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 601–650 of 746
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FEMS | FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND | 8K | $100K–$500K | SH |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | 2K | $100K–$500K | SH |
| INTU | INTUIT COM | 521 | $100K–$500K | SH |
| DJUN | FT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE | 7K | $100K–$500K | SH |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 6K | $100K–$500K | SH |
| CTRA | COTERRA ENERGY INC COM | 13K | $100K–$500K | SH |
| FDVV | FIDELITY HIGH DIVIDEND ETF | 6K | $100K–$500K | SH |
| CTAS | CINTAS CORP COM | 2K | $100K–$500K | SH |
| XOP | STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | 3K | $100K–$500K | SH |
| APAM | ARTISAN PARTNERS ASSET MGMT IN CL A | 8K | $100K–$500K | SH |
| BFEB | INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY | 7K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 565 | $100K–$500K | SH |
| GPC | GENUINE PARTS CO COM | 3K | $100K–$500K | SH |
| COIN | COINBASE GLOBAL INC COM CL A | 1K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED CL A | 566 | $100K–$500K | SH |
| BE | BLOOM ENERGY CORP COM CL A | 4K | $100K–$500K | SH |
| GUT | GABELLI UTIL TR COM | 53K | $100K–$500K | SH |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | 3K | $100K–$500K | SH |
| ITM | VANECK INTERMEDIATE MUNI ETF | 7K | $100K–$500K | SH |
| XEL | XCEL ENERGY INC COM | 4K | $100K–$500K | SH |
| BXMX | NUVEEN S&P 500 BUY-WRITE INCOM COM | 21K | $100K–$500K | SH |
| C | CITIGROUP INC COM NEW | 3K | $100K–$500K | SH |
| VAL | VALARIS LTD CL A | 6K | $100K–$500K | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | 5K | $100K–$500K | SH |
| FEOE | FIRST EAGLE OVERSEAS EQUITY ETF | 6K | $100K–$500K | SH |
| GFEB | FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY | 7K | $100K–$500K | SH |
| DTCR | GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF | 14K | $100K–$500K | SH |
| UAL | UNITED AIRLS HLDGS INC COM | 3K | $100K–$500K | SH |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 3K | $100K–$500K | SH |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | 11K | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | 494 | $100K–$500K | SH |
| ROST | ROSS STORES INC COM | 2K | $100K–$500K | SH |
| GTO | INVESCO TOTAL RETURN BOND ETF | 6K | $100K–$500K | SH |
| JCPI | JPMORGAN INFLATION MANAGED BOND ETF | 6K | $100K–$500K | SH |
| FNV | FRANCO NEV CORP COM | 1K | $100K–$500K | SH |
| RWK | INVESCO S&P MIDCAP 400 REVENUE ETF | 2K | $100K–$500K | SH |
| AGI | ALAMOS GOLD INC NEW COM CL A | 8K | $100K–$500K | SH |
| BAB | INVESCO TAXABLE MUNICIPAL BOND ETF | 11K | $100K–$500K | SH |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 6K | $100K–$500K | SH |
| TIP | ISHARES TIPS BOND ETF | 3K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP COM | 2K | $100K–$500K | SH |
| RH | RH COM | 2K | $100K–$500K | SH |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | 8K | $100K–$500K | SH |
| CTVA | CORTEVA INC COM | 4K | $100K–$500K | SH |
| NVS | NOVARTIS AG SPONSORED ADR | 2K | $100K–$500K | SH |
| FSEC | FIDELITY INVESTMENT GRADE SECURITIZED ETF | 6K | $100K–$500K | SH |
| CSHI | NEOS ENHANCED INCOME 1-3 MONTH T-BILL ETF | 6K | $100K–$500K | SH |
| CGCB | CAPITAL GROUP CORE BOND ETF | 11K | $100K–$500K | SH |
| DHS | WISDOMTREE U.S. HIGH DIVIDEND FUND | 3K | $100K–$500K | SH |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 6K | $100K–$500K | SH |