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Nations Financial Group

Latest statistics and disclosures from Nations Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, BRK.B, MSFT, NVDA, IJH, and represent 12.02% of Nations Financial Group's stock portfolio.
Added to shares of these 10 stocks: FBCG (+$9.9M), TCAF (+$7.6M), CGDV (+$7.0M), FFLC (+$6.1M), GEO, SOFI, SCHD, TSLA, SDVY, PNOV.
Started 49 new stock positions in GARP, LUNR, WPM, NOW, FFLC, GEO, Aptose Biosciences, VFLO, CGIE, PNOV.
Reduced shares in these 10 stocks: BRK.B (-$7.1M), VTI (-$6.1M), MSFT (-$5.2M), VTV (-$5.1M), AAPL, SPY, AVGO, AMZN, GOOGL, TLH.
Sold out of its positions in AMRK, Arista Networks, BP, BAH, BLDR, IMNN, COLL, DVN, DD, FTRI.
Nations Financial Group was a net buyer of stock by $3.7M.
Nations Financial Group has $1.4B in assets under management (AUM), dropping by -0.82%.
Central Index Key (CIK): 0001109767

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Portfolio Holdings for Nations Financial Group

Nations Financial Group holds 667 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Nations Financial Group has 667 total positions. Only the first 250 positions are shown.

Sign up to view all of the Nations Financial Group Dec. 31, 2024 positions
Download the Nations Financial Group December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	3.2	$44M	-9%	177k	250.42	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	2.3	$31M	-18%	69k	453.28	View chart
Microsoft Corp Stock (MSFT)	2.3	$31M	-14%	74k	421.50	View chart
Nvidia Corporation Stock (NVDA)	2.2	$30M	-3%	226k	134.29	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	2.0	$27M		437k	62.31	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.7	$24M		46k	511.24	View chart
Ishares Russell 3000 Etf Etf (IWV)	1.7	$24M		71k	334.25	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	1.3	$18M		140k	127.59	View chart
Technology Select Sector Spdr Fund Etf (XLK)	1.3	$18M	+2%	76k	232.52	View chart
Amazon Stock (AMZN)	1.2	$16M	-17%	72k	219.39	View chart
Jpmorgan Chase & Co Stock (JPM)	1.1	$15M	+2%	64k	239.71	View chart
Vanguard Mid-cap Etf Etf (VO)	1.1	$15M	-6%	56k	264.13	View chart
Exxon Mobil Corp Stock (XOM)	0.9	$13M		119k	107.57	View chart
Broadcom Stock (AVGO)	0.9	$13M	-20%	55k	231.84	View chart
Fidelity Blue Chip Growth Etf Etf (FBCG)	0.9	$12M	+443%	263k	46.26	View chart
Costco Whsl Corp Stock (COST)	0.9	$12M	-12%	13k	916.27	View chart
Vanguard Growth Etf Etf (VUG)	0.9	$12M	-11%	29k	410.45	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.8	$12M	-9%	100k	115.22	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.8	$11M	-23%	57k	189.30	View chart
Meta Platforms Inc Cl A Stock (META)	0.8	$11M	-2%	18k	585.52	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.8	$10M		83k	124.96	View chart
Microstrategy Inc Cl A Stock (MSTR)	0.7	$9.8M	+31%	34k	289.62	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.7	$9.7M	+75%	355k	27.32	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.7	$9.3M		105k	88.79	View chart
Tesla Stock (TSLA)	0.7	$9.2M	+62%	23k	403.84	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.7	$9.1M	-29%	16k	586.11	View chart
Vanguard Value Etf Etf (VTV)	0.6	$8.8M	-36%	52k	169.30	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.6	$8.5M		151k	56.48	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.6	$8.4M	+3%	191k	44.04	View chart
