$95.4 Million is the total value of NATIONS FINANCIAL GROUP INC, /IA/ /ADV's 149 reported holdings in Q2 2016. The portfolio turnover from Q1 2016 to Q2 2016 was 12.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | Sell | POWERSHARES QQQ TR SERIES 1etf | $4,017,000 | -3.5% | 37,351 | -2.0% | 4.21% | -12.0% |
| EFV | Buy | ISHARES MSCI EAFE VALUE ETFetf | $3,317,000 | +9.4% | 77,239 | +14.3% | 3.48% | -0.2% |
| DNP | Buy | DNP SELECT INCOME | $2,906,000 | +9.8% | 273,639 | +3.4% | 3.05% | +0.2% |
| Buy | BERKSHIRE HATHAWAY INC SERIES B NEW | $2,619,000 | +4.6% | 18,087 | +2.4% | 2.75% | -4.7% | |
| VWO | Buy | VANGUARD INTL EQUITY INDEX FDS FTSE EMERGINGetf | $2,535,000 | +10.3% | 71,968 | +8.3% | 2.66% | +0.6% |
| RWO | Buy | SPDR DOW JONES GLOBAL REAL ESTATEetf | $2,237,000 | +8.4% | 44,426 | +5.4% | 2.34% | -1.2% |
| Buy | APPLE INC | $2,170,000 | +1.6% | 22,701 | +15.9% | 2.28% | -7.3% | |
| IJH | Buy | ISHARES CORE S&P MID-CAP ETFetf | $1,788,000 | +9.4% | 11,971 | +5.6% | 1.88% | -0.3% |
| UTF | Buy | COHEN & STEERS INFRASTRUCTURE FUND INC | $1,633,000 | +12.7% | 76,214 | +4.2% | 1.71% | +2.8% |
| GE | Sell | GENERAL ELECTRIC COMPANY | $1,491,000 | -2.9% | 47,367 | -2.0% | 1.56% | -11.5% |
| DLS | Sell | WISDOMTREE INTLS FUNDetf | $1,421,000 | -21.1% | 25,321 | -17.3% | 1.49% | -28.1% |
| VOO | Sell | VANGUARD INDEX FDS S&P 500 ETF SHS NEWetf | $1,420,000 | -9.8% | 7,390 | -11.5% | 1.49% | -17.7% |
| PG | Sell | PROCTER & GAMBLE | $1,381,000 | -1.4% | 16,314 | -4.2% | 1.45% | -10.1% |
| T | Sell | AT &T | $1,361,000 | +4.6% | 31,507 | -5.2% | 1.43% | -4.6% |
| VO | Buy | VANGUARD MID-CAPetf | $1,349,000 | +3.5% | 10,912 | +1.5% | 1.41% | -5.6% |
| VZ | Buy | VERIZON COMMUNICATIONS COMetf | $1,342,000 | +6.8% | 24,042 | +3.4% | 1.41% | -2.6% |
| IEMG | Buy | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $1,340,000 | +7.6% | 32,019 | +7.0% | 1.40% | -1.8% |
| DJP | Buy | BARCLAYS BKPLC IPATH BLOOMBERG CMMD IDX | $1,316,000 | +22.5% | 53,201 | +6.5% | 1.38% | +11.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,262,000 | +23.5% | 10,402 | +10.1% | 1.32% | +12.6% |
| XLE | Buy | ENERGY SELECT ETF SECTOR SPDR | $1,242,000 | +19.3% | 18,202 | +8.2% | 1.30% | +8.8% |
| RJI | Buy | ELEMENTS ROGERSETN TOTAL RETURN | $1,113,000 | +16.3% | 217,855 | +4.0% | 1.17% | +6.1% |
| HTD | Buy | JOHN HANCOCK TAX ADVANTAGED DIV INCOME FD | $1,113,000 | +11.3% | 44,682 | +1.9% | 1.17% | +1.5% |
| XOM | Sell | EXXON MOBIL CORP | $1,063,000 | +9.5% | 11,343 | -2.4% | 1.11% | -0.2% |
| IWD | Buy | ISHARES RUSSELL 1000 VALUE ETFetf | $1,050,000 | +41.9% | 10,171 | +35.8% | 1.10% | +29.4% |
