$109 Million is the total value of NATIONS FINANCIAL GROUP INC, /IA/ /ADV's 146 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 9.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJH | Buy | ISHARES S&P MIDCAP FUNDetf | $8,137,000 | +8.9% | 42,874 | +2.7% | 7.46% | +2.8% |
| QQQ | Buy | POWERSHARES QQQ TRUST, SERIES 1etf | $6,505,000 | +7.3% | 41,761 | +0.2% | 5.96% | +1.3% |
| IJR | Buy | ISHARES S&P SMALL-CAP FUNDetf | $5,113,000 | +7.4% | 66,563 | +3.8% | 4.69% | +1.4% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $3,180,000 | +7.8% | 16,043 | -0.3% | 2.92% | +1.7% |
| AAPL | Buy | APPLE INC COMstock | $3,180,000 | +10.8% | 18,793 | +0.9% | 2.92% | +4.5% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $3,059,000 | +11.8% | 66,634 | +6.1% | 2.80% | +5.5% |
| SPY | Sell | SPDR S&P 500 ETFetf | $2,580,000 | -1.3% | 9,666 | -7.1% | 2.36% | -6.9% |
| UTF | Buy | COHEN & STEERS INFRASTRUCTURE COMcef | $2,282,000 | +6.4% | 95,070 | +2.0% | 2.09% | +0.4% |
| TIP | Buy | ISHARES TIPS BOND ETFetf | $1,980,000 | +4.6% | 17,360 | +4.1% | 1.82% | -1.3% |
| RDVY | Buy | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUNDetf | $1,935,000 | +12.4% | 64,748 | +4.7% | 1.77% | +6.0% |
| IVW | Buy | ISHARES S&P 500 GROWTH ETFetf | $1,930,000 | +7.8% | 12,632 | +1.2% | 1.77% | +1.7% |
| BRKA | BERKSHIRE HATHAWAY INC DEL CL Astock | $1,488,000 | +8.3% | 5 | 0.0% | 1.36% | +2.2% | |
| VO | Buy | VANGUARD MID-CAP INDEX FUNDetf | $1,387,000 | +7.3% | 8,961 | +1.8% | 1.27% | +1.3% |
| VZ | Buy | VERIZON COMMUNICATIONS INC COMstock | $1,349,000 | +8.9% | 25,489 | +1.8% | 1.24% | +2.8% |
| VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $1,273,000 | +13.9% | 28,377 | +10.2% | 1.17% | +7.5% |
| T | Buy | AT&T INC COMstock | $1,170,000 | +3.5% | 30,083 | +4.3% | 1.07% | -2.3% |
| HTD | Buy | HANCOCK JOHN TAX-ADV DIV INCM COMcef | $1,125,000 | -4.4% | 45,622 | +0.2% | 1.03% | -9.8% |
| PG | Buy | PROCTER AND GAMBLE CO COMstock | $1,086,000 | +2.5% | 11,824 | +1.6% | 1.00% | -3.2% |
| DON | Buy | WISDOMTREE U.S. MIDCAP DIVIDEND FUNDetf | $1,012,000 | +5.9% | 28,695 | +200.0% | 0.93% | -0.1% |
| LNT | Buy | ALLIANT ENERGY CORP COMstock | $992,000 | +3.0% | 23,282 | +0.5% | 0.91% | -2.8% |
| INTC | Sell | INTEL CORP COMstock | $965,000 | +20.6% | 20,904 | -0.5% | 0.88% | +13.9% |
| XLK | Buy | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $958,000 | +12.3% | 14,977 | +3.8% | 0.88% | +5.9% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS COMstock | $947,000 | +7.4% | 6,172 | +1.5% | 0.87% | +1.3% |
