NATIONS FINANCIAL GROUP INC, /IA/ /ADV Q4 2023 Filing
Filed February 9, 2024
Portfolio Value
$1.1B
Holdings
619
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (619 positions)
| Stock | Value |
|---|---|
IAU*ISHARES GOLD TRUST | $711K |
BLDRBUILDERS FIRSTSOURCE INC COM | $708K |
QUALISHARES MSCI USA QUALITY FACTOR ETF | $708K |
BGXBLACKSTONE LONG SHORT CR INCOM COM SHS BN INT | $704K |
DGDOLLAR GEN CORP NEW COM | $698K |
IUSBISHARES CORE TOTAL USD BOND MARKET ETF | $696K |
PDBCINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $693K |
PJUNINNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE | $688K |
URIUNITED RENTALS INC COM | $685K |
VDEVANGUARD ENERGY ETF | $682K |
GBDCGOLUB CAP BDC INC COM | $680K |
PHPARKER-HANNIFIN CORP COM | $672K |
KOCTINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBER | $665K |
KMBKIMBERLY-CLARK CORP COM | $664K |
JANTALLIANZIM U.S. LARGE CAP BUFFER10 JAN ETF | $664K |
KJANINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY | $664K |
UFPIUFP INDUSTRIES INC COM | $662K |
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | $660K |
XMUIXBLACKROCK MUNICIPAL INCOME COM | $658K |
URAGLOBAL X URANIUM ETF | $658K |
OIHVANECK OIL SERVICES ETF | $656K |
PRUPRUDENTIAL FINL INC COM | $656K |
SCHXSCHWAB U.S. LARGE-CAP ETF | $649K |
ENBENBRIDGE INC COM | $646K |
MHDBLACKROCK MUNIHOLDINGS FD INC COM | $645K |
BSEPINNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER | $638K |
REGLPROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | $630K |
PSEPINNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER | $627K |
MLB1MERCADOLIBRE INC COM | $627K |
FLOTISHARES FLOATING RATE BOND ETF | $623K |
PLTRPALANTIR TECHNOLOGIES INC CL A | $621K |
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE ETF | $618K |
POCTINNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER | $617K |
KAPRINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL | $613K |
BLDTOPBUILD CORP COM | $609K |
ETNEATON CORP PLC SHS | $607K |
TCPCBLACKROCK TCP CAPITAL CORP COM | $607K |
ACWIISHARES MSCI ACWI ETF | $604K |
IUSGISHARES CORE S&P U.S. GROWTH ETF | $604K |
PAPRINNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL | $602K |
ONON SEMICONDUCTOR CORP COM | $598K |
ANETEURARISTA NETWORKS INC COM | $592K |
HQHABRDN HEALTHCARE INVESTORS SH BEN INT | $591K |
FASTFASTENAL CO COM | $591K |
FTRIFIRST TRUST INDXX GLOBAL NATURAL RESOURCES INCOME ETF | $588K |
VCLTVANGUARD LONG-TERM CORPORATE BOND ETF | $588K |
CGUSCAPITAL GROUP CORE EQUITY ETF | $587K |
EMFTEMPLETON EMERGING MKTS FD COM | $584K |
GDXJVANECK JUNIOR GOLD MINERS ETF | $582K |
ZTSZOETIS INC CL A | $580K |
JLSNUVEEN MORTGAGE AND INCOME FD COM | $580K |
LNGCHENIERE ENERGY INC COM NEW | $575K |
IWPISHARES RUSSELL MID-CAP GROWTH ETF | $575K |
HUMHUMANA INC COM | $571K |
RTXRTX CORPORATION COM | $569K |
ADMARCHER DANIELS MIDLAND CO COM | $566K |
MUCBLACKROCK MUNIHOLDINGS QUALITY COM | $566K |
EQWLINVESCO S&P 100 EQUAL WEIGHT ETF | $561K |
CFCF INDS HLDGS INC COM | $561K |
PJULINNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | $559K |
ENPHENPHASE ENERGY INC COM | $556K |
STLASTELLANTIS N.V SHS | $555K |
JPSTJPMORGAN ULTRA-SHORT INCOME ETF | $553K |
KRKROGER CO COM | $549K |
MTGMGIC INVT CORP WIS COM | $544K |
FDXFEDEX CORP COM | $542K |
FLRNSPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $540K |
TDTFFLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND | $540K |
AEPAMERICAN ELEC PWR CO INC COM | $537K |
BGRBLACKROCK ENERGY & RES TR COM | $536K |
IJULINNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY | $536K |
DWXSPDR S&P INTERNATIONAL DIVIDEND ETF | $533K |
RWKINVESCO S&P MIDCAP 400 REVENUE ETF | $532K |
AFBALLIANCEBERNSTEIN NATL MUN INM COM | $531K |
FICSFIRST TRUST INTERNATIONAL DEVELOPED CAPITAL STRENGTH ETF | $529K |
DOVDOVER CORP COM | $528K |
XYLDGLOBAL X S&P 500 COVERED CALL ETF | $528K |
KNGZFIRST TRUST S&P 500 DIVERSIFIED DIVIDEND ARISTOCRATS ETF | $526K |
TXNTEXAS INSTRS INC COM | $525K |
AQLTISHARES SELECT DIVIDEND ETF | $524K |
PNOVINNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER | $521K |
HYDVANECK HIGH YIELD MUNI ETF | $521K |
WDIVSPDR S&P GLOBAL DIVIDEND ETF | $520K |
ELVELEVANCE HEALTH INC COM | $517K |
SOSOUTHERN CO COM | $513K |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $506K |
WMBWILLIAMS COS INC COM | $506K |
SHWSHERWIN WILLIAMS CO COM | $505K |
IBBISHARES BIOTECHNOLOGY ETF | $504K |
PSNPARSONS CORP DEL COM | $502K |
FMHIFIRST TRUST MUNICIPAL HIGH INCOME ETF | $502K |
PGXINVESCO PREFERRED ETF | $500K |
MEDPMEDPACE HLDGS INC COM | $496K |
DIAXNUVEEN DOW 30 DYNMC OVERWRT FD SHS | $494K |
—CLEARBRIDGE MLP AND MIDSTRM TR COM | $493K |
QYLDGLOBAL X NASDAQ 100 COVERED CALL ETF | $489K |
ISRGINTUITIVE SURGICAL INC COM NEW | $483K |
PMARINNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH | $481K |
JRINUVEEN REAL ASSET INCOME & GRO COM | $480K |
EMDVPROSHARES MSCI EMERGING MARKETS DIVIDEND GROWERS ETF | $479K |