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 | Value |
|---|---|
MRKMERCK & CO INC COM | $1.7M |
BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $1.7M |
IUSGISHARES CORE S&P U.S. GROWTH ETF | $1.7M |
SIISPROTT INC COM NEW | $1.7M |
UJULINNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JULY | $1.7M |
DC4DEXCOM INC COM | $1.7M |
PSEPINNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER | $1.7M |
CGUSCAPITAL GROUP CORE EQUITY ETF | $1.6M |
IWOISHARES RUSSELL 2000 GROWTH ETF | $1.6M |
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF | $1.6M |
BABOEING CO COM | $1.6M |
PDECINNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER | $1.6M |
BBUSJPMORGAN BETABUILDERS U.S. EQUITY ETF | $1.6M |
IWDISHARES RUSSELL 1000 VALUE ETF | $1.6M |
ZTSZOETIS INC CL A | $1.6M |
JQUAJPMORGAN U.S. QUALITY FACTOR ETF | $1.6M |
WMBWILLIAMS COS INC COM | $1.6M |
SPGIS&P GLOBAL INC COM | $1.5M |
PJUNINNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE | $1.5M |
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND | $1.5M |
WMWASTE MGMT INC DEL COM | $1.5M |
VBRVANGUARD SMALL CAP VALUE ETF | $1.5M |
FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $1.5M |
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | $1.5M |
WECWEC ENERGY GROUP INC COM | $1.5M |
DISDISNEY WALT CO COM | $1.4M |
BNDVANGUARD TOTAL BOND MARKET ETF | $1.4M |
SYKSTRYKER CORPORATION COM | $1.4M |
FPEIFIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $1.4M |
EMOCLEARBRIDGE ENERGY MIDSTRM OPP COM | $1.4M |
BJUNINNOVATOR U.S. EQUITY BUFFER ETF - JUNE | $1.4M |
GWWGRAINGER W W INC COM | $1.4M |
CGIECAPITAL GROUP INTERNATIONAL EQUITY ETF | $1.4M |
TAT&T INC COM | $1.4M |
PJULINNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | $1.4M |
LMBSFIRST TRUST LOW DURATION OPPORTUNITIES ETF | $1.4M |
MGMTBALLAST SMALL/MID CAP ETF | $1.4M |
IHDGWISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | $1.3M |
PAUGINNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST | $1.3M |
DDTOINNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY | $1.3M |
IGEISHARES NORTH AMERICAN NATURAL RESOURCES ETF | $1.3M |
ETNEATON CORP PLC SHS | $1.3M |
URIUNITED RENTALS INC COM | $1.3M |
FDLFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $1.3M |
EVREVERCORE INC CLASS A | $1.3M |
JGROJPMORGAN ACTIVE GROWTH ETF | $1.3M |
XLFICONSUMER STAPLES SELECT SECTOR SPDR FUND | $1.3M |
FANGDIAMONDBACK ENERGY INC COM | $1.2M |
IWFISHARES RUSSELL 1000 GROWTH ETF | $1.2M |
WRBBERKLEY W R CORP COM | $1.2M |
BACBANK AMERICA CORP COM | $1.2M |
ISCBISHARES MORNINGSTAR SMALL-CAP ETF | $1.2M |
TWLOTWILIO INC CL A | $1.2M |
DGTSPDR GLOBAL DOW ETF | $1.2M |
CVSCVS HEALTH CORP COM | $1.2M |
VBVANGUARD SMALL-CAP ETF | $1.2M |
PEOADAM NAT RES FD INC COM | $1.2M |
AZOAUTOZONE INC COM | $1.2M |
FDXFEDEX CORP COM | $1.2M |
FBNDFIDELITY TOTAL BOND ETF | $1.2M |
QCOMQUALCOMM INC COM | $1.2M |
FTLSFIRST TRUST LONG/SHORT EQUITY ETF | $1.1M |
CITHE CIGNA GROUP COM | $1.1M |
SEIXVIRTUS SEIX SENIOR LOAN ETF | $1.1M |
URNMSPROTT URANIUM MINERS ETF | $1.1M |
MTGMGIC INVT CORP WIS COM | $1.1M |
JNKSPDR BLOOMBERG HIGH YIELD BOND ETF | $1.1M |
QUALISHARES MSCI USA QUALITY FACTOR ETF | $1.1M |
XPNDFIRST TRUST EXPANDED TECHNOLOGY ETF | $1.1M |
DYHTARGET CORP COM | $1.1M |
WFCWELLS FARGO CO NEW COM | $1.1M |
REGLPROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | $1.1M |
RIVRIVERNORTH OPPORTUNITIES FD IN COM | $1.1M |
GDXJVANECK JUNIOR GOLD MINERS ETF | $1.1M |
RSGREPUBLIC SVCS INC COM | $1.1M |
COPCONOCOPHILLIPS COM | $1.1M |
BUFRFT VEST LADDERED BUFFER ETF | $1.1M |
FNFABRINET SHS | $1.1M |
MMM3M CO COM | $1.0M |
FEGEFIRST EAGLE GLOBAL EQUITY ETF | $1.0M |
ANETARISTA NETWORKS INC COM SHS | $1.0M |
STLDSTEEL DYNAMICS INC COM | $1.0M |
CLCOLGATE PALMOLIVE CO COM | $1.0M |
AWGASBURY AUTOMOTIVE GROUP INC COM | $1.0M |
MLB1MERCADOLIBRE INC COM | $1.0M |
IJKISHARES S&P MID-CAP 400 GROWTH ETF | $1.0M |
JLSNUVEEN MORTGAGE AND INCOME FD COM | $997K |
XPEVXPENG INC ADS | $996K |
IHIISHARES U.S. MEDICAL DEVICES ETF | $993K |
ARDCARES DYNAMIC CR ALLOCATION FD COM | $991K |
PHPARKER-HANNIFIN CORP COM | $991K |
VHTVANGUARD HEALTH CARE ETF | $991K |
SMDVPROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF | $988K |
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $981K |
XYZBLOCK INC CL A | $980K |
FFORD MTR CO COM | $979K |
AMATAPPLIED MATLS INC COM | $975K |
PLMRPALOMAR HLDGS INC COM | $965K |
CGXUCAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $949K |
VLOVALERO ENERGY CORP COM | $946K |