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 401–450 of 746
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | 62K | $500K+ | SH |
| NAK | NORTHERN DYNASTY MINERALS LTD COM NEW | 418K | $500K+ | SH |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 16K | $500K+ | SH |
| BSEP | INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER | 17K | $500K+ | SH |
| GILD | GILEAD SCIENCES INC COM | 7K | $500K+ | SH |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 10K | $500K+ | SH |
| ECOW | PACER EMERGING MARKETS CASH COWS 100 ETF | 33K | $500K+ | SH |
| HUBB | HUBBELL INC COM | 2K | $500K+ | SH |
| VRIG | INVESCO VARIABLE RATE INVESTMENT GRADE ETF | 32K | $500K+ | SH |
| PLD | PROLOGIS INC. COM | 6K | $500K+ | SH |
| RVT | ROYCE SMALL CAP TRUST INC COM | 49K | $500K+ | SH |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | 13K | $500K+ | SH |
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 18K | $500K+ | SH |
| MDT | MEDTRONIC PLC SHS | 8K | $500K+ | SH |
| TSLX | SIXTH STREET SPECIALTY LENDING COM | 36K | $500K+ | SH |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 7K | $500K+ | SH |
| KNGZ | FIRST TRUST S&P 500 DIVERSIFIED DIVIDEND ARISTOCRATS ETF | 22K | $500K+ | SH |
| GPIX | GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | 15K | $500K+ | SH |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | 5K | $500K+ | SH |
| GBIL | ACCESS TREASURY 0-1 YEAR ETF | 8K | $500K+ | SH |
| ENB | ENBRIDGE INC COM | 16K | $500K+ | SH |
| VAW | VANGUARD MATERIALS ETF | 4K | $500K+ | SH |
| KJAN | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY | 18K | $500K+ | SH |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 18K | $500K+ | SH |
| MGK | VANGUARD MEGA CAP GROWTH ETF | 2K | $500K+ | SH |
| CGMU | CAPITAL GROUP MUNICIPAL INCOME ETF | 27K | $500K+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 14K | $500K+ | SH |
| O | REALTY INCOME CORP COM | 13K | $500K+ | SH |
| APP | APPLOVIN CORP COM CL A | 1K | $500K+ | SH |
| RMBS | RAMBUS INC DEL COM | 8K | $500K+ | SH |
| KR | KROGER CO COM | 12K | $500K+ | SH |
| LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | 20K | $500K+ | SH |
| HFRO | HIGHLAND OPPS & INCOME FD HIGHLAND INCOME | 122K | $500K+ | SH |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | 340 | $500K+ | SH |
| DG | DOLLAR GEN CORP NEW COM | 5K | $500K+ | SH |
| SMH | VANECK SEMICONDUCTOR ETF | 2K | $500K+ | SH |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 7K | $500K+ | SH |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | 7K | $500K+ | SH |
| APH | AMPHENOL CORP NEW CL A | 5K | $500K+ | SH |
| BGX | BLACKSTONE LONG SHORT CR INCOM COM SHS BN INT | 61K | $500K+ | SH |
| AMT | AMERICAN TOWER CORP NEW COM | 4K | $500K+ | SH |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 10K | $500K+ | SH |
| FLOT | ISHARES FLOATING RATE BOND ETF | 14K | $500K+ | SH |
| TXN | TEXAS INSTRS INC COM | 4K | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW COM NEW | 6K | $500K+ | SH |
| SCHP | SCHWAB US TIPS ETF | 26K | $500K+ | SH |
| AZN | ASTRAZENECA PLC SPONSORED ADR | 7K | $500K+ | SH |
| JULW | ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF | 17K | $500K+ | SH |
| ACWI | ISHARES MSCI ACWI ETF | 5K | $500K+ | SH |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | 50K | $500K+ | SH |