Nations-Financial-Group-Inc-Ia-Adv

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-13
Total Holdings
655
Total Value
1309838269
Accession Number
0001109767-25-000004
Form Type
13F-HR
Manager Name
Nations-Financial-Group-Inc-Ia-Adv
Data Enrichment
61% identified
402 identified253 unidentified

Holdings

655 positions
Manager:
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Page 2 of 33
MICROSTRATEGY Inc
Shares:34.5K
Value:$9.9M
808524797
Shares:349.0K
Value:$9.8M
VISA INC.
Shares:27.8K
Value:$9.7M
SPDR GOLD TRUST
Shares:33.4K
Value:$9.6M
46429B697
Shares:101.9K
Value:$9.5M
464287705
Shares:79.5K
Value:$9.5M
Alphabet Inc.
Shares:61.2K
Value:$9.5M
Broadcom Inc.
Shares:55.0K
Value:$9.2M
464287804
Shares:85.0K
Value:$8.9M
922908744
Shares:51.3K
Value:$8.9M
BERKSHIRE HATHAWAY INC
Shares:11
Value:$8.8M
ENTERPRISE PRODUCTS PARTNERS L.P.
Shares:249.4K
Value:$8.5M
14020W106
Shares:233.6K
Value:$8.3M
464288307
Shares:108.9K
Value:$7.8M
87283Q867
Shares:238.5K
Value:$7.7M
46641Q332
Shares:127.5K
Value:$7.3M
46432F842
Shares:92.4K
Value:$7.0M
46641Q670
Shares:148.6K
Value:$7.0M
Angel Oak Financial Strategies Income Term Trust
Shares:511.1K
Value:$6.9M
921943858
Shares:131.2K
Value:$6.7M