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)

StockValue
DFEBFT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY
$247K
VEEVVEEVA SYS INC CL A COM
$245K
TARSTARSUS PHARMACEUTICALS INC COM
$243K
PLDPROLOGIS INC. COM
$241K
EENI S P A SPONSORED ADR
$239K
JCPIJPMORGAN INFLATION MANAGED BOND ETF
$238K
GLWCORNING INC COM
$237K
PEJINVESCO LEISURE AND ENTERTAINMENT ETF
$235K
MDLZMONDELEZ INTL INC CL A
$235K
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
$234K
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF
$234K
IBUYAMPLIFY ONLINE RETAIL ETF
$233K
FXHFIRST TRUST HEALTH CARE ALPHADEX FUND
$233K
FNVFRANCO NEV CORP COM
$232K
LVLNSPDR S&P REGIONAL BANKING ETF
$230K
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
$228K
RHRH COM
$227K
MUMICRON TECHNOLOGY INC COM
$227K
PMARINNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH
$225K
TMOTHERMO FISHER SCIENTIFIC INC COM
$225K
MAMASTERCARD INCORPORATED CL A
$225K
EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
$224K
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$223K
XYLXYLEM INC COM
$222K
IRMIRON MTN INC DEL COM
$221K
WTRGESSENTIAL UTILS INC COM
$221K
FLQLFRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF
$221K
IBDINSPIRE CORPORATE BOND ETF
$220K
ASMLASML HOLDING N V N Y REGISTRY SHS
$220K
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
$219K
VFHVANGUARD FINANCIALS ETF
$218K
DHSWISDOMTREE U.S. HIGH DIVIDEND FUND
$215K
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF
$214K
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF
$214K
STEWSRH TOTAL RETURN FUND INC COM
$212K
EDOWFIRST TRUST DOW 30 EQUAL WEIGHT ETF
$212K
DWASINVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF
$211K
SHELSHELL PLC SPON ADS
$210K
WWJDINSPIRE INTERNATIONAL ETF
$210K
INDAISHARES MSCI INDIA ETF
$209K
USBUS BANCORP DEL COM NEW
$208K
MPBMID PENN BANCORP INC COM
$208K
ROSTROSS STORES INC COM
$204K
CPCANADIAN PACIFIC KANSAS CITY COM
$204K
CORZWCORE SCIENTIFIC INC NEW WT EXP 012327
$204K
BSCTINVESCO BULLETSHARES 2029 CORPORATE BOND ETF
$203K
JFRNUVEEN FLOATING RATE INCOME FD COM
$203K
SLBSCHLUMBERGER LTD COM STK
$201K
DOWDOW INC COM
$201K
DGROISHARES CORE DIVIDEND GROWTH ETF
$200K
THQABRDN HEALTHCARE OPPORTUNITIES SHS
$199K
BSCUINVESCO BULLETSHARES 2030 CORPORATE BOND ETF
$191K
LEOBNY MELLON STRATEGIC MUNS INC COM
$190K
SABASABA CAPITAL INCOME & OPPORTUN COM NEW
$189K
MHDBLACKROCK MUNIHOLDINGS FD INC COM
$184K
FCTFIRST TR SR FLTG RATE INCOME F COM
$183K
BDJBLACKROCK ENHANCED EQUITY DIVI COM
$168K
RQICOHEN & STEERS QUALITY INCOME COM
$167K
NXPNUVEEN SELECT TAX-FREE INCOME SH BEN INT
$160K
XWIAXWESTERN ASST INFLTN LKD INM FD COM SH BEN INT
$157K
XNEAXNUVEEN AMT FREE QLTY MUN INCME COM
$145K
LUNRINTUITIVE MACHINES INC CLASS A COM
$142K
BGBBLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN
$142K
HQLABRDN LIFE SCIENCES INVESTORS SH BEN INT
$137K
XAODXABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT
$132K
PATHUIPATH INC CL A
$131K
DNPDNP SELECT INCOME FD INC COM
$130K
WIWWESTERN AST INFL LKD OPP & INM COM
$124K
AYS1SANDSTORM GOLD LTD COM NEW
$118K
XBGYXBLACKROCK ENHANCED INTL DIV TR COM BENE INTER
$110K
NIMNUVEEN SELECT MAT MUN FD SH BEN INT
$97K
NVCTNUVECTIS PHARMA INC COM
$97K
IGRCBRE GBL REAL ESTATE INC FD COM
$76K
ANIXANIXA BIOSCIENCES INC COM
$74K
VNDAVANDA PHARMACEUTICALS INC COM
$68K
VVRINVESCO SR INCOME TR COM
$52K
SLQTSELECTQUOTE INC COM
$32K
PLUNPLUG POWER INC COM NEW
$27K
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