| PEP | Buy | PEPSI CO INCORPORATED | $942,000 | +6.7% | 8,888 | +3.2% | 0.99% | -2.7% |
| Buy | ALLIANT ENERGYCORP | $929,000 | +8.8% | 23,399 | +103.5% | 0.97% | -0.8% | |
| EFA | Sell | ISHARES MSCI EAFEetf | $897,000 | -5.7% | 16,074 | -3.4% | 0.94% | -14.0% |
| PFE | Buy | PFIZER INCORPORATED | $882,000 | +19.8% | 25,060 | +0.9% | 0.92% | +9.3% |
| SBUX | Buy | STARBUCKS CORP | $874,000 | +50.9% | 15,292 | +57.8% | 0.92% | +37.5% |
| FB | Buy | FACEBOOK INC CLASS A | $872,000 | +11.2% | 7,627 | +11.0% | 0.91% | +1.4% |
| BERKSHIRE HATHAWAY INC CL A | $868,000 | +1.6% | 4 | 0.0% | 0.91% | -7.3% | ||
| CVX | Buy | CHEVRON CORPORATION | $865,000 | +51.5% | 8,252 | +37.8% | 0.91% | +38.3% |
| DON | WISDOMTREE MID-CAP DIVetf | $856,000 | +3.9% | 9,565 | 0.0% | 0.90% | -5.3% | |
| IVV | Buy | ISHARES CORE S&P ETF S&P 500 INDEX FDetf | $854,000 | +28.8% | 4,058 | +26.6% | 0.90% | +17.5% |
| IVW | Sell | ISHARES S&P ETF GROWTHetf | $852,000 | -8.1% | 7,308 | -8.6% | 0.89% | -16.2% |
| CHSCO | Buy | CHS INC PFD CUMULATIVE PREFERRED | $836,000 | +5.2% | 28,767 | +3.6% | 0.88% | -4.2% |
| VTI | Sell | VANGUARD TOTAL STOCK MARKET ETFetf | $828,000 | -1.0% | 7,733 | -3.0% | 0.87% | -9.7% |
| INTC | Buy | INTEL CORP | $803,000 | +4.6% | 24,470 | +3.0% | 0.84% | -4.6% |
| CAT | Buy | CATERPILLAR INC | $799,000 | +12.7% | 10,534 | +13.6% | 0.84% | +2.8% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHINE CORP | $774,000 | +15.2% | 5,097 | +14.8% | 0.81% | +4.9% |
| SPY | Buy | SPDR S&P TRUST ETFetf | $767,000 | +20.4% | 3,662 | +18.1% | 0.80% | +9.8% |
| ITM | New | VANECK VECTORS TR AMT-FREE INTERMEDIATE | $739,000 | – | 29,751 | +100.0% | 0.78% | – |
| GLD | Buy | SPDR GOLD TRUSTetf | $728,000 | +18.0% | 5,759 | +9.8% | 0.76% | +7.6% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $728,000 | +1.1% | 8,745 | +2.4% | 0.76% | -7.9% |
| VNQ | Buy | VANGUARD REIT ETFetf | $722,000 | +12.3% | 8,147 | +6.2% | 0.76% | +2.4% |
| NKE | Buy | NIKE INC CLASS | $709,000 | -2.6% | 12,849 | +8.5% | 0.74% | -11.2% |
| WMT | Buy | WAL-MART STORES | $705,000 | +8.0% | 9,650 | +1.2% | 0.74% | -1.6% |
| OKE | Sell | ONEOK INC NEW | $691,000 | +43.1% | 14,570 | -10.0% | 0.72% | +30.5% |
| Buy | BOEING CO | $676,000 | +17.8% | 5,206 | +15.1% | 0.71% | +7.4% | |
| MRK | Sell | MERCK & CO NEW | $624,000 | +4.0% | 10,827 | -4.6% | 0.65% | -5.2% |
| PHYS | Buy | SPROTT PHYSICAL GOLD TRUSTetf | $590,000 | +39.2% | 53,756 | +28.3% | 0.62% | +27.1% |
| IVE | Sell | ISHARES S&P VALUE ETFetf | $578,000 | -9.3% | 6,220 | -12.2% | 0.61% | -17.2% |
