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CIK: 0001109767
Total reported value
$2.1B
$2.1B
655 檔
7.3%
As reported in its official Q1 2025 Form 13F filing, Nations Financial Group Inc, /ia/ /adv's tracked investment portfolio stood at $2.1B with 655 total positions.
In Q1 2025, Nations Financial Group Inc, /ia/ /adv displayed an active expansion posture, initiating 16 new positions and adding to 29 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 655 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.92% | +0.22% | -2.73% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.88% | -0.08% | +2.45% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.02% | -0.09% | -4.16% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.95% | -0.39% | +0.39% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.90% | -0.01% | +1.72% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.65% | +0.04% | -3.85% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.63% | +0.25% | -1.66% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.39% | — | +1.02% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 1.21% | +0.34% | +1.13% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | +0.04% | -7.76% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.10% | -0.74% | EXIT | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.06% | +0.08% | +0.82% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.04% | -0.08% | +10.99% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.99% | +0.05% | -10.78% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.94% | -0.08% | +19.29% | |
| 16 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 0.94% | +0.31% | +17.34% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.85% | +0.02% | +29.43% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.83% | +0.13% | +25.41% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 0.83% | +0.14% | +1.24% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | +0.19% | +61.22% | |
| 21 | MSTR | Strategy Inc | Stock-Tech | 0.76% | -0.03% | EXIT | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.74% | -0.57% | -1.71% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.74% | — | +4.83% | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 0.73% | -0.15% | -1.08% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.73% | -0.57% | -2.57% | |
| 26 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.73% | +0.02% | -4.47% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | +0.18% | +8.12% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.70% | +0.12% | -0.23% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.68% | -0.02% | -15.31% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.68% | +0.02% | -1.76% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.67% | -0.01% | +10.00% | |
| 32 | EPD | Enterprise Products Partners | Stock-Energy | 0.65% | -0.07% | +8.71% | |
| 33 | CGDV | Cap Group Dividend Value | ETF-Other | 0.64% | +0.07% | +4.69% | |
| 34 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.59% | +0.12% | +8.10% | |
| 35 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.59% | +0.04% | +4.28% | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.56% | +0.03% | -9.03% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.53% | +0.01% | +25.60% | |
| 38 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.53% | +0.02% | +27.93% | |
| 39 | FINS | Angel Oak Financ Strat Inc | Stock-Other | 0.53% | -0.02% | -1.54% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.51% | +0.02% | -7.12% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.50% | +0.03% | +128.98% | |
| 42 | ADP | Automatic Data Processing | Stock-Tech | 0.50% | — | -12.44% | |
| 43 | BXMT | Blackstone Mortgage Tru-cl A | Stock-Real Estate | 0.49% | -0.05% | -5.99% | |
| 44 | FFLC | Fidelity Fndmntl L/c Cor ETF | ETF-Other | 0.48% | +0.03% | +8.51% | |
| 45 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.47% | -0.01% | +1.79% | |
| 46 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.44% | -0.02% | +6.05% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.44% | -0.11% | -8.17% | |
