +0.12% | +15.28% | |
| 35 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.56% | +0.04% | — | |
| 36 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.55% | +0.03% | +8.87% | |
| 37 | EPD | Enterprise Products Partners | Stock-Energy | 0.53% | -0.07% | +0.56% | |
| 38 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.53% | -0.03% | +2.36% | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.52% | -0.02% | +4.39% | |
| 40 | ADP | Automatic Data Processing | Stock-Tech | 0.52% | — | +1.61% | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.50% | -0.01% | +11.11% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.49% | +0.02% | +1.15% | |
| 43 | FINS | Angel Oak Financ Strat Inc | Stock-Other | 0.48% | -0.02% | -4.02% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | +0.19% | -20.47% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.47% | -0.11% | -3.40% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.46% | +0.01% | +1.65% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.45% | +0.01% | -1.64% | |
| 48 | FFLC | Fidelity Fndmntl L/c Cor ETF | ETF-Other | 0.45% | +0.03% | — | |
| 49 | ET | Energy Transfer LP | Stock-Energy | 0.44% | -0.03% | -4.85% | |
| 50 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.43% | +0.02% | +4.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FBCG | Fidelity Blue Chip Grow ETF | +0.7% | +443.08% | Add |
| 2 | TCAF | T Rowe Prc Cap Appreciation | +0.6% | NEW | New buy |
| 3 | CGDV | Cap Group Dividend Value | +0.5% | +850.23% | Add |
| 4 | FFLC | Fidelity Fndmntl L/c Cor ETF | +0.5% | NEW | New buy |
| 5 | TSLA | Tesla Inc | +0.4% | +62.35% | Add |
| 6 | MSTR | Strategy Inc | +0.4% | +31.47% | Add |
| 7 | GEO | Geo Group Inc/the | +0.4% | NEW | New buy |
| 8 | SOFI | Sofi Technologies Inc | +0.3% | NEW | New buy |
| 9 | PNOV | Innovator U.s. Equity Power | +0.2% | NEW | New buy |
| 10 | SDVY | First Trust Smid Cap Rising | +0.2% | +102.53% | Add |
| 11 | RGTI | Rigetti Computing Inc | +0.2% | NEW | New buy |
| 12 | JCPB | Jpmorgan Core Plus Bond ETF | +0.2% | +103.91% | Add |
| 13 | PNW | Pinnacle West Capital | +0.2% | NEW | New buy |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | +2.74% | Add |
| 15 | YEAR | AB Ultra Short Income ETF | +0.2% | NEW | New buy |
| 16 | APP | Applovin Corp-class A | +0.2% | NEW | New buy |
| 17 | ANET | Arista Networks Inc | +0.2% | NEW | New buy |
| 18 | NVDA | Nvidia CORP | +0.2% | -3.44% | Trim |
| 19 | RMD | Resmed Inc | +0.2% | NEW | New buy |
| 20 | PFF | Ishares Preferred & Income S | +0.2% | +444.62% | Add |
| 21 | VZ | Verizon Communications Inc | +0.1% | +107.32% | Add |
| 22 | AVLV | Avantis US Large Cap Value | +0.1% | +80.86% | Add |
| 23 | CGNG | Cap Group New Geography Eq | +0.1% | NEW | New buy |
| 24 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +107.33% | Add |
| 25 | CCJ | Cameco CORP | +0.1% | +38.83% | Add |
| 26 | IVV | Ishares Core S&p 500 ETF | -0.1% | -20.47% | Trim |
| 27 | GOOG | Alphabet Inc-cl C | -0.1% | -48.97% | Trim |
| 28 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -63.74% | Trim |
| 29 | BABA | Alibaba Group Holding-sp Adr | -0.1% | -36.00% | Trim |
| 30 | GOOGL | Alphabet Inc-cl A | -0.1% | -23.04% | Trim |
| 31 | PDD | Pdd Holdings Inc | -0.1% | EXIT | Sold out |
| 32 | WLK | Westlake CORP | -0.1% | EXIT | Sold out |
| 33 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | Sold out |
| 34 | PHYS | Sprott Physical Gold Trust | -0.2% | -89.02% | Trim |
| 35 | MCHP | Microchip Technology Inc | -0.2% | -80.07% | Trim |
| 36 | DJUN | Ft Vest US Equity Deep Buffe | -0.2% | EXIT | Sold out |
| 37 | MRK | Merck & Co. Inc. | -0.2% | -40.79% | Trim |
| 38 | MA | Mastercard Inc - A | -0.2% | -92.73% | Trim |
| 39 | GOLD | Gold.com Inc | -0.2% | EXIT | Sold out |
| 40 | IVE | Ishares S&p 500 Value ETF | -0.2% | -49.05% | Trim |
| 41 | EDIV | State Street Spdr S&p Emergi | -0.2% | EXIT | Sold out |
| 42 | ABBV | Abbvie Inc | -0.2% | -49.91% | Trim |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -29.13% | Trim |
| 44 | TLH | Ishares 10-20 Year Treasury | -0.2% | -92.41% | Trim |
| 45 | LLY | Eli Lilly & Co | -0.3% | -60.12% | Trim |
| 46 | VTV | Vanguard Value ETF | -0.4% | -36.76% | Trim |
| 47 | MSFT | Microsoft CORP | -0.4% | -14.37% | Trim |
| 48 | VTI | Vanguard Total Stock Mkt ETF | -0.4% | -51.24% | Trim |
| 49 | SCHD | Schwab US Dvd Equity ETF | -0.5% | +75.03% | Add |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | -18.53% | Trim |
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 667 disclosed positions in Q4 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 7.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
TCAF
市值: $7.6M
Top Position Liquidated / Trimmed
EDIV
前期市值: $2.8M
During Q4 2024, Nations Financial Group Inc, /ia/ /adv's top holdings by market value included AAPL (3.2%)、BRK-B (2.3%)、MSFT (2.3%). The largest single position, AAPL, represented 3.2% of total portfolio value.
In Q4 2024, Nations Financial Group Inc, /ia/ /adv made 50 total portfolio adjustments, initiating 12 new buys, adding to 13 positions, trimming 19 holdings, and fully liquidating 6 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.