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)

StockValue
SCHESCHWAB EMERGING MARKETS EQUITY ETF
$4K
IAU*ISHARES GOLD TRUST
$4K
PTLINSPIRE 500 ETF
$4K
HWKNHAWKINS INC COM
$4K
BACVERIZON COMMUNICATIONS INC COM
$4K
TSLATESLA INC COM
$4K
BXBLACKSTONE INC COM
$4K
PGPROCTER & GAMBLE CO COM
$4K
PSXPHILLIPS 66 COM
$4K
CGIECAPITAL GROUP INTERNATIONAL EQUITY ETF
$3K
PWRQUANTA SVCS INC COM
$3K
BIBLINSPIRE 100 ETF
$3K
BLKBLACKROCK INC COM
$3K
ABTABBOTT LABS COM
$3K
FCXFREEPORT-MCMORAN INC CL B
$3K
JAAAJANUS HENDERSON AAA CLO ETF
$3K
EYLDCAMBRIA EMERGING SHAREHOLDER YIELD ETF
$3K
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF
$3K
DEDEERE & CO COM
$3K
NEENEXTERA ENERGY INC COM
$3K
EFADPROSHARES MSCI EAFE DIVIDEND GROWERS ETF
$3K
IVEISHARES S&P 500 VALUE ETF
$3K
VTHRVANGUARD RUSSELL 3000 ETF
$3K
KMIKINDER MORGAN INC DEL COM
$3K
MIGASTRATEGY INC CL A NEW
$3K
QQQEDIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES
$3K
COPYTWEEDY BROWNE INSIDER VALUE ETF TRUST UNITS
$3K
BKNGBOOKING HOLDINGS INC COM
$3K
COFCAPITAL ONE FINL CORP COM
$3K
TELTE CONNECTIVITY PLC ORD SHS
$3K
ADIANALOG DEVICES INC COM
$3K
KTKT CORP SPONSORED ADR
$3K
CATCATERPILLAR INC COM
$3K
CIBRFIRST TRUST NASDAQ CYBERSECURITY ETF
$3K
RGLDROYAL GOLD INC COM
$3K
UNMUNUM GROUP COM
$3K
NEMNEWMONT CORP COM
$3K
LOWLOWES COS INC COM
$3K
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF
$3K
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$3K
FTGCFIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
$3K
ENSGENSIGN GROUP INC COM
$3K
BKDVBNY MELLON DYNAMIC VALUE ETF
$3K
CGCPCAPITAL GROUP CORE PLUS INCOME ETF
$3K
LINLINDE PLC SHS
$3K
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
$3K
VCLTVANGUARD LONG-TERM CORPORATE BOND ETF
$3K
LLYELI LILLY & CO COM
$3K
ONDSONDAS HOLDINGS INC COM NEW
$3K
CLSCELESTICA INC COM
$3K
HYGHISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF
$2K
GLWCORNING INC COM
$2K
KNGFT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
$2K
BCCCGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
$2K
FIXDFIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF
$2K
EWYISHARES MSCI SOUTH KOREA ETF
$2K
IWMISHARES RUSSELL 2000 ETF
$2K
JGROJPMORGAN ACTIVE GROWTH ETF
$2K
SIISPROTT INC COM NEW
$2K
ICOWPACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF
$2K
BLESINSPIRE GLOBAL HOPE ETF
$2K
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
$2K
SBUXSTARBUCKS CORP COM
$2K
IWSISHARES RUSSELL MID-CAP VALUE ETF
$2K
COMDIREXION AUSPICE BROAD COMMODITY STRATEGY ETF
$2K
PFFISHARES PREFERRED & INCOME SECURITIES ETF
$2K
RWLINVESCO S&P 500 REVENUE ETF
$2K
CGNGCAPITAL GROUP NEW GEOGRAPHY EQUITY ETF
$2K
RMERESMED INC COM
$2K
HDHOME DEPOT INC COM
$2K
CEGCONSTELLATION ENERGY CORP COM
$2K
CORZCORE SCIENTIFIC INC NEW COM
$2K
ITWILLINOIS TOOL WKS INC COM
$2K
AFLAFLAC INC COM
$2K
JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
$2K
PEPPEPSICO INC COM
$2K
VVVANGUARD LARGE-CAP ETF
$2K
CBCHUBB LIMITED COM
$2K
CCOCAMECO CORP COM
$2K
PFEPFIZER INC COM
$2K
MGCVANGUARD MEGA CAP ETF
$2K
WELLWELLTOWER INC COM
$2K
MRKMERCK & CO INC COM
$2K
PSEPINNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER
$2K
CRMSALESFORCE INC COM
$2K
ARESARES MANAGEMENT CORPORATION CL A COM STK
$2K
HDVISHARES CORE HIGH DIVIDEND ETF
$2K
XLESTATE STREET ENERGY SELECT SECTOR SPDR ETF
$2K
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND
$2K
HWMHOWMET AEROSPACE INC COM
$2K
FPEIFIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF
$2K
AEPAMERICAN ELEC PWR CO INC COM
$2K
OKEONEOK INC NEW COM
$2K
GEGE AEROSPACE COM NEW
$2K
LHXL3HARRIS TECHNOLOGIES INC COM
$2K
PNWPINNACLE WEST CAP CORP COM
$2K
FTGSFIRST TRUST GROWTH STRENGTH ETF
$2K
A4SAMERIPRISE FINL INC COM
$2K
CMECME GROUP INC COM
$2K
BSTPINNOVATOR BUFFER STEP-UP STRATEGY ETF
$2K
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