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 | Value |
|---|---|
SPGIS&P GLOBAL INC COM | $1.5B |
UJULINNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JULY | $1.5B |
EVREVERCORE INC CLASS A | $1.5B |
BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $1.5B |
PSEPINNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER | $1.5B |
SOFISOFI TECHNOLOGIES INC COM | $1.4B |
FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $1.4B |
WMBWILLIAMS COS INC COM | $1.4B |
VBRVANGUARD SMALL CAP VALUE ETF | $1.4B |
WMWASTE MGMT INC DEL COM | $1.4B |
IWOISHARES RUSSELL 2000 GROWTH ETF | $1.4B |
BNDVANGUARD TOTAL BOND MARKET ETF | $1.4B |
PDECINNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER | $1.4B |
FPEIFIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $1.4B |
DGTSPDR GLOBAL DOW ETF | $1.4B |
FANGDIAMONDBACK ENERGY INC COM | $1.4B |
PJUNINNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE | $1.4B |
EWYISHARES MSCI SOUTH KOREA ETF | $1.4B |
GWWGRAINGER W W INC COM | $1.4B |
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | $1.4B |
CLSCELESTICA INC COM | $1.4B |
SYKSTRYKER CORPORATION COM | $1.4B |
TAT&T INC COM | $1.4B |
IUSGISHARES CORE S&P U.S. GROWTH ETF | $1.3B |
BABOEING CO COM | $1.3B |
IGEISHARES NORTH AMERICAN NATURAL RESOURCES ETF | $1.3B |
LMBSFIRST TRUST LOW DURATION OPPORTUNITIES ETF | $1.3B |
MGMTBALLAST SMALL/MID CAP ETF | $1.3B |
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND | $1.3B |
CRWDCROWDSTRIKE HLDGS INC CL A | $1.3B |
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF | $1.3B |
BJUNINNOVATOR U.S. EQUITY BUFFER ETF - JUNE | $1.3B |
FLOTISHARES FLOATING RATE BOND ETF | $1.3B |
CGUSCAPITAL GROUP CORE EQUITY ETF | $1.3B |
FDLFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $1.3B |
PAUGINNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST | $1.2B |
XLFICONSUMER STAPLES SELECT SECTOR SPDR FUND | $1.2B |
PEOADAM NAT RES FD INC COM | $1.2B |
JQUAJPMORGAN U.S. QUALITY FACTOR ETF | $1.2B |
DDTOINNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY | $1.2B |
IAU*ISHARES GOLD TRUST | $1.2B |
COPCONOCOPHILLIPS COM | $1.2B |
PJULINNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | $1.2B |
JOEST JOE CO COM | $1.2B |
BBUSJPMORGAN BETABUILDERS U.S. EQUITY ETF | $1.2B |
AZOAUTOZONE INC COM | $1.2B |
SEIXVIRTUS SEIX SENIOR LOAN ETF | $1.2B |
WRBBERKLEY W R CORP COM | $1.2B |
DISDISNEY WALT CO COM | $1.2B |
VBVANGUARD SMALL-CAP ETF | $1.2B |
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $1.1B |
ISCBISHARES MORNINGSTAR SMALL-CAP ETF | $1.1B |
CITHE CIGNA GROUP COM | $1.1B |
FBNDFIDELITY TOTAL BOND ETF | $1.1B |
DHRDANAHER CORPORATION COM | $1.1B |
EXPEAGLE MATLS INC COM | $1.1B |
JPSTJPMORGAN ULTRA-SHORT INCOME ETF | $1.1B |
REGLPROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | $1.1B |
JNKSPDR BLOOMBERG HIGH YIELD BOND ETF | $1.1B |
SIISPROTT INC COM NEW | $1.1B |
CLCOLGATE PALMOLIVE CO COM | $1.1B |
FTLSFIRST TRUST LONG/SHORT EQUITY ETF | $1.1B |
VHTVANGUARD HEALTH CARE ETF | $1.1B |
BACBANK AMERICA CORP COM | $1.1B |
RIVRIVERNORTH OPPORTUNITIES FD IN COM | $1.1B |
XOVRERSHARES PRIVATE-PUBLIC CROSSOVER ETF | $1.0B |
ARDCARES DYNAMIC CR ALLOCATION FD COM | $1.0B |
CVSCVS HEALTH CORP COM | $1.0B |
URIUNITED RENTALS INC COM | $1.0B |
SMDVPROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF | $1.0B |
RSGREPUBLIC SVCS INC COM | $1.0B |
JLSNUVEEN MORTGAGE AND INCOME FD COM | $1.0B |
MTGMGIC INVT CORP WIS COM | $977.2M |
IHIISHARES U.S. MEDICAL DEVICES ETF | $972.8M |
SKORFLEXSHARES CREDIT-SCORED US CORPORATE BOND INDEX FUND | $970.9M |
STLDSTEEL DYNAMICS INC COM | $969.0M |
AMTAMERICAN TOWER CORP NEW COM | $963.7M |
XPNDFIRST TRUST EXPANDED TECHNOLOGY ETF | $962.7M |
APDAIR PRODS & CHEMS INC COM | $960.7M |
LNTALLIANT ENERGY CORP COM | $957.9M |
NKENIKE INC CL B | $957.7M |
ETNEATON CORP PLC SHS | $956.5M |
WFCWELLS FARGO CO NEW COM | $956.0M |
CCOCAMECO CORP COM | $951.2M |
CGIECAPITAL GROUP INTERNATIONAL EQUITY ETF | $948.5M |
MMM3M CO COM | $947.3M |
GDXJVANECK JUNIOR GOLD MINERS ETF | $935.0M |
IJKISHARES S&P MID-CAP 400 GROWTH ETF | $929.8M |
VLOVALERO ENERGY CORP COM | $926.9M |
HALOHALOZYME THERAPEUTICS INC COM | $920.7M |
UNPUNION PAC CORP COM | $910.6M |
VDEVANGUARD ENERGY ETF | $908.9M |
NXDTNEXPOINT DIVERSIFIED REL ET TR COM NEW | $907.7M |
UTHUNITED THERAPEUTICS CORP DEL COM | $904.5M |
AWGASBURY AUTOMOTIVE GROUP INC COM | $899.7M |
FFORD MTR CO COM | $899.7M |
CEGCONSTELLATION ENERGY CORP COM | $891.1M |
QUALISHARES MSCI USA QUALITY FACTOR ETF | $885.9M |
PDBCINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $877.9M |
EMDVPROSHARES MSCI EMERGING MARKETS DIVIDEND GROWERS ETF | $874.6M |