NATIONS FINANCIAL GROUP INC, /IA/ /ADV Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$690.9B
Holdings
530
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (530 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC COM | $22.5M |
IJHISHARES CORE S&P MID-CAP ETF | $18.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $17.4M |
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | $15.7M |
IWVISHARES RUSSELL 3000 ETF | $14.8M |
IVVISHARES CORE S&P 500 ETF | $14.4M |
IJRISHARES CORE S&P SMALL CAP ETF | $12.3M |
MSFTMICROSOFT CORP COM | $11.8M |
VOVANGUARD MID-CAP ETF | $10.5M |
XOMEXXON MOBIL CORP COM | $10.3M |
NDQINVESCO QQQ TRUST | $10.1M |
XLKTECHNOLOGY SELECT SECTOR SPDR FUND | $8.8M |
SPYSPDR S&P 500 ETF TRUST | $8.1M |
IJJISHARES S&P MID-CAP 400 VALUE ETF | $8.1M |
AMZNAMAZON COM INC COM | $7.7M |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $7.2M |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $7.1M |
VTVVANGUARD VALUE ETF | $6.1M |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $5.5M |
IVWISHARES S&P 500 GROWTH ETF | $5.4M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $5.2M |
MRKMERCK & CO INC COM | $5.1M |
GQ9SPDR GOLD SHARES | $5.0M |
BONDPIMCO ACTIVE BOND ETF | $4.7M |
EPDENTERPRISE PRODS PARTNERS L P COM | $4.7M |
VUGVANGUARD GROWTH ETF | $4.4M |
TSLATESLA INC COM | $4.3M |
TIPISHARES TIPS BOND ETF | $4.3M |
PFEPFIZER INC COM | $4.2M |
HFROHIGHLAND INCOME FD HIGHLAND INCOME | $4.0M |
SCHESCHWAB EMERGING MARKETS EQUITY ETF | $3.7M |
NXDTNEXPOINT DIVERSIFIED REL ET TR COM NEW | $3.7M |
RSPINVESCO S&P 500 EQUAL WEIGHT ETF | $3.7M |
NVDANVIDIA CORPORATION COM | $3.6M |
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $3.5M |
FTSLFIRST TRUST SENIOR LOAN FUND | $3.5M |
VTIVANGUARD TOTAL STOCK MARKET ETF | $3.5M |
VVISA INC COM CL A | $3.4M |
ETENERGY TRANSFER L P COM UT LTD PTN | $3.4M |
SLVISHARES SILVER TRUST | $3.3M |
GOOGLALPHABET INC CAP STK CL A | $3.3M |
JNJJOHNSON & JOHNSON COM | $3.3M |
IEMGISHARES CORE MSCI EMERGING MARKETS ETF | $3.3M |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $3.3M |
COSTCOSTCO WHSL CORP NEW COM | $3.2M |
CVXCHEVRON CORP NEW COM | $3.1M |
XLFICONSUMER STAPLES SELECT SECTOR SPDR FUND | $3.1M |
XLEENERGY SELECT SECTOR SPDR FUND | $3.1M |
ADMARCHER DANIELS MIDLAND CO COM | $3.1M |
JPSTJPMORGAN ULTRA-SHORT INCOME ETF | $3.0M |
CCOCAMECO CORP COM | $2.8M |
VOEVANGUARD MID-CAP VALUE ETF | $2.8M |
SHYISHARES 1-3 YEAR TREASURY BOND ETF | $2.8M |
CVSCVS HEALTH CORP COM | $2.7M |
ADPAUTOMATIC DATA PROCESSING INC COM | $2.7M |
HDHOME DEPOT INC COM | $2.7M |
CALFPACER US SMALL CAP CASH COWS 100 ETF | $2.7M |
UTGREAVES UTIL INCOME FD COM SH BEN INT | $2.7M |
QCOMQUALCOMM INC COM | $2.6M |
IVEISHARES S&P 500 VALUE ETF | $2.6M |
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $2.5M |
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $2.5M |
FTCSFIRST TRUST CAPITAL STRENGTH ETF | $2.5M |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $2.4M |
LUMNLUMEN TECHNOLOGIES INC COM | $2.4M |
RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $2.4M |
KTKT CORP SPONSORED ADR | $2.4M |
FINSANGEL OAK FINL STRATEGIES INCM COM BEN INT | $2.3M |
WMTWALMART INC COM | $2.3M |
XLVHEALTH CARE SELECT SECTOR SPDR FUND | $2.3M |
DEDEERE & CO COM | $2.3M |
BACVERIZON COMMUNICATIONS INC COM | $2.2M |
PGPROCTER AND GAMBLE CO COM | $2.2M |
AQLTISHARES CORE MSCI EAFE ETF | $2.2M |
OXYOCCIDENTAL PETE CORP COM | $2.1M |
GSLCGOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF | $2.1M |
NOCNORTHROP GRUMMAN CORP COM | $2.1M |
JPMJPMORGAN CHASE & CO COM | $2.1M |
LOWLOWES COS INC COM | $2.1M |
ABBVABBVIE INC COM | $2.0M |
ACNACCENTURE PLC IRELAND SHS CLASS A | $2.0M |
CITCINTAS CORP COM | $2.0M |
UNHUNITEDHEALTH GROUP INC COM | $1.9M |
OKEONEOK INC NEW COM | $1.9M |
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | $1.9M |
SAVESPIRIT AIRLS INC COM | $1.9M |
ATVIEURACTIVISION BLIZZARD INC COM | $1.9M |
ILCVISHARES MORNINGSTAR VALUE ETF | $1.9M |
METAMETA PLATFORMS INC CL A | $1.9M |
BSVVANGUARD SHORT-TERM BOND ETF | $1.9M |
NUENUCOR CORP COM | $1.9M |
PBRPETROLEO BRASILEIRO SA PETROBR SPONSORED ADR | $1.8M |
ICSHBLACKROCK ULTRA SHORT-TERM BOND ETF | $1.8M |
VBVANGUARD SMALL-CAP ETF | $1.8M |
INTCINTEL CORP COM | $1.8M |
A4SAMERIPRISE FINL INC COM | $1.7M |
HDVISHARES CORE HIGH DIVIDEND ETF | $1.7M |
BRWTEMPLETON GLOBAL INCOME FD COM | $1.7M |
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF | $1.7M |
KOCOCA COLA CO COM | $1.7M |
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