NATIONS FINANCIAL GROUP INC, /IA/ /ADV

RIA/Wealth

NATIONS FINANCIAL GROUP INC, /IA/ /ADV is a RIA/Wealth based in Cedar Rapids, IA led by Richard Scott Bennett, reporting $3.9B in AUM as of Q3 2025 with 49% ETF concentration.

CEORichard Scott Bennett

Portfolio Value: $1.6B
Positions: 702
Top Holding: NVDA at 2.73%
Last Reported: Q3 2025

Address3925 Fountains Blvd Ne, Suite 200, Cedar Rapids, IA, 52411, United States

Top Holdings

Largest long holdings in NATIONS FINANCIAL GROUP INC, /IA/ /ADV's portfolio (18.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$43.6M	2.73%	-$136.0K Sold	0.00% 233.9K shares	Q2 2018 Held for 7y 5m
2 Apple AAPL	Consumer Electronics Technology	$38.7M	2.42%	-$474.4K Sold	0.00% 151.8K shares	Q4 2015 Held for 9y 11m
3 Microsoft MSFT	Software - Infrastructure Technology	$38.1M	2.38%	+$640.2K Bought	0.00% 73.5K shares	Q4 2015 Held for 9y 11m
4 Invesco QQQ Trust QQQ	ETF ETF	$28.8M	1.80%	-$22.2K Sold	— 47.9K shares	Q4 2015 Held for 9y 11m
5 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$28.1M	1.76%	-$712.3K Sold	— 430.3K shares	Q4 2015 Held for 9y 11m
6 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$27.5M	1.72%	-$10.9M Sold	0.00% 54.7K shares	Q4 2019 Held for 5y 11m
7 iShares Russell 3000 IWV	ETF ETF	$25.0M	1.56%	-$736.7K Sold	— 65.9K shares	Q4 2019 Held for 5y 11m
8 Fidelity Blue Chip Growth FBCG	ETF ETF	$20.7M	1.29%	+$2.1M Bought	— 385.4K shares	Q2 2024 Held for 1y 5m
9 Technology Select Sector SPDR Fund XLK	ETF ETF	$20.6M	1.29%	+$67.4K Bought	— 73.0K shares	Q4 2015 Held for 9y 11m
10 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$20.2M	1.27%	+$1.8M Bought	0.00% 83.2K shares	Q2 2018 Held for 7y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in NATIONS FINANCIAL GROUP INC, /IA/ /ADV's latest filing

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Market Value

$1.6B

Prior: $1.5B

Q/Q Change

+10.03%

+$145.6M

Net Flows % of MV

+2.07%

Turnover Ratio

6.17%

New Purchases

46 stocks

$44.1M

Added To

342 stocks

+$67.3M

Sold Out Of

30 stocks

$21.1M

Reduced Holdings

251 stocks

-$57.3M

Increased Positions

Position	Shares Δ	Change
1 Invesco S&P 500 Momentum SPMO	New	0 → 61.2K +$7.4M
2 BitMine Immersion Technologies, Inc. BMNR	New	0 → 110.5K +$5.7M
3 HGER Harbor Commodity All-Weather Strategy HGER	New	0 → 170.9K +$4.4M
4 Amplify CWP Enhanced Dividend Income DIVO	New	0 → 84.8K +$3.8M
5 SIVR abrdn Physical Silver Shares SIVR	New	0 → 63.1K +$2.8M

Decreased Positions

Position	Shares Δ	Change
1 NEOS S&P 500 High Income SPYI	Sold	62.3K → 0 −$3.1M
2 Ingredion INGR	Sold	20.0K → 0 −$2.7M
3 YEAR AB Ultra Short Income YEAR	Sold	51.9K → 0 −$2.6M
4 Colgate-Palmolive CL	Sold	11.3K → 0 −$1.0M
5 XPEV XPeng XPEV	Sold	55.7K → 0 −$996.3K

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Analytics

Portfolio insights and performance metrics for NATIONS FINANCIAL GROUP INC, /IA/ /ADV

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Sector Allocation

ETF

48.80%

Technology

14.40%

Financial Services

7.00%

Industrials

4.00%

Communication Services

3.60%

Healthcare

3.50%

Consumer Cyclical

3.40%

Energy

3.20%

Basic Materials

2.20%

Consumer Defensive

2.00%

Utilities

1.10%

Real Estate

0.80%

Market Cap Distribution

Mega Cap (> $200B)

24.65%

Large Cap ($10B - $200B)

16.35%

Mid Cap ($2B - $10B)

2.88%

Small Cap ($300M - $2B)

0.30%

Micro Cap ($50M - $300M)

0.04%

Nano Cap (< $50M)

0.48%

N/A (ETF or Unknown)

55.28%

Portfolio Concentration

Top 10 Holdings %

18.23%

Top 20 Holdings %

28.19%

Top 50 Holdings %

45.0%

Top 100 Holdings %

61.38%