NATIONS FINANCIAL GROUP INC, /IA/ /ADV Q4 2023 Filing
Filed February 9, 2024
Portfolio Value
$1.1T
Holdings
619
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (619 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC COM | $37.3M |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $33.9M |
MSFTMICROSOFT CORP COM | $31.2M |
IJHISHARES CORE S&P MID-CAP ETF | $23.2M |
IWVISHARES RUSSELL 3000 ETF | $19.6M |
NDQINVESCO QQQ TRUST SERIES I | $17.2M |
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | $17.2M |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $14.7M |
VOVANGUARD MID-CAP ETF | $14.4M |
XLKTECHNOLOGY SELECT SECTOR SPDR FUND | $13.4M |
NVDANVIDIA CORPORATION COM | $13.3M |
AMZNAMAZON COM INC COM | $13.0M |
IJRISHARES CORE S&P SMALL CAP ETF | $11.8M |
XOMEXXON MOBIL CORP COM | $11.6M |
VTVVANGUARD VALUE ETF | $10.6M |
SPYSPDR S&P 500 ETF TRUST | $10.4M |
VUGVANGUARD GROWTH ETF | $10.1M |
COSTCOSTCO WHSL CORP NEW COM | $9.8M |
GOOGLALPHABET INC CAP STK CL A | $9.6M |
IJJISHARES S&P MID-CAP 400 VALUE ETF | $9.6M |
JPMJPMORGAN CHASE & CO COM | $8.5M |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $8.3M |
VVISA INC COM CL A | $8.3M |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $8.2M |
VTIVANGUARD TOTAL STOCK MARKET ETF | $7.3M |
BXMTBLACKSTONE MTG TR INC COM CL A | $6.7M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $6.5M |
FIXDFIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF | $6.1M |
UNHUNITEDHEALTH GROUP INC COM | $6.0M |
AVGOBROADCOM INC COM | $5.9M |
RSPINVESCO S&P 500 EQUAL WEIGHT ETF | $5.9M |
PEPPEPSICO INC COM | $5.8M |
GQ9SPDR GOLD SHARES | $5.7M |
TSLATESLA INC COM | $5.7M |
EPDENTERPRISE PRODS PARTNERS L P COM | $5.7M |
ACNACCENTURE PLC IRELAND SHS CLASS A | $5.6M |
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF | $5.6M |
CALFPACER US SMALL CAP CASH COWS 100 ETF | $5.6M |
FINSANGEL OAK FINL STRATEGIES INCM COM BEN INT | $5.4M |
METAMETA PLATFORMS INC CL A | $5.3M |
JNJJOHNSON & JOHNSON COM | $5.3M |
PSXPHILLIPS 66 COM | $5.3M |
IVVISHARES CORE S&P 500 ETF | $5.2M |
ADPAUTOMATIC DATA PROCESSING INC COM | $5.0M |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $4.9M |
ORCLORACLE CORP COM | $4.8M |
BONDPIMCO ACTIVE BOND ETF | $4.8M |
SCHESCHWAB EMERGING MARKETS EQUITY ETF | $4.8M |
MRKMERCK & CO INC COM | $4.8M |
QQQEDIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES | $4.7M |
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $4.7M |
CVXCHEVRON CORP NEW COM | $4.6M |
IVWISHARES S&P 500 GROWTH ETF | $4.5M |
ADIANALOG DEVICES INC COM | $4.3M |
IEMGISHARES CORE MSCI EMERGING MARKETS ETF | $4.3M |
KLACKLA CORP COM NEW | $4.2M |
COWZPACER US CASH COWS 100 ETF | $4.2M |
DEDEERE & CO COM | $4.2M |
ETENERGY TRANSFER L P COM UT LTD PTN | $4.2M |
HDHOME DEPOT INC COM | $4.1M |
PGPROCTER AND GAMBLE CO COM | $3.9M |
IEIISHARES 3-7 YEAR TREASURY BOND ETF | $3.8M |
AMGNAMGEN INC COM | $3.8M |
LOWLOWES COS INC COM | $3.7M |
WMTWALMART INC COM | $3.7M |
ABTABBOTT LABS COM | $3.6M |
GOOGALPHABET INC CAP STK CL C | $3.6M |
AQLTISHARES CORE MSCI EAFE ETF | $3.6M |
CITCINTAS CORP COM | $3.5M |
ITWILLINOIS TOOL WKS INC COM | $3.4M |
SLVISHARES SILVER TRUST | $3.4M |
GSLCGOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF | $3.3M |
CSCOCISCO SYS INC COM | $3.3M |
OMFLINVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $3.3M |
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $3.3M |
NUENUCOR CORP COM | $3.2M |
FTSLFIRST TRUST SENIOR LOAN FUND | $3.2M |
FTCSFIRST TRUST CAPITAL STRENGTH ETF | $3.1M |
MCDMCDONALDS CORP COM | $3.1M |
OKEONEOK INC NEW COM | $3.1M |
DYHTARGET CORP COM | $3.1M |
HFROHIGHLAND OPPORTUNITIES HIGHLAND INCOME | $2.9M |
URNMSPROTT URANIUM MINERS ETF | $2.9M |
NVONOVO-NORDISK A S ADR | $2.9M |
RDVIFT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $2.9M |
IMCGISHARES MORNINGSTAR MID-CAP GROWTH ETF | $2.9M |
HWKNHAWKINS INC COM | $2.9M |
VOOVANGUARD S&P 500 ETF | $2.9M |
BLKCHFBLACKROCK INC COM | $2.9M |
LINLINDE PLC SHS | $2.8M |
IVEISHARES S&P 500 VALUE ETF | $2.8M |
NEENEXTERA ENERGY INC COM | $2.8M |
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $2.8M |
TIPISHARES TIPS BOND ETF | $2.7M |
AFLAFLAC INC COM | $2.7M |
FDLFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $2.7M |
SPSBSPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $2.7M |
XBISPDR S&P BIOTECH ETF | $2.7M |
XLVHEALTH CARE SELECT SECTOR SPDR FUND | $2.7M |
ABGCENCORA INC COM | $2.7M |
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