Visa Inc Com Cl A Stock (V)	0.6	$8.4M	-24%	27k	316.04	View chart
Spdr Gold Shares Etf (GLD)	0.6	$8.2M		34k	242.13	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.6	$8.1M		140k	57.53	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.6	$7.9M	+850%	223k	35.26	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.6	$7.6M	+15%	101k	75.53	View chart
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)	0.6	$7.6M	NEW	229k	33.27	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.6	$7.5M	+8%	65k	115.55	View chart
Enterprise Prods Partners Stock (EPD)	0.5	$7.2M		229k	31.36	View chart
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD)	0.5	$7.2M	+2%	167k	42.97	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.5	$7.1M	+4%	41k	175.23	View chart
Automatic Data Processing Stock (ADP)	0.5	$7.1M		24k	292.74	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.5	$6.8M	+11%	10.00	680920.00	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.5	$6.8M		141k	47.82	View chart
Angel Oak Finl Strategies Incm Com Ben Int Cef (FINS)	0.5	$6.6M	-4%	519k	12.70	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.5	$6.5M	-20%	11k	588.69	View chart
Walmart Stock (WMT)	0.5	$6.4M	-3%	71k	90.35	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.5	$6.2M		119k	52.22	View chart
Unitedhealth Group Stock (UNH)	0.5	$6.2M		12k	505.88	View chart
Fidelity Fundamental Large Cap Core Etf Etf (FFLC)	0.4	$6.1M	NEW	134k	45.89	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.4	$5.9M	-4%	304k	19.59	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.4	$5.9M	+4%	46k	128.62	View chart
Blackstone Mtg Tr Inc Com Cl A Reit (BXMT)	0.4	$5.9M	-7%	339k	17.41	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.4	$5.9M	+102%	164k	35.85	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.4	$5.9M	+5%	65k	90.42	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.4	$5.8M	-51%	20k	289.81	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.4	$5.8M	+2%	216k	26.63	View chart
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)	0.4	$5.6M	-10%	127k	44.01	View chart
Oneok Stock (OKE)	0.4	$5.6M		55k	100.40	View chart
Procter And Gamble Stock (PG)	0.4	$5.5M	-3%	33k	167.65	View chart
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG)	0.4	$5.5M	+35%	109k	50.21	View chart
Chevron Corp Stock (CVX)	0.4	$5.4M		37k	144.84	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	0.4	$5.3M	+103%	116k	46.07	View chart
Johnson & Johnson Stock (JNJ)	0.4	$5.3M	-4%	37k	144.62	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.4	$5.2M	+2%	74k	70.28	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.4	$5.0M	+9%	57k	87.82	View chart
Lowes Cos Stock (LOW)	0.4	$4.9M	+2%	20k	246.81	View chart
Direxion Nasdaq-100 Equal Weighted Index Shares Etf (QQQE)	0.4	$4.9M	-13%	54k	89.77	View chart
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI)	0.4	$4.8M	+9%	200k	24.24	View chart
Vanguard Small-cap Etf Etf (VB)	0.4	$4.8M	+2%	20k	240.29	View chart
Amgen Stock (AMGN)	0.4	$4.8M		19k	260.65	View chart
Geo Group Stock (GEO)	0.3	$4.8M	NEW	171k	27.98	View chart
Abbott Labs Stock (ABT)	0.3	$4.7M		42k	113.11	View chart
Cisco Sys Stock (CSCO)	0.3	$4.7M		80k	59.20	View chart
Cameco Corp Stock (CCJ)	0.3	$4.7M	+38%	92k	51.39	View chart
Phillips 66 Stock (PSX)	0.3	$4.6M	-8%	41k	113.93	View chart
Cintas Corp Stock (CTAS)	0.3	$4.6M	+2%	25k	182.70	View chart
