NATIONS FINANCIAL GROUP INC, /IA/ /ADV Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$1.3B
Holdings
655
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (655 positions)
| Stock | Value |
|---|---|
WECWEC ENERGY GROUP INC COM | $1.6M |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $1.5M |
SPGIS&P GLOBAL INC COM | $1.5M |
UJULINNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JULY | $1.5M |
EVREVERCORE INC CLASS A | $1.5M |
BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $1.5M |
PSEPINNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER | $1.5M |
SOFISOFI TECHNOLOGIES INC COM | $1.4M |
FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $1.4M |
WMBWILLIAMS COS INC COM | $1.4M |
VBRVANGUARD SMALL CAP VALUE ETF | $1.4M |
WMWASTE MGMT INC DEL COM | $1.4M |
IWOISHARES RUSSELL 2000 GROWTH ETF | $1.4M |
BNDVANGUARD TOTAL BOND MARKET ETF | $1.4M |
PDECINNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER | $1.4M |
FPEIFIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $1.4M |
DGTSPDR GLOBAL DOW ETF | $1.4M |
FANGDIAMONDBACK ENERGY INC COM | $1.4M |
PJUNINNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE | $1.4M |
EWYISHARES MSCI SOUTH KOREA ETF | $1.4M |
GWWGRAINGER W W INC COM | $1.4M |
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | $1.4M |
CLSCELESTICA INC COM | $1.4M |
SYKSTRYKER CORPORATION COM | $1.4M |
TAT&T INC COM | $1.4M |
IUSGISHARES CORE S&P U.S. GROWTH ETF | $1.3M |
BABOEING CO COM | $1.3M |
IGEISHARES NORTH AMERICAN NATURAL RESOURCES ETF | $1.3M |
LMBSFIRST TRUST LOW DURATION OPPORTUNITIES ETF | $1.3M |
MGMTBALLAST SMALL/MID CAP ETF | $1.3M |
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND | $1.3M |
CRWDCROWDSTRIKE HLDGS INC CL A | $1.3M |
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF | $1.3M |
BJUNINNOVATOR U.S. EQUITY BUFFER ETF - JUNE | $1.3M |
FLOTISHARES FLOATING RATE BOND ETF | $1.3M |
CGUSCAPITAL GROUP CORE EQUITY ETF | $1.3M |
FDLFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $1.3M |
PAUGINNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST | $1.2M |
XLFICONSUMER STAPLES SELECT SECTOR SPDR FUND | $1.2M |
PEOADAM NAT RES FD INC COM | $1.2M |
JQUAJPMORGAN U.S. QUALITY FACTOR ETF | $1.2M |
DDTOINNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY | $1.2M |
IAU*ISHARES GOLD TRUST | $1.2M |
COPCONOCOPHILLIPS COM | $1.2M |
PJULINNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | $1.2M |
JOEST JOE CO COM | $1.2M |
BBUSJPMORGAN BETABUILDERS U.S. EQUITY ETF | $1.2M |
AZOAUTOZONE INC COM | $1.2M |
SEIXVIRTUS SEIX SENIOR LOAN ETF | $1.2M |
WRBBERKLEY W R CORP COM | $1.2M |
DISDISNEY WALT CO COM | $1.2M |
VBVANGUARD SMALL-CAP ETF | $1.2M |
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $1.1M |
ISCBISHARES MORNINGSTAR SMALL-CAP ETF | $1.1M |
CITHE CIGNA GROUP COM | $1.1M |
FBNDFIDELITY TOTAL BOND ETF | $1.1M |
DHRDANAHER CORPORATION COM | $1.1M |
EXPEAGLE MATLS INC COM | $1.1M |
JPSTJPMORGAN ULTRA-SHORT INCOME ETF | $1.1M |
REGLPROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | $1.1M |
JNKSPDR BLOOMBERG HIGH YIELD BOND ETF | $1.1M |
SIISPROTT INC COM NEW | $1.1M |
CLCOLGATE PALMOLIVE CO COM | $1.1M |
FTLSFIRST TRUST LONG/SHORT EQUITY ETF | $1.1M |
VHTVANGUARD HEALTH CARE ETF | $1.1M |
BACBANK AMERICA CORP COM | $1.1M |
RIVRIVERNORTH OPPORTUNITIES FD IN COM | $1.1M |
XOVRERSHARES PRIVATE-PUBLIC CROSSOVER ETF | $1.0M |
ARDCARES DYNAMIC CR ALLOCATION FD COM | $1.0M |
CVSCVS HEALTH CORP COM | $1.0M |
URIUNITED RENTALS INC COM | $1.0M |
SMDVPROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF | $1.0M |
RSGREPUBLIC SVCS INC COM | $1.0M |
JLSNUVEEN MORTGAGE AND INCOME FD COM | $1.0M |
MTGMGIC INVT CORP WIS COM | $977K |
IHIISHARES U.S. MEDICAL DEVICES ETF | $973K |
SKORFLEXSHARES CREDIT-SCORED US CORPORATE BOND INDEX FUND | $971K |
STLDSTEEL DYNAMICS INC COM | $969K |
AMTAMERICAN TOWER CORP NEW COM | $964K |
XPNDFIRST TRUST EXPANDED TECHNOLOGY ETF | $963K |
APDAIR PRODS & CHEMS INC COM | $961K |
LNTALLIANT ENERGY CORP COM | $958K |
NKENIKE INC CL B | $958K |
ETNEATON CORP PLC SHS | $957K |
WFCWELLS FARGO CO NEW COM | $956K |
CCOCAMECO CORP COM | $951K |
CGIECAPITAL GROUP INTERNATIONAL EQUITY ETF | $949K |
MMM3M CO COM | $947K |
GDXJVANECK JUNIOR GOLD MINERS ETF | $935K |
IJKISHARES S&P MID-CAP 400 GROWTH ETF | $930K |
VLOVALERO ENERGY CORP COM | $927K |
HALOHALOZYME THERAPEUTICS INC COM | $921K |
UNPUNION PAC CORP COM | $911K |
VDEVANGUARD ENERGY ETF | $909K |
NXDTNEXPOINT DIVERSIFIED REL ET TR COM NEW | $908K |
UTHUNITED THERAPEUTICS CORP DEL COM | $904K |
AWGASBURY AUTOMOTIVE GROUP INC COM | $900K |
FFORD MTR CO COM | $900K |
CEGCONSTELLATION ENERGY CORP COM | $891K |
QUALISHARES MSCI USA QUALITY FACTOR ETF | $886K |