Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
NATIONS FINANCIAL GROUP INC /IA/ /ADV | 11-13-2023 | 09-30-2023 | 613 | 993,322,975 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
APPLE INC COM | Stock | 1 | $33,669,626 | 196,656 | 0.00 | 0.00 | -3,157 | -1.58 | 09-30-2023 |
BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 2 | $33,504,093 | 95,644 | 0.00 | 0.00 | 17,577 | 22.52 | 09-30-2023 |
MICROSOFT CORP COM | Stock | 3 | $26,664,725 | 84,448 | 0.00 | 0.00 | -1,771 | -2.05 | 09-30-2023 |
ISHARES CORE S&P MID-CAP ETF | ETF | 4 | $20,687,618 | 82,966 | 0.00 | 0.00 | -1,179 | -1.40 | 09-30-2023 |