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 |
|---|---|
FPEIFIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $1.3M |
COPCONOCOPHILLIPS COM | $1.3M |
OCTWALLIANZIM U.S. LARGE CAP BUFFER20 OCT ETF | $1.3M |
CRMSALESFORCE INC COM | $1.3M |
WMWASTE MGMT INC DEL COM | $1.3M |
BNDVANGUARD TOTAL BOND MARKET ETF | $1.2M |
SHYISHARES 1-3 YEAR TREASURY BOND ETF | $1.2M |
LNTALLIANT ENERGY CORP COM | $1.2M |
JULWALLIANZIM U.S. LARGE CAP BUFFER20 JUL ETF | $1.2M |
BSTPINNOVATOR BUFFER STEP-UP STRATEGY ETF | $1.2M |
EYLDCAMBRIA EMERGING SHAREHOLDER YIELD ETF | $1.2M |
VLOVALERO ENERGY CORP COM | $1.2M |
CGCPCAPITAL GROUP CORE PLUS INCOME ETF | $1.2M |
GWWGRAINGER W W INC COM | $1.2M |
IGEISHARES NORTH AMERICAN NATURAL RESOURCES ETF | $1.2M |
PEOADAM NAT RES FD INC COM | $1.2M |
APRWALLIANZIM US LARGE CAP BUFFER20 APR ETF | $1.2M |
IYRISHARES U.S. REAL ESTATE ETF | $1.2M |
ISCBISHARES MORNINGSTAR SMALL-CAP ETF | $1.2M |
NEMNEWMONT CORP COM | $1.2M |
AMTAMERICAN TOWER CORP NEW COM | $1.2M |
LLYELI LILLY & CO COM | $1.2M |
PAUGINNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST | $1.1M |
WIREEURENCORE WIRE CORP COM | $1.1M |
OREALTY INCOME CORP COM | $1.1M |
PDECINNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER | $1.1M |
XLFICONSUMER STAPLES SELECT SECTOR SPDR FUND | $1.1M |
FANGDIAMONDBACK ENERGY INC COM | $1.1M |
CEECENTRAL & EASTERN EUROPE FD IN COM | $1.1M |
BABOEING CO COM | $1.1M |
FNDXSCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF | $1.1M |
SIXOALLIANZIM U.S. LARGE CAP 6 MONTH BUFFER10 APR/OCT ETF | $1.1M |
SIXJALLIANZIM U.S. LARGE CAP 6 MONTH BUFFER10 JAN/JUL ETF | $1.1M |
ICOWPACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF | $1.1M |
UPSUNITED PARCEL SERVICE INC CL B | $1.1M |
CSXCSX CORP COM | $1.1M |
PWRQUANTA SVCS INC COM | $1.1M |
IHIISHARES U.S. MEDICAL DEVICES ETF | $1.1M |
SYKSTRYKER CORPORATION COM | $1.1M |
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF | $1.0M |
ARDCARES DYNAMIC CR ALLOCATION FD COM | $1.0M |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $1.0M |
AMATAPPLIED MATLS INC COM | $1.0M |
RPVINVESCO S&P 500 PURE VALUE ETF | $1.0M |
EVREVERCORE INC CLASS A | $991K |
JNKSPDR BLOOMBERG HIGH YIELD BOND ETF | $988K |
SKORFLEXSHARES CREDIT-SCORED US CORPORATE BOND INDEX FUND | $987K |
EDIVSPDR S&P EMERGING MARKETS DIVIDEND ETF | $986K |
RWJINVESCO S&P SMALLCAP 600 REVENUE ETF | $983K |
BJUNINNOVATOR U.S. EQUITY BUFFER ETF - JUNE | $976K |
IUSVISHARES CORE S&P US VALUE ETF | $974K |
RIVRIVERNORTH OPPORTUNITIES FD IN COM | $972K |
ARKTARK NEXT GENERATION INTERNET ETF | $972K |
TAT&T INC COM | $971K |
FYXFIRST TRUST SMALL CAP CORE ALPHADEX FUND | $966K |
JCPBJPMORGAN CORE PLUS BOND ETF | $957K |
FTNTFORTINET INC COM | $931K |
CLCOLGATE PALMOLIVE CO COM | $931K |
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND | $931K |
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | $922K |
AZOAUTOZONE INC COM | $910K |
BNOVINNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER | $909K |
VHTVANGUARD HEALTH CARE ETF | $906K |
AMPHAMPHASTAR PHARMACEUTICALS INC COM | $898K |
UNPUNION PAC CORP COM | $889K |
SOXXISHARES SEMICONDUCTOR ETF | $884K |
SRVRPACER DATA & INFRASTRUCTURE REAL ESTATE ETF | $874K |
CITHE CIGNA GROUP COM | $858K |
EOGEOG RES INC COM | $857K |
IWMISHARES RUSSELL 2000 ETF | $844K |
AMLPALERIAN MLP ETF | $841K |
NFLXNETFLIX INC COM | $822K |
IWFISHARES RUSSELL 1000 GROWTH ETF | $819K |
ESEVERSOURCE ENERGY COM | $818K |
REGNREGENERON PHARMACEUTICALS COM | $818K |
FFORD MTR CO DEL COM | $815K |
QQQMINVESCO NASDAQ 100 ETF | $794K |
DGTSPDR GLOBAL DOW ETF | $790K |
PMAYINNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY | $789K |
CFAVICTORYSHARES US 500 VOLATILITY WTD ETF | $783K |
XLIINDUSTRIAL SELECT SECTOR SPDR FUND | $779K |
IJKISHARES S&P MID-CAP 400 GROWTH ETF | $776K |
SMCIUSDSUPER MICRO COMPUTER INC COM | $774K |
PPGPPG INDS INC COM | $774K |
DTDYNATRACE INC COM NEW | $774K |
TSLXSIXTH STREET SPECIALTY LENDING COM | $771K |
EXPEAGLE MATLS INC COM | $766K |
LDURPIMCO ENHANCED LOW DURATION ACTIVE ETF | $758K |
DINOHF SINCLAIR CORP COM | $754K |
FSIGFIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF | $754K |
AMDADVANCED MICRO DEVICES INC COM | $754K |
AWGASBURY AUTOMOTIVE GROUP INC COM | $746K |
MGKVANGUARD MEGA CAP GROWTH ETF | $744K |
XLGINVESCO S&P 500 TOP 50 ETF | $735K |
MUBISHARES NATIONAL MUNI BOND ETF | $726K |
WRBBERKLEY W R CORP COM | $722K |
BACBANK AMERICA CORP COM | $721K |
4I1PHILIP MORRIS INTL INC COM | $720K |
SMDVPROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF | $716K |
VAWVANGUARD MATERIALS ETF | $712K |