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 |
|---|---|---|---|---|---|
| 401 | PSAPUBLIC STORAGE OPER CO COM | 2,122 | $622.6M | 0.04% | |
| 402 | AIQGLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | 14,205 | $620.6M | 0.04% | |
| 403 | APHAMPHENOL CORP NEW CL A | 6,280 | $620.1M | 0.04% | |
| 404 | EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF | 9,795 | $618.5M | 0.04% | |
| 405 | GSGOLDMAN SACHS GROUP INC COM | 866 | $613.0M | 0.04% | |
| 406 | VOEVANGUARD MID-CAP VALUE ETF | 3,724 | $612.5M | 0.04% | |
| 407 | MAINMAIN STR CAP CORP COM | 10,323 | $610.1M | 0.04% | |
| 408 | HONHONEYWELL INTL INC COM | 2,582 | $601.4M | 0.04% | |
| 409 | FICSFIRST TRUST INTERNATIONAL DEVELOPED CAPITAL STRENGTH ETF | 15,210 | $598.6M | 0.04% | |
| 410 | KOCTINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBER | 19,560 | $596.6M | 0.04% | |
| 411 | RWJINVESCO S&P SMALLCAP 600 REVENUE ETF | 13,674 | $591.9M | 0.04% | |
| 412 | TPRTAPESTRY INC COM | 6,732 | $591.1M | 0.04% | |
| 413 | GRIDFIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | 4,242 | $589.8M | 0.04% | |
| 414 | SHOPSHOPIFY INC CL A SUB VTG SHS | 5,103 | $588.6M | 0.04% | |
| 415 | FIWFIRST TRUST WATER ETF | 5,432 | $586.6M | 0.04% | |
| 416 | KAPRINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL | 18,061 | $584.9M | 0.04% | |
| 417 | RMBS*RAMBUS INC DEL COM | 9,087 | $581.8M | 0.04% | |
| 418 | BCXBLACKROCK RES & COMMODITIES ST SHS | 61,079 | $577.2M | 0.04% | |
| 419 | TMUST-MOBILE US INC COM | 2,422 | $577.1M | 0.04% | |
| 420 | MOALTRIA GROUP INC COM | 9,824 | $576.0M | 0.04% | |
| 421 | INTUINTUIT COM | 725 | $571.0M | 0.04% | |
| 422 | LNTALLIANT ENERGY CORP COM | 9,439 | $570.8M | 0.04% | |
| 423 | SMHVANECK SEMICONDUCTOR ETF | 2,046 | $570.6M | 0.04% | |
| 424 | JRINUVEEN REAL ASSET INCOME & GRO COM | 42,006 | $567.1M | 0.04% | |
| 425 | UTGREAVES UTIL INCOME FD COM SH BEN INT | 15,575 | $563.5M | 0.04% | |
| 426 | NAKNORTHERN DYNASTY MINERALS LTD COM NEW | 418,300 | $560.5M | 0.04% | |
| 427 | FYXFIRST TRUST SMALL CAP CORE ALPHADEX FUND | 5,760 | $560.3M | 0.04% | |
| 428 | DRIDARDEN RESTAURANTS INC COM | 2,568 | $559.8M | 0.04% | |
| 429 | MRVLMARVELL TECHNOLOGY INC COM | 7,220 | $558.9M | 0.04% | |
| 430 | PHOINVESCO WATER RESOURCES ETF | 7,969 | $557.1M | 0.04% | |
| 431 | KNGZFIRST TRUST S&P 500 DIVERSIFIED DIVIDEND ARISTOCRATS ETF | 16,520 | $555.4M | 0.04% | |
| 432 | KMBKIMBERLY-CLARK CORP COM | 4,296 | $554.0M | 0.04% | |
| 433 | FLXSFLEXSTEEL INDS INC COM | 15,316 | $551.8M | 0.04% | |
| 434 | PAPRINNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL | 14,627 | $545.4M | 0.04% | |
| 435 | BLOKAMPLIFY TRANSFORMATIONAL DATA SHARING ETF | 9,453 | $539.9M | 0.04% | |
| 436 | NXDTNEXPOINT DIVERSIFIED REL ET TR COM NEW | 127,709 | $535.1M | 0.04% | |
| 437 | DTDYNATRACE INC COM NEW | 9,692 | $535.1M | 0.04% | |
| 438 | EFAISHARES MSCI EAFE ETF | 5,962 | $533.0M | 0.04% | |
| 439 | SDVDFT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | 25,919 | $531.6M | 0.04% | |
| 440 | HQHABRDN HEALTHCARE INVESTORS SH BEN INT | 34,236 | $530.3M | 0.04% | |
| 441 | BSXBOSTON SCIENTIFIC CORP COM | 4,905 | $526.8M | 0.04% | |
| 442 | RPVINVESCO S&P 500 PURE VALUE ETF | 5,619 | $526.8M | 0.04% | |
| 443 | CGBLCAPITAL GROUP CORE BALANCED ETF | 15,490 | $518.0M | 0.04% | |
| 444 | HTDHANCOCK JOHN TAX-ADVANTAGED DI COM | 22,090 | $516.7M | 0.04% | |
| 445 | BSCSINVESCO BULLETSHARES 2028 CORPORATE BOND ETF | 25,194 | $516.2M | 0.04% | |
| 446 | AVTAVNET INC COM | 9,679 | $513.8M | 0.04% | |
| 447 | AVEMAVANTIS EMERGING MARKETS EQUITY ETF | 7,452 | $510.8M | 0.04% | |
| 448 | AVDVAVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 6,421 | $509.1M | 0.03% | |
| 449 | BSCPINVESCO BULLETSHARES 2025 CORPORATE BOND ETF | 24,524 | $507.2M | 0.03% | |
