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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 NVDA, AAPL, MSFT, QQQ, IJH, and represent 11.04% of Nations Financial Group's stock portfolio.
Added to shares of these 10 stocks: SPMO (+$7.4M), BMNR (+$5.7M), SCHX (+$5.5M), HGER, DIVO, FBND, PTL, COPY, SIVR, OBIL.
Started 64 new stock positions in NUKZ, BUFF, DIA, FTAI, CGMM, RISN, GPIQ, BKDV, GPIX, ISMD.
Reduced shares in these 10 stocks: BRK.B (-$11M), BIDU, SPYI, BAR, INGR, JEPI, YEAR, OKE, XBI, BABA.
Sold out of its positions in YEAR, APO, CP, CL, CORZ, CORZW, CUBE, DOW, GAUG, FTNT.
Nations Financial Group was a net buyer of stock by $45M.
Nations Financial Group has $1.6B in assets under management (AUM), dropping by 10.36%.
Central Index Key (CIK): 0001109767

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Portfolio Holdings for Nations Financial Group

Nations Financial Group holds 711 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Nations Financial Group has 711 total positions. Only the first 250 positions are shown.

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Download the Nations Financial Group September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Nvidia Corporation Stock (NVDA)	2.7	$44M		234k	186.58	View chart
Apple Stock (AAPL)	2.4	$39M		152k	254.63	View chart
Microsoft Corp Stock (MSFT)	2.4	$38M		74k	517.96	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.8	$29M		48k	600.38	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	1.7	$28M	-2%	430k	65.26	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.7	$28M	-28%	55k	502.74	View chart
Ishares Russell 3000 Etf Etf (IWV)	1.6	$25M	-2%	66k	378.95	View chart
Fidelity Blue Chip Growth Etf Etf (FBCG)	1.3	$21M	+11%	385k	53.66	View chart
Technology Select Sector Spdr Fund Etf (XLK)	1.3	$21M		73k	281.86	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.3	$20M	+9%	83k	243.10	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	1.2	$20M		142k	140.95	View chart
Meta Platforms Inc Cl A Stock (META)	1.1	$18M	+2%	25k	734.40	View chart
Amazon Stock (AMZN)	1.1	$18M	+8%	81k	219.57	View chart
Jpmorgan Chase & Co Stock (JPM)	1.1	$18M	+4%	57k	315.44	View chart
Broadcom Stock (AVGO)	1.1	$17M		52k	329.91	View chart
Vanguard Mid-cap Etf Etf (VO)	0.9	$14M		48k	293.74	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.9	$14M	+4%	21k	666.20	View chart
Vanguard Growth Etf Etf (VUG)	0.8	$14M	-3%	28k	479.62	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.8	$14M	+6%	20k	669.32	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.8	$13M		245k	54.18	View chart
Spdr Gold Shares Etf (GLD)	0.8	$13M	+2%	35k	355.47	View chart
Costco Whsl Corp Stock (COST)	0.7	$12M	-12%	13k	925.64	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.7	$12M	-9%	426k	27.30	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.7	$12M	-7%	121k	95.14	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.7	$11M	+8%	266k	42.03	View chart
Visa Inc Com Cl A Stock (V)	0.7	$11M		31k	341.39	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.7	$11M		88k	118.83	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.6	$10M		80k	129.72	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.6	$10M	+7%	121k	82.73	View chart
Global X Uranium Etf Etf (URA)	0.6	$9.9M	-10%	208k	47.67	View chart
Vanguard Value Etf Etf (VTV)	0.6	$9.8M	+3%	53k	186.49	View chart
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)	0.6	$9.4M	+4%	249k	37.70	View chart
Exxon Mobil Corp Stock (XOM)	0.6	$9.0M		80k	112.75	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.5	$8.7M	+4%	100k	87.31	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	0.5	$8.7M	+8%	183k	47.55	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.5	$8.3M		11.00	754200.00	View chart
Oracle Corp Stock (ORCL)	0.5	$8.2M	-6%	29k	281.25	View chart
Ishares Silver Trust Etf (SLV)	0.5	$8.0M		189k	42.37	View chart
