NATIONS FINANCIAL GROUP INC, /IA/ /ADV Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$1.5T
Holdings
678
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (678 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | MRKMERCK & CO INC COM | 21,336 | $1.7B | 0.12% | |
| 202 | BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 18,224 | $1.7B | 0.11% | |
| 203 | IUSGISHARES CORE S&P U.S. GROWTH ETF | 11,104 | $1.7B | 0.11% | |
| 204 | SIISPROTT INC COM NEW | 24,000 | $1.7B | 0.11% | |
| 205 | UJULINNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JULY | 45,032 | $1.7B | 0.11% | |
| 206 | DC4DEXCOM INC COM | 18,965 | $1.7B | 0.11% | |
| 207 | PSEPINNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER | 40,405 | $1.7B | 0.11% | |
| 208 | CGUSCAPITAL GROUP CORE EQUITY ETF | 44,621 | $1.6B | 0.11% | |
| 209 | IWOISHARES RUSSELL 2000 GROWTH ETF | 5,764 | $1.6B | 0.11% | |
| 210 | IJTISHARES S&P SMALL-CAP 600 GROWTH ETF | 12,334 | $1.6B | 0.11% | |
| 211 | BABOEING CO COM | 7,718 | $1.6B | 0.11% | |
| 212 | PDECINNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER | 40,229 | $1.6B | 0.11% | |
| 213 | BBUSJPMORGAN BETABUILDERS U.S. EQUITY ETF | 14,381 | $1.6B | 0.11% | |
| 214 | IWDISHARES RUSSELL 1000 VALUE ETF | 8,272 | $1.6B | 0.11% | |
| 215 | ZTSZOETIS INC CL A | 10,200 | $1.6B | 0.11% | |
| 216 | JQUAJPMORGAN U.S. QUALITY FACTOR ETF | 26,244 | $1.6B | 0.11% | |
| 217 | WMBWILLIAMS COS INC COM | 24,908 | $1.6B | 0.11% | |
| 218 | SPGIS&P GLOBAL INC COM | 2,939 | $1.5B | 0.11% | |
| 219 | PJUNINNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE | 37,875 | $1.5B | 0.10% | |
| 220 | XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND | 13,671 | $1.5B | 0.10% | |
| 221 | WMWASTE MGMT INC DEL COM | 6,442 | $1.5B | 0.10% | |
| 222 | VBRVANGUARD SMALL CAP VALUE ETF | 7,548 | $1.5B | 0.10% | |
| 223 | FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 59,829 | $1.5B | 0.10% | |
| 224 | XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | 6,715 | $1.5B | 0.10% | |
| 225 | WECWEC ENERGY GROUP INC COM | 13,956 | $1.5B | 0.10% | |
| 226 | DISDISNEY WALT CO COM | 11,663 | $1.4B | 0.10% | |
| 227 | BNDVANGUARD TOTAL BOND MARKET ETF | 19,572 | $1.4B | 0.10% | |
| 228 | SYKSTRYKER CORPORATION COM | 3,642 | $1.4B | 0.10% | |
| 229 | FPEIFIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | 75,478 | $1.4B | 0.10% | |
| 230 | EMOCLEARBRIDGE ENERGY MIDSTRM OPP COM | 29,836 | $1.4B | 0.10% | |
| 231 | BJUNINNOVATOR U.S. EQUITY BUFFER ETF - JUNE | 32,258 | $1.4B | 0.10% | |
| 232 | GWWGRAINGER W W INC COM | 1,350 | $1.4B | 0.10% | |
| 233 | CGIECAPITAL GROUP INTERNATIONAL EQUITY ETF | 42,550 | $1.4B | 0.10% | |
| 234 | TAT&T INC COM | 47,911 | $1.4B | 0.10% | |
| 235 | PJULINNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | 31,606 | $1.4B | 0.10% | |
| 236 | LMBSFIRST TRUST LOW DURATION OPPORTUNITIES ETF | 27,759 | $1.4B | 0.09% | |
| 237 | MGMTBALLAST SMALL/MID CAP ETF | 34,250 | $1.4B | 0.09% | |
| 238 | IHDGWISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | 29,657 | $1.3B | 0.09% | |
| 239 | PAUGINNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST | 32,771 | $1.3B | 0.09% | |
| 240 | DDTOINNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY | 34,531 | $1.3B | 0.09% | |
| 241 | IGEISHARES NORTH AMERICAN NATURAL RESOURCES ETF | 29,125 | $1.3B | 0.09% | |
| 242 | ETNEATON CORP PLC SHS | 3,604 | $1.3B | 0.09% | |
| 243 | URIUNITED RENTALS INC COM | 1,701 | $1.3B | 0.09% | |
| 244 | FDLFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | 30,473 | $1.3B | 0.09% | |
| 245 | EVREVERCORE INC CLASS A | 4,712 | $1.3B | 0.09% | |
| 246 | JGROJPMORGAN ACTIVE GROWTH ETF | 14,586 | $1.3B | 0.09% | |
