Nations Financial Group Inc, /ia/ /adv
CIK Number: 0001109767
1.31B
Market Value
614
# of Holdings
13 months
Avg. Holding Period
32.83%
Win Rate
23.58%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 198.10 | +0.84% | 176.96K | -9.41% | 44.32M | 86.12 | 3.24% |
| 2 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 69.2K | -18.53% | 31.37M | 281.72 | 2.30% |
| 3 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 73.45K | -14.37% | 30.96M | 241.28 | 2.27% |
| 4 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 226.08K | -3.44% | 30.36M | 15.36 | 2.22% |
| 5 | IJH | iShares Core S&... | 60.66 | +0.67% | 436.72K | +1.45% | 27.21M | 39.44 | 1.99% |
| 6 | QQQ | Invesco QQQ Tru... | 533.67 | +1.27% | 46.37K | +0.33% | 23.71M | 254.47 | 1.73% |
| 7 | IWV | iShares Russell... | 341.23 | +0.64% | 70.66K | -0.79% | 23.62M | 253.28 | 1.73% |
| 8 | VYM | Vanguard High D... | 131.03 | +0.37% | 139.57K | -1.6% | 17.81M | 100.69 | 1.30% |
| 9 | XLK | Technology Sele... | 242.79 | +1.51% | 76K | +2.03% | 17.67M | 90.37 | 1.29% |
| 10 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 72.13K | -17.07% | 15.82M | 126.46 | 1.16% |
| 11 | JPM | JPMorgan Chase ... | 270.01 | +1.91% | 63.66K | +2.74% | 15.26M | 149.75 | 1.12% |
| 12 | VO | Vanguard Mid Ca... | 273.39 | +0.87% | 56.4K | -6.09% | 14.9M | 189.58 | 1.09% |
| 13 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 119.43K | +0.80% | 12.85M | 76.88 | 0.94% |
| 14 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 55.14K | -20.33% | 12.78M | 84.11 | 0.94% |
| 15 | FBCG | Fidelity Blue C... | 46.11 | +1.47% | 263.03K | +443.08% | 12.17M | 45.6 | 0.89% |
| 16 | COST | Costco Wholesal... | 984.10 | -0.62% | 13K | -12.55% | 11.91M | 505.78 | 0.87% |
| 17 | VUG | Vanguard Growth... | 423.26 | +1.18% | 28.96K | -11.45% | 11.89M | 237.34 | 0.87% |
| 18 | IJR | iShares Core S&... | 106.86 | +0.53% | 100.38K | -9.12% | 11.57M | 80.11 | 0.85% |
| 19 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 56.64K | -23.04% | 10.72M | 110.5 | 0.78% |
| 20 | META | Meta Platforms,... | 701.33 | +2.70% | 17.95K | -2.53% | 10.51M | 289.56 | 0.77% |
| 21 | IJJ | iShares S&P Mid... | 121.28 | +0.62% | 83.24K | -0.12% | 10.4M | 97.53 | 0.76% |
| 22 | MSTR | MicroStrategy I... | 381.96 | -0.24% | 33.82K | +31.47% | 9.79M | 187 | 0.72% |
| 23 | SCHD | Schwab U.S. Div... | 26.89 | -0.02% | 355.04K | +75.03% | 9.7M | 24.78 | 0.71% |
| 24 | USMV | iShares MSCI US... | 92.66 | -0.38% | 104.64K | +0.44% | 9.29M | 60.58 | 0.68% |
| 25 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 22.87K | +62.35% | 9.24M | 300.87 | 0.68% |
| 26 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 15.56K | -29.13% | 9.12M | 303.98 | 0.67% |
| 27 | VTV | Vanguard Value ... | 174.03 | +0.37% | 52.19K | -36.76% | 8.84M | 137.84 | 0.65% |
| 28 | COWZ | Pacer US Cash C... | 55.16 | +0.63% | 150.99K | -0.57% | 8.53M | 51.97 | 0.62% |
