Nations Financial Group Inc, /ia/ /adv
CIK Number: 0001109767
Main Sectors:
Top Industries:
Filing Date: May 13, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 230.03 | +1.43% | 172.12K | -2.73% | 38.23M | 86.12 | 2.92% | Share |
| 2 | BRK-B | Berkshire Hatha... | 496.91 | +1.39% | 70.9K | +2.45% | 37.76M | 287.72 | 2.88% | Share |
| 3 | MSFT | Microsoft Corpo... | 501.01 | +0.13% | 70.4K | -4.16% | 26.43M | 241.28 | 2.02% | Share |
| 4 | IJH | iShares Core S&... | 66.52 | +1.68% | 438.41K | +0.39% | 25.58M | 39.51 | 1.95% | Share |
| 5 | NVDA | NVIDIA Corporat... | 177.06 | -0.15% | 229.96K | +1.72% | 24.92M | 16.93 | 1.90% | Share |
| 6 | IWV | iShares Russell... | 374.85 | +0.89% | 67.94K | -3.85% | 21.58M | 253.28 | 1.65% | Share |
| 7 | QQQ | Invesco QQQ Tru... | 584.09 | +0.58% | 45.6K | -1.66% | 21.38M | 254.47 | 1.63% | Share |
| 8 | VYM | Vanguard High D... | 142.04 | +0.90% | 140.99K | +1.02% | 18.18M | 100.98 | 1.39% | Share |
| 9 | XLK | Technology Sele... | 270.91 | +0.28% | 76.86K | +1.13% | 15.87M | 91.67 | 1.21% | Share |
| 10 | JPM | JPMorgan Chase ... | 305.50 | +1.65% | 58.72K | -7.76% | 14.4M | 149.75 | 1.10% | Share |
| 11 | XOM | Exxon Mobil Cor... | 112.14 | -0.32% | 120.67K | +1.04% | 14.35M | 77.31 | 1.10% | Share |
| 12 | AMZN | Amazon.com, Inc... | 229.95 | -0.16% | 72.72K | +0.82% | 13.84M | 126.98 | 1.06% | Share |
| 13 | COST | Costco Wholesal... | 964.32 | +0.84% | 14.43K | +10.99% | 13.65M | 549.33 | 1.04% | Share |
| 14 | VO | Vanguard Mid Ca... | 293.64 | +1.36% | 50.32K | -10.78% | 13.01M | 189.58 | 0.99% | Share |
| 15 | META | Meta Platforms,... | 750.90 | -0.14% | 21.41K | +19.29% | 12.34M | 335.92 | 0.94% | Share |
| 16 | FBCG | Fidelity Blue C... | 52.64 | +0.08% | 308.63K | +17.34% | 12.34M | 44.77 | 0.94% | Share |
| 17 | VWO | Vanguard Emergi... | 53.57 | +1.23% | 246.71K | +29.43% | 11.17M | 42.55 | 0.85% | Share |
| 18 | SPY | SPDR S&P 500 ET... | 657.61 | +0.83% | 19.51K | +25.41% | 10.92M | 355.74 | 0.83% | Share |
| 19 | VUG | Vanguard Growth... | 469.69 | +0.53% | 29.32K | +1.24% | 10.87M | 238.98 | 0.83% | Share |
| 20 | IVV | iShares Core S&... | 660.91 | +0.83% | 17.89K | +61.22% | 10.05M | 494.26 | 0.77% | Share |
| 21 | MSTR | MicroStrategy I... | 326.02 | -0.13% | 34.48K | +1.97% | 9.94M | 188.95 | 0.76% | Share |
| 22 | SCHD | Schwab U.S. Div... | 27.73 | +0.82% | 348.97K | -1.71% | 9.76M | 24.78 | 0.74% | Share |
| 23 | V | Visa Inc. | 343.48 | +1.59% | 27.81K | +4.83% | 9.75M | 215.16 | 0.74% | Share |
| 24 | GLD | SPDR Gold Share... | 334.70 | -0.17% | 33.39K | -1.08% | 9.62M | 178.64 | 0.73% | Share |