| VNQ | Buy | VANGUARD REAL ESTATE ETFetf | $934,000 | +1.2% | 11,260 | +1.4% | 0.86% | -4.6% |
| PFE | Sell | PFIZER INC COMstock | $913,000 | -0.7% | 25,203 | -2.1% | 0.84% | -6.3% |
| F | Buy | FORD MTR CO DEL COM PAR $0.01stock | $905,000 | +6.0% | 72,484 | +1.6% | 0.83% | 0.0% |
| BSV | Sell | VANGUARD SHORT-TERM BOND INDEX FUNDetf | $861,000 | -10.0% | 10,886 | -9.2% | 0.79% | -15.2% |
| IVV | Buy | ISHARES CORE S&P 500 ETFetf | $842,000 | +8.6% | 3,130 | +2.2% | 0.77% | +2.5% |
| EFA | Buy | ISHARES MSCI EAFE ETFetf | $829,000 | +6.3% | 11,789 | +3.4% | 0.76% | +0.3% |
| PEP | Sell | PEPSICO INC COMstock | $824,000 | +6.6% | 6,870 | -1.0% | 0.76% | +0.5% |
| WMT | Sell | WALMART INC COMstock | $803,000 | +23.3% | 8,133 | -2.4% | 0.74% | +16.5% |
| TFI | Buy | SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETFetf | $797,000 | +0.5% | 16,277 | +0.4% | 0.73% | -5.1% |
| JNJ | Sell | JOHNSON & JOHNSON COMstock | $785,000 | +4.4% | 5,617 | -2.9% | 0.72% | -1.4% |
| USMV | Sell | ISHARES EDGE MSCI MIN VOL USA ETFetf | $772,000 | -3.5% | 14,624 | -8.0% | 0.71% | -8.9% |
| IVE | Sell | ISHARES S&P 500 VALUE ETFetf | $771,000 | +3.2% | 6,753 | -2.4% | 0.71% | -2.6% |
| MRK | Buy | MERCK & CO INC COMstock | $763,000 | -5.3% | 13,557 | +7.7% | 0.70% | -10.6% |
| VTV | Buy | VANGUARD VALUE INDEX FUNDetf | $758,000 | +11.5% | 7,127 | +4.6% | 0.70% | +5.1% |
| AMZN | Buy | AMAZON COM INC COMstock | $751,000 | +33.9% | 642 | +9.9% | 0.69% | +26.4% |
| KRE | Buy | SPDR S&P REGIONAL BANKING ETFetf | $736,000 | +15.2% | 12,510 | +11.1% | 0.68% | +8.7% |
| BUD | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $725,000 | -6.5% | 6,500 | 0.0% | 0.66% | -11.7% | |
| SBUX | Sell | STARBUCKS CORP COMstock | $723,000 | +5.7% | 12,592 | -1.2% | 0.66% | -0.2% |
| DWDP | Buy | DOWDUPONT INC COMstock | $705,000 | +4.4% | 9,893 | +1.4% | 0.65% | -1.5% |
| EMB | Buy | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETFetf | $702,000 | +20.0% | 6,047 | +20.4% | 0.64% | +13.4% |
| OKE | Sell | ONEOK INC NEW COMstock | $687,000 | -5.8% | 12,856 | -2.3% | 0.63% | -11.0% |
| CAT | Buy | CATERPILLAR INC DEL COMstock | $682,000 | +26.5% | 4,325 | +0.0% | 0.62% | +19.3% |
| XLE | Sell | ENERGY SELECT SECTOR SPDR FUNDetf | $678,000 | -29.4% | 9,381 | -33.1% | 0.62% | -33.3% |
| UPS | Buy | UNITED PARCEL SERVICE INC CL Bstock | $677,000 | +0.3% | 5,682 | +1.1% | 0.62% | -5.3% |
| CRM | SALESFORCE COM INC COMstock | $664,000 | +9.4% | 6,500 | 0.0% | 0.61% | +3.2% | |
| FVD | Buy | FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDetf | $661,000 | +5.3% | 21,422 | +1.6% | 0.61% | -0.7% |