| 247 | XLFICONSUMER STAPLES SELECT SECTOR SPDR FUND | 15,463 | $1.3B | 0.09% | |
| 248 | FANGDIAMONDBACK ENERGY INC COM | 9,095 | $1.2B | 0.09% | |
| 249 | IWFISHARES RUSSELL 1000 GROWTH ETF | 2,896 | $1.2B | 0.08% | |
| 250 | WRBBERKLEY W R CORP COM | 16,617 | $1.2B | 0.08% | |
| 251 | BACBANK AMERICA CORP COM | 25,666 | $1.2B | 0.08% | |
| 252 | ISCBISHARES MORNINGSTAR SMALL-CAP ETF | 20,838 | $1.2B | 0.08% | |
| 253 | TWLOTWILIO INC CL A | 9,724 | $1.2B | 0.08% | |
| 254 | DGTSPDR GLOBAL DOW ETF | 7,924 | $1.2B | 0.08% | |
| 255 | CVSCVS HEALTH CORP COM | 17,154 | $1.2B | 0.08% | |
| 256 | VBVANGUARD SMALL-CAP ETF | 4,943 | $1.2B | 0.08% | |
| 257 | PEOADAM NAT RES FD INC COM | 54,807 | $1.2B | 0.08% | |
| 258 | AZOAUTOZONE INC COM | 315 | $1.2B | 0.08% | |
| 259 | FDXFEDEX CORP COM | 5,131 | $1.2B | 0.08% | |
| 260 | FBNDFIDELITY TOTAL BOND ETF | 25,376 | $1.2B | 0.08% | |
| 261 | QCOMQUALCOMM INC COM | 7,234 | $1.2B | 0.08% | |
| 262 | FTLSFIRST TRUST LONG/SHORT EQUITY ETF | 17,268 | $1.1B | 0.08% | |
| 263 | CITHE CIGNA GROUP COM | 3,424 | $1.1B | 0.08% | |
| 264 | SEIXVIRTUS SEIX SENIOR LOAN ETF | 47,930 | $1.1B | 0.08% | |
| 265 | URNMSPROTT URANIUM MINERS ETF | 23,523 | $1.1B | 0.08% | |
| 266 | MTGMGIC INVT CORP WIS COM | 40,478 | $1.1B | 0.08% | |
| 267 | JNKSPDR BLOOMBERG HIGH YIELD BOND ETF | 11,495 | $1.1B | 0.08% | |
| 268 | QUALISHARES MSCI USA QUALITY FACTOR ETF | 6,034 | $1.1B | 0.08% | |
| 269 | XPNDFIRST TRUST EXPANDED TECHNOLOGY ETF | 32,463 | $1.1B | 0.08% | |
| 270 | DYHTARGET CORP COM | 11,050 | $1.1B | 0.07% | |
| 271 | WFCWELLS FARGO CO NEW COM | 13,520 | $1.1B | 0.07% | |
| 272 | REGLPROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | 13,272 | $1.1B | 0.07% | |
| 273 | RIVRIVERNORTH OPPORTUNITIES FD IN COM | 88,088 | $1.1B | 0.07% | |
| 274 | GDXJVANECK JUNIOR GOLD MINERS ETF | 15,691 | $1.1B | 0.07% | |
| 275 | RSGREPUBLIC SVCS INC COM | 4,296 | $1.1B | 0.07% | |
| 276 | COPCONOCOPHILLIPS COM | 11,782 | $1.1B | 0.07% | |
| 277 | BUFRFT VEST LADDERED BUFFER ETF | 33,033 | $1.1B | 0.07% | |
| 278 | FNFABRINET SHS | 3,564 | $1.1B | 0.07% | |
| 279 | MMM3M CO COM | 6,828 | $1.0B | 0.07% | |
| 280 | FEGEFIRST EAGLE GLOBAL EQUITY ETF | 25,750 | $1.0B | 0.07% | |
| 281 | ANETARISTA NETWORKS INC COM SHS | 10,107 | $1.0B | 0.07% | |
| 282 | STLDSTEEL DYNAMICS INC COM | 8,059 | $1.0B | 0.07% | |
| 283 | CLCOLGATE PALMOLIVE CO COM | 11,264 | $1.0B | 0.07% | |
| 284 | AWGASBURY AUTOMOTIVE GROUP INC COM | 4,289 | $1.0B | 0.07% | |
| 285 | MLB1MERCADOLIBRE INC COM | 390 | $1.0B | 0.07% | |
| 286 | IJKISHARES S&P MID-CAP 400 GROWTH ETF | 11,154 | $1.0B | 0.07% | |
| 287 | JLSNUVEEN MORTGAGE AND INCOME FD COM | 53,178 | $996.6M | 0.07% | |
| 288 | XPEVXPENG INC ADS | 55,722 | $996.3M | 0.07% | |
| 289 | IHIISHARES U.S. MEDICAL DEVICES ETF | 15,851 | $993.0M | 0.07% | |
| 290 | ARDCARES DYNAMIC CR ALLOCATION FD COM | 69,700 | $991.1M | 0.07% | |
| 291 | PHPARKER-HANNIFIN CORP COM | 1,419 | $991.1M | 0.07% | |
| 292 | VHTVANGUARD HEALTH CARE ETF | 3,988 | $990.5M | 0.07% | |
| 293 | SMDVPROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF | 15,189 | $988.2M | 0.07% | |
| 294 | MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | 9,753 | $980.5M | 0.07% | |
| 295 | XYZBLOCK INC CL A | 14,427 | $980.0M | 0.07% | |
| 296 | FFORD MTR CO COM | 90,258 | $979.3M | 0.07% | |
| 297 | AMATAPPLIED MATLS INC COM | 5,327 | $975.3M | 0.07% | |
| 298 | PLMRPALOMAR HLDGS INC COM | 6,254 | $964.7M | 0.07% | |
| 299 | CGXUCAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | 34,961 | $948.5M | 0.07% | |
| 300 | VLOVALERO ENERGY CORP COM | 7,037 | $946.0M | 0.07% |