NATIONS FINANCIAL GROUP INC, /IA/ /ADV Q4 2024 Filing
Filed January 30, 2025
Portfolio Value
$1.4B
Holdings
667
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (667 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | LINLINDE PLC SHS | 8,041 | $3.4T | 246366.10% | |
| 102 | MCDMCDONALDS CORP COM | 11,601 | $3.4T | 246123.22% | |
| 103 | HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 41,228 | $3.2T | 237297.71% | |
| 104 | STIPISHARES 0-5 YEAR TIPS BOND ETF | 31,807 | $3.2T | 234167.37% | |
| 105 | PEPPEPSICO INC COM | 20,977 | $3.2T | 233432.78% | |
| 106 | CASYCASEYS GEN STORES INC COM | 7,985 | $3.2T | 231533.91% | |
| 107 | ABGCENCORA INC COM | 13,971 | $3.1T | 229728.63% | |
| 108 | CEF/USPROTT PHYSICAL GOLD & SILVER TR UNIT | 129,570 | $3.1T | 225290.63% | |
| 109 | TTTRANE TECHNOLOGIES PLC SHS | 8,312 | $3.1T | 224665.24% | |
| 110 | KTKT CORP SPONSORED ADR | 197,000 | $3.1T | 223743.39% | |
| 111 | QCOMQUALCOMM INC COM | 19,874 | $3.1T | 223425.57% | |
| 112 | DEDEERE & CO COM | 7,111 | $3.0T | 220492.22% | |
| 113 | VTHRVANGUARD RUSSELL 3000 ETF | 11,549 | $3.0T | 219525.22% | |
| 114 | SEASEABRIDGE GOLD INC COM | 262,737 | $3.0T | 219381.06% | |
| 115 | GDGENERAL DYNAMICS CORP COM | 11,361 | $3.0T | 219076.48% | |
| 116 | A4SAMERIPRISE FINL INC COM | 5,606 | $3.0T | 218427.82% | |
| 117 | PNOVINNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER | 77,801 | $2.9T | 215639.22% | |
| 118 | PANWPALO ALTO NETWORKS INC COM | 16,051 | $2.9T | 213732.37% | |
| 119 | VIGVANGUARD DIVIDEND APPRECIATION ETF | 14,738 | $2.9T | 211214.47% | |
| 120 | USTBVICTORYSHARES SHORT-TERM BOND ETF | 57,223 | $2.9T | 210219.00% | |
| 121 | UNMUNUM GROUP COM | 39,231 | $2.9T | 209666.20% | |
| 122 | URNMSPROTT URANIUM MINERS ETF | 70,693 | $2.8T | 208536.22% | |
| 123 | RWLINVESCO S&P 500 REVENUE ETF | 28,777 | $2.8T | 206215.18% | |
| 124 | IJTISHARES S&P SMALL-CAP 600 GROWTH ETF | 20,742 | $2.8T | 205481.62% | |
| 125 | MRKMERCK & CO INC COM | 28,182 | $2.8T | 205163.58% | |
| 126 | KMIKINDER MORGAN INC DEL COM | 102,255 | $2.8T | 205034.86% | |
| 127 | PAYXPAYCHEX INC COM | 19,844 | $2.8T | 203633.75% | |
| 128 | EFADPROSHARES MSCI EAFE DIVIDEND GROWERS ETF | 73,905 | $2.7T | 200103.62% | |
| 129 | XBISPDR S&P BIOTECH ETF | 29,937 | $2.7T | 197307.64% | |
| 130 | XLVHEALTH CARE SELECT SECTOR SPDR FUND | 19,595 | $2.7T | 197275.29% | |
| 131 | RGTIRIGETTI COMPUTING INC COMMON STOCK | 174,959 | $2.7T | 195381.32% | |
| 132 | INGRINGREDION INC COM | 19,355 | $2.7T | 194839.79% | |