| GE | Sell | GENERAL ELECTRIC CO COMstock | $658,000 | -34.7% | 37,699 | -9.5% | 0.60% | -38.3% |
| IWS | Sell | ISHARES RUSSELL MID-CAP VALUE ETFetf | $639,000 | -0.2% | 7,169 | -4.9% | 0.59% | -5.8% |
| XLV | Buy | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $625,000 | +6.7% | 7,557 | +5.4% | 0.57% | +0.7% |
| XOM | Sell | EXXON MOBIL CORP COMstock | $615,000 | -3.5% | 7,352 | -5.3% | 0.56% | -8.9% |
| ITM | Buy | VANECK VECTORS AMT-FREE INTERMEDIATE MUNICIPAL INDEX ETFetf | $600,000 | +0.3% | 24,918 | +0.3% | 0.55% | -5.3% |
| SCHX | Buy | SCHWAB U.S. LARGE-CAP ETFetf | $594,000 | +10.0% | 9,316 | +3.5% | 0.54% | +3.8% |
| IWP | Buy | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $585,000 | +6.6% | 4,850 | +0.1% | 0.54% | +0.6% |
| DE | Sell | DEERE & CO COMstock | $585,000 | +18.4% | 3,739 | -5.0% | 0.54% | +11.7% |
| JNK | Buy | SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETFetf | $560,000 | +2.6% | 15,245 | +4.3% | 0.51% | -3.2% |
| ISCB | Buy | ISHARES MORNINGSTAR SMALL-CAP ETFetf | $554,000 | +9.3% | 3,183 | +4.6% | 0.51% | +3.3% |
| FPX | Buy | FIRST TRUST US EQUITY OPPORTUNITIES ETFetf | $546,000 | +16.7% | 7,995 | +9.2% | 0.50% | +10.1% |
| CL | Buy | COLGATE PALMOLIVE CO COMstock | $542,000 | +3.4% | 7,187 | +0.0% | 0.50% | -2.4% |
| DIAX | Buy | NUVEEN DOW 30 DYN OVERWRITE SHScef | $537,000 | +14.0% | 28,500 | +2.7% | 0.49% | +7.4% |
| BOE | Buy | BLACKROCK ENHANCED GBL DIV TR COMcef | $518,000 | -2.1% | 41,441 | +6.2% | 0.48% | -7.6% |
| MSFT | Buy | MICROSOFT CORP COMstock | $514,000 | +17.9% | 6,011 | +2.7% | 0.47% | +11.1% |
| COP | Buy | CONOCOPHILLIPS COMstock | $512,000 | +9.6% | 9,327 | +0.0% | 0.47% | +3.3% |
| CVX | Buy | CHEVRON CORP NEW COMstock | $510,000 | +6.5% | 4,078 | +0.1% | 0.47% | +0.6% |
| SHM | Buy | SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETFetf | $508,000 | -1.2% | 10,595 | +0.2% | 0.47% | -6.6% |
| IJJ | Buy | ISHARES S&P MID-CAP 400 VALUE ETFetf | $495,000 | +5.1% | 3,092 | +0.3% | 0.45% | -0.9% |
| IBB | Buy | ISHARES NASDAQ BIOTECHNOLOGY INDEX FUNDetf | $490,000 | -2.6% | 4,585 | +204.0% | 0.45% | -8.2% |
| KMB | Buy | KIMBERLY CLARK CORP COMstock | $487,000 | +5.9% | 4,032 | +3.1% | 0.45% | -0.2% |
| BOND | Buy | PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDetf | $482,000 | +5.9% | 4,551 | +6.9% | 0.44% | 0.0% |
| VYM | Buy | VANGUARD HIGH DIVIDEND YIELD INDEX FUNDetf | $479,000 | +5.7% | 5,593 | +0.1% | 0.44% | -0.2% |
| BA | Buy | BOEING CO COMstock | $477,000 | +16.1% | 1,617 | +0.1% | 0.44% | +9.5% |
