13F Filings History of NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$1,899,687,314
Signature - Title
Joseph Schuessler - Business Support Specialist
Location
Cedar Rapids, IA
Summary
This page shows a list of all the recent 13F filings made by NATIONS FINANCIAL GROUP INC, /IA/ /ADV. Form 13F is required to be filed within 45 days of the end of a calendar quarter. NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported 746 stock holdings with total value $1,899,687,314 as of Q4 2025. Top holdings included IVV, NVDA, AAPL, MSFT, and QQQ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 746 $1,899,687,314 +$338,753,101 -$52,440,186 +$286,312,915 IVV, NVDA, AAPL, MSFT, QQQ 13F-HR 26 Jan 2026, 10:19
Q3 2025 711 $1,605,420,609 +$123,704,684 -$79,223,136 +$44,481,548 NVDA, AAPL, MSFT, QQQ, IJH 13F-HR 28 Oct 2025, 14:50
Q2 2025 678 $1,454,670,808 +$109,102,326 -$68,882,390 +$40,219,936 BRKB, NVDA, MSFT, AAPL, IJH 13F-HR 11 Aug 2025, 12:22
Q1 2025 655 $1,309,838,269 +$103,666,709 -$137,187,814 -$33,521,105 AAPL, BRKB, MSFT, IJH, NVDA 13F-HR 13 May 2025, 13:02
Q4 2024 667 $1,366,494,014 +$136,265,388 -$132,561,228 +$3,704,160 AAPL, BRKB, MSFT, NVDA, IJH 13F-HR 30 Jan 2025, 12:06
Q3 2024 671 $1,377,786,944 +$148,208,960 -$51,986,525 +$96,222,435 AAPL, BRKB, MSFT, NVDA, IJH 13F-HR 04 Nov 2024, 16:23
Q2 2024 629 $1,224,651,649 +$96,867,857 -$50,383,223 +$46,484,634 AAPL, BRKB, MSFT, NVDA, IJH 13F-HR 29 Jul 2024, 16:42
Q1 2024 621 $1,187,635,473 +$110,630,198 -$65,932,960 +$44,697,238 BRKB, MSFT, AAPL, IJH, NVDA 13F-HR 23 Apr 2024, 13:25
Q4 2023 619 $1,080,232,848 +$65,568,487 -$64,358,524 +$1,209,963 AAPL, BRKB, MSFT, IJH, IWV 13F-HR 09 Feb 2024, 16:03
Q3 2023 613 $993,322,975 +$75,951,784 -$68,543,025 +$7,408,759 AAPL, BRKB, MSFT, IJH, IWV 13F-HR 14 Nov 2023, 14:51
Q2 2023 614 $1,018,012,737 +$62,765,190 -$50,506,195 +$12,258,995 AAPL, MSFT, BRKB, IJH, VYM 13F-HR 14 Aug 2023, 11:16
Q1 2023 616 $953,126,786 +$83,127,494 -$55,246,199 +$27,881,295 AAPL, MSFT, BRKB, IJH, VYM 13F-HR 15 May 2023, 12:22
Q4 2022 596 $891,013,170 +$199,535,891 -$48,843,378 +$150,692,513 AAPL, BRKB, IJH, MSFT, VYM 13F-HR 07 Feb 2023, 16:48
Q3 2022 530 $690,889,000 +$62,239,170 -$71,669,129 -$9,429,959 AAPL, IJH, BRKB, VYM, IWV 13F-HR 14 Nov 2022, 13:34
Q2 2022 521 $745,183,000 +$100,635,146 -$61,914,226 +$38,720,920 AAPL, IJH, BRKB, VYM, IWV 13F-HR 15 Aug 2022, 10:22
Q1 2022 516 $832,548,000 +$174,932,629 -$69,455,821 +$105,476,808 AAPL, BRKB, IJH, IVV, IWV 13F-HR 13 May 2022, 17:15
Q4 2021 469 $759,744,000 +$94,804,213 -$46,177,276 +$48,626,937 AAPL, IJH, IVV, MSFT, IWV 13F-HR 10 Feb 2022, 11:46