| 133 | EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 29,888 | $2.7T | 194751.02% | |
| 134 | CIBRFIRST TRUST NASDAQ CYBERSECURITY ETF | 41,657 | $2.6T | 193427.63% | |
| 135 | JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 46,436 | $2.6T | 191592.94% | |
| 136 | ENSGENSIGN GROUP INC COM | 19,649 | $2.6T | 191041.82% | |
| 137 | VOOVANGUARD S&P 500 ETF | 4,795 | $2.6T | 189069.77% | |
| 138 | BCCCGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | 63,682 | $2.6T | 188321.21% | |
| 139 | IVEISHARES S&P 500 VALUE ETF | 13,472 | $2.6T | 188195.05% | |
| 140 | DYHTARGET CORP COM | 19,023 | $2.6T | 188189.26% | |
| 141 | ABBVABBVIE INC COM | 14,003 | $2.5T | 182100.84% | |
| 142 | CGCPCAPITAL GROUP CORE PLUS INCOME ETF | 111,834 | $2.5T | 181686.42% | |
| 143 | XLEENERGY SELECT SECTOR SPDR FUND | 28,779 | $2.5T | 180406.43% | |
| 144 | PFFISHARES PREFERRED & INCOME SECURITIES ETF | 78,006 | $2.5T | 179474.70% | |
| 145 | PWRQUANTA SVCS INC COM | 7,658 | $2.4T | 177119.99% | |
| 146 | HUBBHUBBELL INC COM | 5,652 | $2.4T | 173258.43% | |
| 147 | CEECENTRAL & EASTERN EUROPE FD IN COM | 216,566 | $2.4T | 173063.40% | |
| 148 | DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 28,966 | $2.3T | 171551.43% | |
| 149 | BXBLACKSTONE INC COM | 13,578 | $2.3T | 171331.96% | |
| 150 | SPSBSPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 77,726 | $2.3T | 169843.41% | |
| 151 | RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 39,153 | $2.3T | 169452.56% | |
| 152 | PNWPINNACLE WEST CAP CORP COM | 27,134 | $2.3T | 168328.00% | |
| 153 | FTGCFIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | 95,992 | $2.3T | 168101.87% | |
| 154 | CRMSALESFORCE INC COM | 6,810 | $2.3T | 166622.17% | |
| 155 | AJGGALLAGHER ARTHUR J & CO COM | 7,960 | $2.3T | 165346.21% | |
| 156 | YEARAB ULTRA SHORT INCOME ETF | 44,352 | $2.2T | 163423.26% | |
| 157 | APPAPPLOVIN CORP COM CL A | 6,800 | $2.2T | 161145.53% | |
| 158 | ANETARISTA NETWORKS INC COM SHS | 19,888 | $2.2T | 160865.76% | |
| 159 | LHXL3HARRIS TECHNOLOGIES INC COM | 10,423 | $2.2T | 160406.41% | |
| 160 | EYLDCAMBRIA EMERGING SHAREHOLDER YIELD ETF | 69,938 | $2.2T | 160248.34% | |
| 161 | VCLTVANGUARD LONG-TERM CORPORATE BOND ETF | 29,147 | $2.2T | 159506.44% | |
| 162 | IWRISHARES RUSSELL MIDCAP ETF | 24,532 | $2.2T | 158706.22% | |
| 163 | GOOGALPHABET INC CAP STK CL C | 11,386 | $2.2T | 158685.73% | |
| 164 | LMATLEMAITRE VASCULAR INC COM | 23,492 | $2.2T | 158401.94% | |
| 165 | TIPISHARES TIPS BOND ETF | 19,852 | $2.1T | 154793.43% | |
| 166 | PULSPGIM ULTRA SHORT BOND ETF | 42,679 | $2.1T | 154760.58% | |
