NATIONS FINANCIAL GROUP INC, /IA/ /ADV Q2 2025 Filing

Filed August 11, 2025

Portfolio Value

$1.5B

Holdings

678

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (678 positions)

#	Stock	Shares	Value	% Portfolio
101	NEENEXTERA ENERGY INC COM	49,221	$3.4M	0.23%
102	ADIANALOG DEVICES INC COM	14,302	$3.4M	0.23%
103	PANWPALO ALTO NETWORKS INC COM	16,624	$3.4M	0.23%
104	LOWLOWES COS INC COM	15,293	$3.4M	0.23%
105	EFADPROSHARES MSCI EAFE DIVIDEND GROWERS ETF	78,257	$3.4M	0.23%
106	HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF	41,494	$3.3M	0.23%
107	VOOVANGUARD S&P 500 ETF	5,889	$3.3M	0.23%
108	BKNGBOOKING HOLDINGS INC COM	560	$3.2M	0.22%
109	GDXVANECK GOLD MINERS ETF	61,396	$3.2M	0.22%
110	AFLAFLAC INC COM	30,205	$3.2M	0.22%
111	VTHRVANGUARD RUSSELL 3000 ETF	11,653	$3.2M	0.22%
112	VCLTVANGUARD LONG-TERM CORPORATE BOND ETF	41,751	$3.2M	0.22%
113	UNMUNUM GROUP COM	39,231	$3.2M	0.22%
114	BXBLACKSTONE INC COM	20,989	$3.1M	0.22%
115	SPYINEOS S&P 500 HIGH INCOME ETF	62,305	$3.1M	0.22%
116	HDHOME DEPOT INC COM	8,513	$3.1M	0.21%
117	LINLINDE PLC SHS	6,583	$3.1M	0.21%
118	AMDADVANCED MICRO DEVICES INC COM	21,727	$3.1M	0.21%
119	ENSGENSIGN GROUP INC COM	19,867	$3.1M	0.21%
120	ABBVABBVIE INC COM	16,406	$3.0M	0.21%
121	CGCPCAPITAL GROUP CORE PLUS INCOME ETF	135,280	$3.0M	0.21%
122	A4SAMERIPRISE FINL INC COM	5,664	$3.0M	0.21%
123	PNOVINNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER	76,017	$3.0M	0.21%
124	KMIKINDER MORGAN INC DEL COM	101,726	$3.0M	0.21%
125	EYLDCAMBRIA EMERGING SHAREHOLDER YIELD ETF	81,438	$2.9M	0.20%
126	CBCHUBB LIMITED COM	10,012	$2.9M	0.20%
127	SBUXSTARBUCKS CORP COM	31,271	$2.9M	0.20%
128	WELLWELLTOWER INC COM	18,611	$2.9M	0.20%
129	BCCCGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF	64,432	$2.8M	0.19%
130	CLSCELESTICA INC COM	17,982	$2.8M	0.19%
131	PNWPINNACLE WEST CAP CORP COM	31,335	$2.8M	0.19%
132	RGLDROYAL GOLD INC COM	15,672	$2.8M	0.19%
133	FTGCFIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND	112,759	$2.8M	0.19%
134	MCDMCDONALDS CORP COM	9,487	$2.8M	0.19%
135	RWLINVESCO S&P 500 REVENUE ETF	26,246	$2.7M	0.19%
136	LLYELI LILLY & CO COM	3,505	$2.7M	0.19%
137	INGRINGREDION INC COM	20,035	$2.7M	0.19%
138	ITWILLINOIS TOOL WKS INC COM	10,964	$2.7M	0.19%
139	PWRQUANTA SVCS INC COM	7,032	$2.7M	0.18%
140	YEARAB ULTRA SHORT INCOME ETF	51,881	$2.6M	0.18%
141	GDGENERAL DYNAMICS CORP COM	8,939	$2.6M	0.18%
142	IVEISHARES S&P 500 VALUE ETF	13,259	$2.6M	0.18%
143	DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND	30,902	$2.6M	0.18%
144	EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF	27,872	$2.6M	0.18%
145	AJGGALLAGHER ARTHUR J & CO COM	8,009	$2.6M	0.18%
146	JAAAJANUS HENDERSON AAA CLO ETF	49,567	$2.5M	0.17%
147	BIDUNBAIDU INC SPON ADR REP A	28,915	$2.5M	0.17%
148	TELTE CONNECTIVITY PLC ORD SHS	14,655	$2.5M	0.17%
149	NEMNEWMONT CORP COM	41,852	$2.4M	0.17%
150	RMERESMED INC COM	9,433	$2.4M	0.17%
