NATIONS FINANCIAL GROUP INC, /IA/ /ADV Q2 2024 Filing

Filed July 29, 2024

Portfolio Value

$1.2B

Holdings

629

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (629 positions)

#StockSharesValue% PortfolioType
1
AVTAVNET INC COM
8,169$00.00%
2
BXBLACKSTONE INC COM
15,600$00.00%
3
RIVRIVERNORTH OPPORTUNITIES FD IN COM
89,676$00.00%
4
EVREVERCORE INC CLASS A
6,842$00.00%
5
MGNRAMERICAN BEACON GLG NATURAL RESOURCES ETF
12,800$00.00%
6
APHAMPHENOL CORP NEW CL A
6,326$00.00%
7
GOOGLALPHABET INC CAP STK CL A
71,115$00.00%
8
IAPRINNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - APRIL
16,925$00.00%
9
FSIGFIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF
36,427$00.00%
10
BAUGINNOVATOR U.S. EQUITY BUFFER ETF - AUGUST
5,398$00.00%
11
MRSHMARSH & MCLENNAN COS INC COM
1,767$00.00%
12
DGTSPDR GLOBAL DOW ETF
11,197$00.00%
13
FIXDFIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
158,369$00.00%
14
MDTMEDTRONIC PLC SHS
12,624$00.00%
15
PRUPRUDENTIAL FINL INC COM
6,549$00.00%
16
FMHIFIRST TRUST MUNICIPAL HIGH INCOME ETF
14,665$00.00%
17
GBDCGOLUB CAP BDC INC COM
47,247$00.00%
18
CUBECUBESMART COM
6,451$00.00%
19
COLLCOLLEGIUM PHARMACEUTICAL INC COM
10,012$00.00%
20
BSEPINNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER
16,782$00.00%
21
JRINUVEEN REAL ASSET INCOME & GRO COM
40,431$00.00%
22
ABGCENCORA INC COM
13,246$00.00%
23
DGDOLLAR GEN CORP NEW COM
3,652$00.00%
24
FDXFEDEX CORP COM
2,145$00.00%
25
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
4,286$00.00%
26
PBRPETROLEO BRASILEIRO SA PETROBR SPONSORED ADR
34,942$00.00%
27
XYZBLOCK INC CL A
7,599$00.00%
28
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF
142,887$00.00%
29
OIHVANECK OIL SERVICES ETF
1,576$00.00%
30
MMM3M CO COM
2,345$00.00%
31
EAPRINNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL
17,365$00.00%
32
INDAISHARES MSCI INDIA ETF
4,236$00.00%
33
GQ9SPDR GOLD SHARES
30,795$00.00%
34
KNGFT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
71,719$00.00%
35
HQLABRDN LIFE SCIENCES INVESTORS SH BEN INT
11,700$00.00%
36
ENSGENSIGN GROUP INC COM
19,309$00.00%
37
STLASTELLANTIS N.V SHS
29,789$00.00%
38
QYLDGLOBAL X NASDAQ 100 COVERED CALL ETF
41,423$00.00%
39
KYNKAYNE ANDERSON ENERGY INFRSTR COM
28,695$00.00%
40
SYLDCAMBRIA SHAREHOLDER YIELD ETF
6,697$00.00%
41
WMBWILLIAMS COS INC COM
14,929$00.00%
42
DEDEERE & CO COM
10,284$00.00%
43
PHPARKER-HANNIFIN CORP COM
1,516$00.00%
44
SEASEABRIDGE GOLD INC COM
229,927$00.00%
45
CTRACOTERRA ENERGY INC COM
17,053$00.00%
46
DC4DEXCOM INC COM
5,072$00.00%
47
SPGIS&P GLOBAL INC COM
3,402$00.00%
48
RSGREPUBLIC SVCS INC COM
2,908$00.00%
49
RQICOHEN & STEERS QUALITY INCOME COM
15,833$00.00%
50
BACBANK AMERICA CORP COM
28,589$00.00%
51
