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Nations Financial Group Inc,

Q4 2024 Holdings

Filed 2025-01-30 | 667 holdings | $1.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Apple Inc COM(AAPL)Stock037833100$44.3M176,9633.2%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$31.4M69,2042.3%
Microsoft Corp COM(MSFT)Stock594918104$31.0M73,4542.3%
Nvidia Corporation COM(NVDA)Stock67066G104$30.4M226,0772.2%
Ishares Core S&P Mid-Cap ETF(IJH)ETF464287507$27.2M436,7162.0%
Invesco QQQ Trust Series I(QQQ)ETF46090E103$23.7M46,3721.7%
Ishares Russell 3000 ETF(IWV)ETF464287689$23.6M70,6641.7%
Vanguard High Dividend Yield Index ETF(VYM)ETF921946406$17.8M139,5721.3%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$17.7M76,0001.3%
Amazon COM Inc COM(AMZN)Stock023135106$15.8M72,1291.2%
JPMorgan Chase & Co. COM(JPM)Stock46625H100$15.3M63,6611.1%
Vanguard Mid-Cap ETF(VO)ETF922908629$14.9M56,3991.1%
Exxon Mobil Corp COM(XOM)Stock30231G102$12.8M119,4260.9%
Broadcom Inc COM(AVGO)Stock11135F101$12.8M55,1420.9%
Fidelity Blue Chip Growth ETF(FBCG)ETF316092352$12.2M263,0300.9%
Costco Whsl Corp New COM(COST)Stock22160K105$11.9M12,9990.9%
Vanguard Growth ETF(VUG)ETF922908736$11.9M28,9610.9%
Ishares Core S&P Small Cap ETF(IJR)ETF464287804$11.6M100,3790.8%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$10.7M56,6430.8%
Meta Platforms Inc CL A(META)Stock30303M102$10.5M17,9460.8%
Ishares S&P Mid-Cap 400 Value ETF(IJJ)ETF464287705$10.4M83,2380.8%
Microstrategy Inc CL A New(MSTR)Stock594972408$9.8M33,8200.7%
Schwab US Dividend Equity ETF(SCHD)ETF808524797$9.7M355,0390.7%
Ishares Msci USA MIN VOL Factor ETF(USMV)ETF46429B697$9.3M104,6370.7%
Tesla Inc COM(TSLA)Stock88160R101$9.2M22,8690.7%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$9.1M15,5590.7%
Vanguard Value ETF(VTV)ETF922908744$8.8M52,1920.6%
Pacer US Cash Cows 100 ETF(COWZ)ETF69374H881$8.5M150,9870.6%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$8.4M190,6060.6%
Visa Inc COM CL A(V)Stock92826C839$8.4M26,5260.6%
Spdr Gold Shares(GLD)ETF78463V107$8.2M33,7530.6%
JPMorgan Equity Premium Income ETF(JEPI)ETF46641Q332$8.1M140,1110.6%
Capital Group Dividend Value ETF(CGDV)ETF14020W106$7.9M223,1430.6%
Ishares Morningstar Mid-Cap Growth ETF(IMCG)ETF464288307$7.6M100,7750.6%
T. Rowe Price Capital Appreciation Equity ETF(TCAF)ETF87283Q867$7.6M228,7490.6%
Ishares 3-7 Year Treasury Bond ETF(IEI)ETF464288661$7.5M65,2910.6%
Enterprise Prods Partners L P COM(EPD)Stock293792107$7.2M229,4020.5%
First Trust TCW Opportunistic Fixed Income ETF(FIXD)ETF33740F805$7.2M167,4160.5%
Invesco S&P 500 Equal Weight ETF(RSP)ETF46137V357$7.1M40,6630.5%
Automatic Data Processing Inc COM(ADP)Stock053015103$7.1M24,2880.5%
Berkshire Hathaway Inc del CL A(BRK/A)Stock084670108$6.8M100.5%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$6.8M141,2610.5%
Angel OAK Finl Strategies Incm COM BEN INT(FINS)CEF03464A100$6.6M519,0620.5%
Ishares Core S&P 500 ETF(IVV)ETF464287200$6.5M11,0950.5%
Walmart Inc COM(WMT)Stock931142103$6.4M71,3290.5%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$6.2M119,1960.5%
Unitedhealth Group Inc COM(UNH)Stock91324P102$6.2M12,2370.5%
Fidelity Fundamental Large Cap Core ETF(FFLC)ETF316092360$6.1M133,6900.4%
Energy Transfer L P COM UT LTD PTN(ET)Stock29273V100$5.9M303,6520.4%
Ishares Core S&P Total U.S. Stock Market ETF(ITOT)ETF464287150$5.9M45,9770.4%
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