| QCOM | Sell | QUALCOMM INC COMstock | $476,000 | -4.2% | 7,435 | -22.4% | 0.44% | -9.7% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC COMstock | $470,000 | -11.2% | 6,473 | -5.5% | 0.43% | -16.1% |
| GMZ | New | GOLDMAN SACHS MLP INC OPP FD COM SHScef | $465,000 | – | 52,050 | +100.0% | 0.43% | – |
| IJT | Buy | ISHARES S&P SMALL-CAP 600 GROWTH ETFetf | $456,000 | +5.3% | 2,678 | +1.7% | 0.42% | -0.7% |
| VBR | Buy | VANGUARD SMALL-CAP VALUE INDEX FUNDetf | $455,000 | +4.6% | 3,424 | +0.6% | 0.42% | -1.4% |
| DIS | Sell | DISNEY WALT CO COM DISNEYstock | $449,000 | +1.1% | 4,180 | -7.2% | 0.41% | -4.4% |
| RNP | New | COHEN & STEERS REIT & PFD INCM COMcef | $441,000 | – | 20,750 | +100.0% | 0.40% | – |
| GDV | Buy | GABELLI DIVD & INCOME TR COMcef | $432,000 | +4.9% | 18,464 | +0.4% | 0.40% | -1.0% |
| IAU | Buy | ISHARES COMEX GOLD TRUSTetf | $420,000 | +9.9% | 33,603 | +8.3% | 0.38% | +3.8% |
| SYK | Sell | STRYKER CORP COMstock | $415,000 | +2.2% | 2,677 | -6.3% | 0.38% | -3.6% |
| GDX | Buy | VANECK VECTORS GOLD MINERS ETFetf | $414,000 | +10.4% | 17,814 | +9.0% | 0.38% | +4.4% |
| AMGN | Sell | AMGEN INC COMstock | $413,000 | -8.4% | 2,377 | -1.8% | 0.38% | -13.5% |
| AON | Buy | AON PLC SHS CL Astock | $402,000 | -8.2% | 3,002 | +0.1% | 0.37% | -13.2% |
| IWR | Buy | ISHARES RUSSELL MID-CAP ETFetf | $386,000 | +15.9% | 1,854 | +9.7% | 0.35% | +9.6% |
| CSX | Buy | CSX CORP COMstock | $380,000 | +4.4% | 6,902 | +2.8% | 0.35% | -1.7% |
| SJM | Sell | SMUCKER J M CO COM NEWstock | $373,000 | +12.3% | 3,000 | -5.1% | 0.34% | +6.2% |
| IJK | Buy | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $371,000 | +6.9% | 1,719 | +0.2% | 0.34% | +0.9% |
| PWB | POWERSHARES DYNAMIC LARGE CAP GROWTH PORTFOLIOetf | $370,000 | +6.6% | 8,907 | 0.0% | 0.34% | +0.6% | |
| JWN | NORDSTROM INC COMstock | $365,000 | +0.3% | 7,710 | 0.0% | 0.34% | -5.4% | |
| VUG | Buy | VANGUARD GROWTH INDEX FUNDetf | $364,000 | +13.0% | 2,585 | +6.6% | 0.33% | +6.7% |
| VIG | Buy | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $362,000 | +8.1% | 3,544 | +0.3% | 0.33% | +2.2% |
| XLY | Buy | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $353,000 | +10.0% | 3,575 | +0.2% | 0.32% | +3.8% |
| DEX | Buy | DELAWARE ENHANCED GBL DIV & IN COMcef | $349,000 | +2.3% | 28,781 | +0.0% | 0.32% | -3.3% |
| D | Buy | DOMINION ENERGY INC COMstock | $347,000 | +7.4% | 4,279 | +2.0% | 0.32% | +1.3% |
| LUMN | Sell | CENTURYLINK INC COMstock | $344,000 | -21.8% | 20,602 | -11.5% | 0.32% | -26.2% |
| IGIB | Sell | ISHARES INTERMEDIATE CREDIT BOND ETFetf | $342,000 | -2.0% | 3,130 | -1.2% | 0.31% | -7.4% |