Sofi Technologies Stock (SOFI)	0.3	$4.6M	NEW	296k	15.40	View chart
International Business Machs Stock (IBM)	0.3	$4.5M	+4%	20k	219.84	View chart
Nextera Energy Stock (NEE)	0.3	$4.4M	+2%	62k	71.69	View chart
Ishares Silver Trust Etf (SLV)	0.3	$4.4M		168k	26.33	View chart
Emerson Elec Stock (EMR)	0.3	$4.3M	+4%	35k	123.93	View chart
Us Treasury 12 Month Bill Etf Etf (OBIL)	0.3	$4.3M	+22%	86k	50.06	View chart
First Trust Senior Loan Fund Etf (FTSL)	0.3	$4.3M	+4%	92k	46.24	View chart
Kla Corp Stock (KLAC)	0.3	$4.3M		6.8k	630.21	View chart
Blackrock Stock (BLK)	0.3	$4.2M	+2%	4.1k	1025.26	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.3	$4.1M		35k	115.18	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.3	$4.0M	+80%	60k	66.77	View chart
Booking Holdings Stock (BKNG)	0.3	$4.0M	-13%	809.00	4968.42	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.3	$3.9M	-18%	39k	101.53	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.3	$3.9M	+4%	76k	51.70	View chart
Verizon Communications Stock (VZ)	0.3	$3.9M	+107%	98k	39.99	View chart
Aflac Stock (AFL)	0.3	$3.9M	+4%	37k	103.44	View chart
Analog Devices Stock (ADI)	0.3	$3.8M	+3%	18k	212.46	View chart
Pfizer Stock (PFE)	0.3	$3.7M	+64%	141k	26.53	View chart
Home Depot Stock (HD)	0.3	$3.6M	-12%	9.4k	389.02	View chart
Hawkins Stock (HWKN)	0.3	$3.6M	-24%	30k	122.67	View chart
Starbucks Corp Stock (SBUX)	0.3	$3.6M		39k	91.25	View chart
Illinois Tool Wks Stock (ITW)	0.3	$3.5M	+3%	14k	253.57	View chart
Oracle Corp Stock (ORCL)	0.3	$3.5M	+2%	21k	166.64	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.3	$3.5M	+3%	10k	351.79	View chart
Chubb Stock (CB)	0.2	$3.4M	+3%	12k	276.31	View chart
Linde Stock (LIN)	0.2	$3.4M	+3%	8.0k	418.68	View chart
Mcdonalds Corp Stock (MCD)	0.2	$3.4M		12k	289.91	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.2	$3.2M	+107%	41k	78.65	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.2	$3.2M	+14%	32k	100.60	View chart
Pepsico Stock (PEP)	0.2	$3.2M		21k	152.06	View chart
Caseys Gen Stores Stock (CASY)	0.2	$3.2M	+3%	8.0k	396.23	View chart
Cencora Stock (COR)	0.2	$3.1M		14k	224.70	View chart
Sprott Physical Gold & Silver Tr Unit Cef (CEF)	0.2	$3.1M		130k	23.76	View chart
Trane Technologies Stock (TT)	0.2	$3.1M	+4%	8.3k	369.35	View chart
Kt Corp Adr (KT)	0.2	$3.1M		197k	15.52	View chart
Qualcomm Stock (QCOM)	0.2	$3.1M	+4%	20k	153.62	View chart
Deere & Co Stock (DE)	0.2	$3.0M		7.1k	423.71	View chart
Vanguard Russell 3000 Etf Etf (VTHR)	0.2	$3.0M		12k	259.75	View chart
Seabridge Gold Stock (SA)	0.2	$3.0M	+4%	263k	11.41	View chart
General Dynamics Corp Stock (GD)	0.2	$3.0M	+2%	11k	263.50	View chart
Ameriprise Finl Stock (AMP)	0.2	$3.0M	+3%	5.6k	532.43	View chart
Innovator U.s. Equity Power Buffer Etf - November Etf (PNOV)	0.2	$2.9M	NEW	78k	37.87	View chart
Palo Alto Networks Stock (PANW)	0.2	$2.9M	+104%	16k	181.96	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$2.9M	-24%	15k	195.84	View chart
Victoryshares Short-term Bond Etf Etf (USTB)	0.2	$2.9M	+50%	57k	50.20	View chart
Unum Group Stock (UNM)	0.2	$2.9M	+3%	39k	73.03	View chart
Sprott Uranium Miners Etf Etf (URNM)	0.2	$2.8M		71k	40.31	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	0.2	$2.8M	-2%	29k	97.92	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.2	$2.8M	+2%	21k	135.37	View chart
Merck & Co Stock (MRK)	0.2	$2.8M	-40%	28k	99.48	View chart
