NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Q3 2025 13F-HR Holdings

Location
Cedar Rapids, IA
Holdings as of
9/30/2025
Date filed
10/28/2025
Form type
13F-HR
Num holdings
711
Total value ($000)
$1,605,421
Net value change ($000)
+150,750 (10.4%)
New positions
64
Sold out positions
31
Turnover %
4.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2025 Next filing: 1/26/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPMO 7,408 NEW
AAPL 7,126 22.6%
GOOGL 6,865 51.4%
NVDA 6,571 17.7%
BMNR 5,740 NEW
SCHX 5,573 1736.1%
HGER 4,409 NEW
FBCG 3,959 23.7%
DIVO 3,780 NEW
FBND 3,631 312.7%
Top Reduces (Value $000, Stocks/ETFs)
BRK-B -9,634 -25.9%
OKE -3,176 -60.3%
SPYI -3,135 -100.0%
INGR -2,717 -100.0%
COST -2,629 -18.1%
YEAR -2,628 -100.0%
JEPI -2,605 -47.4%
XBI -2,038 -84.0%
BIDU -1,823 -73.5%
BAR -1,584 -21.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type