NATIONS FINANCIAL GROUP INC, /IA/ /ADV Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$1.3T
Holdings
655
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (655 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | DEDEERE & CO COM | 7,161 | $3.4B | 0.26% | |
| 102 | HDHOME DEPOT INC COM | 9,091 | $3.3B | 0.25% | |
| 103 | PEPPEPSICO INC COM | 22,173 | $3.3B | 0.25% | |
| 104 | HWKNHAWKINS INC COM | 31,041 | $3.3B | 0.25% | |
| 105 | QCOMQUALCOMM INC COM | 21,247 | $3.3B | 0.25% | |
| 106 | HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 41,185 | $3.2B | 0.25% | |
| 107 | UNMUNUM GROUP COM | 39,162 | $3.2B | 0.24% | |
| 108 | SBUXSTARBUCKS CORP COM | 32,508 | $3.2B | 0.24% | |
| 109 | BARGRANITESHARES GOLD SHARES | 103,276 | $3.2B | 0.24% | |
| 110 | LINLINDE PLC SHS | 6,613 | $3.1B | 0.24% | |
| 111 | BLKBLACKROCK INC COM | 3,246 | $3.1B | 0.23% | |
| 112 | CBCHUBB LIMITED COM | 10,170 | $3.1B | 0.23% | |
| 113 | EFADPROSHARES MSCI EAFE DIVIDEND GROWERS ETF | 79,033 | $3.1B | 0.23% | |
| 114 | RTXRTX CORPORATION COM | 22,772 | $3.0B | 0.23% | |
| 115 | CGCPCAPITAL GROUP CORE PLUS INCOME ETF | 132,162 | $3.0B | 0.23% | |
| 116 | ADIANALOG DEVICES INC COM | 14,585 | $2.9B | 0.22% | |
| 117 | VOOVANGUARD S&P 500 ETF | 5,691 | $2.9B | 0.22% | |
| 118 | VCLTVANGUARD LONG-TERM CORPORATE BOND ETF | 38,455 | $2.9B | 0.22% | |
| 119 | KMIKINDER MORGAN INC DEL COM | 101,951 | $2.9B | 0.22% | |
| 120 | PNOVINNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER | 77,379 | $2.9B | 0.22% | |
| 121 | VTHRVANGUARD RUSSELL 3000 ETF | 11,661 | $2.9B | 0.22% | |
| 122 | LLYELI LILLY & CO COM | 3,449 | $2.8B | 0.22% | |
| 123 | BXBLACKSTONE INC COM | 19,922 | $2.8B | 0.21% | |
| 124 | PNWPINNACLE WEST CAP CORP COM | 29,157 | $2.8B | 0.21% | |
| 125 | AJGGALLAGHER ARTHUR J & CO COM | 8,030 | $2.8B | 0.21% | |
| 126 | PANWPALO ALTO NETWORKS INC COM | 16,246 | $2.8B | 0.21% | |
| 127 | XLVHEALTH CARE SELECT SECTOR SPDR FUND | 18,964 | $2.8B | 0.21% | |
| 128 | A4SAMERIPRISE FINL INC COM | 5,694 | $2.8B | 0.21% | |
| 129 | ITWILLINOIS TOOL WKS INC COM | 11,053 | $2.7B | 0.21% | |
| 130 | CIBRFIRST TRUST NASDAQ CYBERSECURITY ETF | 43,432 | $2.7B | 0.21% | |
| 131 | INGRINGREDION INC COM | 19,985 | $2.7B | 0.21% | |
| 132 | WELLWELLTOWER INC COM | 17,424 | $2.7B | 0.20% | |
| 133 | GDXVANECK GOLD MINERS ETF | 57,929 | $2.7B | 0.20% | |
| 134 | EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 28,968 | $2.6B | 0.20% | |
| 135 | RWLINVESCO S&P 500 REVENUE ETF | 26,151 | $2.6B | 0.20% | |
| 136 | YEARAB ULTRA SHORT INCOME ETF | 51,141 | $2.6B | 0.20% | |
| 137 | FTGCFIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | 101,406 | $2.6B | 0.20% | |
| 138 | ENSGENSIGN GROUP INC COM | 19,932 | $2.6B | 0.20% | |
| 139 | RGLDROYAL GOLD INC COM | 15,508 | $2.5B | 0.19% | |
| 140 | PAYXPAYCHEX INC COM | 16,168 | $2.5B | 0.19% | |
| 141 | GOLDA-MARK PRECIOUS METALS INC COM | 97,745 | $2.5B | 0.19% | |
| 142 | IVEISHARES S&P 500 VALUE ETF | 13,000 | $2.5B | 0.19% | |
| 143 | GDGENERAL DYNAMICS CORP COM | 8,993 | $2.5B | 0.19% | |
| 144 | BCCCGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | 64,350 | $2.4B | 0.19% | |
| 145 | EYLDCAMBRIA EMERGING SHAREHOLDER YIELD ETF | 76,168 | $2.4B | 0.18% | |
| 146 | PFFISHARES PREFERRED & INCOME SECURITIES ETF | 78,020 | $2.4B | 0.18% | |
| 147 | XBISPDR S&P BIOTECH ETF | 29,496 | $2.4B | 0.18% | |
| 148 | BIDUNBAIDU INC SPON ADR REP A | 25,841 | $2.4B | 0.18% | |
| 149 | JAAAJANUS HENDERSON AAA CLO ETF | 46,197 | $2.3B | 0.18% | |
| 150 | ACNACCENTURE PLC IRELAND SHS CLASS A | 7,453 | $2.3B | 0.18% | |
