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
PSAPUBLIC STORAGE OPER CO COM
$623K
AIQGLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
$621K
APHAMPHENOL CORP NEW CL A
$620K
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF
$619K
GSGOLDMAN SACHS GROUP INC COM
$613K
VOEVANGUARD MID-CAP VALUE ETF
$612K
MAINMAIN STR CAP CORP COM
$610K
HONHONEYWELL INTL INC COM
$601K
FICSFIRST TRUST INTERNATIONAL DEVELOPED CAPITAL STRENGTH ETF
$599K
KOCTINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBER
$597K
RWJINVESCO S&P SMALLCAP 600 REVENUE ETF
$592K
TPRTAPESTRY INC COM
$591K
GRIDFIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
$590K
SHOPSHOPIFY INC CL A SUB VTG SHS
$589K
FIWFIRST TRUST WATER ETF
$587K
KAPRINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL
$585K
RMBS*RAMBUS INC DEL COM
$582K
BCXBLACKROCK RES & COMMODITIES ST SHS
$577K
TMUST-MOBILE US INC COM
$577K
MOALTRIA GROUP INC COM
$576K
INTUINTUIT COM
$571K
LNTALLIANT ENERGY CORP COM
$571K
SMHVANECK SEMICONDUCTOR ETF
$571K
JRINUVEEN REAL ASSET INCOME & GRO COM
$567K
UTGREAVES UTIL INCOME FD COM SH BEN INT
$564K
NAKNORTHERN DYNASTY MINERALS LTD COM NEW
$561K
FYXFIRST TRUST SMALL CAP CORE ALPHADEX FUND
$560K
DRIDARDEN RESTAURANTS INC COM
$560K
MRVLMARVELL TECHNOLOGY INC COM
$559K
PHOINVESCO WATER RESOURCES ETF
$557K
KNGZFIRST TRUST S&P 500 DIVERSIFIED DIVIDEND ARISTOCRATS ETF
$555K
KMBKIMBERLY-CLARK CORP COM
$554K
FLXSFLEXSTEEL INDS INC COM
$552K
PAPRINNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL
$545K
BLOKAMPLIFY TRANSFORMATIONAL DATA SHARING ETF
$540K
NXDTNEXPOINT DIVERSIFIED REL ET TR COM NEW
$535K
DTDYNATRACE INC COM NEW
$535K
EFAISHARES MSCI EAFE ETF
$533K
SDVDFT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
$532K
HQHABRDN HEALTHCARE INVESTORS SH BEN INT
$530K
BSXBOSTON SCIENTIFIC CORP COM
$527K
RPVINVESCO S&P 500 PURE VALUE ETF
$527K
CGBLCAPITAL GROUP CORE BALANCED ETF
$518K
HTDHANCOCK JOHN TAX-ADVANTAGED DI COM
$517K
BSCSINVESCO BULLETSHARES 2028 CORPORATE BOND ETF
$516K
AVTAVNET INC COM
$514K
AVEMAVANTIS EMERGING MARKETS EQUITY ETF
$511K
AVDVAVANTIS INTERNATIONAL SMALL CAP VALUE ETF
$509K
BSCPINVESCO BULLETSHARES 2025 CORPORATE BOND ETF
$507K
IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
$501K
QQQINEOS NASDAQ 100 HIGH INCOME ETF
$498K
JANTALLIANZIM U.S. LARGE CAP BUFFER10 JAN ETF
$496K
DDOMINION ENERGY INC COM
$495K
IAPRINNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - APRIL
$495K
T7DTRANSDIGM GROUP INC COM
$494K
ISRGINTUITIVE SURGICAL INC COM NEW
$489K
COINCOINBASE GLOBAL INC COM CL A
$489K
INTCINTEL CORP COM
$488K
IJULINNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY
$487K
SOXXISHARES SEMICONDUCTOR ETF
$485K
EAPRINNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL
$483K
KKRKKR & CO INC COM
$481K
BSCRINVESCO BULLETSHARES 2027 CORPORATE BOND ETF
$479K
ICSHISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
$478K
GENGEN DIGITAL INC COM
$475K
VODVODAFONE GROUP PLC NEW SPONSORED ADR
$475K
PWBINVESCO LARGE CAP GROWTH ETF
$473K
QDPLPACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF
$473K
HIGHARTFORD INSURANCE GROUP INC COM
$472K
ROKROCKWELL AUTOMATION INC COM
$471K
JCIJOHNSON CTLS INTL PLC SHS
$468K
IQDGWISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND
$464K
TDIVFIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
$456K
CSLCARLISLE COS INC COM
$456K
ECLECOLAB INC COM
$456K
XBOEXBLACKROCK ENHANCED GLOBAL DIVI COM
$455K
VRTVERTIV HOLDINGS CO COM CL A
$455K
PNCPNC FINL SVCS GROUP INC COM
$453K
APOAPOLLO GLOBAL MGMT INC COM
$451K
UPSUNITED PARCEL SERVICE INC CL B
$451K
IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$451K
AUSFGLOBAL X ADAPTIVE U.S. FACTOR ETF
$448K
VTVANGUARD TOTAL WORLD STOCK ETF
$447K
BSCQINVESCO BULLETSHARES 2026 CORPORATE BOND ETF
$446K
MCKMCKESSON CORP COM
$442K
PPGPPG INDS INC COM
$437K
QBTSD-WAVE QUANTUM INC COM
$435K
DIAXNUVEEN DOW 30 DYNMC OVERWRT FD SHS
$434K
PTLINSPIRE 500 ETF
$430K
GJANFT VEST U.S. EQUITY MODERATE BUFFER ETF - JAN
$421K
GISGENERAL MLS INC COM
$421K
TIPISHARES TIPS BOND ETF
$420K
FTQIFIRST TRUST NASDAQ BUYWRITE INCOME ETF
$416K
AXPAMERICAN EXPRESS CO COM
$416K
MGNRAMERICAN BEACON GLG NATURAL RESOURCES ETF
$415K
CSQCALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT
$413K
SDOGALPS SECTOR DIVIDEND DOGS ETF
$412K
AROCARCHROCK INC COM
$410K
CALMCAL MAINE FOODS INC COM NEW
$410K
OWLBLUE OWL CAPITAL INC COM CL A
$404K
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