Seabridge Gold Stock (SA)	0.5	$7.9M	+10%	327k	24.15	View chart
Enterprise Prods Partners Stock (EPD)	0.5	$7.9M		252k	31.27	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.5	$7.7M		129k	59.92	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.5	$7.7M	+7%	107k	72.26	View chart
Invesco S&p 500 Momentum Etf Etf (SPMO)	0.5	$7.4M	NEW	61k	121.06	View chart
Tesla Stock (TSLA)	0.5	$7.4M	+20%	17k	444.72	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.4	$7.2M	+3%	50k	145.65	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.4	$7.1M	+5%	188k	38.02	View chart
Fidelity Fundamental Large Cap Core Etf Etf (FFLC)	0.4	$7.1M	-2%	137k	52.04	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.4	$7.1M	+14%	69k	103.36	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.4	$6.9M	-9%	32k	215.79	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.4	$6.9M	+4%	25k	279.29	View chart
Us Treasury 12 Month Bill Etf Etf (OBIL)	0.4	$6.8M	+69%	136k	50.31	View chart
Walmart Stock (WMT)	0.4	$6.8M		66k	103.06	View chart
First Trust Senior Loan Fund Etf (FTSL)	0.4	$6.8M	+11%	148k	45.84	View chart
Angel Oak Finl Strategies Incm Com Ben Int Cef (FINS)	0.4	$6.7M		510k	13.11	View chart
Kla Corp Stock (KLAC)	0.4	$6.7M		6.2k	1078.72	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.4	$6.5M	+2%	70k	93.35	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.4	$6.4M		34k	189.70	View chart
Strategy Inc Cl A Stock (MSTR)	0.4	$6.4M		20k	322.21	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.4	$6.2M		19k	328.17	View chart
Automatic Data Processing Stock (ADP)	0.4	$6.2M		21k	293.50	View chart
Netflix Stock (NFLX)	0.4	$6.2M	+2%	5.1k	1198.92	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.4	$6.1M		51k	119.51	View chart
International Business Machs Stock (IBM)	0.4	$5.9M		21k	282.16	View chart
Johnson & Johnson Stock (JNJ)	0.4	$5.9M		32k	185.42	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.4	$5.9M	+1601%	224k	26.34	View chart
Hawkins Stock (HWKN)	0.4	$5.9M	+2%	32k	182.72	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.4	$5.9M	+4%	89k	65.92	View chart
Graniteshares Gold Shares Etf (BAR)	0.4	$5.8M	-32%	154k	38.06	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.4	$5.7M	-8%	32k	182.42	View chart
Bitmine Immersion Tecnologies Stock (BMNR)	0.4	$5.7M	NEW	111k	51.93	View chart
Blackstone Mtg Tr Inc Com Cl A Reit (BXMT)	0.4	$5.7M	-3%	310k	18.41	View chart
Alibaba Group Hldg Adr (BABA)	0.3	$5.5M	-26%	31k	178.73	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.3	$5.3M	+13%	70k	76.40	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.3	$5.1M		295k	17.16	View chart
Cencora Stock (COR)	0.3	$5.0M	+14%	16k	312.55	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.3	$5.0M	+6%	41k	120.72	View chart
Pacer Us Small Cap Cash Cows Etf Etf (CALF)	0.3	$5.0M		113k	43.78	View chart
Chevron Corp Stock (CVX)	0.3	$4.9M		32k	155.29	View chart
Verizon Communications Stock (VZ)	0.3	$4.8M	+7%	110k	43.95	View chart
Cisco Sys Stock (CSCO)	0.3	$4.8M		70k	68.42	View chart
Caseys Gen Stores Stock (CASY)	0.3	$4.8M		8.5k	565.36	View chart
Fidelity Total Bond Etf Etf (FBND)	0.3	$4.8M	+308%	104k	46.24	View chart
Amgen Stock (AMGN)	0.3	$4.7M		17k	282.20	View chart
Sprott Asset Management Lp Physical Gold An Cef (CEF)	0.3	$4.6M		126k	36.69	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.3	$4.6M		36k	130.28	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.3	$4.6M	+3%	80k	57.47	View chart
Procter And Gamble Stock (PG)	0.3	$4.5M		29k	153.65	View chart
Phillips 66 Stock (PSX)	0.3	$4.5M	-3%	33k	136.02	View chart
Direxion Nasdaq-100 Equal Weighted Index Shares Etf (QQQE)	0.3	$4.4M	-10%	43k	101.61	View chart
Harbor All-weather Inflation Focus Etf Etf (HGER)	0.3	$4.4M	NEW	171k	25.80	View chart
Advanced Micro Devices Stock (AMD)	0.3	$4.3M	+22%	27k	161.79	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.3	$4.3M	-8%	80k	53.03	View chart