Kinder Morgan Inc Del Stock (KMI)	0.2	$2.8M		102k	27.40	View chart
Paychex Stock (PAYX)	0.2	$2.8M		20k	140.23	View chart
Proshares Msci Eafe Dividend Growers Etf Etf (EFAD)	0.2	$2.7M	+3%	74k	37.00	View chart
Spdr S&p Biotech Etf Etf (XBI)	0.2	$2.7M		30k	90.06	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.2	$2.7M		20k	137.57	View chart
Rigetti Computing Stock (RGTI)	0.2	$2.7M	NEW	175k	15.26	View chart
Ingredion Stock (INGR)	0.2	$2.7M	+2%	19k	137.56	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.2	$2.7M	+2%	30k	89.04	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.2	$2.6M	+8%	42k	63.45	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.2	$2.6M	+9%	46k	56.38	View chart
Ensign Group Stock (ENSG)	0.2	$2.6M	+3%	20k	132.86	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.2	$2.6M		4.8k	538.82	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.2	$2.6M	+3%	64k	40.41	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$2.6M	-49%	14k	190.89	View chart
Target Corp Stock (TGT)	0.2	$2.6M		19k	135.18	View chart
Abbvie Stock (ABBV)	0.2	$2.5M	-49%	14k	177.70	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.2	$2.5M	+57%	112k	22.20	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.2	$2.5M	-3%	29k	85.66	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.2	$2.5M	+444%	78k	31.44	View chart
Quanta Svcs Stock (PWR)	0.2	$2.4M		7.7k	316.05	View chart
Hubbell Stock (HUBB)	0.2	$2.4M	+3%	5.7k	418.89	View chart
Central & Eastern Europe Fd In Cef (CEE)	0.2	$2.4M		217k	10.92	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.2	$2.3M	-5%	29k	80.93	View chart
Blackstone Stock (BX)	0.2	$2.3M	-11%	14k	172.43	View chart
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.2	$2.3M	-8%	78k	29.86	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.2	$2.3M	-9%	39k	59.14	View chart
Pinnacle West Cap Corp Stock (PNW)	0.2	$2.3M	NEW	27k	84.77	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.2	$2.3M	+6%	96k	23.93	View chart
Salesforce Stock (CRM)	0.2	$2.3M		6.8k	334.34	View chart
Gallagher Arthur J & Co Stock (AJG)	0.2	$2.3M	+3%	8.0k	283.85	View chart
Ab Ultra Short Income Etf Etf (YEAR)	0.2	$2.2M	NEW	44k	50.35	View chart
Applovin Corp Com Cl A Stock (APP)	0.2	$2.2M	NEW	6.8k	323.83	View chart
Arista Networks Stock (ANET)	0.2	$2.2M	NEW	20k	110.53	View chart
L3harris Technologies Stock (LHX)	0.2	$2.2M	+5%	10k	210.30	View chart
Cambria Emerging Shareholder Yield Etf Etf (EYLD)	0.2	$2.2M	+32%	70k	31.31	View chart
Vanguard Long-term Corporate Bond Etf Etf (VCLT)	0.2	$2.2M	+37%	29k	74.78	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.2	$2.2M		25k	88.40	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$2.2M	-48%	11k	190.45	View chart
Lemaitre Vascular Stock (LMAT)	0.2	$2.2M	+6%	24k	92.14	View chart
Ishares Tips Bond Etf Etf (TIP)	0.2	$2.1M	-7%	20k	106.55	View chart
Pgim Ultra Short Bond Etf Etf (PULS)	0.2	$2.1M	+16%	43k	49.55	View chart
Direxion Auspice Broad Commodity Strategy Etf Etf (COM)	0.2	$2.1M		73k	28.32	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.2	$2.1M	+2%	55k	37.53	View chart
Invesco S&p 500 Pure Value Etf Etf (RPV)	0.2	$2.1M	+112%	23k	90.21	View chart
Zoetis Inc Cl A Stock (ZTS)	0.1	$2.0M	+3%	13k	162.94	View chart
Evercore Inc Class A Stock (EVR)	0.1	$2.0M	+2%	7.3k	277.19	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.1	$2.0M	-3%	18k	112.27	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.1	$2.0M	+14%	40k	49.96	View chart
