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CIK: 0001109767
Total reported value
$2.1B
$2.1B
746 檔
10.3%
In Q4 2025, Nations Financial Group Inc, /ia/ /adv's U.S. equity holdings reached a combined market value of $2.1B, distributed across 746 disclosed stock positions.
In Q4 2025, Nations Financial Group Inc, /ia/ /adv displayed an active expansion posture, initiating 4 new positions and adding to 39 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, NVDA, AAPL) accounted for 10.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
LPLA
市值: $5.1M
Top Position Liquidated / Trimmed
COST
前期市值: $11.9M
Showing top 200 holdings (of 746 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.63% | +0.19% | +260.80% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.56% | -0.01% | +11.37% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.32% | +0.22% | +6.75% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.13% | -0.09% | +13.95% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.69% | +0.25% | +9.09% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.63% | +0.18% | +19.17% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 1.63% | +0.14% | +123.19% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.62% | -0.39% | +8.08% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.60% | +0.13% | +116.83% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.43% | -0.08% | -1.36% | |
| 11 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.37% | +0.04% | +1.99% | |
| 12 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 1.27% | +0.31% | +14.58% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.17% | +0.08% | +18.18% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.14% | -0.08% | +33.10% | |
| 15 | XLK | Ss Technology Select Sector | ETF-Tech | 1.13% | +0.34% | +105.13% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.08% | +0.04% | +12.51% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.06% | +0.12% | +11.88% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.04% | — | -3.20% | |
| 19 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.91% | +0.05% | +6525.37% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.83% | +0.02% | +20.63% | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 0.78% | -0.15% | +7.02% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.74% | +0.05% | +1.37% | |
| 23 | CGDV | Cap Group Dividend Value | ETF-Other | 0.68% | +0.07% | +10.69% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.74% | EXIT | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.62% | +0.07% | +96.95% | |
| 26 | SLV | Ishares Silver Trust | ETF-Commodities | 0.62% | -0.10% | -3.69% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | — | +6.58% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.60% | -0.57% | -1.63% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.60% | -0.57% | +1.00% | |
| 30 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.58% | +0.02% | +28.26% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.57% | -0.02% | +2.66% | |
| 32 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.57% | +0.02% | +3.00% | |
| 33 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.55% | +0.12% | +7.29% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | +0.06% | +164.52% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.54% | +0.02% | +1.30% | |
| 36 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.51% | +0.04% | +1.60% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.50% | -0.08% | -13.77% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.49% | +0.01% | +4.63% | |
| 39 | SEA1EUR | Seabridge Gold Inc | Stock-Other | 0.48% | -0.39% | EXIT | |
| 40 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.47% | +0.05% | +10.59% | |
| 41 | URA | Global X Uranium ETF | ETF-Other | 0.46% | -0.22% | -2.50% | |
| 42 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.45% | +0.03% | +39.51% | |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | -0.02% | +347.45% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | +0.06% | +140.38% | |
