SEC 13F Intelligence

Managers / Q4 2022 · view latest →

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

CIK 0001109767 · 3925 FOUNTAINS BLVD NE, SUITE 200, CEDAR RAPIDS, IA, 52411 · 319-393-9541

Reported Value
$891.0B
Q4 2022
Positions
596
Filings on Record
30
2019–present window
Filed
Feb 7, 2023
original filing

Summary

Nations Financial Group Inc, /Ia/ /Adv reported $891.0B in U.S.-listed holdings across 596 positions for Q4 2022.

Its largest position, AAPL, represents 2.9% of the portfolio.

Compared with Q3 2022, the fund opened 99 new positions and exited 33.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $125MQ4 ’18Q1 ’19: $146MQ2 ’19: $151MQ3 ’19: $278MQ4 ’19: $290MQ4 ’19Q1 ’20: $234MQ2 ’20: $282MQ3 ’20: $322MQ4 ’20: $380MQ4 ’20Q1 ’21: $439MQ2 ’21: $597MQ3 ’21: $659MQ4 ’21: $760MQ4 ’21Q1 ’22: $833MQ2 ’22: $745MQ3 ’22: $691MQ4 ’22: $891.0BQ4 ’22Q1 ’23: $953MQ2 ’23: $1.0BQ3 ’23: $993MQ4 ’23: $1.1BQ4 ’23Q1 ’24: $1.2BQ2 ’24: $1.2BQ3 ’24: $1.4BQ4 ’24: $1.4BQ4 ’24Q1 ’25: $1.3BQ2 ’25: $1.5BQ3 ’25: $1.6BQ4 ’25: $1.9BQ4 ’25Q1 ’26: $1.9Bfilingsflow.com

Portfolio Composition

By security type
ETP: 46.1%Common Stock: 45.0%Closed-End Fund: 3.5%Other: 2.1%REIT: 1.3%Other: 1.9%
  • ETP · 46.1% · $411.0B
  • Common Stock · 45.0% · $401.0B
  • Closed-End Fund · 3.5% · $31.6B
  • Other · 2.1% · $19.0B
  • REIT · 1.3% · $11.2B
  • Other · 1.9% · $17.2B

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2022

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.9B773Apr 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.9B746Jan 26, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.6B711Oct 28, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.5B678Aug 11, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.3B655May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.4B667Jan 30, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.4B671Nov 4, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.2B629Jul 29, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.2B621Apr 23, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.1B619Feb 9, 202413F-HRchanges · EDGAR ↗
Q3 2023$993M613Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.0B614Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$953M616May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$891.0B596Feb 7, 202313F-HRchanges · EDGAR ↗
Q3 2022$691M530Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$745M521Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$833M516May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$760M469Feb 10, 202213F-HRchanges · EDGAR ↗
Q3 2021$659M434Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$597M399Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$439M345May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$380M316Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$322M285Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$282M264Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$234M257May 8, 202013F-HRchanges · EDGAR ↗
Q4 2019$290M285Feb 5, 202013F-HRchanges · EDGAR ↗
Q3 2019$278M288Nov 8, 201913F-HRchanges · EDGAR ↗
Q2 2019$151M173Aug 13, 201913F-HRchanges · EDGAR ↗
Q1 2019$146M171May 10, 201913F-HRchanges · EDGAR ↗
Q4 2018$125M164Feb 7, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.