Emerson Elec Stock (EMR)	0.3	$4.2M		32k	131.18	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.3	$4.0M		60k	67.26	View chart
Rtx Corporation Stock (RTX)	0.2	$4.0M		24k	167.34	View chart
Abbott Labs Stock (ABT)	0.2	$4.0M		30k	133.94	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.2	$4.0M		119k	33.37	View chart
Blackrock Stock (BLK)	0.2	$3.8M		3.3k	1165.87	View chart
Lowes Cos Stock (LOW)	0.2	$3.8M		15k	251.31	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.2	$3.8M	+6%	6.2k	612.41	View chart
Abbvie Stock (ABBV)	0.2	$3.8M		16k	231.54	View chart
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)	0.2	$3.8M	NEW	85k	44.57	View chart
Welltower Reit (WELL)	0.2	$3.8M	+13%	21k	178.14	View chart
Victoryshares Short-term Bond Etf Etf (USTB)	0.2	$3.7M		73k	50.99	View chart
Cintas Corp Stock (CTAS)	0.2	$3.7M		18k	205.26	View chart
Nextera Energy Stock (NEE)	0.2	$3.7M		49k	75.49	View chart
Inspire 500 Etf Etf (PTL)	0.2	$3.6M	+669%	14k	249.25	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.2	$3.5M		46k	76.01	View chart
First Trust Smith Opportunistic Fixed Income Etf Etf (FIXD)	0.2	$3.5M	-12%	79k	44.42	View chart
Analog Devices Stock (ADI)	0.2	$3.5M		14k	245.72	View chart
Ensign Group Stock (ENSG)	0.2	$3.5M		20k	172.78	View chart
Palo Alto Networks Stock (PANW)	0.2	$3.5M	+2%	17k	203.62	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.2	$3.4M		42k	81.19	View chart
Unum Group Stock (UNM)	0.2	$3.4M	+10%	43k	77.78	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.2	$3.4M	+34%	66k	50.78	View chart
Vanguard Russell 3000 Etf Etf (VTHR)	0.2	$3.3M	-2%	11k	294.33	View chart
Celestica Stock (CLS)	0.2	$3.3M	-24%	14k	246.38	View chart
Te Connectivity Plc Ord Stock (TEL)	0.2	$3.3M	+3%	15k	219.53	View chart
Proshares Msci Eafe Dividend Growers Etf Etf (EFAD)	0.2	$3.3M		79k	42.15	View chart
Home Depot Stock (HD)	0.2	$3.3M	-3%	8.2k	405.20	View chart
Booking Holdings Stock (BKNG)	0.2	$3.3M	+8%	609.00	5399.27	View chart
Cambria Emerging Shareholder Yield Etf Etf (EYLD)	0.2	$3.3M	+8%	88k	37.20	View chart
Blackstone Stock (BX)	0.2	$3.3M	-8%	19k	170.86	View chart
Deere & Co Stock (DE)	0.2	$3.3M		7.1k	457.31	View chart
Vanguard Long-term Corporate Bond Etf Etf (VCLT)	0.2	$3.2M		42k	77.65	View chart
Royal Gold Stock (RGLD)	0.2	$3.2M	+2%	16k	200.59	View chart
Linde Stock (LIN)	0.2	$3.1M		6.6k	475.01	View chart
Kt Corp Adr (KT)	0.2	$3.1M	-17%	159k	19.50	View chart
Innovator U.s. Equity Power Buffer Etf - November Etf (PNOV)	0.2	$3.1M		75k	41.06	View chart
Newmont Corp Stock (NEM)	0.2	$3.1M	-12%	37k	84.31	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.2	$3.1M		135k	22.72	View chart
Ionq Stock (IONQ)	0.2	$3.0M	+664%	49k	61.50	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.2	$3.0M		115k	25.90	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.2	$3.0M	-3%	62k	47.63	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$3.0M	+8%	14k	206.52	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.2	$2.9M	-47%	51k	57.10	View chart
Eli Lilly & Co Stock (LLY)	0.2	$2.9M	+7%	3.8k	763.11	View chart
Mcdonalds Corp Stock (MCD)	0.2	$2.9M		9.4k	303.92	View chart
Tweedy Browne Insider Value Etf Trust Units Etf (COPY)	0.2	$2.9M	NEW	233k	12.31	View chart
Kinder Morgan Inc Del Stock (KMI)	0.2	$2.9M		101k	28.31	View chart
Pinnacle West Cap Corp Stock (PNW)	0.2	$2.8M		32k	89.66	View chart
Ameriprise Finl Stock (AMP)	0.2	$2.8M		5.8k	491.27	View chart
Illinois Tool Wks Stock (ITW)	0.2	$2.8M		11k	260.76	View chart
Abrdn Physical Silver Shares Etf Etf (SIVR)	0.2	$2.8M	NEW	63k	44.48	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.2	$2.8M		31k	88.96	View chart
Innovator Buffer Step-up Strategy Etf Etf (BSTP)	0.2	$2.7M	+13%	75k	36.37	View chart
Starbucks Corp Stock (SBUX)	0.2	$2.7M		32k	84.60	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	0.2	$2.7M	-7%	24k	110.66	View chart
