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 651–700 of 746
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | 9K | $100K–$500K | SH |
| EOG | EOG RES INC COM | 3K | $100K–$500K | SH |
| TJX | TJX COS INC NEW COM | 2K | $100K–$500K | SH |
| GIS | GENERAL MLS INC COM | 6K | $100K–$500K | SH |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 1K | $100K–$500K | SH |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | 6K | $100K–$500K | SH |
| PGX | INVESCO PREFERRED ETF | 24K | $100K–$500K | SH |
| HEI.A | HEICO CORP NEW CL A | 1K | $100K–$500K | SH |
| NFJ | VIRTUS DIVIDEND INTEREST & PR COM | 20K | $100K–$500K | SH |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 3K | $100K–$500K | SH |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | 2K | $100K–$500K | SH |
| DFEB | FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY | 5K | $100K–$500K | SH |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | 8K | $100K–$500K | SH |
| FITB | FIFTH THIRD BANCORP COM | 5K | $100K–$500K | SH |
| PMAR | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH | 5K | $100K–$500K | SH |
| BP | BP PLC SPONSORED ADR | 7K | $100K–$500K | SH |
| USB | US BANCORP DEL COM NEW | 5K | $100K–$500K | SH |
| SIL | GLOBAL X SILVER MINERS ETF | 3K | $100K–$500K | SH |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | 792 | $100K–$500K | SH |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 7K | $100K–$500K | SH |
| BUFF | INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF | 5K | $100K–$500K | SH |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | 5K | $100K–$500K | SH |
| JPSE | JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF | 5K | $100K–$500K | SH |
| NOW | SERVICENOW INC COM | 2K | $100K–$500K | SH |
| IBUY | AMPLIFY ONLINE RETAIL ETF | 3K | $100K–$500K | SH |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | 4K | $100K–$500K | SH |
| JULT | ALLIANZIM U.S. EQUITY BUFFER10 JUL ETF | 5K | $100K–$500K | SH |
| OCTT | ALLIANZIM U.S. EQUITY BUFFER10 OCT ETF | 5K | $100K–$500K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | 662 | $100K–$500K | SH |
| AON | AON PLC SHS CL A | 654 | $100K–$500K | SH |
| FXH | FIRST TRUST HEALTH CARE ALPHADEX FUND | 2K | $100K–$500K | SH |
| APRT | ALLIANZIM U.S. EQUITY BUFFER10 APR ETF | 5K | $100K–$500K | SH |
| KF | KOREA FD INC COM NEW | 6K | $100K–$500K | SH |
| WTRG | ESSENTIAL UTILS INC COM | 6K | $100K–$500K | SH |
| DWAS | INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF | 2K | $100K–$500K | SH |
| MPB | MID PENN BANCORP INC COM | 7K | $100K–$500K | SH |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | 975 | $100K–$500K | SH |
| EDOW | FIRST TRUST DOW 30 EQUAL WEIGHT ETF | 5K | $100K–$500K | SH |
| IWB | ISHARES RUSSELL 1000 ETF | 597 | $100K–$500K | SH |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | 6K | $100K–$500K | SH |
| BSMQ | INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF | 9K | $100K–$500K | SH |
| BSMU | INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF | 10K | $100K–$500K | SH |
| GOCT | FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER | 6K | $100K–$500K | SH |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | 5K | $100K–$500K | SH |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | 8K | $100K–$500K | SH |
| AJG | GALLAGHER ARTHUR J & CO COM | 832 | $100K–$500K | SH |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | 4K | $100K–$500K | SH |
| BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | 11K | $100K–$500K | SH |
| BSMR | INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF | 9K | $100K–$500K | SH |
| BSCU | INVESCO BULLETSHARES 2030 CORPORATE BOND ETF | 13K | $100K–$500K | SH |