| 167 | COMDIREXION AUSPICE BROAD COMMODITY STRATEGY ETF | 72,948 | $2.1T | 151182.00% | |
| 168 | CMCSACOMCAST CORP NEW CL A | 55,027 | $2.1T | 151129.09% | |
| 169 | RPVINVESCO S&P 500 PURE VALUE ETF | 22,869 | $2.1T | 150971.17% | |
| 170 | ZTSZOETIS INC CL A | 12,554 | $2.0T | 149691.62% | |
| 171 | EVREVERCORE INC CLASS A | 7,331 | $2.0T | 148707.57% | |
| 172 | HDVISHARES CORE HIGH DIVIDEND ETF | 17,951 | $2.0T | 147478.22% | |
| 173 | XLGINVESCO S&P 500 TOP 50 ETF | 40,093 | $2.0T | 146582.86% | |
| 174 | RMERESMED INC COM | 8,728 | $2.0T | 146067.67% | |
| 175 | MGCVANGUARD MEGA CAP ETF | 9,252 | $2.0T | 143996.46% | |
| 176 | TELTE CONNECTIVITY PLC ORD SHS | 13,702 | $2.0T | 143357.75% | |
| 177 | IWSISHARES RUSSELL MID-CAP VALUE ETF | 15,110 | $2.0T | 143021.26% | |
| 178 | SPGIS&P GLOBAL INC COM | 3,922 | $2.0T | 142953.06% | |
| 179 | CATCATERPILLAR INC COM | 5,366 | $1.9T | 142466.56% | |
| 180 | GWWGRAINGER W W INC COM | 1,836 | $1.9T | 141625.50% | |
| 181 | GDXVANECK GOLD MINERS ETF | 56,375 | $1.9T | 139897.50% | |
| 182 | LLYELI LILLY & CO COM | 2,474 | $1.9T | 139817.01% | |
| 183 | VVVANGUARD LARGE-CAP ETF | 6,913 | $1.9T | 136451.68% | |
| 184 | HTGCHERCULES CAPITAL INC COM | 92,447 | $1.9T | 135914.54% | |
| 185 | IWDISHARES RUSSELL 1000 VALUE ETF | 10,021 | $1.9T | 135775.64% | |
| 186 | DHRDANAHER CORPORATION COM | 8,062 | $1.9T | 135443.11% | |
| 187 | HFROHIGHLAND OPPORTUNITIES HIGHLAND INCOME | 356,315 | $1.8T | 135330.27% | |
| 188 | BSVVANGUARD SHORT-TERM BOND ETF | 23,659 | $1.8T | 133788.00% | |
| 189 | XLFFINANCIAL SELECT SECTOR SPDR FUND | 37,295 | $1.8T | 131906.18% | |
| 190 | GJUNFT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE | 49,922 | $1.8T | 131518.47% | |
| 191 | TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 9,004 | $1.8T | 130138.88% | |
| 192 | BSTPINNOVATOR BUFFER STEP-UP STRATEGY ETF | 52,095 | $1.7T | 126606.85% | |
| 193 | FTGSFIRST TRUST GROWTH STRENGTH ETF | 55,079 | $1.7T | 126563.38% | |
| 194 | IUSVISHARES CORE S&P US VALUE ETF | 18,501 | $1.7T | 125357.89% | |
| 195 | VBRVANGUARD SMALL CAP VALUE ETF | 8,616 | $1.7T | 124960.37% | |
| 196 | DGTSPDR GLOBAL DOW ETF | 12,872 | $1.7T | 124373.25% | |
| 197 | CGNGCAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | 68,017 | $1.7T | 123292.75% | |
| 198 | PLTRPALANTIR TECHNOLOGIES INC CL A | 21,885 | $1.7T | 121124.79% | |
| 199 | WECWEC ENERGY GROUP INC COM | 17,296 | $1.6T | 119029.87% | |
| 200 | AGGISHARES CORE U.S. AGGREGATE BOND ETF | 16,645 | $1.6T | 118036.67% |