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

Latest 13F report
Q3 2025 - 28 Oct 2025
Value $
$1,605,420,609
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 711 stock holdings with total value $1,605,420,609 as of Q3 2025. Top holdings included NVDA, AAPL, MSFT, QQQ, and IJH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 711 $1,605,420,609 +$123,704,679 -$79,223,134 +$44,481,545 NVDA, AAPL, MSFT, QQQ, IJH 13F-HR 28 Oct 2025, 14:50
Q2 2025 678 $1,454,670,808 +$109,102,323 -$68,882,386 +$40,219,937 BRKB, NVDA, MSFT, AAPL, IJH 13F-HR 11 Aug 2025, 12:22
Q1 2025 655 $1,309,838,269 +$103,666,703 -$137,187,806 -$33,521,103 AAPL, BRKB, MSFT, IJH, NVDA 13F-HR 13 May 2025, 13:02
Q4 2024 667 $1,366,494,014 +$136,265,385 -$132,561,229 +$3,704,156 AAPL, BRKB, MSFT, NVDA, IJH 13F-HR 30 Jan 2025, 12:06
Q3 2024 671 $1,377,786,944 +$148,208,957 -$51,986,519 +$96,222,438 AAPL, BRKB, MSFT, NVDA, IJH 13F-HR 04 Nov 2024, 16:23
Q2 2024 629 $1,224,651,649 +$96,620,292 -$50,383,218 +$46,237,074 AAPL, BRKB, MSFT, NVDA, IJH 13F-HR 29 Jul 2024, 16:42
Q1 2024 618 $1,185,361,503 +$109,312,195 -$65,932,961 +$43,379,234 BRKB, MSFT, AAPL, IJH, NVDA 13F-HR 23 Apr 2024, 13:25
Q4 2023 618 $1,079,915,580 +$65,565,108 -$64,358,524 +$1,206,584 AAPL, BRKB, MSFT, IJH, IWV 13F-HR 09 Feb 2024, 16:03
Q3 2023 648 $992,857,707 +$75,878,144 -$68,543,025 +$7,335,119 AAPL, BRKB, MSFT, IJH, IWV 13F-HR 14 Nov 2023, 14:51
Q2 2023 648 $1,017,824,531 +$62,765,190 -$50,506,191 +$12,258,999 AAPL, MSFT, BRKB, IJH, VYM 13F-HR 14 Aug 2023, 12:16
Q1 2023 616 $953,126,786 +$83,127,484 -$32,392,972 +$50,734,512 AAPL, MSFT, BRKB, IJH, VYM 13F-HR 15 May 2023, 12:22
Q4 2022 596 $891,013,170 +$199,535,889 -$32,038,374 +$167,497,515 AAPL, BRKB, IJH, MSFT, VYM 13F-HR 07 Feb 2023, 15:48
Q3 2022 529 $690,535,011 +$62,239,168 -$40,764,127 +$21,475,041 AAPL, IJH, BRKB, VYM, IWV 13F-HR 14 Nov 2022, 12:34
Q2 2022 520 $744,655,011 +$100,635,148 -$29,309,465 +$71,325,683 AAPL, IJH, BRKB, VYM, IWV 13F-HR 15 Aug 2022, 10:22
Q1 2022 516 $832,102,446 +$174,487,036 -$37,388,819 +$137,098,217 AAPL, BRKB, IJH, IVV, IWV 13F-HR 13 May 2022, 17:15
Q4 2021 468 $758,041,053 +$94,672,046 -$25,967,313 +$68,704,733 AAPL, IJH, IVV, MSFT, IWV 13F-HR 10 Feb 2022, 10:46
Q3 2021 434 $658,552,000 +$128,589,316 -$55,967,290 +$72,622,026 AAPL, IJH, MSFT, IWV, BRKB 13F-HR 12 Nov 2021, 11:04
Q2 2021 399 $597,042,000 +$154,060,932 -$22,881,310 +$131,179,622 AAPL, IJH, IWV, MSFT, IJR 13F-HR 16 Aug 2021, 16:22