| VT | Sell | VANGUARD TOTAL WORLD STOCK INDEX FUNDetf | $550,000 | -2.0% | 9,463 | -2.7% | 0.58% | -10.5% |
| VTV | VANGUARD VALUE ETFetf | $526,000 | +3.1% | 6,190 | 0.0% | 0.55% | -6.0% | |
| VOE | Sell | VANGUARD MID-CAP INDEX FUNDetf | $517,000 | -16.7% | 5,807 | -18.5% | 0.54% | -24.1% |
| RSP | Buy | GUGGENHEIM ETF S&P 500 EQUAL WEIGHTEDetf | $513,000 | +6.0% | 6,381 | +3.6% | 0.54% | -3.2% |
| PM | Sell | PHILIP MORRIS INTERNATIONAL INC | $511,000 | -12.0% | 5,019 | -15.3% | 0.54% | -19.8% |
| MMM | Sell | 3M CO | $509,000 | +3.0% | 2,909 | -2.0% | 0.53% | -6.0% |
| KHC | KRAFT HEINZ CO | $490,000 | +12.6% | 5,541 | 0.0% | 0.51% | +2.8% | |
| IJR | Buy | ISHARES CORE S&P SMALL CAP ETFetf | $473,000 | +22.5% | 4,073 | +18.8% | 0.50% | +11.7% |
| IWS | Sell | ISHARES RUSSELL MID-CAP VALUE ETFetf | $458,000 | +3.4% | 6,164 | -1.3% | 0.48% | -5.7% |
| DE | Buy | DEERE & CO | $455,000 | +6.1% | 5,620 | +0.8% | 0.48% | -3.2% |
| F | Buy | FORD MOTOR COMPANY | $453,000 | +4.1% | 36,055 | +11.8% | 0.48% | -5.0% |
| IWP | Sell | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $440,000 | +0.7% | 4,706 | -0.7% | 0.46% | -8.2% |
| LUMN | Buy | CENTURYLINK INC | $440,000 | -3.7% | 15,151 | +5.9% | 0.46% | -12.2% |
| NBB | Sell | NUVEEN BUILD AMER | $420,000 | +3.7% | 18,394 | -1.9% | 0.44% | -5.6% |
| BLV | New | VANGUARD LONG TERM BONDetf | $415,000 | – | 4,230 | +100.0% | 0.44% | – |
| GWX | Sell | SPDR S&P INTL SMALL CAPetf | $413,000 | 0.0% | 14,204 | -1.8% | 0.43% | -8.8% |
| COP | Buy | ConocoPhillips | $412,000 | +17.0% | 9,457 | +8.1% | 0.43% | +6.7% |
| MDLZ | Buy | MONDELEZ INTL INC | $408,000 | +13.6% | 8,954 | +0.0% | 0.43% | +3.6% |
| CSI | Buy | CUTWATER SELECT INCOME FUND | $395,000 | +101.5% | 19,911 | +94.2% | 0.41% | +84.0% |
| MDT | Buy | MEDTRONIC PLC | $393,000 | +17.0% | 4,524 | +0.9% | 0.41% | +6.7% |
| DOW | Buy | DOW CHEMICAL COMPANY | $393,000 | -0.3% | 7,899 | +1.9% | 0.41% | -9.1% |
| BSV | Buy | VANGUARD SHORT TERM ETFetf | $392,000 | +63.3% | 4,842 | +62.8% | 0.41% | +48.9% |
| VYM | VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELDetf | $388,000 | +3.5% | 5,428 | 0.0% | 0.41% | -5.6% | |
| KO | Buy | COCA-COLA COMPANY | $388,000 | +3.2% | 8,569 | +5.6% | 0.41% | -5.8% |
| FV | Sell | FIRST TR DORSEY WRIGHT FOCUS FIVE FUNDetf | $387,000 | -12.2% | 17,307 | -15.2% | 0.41% | -19.9% |
| IJJ | Buy | ISHARES S&P MID-CAP 400 VALUE ETFetf | $382,000 | +15.1% | 2,985 | +11.4% | 0.40% | +4.7% |
| KMB | KIMBERLY-CLARK CORP | $381,000 | +2.4% | 2,771 | 0.0% | 0.40% | -6.8% | |
| Buy | AMAZON COMINC | $377,000 | +26.5% | 527 | +5.0% | 0.40% | +15.2% | |
