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Joseph Schuessler

Nations Financial Group Inc, Ia Adv

Assets Managed
$2.093B
Holdings
789
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
7.82%(2Q avg: 5.01%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Nations Financial Group Inc, Ia Adv's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 789 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 2.093B in assets, with a quarterly growth rate of 7.82% and a 2-quarter average growth rate of 5.01%. The portfolio is managed by Joseph Schuessler, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.31%
2.68%
$56.093M
74,901 shares@ $748.9 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -6.53%
2.46%
$51.491M
257,336 shares@ $200.1 avg price
AAPL
Apple Inc
Recent Activity
Increased 3.6%
2.46%
$51.413M
177,677 shares@ $289.37 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -2.18%
1.82%
$38.043M
51,660 shares@ $736.41 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -3.36%
1.74%
$36.354M
101,726 shares@ $357.38 avg price
FBCG
Fidelity Blue Chip Growth
Recent Activity
Increased 7.18%
1.65%
$34.385M
553,610 shares@ $62.12 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 1.73%
1.65%
$34.342M
45,987 shares@ $746.79 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 503.61%
1.5%
$31.372M
364,203 shares@ $86.15 avg price
IWV
Ishares Russell 3000 Etf
Recent Activity
Decreased -3.52%
1.4%
$29.275M
68,656 shares@ $426.41 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 0.06%
1.4%
$29.114M
152,811 shares@ $190.53 avg price

1-10 of 789