| 45 | EPD | Enterprise Products Partners | Stock-Energy | 0.43% | -0.07% | +1.65% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.43% | +0.02% | +1.41% | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.43% | -0.02% | +26.28% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.11% | +10.88% | |
| 49 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.41% | -0.02% | +9.36% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.41% | +0.03% | +11.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.8% | +260.80% | Add |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | +0.9% | +6525.37% | Add |
| 3 | VUG | Vanguard Growth ETF | +0.8% | +123.19% | Add |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.8% | +116.83% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | +19.17% | Add |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +347.45% | Add |
| 7 | GS | Goldman Sachs Group Inc | +0.3% | +796.24% | Add |
| 8 | VOO | Vanguard S&p 500 ETF | +0.3% | +164.52% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.3% | +140.38% | Add |
| 10 | BA | Boeing Co/the | +0.3% | +270.83% | Add |
| 11 | SCHX | Schwab US Large-cap ETF | +0.3% | +96.95% | Add |
| 12 | NOBL | Proshares S&p 500 Dividend A | +0.2% | +1572.37% | Add |
| 13 | BKDV | Bny Mellon Dynamic Value | +0.1% | +356.16% | Add |
| 14 | COF | Capital One Financial CORP | +0.1% | +251.80% | Add |
| 15 | SIVR | Abrdn Physical Silver Shares | +0.1% | +34.97% | Add |
| 16 | GLW | Corning Inc | +0.1% | +604.52% | Add |
| 17 | SLV | Ishares Silver Trust | +0.1% | -3.69% | Trim |
| 18 | DIVO | Amplify Cwp Enhan Divid ETF | +0.1% | +67.13% | Add |
| 19 | AMD | Advanced Micro Devices | +0.1% | +19.35% | Add |
| 20 | RTX | Rtx CORP | +0.1% | +47.09% | Add |
| 21 | PNOV | Innovator U.s. Equity Power | +0.1% | +60.59% | Add |
| 22 | XOM | Exxon Mobil CORP | +0.1% | +23.33% | Add |
| 23 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | +39.51% | Add |
| 24 | IAU | Ishares Gold Trust | +0.1% | +58.40% | Add |
| 25 | AMZN | Amazon.com Inc | +0.1% | +18.18% | Add |
| 26 | PANW | Palo Alto Networks Inc | +0.1% | +71.39% | Add |
| 27 | JCPB | Jpmorgan Core Plus Bond ETF | 0% | +28.26% | Add |
| 28 | META | Meta Platforms Inc-class A | 0% | +33.10% | Add |
| 29 | VWO | Vanguard Ftse Emerging Marke | — | +20.63% | Add |
| 30 | GLD | Spdr Gold Shares | — | +7.02% | Add |
| 31 | AVGO | Broadcom Inc | 0% | +11.88% | Add |
| 32 | FBCG | Fidelity Blue Chip Grow ETF | 0% | +14.58% | Add |
| 33 | JPM | Jpmorgan Chase & Co | 0% | +12.51% | Add |
| 34 | AAPL | Apple Inc | -0.1% | +6.75% | Add |
| 35 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +9.09% | Add |
| 36 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +8.08% | Add |
| 37 | AJG | Arthur J Gallagher & Co | -0.2% | -89.73% | Trim |
| 38 | NVDA | Nvidia CORP | -0.2% | +11.37% | Add |
| 39 | ORCL | Oracle CORP | -0.2% | +5.75% | Add |
| 40 | CTAS | Cintas CORP | -0.2% | -90.16% | Trim |
| 41 | BMNR | Bitmine Immersion Technologi | -0.2% | -3.69% | Trim |
| 42 | MSTR | Strategy Inc | -0.2% | +12.24% | Add |
| 43 | TSLA | Tesla Inc | -0.2% | -43.66% | Trim |
| 44 | MSFT | Microsoft CORP | -0.2% | +13.95% | Add |
| 45 | COST | Costco Wholesale CORP | -0.2% | -13.77% | Trim |
| 46 | HGER | Harbor Commodity All Weather | -0.3% | -95.28% | Trim |
| 47 | LPLA | Lpl Financial Holdings Inc | — | NEW | New buy |
| 48 | CFA | Victoryshares US 500 Volatil | — | NEW | New buy |
| 49 | CORZ | Core Scientific Inc | — | NEW | New buy |
| 50 | ARES | Ares Management CORP - A | — | 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 746 disclosed positions in Q4 2025.
During Q4 2025, Nations Financial Group Inc, /ia/ /adv's top holdings by market value included IVV (2.6%)、NVDA (2.6%)、AAPL (2.3%). The largest single position, IVV, represented 2.6% of total portfolio value.
In Q4 2025, Nations Financial Group Inc, /ia/ /adv made 50 total portfolio adjustments, initiating 4 new buys, adding to 39 positions, trimming 7 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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