NATIONS FINANCIAL GROUP INC, /IA/ /ADV Q2 2021 Filing

Filed August 16, 2021

Portfolio Value

$597.0B

Holdings

399

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (399 positions)

StockValue
AAPLAPPLE INC COM
$23.6M
IJHISHARES S&P MIDCAP FUND
$21.1M
IWVISHARES RUSSELL 3000 ETF
$15.8M
MSFTMICROSOFT CORP COM
$15.6M
IJRISHARES S&P SMALL-CAP FUND
$14.6M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$14.5M
NDQINVESCO QQQ TRUST
$12.9M
AMZNAMAZON COM INC COM
$11.8M
VWOVANGUARD FTSE EMERGING MARKETS ETF
$9.6M
XLKTECHNOLOGY SELECT SECTOR SPDR FUND
$9.5M
VOVANGUARD MID-CAP INDEX FUND
$9.3M
NVDANVIDIA CORPORATION COM
$9.1M
VYMVANGUARD HIGH DIVIDEND YIELD ETF
$8.0M
USMVISHARES MSCI USA MIN VOL FACTOR ETF
$7.3M
IJJISHARES S&P MID-CAP 400 VALUE ETF
$7.1M
PYPLPAYPAL HLDGS INC COM
$7.1M
SPYSPDR S&P 500 ETF
$6.5M
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$5.1M
IVWISHARES S&P 500 GROWTH ETF
$4.8M
ATVIEURACTIVISION BLIZZARD INC COM
$4.7M
SCHESCHWAB EMERGING MARKETS EQUITY ETF
$4.6M
SHWSHERWIN WILLIAMS CO COM
$4.6M
BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND
$4.4M
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
$4.1M
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
$4.1M
GQ9SPDR GOLD SHARES
$3.9M
VUGVANGUARD GROWTH INDEX FUND
$3.9M
GOOGLALPHABET INC CAP STK CL A
$3.8M
VVISA INC COM CL A
$3.6M
IVEISHARES S&P 500 VALUE ETF
$3.5M
TSLATESLA INC COM
$3.2M
METAFACEBOOK INC CL A
$3.2M
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
$3.0M
EOGEOG RES INC COM
$3.0M
CALFPACER US SMALL CAP CASH COWS 100 ETF
$2.9M
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
$2.9M
STZCONSTELLATION BRANDS INC CL A
$2.9M
XOMEXXON MOBIL CORP COM
$2.9M
MPCMARATHON PETE CORP COM
$2.8M
EMBISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF
$2.8M
CVSCVS HEALTH CORP COM
$2.7M
SPGSIMON PPTY GROUP INC NEW COM
$2.7M
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND
$2.7M
ZMZOOM VIDEO COMMUNICATIONS INC CL A
$2.7M
SYKSTRYKER CORPORATION COM
$2.6M
GMGENERAL MTRS CO COM
$2.6M
HDHOME DEPOT INC COM
$2.6M
IVVISHARES CORE S&P 500 ETF
$2.6M
BHPBHP GROUP LTD SPONSORED ADS
$2.5M
TMUST-MOBILE US INC COM
$2.5M
EPDENTERPRISE PRODS PARTNERS L P COM
$2.5M
DEDEERE & CO COM
$2.4M
TTENTOTALENERGIES SE SPONSORED ADS
$2.4M
GSLCGOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF
$2.4M
EXPEEXPEDIA GROUP INC COM NEW
$2.4M
WSTWEST PHARMACEUTICAL SVSC INC COM
$2.4M
VLYVALLEY NATL BANCORP COM
$2.4M
NEENEXTERA ENERGY INC COM
$2.3M
VALEVALE S A SPONSORED ADS
$2.3M
TDTORONTO DOMINION BK ONT COM NEW
$2.3M
AQLTISHARES CORE MSCI EAFE ETF
$2.3M
BSVVANGUARD SHORT-TERM BOND INDEX FUND
$2.3M
RILYB. RILEY FINANCIAL INC COM
$2.3M
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
$2.2M
MBTGBPMOBILE TELESYSTEMS PJSC SPONSORED ADR
$2.2M
CRMSALESFORCE COM INC COM
$2.2M
DISDISNEY WALT CO COM
$2.2M
SBUXSTARBUCKS CORP COM
$2.2M
SPYMSPDR PORTFOLIO S&P 500 ETF
$2.1M
EVREVERCORE INC CLASS A
$2.1M
DHRDANAHER CORPORATION COM
$2.0M
SCHDSCHWAB US DIVIDEND EQUITY ETF
$2.0M
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF
$2.0M
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
$1.9M
GNRCGENERAC HLDGS INC COM
$1.8M
ADPAUTOMATIC DATA PROCESSING INC COM
$1.8M
MCHPMICROCHIP TECHNOLOGY INC. COM
$1.8M
XLVHEALTH CARE SELECT SECTOR SPDR FUND
$1.8M
QCOMQUALCOMM INC COM
$1.7M
BACVERIZON COMMUNICATIONS INC COM
$1.7M
ACNACCENTURE PLC IRELAND SHS CLASS A
$1.7M
ABTABBOTT LABS COM
$1.7M
VTVVANGUARD VALUE INDEX FUND
$1.7M
WMTWALMART INC COM
$1.7M
ARKTARK NEXT GENERATION INTERNET ETF
$1.7M
CITCINTAS CORP COM
$1.7M
VBVANGUARD SMALL-CAP INDEX FUND
$1.7M
HDVISHARES CORE HIGH DIVIDEND ETF
$1.7M
TROWPRICE T ROWE GROUP INC COM
$1.6M
JNJJOHNSON & JOHNSON COM
$1.6M
AMTAMERICAN TOWER CORP NEW COM
$1.6M
YETIYETI HLDGS INC COM
$1.6M
FTCSFIRST TRUST CAPITAL STRENGTH ETF
$1.6M
LOWLOWES COS INC COM
$1.6M
XLFFINANCIAL SELECT SECTOR SPDR FUND
$1.5M
NDAQNASDAQ INC COM
$1.5M
SCHXSCHWAB U.S. LARGE-CAP ETF
$1.5M
OKEONEOK INC NEW COM
$1.5M
BBYBEST BUY INC COM
$1.5M
UNHUNITEDHEALTH GROUP INC COM
$1.5M
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