| SYK | Sell | STRYKER CORP | $374,000 | -12.2% | 3,125 | -21.4% | 0.39% | -20.0% |
| KRE | Sell | SPDR S&P REGL BNKGetf | $366,000 | -1.1% | 9,535 | -2.9% | 0.38% | -9.6% |
| USB | Buy | US BANCORP NEW | $362,000 | +8.4% | 8,983 | +9.3% | 0.38% | -1.0% |
| XLK | Buy | SECTOR SPDR TR TECHNOLOGY SELECT SECTORetf | $361,000 | +1.4% | 8,331 | +3.9% | 0.38% | -7.6% |
| UCI | Buy | E-TRACS UBS | $359,000 | +23.4% | 25,802 | +8.1% | 0.38% | +12.2% |
| DIS | Buy | DISNEY WALT COMPANY | $359,000 | +15.4% | 3,667 | +16.9% | 0.38% | +5.0% |
| HD | HOME DEPOT INC | $344,000 | -4.2% | 2,696 | 0.0% | 0.36% | -12.6% | |
| MSFT | Buy | MICROSOFT CORP | $341,000 | -3.7% | 6,669 | +4.0% | 0.36% | -12.0% |
| WFC | Buy | WELLS FARGO | $338,000 | +14.2% | 7,141 | +16.9% | 0.35% | +4.1% |
| VB | Buy | VANGUARD SMALL CAPetf | $328,000 | +9.0% | 2,833 | +4.9% | 0.34% | -0.6% |
| AON | Buy | AON PLC CLASS A | $328,000 | +16.3% | 3,000 | +11.1% | 0.34% | +6.2% |
| SLB | Sell | SCHLUMBERGER LTD | $326,000 | -3.0% | 4,103 | -9.9% | 0.34% | -11.4% |
| GDV | New | GABELLI DIVIDEND & INCOME TRUST | $324,000 | – | 16,921 | +100.0% | 0.34% | – |
| GSG | Buy | ISHARES S&P GSCI ETF COMMODITY-INDEXED TRUSTetf | $322,000 | +56.3% | 20,725 | +38.9% | 0.34% | +42.6% |
| QCOM | Buy | QUALCOMM INC | $312,000 | +25.3% | 5,820 | +19.5% | 0.33% | +14.3% |
| VCSH | Buy | VANGUARD SHORT TERM CORP BDetf | $311,000 | +1.3% | 3,841 | +0.0% | 0.33% | -7.6% |
| FTF | Buy | FRANKLIN LTD DURATION INCOME TRUST | $307,000 | +4.4% | 26,487 | +2.3% | 0.32% | -4.7% |
| Buy | BANK OF AMERICA | $303,000 | +51.5% | 22,804 | +54.1% | 0.32% | +38.3% | |
| D | New | DOMINION RES INC | $302,000 | – | 3,875 | +100.0% | 0.32% | – |
| AOR | Sell | ISHARES CORE GROWTH ALLOCATION ETFetf | $300,000 | -37.9% | 7,495 | -38.8% | 0.32% | -43.2% |
| PSX | Buy | PHILLIPS 66 | $299,000 | -3.2% | 3,769 | +5.8% | 0.31% | -11.8% |
| WPC | Buy | WP CAREY | $298,000 | +37.3% | 4,286 | +23.2% | 0.31% | +25.3% |
| VBR | Buy | VANGUARD SMALL CAP ETFetf | $297,000 | +3.5% | 2,818 | +0.0% | 0.31% | -5.8% |
| IJK | Buy | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $296,000 | +42.3% | 1,749 | +36.6% | 0.31% | +29.7% |
| PWB | Sell | POWERSHARES DYNAMIC LARGE CAP GROWTHetf | $292,000 | 0.0% | 9,337 | -1.4% | 0.31% | -8.9% |
| CHSCL | Buy | CHS INC PFD CUMULATIVE PERP MTY | $291,000 | +4.7% | 10,113 | +1.4% | 0.30% | -4.7% |
| JMF | Sell | NUVEEN ENERGY MLP RETURN FD | $288,000 | +24.1% | 22,017 | -3.8% | 0.30% | +13.1% |
| PRH | Sell | PRUDENTIAL FINL PFD JR SUB NOTES DUE 03/15/53 | $277,000 | -10.4% | 10,398 | -12.5% | 0.29% | -18.3% |
