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CIK: 0001109767
Total reported value
$2.1B
$2.1B
711 檔
8.5%
According to the latest 13F quarterly dataset, Nations Financial Group Inc, /ia/ /adv managed an equity portfolio of $2.1B at the end of Q3 2025, spanning 711 distinct U.S. exchange-listed positions.
In Q3 2025, Nations Financial Group Inc, /ia/ /adv displayed an active expansion posture, initiating 10 new positions and adding to 24 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 711 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 2.72% | -0.01% | -0.31% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.41% | +0.22% | -1.21% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.37% | -0.09% | +1.71% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.79% | +0.25% | -0.08% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.75% | -0.39% | -2.47% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.71% | -0.08% | -28.43% | |
| 7 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.56% | +0.04% | -2.86% | |
| 8 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 1.29% | +0.31% | +11.19% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 1.28% | +0.34% | +0.33% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.26% | +0.18% | +9.72% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.25% | — | -1.17% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.13% | -0.08% | +2.59% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.11% | +0.08% | +8.96% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.11% | +0.04% | +4.12% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.07% | +0.12% | -0.97% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.87% | +0.05% | -0.71% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.85% | +0.13% | +4.48% | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 0.85% | +0.14% | -3.87% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.84% | +0.19% | +6.48% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.83% | +0.02% | +0.59% | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 0.78% | -0.15% | +2.38% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | -0.08% | -12.37% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.72% | -0.57% | -9.76% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.72% | -0.57% | -7.59% | |
| 25 | CGDV | Cap Group Dividend Value | ETF-Other | 0.70% | +0.07% | +8.84% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.66% | — | -0.25% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.65% | -0.02% | -0.42% | |
| 28 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.64% | +0.02% | +0.73% | |
| 29 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.62% | +0.12% | +7.18% | |
| 30 | URA | Global X Uranium ETF | ETF-Other | 0.62% | -0.22% | -10.87% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.61% | +0.02% | +3.26% | |
| 32 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.59% | +0.04% | +4.39% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.74% | EXIT | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.54% | +0.01% | +4.57% | |
| 35 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.54% | +0.02% | +8.46% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.52% | -0.01% | — | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.51% | -0.11% | -6.12% | |
| 38 | SLV | Ishares Silver Trust | ETF-Commodities | 0.50% | -0.10% | -1.15% | |
| 39 | SEA1EUR | Seabridge Gold Inc | Stock-Other | 0.49% | -0.39% | EXIT | |
| 40 | EPD | Enterprise Products Partners | Stock-Energy | 0.49% | -0.07% | -0.71% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.48% | +0.02% | +1.89% | |
| 42 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.48% | +0.05% | +7.85% | |
| 43 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.46% | +0.10% | — | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | +0.01% | +20.04% | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.45% | +0.02% | +3.98% | |
| 46 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.44% | -0.02% | +5.81% | |