| 29 | VWO | Vanguard Emergi... | 48.83 | +0.92% | 190.61K | +3.13% | 8.39M | 41.76 | 0.61% |
| 30 | V | Visa Inc. | 355.07 | +0.63% | 26.53K | -24.45% | 8.38M | 208.62 | 0.61% |
| 31 | GLD | SPDR Gold Share... | 311.93 | -1.38% | 33.75K | +1.58% | 8.17M | 178.64 | 0.60% |
| 32 | JEPI | JPMorgan Equity... | 56.23 | +0.33% | 140.11K | +1.25% | 8.06M | 55.92 | 0.59% |
| 33 | CGDV | Capital Group D... | 38.55 | +0.51% | 223.14K | +850.23% | 7.87M | 34.68 | 0.58% |
| 34 | IMCG | iShares Morning... | 77.87 | +0.93% | 100.78K | +15.28% | 7.61M | 66.17 | 0.56% |
| 35 | TCAF | T. Rowe Price E... | 34.41 | +0.69% | 228.75K | +100.00% | 7.61M | 33.27 | 0.56% |
| 36 | IEI | iShares 3-7 Yea... | 117.61 | -0.12% | 65.29K | +8.87% | 7.54M | 117.82 | 0.55% |
| 37 | EPD | Enterprise Prod... | 31.50 | -1.73% | 229.4K | +0.56% | 7.19M | 23.72 | 0.53% |
| 38 | FIXD | First Trust TCW... | 43.45 | -0.2% | 167.42K | +2.36% | 7.19M | 43.7 | 0.53% |
| 39 | RSP | Invesco S&P 500... | 178.89 | +0.87% | 40.66K | +4.39% | 7.13M | 129 | 0.52% |
| 40 | ADP | Automatic Data ... | 307.60 | +0.25% | 24.29K | +1.61% | 7.11M | 203.14 | 0.52% |
| 41 | BRK-A | Berkshire Hatha... | 734690.00 | +0.47% | 10 | +11.11% | 6.81M | 348770.2 | 0.50% |
| 42 | VEA | Vanguard Develo... | 56.41 | +0.44% | 141.26K | +1.15% | 6.76M | 44.15 | 0.49% |
| 43 | IVV | iShares Core S&... | 603.05 | +0.54% | 11.1K | -20.47% | 6.53M | 452.86 | 0.48% |
| 44 | WMT | Walmart Inc. | 94.23 | -0.22% | 71.33K | -3.4% | 6.44M | 43.07 | 0.47% |
| 45 | IEMG | iShares Core MS... | 58.66 | -0.09% | 119.2K | +1.65% | 6.22M | 50.64 | 0.46% |
| 46 | UNH | UnitedHealth Gr... | 307.61 | -1.89% | 12.24K | -1.64% | 6.19M | 466.27 | 0.45% |
| 47 | FFLC | Fidelity Coving... | 47.20 | +0.96% | 133.69K | +100.00% | 6.14M | 45.89 | 0.45% |
| 48 | ET | Energy Transfer... | 18.14 | -1.01% | 303.65K | -4.85% | 5.95M | 11.24 | 0.44% |
| 49 | ITOT | iShares Core S&... | 131.11 | +0.61% | 45.98K | +4.67% | 5.91M | 79.44 | 0.43% |
| 50 | BXMT | Blackstone Mort... | 19.21 | +0.47% | 338.99K | -7.83% | 5.9M | 19.28 | 0.43% |
| 51 | SDVY | First Trust SMI... | 34.60 | +0.87% | 163.88K | +102.53% | 5.88M | 34.25 | 0.43% |
| 52 | BOND | PIMCO Active Bo... | 90.77 | -0.18% | 64.81K | +5.01% | 5.86M | 105.25 | 0.43% |
| 53 | VTI | Vanguard Total ... | 296.15 | +0.88% | 20.08K | -51.24% | 5.82M | 215.04 | 0.43% |
| 54 | SCHE | Schwab Emerging... | 29.73 | +0.99% | 216.13K | +2.30% | 5.76M | 29.24 | 0.42% |
| 55 | CALF | Pacer US Small ... | 39.67 | +1.19% | 126.99K | -10.77% | 5.59M | 43.56 | 0.41% |
| 56 | OKE | ONEOK, Inc. | 82.04 | -2.05% | 55.39K | +1.52% | 5.56M | 60.41 | 0.41% |
| 57 | PG | The Procter & G... | 160.70 | +0.26% | 32.86K | -3.31% | 5.51M | 144.09 | 0.40% |
| 58 | KNG | FT Cboe Vest S&... | 48.97 | +0.27% | 108.97K | +35.39% | 5.47M | 51.05 | 0.40% |