| XLV | Buy | SELECT SECTOR SPDR HEALTH CAREetf | $275,000 | +19.0% | 3,841 | +12.5% | 0.29% | +8.3% |
| CSQ | Buy | CALAMOS STRATEGIC TOTAL RETURN FUND | $275,000 | +10.9% | 27,838 | +6.6% | 0.29% | +1.1% |
| GIS | Buy | GENERAL MILLS INC | $269,000 | +17.5% | 3,768 | +4.2% | 0.28% | +7.2% |
| FDX | New | FEDEX CORPORATION | $268,000 | – | 1,765 | +100.0% | 0.28% | – |
| IWR | Buy | ISHARES RUSSELL MID CAP ETFetf | $268,000 | +7.2% | 1,594 | +3.8% | 0.28% | -2.1% |
| CBSHP | Buy | COMMERCE BANCSHARES PFD 6% NON-CUM PERPETUAL MTY | $266,000 | +6.8% | 9,520 | +1.3% | 0.28% | -2.4% |
| MCD | Buy | MCDONALDS CORP | $264,000 | +12.3% | 2,195 | +17.4% | 0.28% | +2.6% |
| ELD | Buy | WISDOMTREE EMERGING ETF MARKETS LOCAL DEBT FUNDetf | $264,000 | +1.5% | 7,063 | +0.1% | 0.28% | -7.4% |
| CMCSA | Buy | COMCAST CORP NEW | $263,000 | +22.3% | 4,038 | +14.3% | 0.28% | +11.7% |
| Buy | BLACKROCK GLOBAL OPPORTUNITIES EQUITY | $262,000 | +9.2% | 22,100 | +9.5% | 0.28% | -0.4% | |
| NVS | Sell | NOVARTIS AG SPON ADR | $262,000 | +6.9% | 3,179 | -5.9% | 0.28% | -2.5% |
| FGPRQ | Sell | FERRELL GAS PROPERTIES LTD PARTNERSHIP | $261,000 | +5.2% | 14,107 | -1.1% | 0.27% | -3.9% |
| ISCB | Buy | ISHARES MORNING STAR SMALL CAP ETFetf | $261,000 | +27.3% | 1,936 | +25.8% | 0.27% | +16.1% |
| HOT | STARWOOD HOTELS & RESORTS WORLDWIDE INC | $259,000 | -11.3% | 3,500 | 0.0% | 0.27% | -19.0% | |
| DEX | Buy | DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FD | $259,000 | +27.6% | 26,913 | +21.3% | 0.27% | +16.7% |
| EMR | Buy | EMERSON ELECTRIC CO | $255,000 | -1.9% | 4,897 | +2.3% | 0.27% | -10.7% |
| CAH | CARDINAL HEALTH INC | $254,000 | -4.5% | 3,250 | 0.0% | 0.27% | -13.1% | |
| Sell | BP PLCSPONS | $252,000 | +14.0% | 7,084 | -3.4% | 0.26% | +3.9% | |
| VIG | Buy | VANGUARD DIVIDEND ETF APPRECIATIONetf | $250,000 | +2.9% | 3,007 | +0.4% | 0.26% | -6.1% |
| Buy | AUTOMATIC DATA PROCESSING | $249,000 | +8.7% | 2,714 | +6.6% | 0.26% | -0.8% | |
| CEM | CLEARBRIDGE ENERGY MLP FD | $247,000 | +17.6% | 15,485 | 0.0% | 0.26% | +7.5% | |
| TIP | New | ISHARES TIP BONDetf | $246,000 | – | 2,106 | +100.0% | 0.26% | – |
| SLV | Buy | I SHARES SILVER TRUSTetf | $244,000 | +22.0% | 13,664 | +0.1% | 0.26% | +11.3% |
| DEM | Buy | WISDOMTREE EMERGING ETF MARKETS HIGH DIVIDEND FDetf | $234,000 | +1.7% | 6,604 | +0.2% | 0.24% | -7.2% |
| GILD | New | GILEAD SCIENCES INC | $232,000 | – | 2,786 | +100.0% | 0.24% | – |
| RTN | New | RAYTHEON COMPANY | $227,000 | – | 1,667 | +100.0% | 0.24% | – |
| IWB | New | ISHARES RUSSELL 1000 ETFetf | $224,000 | – | 1,912 | +100.0% | 0.24% | – |