Vaneck Oil Services Etf Etf (OIH)	0.2	$2.7M		10k	259.91	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$2.7M	-2%	11k	243.56	View chart
Resmed Stock (RMD)	0.2	$2.6M		9.5k	273.74	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.2	$2.6M	-2%	27k	95.19	View chart
L3harris Technologies Stock (LHX)	0.2	$2.6M		8.5k	305.44	View chart
Capital Group New Geography Equity Etf Etf (CGNG)	0.2	$2.6M	+7%	83k	30.90	View chart
Quanta Svcs Stock (PWR)	0.2	$2.6M	-11%	6.2k	414.46	View chart
Caterpillar Stock (CAT)	0.2	$2.6M		5.4k	477.21	View chart
Ge Aerospace Stock (GE)	0.2	$2.5M	+7%	8.4k	300.84	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.2	$2.5M	+32%	64k	39.22	View chart
Gallagher Arthur J & Co Stock (AJG)	0.2	$2.5M		8.1k	309.76	View chart
Inspire 100 Etf Etf (BIBL)	0.2	$2.5M	+494%	56k	44.43	View chart
Howmet Aerospace Stock (HWM)	0.2	$2.5M		13k	196.24	View chart
Pepsico Stock (PEP)	0.2	$2.5M		18k	140.44	View chart
Ishares Gold Trust Etf (IAU)	0.2	$2.5M	-7%	34k	72.77	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.2	$2.5M		43k	57.52	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.2	$2.5M		78k	31.62	View chart
Ishares Msci South Korea Etf Etf (EWY)	0.1	$2.4M		30k	80.10	View chart
Constellation Energy Corp Stock (CEG)	0.1	$2.4M	+2%	7.3k	329.08	View chart
Salesforce Stock (CRM)	0.1	$2.4M	-22%	10k	237.01	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.1	$2.3M		17k	139.68	View chart
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG)	0.1	$2.3M	+4%	47k	49.31	View chart
First Trust Growth Strength Etf Etf (FTGS)	0.1	$2.3M		65k	35.91	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.1	$2.3M	-5%	17k	139.17	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$2.3M		24k	96.55	View chart
Innovator U.s. Equity Power Buffer Etf - September Etf (PSEP)	0.1	$2.3M	+33%	54k	42.95	View chart
Pfizer Stock (PFE)	0.1	$2.3M	+2%	90k	25.48	View chart
Cme Group Stock (CME)	0.1	$2.3M		8.4k	270.21	View chart
Ondas Hldgs Stock (ONDS)	0.1	$2.2M	NEW	286k	7.72	View chart
Direxion Auspice Broad Commodity Strategy Etf Etf (COM)	0.1	$2.2M	+2%	77k	28.73	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$2.2M	+15%	11k	209.27	View chart
American Express Stock (AXP)	0.1	$2.2M	+405%	6.6k	332.18	View chart
Aflac Stock (AFL)	0.1	$2.2M	-35%	20k	111.70	View chart
American Elec Pwr Stock (AEP)	0.1	$2.2M	+2%	19k	112.50	View chart
Lemaitre Vascular Stock (LMAT)	0.1	$2.2M		25k	87.51	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.1	$2.2M	-2%	24k	89.34	View chart
Vanguard Large-cap Etf Etf (VV)	0.1	$2.1M		7.0k	307.87	View chart
General Dynamics Corp Stock (GD)	0.1	$2.1M	-29%	6.3k	341.02	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.1	$2.1M	-3%	17k	122.45	View chart
Vanguard Mega Cap Etf Etf (MGC)	0.1	$2.1M	-6%	8.7k	244.10	View chart
Uber Technologies Stock (UBER)	0.1	$2.1M	NEW	21k	97.97	View chart
Oneok Stock (OKE)	0.1	$2.1M	-55%	29k	72.97	View chart
Capital Group International Equity Etf Etf (CGIE)	0.1	$2.1M	+43%	61k	33.72	View chart
Antero Midstream Corp Stock (AM)	0.1	$2.0M		104k	19.44	View chart
Cameco Corp Stock (CCJ)	0.1	$2.0M	+4%	24k	83.86	View chart
Paychex Stock (PAYX)	0.1	$2.0M		16k	126.76	View chart
Pacer Developed Markets International Cash Cows 100 Etf Etf (ICOW)	0.1	$2.0M	+6%	54k	36.42	View chart
Boeing Stock (BA)	0.1	$2.0M	+17%	9.1k	215.84	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.1	$2.0M		34k	57.52	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.1	$1.9M		19k	99.95	View chart
Sprott Stock (SII)	0.1	$1.9M	-4%	23k	83.19	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	0.1	$1.9M	+39%	20k	93.75	View chart
Chubb Stock (CB)	0.1	$1.9M	-32%	6.8k	282.29	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$1.9M	+7%	19k	100.26	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.1	$1.9M		5.8k	320.04	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.1	$1.8M	-2%	24k	78.34	View chart