Q3 2021 434 $658,552,000 +$128,589,315 -$55,967,302 +$72,622,013 AAPL, IJH, MSFT, IWV, BRKB 13F-HR 12 Nov 2021, 11:04
Q2 2021 399 $597,042,000 +$154,060,955 -$22,881,308 +$131,179,647 AAPL, IJH, IWV, MSFT, IJR 13F-HR 16 Aug 2021, 16:22
Q1 2021 345 $439,237,000 +$74,459,938 -$32,459,585 +$42,000,353 IJH, AAPL, IJR, QQQ, MSFT 13F-HR 14 May 2021, 15:34
Q4 2020 316 $379,778,000 +$40,599,347 -$14,089,001 +$26,510,346 AAPL, IJH, IJR, QQQ, XLK 13F-HR 16 Feb 2021, 11:52
Q3 2020 285 $322,412,000 +$47,193,502 -$18,979,710 +$28,213,792 AAPL, IJH, QQQ, IJR, XLK 13F-HR 12 Nov 2020, 17:14
Q2 2020 264 $281,622,000 +$20,190,970 -$14,766,825 +$5,424,145 IJH, AAPL, IJR, QQQ, XLK 13F-HR 13 Aug 2020, 16:03
Q1 2020 256 $234,026,000 +$23,413,176 -$28,234,988 -$4,821,812 IJH, AAPL, IJR, USMV, QQQ 13F-HR 08 May 2020, 13:56
Q4 2019 285 $289,970,000 +$15,810,740 -$17,113,159 -$1,302,419 IJH, AAPL, IJR, VWO, QQQ 13F-HR 05 Feb 2020, 11:25
Q3 2019 288 $277,771,000 +$125,188,914 -$3,077,735 +$122,111,179 IJH, AAPL, IJR, QQQ, VWO 13F-HR 08 Nov 2019, 16:37
Q2 2019 173 $151,280,000 +$9,557,454 -$9,975,558 -$418,104 IJH, IJR, QQQ, USMV, AAPL 13F-HR 13 Aug 2019, 16:27
Q1 2019 171 $145,808,000 +$10,112,884 -$4,159,013 +$5,953,871 IJH, QQQ, IJR, USMV, AAPL 13F-HR 10 May 2019, 11:49
Q4 2018 164 $124,852,000 +$9,187,077 -$7,400,674 +$1,786,403 IJH, QQQ, IJR, USMV, AAPL 13F-HR 07 Feb 2019, 08:41
Q3 2018 169 $139,547,000 +$17,414,302 -$3,816,708 +$13,597,594 IJH, QQQ, IJR, AAPL, USMV 13F-HR 07 Nov 2018, 12:15
Q2 2018 161 $119,747,000 +$19,110,109 -$10,962,897 +$8,147,212 IJH, QQQ, IJR, AAPL, BRKB 13F-HR 09 Aug 2018, 10:08
Q1 2018 152 $109,610,000 +$6,669,375 -$3,976,166 +$2,693,209 IJH, QQQ, IJR, BRKB, AAPL 13F-HR 14 May 2018, 11:31
Q4 2017 146 $109,075,000 +$5,424,504 -$2,971,523 +$2,452,981 IJH, QQQ, IJR, AAPL, BRKB 13F-HR 12 Feb 2018, 15:15
Q3 2017 143 $102,950,000 +$6,182,853 -$28,211,448 -$22,028,595 IJH, QQQ, IJR, BRKB, AAPL 13F-HR 13 Nov 2017, 13:54
Q2 2017 168 $121,596,000 +$20,834,494 -$2,945,728 +$17,888,766 IJH, QQQ, VWO, IJR, EFV 13F-HR 10 Aug 2017, 14:06
Q1 2017 149 $102,548,000 +$12,484,495 -$6,056,634 +$6,427,861 QQQ, IJH, EFV, VWO, AAPL 13F-HR 12 May 2017, 09:17
Q4 2016 140 $92,417,000 +$7,444,054 -$17,252,759 -$9,808,705 QQQ, EFV, BRKB, VWO, IJH 13F-HR 13 Feb 2017, 15:37
Q3 2016 159 $101,032,000 +$5,767,174 -$2,348,756 +$3,418,418 QQQ, EFV, VWO, DNP, BRKB 13F-HR 14 Nov 2016, 11:42
Q2 2016 149 $95,384,000 +$9,628,746 -$3,471,290 +$6,157,456 QQQ, EFV, DNP, BRKB, VWO 13F-HR 12 Aug 2016, 16:40
Q1 2016 141 $86,983,000 +$11,394,385 -$3,658,772 +$7,735,613 QQQ, EFV, DNP, BRKB, VWO Restatement 06 Sep 2016, 14:01
Q4 2015 127 $76,660,000 $0 $0 $0 QQQ, EFV, DNP, VWO, BRKB Restatement 06 Sep 2016, 14:00