| 48 | SLV | Ishares Silver Trust | ETF-Commodities | 0.44% | -0.10% | +10.04% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.43% | +0.02% | +1.49% | |
| 50 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.43% | +0.05% | +44.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +0.9% | -7.76% | Add |
| 2 | COST | Costco Wholesale CORP | +0.9% | +10.99% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.6% | +1.04% | Add |
| 4 | AVGO | Broadcom Inc | +0.6% | -0.23% | Add |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +2.45% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.4% | +19.29% | Add |
| 7 | SCHD | Schwab US Dvd Equity ETF | +0.4% | -1.71% | Add |
| 8 | SLV | Ishares Silver Trust | +0.4% | +10.04% | Add |
| 9 | VTV | Vanguard Value ETF | +0.4% | -1.76% | Add |
| 10 | NVDA | Nvidia CORP | +0.4% | +1.72% | Add |
| 11 | BABA | Alibaba Group Holding-sp Adr | +0.4% | +121.86% | Add |
| 12 | IVV | Ishares Core S&p 500 ETF | +0.3% | +61.22% | Add |
| 13 | CVX | Chevron CORP | +0.3% | -13.46% | Add |
| 14 | AMGN | Amgen Inc | +0.3% | -9.75% | Add |
| 15 | EPD | Enterprise Products Partners | +0.2% | +8.71% | Add |
| 16 | ADP | Automatic Data Processing | +0.2% | -12.44% | Add |
| 17 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | +10.00% | Add |
| 18 | VUG | Vanguard Growth ETF | +0.2% | +1.24% | Add |
| 19 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +25.60% | Add |
| 20 | V | Visa Inc-class A Shares | +0.1% | +4.83% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | +8.12% | Add |
| 22 | GLD | Spdr Gold Shares | +0.1% | -1.08% | Add |
| 23 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +1.02% | Add |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | +25.41% | Add |
| 25 | XLK | Ss Technology Select Sector | -0.4% | +1.13% | Add |
| 26 | QQQ | Invesco Qqq Trust Series 1 | -0.5% | -1.66% | Add |
| 27 | MSFT | Microsoft CORP | -0.6% | -4.16% | Add |
| 28 | IWV | Ishares Russell 3000 ETF | -1% | -3.85% | Add |
| 29 | AAPL | Apple Inc | -1% | -2.73% | Trim |
| 30 | IJH | Ishares Core S&p Midcap ETF | -1.6% | +0.39% | Add |
| 31 | IJR | Ishares Core S&p Small-cap E | -1.8% | -15.31% | Trim |
| 32 | FBCG | Fidelity Blue Chip Grow ETF | — | NEW | New buy |
| 33 | MSTR | Strategy Inc | — | NEW | New buy |
| 34 | CGDV | Cap Group Dividend Value | — | NEW | New buy |
| 35 | IMCG | Ishares Morningstar Mid-cap | — | NEW | New buy |
| 36 | TCAF | T Rowe Prc Cap Appreciation | — | NEW | New buy |
| 37 | JEPI | Jpmorgan Equity Premium Inco | — | NEW | New buy |
| 38 | PYPL | Paypal Holdings Inc | — | EXIT | Sold out |
| 39 | JCPB | Jpmorgan Core Plus Bond ETF | — | NEW | New buy |
| 40 | FINS | Angel Oak Financ Strat Inc | — | NEW | New buy |
| 41 | BXMT | Blackstone Mortgage Tru-cl A | — | NEW | New buy |
| 42 | FFLC | Fidelity Fndmntl L/c Cor ETF | — | NEW | New buy |
| 43 | SDVY | First Trust Smid Cap Rising | — | NEW | New buy |
| 44 | AVLV | Avantis US Large Cap Value | — | NEW | New buy |
| 45 | ET | Energy Transfer LP | — | NEW | New buy |
| 46 | IEI | Ishares 3-7 Year Treasury Bo | — | NEW | New buy |
| 47 | ATVIEUR | Activision Blizzard Inc | — | EXIT | Sold out |
| 48 | SHW | Sherwin-williams Co/the | — | EXIT | Sold out |
| 49 | FTSL | First Trust Senior Loan ETF | — | NEW | New buy |
| 50 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | — | NEW | New buy |
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 655 disclosed positions in Q1 2025.
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 7.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
FBCG
市值: $12.3M
Top Position Liquidated / Trimmed
PYPL
前期市值: $7.1M
During Q1 2025, Nations Financial Group Inc, /ia/ /adv's top holdings by market value included AAPL (2.9%)、BRK-B (2.9%)、MSFT (2.0%). The largest single position, AAPL, represented 2.9% of total portfolio value.
In Q1 2025, Nations Financial Group Inc, /ia/ /adv made 50 total portfolio adjustments, initiating 16 new buys, adding to 29 positions, trimming 2 holdings, and fully liquidating 3 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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