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)

StockValue
TDIVFIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
$358K
BLOKAMPLIFY TRANSFORMATIONAL DATA SHARING ETF
$357K
FNXFIRST TRUST MID CAP CORE ALPHADEX FUND
$355K
SOXXISHARES SEMICONDUCTOR ETF
$349K
JCIJOHNSON CTLS INTL PLC SHS
$349K
KYNKAYNE ANDERSON ENERGY INFRSTR COM
$346K
EDDMORGAN STANLEY EMERGING MKTS COM
$346K
ITMVANECK INTERMEDIATE MUNI ETF
$343K
XGDVXGABELLI DIVID & INCOME TR COM
$343K
FEMSFIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND
$342K
XFEBFIRST TRUST PREFERRED SECURITIES & INCOME ETF
$340K
4I1PHILIP MORRIS INTL INC COM
$338K
SDVDFT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
$335K
NXJNUVEEN NEW JERSEY QULT MUN FD COM
$334K
MPCMARATHON PETE CORP COM
$332K
HWMHOWMET AEROSPACE INC COM
$330K
ELVELEVANCE HEALTH INC COM
$328K
AXPAMERICAN EXPRESS CO COM
$327K
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
$327K
PJANINNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY
$325K
CUBECUBESMART COM
$322K
BABINVESCO TAXABLE MUNICIPAL BOND ETF
$319K
CTRECARETRUST REIT INC COM
$318K
GPCGENUINE PARTS CO COM
$316K
XLUUTILITIES SELECT SECTOR SPDR FUND
$314K
CGWINVESCO S&P GLOBAL WATER INDEX ETF
$313K
SRVRPACER DATA & INFRASTRUCTURE REAL ESTATE ETF
$310K
TARSTARSUS PHARMACEUTICALS INC COM
$308K
IYY*ISHARES DOW JONES U.S. ETF
$307K
SJNKSPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
$306K
OEFISHARES S&P 100 ETF
$305K
JPSEJPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF
$305K
FDVVFIDELITY HIGH DIVIDEND ETF
$303K
PHYS/USPROTT PHYSICAL GOLD TR UNIT
$300K
ADMARCHER DANIELS MIDLAND CO COM
$298K
TMOTHERMO FISHER SCIENTIFIC INC COM
$294K
XBXMXNUVEEN S&P 500 BUY-WRITE INCOM COM
$294K
AVDEAVANTIS INTERNATIONAL EQUITY ETF
$294K
SCHXSCHWAB U.S. LARGE-CAP ETF
$293K
ORLYOREILLY AUTOMOTIVE INC COM
$291K
IYTISHARES US TRANSPORTATION ETF
$291K
PSLV/USPROTT PHYSICAL SILVER TR TR UNIT
$290K
DOWDOW INC COM
$289K
FNDASCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF
$288K
BSXBOSTON SCIENTIFIC CORP COM
$287K
XLBMATERIALS SELECT SECTOR SPDR FUND
$284K
SHYDVANECK SHORT HIGH YIELD MUNI ETF
$283K
APAMARTISAN PARTNERS ASSET MGMT IN CL A
$283K
GUTGABELLI UTIL TR COM
$281K
HUMHUMANA INC COM
$280K
WPMWHEATON PRECIOUS METALS CORP COM
$279K
HNDLSTRATEGY SHARES NASDAQ 7HANDL INDEX ETF
$278K
GAUGFT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST
$276K
XFEBFT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY
$275K
LTTIFT VEST 20 YEAR TREASURY & TARGET INCOME ETF
$275K
LVLNSPDR S&P REGIONAL BANKING ETF
$273K
CGSDCAPITAL GROUP SHORT DURATION INCOME ETF
$269K
AMDADVANCED MICRO DEVICES INC COM
$269K
PMAYINNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY
$267K
GARPISHARES MSCI USA QUALITY GARP ETF
$266K
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND
$260K
MCHPMICROCHIP TECHNOLOGY INC. COM
$260K
AUSFGLOBAL X ADAPTIVE U.S. FACTOR ETF
$260K
BAPRINNOVATOR U.S. EQUITY BUFFER ETF - APRIL
$259K
CTVACORTEVA INC COM
$252K
SLBSCHLUMBERGER LTD COM STK
$252K
WTRGESSENTIAL UTILS INC COM
$251K
MDYSPDR S&P MIDCAP 400 ETF TRUST
$248K
BIVVANGUARD INTERMEDIATE-TERM BOND ETF
$244K
SCHBSCHWAB U.S. BROAD MARKET ETF
$241K
COINCOINBASE GLOBAL INC COM CL A
$241K
CGBLCAPITAL GROUP CORE BALANCED ETF
$239K
THQABRDN HEALTHCARE OPPORTUNITIES SHS
$238K
MBBISHARES MBS ETF
$238K
JCPIJPMORGAN INFLATION MANAGED BOND ETF
$237K
MDLZMONDELEZ INTL INC CL A
$236K
PTLCPACER TRENDPILOT US LARGE CAP ETF
$234K
DFEBFT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY
$233K
FXHFIRST TRUST HEALTH CARE ALPHADEX FUND
$232K
NOWSERVICENOW INC COM
$232K
WCBRWISDOMTREE CYBERSECURITY FUND
$230K
VIOOVANGUARD S&P SMALL-CAP 600 ETF
$229K
PGXINVESCO PREFERRED ETF
$229K
AEMAGNICO EAGLE MINES LTD COM
$228K
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$226K
IYWISHARES U.S. TECHNOLOGY ETF
$225K
CLHCLEAN HARBORS INC COM
$224K
FNVFRANCO NEV CORP COM
$223K
DHSWISDOMTREE U.S. HIGH DIVIDEND FUND
$222K
WYWEYERHAEUSER CO MTN BE COM NEW
$221K
DWASINVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF
$220K
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
$218K
FNDCSCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF
$217K
JULTALLIANZIM U.S. LARGE CAP BUFFER10 JUL ETF
$217K
CPCANADIAN PACIFIC KANSAS CITY COM
$216K
HEIHEICO CORP NEW CL A
$216K
OCTTALLIANZIM U.S. LARGE CAP BUFFER10 OCT ETF
$216K
DBCINVESCO DB COMMODITY INDEX TRACKING FUND
$215K
APRTALLIANZIM US LARGE CAP BUFFER10 APR ETF
$214K
INDAISHARES MSCI INDIA ETF
$214K
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