| IWF | Buy | ISHARES RUSSELL 1000 GROWTH ETFetf | $343,000 | +16.3% | 2,548 | +8.1% | 0.31% | +9.4% |
| HD | Buy | HOME DEPOT INC COMstock | $341,000 | +27.7% | 1,797 | +10.0% | 0.31% | +20.8% |
| SHY | Buy | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $331,000 | +14.9% | 3,945 | +15.7% | 0.30% | +8.2% |
| VTWO | Sell | VANGUARD RUSSELL 2000 ETFetf | $327,000 | -0.6% | 2,677 | -3.4% | 0.30% | -6.2% |
| IWD | Buy | ISHARES RUSSELL 1000 VALUE ETFetf | $319,000 | +13.9% | 2,569 | +8.9% | 0.29% | +7.4% |
| KHC | Sell | KRAFT HEINZ CO COMstock | $319,000 | -26.5% | 4,097 | -26.8% | 0.29% | -30.8% |
| CSQ | CALAMOS STRATEGIC TOTL RETN FD COM SH BEN INTcef | $314,000 | -0.6% | 26,025 | 0.0% | 0.29% | -6.2% | |
| GLD | SPDR GOLD SHARESetf | $309,000 | +1.6% | 2,498 | 0.0% | 0.28% | -4.1% | |
| RSP | GUGGENHEIM S&P 500 EQUAL WEIGHT ETFetf | $309,000 | +5.8% | 3,055 | 0.0% | 0.28% | -0.4% | |
| AGG | Buy | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $308,000 | +8.5% | 2,815 | +8.6% | 0.28% | +2.2% |
| EA | New | ELECTRONIC ARTS INC COMstock | $305,000 | – | 2,900 | +100.0% | 0.28% | – |
| WM | Buy | WASTE MGMT INC DEL COMstock | $302,000 | +12.7% | 3,496 | +1.9% | 0.28% | +6.5% |
| MCD | Buy | MCDONALDS CORP COMstock | $301,000 | +11.9% | 1,750 | +2.1% | 0.28% | +5.7% |
| ADP | Buy | AUTOMATIC DATA PROCESSING INC COMstock | $300,000 | +7.1% | 2,562 | +0.2% | 0.28% | +1.1% |
| ABBV | Buy | ABBVIE INC COMstock | $298,000 | +12.0% | 3,079 | +2.8% | 0.27% | +5.8% |
| VTI | Sell | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $293,000 | +3.2% | 2,131 | -3.0% | 0.27% | -2.5% |
| BP | Sell | BP PLC SPONSORED ADRadr | $290,000 | +9.0% | 6,894 | -0.6% | 0.27% | +3.1% |
| AVK | Sell | ADVENT CLAYMORE CV SECS & INC COMcef | $285,000 | -7.8% | 17,935 | -5.9% | 0.26% | -13.0% |
| ROST | ROSS STORES INC COMstock | $280,000 | +24.4% | 3,488 | 0.0% | 0.26% | +17.4% | |
| GSLC | New | GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFetf | $277,000 | – | 5,190 | +100.0% | 0.25% | – |
| FB | Sell | FACEBOOK INC CL Astock | $275,000 | -8.9% | 1,559 | -11.7% | 0.25% | -14.0% |
| MDLZ | Sell | MONDELEZ INTL INC CL Astock | $273,000 | -19.9% | 6,383 | -23.8% | 0.25% | -24.5% |
| PM | Buy | PHILIP MORRIS INTL INC COMstock | $267,000 | -3.3% | 2,525 | +1.7% | 0.24% | -8.6% |
| VHT | Buy | VANGUARD HEALTH CARE INDEX FUNDetf | $265,000 | +1.5% | 1,720 | +0.5% | 0.24% | -4.3% |
| CMCSA | Sell | COMCAST CORP NEW CL Astock | $263,000 | -17.3% | 6,563 | -20.7% | 0.24% | -22.0% |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDetf | $261,000 | -1.1% | 3,290 | 0.0% | 0.24% | -6.6% | |