| SCCO | SOUTHERN COPPER CORP | $221,000 | -2.2% | 8,174 | 0.0% | 0.23% | -10.8% | |
| IJT | Buy | ISHARES S&P SMALL CAP 600 GROWTH ETFetf | $218,000 | +3.3% | 1,700 | +0.1% | 0.23% | -5.8% |
| WM | New | WASTE MGMT INC | $218,000 | – | 3,295 | +100.0% | 0.23% | – |
| RFG | GUGGENHEIM S&P MID ETF CAP 400 PURE GROWTHetf | $216,000 | +0.9% | 1,773 | 0.0% | 0.23% | -8.1% | |
| VHT | Buy | VANGUARD HEALTHCAREetf | $216,000 | +5.9% | 1,656 | +0.2% | 0.23% | -3.8% |
| New | AFLAC INC | $214,000 | – | 2,977 | +100.0% | 0.22% | – | |
| VTWO | VANGUARD RUSSELL ETF 2000etf | $208,000 | +3.5% | 2,266 | 0.0% | 0.22% | -5.6% | |
| NEA | Buy | NUVEEN AMT-FREE INCOME FUND | $202,000 | +6.3% | 13,518 | +1.3% | 0.21% | -2.8% |
| IWF | New | ISHARES RUSSELL GROWTH ETFetf | $200,000 | – | 1,994 | +100.0% | 0.21% | – |
| ECL | New | ECOLAB INC | $200,000 | – | 1,688 | +100.0% | 0.21% | – |
| NXP | Sell | NUVEEN SELECT TAX INCOME PORTFOLIO SBI | $189,000 | -25.6% | 12,242 | -28.4% | 0.20% | -32.2% |
| FEI | Buy | FIRST TRUST MLP & ENERGY INCOME FUNDetf | $182,000 | +15.9% | 11,657 | +0.8% | 0.19% | +6.1% |
| CEF | Buy | CENTRAL FUND CDA CLASS A | $162,000 | +19.1% | 11,691 | +3.3% | 0.17% | +9.0% |
| Buy | AEGON NV ORD AMER REG | $90,000 | -4.3% | 22,375 | +30.4% | 0.09% | -13.0% | |
| NUV | Exit | NUVEEN MUNICIPAL VALUEfund inc | $0 | – | -12,599 | -100.0% | -0.15% | – |
| CL | Exit | COLGATE-PALMOLIVE CO | $0 | – | -2,832 | -100.0% | -0.23% | – |
| SHY | Exit | ISHARES ETF1-3 yr treasury bond | $0 | – | -2,769 | -100.0% | -0.27% | – |
| EMC | Exit | E M C CORP MASS | $0 | – | -14,758 | -100.0% | -0.45% | – |
| ITM | Exit | MARKET VCTRS AMT ETF XXXfree intermediate | $0 | – | -25,051 | -100.0% | -0.70% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-08-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES S&P MIDCAP FUND | 32 | Q3 2023 | 7.5% |
| ISHARES S&P SMALL-CAP FUND | 32 | Q3 2023 | 4.9% |
| VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING | 32 | Q3 2023 | 3.3% |
| SPDR S&P TRUST ETF | 32 | Q3 2023 | 2.5% |
| MICROSOFT CORP COM | 32 | Q3 2023 | 2.9% |
| TECHNOLOGY SELECT SECTOR SPDR FUND | 32 | Q3 2023 | 2.5% |
| VANGUARD MID-CAP INDEX FUND | 32 | Q3 2023 | 1.7% |
| ISHARES S&P ETF GROWTH | 32 | Q3 2023 | 2.4% |
| ISHARES CORE S&P ETF S&P 500 INDEX FD | 32 | Q3 2023 | 2.7% |
| VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD | 32 | Q3 2023 | 2.3% |
View NATIONS FINANCIAL GROUP INC, /IA/ /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-10 |
View NATIONS FINANCIAL GROUP INC, /IA/ /ADV's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.