Nations Financial Group

Nations Financial Group as of Dec. 31, 2017

Portfolio Holdings for Nations Financial Group

Nations Financial Group holds 146 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P MidCap 400 Index (IJH) 7.5 $8.1M 43k 189.79
PowerShares QQQ Trust, Series 1 6.0 $6.5M 42k 155.77
iShares S&P SmallCap 600 Index (IJR) 4.7 $5.1M 67k 76.81
Berkshire Hathaway (BRK.B) 2.9 $3.2M 16k 198.22
Apple (AAPL) 2.9 $3.2M 19k 169.21
Vanguard Emerging Markets ETF (VWO) 2.8 $3.1M 67k 45.91
Spdr S&p 500 Etf (SPY) 2.4 $2.6M 9.7k 266.91
Cohen & Steers infrastucture Fund (UTF) 2.1 $2.3M 95k 24.00
iShares Barclays TIPS Bond Fund (TIP) 1.8 $2.0M 17k 114.06
iShares S&P 500 Growth Index (IVW) 1.8 $1.9M 13k 152.79
First Tr Exchange Traded Fd first tr nasdaq (RDVY) 1.8 $1.9M 65k 29.89
Berkshire Hathaway (BRK.A) 1.4 $1.5M 5.00 297600.00
Vanguard Mid-Cap ETF (VO) 1.3 $1.4M 9.0k 154.78
Verizon Communications (VZ) 1.2 $1.3M 26k 52.92
Vanguard Europe Pacific ETF (VEA) 1.2 $1.3M 28k 44.86
At&t (T) 1.1 $1.2M 30k 38.89
John Hancock Tax-Advantage Dvd Incom (HTD) 1.0 $1.1M 46k 24.66
Procter & Gamble Company (PG) 1.0 $1.1M 12k 91.85
WisdomTree MidCap Dividend Fund (DON) 0.9 $1.0M 29k 35.27
Alliant Energy Corporation (LNT) 0.9 $992k 23k 42.61
Intel Corporation (INTC) 0.9 $965k 21k 46.16
Technology SPDR (XLK) 0.9 $958k 15k 63.96
International Business Machines (IBM) 0.9 $947k 6.2k 153.43
Vanguard REIT ETF (VNQ) 0.9 $934k 11k 82.95
Pfizer (PFE) 0.8 $913k 25k 36.23
Ford Motor Company (F) 0.8 $905k 73k 12.49
Vanguard Short-Term Bond ETF (BSV) 0.8 $861k 11k 79.09
iShares S&P 500 Index (IVV) 0.8 $842k 3.1k 269.01
Pepsi (PEP) 0.8 $824k 6.9k 119.94
iShares MSCI EAFE Index Fund (EFA) 0.8 $829k 12k 70.32
Wal-Mart Stores (WMT) 0.7 $803k 8.1k 98.73
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) 0.7 $797k 16k 48.96
Johnson & Johnson (JNJ) 0.7 $785k 5.6k 139.75
iShares S&P 500 Value Index (IVE) 0.7 $771k 6.8k 114.17
Ishares Tr usa min vo (USMV) 0.7 $772k 15k 52.79
Merck & Co (MRK) 0.7 $763k 14k 56.28
Amazon (AMZN) 0.7 $751k 642.00 1169.78
Vanguard Value ETF (VTV) 0.7 $758k 7.1k 106.36
SPDR KBW Regional Banking (KRE) 0.7 $736k 13k 58.83
Starbucks Corporation (SBUX) 0.7 $723k 13k 57.42
Anheuser-Busch InBev NV (BUD) 0.7 $725k 6.5k 111.54
Dowdupont 0.7 $705k 9.9k 71.26
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.6 $702k 6.0k 116.09
Caterpillar (CAT) 0.6 $682k 4.3k 157.69
Oneok (OKE) 0.6 $687k 13k 53.44
United Parcel Service (UPS) 0.6 $677k 5.7k 119.15
Energy Select Sector SPDR (XLE) 0.6 $678k 9.4k 72.27
salesforce (CRM) 0.6 $664k 6.5k 102.15
First Trust Value Line Dividend Indx Fnd (FVD) 0.6 $661k 21k 30.86
General Electric Company 0.6 $658k 38k 17.45
iShares Russell Midcap Value Index (IWS) 0.6 $639k 7.2k 89.13
Health Care SPDR (XLV) 0.6 $625k 7.6k 82.70
Exxon Mobil Corporation (XOM) 0.6 $615k 7.4k 83.65
Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf 0.6 $600k 25k 24.08
Deere & Company (DE) 0.5 $585k 3.7k 156.46
iShares Russell Midcap Growth Idx. (IWP) 0.5 $585k 4.9k 120.62
Schwab Strategic Tr us lrg cap etf (SCHX) 0.5 $594k 9.3k 63.76
