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)

StockValue
MTDMETTLER TOLEDO INTERNATIONAL COM
$290K
BLOKAMPLIFY TRANSFORMATIONAL DATA SHARING ETF
$289K
AVTAVNET INC COM
$289K
PRUPRUDENTIAL FINL INC COM
$288K
IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$288K
RYLDGLOBAL X RUSSELL 2000 COVERED CALL ETF
$287K
GUTGABELLI UTIL TR COM
$285K
MEDPMEDPACE HLDGS INC COM
$284K
IIMINVESCO VALUE MUN INCOME TR COM
$284K
SHOPSHOPIFY INC CL A
$284K
STZCONSTELLATION BRANDS INC CL A
$283K
METMETLIFE INC COM
$282K
HNDLSTRATEGY SHARES NASDAQ 7HANDL INDEX ETF
$282K
BCXBLACKROCK RES & COMMODITIES ST SHS
$281K
VEEVVEEVA SYS INC CL A COM
$281K
KELKELLOGG CO COM
$280K
THQTEKLA HEALTHCARE OPPORTUNITIES SHS
$280K
RPVINVESCO S&P 500 PURE VALUE ETF
$278K
SYLDCAMBRIA SHAREHOLDER YIELD ETF
$278K
SDVYFIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
$275K
XBXMXNUVEEN S&P 500 BUY-WRITE INCOM COM
$274K
RQICOHEN & STEERS QUALITY INCOME COM
$274K
PZAINVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF
$274K
PTRBPGIM TOTAL RETURN BOND ETF
$273K
XLUUTILITIES SELECT SECTOR SPDR FUND
$273K
GRIDFIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
$273K
OZKBANK OZK LITTLE ROCK ARK COM
$271K
MATXMATSON INC COM
$267K
MNSTMONSTER BEVERAGE CORP NEW COM
$265K
CPCANADIAN PACIFIC KANSAS CITY COM
$263K
OCTTALLIANZIM U.S. LARGE CAP BUFFER10 OCT ETF
$262K
BMAYINNOVATOR U.S. EQUITY BUFFER ETF - MAY
$261K
JULTALLIANZIM U.S. LARGE CAP BUFFER10 JUL ETF
$260K
XAGDXABRDN GLOBAL DYNAMIC DIVIDEND COM
$259K
OEFISHARES S&P 100 ETF
$258K
QQQINVESCO BULLETSHARES 2023 CORPORATE BOND ETF
$257K
WFCWELLS FARGO CO NEW COM
$256K
TMUST-MOBILE US INC COM
$254K
PFSIPENNYMAC FINL SVCS INC NEW COM
$253K
IYY*ISHARES DOW JONES U.S. ETF
$253K
MRSHMARSH & MCLENNAN COS INC COM
$252K
LVLNSPDR S&P REGIONAL BANKING ETF
$251K
PINSPINTEREST INC CL A
$251K
BUDANHEUSER BUSCH INBEV SA/NV SPONSORED ADR
$247K
MQTBLACKROCK MUNIYIELD QUALITY FD COM
$246K
AVDEAVANTIS INTERNATIONAL EQUITY ETF
$246K
PEJINVESCO DYNAMIC LEISURE & ENTERTAINMENT ETF
$246K
RJFRAYMOND JAMES FINL INC COM
$245K
APRTALLIANZIM US LARGE CAP BUFFER10 APR ETF
$241K
MAINMAIN STR CAP CORP COM
$241K
BCBRUNSWICK CORP COM
$237K
SHELSHELL PLC SPON ADS
$237K
KYNKAYNE ANDERSON NEXTGEN ENRGY COM
$235K
OXYOCCIDENTAL PETE CORP COM
$235K
TRVTRAVELERS COMPANIES INC COM
$235K
MBBISHARES MBS ETF
$232K
SDYSPDR S&P DIVIDEND ETF
$232K
ROKROCKWELL AUTOMATION INC COM
$230K
PAUGINNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST
$230K
TROWPRICE T ROWE GROUP INC COM
$229K
VONGVANGUARD RUSSELL 1000 GROWTH ETF
$229K
CWBSPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
$227K
PIEINVESCO DWA EMERGING MARKETS MOMENTUM ETF
$223K
WBDWARNER BROS DISCOVERY INC COM SER A
$222K
FMBFIRST TRUST MANAGED MUNICIPAL ETF
$220K
STOTSPDR DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF
$220K
SJNKSPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
$219K
WTRGESSENTIAL UTILS INC COM
$218K
MOSMOSAIC CO NEW COM
$218K
TDOCTELADOC HEALTH INC COM
$216K
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF
$216K
BDJBLACKROCK ENHANCED EQUITY DIVI COM
$215K
MTTR*MATTERPORT INC COM CL A
$215K
IRMIRON MTN INC DEL COM
$212K
HACKUSDETFMG PRIME CYBER SECURITY ETFMG PRIME CYBER SECURITY FUND
$208K
DTDWISDOMTREE U.S. TOTAL DIVIDEND FUND
$208K
IDV*ISHARES INTERNATIONAL SELECT DIVIDEND ETF
$207K
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF
$205K
DRIVGLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF
$204K
MUABLACKROCK MUNIASSETS FD INC COM
$204K
IBUYAMPLIFY ONLINE RETAIL ETF
$203K
DKNGDRAFTKINGS INC NEW COM CL A
$201K
STEWSRH TOTAL RETURN FUND INC COM
$199K
WCBRWISDOMTREE CYBERSECURITY FUND
$194K
HQLTEKLA LIFE SCIENCES INVS SH BEN INT
$188K
UMCUNITED MICROELECTRONICS CORP SPON ADR NEW
$185K
AMANTERO MIDSTREAM CORP COM
$165K
BGBBLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN
$157K
AVKADVENT CONV & INCOME FD COM
$154K
NXPNUVEEN SELECT TAX-FREE INCOME SH BEN INT
$152K
ETBEATON VANCE TAX MNGED BUY WRIT COM
$142K
NEANUVEEN SR INCOME FD COM
$135K
PSLV/USPROTT PHYSICAL SILVER TR TR UNIT
$119K
XBGYXBLACKROCK ENHANCED INTL DIV TR COM BENE INTER
$113K
XAODXABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT
$102K
NPFINUVEEN PFD & INCOME SECS FD COM
$98K
IGRCBRE GBL REAL ESTATE INC FD COM
$92K
CCIVGBPLUCID GROUP INC COM
$87K
VVRINVESCO SR INCOME TR COM
$82K
USALIBERTY ALL STAR EQUITY FD SH BEN INT
$69K
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