DOVDOVER CORP COM
4,264$00.00%
52
IBMINTERNATIONAL BUSINESS MACHS COM
17,834$00.00%
53
DIAXNUVEEN DOW 30 DYNMC OVERWRT FD SHS
35,267$00.00%
54
FIWFIRST TRUST WATER ETF
3,790$00.00%
55
SMDVPROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF
13,368$00.00%
56
FTSMFIRST TRUST ENHANCED SHORT MATURITY ETF
7,635$00.00%
57
CGGOCAPITAL GROUP GLOBAL GROWTH EQUITY ETF
11,895$00.00%
58
IVWISHARES S&P 500 GROWTH ETF
49,768$00.00%
59
CITCINTAS CORP COM
6,164$00.00%
60
FNDASCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF
4,723$00.00%
61
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
21,762$00.00%
62
IVVISHARES CORE S&P 500 ETF
12,948$00.00%
63
AMTAMERICAN TOWER CORP NEW COM
5,479$00.00%
64
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF
18,895$00.00%
65
LDURPIMCO ENHANCED LOW DURATION ACTIVE ETF
3,778$00.00%
66
OKEONEOK INC NEW COM
49,106$00.00%
67
DUKDUKE ENERGY CORP NEW COM NEW
4,194$00.00%
68
PGPROCTER AND GAMBLE CO COM
27,303$00.00%
69
SOXXISHARES SEMICONDUCTOR ETF
3,661$00.00%
70
TTTRANE TECHNOLOGIES PLC SHS
8,112$00.00%
71
HQHABRDN HEALTHCARE INVESTORS SH BEN INT
35,410$00.00%
72
PYPLPAYPAL HLDGS INC COM
16,199$00.00%
73
FNXFIRST TRUST MID CAP CORE ALPHADEX FUND
3,621$00.00%
74
SHELSHELL PLC SPON ADS
2,962$00.00%
75
VCLTVANGUARD LONG-TERM CORPORATE BOND ETF
15,169$00.00%
76
CFCF INDS HLDGS INC COM
8,165$00.00%
77
CLHCLEAN HARBORS INC COM
1,194$00.00%
78
XBOEXBLACKROCK ENHANCED GLOBAL DIVI COM
45,865$00.00%
79
PNOVINNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER
13,428$00.00%
80
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF
10,103$00.00%
81
POCTINNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER
14,195$00.00%
82
JANWALLIANZIM U.S. LARGE CAP BUFFER20 JAN ETF
34,724$00.00%
83
CGGRCAPITAL GROUP GROWTH ETF
11,084$00.00%
84
CRMSALESFORCE INC COM
6,646$00.00%
85
SDYSPDR S&P DIVIDEND ETF
2,533$00.00%
86
T7DTRANSDIGM GROUP INC COM
329$00.00%
87
MAINMAIN STR CAP CORP COM
8,669$00.00%
88
HDVISHARES CORE HIGH DIVIDEND ETF
17,929$00.00%
89
SPYSPDR S&P 500 ETF TRUST
22,277$00.00%
90
XLBMATERIALS SELECT SECTOR SPDR FUND
3,600$00.00%
91
BNDVANGUARD TOTAL BOND MARKET ETF
16,227$00.00%
92
OMFLINVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF
70,913$00.00%
93
CGXUCAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
21,698$00.00%
94
BGRBLACKROCK ENERGY & RES TR COM
33,658$00.00%
95
GILDGILEAD SCIENCES INC COM
5,634$00.00%
96
IJHISHARES CORE S&P MID-CAP ETF
426,800$00.00%
97
SRVRPACER DATA & INFRASTRUCTURE REAL ESTATE ETF
25,869$00.00%
98
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
37,343$00.00%
99
QQQMINVESCO NASDAQ 100 ETF
5,520$00.00%
100
PSNPARSONS CORP DEL COM
3,171$00.00%
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