Nations-Financial-Group-Inc-Ia-Adv

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Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: nations-financial-group-inc-ia-adv
Manager Name: Nations-Financial-Group-Inc-Ia-Adv

Data Enrichment

61% identified

402 identified253 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

655 positions • $1,309,838.269K total value

655 positions

Manager:

SEC FilingSEC DataHachi Filing

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Page 8 of 33

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A-Mark Precious Metals, Inc.

AMRK|00181T107

Shares:97.7K

Value:$2.5M

464287408

IVE|464287408

Shares:13.0K

Value:$2.5M

GENERAL DYNAMICS CORP

GD|369550108

Shares:9.0K

Value:$2.5M

37954Y673

Shares:64.3K

Value:$2.4M

132061706

Shares:76.2K

Value:$2.4M

464288687

Shares:78.0K

Value:$2.4M

78464A870

Shares:29.5K

Value:$2.4M

Baidu, Inc.

BIDU|056752108

Shares:25.8K

Value:$2.4M

47103U845

Shares:46.2K

Value:$2.3M

Accenture plc

ACN|G1151C101

Shares:7.5K

Value:$2.3M

97717X669

Shares:29.0K

Value:$2.3M

81369Y506

Shares:24.6K

Value:$2.3M

46654Q203

Shares:42.7K

Value:$2.2M

46429B663

Shares:18.1K

Value:$2.2M

25460E307

Shares:73.7K

Value:$2.2M

78464A474

Shares:71.6K

Value:$2.2M

RESMED INC

RMD|761152107

Shares:9.4K

Value:$2.1M

33739Q705

Shares:41.3K

Value:$2.1M

TE Connectivity plc

TEL|G87052109

Shares:14.7K

Value:$2.1M

LEMAITRE VASCULAR INC

LMAT|525558201

Shares:24.7K

Value:$2.1M

Instrument	Shares		Other Manager	Value
A-Mark Precious Metals, Inc.(AMRKcusip00181T107)	97.7K	QoQ NEW(+97.7K) YoY NEW(+97.7K)	All Managers (Combined)	$2.5M	QoQ NEW(+$2.5M) YoY NEW(+$2.5M)
(IVEcusip464287408)	13.0K	QoQ -3.50% (-472) YoY -31.56% (-6.0K)	All Managers (Combined)	$2.5M	QoQ -3.65% (-$94.0K) YoY -30.18% (-$1.1M)
GENERAL DYNAMICS CORP(GDcusip369550108)	9.0K	QoQ -20.84% (-2.4K) YoY -4.78% (-452)	All Managers (Combined)	$2.5M	QoQ -18.11% (-$542.2K) YoY -8.12% (-$216.8K)
(cusip37954Y673)✕	64.3K	QoQ +1.04% (-668) YoY +25.34% (+13.0K)	All Managers (Combined)	$2.4M	QoQ -5.65% (-$145.4K) YoY +18.79% (+$384.1K)
(cusip132061706)✕	76.2K	QoQ +8.90% (+6.2K) YoY +87.55% (+35.6K)	All Managers (Combined)	$2.4M	QoQ +10.43% (+$228.6K) YoY +77.54% (+$1.1M)
(cusip464288687)✕	78.0K	QoQ +0.01% (-14) YoY +480.54% (+64.6K)	All Managers (Combined)	$2.4M	QoQ -2.24% (-$54.9K) YoY +453.49% (+$2.0M)
(cusip78464A870)✕	29.5K	QoQ -1.47% (-441) YoY -0.57% (-171)	All Managers (Combined)	$2.4M	QoQ -11.27% (-$304.0K) YoY -15.02% (-$422.9K)
Baidu, Inc.(BIDUcusip056752108)	25.8K	QoQ NEW(+25.8K) YoY NEW(+25.8K)	All Managers (Combined)	$2.4M	QoQ NEW(+$2.4M) YoY NEW(+$2.4M)
(cusip47103U845)✕	46.2K	QoQ NEW(+46.2K) YoY NEW(+46.2K)	All Managers (Combined)	$2.3M	QoQ NEW(+$2.3M) YoY NEW(+$2.3M)
Accenture plc(ACNcusipG1151C101)	7.5K	QoQ -25.70% (-2.6K) YoY -55.44% (-9.3K)	All Managers (Combined)	$2.3M	QoQ -34.09% (-$1.2M) YoY -59.89% (-$3.5M)
(cusip97717X669)✕	29.0K	QoQ +0.13% (-38) YoY +17.65% (+4.4K)	All Managers (Combined)	$2.3M	QoQ -1.19% (-$27.9K) YoY +23.32% (+$438.1K)
(cusip81369Y506)✕	24.6K	QoQ -14.37% (-4.1K) YoY -6.76% (-1.8K)	All Managers (Combined)	$2.3M	QoQ -6.58% (-$162.3K) YoY -7.71% (-$192.5K)
(cusip46654Q203)✕	42.7K	QoQ -8.14% (-3.8K) YoY +15.12% (+5.6K)	All Managers (Combined)	$2.2M	QoQ -15.63% (-$409.4K) YoY +9.90% (+$199.0K)
(cusip46429B663)✕	18.1K	QoQ +0.84% (+152) YoY +0.46% (+83)	All Managers (Combined)	$2.2M	QoQ +8.80% (+$177.5K) YoY +10.40% (+$206.7K)
(cusip25460E307)✕	73.7K	QoQ +1.08% (+794) YoY +15.71% (+10.0K)	All Managers (Combined)	$2.2M	QoQ +4.73% (+$97.7K) YoY +19.96% (+$360.0K)
(cusip78464A474)✕	71.6K	QoQ -7.83% (-6.1K) YoY -20.51% (-18.5K)	All Managers (Combined)	$2.2M	QoQ -7.09% (-$164.7K) YoY -19.63% (-$526.7K)
RESMED INC(RMDcusip761152107)	9.4K	QoQ +8.08% (+706) YoY NEW(+9.4K)	All Managers (Combined)	$2.1M	QoQ +5.80% (+$115.9K) YoY NEW(+$2.1M)
(cusip33739Q705)✕	41.3K	QoQ -62.12% (-67.7K) YoY -16.08% (-7.9K)	All Managers (Combined)	$2.1M	QoQ -61.88% (-$3.4M) YoY -21.07% (-$556.7K)
TE Connectivity plc(TELcusipG87052109)	14.7K	QoQ +6.94% (+952) YoY NEW(+14.7K)	All Managers (Combined)	$2.1M	QoQ +5.71% (+$111.9K) YoY NEW(+$2.1M)
LEMAITRE VASCULAR INC(LMATcusip525558201)	24.7K	QoQ +4.96% (-1.2K) YoY +20.40% (+4.2K)	All Managers (Combined)	$2.1M	QoQ -4.41% (-$95.6K) YoY +52.23% (+$709.9K)