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)

StockValue
FLOTISHARES FLOATING RATE BOND ETF
$943K
AMTAMERICAN TOWER CORP NEW COM
$941K
QTUMDEFIANCE QUANTUM ETF
$940K
SIXJALLIANZIM U.S. LARGE CAP 6 MONTH BUFFER10 JAN/JUL ETF
$936K
COFCAPITAL ONE FINL CORP COM
$936K
DHRDANAHER CORPORATION COM
$936K
IJSISHARES S&P SMALL-CAP 600 VALUE ETF
$925K
CGMSCAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
$924K
APDAIR PRODS & CHEMS INC COM
$923K
NUENUCOR CORP COM
$914K
SFLOVICTORYSHARES SMALL CAP FREE CASH FLOW ETF
$908K
SFMSPROUTS FMRS MKT INC COM
$907K
EMDVPROSHARES MSCI EMERGING MARKETS DIVIDEND GROWERS ETF
$907K
SIXOALLIANZIM U.S. LARGE CAP 6 MONTH BUFFER10 APR/OCT ETF
$906K
VDEVANGUARD ENERGY ETF
$897K
VNQVANGUARD REAL ESTATE ETF
$892K
EQWLINVESCO S&P 100 EQUAL WEIGHT ETF
$888K
RRCRANGE RES CORP COM
$872K
JANWALLIANZIM U.S. LARGE CAP BUFFER20 JAN ETF
$871K
UTHUNITED THERAPEUTICS CORP DEL COM
$865K
RDVIFT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
$864K
SCCOSOUTHERN COPPER CORP COM
$859K
ENBENBRIDGE INC COM
$853K
SKORFLEXSHARES CREDIT-SCORED US CORPORATE BOND INDEX FUND
$851K
KNSLKINSALE CAP GROUP INC COM
$850K
CFCF INDS HLDGS INC COM
$847K
TSLXSIXTH STREET SPECIALTY LENDING COM
$845K
FTHIFIRST TRUST BUYWRITE INCOME ETF
$844K
HYGHISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF
$840K
PDBCINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
$840K
VONGVANGUARD RUSSELL 1000 GROWTH ETF
$840K
COWGPACER US LARGE CAP CASH COWS GROWTH LEADERS ETF
$838K
FXUFIRST TRUST UTILITIES ALPHADEX FUND
$835K
QQQMINVESCO NASDAQ 100 ETF
$824K
XLIINDUSTRIAL SELECT SECTOR SPDR FUND
$821K
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
$818K
TGLSTECNOGLASS INC ORD SHS
$817K
ARKTARK NEXT GENERATION INTERNET ETF
$813K
DWDMORGAN STANLEY COM NEW
$812K
CGGRCAPITAL GROUP GROWTH ETF
$806K
VNOMUSDVIPER ENERGY INC CL A
$801K
DOVDOVER CORP COM
$797K
TXNTEXAS INSTRS INC COM
$795K
POCTINNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER
$789K
HALOHALOZYME THERAPEUTICS INC COM
$785K
UNPUNION PAC CORP COM
$783K
FIXCOMFORT SYS USA INC COM
$780K
ACWIISHARES MSCI ACWI ETF
$776K
DGXQUEST DIAGNOSTICS INC COM
$775K
EOGEOG RES INC COM
$774K
FAIFIRST TRUST DORSEY WRIGHT FOCUS 5 ETF
$770K
KRKROGER CO COM
$768K
IUSBISHARES CORE TOTAL USD BOND MARKET ETF
$765K
BGXBLACKSTONE LONG SHORT CR INCOM COM SHS BN INT
$763K
SCHFSCHWAB INTERNATIONAL EQUITY ETF
$761K
LTTIFT VEST 20 YEAR TREASURY & TARGET INCOME ETF
$760K
HFROHIGHLAND OPPS & INCOME FD HIGHLAND INCOME
$759K
FMHIFIRST TRUST MUNICIPAL HIGH INCOME ETF
$758K
BKBANK NEW YORK MELLON CORP COM
$754K
VFLOVICTORYSHARES FREE CASH FLOW ETF
$750K
FTNTFORTINET INC COM
$749K
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF
$742K
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF
$741K
LMTLOCKHEED MARTIN CORP COM
$741K
BUFQFT VEST LADDERED NASDAQ BUFFER ETF
$737K
JMTGJPMORGAN MORTGAGE-BACKED SECURITIES ETF
$736K
CGGOCAPITAL GROUP GLOBAL GROWTH EQUITY ETF
$734K
GILDGILEAD SCIENCES INC COM
$731K
EMFTEMPLETON EMERGING MKTS FD COM
$730K
IWPISHARES RUSSELL MID-CAP GROWTH ETF
$729K
VAWVANGUARD MATERIALS ETF
$728K
RVTROYCE SMALL CAP TRUST INC COM
$721K
PRUPRUDENTIAL FINL INC COM
$720K
OREALTY INCOME CORP COM
$719K
MUBISHARES NATIONAL MUNI BOND ETF
$717K
MDTMEDTRONIC PLC SHS
$716K
VGTVANGUARD INFORMATION TECHNOLOGY ETF
$715K
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
$715K
SOSOUTHERN CO COM
$705K
AQLTISHARES SELECT DIVIDEND ETF
$704K
KJANINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY
$702K
MGKVANGUARD MEGA CAP GROWTH ETF
$694K
ECOWPACER EMERGING MARKETS CASH COWS 100 ETF
$690K
HBC2HSBC HLDGS PLC SPON ADR NEW
$688K
DUKDUKE ENERGY CORP NEW COM NEW
$688K
VRIGINVESCO VARIABLE RATE INVESTMENT GRADE ETF
$686K
UDECINNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER
$684K
IGEBISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF
$677K
CSXCSX CORP COM
$668K
FCNCAFIRST CTZNS BANCSHARES INC DEL CL A
$665K
IWMISHARES RUSSELL 2000 ETF
$665K
AIRRFIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
$659K
UNHUNITEDHEALTH GROUP INC COM
$659K
JULWALLIANZIM U.S. LARGE CAP BUFFER20 JUL ETF
$657K
OCTWALLIANZIM U.S. LARGE CAP BUFFER20 OCT ETF
$638K
AMLPALERIAN MLP ETF
$635K
GBDCGOLUB CAP BDC INC COM
$632K
CGMUCAPITAL GROUP MUNICIPAL INCOME ETF
$630K
APRWALLIANZIM US LARGE CAP BUFFER20 APR ETF
$627K
SAPSAP SE SPON ADR
$626K
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