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Joseph Schuessler

Nations Financial Group Inc, Ia Adv

Assets Managed
$1.941B
Holdings
773
Last Quarter
2026 - Q1
Filed Date
1mo 11d ago
Growth Rate
2.2%(2Q avg: 10.27%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Nations Financial Group Inc, Ia Adv's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 773 positions.

Assets under management

The assets under management (AUM) of Nations Financial Group Inc, Ia Adv over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.941B in assets, with a quarterly growth rate of 2.2% and a 2-quarter average growth rate of 10.27%. The portfolio is managed by Joseph Schuessler, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.35%
2.49%
$48.297M
73,937 shares@ $653.22 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 5.71%
2.48%
$48.016M
275,320 shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Increased 5.85%
2.25%
$43.528M
171,512 shares@ $253.8 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -1.48%
1.6%
$30.941M
458,188 shares@ $67.54 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 0.98%
1.58%
$30.484M
52,814 shares@ $577.19 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 6.15%
1.56%
$30.272M
105,273 shares@ $287.57 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 1.64%
1.52%
$29.401M
45,208 shares@ $650.36 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -7.01%
1.49%
$28.826M
77,872 shares@ $370.18 avg price
IWV
Ishares Russell 3000 Etf
Recent Activity
Increased 5.81%
1.36%
$26.379M
71,164 shares@ $370.69 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -4.74%
1.36%
$26.355M
60,338 shares@ $436.8 avg price

1-10 of 773