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 701–746 of 746
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| STEW | SRH TOTAL RETURN FUND INC COM | 12K | $100K–$500K | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 773 | $100K–$500K | SH |
| CLH | CLEAN HARBORS INC COM | 908 | $100K–$500K | SH |
| MRSH | MARSH COM | 1K | $100K–$500K | SH |
| KYN | KAYNE ANDERSON ENERGY INFRSTR COM | 17K | $100K–$500K | SH |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | 2K | $100K–$500K | SH |
| SRVR | PACER DATA & INFRASTRUCTURE REAL ESTATE ETF | 7K | $100K–$500K | SH |
| DOW | DOW INC COM | 9K | $100K–$500K | SH |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | 2K | $100K–$500K | SH |
| THQ | ABRDN HEALTHCARE OPPORTUNITIES SHS | 11K | $100K–$500K | SH |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 4K | $100K–$500K | SH |
| CGCV | CAPITAL GROUP CONSERVATIVE EQUITY ETF | 7K | $100K–$500K | SH |
| GSEP | FT VEST U.S. EQUITY MODERATE BUFFER ETF - SEPTEMBER | 5K | $100K–$500K | SH |
| TRP | TC ENERGY CORP COM | 4K | $100K–$500K | SH |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | 4K | $100K–$500K | SH |
| BSCV | INVESCO BULLETSHARES 2031 CORPORATE BOND ETF | 12K | $100K–$500K | SH |
| MTBA | SIMPLIFY MBS ETF | 4K | $100K–$500K | SH |
| HGER | HARBOR COMMODITY ALL-WEATHER STRATEGY ETF | 8K | $100K–$500K | SH |
| FNB | F N B CORP COM | 11K | $100K–$500K | SH |
| BDJ | BLACKROCK ENHANCED EQUITY DIVI COM | 19K | $100K–$500K | SH |
| HQL | ABRDN LIFE SCIENCES INVESTORS SH BEN INT | 11K | $100K–$500K | SH |
| PATH | UIPATH INC CL A | 10K | $100K–$500K | SH |
| SABA | SABA CAPITAL INCOME & OPPORTUN COM NEW | 20K | $100K–$500K | SH |
| LUNR | INTUITIVE MACHINES INC CLASS A COM | 10K | $100K–$500K | SH |
| JFR | NUVEEN FLOATING RATE INCOME FD COM | 20K | $100K–$500K | SH |
| AOD | ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT | 15K | $100K–$500K | SH |
| WIA | WESTERN ASSET / CLAYMORE INFLA COM SH BEN INT | 18K | $100K–$500K | SH |
| FCT | FIRST TR SR FLTG RATE INCOME F COM | 14K | $100K–$500K | SH |
| BGB | BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN | 12K | $100K–$500K | SH |
| NEA | NUVEEN AMT FREE QLTY MUN INCME COM | 11K | $100K–$500K | SH |
| DNP | DNP SELECT INCOME FD INC COM | 13K | $100K–$500K | SH |
| LEO | BNY MELLON STRATEGIC MUNS INC COM | 20K | $100K–$500K | SH |
| RQI | COHEN & STEERS QUALITY INCOME COM | 11K | $100K–$500K | SH |
| WIW | WESTERN AST INFL LKD OPP & INM COM | 15K | $100K–$500K | SH |
| VNDA | VANDA PHARMACEUTICALS INC COM | 14K | $100K–$500K | SH |
| BGY | BLACKROCK ENHANCED INTL DIV TR COM BENE INTER | 19K | $100K–$500K | SH |
| MMA | MIXED MARTIAL ARTS GROUP LTD ORD SHS | 100K | $100K–$500K | SH |
| IMRX | IMMUNEERING CORP CLASS A COM | 16K | $100K–$500K | SH |
| NVCT | NUVECTIS PHARMA INC COM | 13K | $50K–$100K | SH |
| MNKD | MANNKIND CORP COM NEW | 15K | $50K–$100K | SH |
| ANIX | ANIXA BIOSCIENCES INC COM | 23K | $50K–$100K | SH |
| HRZN | HORIZON TECHNOLOGY FIN CORP COM | 10K | $50K–$100K | SH |
| IGR | CBRE GBL REAL ESTATE INC FD COM | 14K | $50K–$100K | SH |
| SLQT | SELECTQUOTE INC COM | 32K | $15K–$50K | SH |
| HYPD | HYPERION DEFI INC COM NEW | 11K | $15K–$50K | SH |
| PLUG | PLUG POWER INC COM NEW | 13K | $15K–$50K | SH |