NATIONS FINANCIAL GROUP INC, /IA/ /ADV - Portfolio overview

NATIONS FINANCIAL GROUP INC, /IA/ /ADV has 826 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES CORE S&P 500 ETF, 2.45%
2. NVDA - NVIDIA CORPORATION COM, 2.43%
3. AAPL - APPLE INC COM, 2.21%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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