Resmed Stock (RMD)	0.1	$2.0M	NEW	8.7k	228.69	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.1	$2.0M		9.3k	212.68	View chart
Te Connectivity Plc Ord Stock (TEL)	0.1	$2.0M	+63%	14k	142.97	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.1	$2.0M		15k	129.34	View chart
S&p Global Stock (SPGI)	0.1	$2.0M		3.9k	498.07	View chart
Caterpillar Stock (CAT)	0.1	$1.9M	-2%	5.4k	362.80	View chart
Grainger W W Stock (GWW)	0.1	$1.9M	+7%	1.8k	1054.09	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.1	$1.9M	-13%	56k	33.91	View chart
Eli Lilly & Co Stock (LLY)	0.1	$1.9M	-60%	2.5k	772.27	View chart
Vanguard Large-cap Etf Etf (VV)	0.1	$1.9M	+5%	6.9k	269.72	View chart
Hercules Capital Cef (HTGC)	0.1	$1.9M		92k	20.09	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$1.9M	+3%	10k	185.15	View chart
Danaher Corporation Stock (DHR)	0.1	$1.9M	-2%	8.1k	229.57	View chart
Highland Opportunities Highland Income Cef (HFRO)	0.1	$1.8M	-2%	356k	5.19	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$1.8M	-2%	24k	77.27	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.1	$1.8M		37k	48.33	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - June Etf (GJUN)	0.1	$1.8M	+281%	50k	36.00	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$1.8M		9.0k	197.51	View chart
Innovator Buffer Step-up Strategy Etf Etf (BSTP)	0.1	$1.7M	+10%	52k	33.21	View chart
First Trust Growth Strength Etf Etf (FTGS)	0.1	$1.7M	+90%	55k	31.40	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.1	$1.7M		19k	92.59	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$1.7M		8.6k	198.19	View chart
Spdr Global Dow Etf Etf (DGT)	0.1	$1.7M	-20%	13k	132.03	View chart
Capital Group New Geography Equity Etf Etf (CGNG)	0.1	$1.7M	NEW	68k	24.77	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$1.7M	+15%	22k	75.63	View chart
Wec Energy Group Stock (WEC)	0.1	$1.6M		17k	94.04	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$1.6M	+7%	17k	96.90	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.1	$1.6M	-6%	7.1k	224.37	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.1	$1.6M		4.0k	402.70	View chart
Newmont Corp Stock (NEM)	0.1	$1.6M	+14%	42k	37.22	View chart
Innovator U.s. Equity Ultra Buffer Etf - July Etf (UJUL)	0.1	$1.6M		45k	34.49	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$1.6M	+5%	5.4k	287.82	View chart
Alibaba Group Hldg Adr (BABA)	0.1	$1.6M	-36%	18k	84.79	View chart
Nike Inc Cl B Stock (NKE)	0.1	$1.5M		20k	75.67	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.1	$1.5M	-2%	41k	38.08	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.1	$1.5M		22k	68.94	View chart
Innovator U.s. Equity Power Buffer Etf - September Etf (PSEP)	0.1	$1.5M	+6%	39k	39.09	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	0.1	$1.5M	+4%	31k	48.67	View chart
Celestica Stock (CLS)	0.1	$1.5M	+2%	16k	92.30	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$1.5M		7.3k	201.81	View chart
Diamondback Energy Stock (FANG)	0.1	$1.5M	+3%	8.9k	163.84	View chart
Netflix Stock (NFLX)	0.1	$1.5M		1.6k	891.32	View chart
Coca Cola Stock (KO)	0.1	$1.4M	-7%	23k	62.26	View chart
Ballast Small/mid Cap Etf Etf (MGMT)	0.1	$1.4M		34k	41.58	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.1	$1.4M	+4%	15k	96.81	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.1	$1.4M	+7%	10k	139.35	View chart