| 25 | USMV | iShares MSCI US... | 94.90 | +1.24% | 101.94K | -2.57% | 9.55M | 60.58 | 0.73% | Share |
| 26 | IJJ | iShares S&P Mid... | 132.51 | +1.57% | 79.52K | -4.47% | 9.52M | 97.53 | 0.73% | Share |
| 27 | GOOGL | Alphabet Inc. | 240.37 | +0.50% | 61.24K | +8.12% | 9.47M | 113.82 | 0.72% | Share |
| 28 | AVGO | Broadcom Inc. | 359.63 | -2.69% | 55.02K | -0.23% | 9.21M | 84.11 | 0.70% | Share |
| 29 | IJR | iShares Core S&... | 120.07 | +2.08% | 85.01K | -15.31% | 8.89M | 80.11 | 0.68% | Share |
| 30 | VTV | Vanguard Value ... | 186.08 | +1.23% | 51.28K | -1.76% | 8.86M | 137.84 | 0.68% | Share |
| 31 | BRK-A | Berkshire Hatha... | 744765.00 | +0.92% | 11 | +10.00% | 8.78M | 389649.36 | 0.67% | Share |
| 32 | EPD | Enterprise Prod... | 31.93 | +0.87% | 249.39K | +8.71% | 8.51M | 24.56 | 0.65% | Share |
| 33 | CGDV | Capital Group D... | 42.13 | +0.45% | 233.61K | +4.69% | 8.33M | 34.73 | 0.64% | Share |
| 34 | IMCG | iShares Morning... | 83.21 | +1.29% | 108.94K | +8.10% | 7.78M | 66.57 | 0.59% | Share |
| 35 | TCAF | T. Rowe Price E... | 37.09 | +0.87% | 238.54K | +4.28% | 7.7M | 33.23 | 0.59% | Share |
| 36 | JEPI | JPMorgan Equity... | 57.24 | +0.60% | 127.46K | -9.03% | 7.28M | 55.92 | 0.56% | Share |
| 37 | IEFA | iShares Core MS... | 87.33 | +1.05% | 92.4K | +25.60% | 6.99M | 69.29 | 0.53% | Share |
| 38 | JCPB | JPMorgan Core P... | 47.72 | +0.19% | 148.56K | +27.93% | 6.99M | 46.64 | 0.53% | Share |
| 39 | VEA | Vanguard Develo... | 60.07 | +1.11% | 131.21K | -7.12% | 6.67M | 44.15 | 0.51% | Share |
| 40 | VIG | Vanguard Divide... | 216.56 | +0.90% | 33.75K | +128.98% | 6.55M | 174.4 | 0.50% | Share |
| 41 | ADP | Automatic Data ... | 298.03 | +1.93% | 21.27K | -12.44% | 6.5M | 203.14 | 0.50% | Share |
| 42 | BXMT | Blackstone Mort... | 19.73 | -0.83% | 318.67K | -5.99% | 6.37M | 19.28 | 0.49% | Share |
| 43 | FFLC | Fidelity Coving... | 51.76 | +0.41% | 145.06K | +8.51% | 6.31M | 45.7 | 0.48% | Share |
| 44 | BOND | PIMCO Active Bo... | 93.65 | +0.25% | 65.97K | +1.79% | 6.1M | 105.02 | 0.47% | Share |
| 45 | SDVY | First Trust SMI... | 38.64 | +1.90% | 173.79K | +6.05% | 5.82M | 34.21 | 0.44% | Share |
| 46 | WMT | Walmart Inc. | 102.63 | +2.21% | 65.5K | -8.17% | 5.75M | 43.07 | 0.44% | Share |
| 47 | SLV | iShares Silver ... | 37.79 | +1.02% | 184.65K | +10.04% | 5.72M | 23.88 | 0.44% | Share |
| 48 | ITOT | iShares Core S&... | 144.19 | +0.91% | 46.66K | +1.49% | 5.69M | 80.07 | 0.43% | Share |
| 49 | AVLV | Avantis U.S. La... | 72.47 | +1.22% | 87.17K | +44.42% | 5.68M | 65.25 | 0.43% | Share |