| 59 | CVX | Chevron Corpora... | 146.06 | +0.10% | 37.22K | +1.19% | 5.39M | 156.47 | 0.39% |
| 60 | JCPB | JPMorgan Core P... | 46.38 | -0.13% | 116.12K | +103.91% | 5.35M | 46.53 | 0.39% |
| 61 | JNJ | Johnson & Johns... | 155.09 | -1.28% | 36.56K | -4.5% | 5.29M | 160.94 | 0.39% |
| 62 | IEFA | iShares Core MS... | 81.91 | -1.35% | 73.57K | +2.42% | 5.17M | 67.66 | 0.38% |
| 63 | FTCS | First Trust Cap... | 90.06 | +0.08% | 56.77K | +9.71% | 4.99M | 74.9 | 0.36% |
| 64 | LOW | Lowe's Companie... | 215.74 | -0.7% | 19.83K | +2.59% | 4.89M | 180.32 | 0.36% |
| 65 | QQQE | Direxion NASDAQ... | 96.11 | +1.34% | 54.38K | -13.43% | 4.88M | 72.92 | 0.36% |
| 66 | RDVI | FT Cboe Vest Ri... | 24.23 | +0.75% | 200.07K | +9.51% | 4.85M | 22.81 | 0.35% |
| 67 | VB | Vanguard Small ... | 232.08 | +1.04% | 20.11K | +2.78% | 4.83M | 212.18 | 0.35% |
| 68 | AMGN | Amgen Inc. | 295.12 | -0.03% | 18.52K | +1.32% | 4.83M | 266.56 | 0.35% |
| 69 | GEO | The GEO Group, ... | 24.80 | +0.71% | 170.49K | +100.00% | 4.77M | 27.98 | 0.35% |
| 70 | ABT | Abbott Laborato... | 133.99 | -1.2% | 41.87K | -1.93% | 4.74M | 105.25 | 0.35% |
| 71 | CSCO | Cisco Systems, ... | 65.41 | +2.06% | 79.84K | +1.75% | 4.73M | 51.08 | 0.35% |
| 72 | CCJ | Cameco Corporat... | 69.36 | +4.06% | 91.69K | +38.83% | 4.71M | 42.23 | 0.34% |
| 73 | PSX | Phillips 66 | 123.57 | +1.16% | 40.73K | -8.09% | 4.64M | 104.88 | 0.34% |
| 74 | CTAS | Cintas Corporat... | 222.25 | +0.12% | 25.29K | +2.60% | 4.62M | 88.75 | 0.34% |
| 75 | SOFI | SoFi Technologi... | 14.88 | +5.64% | 296.17K | +100.00% | 4.56M | 15.4 | 0.33% |
| 76 | IBM | International B... | 281.56 | +1.57% | 20.44K | +4.20% | 4.49M | 162.56 | 0.33% |
| 77 | NEE | NextEra Energy,... | 73.71 | -1.43% | 61.86K | +2.12% | 4.43M | 76.08 | 0.32% |
| 78 | SLV | iShares Silver ... | 33.02 | +0.14% | 167.79K | +0.34% | 4.42M | 23.17 | 0.32% |
| 79 | EMR | Emerson Electri... | 128.64 | +2.47% | 34.95K | +4.23% | 4.33M | 104.05 | 0.32% |
| 80 | OBIL | The RBB Fund, I... | 50.06 | +0.01% | 86.11K | +22.80% | 4.31M | 50.23 | 0.32% |
| 81 | FTSL | First Trust Sen... | 45.94 | +0.06% | 92.3K | +4.44% | 4.27M | 47.18 | 0.31% |
| 82 | KLAC | KLA Corporation | 890.63 | +2.65% | 6.76K | +1.87% | 4.26M | 290.13 | 0.31% |
| 83 | BLK | BlackRock, Inc. | 981.33 | +0.98% | 4.05K | +2.58% | 4.15M | 951.55 | 0.30% |
| 84 | GSLC | Goldman Sachs A... | 118.01 | +0.98% | 35.3K | +0.36% | 4.07M | 66.27 | 0.30% |
| 85 | AVLV | Avantis U.S. La... | 67.25 | +1.01% | 60.36K | +80.86% | 4.03M | 65.26 | 0.29% |
| 86 | BKNG | Booking Holding... | 5362.86 | +1.22% | 809 | -13.1% | 4.02M | 3409.48 | 0.29% |
| 87 | IVW | iShares S&P 500... | 106.17 | +1.01% | 38.61K | -18.91% | 3.92M | 57.03 | 0.29% |
| 88 | IGSB | iShares 1-5 Yea... | 52.32 | +0.02% | 75.59K | +4.46% | 3.91M | 53.6 | 0.29% |
| 89 | VZ | Verizon Communi... | 42.42 | -1.37% | 97.7K | +107.32% | 3.91M | 43.68 | 0.29% |