Nexpoint Diversified Rel Et Tr Reit (NXDT)	0.1	$1.4M	-32%	229k	6.10	View chart
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI)	0.1	$1.4M	+3%	74k	18.70	View chart
Conocophillips Stock (COP)	0.1	$1.4M	-4%	14k	99.17	View chart
Innovator U.s. Equity Power Buffer Etf - June Etf (PJUN)	0.1	$1.4M		37k	37.52	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.1	$1.4M	+5%	27k	50.88	View chart
Pacer Developed Markets International Cash Cows 100 Etf Etf (ICOW)	0.1	$1.4M	-2%	47k	29.19	View chart
Boeing Stock (BA)	0.1	$1.4M	+88%	7.6k	177.00	View chart
Innovator U.s. Equity Buffer Etf - June Etf (BJUN)	0.1	$1.3M		32k	41.52	View chart
Innovator U.s. Equity Power Buffer Etf - December Etf (PDEC)	0.1	$1.3M	+23%	35k	38.42	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$1.3M	+10%	18k	71.91	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$1.3M	-21%	2.7k	485.97	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$1.3M	+4%	9.0k	145.36	View chart
Stryker Corporation Stock (SYK)	0.1	$1.3M		3.6k	360.07	View chart
Bank America Corp Stock (BAC)	0.1	$1.3M	-9%	29k	43.95	View chart
Ishares North American Natural Resources Etf Etf (IGE)	0.1	$1.3M	-3%	30k	42.73	View chart
Innovator U.s. Equity Power Buffer Etf - August Etf (PAUG)	0.1	$1.3M		33k	38.50	View chart
Ishares Morningstar Small-cap Etf Etf (ISCB)	0.1	$1.3M		22k	58.67	View chart
Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL)	0.1	$1.3M		31k	41.17	View chart
Colgate Palmolive Stock (CL)	0.1	$1.3M	+3%	14k	90.91	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.1	$1.2M		16k	78.61	View chart
Adam Nat Res Cef (PEO)	0.1	$1.2M		57k	21.74	View chart
Block Inc Cl A Stock (XYZ)	0.1	$1.2M	+85%	14k	84.99	View chart
Antero Midstream Corp Stock (AM)	0.1	$1.2M		81k	15.09	View chart
Eagle Matls Stock (EXP)	0.1	$1.2M	+2%	4.9k	246.76	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.1	$1.2M	-9%	30k	40.26	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.1	$1.2M	+195%	50k	23.68	View chart
Williams Cos Stock (WMB)	0.1	$1.2M		22k	54.12	View chart
Flexshares Credit-scored Us Corporate Bond Index Fund Etf (SKOR)	0.1	$1.1M	+22%	24k	47.70	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.1	$1.1M	+7%	33k	34.97	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$1.1M		3.3k	342.16	View chart
Ares Dynamic Cr Allocation Cef (ARDC)	0.1	$1.1M		75k	15.11	View chart

Past Filings by Nations Financial Group

SEC 13F filings are viewable for Nations Financial Group going back to 2015

Nations Financial Group 2024 Q4 filed Jan. 30, 2025
Nations Financial Group 2024 Q3 filed Nov. 4, 2024
Nations Financial Group 2024 Q2 filed July 29, 2024
Nations Financial Group 2024 Q1 filed April 23, 2024
Nations Financial Group 2023 Q4 filed Feb. 9, 2024
Nations Financial Group 2023 Q3 filed Nov. 14, 2023
Nations Financial Group 2023 Q2 filed Aug. 14, 2023
Nations Financial Group 2023 Q1 filed May 15, 2023
Nations Financial Group 2022 Q4 filed Feb. 7, 2023
Nations Financial Group 2022 Q3 filed Nov. 14, 2022
Nations Financial Group 2022 Q2 filed Aug. 15, 2022
Nations Financial Group 2022 Q1 filed May 13, 2022
Nations Financial Group 2021 Q4 filed Feb. 10, 2022
Nations Financial Group 2021 Q3 filed Nov. 12, 2021
Nations Financial Group 2021 Q2 filed Aug. 16, 2021
Nations Financial Group 2021 Q1 filed May 14, 2021

View all past filings

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