NATIONS FINANCIAL GROUP INC, /IA/ /ADV Q4 2025 Filing
Filed January 26, 2026
Portfolio Value
$1.9T
Holdings
746
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (746 positions)
| Stock | Value |
|---|---|
NVDANVIDIA CORPORATION COM | $48.0M |
AAPLAPPLE INC COM | $44.0M |
MSFTMICROSOFT CORP COM | $40.0M |
GOOGLALPHABET INC CAP STK CL A | $31.0M |
VUGVANGUARD GROWTH ETF | $30.0M |
IJHISHARES CORE S&P MID-CAP ETF | $30.0M |
IWVISHARES RUSSELL 3000 ETF | $26.0M |
FBCGFIDELITY BLUE CHIP GROWTH ETF | $24.0M |
AMZNAMAZON COM INC COM | $22.0M |
XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $21.0M |
AVGOBROADCOM INC COM | $20.0M |
JPMJPMORGAN CHASE & CO. COM | $20.0M |
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | $19.0M |
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $17.0M |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $15.0M |
GQ9SPDR GOLD SHARES | $14.0M |
VOVANGUARD MID-CAP ETF | $13.0M |
CGDGCAPITAL GROUP DIVIDEND VALUE ETF | $12.0M |
SLVISHARES SILVER TRUST | $11.0M |
SCHXSCHWAB U.S. LARGE-CAP ETF | $11.0M |
XOMEXXON MOBIL CORP COM | $11.0M |
JCPBJPMORGAN CORE PLUS BOND ETF | $11.0M |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $11.0M |
VVISA INC COM CL A | $11.0M |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $11.0M |
IJRISHARES CORE S&P SMALL CAP ETF | $10.0M |
VTVVANGUARD VALUE ETF | $10.0M |
IMCGISHARES MORNINGSTAR MID-CAP GROWTH ETF | $10.0M |
IJJISHARES S&P MID-CAP 400 VALUE ETF | $10.0M |
AQLTISHARES CORE MSCI EAFE ETF | $9.0M |
SEASEABRIDGE GOLD INC COM | $9.0M |
TCAFT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $9.0M |
RSPINVESCO S&P 500 EQUAL WEIGHT ETF | $8.0M |
AVLVAVANTIS U.S. LARGE CAP VALUE ETF | $8.0M |
GOOGALPHABET INC CAP STK CL C | $8.0M |
IEIISHARES 3-7 YEAR TREASURY BOND ETF | $8.0M |
SPYMSTATE STREET SPDR PORTFOLIO S&P 500 ETF | $8.0M |
WMTWALMART INC COM | $8.0M |
EPDENTERPRISE PRODS PARTNERS L P COM | $8.0M |
URAGLOBAL X URANIUM ETF | $8.0M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $8.0M |
BABOEING CO COM | $7.0M |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $7.0M |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $7.0M |
FFLCFIDELITY FUNDAMENTAL LARGE CAP CORE ETF | $7.0M |
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $7.0M |
BABAALIBABA GROUP HLDG LTD SPONSORED ADS | $7.0M |
JNJJOHNSON & JOHNSON COM | $7.0M |
FTSLFIRST TRUST SENIOR LOAN FUND | $7.0M |
KLMNINVESCO S&P 500 MOMENTUM ETF | $7.0M |
SDVYFIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $7.0M |
STIPISHARES 0-5 YEAR TIPS BOND ETF | $7.0M |
DIVOAMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $6.0M |
VTIVANGUARD TOTAL STOCK MARKET ETF | $6.0M |
BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $6.0M |
ABGCENCORA INC COM | $6.0M |
CVXCHEVRON CORP NEW COM | $6.0M |
IBMINTERNATIONAL BUSINESS MACHS COM | $6.0M |
AMDADVANCED MICRO DEVICES INC COM | $6.0M |
RTXRTX CORPORATION COM | $6.0M |
BARGRANITESHARES GOLD SHARES | $6.0M |
IEMGISHARES CORE MSCI EMERGING MARKETS ETF | $6.0M |
FBNDFIDELITY TOTAL BOND ETF | $6.0M |
OBILUS TREASURY 12 MONTH BILL ETF | $6.0M |
FINSANGEL OAK FINL STRATEGIES INCM COM BEN INT | $6.0M |
CEF/USPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $5.0M |
PNOVINNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER | $5.0M |
BXMTBLACKSTONE MTG TR INC COM CL A | $5.0M |
PLTRPALANTIR TECHNOLOGIES INC CL A | $5.0M |
EMREMERSON ELEC CO COM | $5.0M |
IVWISHARES S&P 500 GROWTH ETF | $5.0M |
AMGNAMGEN INC COM | $5.0M |
COWZPACER US CASH COWS 100 ETF | $5.0M |
CALFPACER US SMALL CAP CASH COWS ETF | $5.0M |
PANWPALO ALTO NETWORKS INC COM | $5.0M |
ADPAUTOMATIC DATA PROCESSING INC COM | $5.0M |
GDXVANECK GOLD MINERS ETF | $5.0M |
ORCLORACLE CORP COM | $5.0M |
CSCOCISCO SYS INC COM | $5.0M |
LPLALPL FINL HLDGS INC COM | $5.0M |
SIVRABRDN PHYSICAL SILVER SHARES ETF | $5.0M |
GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF | $4.0M |
SCHESCHWAB EMERGING MARKETS EQUITY ETF | $4.0M |
IAU*ISHARES GOLD TRUST | $4.0M |
BACVERIZON COMMUNICATIONS INC COM | $4.0M |
HWKNHAWKINS INC COM | $4.0M |
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $4.0M |
TSLATESLA INC COM | $4.0M |
USTBVICTORYSHARES SHORT-TERM BOND ETF | $4.0M |
BXBLACKSTONE INC COM | $4.0M |
PTLINSPIRE 500 ETF | $4.0M |
ETENERGY TRANSFER L P COM UT LTD PTN | $4.0M |
ABBVABBVIE INC COM | $4.0M |
CFAVICTORYSHARES US 500 VOLATILITY WTD ETF | $4.0M |
PGPROCTER & GAMBLE CO COM | $4.0M |
RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $4.0M |
NFLXNETFLIX INC. COM | $4.0M |
PSXPHILLIPS 66 COM | $4.0M |
QQQEDIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES | $3.0M |
TELTE CONNECTIVITY PLC ORD SHS | $3.0M |
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