NATIONS FINANCIAL GROUP INC, /IA/ /ADV Q4 2022 Filing
Filed February 7, 2023
Portfolio Value
$891.0B
Holdings
596
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (596 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC COM | $25 |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $24 |
IJHISHARES CORE S&P MID-CAP ETF | $20 |
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | $19 |
MSFTMICROSOFT CORP COM | $19 |
IWVISHARES RUSSELL 3000 ETF | $15 |
XOMEXXON MOBIL CORP COM | $13 |
VOVANGUARD MID-CAP ETF | $12 |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $11 |
IJRISHARES CORE S&P SMALL CAP ETF | $10 |
XLKTECHNOLOGY SELECT SECTOR SPDR FUND | $9 |
SPYSPDR S&P 500 ETF TRUST | $9 |
NDQINVESCO QQQ TRUST | $9 |
CVXCHEVRON CORP NEW COM | $8 |
IJJISHARES S&P MID-CAP 400 VALUE ETF | $8 |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $7 |
VTVVANGUARD VALUE ETF | $7 |
MRKMERCK & CO INC COM | $7 |
VOOVANGUARD S&P 500 ETF | $7 |
JPMJPMORGAN CHASE & CO COM | $7 |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $7 |
VVISA INC COM CL A | $6 |
JNJJOHNSON & JOHNSON COM | $6 |
IVWISHARES S&P 500 GROWTH ETF | $5 |
PFEPFIZER INC COM | $5 |
ADPAUTOMATIC DATA PROCESSING INC COM | $5 |
UNHUNITEDHEALTH GROUP INC COM | $5 |
AMZNAMAZON COM INC COM | $5 |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $5 |
BONDPIMCO ACTIVE BOND ETF | $4 |
HFROHIGHLAND INCOME FD HIGHLAND INCOME | $4 |
GOOGLALPHABET INC CAP STK CL A | $4 |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $4 |
NVDANVIDIA CORPORATION COM | $4 |
RSPINVESCO S&P 500 EQUAL WEIGHT ETF | $4 |
EPDENTERPRISE PRODS PARTNERS L P COM | $4 |
GDGENERAL DYNAMICS CORP COM | $4 |
VUGVANGUARD GROWTH ETF | $4 |
COSTCOSTCO WHSL CORP NEW COM | $4 |
PGPROCTER AND GAMBLE CO COM | $4 |
GQ9SPDR GOLD SHARES | $4 |
SLVISHARES SILVER TRUST | $4 |
VTIVANGUARD TOTAL STOCK MARKET ETF | $4 |
SHYISHARES 1-3 YEAR TREASURY BOND ETF | $4 |
IVVISHARES CORE S&P 500 ETF | $3 |
PSXPHILLIPS 66 COM | $3 |
ABTABBOTT LABS COM | $3 |
SCHESCHWAB EMERGING MARKETS EQUITY ETF | $3 |
AMGNAMGEN INC COM | $3 |
WMTWALMART INC COM | $3 |
HDHOME DEPOT INC COM | $3 |
LOWLOWES COS INC COM | $3 |
ACNACCENTURE PLC IRELAND SHS CLASS A | $3 |
ETENERGY TRANSFER L P COM UT LTD PTN | $3 |
JPSTJPMORGAN ULTRA-SHORT INCOME ETF | $3 |
NXDTNEXPOINT DIVERSIFIED REL ET TR COM NEW | $3 |
NEENEXTERA ENERGY INC COM | $3 |
XLFICONSUMER STAPLES SELECT SECTOR SPDR FUND | $3 |
XLEENERGY SELECT SECTOR SPDR FUND | $3 |
VOEVANGUARD MID-CAP VALUE ETF | $3 |
ADMARCHER DANIELS MIDLAND CO COM | $3 |
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $3 |
FTSLFIRST TRUST SENIOR LOAN FUND | $3 |
PEPPEPSICO INC COM | $3 |
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $3 |
TIPISHARES TIPS BOND ETF | $3 |
IEMGISHARES CORE MSCI EMERGING MARKETS ETF | $3 |
AVGOBROADCOM INC COM | $2 |
LHXL3HARRIS TECHNOLOGIES INC COM | $2 |
IVEISHARES S&P 500 VALUE ETF | $2 |
AQLTISHARES CORE MSCI EAFE ETF | $2 |
KTKT CORP SPONSORED ADR | $2 |
ITWILLINOIS TOOL WKS INC COM | $2 |
KLACKLA CORP COM NEW | $2 |
SBUXSTARBUCKS CORP COM | $2 |
KOCOCA COLA CO COM | $2 |
OXYOCCIDENTAL PETE CORP COM | $2 |
A4SAMERIPRISE FINL INC COM | $2 |
PBRPETROLEO BRASILEIRO SA PETROBR SPONSORED ADR | $2 |
ABBVABBVIE INC COM | $2 |
ICSHBLACKROCK ULTRA SHORT-TERM BOND ETF | $2 |
CCOCAMECO CORP COM | $2 |
GSLCGOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF | $2 |
FDLFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $2 |
UTGREAVES UTIL INCOME FD COM SH BEN INT | $2 |
FINSANGEL OAK FINL STRATEGIES INCM COM BEN INT | $2 |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $2 |
ILCVISHARES MORNINGSTAR VALUE ETF | $2 |
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $2 |
XLVHEALTH CARE SELECT SECTOR SPDR FUND | $2 |
LINLINDE PLC SHS | $2 |
NOCNORTHROP GRUMMAN CORP COM | $2 |
SCHWSCHWAB CHARLES CORP COM | $2 |
VBVANGUARD SMALL-CAP ETF | $2 |
AMTAMERICAN TOWER CORP NEW COM | $2 |
ABGAMERISOURCEBERGEN CORP COM | $2 |
CALFPACER US SMALL CAP CASH COWS 100 ETF | $2 |
LMTLOCKHEED MARTIN CORP COM | $2 |
BACVERIZON COMMUNICATIONS INC COM | $2 |
MCDMCDONALDS CORP COM | $2 |
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