| 50 | ET | Energy Transfer... | 17.48 | +0.37% | 298.63K | -1.65% | 5.55M | 11.24 | 0.42% | Share |
| 51 | OKE | ONEOK, Inc. | 73.29 | -0.08% | 55.13K | -0.47% | 5.47M | 60.41 | 0.42% | Share |
| 52 | IEI | iShares 3-7 Yea... | 120.01 | +0.03% | 45.66K | -30.06% | 5.39M | 117.82 | 0.41% | Share |
| 53 | BABA | Alibaba Group H... | 155.43 | +7.99% | 40.77K | +121.86% | 5.39M | 111.45 | 0.41% | Share |
| 54 | CVX | Chevron Corpora... | 158.25 | +0.29% | 32.21K | -13.46% | 5.39M | 156.47 | 0.41% | Share |
| 55 | CTAS | Cintas Corporat... | 204.50 | +1.54% | 25.75K | +1.80% | 5.29M | 90.81 | 0.40% | Share |
| 56 | JNJ | Johnson & Johns... | 178.50 | +1.54% | 31.65K | -13.43% | 5.25M | 160.94 | 0.40% | Share |
| 57 | VTI | Vanguard Total ... | 324.77 | +0.92% | 19K | -5.36% | 5.22M | 215.04 | 0.40% | Share |
| 58 | AMGN | Amgen Inc. | 282.73 | +1.52% | 16.72K | -9.75% | 5.21M | 266.56 | 0.40% | Share |
| 59 | IBM | International B... | 256.95 | +0.03% | 20.49K | +0.24% | 5.09M | 162.77 | 0.39% | Share |
| 60 | PG | The Procter & G... | 158.63 | +0.81% | 29.77K | -9.39% | 5.07M | 144.09 | 0.39% | Share |
| 61 | RSP | Invesco S&P 500... | 190.32 | +1.49% | 28.11K | -30.87% | 4.87M | 129 | 0.37% | Share |
| 62 | CALF | Pacer US Small ... | 44.12 | +1.51% | 124.28K | -2.14% | 4.66M | 43.56 | 0.36% | Share |
| 63 | VZ | Verizon Communi... | 44.15 | +1.51% | 101.58K | +3.98% | 4.61M | 43.74 | 0.35% | Share |
| 64 | COWZ | Pacer US Cash C... | 57.88 | +0.91% | 83.68K | -44.58% | 4.58M | 51.97 | 0.35% | Share |
| 65 | IEMG | iShares Core MS... | 64.81 | +1.23% | 84.87K | -28.8% | 4.58M | 50.64 | 0.35% | Share |
| 66 | UNH | UnitedHealth Gr... | 353.64 | +1.98% | 8.7K | -28.87% | 4.56M | 466.27 | 0.35% | Share |
| 67 | FTSL | First Trust Sen... | 46.05 | +0.07% | 97.78K | +5.94% | 4.46M | 47.1 | 0.34% | Share |
| 68 | QQQE | Direxion NASDAQ... | 99.07 | +1.35% | 51.16K | -5.93% | 4.46M | 72.92 | 0.34% | Share |
| 69 | ORCL | Oracle Corporat... | 307.79 | -6.26% | 30.69K | +44.30% | 4.29M | 111.67 | 0.33% | Share |
| 70 | CSCO | Cisco Systems, ... | 67.69 | -0.65% | 69.31K | -13.19% | 4.28M | 51.08 | 0.33% | Share |
| 71 | MCD | McDonald's Corp... | 308.37 | +0.79% | 13.63K | +17.51% | 4.26M | 261.41 | 0.33% | Share |
| 72 | PSX | Phillips 66 | 132.50 | +0.83% | 34.28K | -15.83% | 4.23M | 104.88 | 0.32% | Share |
| 73 | KLAC | KLA Corporation | 959.28 | +2.86% | 6.17K | -8.7% | 4.19M | 290.13 | 0.32% | Share |
| 74 | ABT | Abbott Laborato... | 132.65 | +2.54% | 31.25K | -25.38% | 4.14M | 105.25 | 0.32% | Share |
