NATIONS FINANCIAL GROUP INC, /IA/ /ADV Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$1.0B
Holdings
614
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (614 positions)
| Stock | Value |
|---|---|
KOCTINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBER | $690K |
EXPEAGLE MATLS INC COM | $687K |
SCHXSCHWAB U.S. LARGE-CAP ETF | $686K |
DVNDEVON ENERGY CORP NEW COM | $686K |
PJANINNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY | $683K |
PDBCINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $683K |
UTFCOHEN & STEERS INFRASTRUCTURE COM | $682K |
IWPISHARES RUSSELL MID-CAP GROWTH ETF | $682K |
VAWVANGUARD MATERIALS ETF | $681K |
STIPISHARES 0-5 YEAR TIPS BOND ETF | $680K |
XMUIXBLACKROCK MUNICIPAL INCOME COM | $677K |
ADMARCHER DANIELS MIDLAND CO COM | $675K |
BOTZGLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $675K |
EVREVERCORE INC CLASS A | $674K |
TSLXSIXTH STREET SPECIALTY LENDING COM | $671K |
MUBISHARES NATIONAL MUNI BOND ETF | $661K |
VDEVANGUARD ENERGY ETF | $659K |
PJUNINNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE | $656K |
REGNREGENERON PHARMACEUTICALS COM | $655K |
HQHTEKLA HEALTHCARE INVS SH BEN INT | $653K |
ENPHENPHASE ENERGY INC COM | $653K |
DIAXNUVEEN DOW 30 DYNMC OVERWRT FD SHS | $648K |
JANTALLIANZIM U.S. LARGE CAP BUFFER10 JAN ETF | $648K |
EWEDWARDS LIFESCIENCES CORP COM | $645K |
INTUINTUIT COM | $637K |
FNDXSCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF | $636K |
FLOTISHARES FLOATING RATE BOND ETF | $635K |
MHDBLACKROCK MUNIHOLDINGS FD INC COM | $634K |
KJANINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY | $627K |
FDXFEDEX CORP COM | $626K |
PDECINNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER | $621K |
BSEPINNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER | $617K |
SHWSHERWIN WILLIAMS CO COM | $614K |
ROSTROSS STORES INC COM | $614K |
GBDCGOLUB CAP BDC INC COM | $612K |
IAU*ISHARES GOLD TRUST | $609K |
SMDVPROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF | $606K |
CITHE CIGNA GROUP COM | $605K |
KAPRINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL | $604K |
DTDYNATRACE INC COM NEW | $602K |
AIC3 AI INC CL A | $602K |
IBBISHARES BIOTECHNOLOGY ETF | $601K |
DARDARLING INGREDIENTS INC COM | $601K |
TCPCBLACKROCK TCP CAPITAL CORP COM | $600K |
IUSGISHARES CORE S&P U.S. GROWTH ETF | $599K |
PAPRINNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL | $593K |
EMFTEMPLETON EMERGING MKTS FD COM | $592K |
HONHONEYWELL INTL INC COM | $591K |
IUSBISHARES CORE TOTAL USD BOND MARKET ETF | $588K |
OREALTY INCOME CORP COM | $587K |
KRKROGER CO COM | $587K |
MUCBLACKROCK MUNIHOLDINGS QUALITY COM | $586K |
GDXJVANECK JUNIOR GOLD MINERS ETF | $582K |
AEPAMERICAN ELEC PWR CO INC COM | $579K |
PSEPINNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER | $579K |
ACWIISHARES MSCI ACWI ETF | $566K |
PDCEUSDPDC ENERGY INC COM | $565K |
JLSNUVEEN MORTGAGE AND INCOME FD COM | $561K |
FICSFIRST TRUST INTERNATIONAL DEVELOPED CAPITAL STRENGTH ETF | $559K |
DDOMINION ENERGY INC COM | $557K |
VLOVALERO ENERGY CORP COM | $553K |
DOVDOVER CORP COM | $553K |
PJULINNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | $543K |
FTRIFIRST TRUST INDXX GLOBAL NATURAL RESOURCES INCOME ETF | $542K |
TDTFFLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND | $541K |
XLGINVESCO S&P 500 TOP 50 ETF | $538K |
CSQCALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT | $536K |
CHPTCHARGEPOINT HOLDINGS INC COM CL A | $533K |
JRINUVEEN REAL ASSET INCOME & GRO COM | $528K |
AMPHAMPHASTAR PHARMACEUTICALS INC COM | $526K |
REGLPROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | $526K |
HALHALLIBURTON CO COM | $525K |
SOSOUTHERN CO COM | $525K |
MAAMID-AMER APT CMNTYS INC COM | $523K |
AMLPALERIAN MLP ETF | $522K |
FASTFASTENAL CO COM | $520K |
IJULINNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY | $519K |
DWXSPDR S&P INTERNATIONAL DIVIDEND ETF | $516K |
LNGCHENIERE ENERGY INC COM NEW | $516K |
RWKINVESCO S&P MIDCAP 400 REVENUE ETF | $515K |
HYDVANECK HIGH YIELD MUNI ETF | $510K |
CRCCANADIAN NAT RES LTD COM | $509K |
PKWINVESCO BUYBACK ACHIEVERS ETF | $509K |
AFBALLIANCEBERNSTEIN NATL MUN INM COM | $506K |
PMARINNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH | $498K |
KNGZUS EQUITY DIVIDEND SELECT ETF | $497K |
UFPIUFP INDUSTRIES INC COM | $497K |
WDIVSPDR S&P GLOBAL DIVIDEND ETF | $494K |
BMYBRISTOL-MYERS SQUIBB CO COM | $493K |
HGVHILTON GRAND VACATIONS INC COM | $493K |
ULTAULTA BEAUTY INC COM | $492K |
JCPBJPMORGAN CORE PLUS BOND ETF | $489K |
LEOBNY MELLON STRATEGIC MUNS INC COM | $489K |
ISRGINTUITIVE SURGICAL INC COM NEW | $488K |
CFCF INDS HLDGS INC COM | $482K |
ZTSZOETIS INC CL A | $479K |
FUMBFIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF | $479K |
MRVLMARVELL TECHNOLOGY INC COM | $477K |
GILDGILEAD SCIENCES INC COM | $472K |
SQMSOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B | $472K |