| 90 | AFL | Aflac Incorpora... | 102.61 | +0.42% | 37.35K | +4.24% | 3.86M | 76.05 | 0.28% |
| 91 | ADI | Analog Devices,... | 231.43 | +2.84% | 17.93K | +3.33% | 3.81M | 185.01 | 0.28% |
| 92 | PFE | Pfizer Inc. | 24.39 | -0.63% | 141.05K | +64.48% | 3.74M | 33.13 | 0.27% |
| 93 | HD | The Home Depot,... | 353.06 | -0.45% | 9.37K | -12.65% | 3.65M | 272 | 0.27% |
| 94 | HWKN | Hawkins, Inc. | 136.74 | +0.71% | 29.69K | -24.2% | 3.64M | 39.07 | 0.27% |
| 95 | SBUX | Starbucks Corpo... | 93.39 | +0.14% | 39.1K | +1.31% | 3.57M | 98.53 | 0.26% |
| 96 | ITW | Illinois Tool W... | 244.12 | +1.09% | 14K | +3.44% | 3.55M | 225.65 | 0.26% |
| 97 | ORCL | Oracle Corporat... | 210.16 | -2.35% | 21.27K | +2.15% | 3.54M | 99.21 | 0.26% |
| 98 | ACN | Accenture plc | 313.78 | +0.66% | 10.03K | +3.54% | 3.53M | 264.42 | 0.26% |
| 99 | CB | Chubb Limited | 286.06 | -0.25% | 12.25K | +3.11% | 3.38M | 228.7 | 0.25% |
| 100 | LIN | Linde plc | 465.93 | -0.01% | 8.04K | +3.35% | 3.37M | 369.47 | 0.25% |
| 101 | MCD | McDonald's Corp... | 295.94 | -1.98% | 11.6K | +0.07% | 3.36M | 252.49 | 0.25% |
| 102 | HYG | iShares iBoxx $... | 79.53 | +0.21% | 41.23K | +107.33% | 3.24M | 80.83 | 0.24% |
| 103 | STIP | iShares 0-5 Yea... | 102.19 | -0.03% | 31.81K | +14.08% | 3.2M | 99.27 | 0.23% |
| 104 | PEP | PepsiCo, Inc. | 131.29 | +0.34% | 20.98K | -0.07% | 3.19M | 163.38 | 0.23% |
| 105 | CASY | Casey's General... | 506.79 | +0.12% | 7.99K | +3.15% | 3.16M | 244.97 | 0.23% |
| 106 | TT | Trane Technolog... | 426.18 | +1.14% | 8.31K | +4.42% | 3.07M | 254.45 | 0.22% |
| 107 | KT | KT Corporation | 20.19 | +1.00% | 197K | -1.25% | 3.06M | 14.3 | 0.22% |
| 108 | QCOM | QUALCOMM Incorp... | 156.57 | +1.20% | 19.87K | +4.68% | 3.05M | 147.03 | 0.22% |
| 109 | DE | Deere & Company | 524.06 | +2.84% | 7.11K | -1.69% | 3.01M | 304.3 | 0.22% |
| 110 | VTHR | Vanguard Russel... | 265.95 | +0.92% | 11.55K | -0.16% | 3M | 186.64 | 0.22% |
| 111 | SA | Seabridge Gold ... | 14.89 | -0.27% | 262.74K | +4.94% | 3M | 12.69 | 0.22% |
| 112 | GD | General Dynamic... | 278.85 | -1.47% | 11.36K | +2.51% | 2.99M | 255.5 | 0.22% |
| 113 | AMP | Ameriprise Fina... | 512.33 | +2.12% | 5.61K | +3.68% | 2.98M | 263.34 | 0.22% |
| 114 | PNOV | Innovator U.S. ... | 38.95 | +0.63% | 77.8K | +100.00% | 2.95M | 37.87 | 0.22% |
| 115 | PANW | Palo Alto Netwo... | 197.87 | +0.82% | 16.05K | +104.94% | 2.92M | 121.26 | 0.21% |
| 116 | VIG | Vanguard Divide... | 200.94 | +0.24% | 14.74K | -24.39% | 2.89M | 149.14 | 0.21% |
| 117 | USTB | VictoryShares U... | 50.51 | 0.00% | 57.22K | +50.77% | 2.87M | 50.08 | 0.21% |
| 118 | UNM | Unum Group | 78.69 | +0.64% | 39.23K | +3.15% | 2.87M | 44.34 | 0.21% |
| 119 | URNM | Sprott Uranium ... | 46.31 | +7.00% | 70.69K | +1.43% | 2.85M | 39.49 | 0.21% |
| 120 | RWL | Invesco S&P 500... | 102.39 | +0.64% | 28.78K | -2.73% | 2.82M | 87.12 | 0.21% |