| AEP | Buy | AMERICAN ELEC PWR INC COMstock | $258,000 | +7.9% | 3,507 | +2.9% | 0.24% | +2.2% |
| IBKC | Buy | IBERIABANK CORP COMstock | $249,000 | -5.3% | 3,215 | +0.5% | 0.23% | -10.6% |
| MMM | 3M CO COMstock | $245,000 | +11.9% | 1,041 | 0.0% | 0.22% | +5.6% | |
| ABT | Buy | ABBOTT LABS COMstock | $244,000 | +7.0% | 4,268 | +0.1% | 0.22% | +1.4% |
| AFL | AFLAC INC COMstock | $239,000 | +7.7% | 2,728 | 0.0% | 0.22% | +1.4% | |
| XLP | Sell | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $239,000 | -5.2% | 4,194 | -10.2% | 0.22% | -10.6% |
| WFC | Sell | WELLS FARGO CO NEW COMstock | $235,000 | +4.0% | 3,866 | -5.5% | 0.22% | -2.3% |
| TSLA | Sell | TESLA INC COMstock | $226,000 | -13.4% | 727 | -5.0% | 0.21% | -18.5% |
| NEE | Buy | NEXTERA ENERGY INC COMstock | $226,000 | +9.7% | 1,450 | +2.9% | 0.21% | +3.5% |
| COST | New | COSTCO WHSL CORP NEW COMstock | $222,000 | – | 1,195 | +100.0% | 0.20% | – |
| RTN | Buy | RAYTHEON CO COM NEWstock | $220,000 | +0.5% | 1,174 | +0.3% | 0.20% | -5.2% |
| PSX | New | PHILLIPS 66 COMstock | $219,000 | – | 2,163 | +100.0% | 0.20% | – |
| IWO | Buy | ISHARES RUSSELL 2000 GROWTH ETFetf | $213,000 | +4.4% | 1,139 | +0.1% | 0.20% | -1.5% |
| LMT | New | LOCKHEED MARTIN CORP COMstock | $210,000 | – | 654 | +100.0% | 0.19% | – |
| GILD | Sell | GILEAD SCIENCES INC COMstock | $211,000 | -14.6% | 2,950 | -3.3% | 0.19% | -19.6% |
| SLV | ISHARES SILVER TRUSTetf | $197,000 | +1.5% | 12,350 | 0.0% | 0.18% | -3.7% | |
| NSL | NUVEEN SR INCOME FD COMcef | $189,000 | -2.6% | 29,006 | 0.0% | 0.17% | -8.0% | |
| NXP | NUVEEN SELECT TAX FREE INCM PT SH BEN INTcef | $180,000 | -2.2% | 12,325 | 0.0% | 0.16% | -7.8% | |
| IGR | Buy | CBRE CLARION GLOBAL REAL ESTAT COMcef | $103,000 | +7.3% | 12,975 | +6.6% | 0.09% | +1.1% |
| ELP | New | COMPANHIA PARANAENSE ENERG COP SPON ADR PFDadr | $79,000 | – | 10,300 | +100.0% | 0.07% | – |
| PGHEF | Buy | PENGROWTH ENERGY CORP COMstock | $9,000 | -18.2% | 11,605 | +11.1% | 0.01% | -27.3% |
| TRN | Exit | TRINITY INDS INC COMstock | $0 | – | -7,100 | -100.0% | -0.22% | – |
| CEM | Exit | CLEARBRIDGE ENERGY MLP FD INC COMcef | $0 | – | -15,885 | -100.0% | -0.23% | – |
| EMR | Exit | EMERSON ELEC CO COMstock | $0 | – | -3,754 | -100.0% | -0.23% | – |
| ELD | Exit | WISDOMTREE EMERGING MARKETS LOCAL DEBT FUNDetf | $0 | – | -6,888 | -100.0% | -0.26% | – |
| DEM | Exit | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDetf | $0 | – | -7,285 | -100.0% | -0.30% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-12
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.