| 75 | IGSB | iShares 1-5 Yea... | 53.05 | +0.08% | 75.43K | -0.21% | 3.95M | 53.6 | 0.30% | Share |
| 76 | GSLC | Goldman Sachs A... | 129.38 | +1.09% | 35.56K | +0.73% | 3.91M | 66.59 | 0.30% | Share |
| 77 | BKNG | Booking Holding... | 5498.00 | +0.42% | 846 | +4.57% | 3.9M | 3461.85 | 0.30% | Share |
| 78 | FIXD | First Trust TCW... | 44.71 | +0.26% | 87.76K | -47.58% | 3.85M | 43.7 | 0.29% | Share |
| 79 | TSLA | Tesla, Inc. | 368.81 | +6.04% | 14.84K | -35.09% | 3.85M | 300.87 | 0.29% | Share |
| 80 | NFLX | Netflix, Inc. | 1203.50 | -3.54% | 4.02K | +146.81% | 3.75M | 789.2 | 0.29% | Share |
| 81 | NEE | NextEra Energy,... | 71.40 | +0.51% | 51.89K | -16.11% | 3.68M | 76.08 | 0.28% | Share |
| 82 | STIP | iShares 0-5 Yea... | 103.50 | -0.03% | 35.16K | +10.54% | 3.64M | 99.67 | 0.28% | Share |
| 83 | LOW | Lowe's Companie... | 272.34 | +2.17% | 15.52K | -21.73% | 3.62M | 180.32 | 0.28% | Share |
| 84 | PFE | Pfizer Inc. | 24.85 | +1.14% | 142.29K | +0.88% | 3.61M | 33.06 | 0.28% | Share |
| 85 | CASY | Casey's General... | 553.99 | +2.88% | 8.26K | +3.38% | 3.58M | 251.15 | 0.27% | Share |
| 86 | EMR | Emerson Electri... | 137.45 | +2.83% | 32.62K | -6.68% | 3.58M | 104.05 | 0.27% | Share |
| 87 | PLTR | Palantir Techno... | 164.36 | -1.43% | 42.33K | +93.44% | 3.57M | 57.93 | 0.27% | Share |
| 88 | USTB | VictoryShares U... | 50.94 | +0.02% | 68.88K | +20.37% | 3.49M | 50.17 | 0.27% | Share |
| 89 | RDVY | First Trust Ris... | 66.71 | +1.55% | 59.2K | +51.21% | 3.47M | 52.27 | 0.26% | Share |
| 90 | OBIL | The RBB Fund, I... | 50.20 | +0.03% | 69.01K | -19.86% | 3.46M | 50.23 | 0.26% | Share |
| 91 | AFL | Aflac Incorpora... | 108.70 | +1.37% | 30.73K | -17.73% | 3.42M | 76.05 | 0.26% | Share |
| 92 | ABBV | AbbVie Inc. | 220.19 | +4.04% | 16.27K | +16.20% | 3.41M | 158.41 | 0.26% | Share |
| 93 | SA | Seabridge Gold ... | 18.63 | +5.61% | 291.59K | +10.98% | 3.4M | 12.59 | 0.26% | Share |
| 94 | KT | KT Corporation | 20.04 | +1.53% | 192K | -2.54% | 3.4M | 14.3 | 0.26% | Share |
| 95 | SCHE | Schwab Emerging... | 32.74 | +1.24% | 122.78K | -43.19% | 3.39M | 29.24 | 0.26% | Share |
| 96 | IVW | iShares S&P 500... | 118.83 | +0.49% | 36.47K | -5.55% | 3.39M | 57.03 | 0.26% | Share |
| 97 | VAL | Valaris Limited | 52.82 | +0.27% | 86.15K | +398.49% | 3.38M | 42.57 | 0.26% | Share |
| 98 | DE | Deere & Company | 476.65 | +1.12% | 7.16K | +0.70% | 3.36M | 305.45 | 0.26% | Share |
| 99 | HD | The Home Depot,... | 423.33 | +2.44% | 9.09K | -3.01% | 3.33M | 272 | 0.25% | Share |
| 100 | PEP | PepsiCo, Inc. | 144.23 | +1.10% | 22.17K | +5.70% | 3.32M | 162.66 | 0.25% | Share |
