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Home > Institutional Investor > Nations Financial Group Inc, V > Profile

Instuitional Investor - Nations Financial Group Inc, V

Fund Profile
Filing Period:
Fund Name: Nations Financial Group Inc, V
Portfolio Value $1,309,838,269
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 172,123 $38,233,888 2.92%
2.
Berkshire Hathaway Inc
 BRK.A 70,899 $37,759,389 2.88%
3.
Microsoft Corp
 MSFT 70,398 $26,426,934 2.02%
4.
Ishares Trust
 IEF 438,409 $25,581,175 1.95%
5.
Nvidia Corp
 NVDA 229,960 $24,923,125 1.9%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)