CIK 1109767
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Institutional 13F holdings & portfolio
Holdings
746
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 451–500 of 746
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GEV | GE VERNOVA INC COM | 1K | $500K+ | SH |
| CGMM | CAPITAL GROUP U.S. SMALL AND MID CAP ETF | 23K | $500K+ | SH |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 7K | $500K+ | SH |
| OCTW | ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF | 17K | $500K+ | SH |
| SDVD | FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | 30K | $500K+ | SH |
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | 17K | $500K+ | SH |
| SKOR | FLEXSHARES CREDIT-SCORED US CORPORATE BOND INDEX FUND | 13K | $500K+ | SH |
| OKLO | OKLO INC COM CL A | 9K | $500K+ | SH |
| HQH | ABRDN HEALTHCARE INVESTORS SH BEN INT | 34K | $500K+ | SH |
| FTAI | FTAI AVIATION LTD SHS | 3K | $500K+ | SH |
| GSK | GSK PLC SPONSORED ADR | 13K | $500K+ | SH |
| NXDT | NEXPOINT DIVERSIFIED REL ET TR COM NEW | 165K | $500K+ | SH |
| CSX | CSX CORP COM | 17K | $500K+ | SH |
| BCX | BLACKROCK RES & COMMODITIES ST SHS | 57K | $500K+ | SH |
| ISRG | INTUITIVE SURGICAL INC COM NEW | 1K | $500K+ | SH |
| VOE | VANGUARD MID-CAP VALUE ETF | 4K | $500K+ | SH |
| FTQI | FIRST TRUST NASDAQ BUYWRITE INCOME ETF | 30K | $500K+ | SH |
| MRVL | MARVELL TECHNOLOGY INC COM | 7K | $500K+ | SH |
| APRW | ALLIANZIM U.S. EQUITY BUFFER20 APR ETF | 18K | $500K+ | SH |
| KAPR | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL | 18K | $500K+ | SH |
| CI | THE CIGNA GROUP COM | 2K | $500K+ | SH |
| RPV | INVESCO S&P 500 PURE VALUE ETF | 6K | $500K+ | SH |
| FYX | FIRST TRUST SMALL CAP CORE ALPHADEX FUND | 5K | $500K+ | SH |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 6K | $500K+ | SH |
| KOCT | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBER | 18K | $500K+ | SH |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | 25K | $500K+ | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | 18K | $500K+ | SH |
| OEF | ISHARES S&P 100 ETF | 2K | $500K+ | SH |
| PHO | INVESCO WATER RESOURCES ETF | 8K | $500K+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED ETF | 17K | $500K+ | SH |
| FIW | FIRST TRUST WATER ETF | 5K | $500K+ | SH |
| JMTG | JPMORGAN MORTGAGE-BACKED SECURITIES ETF | 11K | $500K+ | SH |
| BKGI | BNY MELLON GLOBAL INFRASTRUCTURE INCOME ETF | 14K | $500K+ | SH |
| SHLD | GLOBAL X DEFENSE TECH ETF | 9K | $500K+ | SH |
| HON | HONEYWELL INTL INC COM | 3K | $500K+ | SH |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | 7K | $500K+ | SH |
| UTG | REAVES UTIL INCOME FD COM SH BEN INT | 16K | $500K+ | SH |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | 11K | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC CL B | 6K | $500K+ | SH |
| MO | ALTRIA GROUP INC COM | 10K | $500K+ | SH |
| GBDC | GOLUB CAP BDC INC COM | 42K | $500K+ | SH |
| LQTI | FT VEST INVESTMENT GRADE & TARGET INCOME ETF | 28K | $500K+ | SH |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | 24K | $500K+ | SH |
| ROK | ROCKWELL AUTOMATION INC COM | 1K | $500K+ | SH |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 12K | $500K+ | SH |
| PAPR | INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL | 14K | $500K+ | SH |
| URNM | SPROTT URANIUM MINERS ETF | 10K | $500K+ | SH |
| KMB | KIMBERLY-CLARK CORP COM | 5K | $500K+ | SH |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 10K | $500K+ | SH |
| MGNR | AMERICAN BEACON GLG NATURAL RESOURCES ETF | 13K | $500K+ | SH |