Stock Taper

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Space Exploration Technologies Corp.SPCX4.78K$817.05K
Shell plcSHEL4.79K$371.75K
Trane Technologies plcTT4.89K$2.4M
Salesforce, Inc.CRM4.99K$781.29K
U.S. BancorpUSB5K$302.03K
Quest Diagnostics IncorporatedDGX5.08K$1.08M
Main Street Capital CorporationMAIN5.13K$266.08K
Evercore Inc.EVR5.17K$1.77M
Take-Two Interactive Software, Inc.TTWO5.22K$1.31M
Chubb LimitedCB5.3K$1.81M
FedEx CorporationFDX5.38K$1.68M
Applied Materials, Inc.AMAT5.52K$3.99M
Exelon CorporationEXC5.61K$261.65K
Waste Management, Inc.WM5.67K$1.26M
Cameco CorporationCCJ5.71K$582.17K
Caterpillar Inc.CAT5.72K$6.09M
The PNC Financial Services Group, Inc.PNC5.77K$1.42M
Essential Utilities, Inc.WTRG5.87K$224.9K
Alliant Energy CorporationLNT5.88K$448.72K
Shopify Inc.SHOP5.9K$674K