| 47 | FFLC | Fidelity Fndmntl L/c Cor ETF | ETF-Other | 0.44% | +0.03% | -2.79% | |
| 48 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.44% | -0.38% | +14.26% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.43% | +0.03% | -9.73% | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.43% | +0.11% | +4.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.8% | -0.31% | Add |
| 2 | URA | Global X Uranium ETF | +0.6% | -10.87% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.5% | +9.72% | Add |
| 4 | AVGO | Broadcom Inc | +0.4% | -0.97% | Trim |
| 5 | MSFT | Microsoft CORP | +0.4% | +1.71% | Add |
| 6 | FBCG | Fidelity Blue Chip Grow ETF | +0.4% | +11.19% | Add |
| 7 | SCHX | Schwab US Large-cap ETF | +0.4% | +1601.48% | Add |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +4.92% | Add |
| 9 | AMD | Advanced Micro Devices | +0.3% | +22.37% | Add |
| 10 | SEA1EUR | Seabridge Gold Inc | +0.2% | +10.25% | Add |
| 11 | FBND | Fidelity Total Bond ETF | +0.2% | +308.43% | Add |
| 12 | META | Meta Platforms Inc-class A | +0.2% | +2.59% | Add |
| 13 | ORCL | Oracle CORP | +0.2% | -6.12% | Trim |
| 14 | TSLA | Tesla Inc | +0.2% | +20.04% | Add |
| 15 | OBIL | F/m US Treasury 12 Month Bil | +0.2% | +69.44% | Add |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -0.08% | Add |
| 17 | STIP | Ishares 0-5 Year Tips Bond E | +0.2% | +14.26% | Add |
| 18 | GDX | Vaneck Gold Miners ETF | +0.1% | +13.42% | Add |
| 19 | BAR | Graniteshares Gold Trust | +0.1% | -32.54% | Add |
| 20 | HWKN | Hawkins Inc | +0.1% | +2.33% | Add |
| 21 | KLAC | Kla CORP | +0.1% | +0.81% | Add |
| 22 | XLK | Ss Technology Select Sector | +0.1% | +0.33% | Trim |
| 23 | IVV | Ishares Core S&p 500 ETF | +0.1% | +6.48% | Add |
| 24 | CGDV | Cap Group Dividend Value | +0.1% | +8.84% | Add |
| 25 | AMZN | Amazon.com Inc | +0.1% | +8.96% | Add |
| 26 | GLD | Spdr Gold Shares | +0.1% | +2.38% | Add |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +4.48% | Add |
| 28 | VUG | Vanguard Growth ETF | 0% | -3.87% | Trim |
| 29 | JPM | Jpmorgan Chase & Co | 0% | +4.12% | Trim |
| 30 | IWV | Ishares Russell 3000 ETF | -0.1% | -2.86% | Trim |
| 31 | IJH | Ishares Core S&p Midcap ETF | -0.2% | -2.47% | Trim |
| 32 | VAL | Valaris Limited | -0.2% | -29.42% | Trim |
| 33 | OKE | Oneok Inc | -0.3% | -55.55% | Trim |
| 34 | UNH | Unitedhealth Group Inc | -0.3% | -3.03% | Trim |
| 35 | MSTR | Strategy Inc | -0.4% | +1.14% | Trim |
| 36 | JEPI | Jpmorgan Equity Premium Inco | -0.4% | -47.60% | Trim |
| 37 | XOM | Exxon Mobil CORP | -0.5% | +0.74% | Trim |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | -1.2% | -28.43% | Trim |
| 39 | SPMO | Invesco S&p 500 Momentum ETF | — | NEW | New buy |
| 40 | BMNR | Bitmine Immersion Technologi | — | NEW | New buy |
| 41 | HGER | Harbor Commodity All Weather | — | NEW | New buy |
| 42 | DIVO | Amplify Cwp Enhan Divid ETF | — | NEW | New buy |
| 43 | PTL | Inspire 500 ETF | — | NEW | New buy |
| 44 | IONQ | Ionq Inc | — | NEW | New buy |
| 45 | COPY | Tweedy Browne Insdr+valu ETF | — | NEW | New buy |
| 46 | SIVR | Abrdn Physical Silver Shares | — | NEW | New buy |
| 47 | INGR | Ingredion Inc | — | EXIT | Sold out |
| 48 | OIH | Vaneck Oil Services ETF | — | NEW | New buy |
| 49 | YEAR | AB Ultra Short Income ETF | — | EXIT | Sold out |
| 50 | BIBL | Inspire 100 ETF | — | 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 711 disclosed positions in Q3 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 NVDA, AAPL, MSFT) accounted for 8.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
SPMO
市值: $7.4M
Top Position Liquidated / Trimmed
INGR
前期市值: $2.7M
During Q3 2025, Nations Financial Group Inc, /ia/ /adv's top holdings by market value included NVDA (2.7%)、AAPL (2.4%)、MSFT (2.4%). The largest single position, NVDA, represented 2.7% of total portfolio value.
In Q3 2025, Nations Financial Group Inc, /ia/ /adv made 50 total portfolio adjustments, initiating 10 new buys, adding to 24 positions, trimming 14 holdings, and fully liquidating 2 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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