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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 $1,366,494,014
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 176,963 $44,315,229 3.24%
2.
Berkshire Hathaway Inc
 BRK.A 69,204 $31,368,789 2.29%
3.
Microsoft Corp
 MSFT 73,454 $30,961,192 2.26%
4.
Nvidia Corp
 NVDA 226,077 $30,359,884 2.22%
5.
Ishares Trust
 IEF 436,716 $27,211,819 1.99%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)