| 121 | IJT | iShares S&P Sma... | 129.69 | +0.68% | 20.74K | +2.57% | 2.81M | 100.71 | 0.21% |
| 122 | MRK | Merck & Co., In... | 80.88 | -1.02% | 28.18K | -40.79% | 2.8M | 88.67 | 0.21% |
| 123 | KMI | Kinder Morgan, ... | 27.68 | +0.13% | 102.25K | -1.42% | 2.8M | 19.07 | 0.20% |
| 124 | PAYX | Paychex, Inc. | 153.51 | +0.19% | 19.84K | +1.66% | 2.78M | 117.33 | 0.20% |
| 125 | EFAD | ProShares MSCI ... | 42.76 | -0.18% | 73.91K | +3.18% | 2.73M | 35.99 | 0.20% |
| 126 | XBI | SPDR S&P Biotec... | 83.30 | -0.36% | 29.94K | -1.4% | 2.7M | 78.82 | 0.20% |
| 127 | XLV | Health Care Sel... | 135.62 | -0.38% | 19.59K | -1.1% | 2.7M | 102.46 | 0.20% |
| 128 | RGTI | Rigetti Computi... | 12.19 | +6.93% | 174.96K | +100.00% | 2.67M | 15.26 | 0.20% |
| 129 | INGR | Ingredion Incor... | 137.58 | -0.49% | 19.36K | +2.91% | 2.66M | 107.25 | 0.19% |
| 130 | EMB | iShares J.P. Mo... | 90.99 | +0.09% | 29.89K | +2.86% | 2.66M | 108.57 | 0.19% |
| 131 | CIBR | First Trust NAS... | 73.14 | +1.02% | 41.66K | +8.47% | 2.64M | 49.56 | 0.19% |
| 132 | JEPQ | JPMorgan Nasdaq... | 53.10 | +0.98% | 46.44K | +9.36% | 2.62M | 49.39 | 0.19% |
| 133 | ENSG | The Ensign Grou... | 152.53 | +0.85% | 19.65K | +3.47% | 2.61M | 98.15 | 0.19% |
| 134 | VOO | Vanguard 500 In... | 553.40 | +0.84% | 4.79K | +1.78% | 2.58M | 435.98 | 0.19% |
| 135 | PAVE | Global X U.S. I... | 42.34 | +0.89% | 63.68K | +3.64% | 2.57M | 31.59 | 0.19% |
| 136 | IVE | iShares S&P 500... | 191.30 | +0.20% | 13.47K | -49.05% | 2.57M | 154.69 | 0.19% |
| 137 | TGT | Target Corporat... | 97.44 | +2.17% | 19.02K | -0.55% | 2.57M | 153.45 | 0.19% |
| 138 | ABBV | AbbVie Inc. | 190.70 | -0.2% | 14K | -49.91% | 2.49M | 150.12 | 0.18% |
| 139 | CGCP | Capital Group C... | 22.25 | -0.2% | 111.83K | +57.10% | 2.48M | 22.38 | 0.18% |
| 140 | XLE | Energy Select S... | 87.77 | -0.37% | 28.78K | -3.62% | 2.47M | 64.27 | 0.18% |
| 141 | PFF | iShares Preferr... | 30.21 | +0.17% | 78.01K | +444.62% | 2.45M | 31.32 | 0.18% |
| 142 | PWR | Quanta Services... | 361.41 | +0.88% | 7.66K | -0.79% | 2.42M | 186.52 | 0.18% |
| 143 | HUBB | Hubbell Incorpo... | 391.45 | +2.47% | 5.65K | +3.06% | 2.37M | 333.3 | 0.17% |
| 144 | CEE | The Central and... | 15.25 | +0.53% | 216.57K | -0.67% | 2.36M | 10.11 | 0.17% |
| 145 | DGRW | WisdomTree U.S.... | 82.32 | +0.45% | 28.97K | -5.61% | 2.34M | 66.8 | 0.17% |
| 146 | BX | Blackstone Inc. | 137.85 | +1.06% | 13.58K | -11.46% | 2.34M | 91.26 | 0.17% |
| 147 | SPSB | SPDR Portfolio ... | 30.02 | +0.02% | 77.73K | -8.54% | 2.32M | 29.78 | 0.17% |
| 148 | RDVY | First Trust Ris... | 61.09 | +0.95% | 39.15K | -9.04% | 2.32M | 49.06 | 0.17% |
| 149 | PNW | Pinnacle West C... | 88.87 | -1.22% | 27.13K | +100.00% | 2.3M | 84.77 | 0.17% |
| 150 | FTGC | First Trust Glo... | 25.59 | +0.25% | 95.99K | +6.20% | 2.3M | 24.37 | 0.17% |