| 151 | DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 29,004 | $2.3B | 0.18% | |
| 152 | XLEENERGY SELECT SECTOR SPDR FUND | 24,643 | $2.3B | 0.18% | |
| 153 | JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 42,656 | $2.2B | 0.17% | |
| 154 | HDVISHARES CORE HIGH DIVIDEND ETF | 18,103 | $2.2B | 0.17% | |
| 155 | COMDIREXION AUSPICE BROAD COMMODITY STRATEGY ETF | 73,742 | $2.2B | 0.17% | |
| 156 | SPSBSPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 71,633 | $2.2B | 0.16% | |
| 157 | RMERESMED INC COM | 9,434 | $2.1B | 0.16% | |
| 158 | KNGFT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | 41,276 | $2.1B | 0.16% | |
| 159 | TELTE CONNECTIVITY PLC ORD SHS | 14,654 | $2.1B | 0.16% | |
| 160 | LMATLEMAITRE VASCULAR INC COM | 24,659 | $2.1B | 0.16% | |
| 161 | URNMSPROTT URANIUM MINERS ETF | 63,643 | $2.1B | 0.16% | |
| 162 | XLGINVESCO S&P 500 TOP 50 ETF | 43,926 | $2.0B | 0.15% | |
| 163 | NEMNEWMONT CORP COM | 41,858 | $2.0B | 0.15% | |
| 164 | IWRISHARES RUSSELL MIDCAP ETF | 23,574 | $2.0B | 0.15% | |
| 165 | SPHYSPDR PORTFOLIO HIGH YIELD BOND ETF | 84,857 | $2.0B | 0.15% | |
| 166 | VRTXVERTEX PHARMACEUTICALS INC COM | 4,042 | $2.0B | 0.15% | |
| 167 | MRKMERCK & CO INC COM | 21,496 | $1.9B | 0.15% | |
| 168 | TIPISHARES TIPS BOND ETF | 17,339 | $1.9B | 0.15% | |
| 169 | BSTPINNOVATOR BUFFER STEP-UP STRATEGY ETF | 59,429 | $1.9B | 0.15% | |
| 170 | MGCVANGUARD MEGA CAP ETF | 9,328 | $1.9B | 0.14% | |
| 171 | CGNGCAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | 74,426 | $1.9B | 0.14% | |
| 172 | HFROHIGHLAND OPPS & INCOME FD HIGHLAND INCOME | 358,315 | $1.9B | 0.14% | |
| 173 | FCXFREEPORT-MCMORAN INC CL B | 49,066 | $1.9B | 0.14% | |
| 174 | CRMSALESFORCE INC COM | 6,868 | $1.8B | 0.14% | |
| 175 | GOOGALPHABET INC CAP STK CL C | 11,785 | $1.8B | 0.14% | |
| 176 | AMANTERO MIDSTREAM CORP COM | 101,974 | $1.8B | 0.14% | |
| 177 | XLFFINANCIAL SELECT SECTOR SPDR FUND | 36,558 | $1.8B | 0.14% | |
| 178 | LHXL3HARRIS TECHNOLOGIES INC COM | 8,651 | $1.8B | 0.14% | |
| 179 | IWSISHARES RUSSELL MID-CAP VALUE ETF | 14,316 | $1.8B | 0.14% | |
| 180 | CATCATERPILLAR INC COM | 5,464 | $1.8B | 0.14% | |
| 181 | PWRQUANTA SVCS INC COM | 7,060 | $1.8B | 0.14% | |
| 182 | FTGSFIRST TRUST GROWTH STRENGTH ETF | 60,239 | $1.8B | 0.14% | |
| 183 | HTGCHERCULES CAPITAL INC COM | 92,968 | $1.8B | 0.14% | |
| 184 | BSVVANGUARD SHORT-TERM BOND ETF | 22,573 | $1.8B | 0.13% | |
| 185 | VVVANGUARD LARGE-CAP ETF | 6,861 | $1.8B | 0.13% | |
| 186 | KOCOCA COLA CO COM | 23,890 | $1.7B | 0.13% | |
| 187 | DYHTARGET CORP COM | 16,363 | $1.7B | 0.13% | |
| 188 | IUSVISHARES CORE S&P US VALUE ETF | 18,427 | $1.7B | 0.13% | |
| 189 | ZTSZOETIS INC CL A | 10,283 | $1.7B | 0.13% | |
| 190 | IJTISHARES S&P SMALL-CAP 600 GROWTH ETF | 13,434 | $1.7B | 0.13% | |
| 191 | IWDISHARES RUSSELL 1000 VALUE ETF | 8,846 | $1.7B | 0.13% | |
| 192 | MAMASTERCARD INCORPORATED CL A | 3,027 | $1.7B | 0.13% | |
| 193 | GJUNFT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE | 46,913 | $1.6B | 0.13% | |
| 194 | FTCSFIRST TRUST CAPITAL STRENGTH ETF | 18,193 | $1.6B | 0.12% | |
| 195 | SPYMSPDR PORTFOLIO S&P 500 ETF | 24,256 | $1.6B | 0.12% | |
| 196 | ICOWPACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF | 50,406 | $1.6B | 0.12% | |
| 197 | GEGE AEROSPACE COM NEW | 7,860 | $1.6B | 0.12% | |
| 198 | AGGISHARES CORE U.S. AGGREGATE BOND ETF | 15,858 | $1.6B | 0.12% | |
| 199 | WECWEC ENERGY GROUP INC COM | 14,244 | $1.6B | 0.12% | |
| 200 | TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 9,303 | $1.5B | 0.12% |