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 |
|---|---|
XRNPXCOHEN & STEERS REIT & PFD & IN COM | $402K |
VALVALARIS LTD CL A | $401K |
FEMSFIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND | $398K |
BIBLINSPIRE 100 ETF | $391K |
TCPCBLACKROCK TCP CAPITAL CORP COM | $391K |
4I1PHILIP MORRIS INTL INC COM | $388K |
XOPSPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | $387K |
CTRACOTERRA ENERGY INC COM | $378K |
PMAYINNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY | $378K |
EDDMORGAN STANLEY EMERGING MKTS COM | $377K |
SDYSPDR S&P DIVIDEND ETF | $372K |
SGOVISHARES 0-3 MONTH TREASURY BOND ETF | $372K |
NLYANNALY CAPITAL MANAGEMENT INC COM NEW | $371K |
GARPISHARES MSCI USA QUALITY GARP ETF | $371K |
STAGSTAG INDL INC COM | $369K |
FNXFIRST TRUST MID CAP CORE ALPHADEX FUND | $368K |
FLRNSPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $365K |
HNDLSTRATEGY SHARES NASDAQ 7HANDL INDEX ETF | $364K |
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $363K |
CSHINEOS ENHANCED INCOME 1-3 MONTH T-BILL ETF | $363K |
BGRBLACKROCK ENERGY & RES TR COM | $362K |
AZNASTRAZENECA PLC SPONSORED ADR | $360K |
OEFISHARES S&P 100 ETF | $360K |
DBCINVESCO DB COMMODITY INDEX TRACKING FUND | $360K |
XLUUTILITIES SELECT SECTOR SPDR FUND | $357K |
CORZCORE SCIENTIFIC INC NEW COM | $356K |
OKLOOKLO INC COM CL A | $354K |
TYTRI CONTL CORP COM | $352K |
IYJISHARES U.S. INDUSTRIALS ETF | $352K |
CGWINVESCO S&P GLOBAL WATER INDEX ETF | $351K |
MCHPMICROCHIP TECHNOLOGY INC. COM | $351K |
WPMWHEATON PRECIOUS METALS CORP COM | $350K |
XGDVXGABELLI DIVID & INCOME TR COM | $350K |
PJANINNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY | $345K |
KYNKAYNE ANDERSON ENERGY INFRSTR COM | $343K |
HYDVANECK HIGH YIELD MUNI ETF | $342K |
CGSDCAPITAL GROUP SHORT DURATION INCOME ETF | $342K |
IBBISHARES BIOTECHNOLOGY ETF | $342K |
CTRECARETRUST REIT INC COM | $341K |
IYY*ISHARES DOW JONES U.S. ETF | $340K |
BAPRINNOVATOR U.S. EQUITY BUFFER ETF - APRIL | $338K |
BABINVESCO TAXABLE MUNICIPAL BOND ETF | $328K |
AVDEAVANTIS INTERNATIONAL EQUITY ETF | $328K |
MRSHMARSH & MCLENNAN COS INC COM | $328K |
ADMARCHER DANIELS MIDLAND CO COM | $327K |
APAMARTISAN PARTNERS ASSET MGMT IN CL A | $327K |
DJUNFT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE | $326K |
CUBECUBESMART COM | $325K |
GPCGENUINE PARTS CO COM | $324K |
ITMVANECK INTERMEDIATE MUNI ETF | $322K |
SCHXSCHWAB U.S. LARGE-CAP ETF | $321K |
BFEBINNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY | $320K |
NXJNUVEEN NEW JERSEY QULT MUN FD COM | $316K |
SYLDCAMBRIA SHAREHOLDER YIELD ETF | $315K |
PHYS/USPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $314K |
IYWISHARES U.S. TECHNOLOGY ETF | $313K |
FTSMFIRST TRUST ENHANCED SHORT MATURITY ETF | $313K |
PSLV/USPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $310K |
GEVGE VERNOVA INC COM | $309K |
GUTGABELLI UTIL TR COM | $305K |
SJNKSPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $305K |
BROSDUTCH BROS INC CL A | $303K |
NOWSERVICENOW INC COM | $298K |
FNDASCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $296K |
FDVVFIDELITY HIGH DIVIDEND ETF | $295K |
USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $293K |
XFEBFT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY | $292K |
XBXMXNUVEEN S&P 500 BUY-WRITE INCOM COM | $290K |
LUMNLUMEN TECHNOLOGIES INC COM | $290K |
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $289K |
MPCMARATHON PETE CORP COM | $289K |
CTVACORTEVA INC COM | $287K |
SHYDVANECK SHORT HIGH YIELD MUNI ETF | $284K |
JULTALLIANZIM U.S. LARGE CAP BUFFER10 JUL ETF | $284K |
FELGFIDELITY ENHANCED LARGE CAP GROWTH ETF | $283K |
XLBMATERIALS SELECT SECTOR SPDR FUND | $282K |
ELVELEVANCE HEALTH INC COM | $282K |
BMYBRISTOL-MYERS SQUIBB CO COM | $280K |
OCTTALLIANZIM U.S. LARGE CAP BUFFER10 OCT ETF | $280K |
MDYSPDR S&P MIDCAP 400 ETF TRUST | $278K |
IONQIONQ INC COM | $276K |
SRVRPACER DATA & INFRASTRUCTURE REAL ESTATE ETF | $276K |
XFEBFIRST TRUST PREFERRED SECURITIES & INCOME ETF | $276K |
APRTALLIANZIM US LARGE CAP BUFFER10 APR ETF | $274K |
GAUGFT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST | $272K |
SCHBSCHWAB U.S. BROAD MARKET ETF | $269K |
BIVVANGUARD INTERMEDIATE-TERM BOND ETF | $268K |
HEIHEICO CORP NEW CL A | $265K |
JPSEJPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF | $263K |
CLHCLEAN HARBORS INC COM | $262K |
APPAPPLOVIN CORP COM CL A | $256K |
WCBRWISDOMTREE CYBERSECURITY FUND | $255K |
HUMHUMANA INC COM | $255K |
FNDCSCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $251K |
AEMAGNICO EAGLE MINES LTD COM | $250K |
GSEPFT VEST U.S. EQUITY MODERATE BUFFER ETF - SEPTEMBER | $250K |
SHVISHARES SHORT TREASURY BOND ETF | $249K |
ILCGISHARES MORNINGSTAR GROWTH ETF | $249K |
NFJVIRTUS DIVIDEND INTEREST & PR COM | $248K |
PGXINVESCO PREFERRED ETF | $248K |