151	XBISPDR S&P BIOTECH ETF	29,244	$2.4M	0.17%
152	XLVHEALTH CARE SELECT SECTOR SPDR FUND	17,735	$2.4M	0.16%
153	OIHVANECK OIL SERVICES ETF	10,326	$2.4M	0.16%
154	PEPPEPSICO INC COM	17,971	$2.4M	0.16%
155	PFFISHARES PREFERRED & INCOME SECURITIES ETF	76,908	$2.4M	0.16%
156	HWMHOWMET AEROSPACE INC COM	12,528	$2.3M	0.16%
157	PAYXPAYCHEX INC COM	15,932	$2.3M	0.16%
158	IAU*ISHARES GOLD TRUST	37,150	$2.3M	0.16%
159	JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF	42,583	$2.3M	0.16%
160	CMECME GROUP INC COM	8,323	$2.3M	0.16%
161	CEGCONSTELLATION ENERGY CORP COM	7,097	$2.3M	0.16%
162	BSTPINNOVATOR BUFFER STEP-UP STRATEGY ETF	65,868	$2.3M	0.16%
163	IWRISHARES RUSSELL MIDCAP ETF	24,383	$2.2M	0.15%
164	CGNGCAPITAL GROUP NEW GEOGRAPHY EQUITY ETF	77,640	$2.2M	0.15%
165	IWSISHARES RUSSELL MID-CAP VALUE ETF	16,880	$2.2M	0.15%
166	KNGFT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF	45,077	$2.2M	0.15%
167	ACNACCENTURE PLC IRELAND SHS CLASS A	7,347	$2.2M	0.15%
168	SPHYSPDR PORTFOLIO HIGH YIELD BOND ETF	91,899	$2.2M	0.15%
169	FTGSFIRST TRUST GROWTH STRENGTH ETF	63,792	$2.2M	0.15%
170	EWYISHARES MSCI SOUTH KOREA ETF	30,300	$2.2M	0.15%
171	HDVISHARES CORE HIGH DIVIDEND ETF	18,051	$2.1M	0.15%
172	PFEPFIZER INC COM	87,137	$2.1M	0.15%
173	XLEENERGY SELECT SECTOR SPDR FUND	24,889	$2.1M	0.15%
174	FCXFREEPORT-MCMORAN INC CL B	48,585	$2.1M	0.14%
175	LHXL3HARRIS TECHNOLOGIES INC COM	8,381	$2.1M	0.14%
176	CATCATERPILLAR INC COM	5,400	$2.1M	0.14%
177	MGCVANGUARD MEGA CAP ETF	9,280	$2.1M	0.14%
178	COMDIREXION AUSPICE BROAD COMMODITY STRATEGY ETF	74,529	$2.1M	0.14%
179	LMATLEMAITRE VASCULAR INC COM	24,610	$2.0M	0.14%
180	SPSBSPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF	67,605	$2.0M	0.14%
181	GEGE AEROSPACE COM NEW	7,862	$2.0M	0.14%
182	GOOGALPHABET INC CAP STK CL C	11,233	$2.0M	0.14%
183	CRWDCROWDSTRIKE HLDGS INC CL A	3,882	$2.0M	0.14%
184	AEPAMERICAN ELEC PWR CO INC COM	18,958	$2.0M	0.14%
185	VVVANGUARD LARGE-CAP ETF	6,861	$2.0M	0.13%
186	AMANTERO MIDSTREAM CORP COM	103,233	$2.0M	0.13%
187	XLFFINANCIAL SELECT SECTOR SPDR FUND	36,276	$1.9M	0.13%
188	VRTXVERTEX PHARMACEUTICALS INC COM	4,216	$1.9M	0.13%
189	KOCOCA COLA CO COM	25,944	$1.8M	0.13%
190	IUSVISHARES CORE S&P US VALUE ETF	19,301	$1.8M	0.13%
191	GJUNFT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE	48,151	$1.8M	0.12%
192	FTCSFIRST TRUST CAPITAL STRENGTH ETF	19,804	$1.8M	0.12%
193	BSVVANGUARD SHORT-TERM BOND ETF	22,545	$1.8M	0.12%
194	SPYMSPDR PORTFOLIO S&P 500 ETF	24,119	$1.8M	0.12%
195	XLGINVESCO S&P 500 TOP 50 ETF	33,460	$1.7M	0.12%
196	ICOWPACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF	51,081	$1.7M	0.12%
197	HTGCHERCULES CAPITAL INC COM	94,063	$1.7M	0.12%
198	ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF	9,104	$1.7M	0.12%
199	AGGISHARES CORE U.S. AGGREGATE BOND ETF	17,283	$1.7M	0.12%
200	CCOCAMECO CORP COM	23,055	$1.7M	0.12%

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