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)

StockValue
PFSIPENNYMAC FINL SVCS INC NEW COM
$318K
USTBVICTORYSHARES SHORT-TERM BOND ETF
$318K
AVTAVNET INC COM
$317K
LAMRLAMAR ADVERTISING CO NEW CL A
$316K
BMYBRISTOL-MYERS SQUIBB CO COM
$316K
DDTOINNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY
$314K
UTGREAVES UTIL INCOME FD COM SH BEN INT
$313K
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
$313K
HBC2HSBC HLDGS PLC SPON ADR NEW
$309K
XLBMATERIALS SELECT SECTOR SPDR FUND
$306K
XGDVXGABELLI DIVID & INCOME TR COM
$305K
RRCRANGE RES CORP COM
$304K
JPSEJPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF
$304K
SJNKSPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
$299K
SDYSPDR S&P DIVIDEND ETF
$299K
IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$298K
BOTZGLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
$298K
BABINVESCO TAXABLE MUNICIPAL BOND ETF
$296K
IPGINTERPUBLIC GROUP COS INC COM
$296K
LPXLOUISIANA PAC CORP COM
$295K
MRSHMARSH & MCLENNAN COS INC COM
$293K
PAGPENSKE AUTOMOTIVE GRP INC COM
$292K
HSYHERSHEY CO COM
$290K
KYNKAYNE ANDERSON ENERGY INFRSTR COM
$290K
WFCWELLS FARGO CO NEW COM
$290K
IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
$288K
XBXMXNUVEEN S&P 500 BUY-WRITE INCOM COM
$288K
OEFISHARES S&P 100 ETF
$284K
PZAINVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF
$283K
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF
$279K
BMAYINNOVATOR U.S. EQUITY BUFFER ETF - MAY
$278K
MAINMAIN STR CAP CORP COM
$277K
HNDLSTRATEGY SHARES NASDAQ 7HANDL INDEX ETF
$276K
SHYDVANECK SHORT HIGH YIELD MUNI ETF
$275K
FJULFT VEST U.S. EQUITY BUFFER ETF - JULY
$273K
STZCONSTELLATION BRANDS INC CL A
$273K
BCBRUNSWICK CORP COM
$272K
IYY*ISHARES DOW JONES U.S. ETF
$272K
VEEVVEEVA SYS INC CL A COM
$271K
OCTTALLIANZIM U.S. LARGE CAP BUFFER10 OCT ETF
$267K
DRIDARDEN RESTAURANTS INC COM
$266K
JULTALLIANZIM U.S. LARGE CAP BUFFER10 JUL ETF
$266K
GEGENERAL ELECTRIC CO COM NEW
$263K
MNSTMONSTER BEVERAGE CORP NEW COM
$263K
LVLNSPDR S&P REGIONAL BANKING ETF
$259K
AVDEAVANTIS INTERNATIONAL EQUITY ETF
$259K
RQICOHEN & STEERS QUALITY INCOME COM
$255K
WCBRWISDOMTREE CYBERSECURITY FUND
$254K
MQTBLACKROCK MUNIYIELD QUALITY FD COM
$254K
IGEBISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF
$253K
VONGVANGUARD RUSSELL 1000 GROWTH ETF
$253K
DVNDEVON ENERGY CORP NEW COM
$253K
VFHVANGUARD FINANCIALS ETF
$251K
GUTGABELLI UTIL TR COM
$248K
APRTALLIANZIM US LARGE CAP BUFFER10 APR ETF
$248K
IRMIRON MTN INC DEL COM
$247K
DKNGDRAFTKINGS INC NEW COM CL A
$246K
RJFRAYMOND JAMES FINL INC COM
$245K
BGBUNGE GLOBAL SA COM SHS
$243K
LUMNLUMEN TECHNOLOGIES INC COM
$242K
FXHFIRST TRUST HEALTH CARE ALPHADEX FUND
$241K
HNIHNI CORP COM
$238K
WTRGESSENTIAL UTILS INC COM
$236K
HALOHALOZYME THERAPEUTICS INC COM
$236K
PEJINVESCO LEISURE AND ENTERTAINMENT ETF
$234K
CTVACORTEVA INC COM
$232K
NOCNORTHROP GRUMMAN CORP COM
$231K
STEWSRH TOTAL RETURN FUND INC COM
$231K
UTHUNITED THERAPEUTICS CORP DEL COM
$229K
THQABRDN HEALTHCARE OPPORTUNITIES SHS
$229K
ROSTROSS STORES INC COM
$228K
STOTSPDR DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF
$227K
MBBISHARES MBS ETF
$223K
XLUUTILITIES SELECT SECTOR SPDR FUND
$223K
MHOM/I HOMES INC COM
$223K
CUBECUBESMART COM
$220K
CPCANADIAN PACIFIC KANSAS CITY COM
$219K
DTDWISDOMTREE U.S. TOTAL DIVIDEND FUND
$219K
USBUS BANCORP DEL COM NEW
$218K
PIEINVESCO DORSEY WRIGHT EMERGING MARKETS MOMENTUM ETF
$217K
HALHALLIBURTON CO COM
$216K
CLHCLEAN HARBORS INC COM
$216K
CEGCONSTELLATION ENERGY CORP COM
$214K
BUDANHEUSER BUSCH INBEV SA/NV SPONSORED ADR
$214K
INDAISHARES MSCI INDIA ETF
$213K
BDJBLACKROCK ENHANCED EQUITY DIVI COM
$212K
MUABLACKROCK MUNIASSETS FD INC COM
$212K
BCXBLACKROCK RES & COMMODITIES ST SHS
$207K
CGGRCAPITAL GROUP GROWTH ETF
$207K
JFRNUVEEN FLOATING RATE INCOME FD COM
$203K
BFEBINNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY
$203K
FNDCSCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF
$203K
NXPNUVEEN SELECT TAX-FREE INCOME SH BEN INT
$202K
WBAWALGREENS BOOTS ALLIANCE INC COM
$201K
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF
$200K
WBDWARNER BROS DISCOVERY INC COM SER A
$182K
MTTR*MATTERPORT INC COM CL A
$180K
AMANTERO MIDSTREAM CORP COM
$179K
XFEBFIRST TRUST PREFERRED SECURITIES & INCOME ETF
$179K
HQLABRDN LIFE SCIENCES INVESTORS SH BEN INT
$162K
PreviousPage 6 of 7Next