| 450 | IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 6,591 | $501.2M | 0.03% | |
| 451 | QQQINEOS NASDAQ 100 HIGH INCOME ETF | 9,574 | $497.9M | 0.03% | |
| 452 | JANTALLIANZIM U.S. LARGE CAP BUFFER10 JAN ETF | 13,128 | $496.0M | 0.03% | |
| 453 | DDOMINION ENERGY INC COM | 8,757 | $495.0M | 0.03% | |
| 454 | IAPRINNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - APRIL | 16,925 | $494.9M | 0.03% | |
| 455 | T7DTRANSDIGM GROUP INC COM | 325 | $494.2M | 0.03% | |
| 456 | ISRGINTUITIVE SURGICAL INC COM NEW | 900 | $489.1M | 0.03% | |
| 457 | COINCOINBASE GLOBAL INC COM CL A | 1,394 | $488.6M | 0.03% | |
| 458 | INTCINTEL CORP COM | 21,763 | $487.5M | 0.03% | |
| 459 | IJULINNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY | 15,250 | $487.1M | 0.03% | |
| 460 | SOXXISHARES SEMICONDUCTOR ETF | 2,032 | $485.0M | 0.03% | |
| 461 | EAPRINNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL | 17,265 | $483.1M | 0.03% | |
| 462 | KKRKKR & CO INC COM | 3,616 | $481.1M | 0.03% | |
| 463 | BSCRINVESCO BULLETSHARES 2027 CORPORATE BOND ETF | 24,373 | $478.9M | 0.03% | |
| 464 | ICSHISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | 9,435 | $478.5M | 0.03% | |
| 465 | GENGEN DIGITAL INC COM | 16,172 | $475.5M | 0.03% | |
| 466 | VODVODAFONE GROUP PLC NEW SPONSORED ADR | 44,576 | $475.2M | 0.03% | |
| 467 | PWBINVESCO LARGE CAP GROWTH ETF | 4,031 | $473.4M | 0.03% | |
| 468 | QDPLPACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF | 11,978 | $472.7M | 0.03% | |
| 469 | HIGHARTFORD INSURANCE GROUP INC COM | 3,721 | $472.1M | 0.03% | |
| 470 | ROKROCKWELL AUTOMATION INC COM | 1,417 | $470.8M | 0.03% | |
| 471 | JCIJOHNSON CTLS INTL PLC SHS | 4,429 | $467.8M | 0.03% | |
| 472 | IQDGWISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND | 11,716 | $464.4M | 0.03% | |
| 473 | TDIVFIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | 5,061 | $456.4M | 0.03% | |
| 474 | CSLCARLISLE COS INC COM | 1,222 | $456.3M | 0.03% | |
| 475 | ECLECOLAB INC COM | 1,691 | $455.7M | 0.03% | |
| 476 | XBOEXBLACKROCK ENHANCED GLOBAL DIVI COM | 40,130 | $455.5M | 0.03% | |
| 477 | VRTVERTIV HOLDINGS CO COM CL A | 3,545 | $455.3M | 0.03% | |
| 478 | PNCPNC FINL SVCS GROUP INC COM | 2,428 | $452.6M | 0.03% | |
| 479 | APOAPOLLO GLOBAL MGMT INC COM | 3,178 | $450.9M | 0.03% | |
| 480 | UPSUNITED PARCEL SERVICE INC CL B | 4,467 | $450.9M | 0.03% | |
| 481 | IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 8,458 | $450.8M | 0.03% | |
| 482 | AUSFGLOBAL X ADAPTIVE U.S. FACTOR ETF | 10,029 | $448.3M | 0.03% | |
| 483 | VTVANGUARD TOTAL WORLD STOCK ETF | 3,480 | $447.3M | 0.03% | |
| 484 | BSCQINVESCO BULLETSHARES 2026 CORPORATE BOND ETF | 22,852 | $446.1M | 0.03% | |
| 485 | MCKMCKESSON CORP COM | 603 | $441.9M | 0.03% | |
| 486 | PPGPPG INDS INC COM | 3,839 | $436.7M | 0.03% | |
| 487 | QBTSD-WAVE QUANTUM INC COM | 29,741 | $435.4M | 0.03% | |
| 488 | DIAXNUVEEN DOW 30 DYNMC OVERWRT FD SHS | 30,249 | $433.8M | 0.03% | |
| 489 | PTLINSPIRE 500 ETF | 1,877 | $430.4M | 0.03% | |
| 490 | GJANFT VEST U.S. EQUITY MODERATE BUFFER ETF - JAN | 10,540 | $421.3M | 0.03% | |
| 491 | GISGENERAL MLS INC COM | 8,124 | $420.9M | 0.03% | |
| 492 | TIPISHARES TIPS BOND ETF | 3,813 | $419.7M | 0.03% | |
| 493 | FTQIFIRST TRUST NASDAQ BUYWRITE INCOME ETF | 21,283 | $416.3M | 0.03% | |
| 494 | AXPAMERICAN EXPRESS CO COM | 1,303 | $415.8M | 0.03% | |
| 495 | MGNRAMERICAN BEACON GLG NATURAL RESOURCES ETF | 12,500 | $415.3M | 0.03% | |
| 496 | CSQCALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT | 22,615 | $412.5M | 0.03% | |
| 497 | SDOGALPS SECTOR DIVIDEND DOGS ETF | 7,165 | $411.9M | 0.03% | |
| 498 | AROCARCHROCK INC COM | 16,530 | $410.4M | 0.03% | |
| 499 | CALMCAL MAINE FOODS INC COM NEW | 4,113 | $409.8M | 0.03% | |
| 500 | OWLBLUE OWL CAPITAL INC COM CL A | 21,048 | $404.3M | 0.03% |