| 101 | HWKN | Hawkins, Inc. | 176.98 | +3.75% | 31.04K | +4.55% | 3.29M | 41.98 | 0.25% | Share |
| 102 | QCOM | QUALCOMM Incorp... | 161.51 | +1.61% | 21.25K | +6.91% | 3.26M | 147.46 | 0.25% | Share |
| 103 | HYG | iShares iBoxx $... | 81.03 | +0.24% | 41.19K | -0.1% | 3.25M | 80.83 | 0.25% | Share |
| 104 | UNM | Unum Group | 75.25 | +2.08% | 39.16K | -0.18% | 3.19M | 44.34 | 0.24% | Share |
| 105 | SBUX | Starbucks Corpo... | 82.36 | -0.63% | 32.51K | -16.87% | 3.19M | 98.53 | 0.24% | Share |
| 106 | BAR | GraniteShares G... | 35.87 | -0.14% | 103.28K | +100.00% | 3.19M | 30.84 | 0.24% | Share |
| 107 | LIN | Linde plc | 483.59 | +2.30% | 6.61K | -17.76% | 3.08M | 369.47 | 0.24% | Share |
| 108 | BLK | BlackRock, Inc. | 1134.42 | +2.86% | 3.25K | -19.87% | 3.07M | 951.55 | 0.23% | Share |
| 109 | CB | Chubb Limited | 282.90 | +1.96% | 10.17K | -16.97% | 3.07M | 228.7 | 0.23% | Share |
| 110 | EFAD | ProShares MSCI ... | 42.79 | +0.82% | 79.03K | +6.94% | 3.07M | 36.17 | 0.23% | Share |
| 111 | RTX | RTX Corporation | 157.67 | +1.72% | 22.77K | +228.36% | 3.02M | 122 | 0.23% | Share |
| 112 | CGCP | Capital Group C... | 22.91 | +0.19% | 132.16K | +18.18% | 2.97M | 22.39 | 0.23% | Share |
| 113 | ADI | Analog Devices,... | 248.24 | +0.42% | 14.59K | -18.66% | 2.94M | 185.01 | 0.22% | Share |
| 114 | VOO | Vanguard S&P 50... | 604.58 | +0.82% | 5.69K | +18.69% | 2.92M | 448.25 | 0.22% | Share |
| 115 | VCLT | Vanguard Long-T... | 78.39 | +0.76% | 38.45K | +31.93% | 2.92M | 76.56 | 0.22% | Share |
| 116 | KMI | Kinder Morgan, ... | 27.55 | +0.64% | 101.95K | -0.3% | 2.91M | 19.07 | 0.22% | Share |
| 117 | PNOV | Innovator U.S. ... | 40.88 | +0.28% | 77.38K | -0.54% | 2.88M | 37.87 | 0.22% | Share |
| 118 | VTHR | Vanguard Russel... | 291.24 | +0.89% | 11.66K | +0.97% | 2.88M | 187.22 | 0.22% | Share |
| 119 | LLY | Eli Lilly and C... | 755.95 | +0.18% | 3.45K | +39.41% | 2.85M | 705.34 | 0.22% | Share |
| 120 | BX | Blackstone Inc. | 183.78 | +3.11% | 19.92K | +46.72% | 2.78M | 106.71 | 0.21% | Share |
| 121 | PNW | Pinnacle West C... | 88.36 | +0.84% | 29.16K | +7.46% | 2.78M | 85.5 | 0.21% | Share |
| 122 | AJG | Arthur J. Galla... | 300.53 | +2.51% | 8.03K | +0.88% | 2.77M | 232.25 | 0.21% | Share |
| 123 | PANW | Palo Alto Netwo... | 198.28 | +0.48% | 16.25K | +1.21% | 2.77M | 121.85 | 0.21% | Share |
| 124 | XLV | Health Care Sel... | 139.68 | +1.71% | 18.96K | -3.22% | 2.77M | 102.46 | 0.21% | Share |
| 125 | AMP | Ameriprise Fina... | 500.96 | +1.82% | 5.69K | +1.57% | 2.76M | 266.75 | 0.21% | Share |