Q1 2021 345 $439,237,000 +$74,459,934 -$32,459,581 +$42,000,353 IJH, AAPL, IJR, QQQ, MSFT 13F-HR 14 May 2021, 15:34
Q4 2020 316 $379,124,654 +$39,945,998 -$11,879,999 +$28,065,999 AAPL, IJH, IJR, QQQ, XLK 13F-HR 16 Feb 2021, 10:52
Q3 2020 285 $322,412,000 +$47,193,494 -$11,079,711 +$36,113,783 AAPL, IJH, QQQ, IJR, XLK 13F-HR 12 Nov 2020, 16:14
Q2 2020 264 $281,622,000 +$20,368,194 -$9,547,826 +$10,820,368 IJH, AAPL, IJR, QQQ, XLK 13F-HR 13 Aug 2020, 16:03
Q1 2020 256 $234,347,023 +$23,757,177 -$8,514,990 +$15,242,187 IJH, AAPL, IJR, USMV, QQQ 13F-HR 08 May 2020, 13:56
Q4 2019 285 $289,951,019 +$15,810,742 -$9,468,161 +$6,342,581 IJH, AAPL, IJR, VWO, QQQ 13F-HR 05 Feb 2020, 10:25
Q3 2019 287 $277,771,000 +$125,188,919 -$2,323,735 +$122,865,184 IJH, AAPL, IJR, QQQ, VWO 13F-HR 08 Nov 2019, 15:37
Q2 2019 173 $151,280,000 +$9,557,452 -$5,784,558 +$3,772,894 IJH, IJR, QQQ, USMV, AAPL 13F-HR 13 Aug 2019, 16:27
Q1 2019 171 $145,808,000 +$10,112,883 -$2,459,013 +$7,653,870 IJH, QQQ, IJR, USMV, AAPL 13F-HR 10 May 2019, 11:49
Q4 2018 164 $124,852,000 +$9,187,077 -$4,074,674 +$5,112,403 IJH, QQQ, IJR, USMV, AAPL 13F-HR 07 Feb 2019, 07:41
Q3 2018 169 $139,547,000 +$17,414,301 -$748,708 +$16,665,593 IJH, QQQ, IJR, AAPL, USMV 13F-HR 07 Nov 2018, 11:15
Q2 2018 161 $119,473,274 +$19,110,107 -$2,336,897 +$16,773,210 IJH, QQQ, IJR, AAPL, BRKB 13F-HR 09 Aug 2018, 10:08
Q1 2018 152 $109,340,270 +$6,669,375 -$1,464,167 +$5,205,208 IJH, QQQXXXX, IJR, BRKB, AAPL 13F-HR 14 May 2018, 11:31
Q4 2017 146 $108,790,285 +$5,424,504 -$1,676,695 +$3,747,809 IJH, QQQXXXX, IJR, BRKB, AAPL 13F-HR 12 Feb 2018, 14:15
Q3 2017 143 $102,950,000 +$6,182,853 -$7,475,450 -$1,292,597 IJH, QQQXXXX, IJR, BRKB, AAPL 13F-HR 13 Nov 2017, 12:54
Q2 2017 168 $121,596,000 +$20,834,495 -$1,002,728 +$19,831,767 IJH, QQQXXXX, VWO, IJR, EFV 13F-HR 10 Aug 2017, 14:06
Q1 2017 149 $102,548,000 +$12,484,500 -$3,954,634 +$8,529,866 QQQXXXX, IJH, EFV, VWO, AAPL 13F-HR 12 May 2017, 09:17
Q4 2016 139 $92,417,000 +$7,444,053 -$4,914,759 +$2,529,294 QQQXXXX, EFV, BRKB, VWO, IJH 13F-HR 13 Feb 2017, 14:37
Q3 2016 159 $101,032,000 +$5,767,175 -$1,562,757 +$4,204,418 QQQXXXX, EFV, VWO, DNP, BRKB 13F-HR 14 Nov 2016, 10:42
Q2 2016 149 $95,384,000 +$9,628,745 -$1,904,290 +$7,724,455 QQQXXXX, EFV, DNP, BRKB, VWO 13F-HR 12 Aug 2016, 16:40
Q1 2016 141 $86,983,000 +$11,527,379 -$2,784,772 +$8,742,607 QQQXXXX, EFV, DNP, BRKB, VWO Restatement 06 Sep 2016, 14:01
Q4 2015 126 $76,660,000 $0 QQQXXXX, EFV, DNP, VWO, BRKB Restatement 06 Sep 2016, 14:00