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI)	0.1	$1.8M	+26%	95k	19.34	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - June Etf (GJUN)	0.1	$1.8M		47k	38.88	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.1	$1.8M		11k	164.54	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$1.8M	-3%	3.8k	490.38	View chart
Hercules Capital Cef (HTGC)	0.1	$1.8M	+2%	97k	18.91	View chart
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.1	$1.8M	-11%	60k	30.29	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.1	$1.8M	-2%	19k	93.64	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.1	$1.8M		45k	39.54	View chart
Arista Networks Stock (ANET)	0.1	$1.8M	+20%	12k	145.71	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$1.8M		23k	78.91	View chart
Merck & Co Stock (MRK)	0.1	$1.8M		21k	83.93	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$1.8M	-2%	7.1k	246.60	View chart
Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS)	0.1	$1.8M		15k	120.66	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.1	$1.7M	-10%	32k	53.87	View chart
Innovator U.s. Equity Ultra Buffer Etf - July Etf (UJUL)	0.1	$1.7M		45k	38.11	View chart
Innovator U.s. Equity Power Buffer Etf - December Etf (PDEC)	0.1	$1.7M		40k	42.02	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$1.7M		8.3k	203.61	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.1	$1.7M		4.3k	391.64	View chart
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)	0.1	$1.6M		26k	62.91	View chart
Comfort Sys Usa Stock (FIX)	0.1	$1.6M	+36%	2.0k	825.18	View chart
Mercadolibre Stock (MELI)	0.1	$1.6M	+79%	699.00	2336.94	View chart
United Rentals Stock (URI)	0.1	$1.6M		1.7k	954.66	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.1	$1.6M	-6%	12k	141.50	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.1	$1.6M		14k	118.37	View chart
Wec Energy Group Stock (WEC)	0.1	$1.6M		14k	114.60	View chart
Evercore Inc Class A Stock (EVR)	0.1	$1.6M		4.7k	337.32	View chart
Innovator U.s. Equity Power Buffer Etf - June Etf (PJUN)	0.1	$1.6M	+2%	39k	41.15	View chart
Williams Cos Stock (WMB)	0.1	$1.6M		25k	63.35	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.1	$1.6M		59k	26.30	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.1	$1.5M	-5%	6.4k	239.67	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$1.5M	-3%	7.3k	208.72	View chart
Kratos Defense & Sec Solutions Stock (KTOS)	0.1	$1.5M	NEW	17k	91.37	View chart
United Therapeutics Corp Del Stock (UTHR)	0.1	$1.5M	+16%	3.5k	419.21	View chart
Innovator U.s. Equity Buffer Etf - June Etf (BJUN)	0.1	$1.5M		32k	45.74	View chart
Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL)	0.1	$1.5M		32k	45.60	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	0.1	$1.4M	+4%	29k	49.79	View chart
Ballast Small/mid Cap Etf Etf (MGMT)	0.1	$1.4M	-4%	33k	44.05	View chart
S&p Global Stock (SPGI)	0.1	$1.4M		3.0k	486.71	View chart
Innovator U.s. Equity Power Buffer Etf - August Etf (PAUG)	0.1	$1.4M	+3%	34k	42.47	View chart
Zoetis Inc Cl A Stock (ZTS)	0.1	$1.4M	-3%	9.8k	146.33	View chart
Vaneck Junior Gold Miners Etf Etf (GDXJ)	0.1	$1.4M	-8%	14k	99.03	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$1.4M	+20%	7.3k	194.53	View chart
Ishares North American Natural Resources Etf Etf (IGE)	0.1	$1.4M		29k	49.05	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.1	$1.4M	+25%	42k	33.42	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.1	$1.4M	-18%	15k	91.75	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$1.4M	-6%	18k	74.37	View chart

Past Filings by Nations Financial Group

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

Nations Financial Group 2025 Q3 filed Oct. 28, 2025
Nations Financial Group 2025 Q2 filed Aug. 11, 2025
Nations Financial Group 2025 Q1 filed May 13, 2025
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

View all past filings

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