NATIONS FINANCIAL GROUP INC, /IA/ /ADV

13F Filings History

Latest 13F report
Q3 2024 - Nov 4, 2024
Value $
$1.38B
Signature - Title
Matthew B. Vawter - Trading & Risk Manager
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 671 stock holdings with total value $1.38B as of Q3 2024. Top holdings included AAPL, BRKB, MSFT, NVDA, and IJH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 671 $1.38B +$148M -$52M +$96.2M AAPL, BRKB, MSFT, NVDA, IJH 13F-HR 11/4/2024, 04:23 PM
Q2 2024 629 $1.22B +$96.9M -$50.4M +$46.5M AAPL, BRKB, MSFT, NVDA, IJH 13F-HR 7/29/2024, 04:42 PM
Q1 2024 621 $1.19B +$111M -$65.9M +$44.7M BRKB, MSFT, AAPL, IJH, NVDA 13F-HR 4/23/2024, 01:25 PM
Q4 2023 619 $1.08B +$65.6M -$64.4M +$1.21M AAPL, BRKB, MSFT, IJH, IWV 13F-HR 2/9/2024, 04:03 PM
Q3 2023 613 $993M +$76M -$68.5M +$7.41M AAPL, BRKB, MSFT, IJH, IWV 13F-HR 11/14/2023, 02:51 PM
Q2 2023 614 $1.02B +$62.8M -$50.5M +$12.3M AAPL, MSFT, BRKB, IJH, VYM 13F-HR 8/14/2023, 11:16 AM
Q1 2023 616 $953M +$83.1M -$55.2M +$27.9M AAPL, MSFT, BRKB, IJH, VYM 13F-HR 5/15/2023, 12:22 PM
Q4 2022 596 $891M +$200M -$48.8M +$151M AAPL, BRKB, IJH, MSFT, VYM 13F-HR 2/7/2023, 04:48 PM
Q3 2022 530 $691M +$62.2M -$71.7M -$9.43M AAPL, IJH, BRKB, VYM, IWV 13F-HR 11/14/2022, 01:34 PM
Q2 2022 521 $745M +$101M -$61.9M +$38.7M AAPL, IJH, BRKB, VYM, IWV 13F-HR 8/15/2022, 10:22 AM
Q1 2022 516 $833M +$175M -$69.5M +$105M AAPL, BRKB, IJH, IVV, IWV 13F-HR 5/13/2022, 05:15 PM
Q4 2021 469 $760M +$94.8M -$46.2M +$48.6M AAPL, IJH, IVV, MSFT, IWV 13F-HR 2/10/2022, 11:46 AM
Q3 2021 434 $659M +$129M -$56M +$72.6M AAPL, IJH, MSFT, IWV, BRKB 13F-HR 11/12/2021, 11:04 AM
Q2 2021 399 $597M +$154M -$22.9M +$131M AAPL, IJH, IWV, MSFT, IJR 13F-HR 8/16/2021, 04:22 PM
Q1 2021 345 $439M +$74.5M -$32.5M +$42M IJH, AAPL, IJR, QQQ, MSFT 13F-HR 5/14/2021, 03:34 PM
Q4 2020 316 $380M +$40.6M -$14.1M +$26.5M AAPL, IJH, IJR, QQQ, XLK 13F-HR 2/16/2021, 11:52 AM
Q3 2020 285 $322M +$47.2M -$19M +$28.2M AAPL, IJH, QQQ, IJR, XLK 13F-HR 11/12/2020, 05:14 PM
Q2 2020 264 $282M +$20.2M -$14.8M +$5.42M IJH, AAPL, IJR, QQQ, XLK 13F-HR 8/13/2020, 04:03 PM
Q1 2020 256 $234M +$23.4M -$28.2M -$4.82M IJH, AAPL, IJR, USMV, QQQ 13F-HR 5/8/2020, 01:56 PM
Q4 2019 285 $290M +$15.8M -$17.1M -$1.3M IJH, AAPL, IJR, VWO, QQQ 13F-HR 2/5/2020, 11:25 AM
Q3 2019 288 $278M +$125M -$3.08M +$122M IJH, AAPL, IJR, QQQ, VWO 13F-HR 11/8/2019, 04:37 PM
Q2 2019 173 $151M +$9.56M -$9.98M -$418K IJH, IJR, QQQ, USMV, AAPL 13F-HR 8/13/2019, 04:27 PM
Q1 2019 171 $146M +$10.1M -$4.16M +$5.95M IJH, QQQ, IJR, USMV, AAPL 13F-HR 5/10/2019, 11:49 AM
Q4 2018 164 $125M +$9.19M -$7.4M +$1.79M IJH, QQQ, IJR, USMV, AAPL 13F-HR 2/7/2019, 08:41 AM
Q3 2018 169 $140M +$17.4M -$3.82M +$13.6M IJH, QQQ, IJR, AAPL, USMV 13F-HR 11/7/2018, 12:15 PM
Q2 2018 161 $120M +$19.1M -$11M +$8.15M IJH, QQQ, IJR, AAPL, BRKB 13F-HR 8/9/2018, 10:08 AM
Q1 2018 152 $110M +$6.67M -$3.98M +$2.69M IJH, QQQ, IJR, BRKB, AAPL 13F-HR 5/14/2018, 11:31 AM
Q4 2017 146 $109M +$5.42M -$2.97M +$2.45M IJH, QQQ, IJR, AAPL, BRKB 13F-HR 2/12/2018, 03:15 PM
Q3 2017 143 $103M +$6.18M -$28.2M -$22M IJH, QQQ, IJR, BRKB, AAPL 13F-HR 11/13/2017, 01:54 PM
Q2 2017 168 $122M +$20.8M -$2.95M +$17.9M IJH, QQQ, VWO, IJR, EFV 13F-HR 8/10/2017, 02:06 PM
Q1 2017 149 $103M +$12.5M -$6.06M +$6.43M QQQ, IJH, EFV, VWO, AAPL 13F-HR 5/12/2017, 09:17 AM
Q4 2016 140 $92.4M +$7.44M -$17.3M -$9.81M QQQ, EFV, BRKB, VWO, IJH 13F-HR 2/13/2017, 03:37 PM
Q3 2016 159 $101M +$5.77M -$2.35M +$3.42M QQQ, EFV, VWO, DNP, BRKB 13F-HR 11/14/2016, 11:42 AM
Q2 2016 149 $95.4M +$9.63M -$3.47M +$6.16M QQQ, EFV, DNP, BRKB, VWO 13F-HR 8/12/2016, 04:40 PM
Q1 2016 141 $87M +$11.4M -$3.66M +$7.74M QQQ, EFV, DNP, BRKB, VWO Restatement 9/6/2016, 02:01 PM
Q4 2015 127 $76.7M $0 $0 QQQ, EFV, DNP, VWO, BRKB Restatement 9/6/2016, 02:00 PM