NATIONS FINANCIAL GROUP INC, /IA/ /ADV Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$1.3B
Holdings
655
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (655 positions)
| Stock | Value |
|---|---|
JGROJPMORGAN ACTIVE GROWTH ETF | $866K |
PHPARKER-HANNIFIN CORP COM | $864K |
IHDGWISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | $860K |
RRCRANGE RES CORP COM | $856K |
SIXJALLIANZIM U.S. LARGE CAP 6 MONTH BUFFER10 JAN/JUL ETF | $851K |
NUENUCOR CORP COM | $849K |
JANWALLIANZIM U.S. LARGE CAP BUFFER20 JAN ETF | $848K |
CGMSCAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | $847K |
VNQVANGUARD REAL ESTATE ETF | $844K |
EOGEOG RES INC COM | $841K |
SIXOALLIANZIM U.S. LARGE CAP 6 MONTH BUFFER10 APR/OCT ETF | $839K |
ENBENBRIDGE INC COM | $832K |
TWLOTWILIO INC CL A | $825K |
EQWLINVESCO S&P 100 EQUAL WEIGHT ETF | $818K |
AMLPALERIAN MLP ETF | $818K |
TSLXSIXTH STREET SPECIALTY LENDING COM | $814K |
KNSLKINSALE CAP GROUP INC COM | $814K |
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $794K |
FMHIFIRST TRUST MUNICIPAL HIGH INCOME ETF | $792K |
ANETARISTA NETWORKS INC COM SHS | $788K |
IUSBISHARES CORE TOTAL USD BOND MARKET ETF | $787K |
UPSUNITED PARCEL SERVICE INC CL B | $786K |
XYZBLOCK INC CL A | $785K |
BUFRFT VEST LADDERED BUFFER ETF | $781K |
SFLOVICTORYSHARES SMALL CAP FREE CASH FLOW ETF | $776K |
QQQMINVESCO NASDAQ 100 ETF | $760K |
BGXBLACKSTONE LONG SHORT CR INCOM COM SHS BN INT | $759K |
AMATAPPLIED MATLS INC COM | $759K |
IWFISHARES RUSSELL 1000 GROWTH ETF | $753K |
DOVDOVER CORP COM | $751K |
PRUPRUDENTIAL FINL INC COM | $750K |
UFPIUFP INDUSTRIES INC COM | $744K |
POCTINNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER | $742K |
XPEVXPENG INC ADS | $741K |
FTHIFIRST TRUST BUYWRITE INCOME ETF | $741K |
SCCOSOUTHERN COPPER CORP COM | $738K |
IWMISHARES RUSSELL 2000 ETF | $733K |
MDTMEDTRONIC PLC SHS | $729K |
CGXUCAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $729K |
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | $724K |
XLIINDUSTRIAL SELECT SECTOR SPDR FUND | $722K |
RVTROYCE SMALL CAP TRUST INC COM | $720K |
TGLSTECNOGLASS INC ORD SHS | $719K |
QTUMDEFIANCE QUANTUM ETF | $715K |
VAWVANGUARD MATERIALS ETF | $713K |
VONGVANGUARD RUSSELL 1000 GROWTH ETF | $713K |
LMTLOCKHEED MARTIN CORP COM | $708K |
TXNTEXAS INSTRS INC COM | $705K |
KRKROGER CO COM | $704K |
QLTYGMO U.S. QUALITY ETF SHS | $703K |
ACWIISHARES MSCI ACWI ETF | $699K |
GILDGILEAD SCIENCES INC COM | $694K |
MUBISHARES NATIONAL MUNI BOND ETF | $692K |
BKBANK NEW YORK MELLON CORP COM | $689K |
FTNTFORTINET INC COM | $688K |
CFCF INDS HLDGS INC COM | $682K |
DUKDUKE ENERGY CORP NEW COM NEW | $674K |
FNFABRINET SHS | $673K |
IQDGWISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND | $673K |
KJANINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY | $670K |
GBDCGOLUB CAP BDC INC COM | $669K |
DWDMORGAN STANLEY COM NEW | $669K |
VFLOVICTORYSHARES FREE CASH FLOW ETF | $665K |
EMOCLEARBRIDGE ENERGY MIDSTRM OPP COM | $658K |
TMUST-MOBILE US INC COM | $647K |
EMFTEMPLETON EMERGING MKTS FD COM | $643K |
VOEVANGUARD MID-CAP VALUE ETF | $637K |
MOALTRIA GROUP INC COM | $636K |
PSAPUBLIC STORAGE OPER CO COM | $635K |
DGXQUEST DIAGNOSTICS INC COM | $635K |
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | $634K |
HBC2HSBC HLDGS PLC SPON ADR NEW | $634K |
FLXSFLEXSTEEL INDS INC COM | $632K |
OREALTY INCOME CORP COM | $631K |
JULWALLIANZIM U.S. LARGE CAP BUFFER20 JUL ETF | $629K |
IJSISHARES S&P SMALL-CAP 600 VALUE ETF | $627K |
OCTWALLIANZIM U.S. LARGE CAP BUFFER20 OCT ETF | $625K |
HYGHISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF | $623K |
APRWALLIANZIM US LARGE CAP BUFFER20 APR ETF | $621K |
IWPISHARES RUSSELL MID-CAP GROWTH ETF | $619K |
CGGRCAPITAL GROUP GROWTH ETF | $616K |
CSXCSX CORP COM | $611K |
RDVIFT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $607K |
FCNCAFIRST CTZNS BANCSHARES INC N C CL A | $603K |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $599K |
ECOWPACER EMERGING MARKETS CASH COWS 100 ETF | $594K |
CGGOCAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $586K |
MGKVANGUARD MEGA CAP GROWTH ETF | $586K |
KMBKIMBERLY-CLARK CORP COM | $584K |
LUMNLUMEN TECHNOLOGIES INC COM | $582K |
LPXLOUISIANA PAC CORP COM | $572K |
AQLTISHARES SELECT DIVIDEND ETF | $571K |
AIRRFIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $571K |
KOCTINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBER | $569K |
AEPAMERICAN ELEC PWR CO INC COM | $568K |
HQHABRDN HEALTHCARE INVESTORS SH BEN INT | $563K |
KAPRINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL | $562K |
VRIGINVESCO VARIABLE RATE INVESTMENT GRADE ETF | $561K |
SCHFSCHWAB INTERNATIONAL EQUITY ETF | $559K |
RWJINVESCO S&P SMALLCAP 600 REVENUE ETF | $558K |