| 126 | ITW | Illinois Tool W... | 266.29 | +1.42% | 11.05K | -21.05% | 2.74M | 225.65 | 0.21% | Share |
| 127 | CIBR | First Trust NAS... | 75.59 | +0.79% | 43.43K | +4.26% | 2.74M | 50.11 | 0.21% | Share |
| 128 | INGR | Ingredion Incor... | 126.88 | +0.74% | 19.98K | +3.25% | 2.7M | 108.13 | 0.21% | Share |
| 129 | WELL | Welltower Inc. | 168.47 | +0.23% | 17.42K | +256.03% | 2.67M | 129.68 | 0.20% | Share |
| 130 | GDX | VanEck Gold Min... | 69.75 | +1.82% | 57.93K | +2.76% | 2.66M | 34.59 | 0.20% | Share |
| 131 | EMB | iShares J.P. Mo... | 95.53 | +0.37% | 28.97K | -3.08% | 2.62M | 108.57 | 0.20% | Share |
| 132 | RWL | Invesco S&P 500... | 110.03 | +1.31% | 26.15K | -9.13% | 2.6M | 87.12 | 0.20% | Share |
| 133 | YEAR | Ab Ultra Short ... | 50.63 | +0.01% | 51.14K | +15.31% | 2.59M | 50.38 | 0.20% | Share |
| 134 | FTGC | First Trust Glo... | 25.68 | -0.31% | 101.41K | +5.64% | 2.59M | 24.43 | 0.20% | Share |
| 135 | ENSG | The Ensign Grou... | 168.95 | +1.69% | 19.93K | +1.44% | 2.58M | 98.59 | 0.20% | Share |
| 136 | RGLD | Royal Gold, Inc... | 189.19 | +1.62% | 15.51K | +100.00% | 2.54M | 163.51 | 0.19% | Share |
| 137 | PAYX | Paychex, Inc. | 135.46 | +1.80% | 16.17K | -18.52% | 2.49M | 117.33 | 0.19% | Share |
| 138 | AMRK | A-Mark Precious... | 25.01 | +4.03% | 97.75K | +100.00% | 2.48M | 25.37 | 0.19% | Share |
| 139 | IVE | iShares S&P 500... | 204.39 | +1.24% | 13K | -3.5% | 2.48M | 154.69 | 0.19% | Share |
| 140 | GD | General Dynamic... | 329.57 | +2.02% | 8.99K | -20.84% | 2.45M | 255.5 | 0.19% | Share |
| 141 | PAVE | Global X U.S. I... | 47.15 | +1.62% | 64.35K | +1.05% | 2.43M | 31.66 | 0.19% | Share |
| 142 | EYLD | Cambria Emergin... | 38.52 | +1.56% | 76.17K | +8.91% | 2.42M | 30.44 | 0.18% | Share |
| 143 | PFF | iShares Preferr... | 32.05 | +0.56% | 78.02K | +0.02% | 2.4M | 31.32 | 0.18% | Share |
| 144 | XBI | SPDR S&P Biotec... | 95.68 | +1.90% | 29.5K | -1.47% | 2.39M | 78.82 | 0.18% | Share |
| 145 | BIDU | Baidu, Inc. | 111.82 | +3.92% | 25.84K | +100.00% | 2.38M | 92.03 | 0.18% | Share |
| 146 | JAAA | Janus Henderson... | 50.66 | -0.01% | 46.2K | +100.00% | 2.34M | 50.71 | 0.18% | Share |
| 147 | ACN | Accenture plc | 244.04 | +0.38% | 7.45K | -25.7% | 2.33M | 264.42 | 0.18% | Share |
| 148 | DGRW | WisdomTree U.S.... | 88.91 | +0.99% | 29K | +0.13% | 2.32M | 66.82 | 0.18% | Share |
| 149 | XLE | Energy Select S... | 89.10 | -0.01% | 24.64K | -14.37% | 2.3M | 64.27 | 0.18% | Share |
| 150 | JEPQ | JPMorgan Nasdaq... | 56.41 | +0.37% | 42.66K | -8.14% | 2.21M | 49.39 | 0.17% | Share |