SPDR Barclays Capital High Yield B 0.5 $560k 15k 36.73
iShares Morningstar Small Core Idx (ISCB) 0.5 $554k 3.2k 174.05
Colgate-Palmolive Company (CL) 0.5 $542k 7.2k 75.41
First Trust IPOX-100 Index Fund (FPX) 0.5 $546k 8.0k 68.29
Nuveen Dow 30 Dyn Overwrite (DIAX) 0.5 $537k 29k 18.84
Microsoft Corporation (MSFT) 0.5 $514k 6.0k 85.51
Chevron Corporation (CVX) 0.5 $510k 4.1k 125.06
ConocoPhillips (COP) 0.5 $512k 9.3k 54.89
BlackRock Global Opportunities Equity Tr (BOE) 0.5 $518k 41k 12.50
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.5 $508k 11k 47.95
Kimberly-Clark Corporation (KMB) 0.5 $487k 4.0k 120.78
iShares NASDAQ Biotechnology Index (IBB) 0.5 $490k 4.6k 106.87
iShares S&P MidCap 400 Value Index (IJJ) 0.5 $495k 3.1k 160.09
Boeing Company (BA) 0.4 $477k 1.6k 294.99
Qualcomm (QCOM) 0.4 $476k 7.4k 64.02
Vanguard High Dividend Yield ETF (VYM) 0.4 $479k 5.6k 85.64
Pimco Total Return Etf totl (BOND) 0.4 $482k 4.6k 105.91
Goldman Sachs Mlp Inc Opp 0.4 $465k 52k 8.93
Walgreen Boots Alliance (WBA) 0.4 $470k 6.5k 72.61
Vanguard Small-Cap Value ETF (VBR) 0.4 $455k 3.4k 132.89
iShares S&P SmallCap 600 Growth (IJT) 0.4 $456k 2.7k 170.28
Walt Disney Company (DIS) 0.4 $449k 4.2k 107.42
Cohen & Steers REIT/P (RNP) 0.4 $441k 21k 21.25
Gabelli Dividend & Income Trust (GDV) 0.4 $432k 19k 23.40
iShares Gold Trust 0.4 $420k 34k 12.50
Amgen (AMGN) 0.4 $413k 2.4k 173.75
Stryker Corporation (SYK) 0.4 $415k 2.7k 155.02
Vaneck Vectors Gold Miners mutual (GDX) 0.4 $414k 18k 23.24
Aon 0.4 $402k 3.0k 133.91
CSX Corporation (CSX) 0.3 $380k 6.9k 55.06
iShares Russell Midcap Index Fund (IWR) 0.3 $386k 1.9k 208.20
J.M. Smucker Company (SJM) 0.3 $373k 3.0k 124.33
iShares S&P MidCap 400 Growth (IJK) 0.3 $371k 1.7k 215.82
PowerShares Dynamic Lg.Cap Growth 0.3 $370k 8.9k 41.54
Nordstrom (JWN) 0.3 $365k 7.7k 47.34
Vanguard Growth ETF (VUG) 0.3 $364k 2.6k 140.81
Vanguard Dividend Appreciation ETF (VIG) 0.3 $362k 3.5k 102.14
Dominion Resources (D) 0.3 $347k 4.3k 81.09
CenturyLink 0.3 $344k 21k 16.70
Consumer Discretionary SPDR (XLY) 0.3 $353k 3.6k 98.74
Delaware Enhanced Glbl. Div. & Inc. Fund 0.3 $349k 29k 12.13
Home Depot (HD) 0.3 $341k 1.8k 189.76
iShares Russell 1000 Growth Index (IWF) 0.3 $343k 2.5k 134.62
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 0.3 $342k 3.1k 109.27
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.3 $331k 3.9k 83.90
Vanguard Scottsdale Fds vng rus2000idx (VTWO) 0.3 $327k 2.7k 122.15
iShares Russell 1000 Value Index (IWD) 0.3 $319k 2.6k 124.17
Calamos Strategic Total Return Fund (CSQ) 0.3 $314k 26k 12.07
Kraft Heinz (KHC) 0.3 $319k 4.1k 77.86
McDonald's Corporation (MCD) 0.3 $301k 1.8k 172.00
Waste Management (WM) 0.3 $302k 3.5k 86.38
Automatic Data Processing (ADP) 0.3 $300k 2.6k 117.10
Electronic Arts (EA) 0.3 $305k 2.9k 105.17
SPDR Gold Trust (GLD) 0.3 $309k 2.5k 123.70
iShares Lehman Aggregate Bond (AGG) 0.3 $308k 2.8k 109.41
Rydex S&P Equal Weight ETF 0.3 $309k 3.1k 101.15
BP (BP) 0.3 $290k 6.9k 42.07
Vanguard Total Stock Market ETF (VTI) 0.3 $293k 2.1k 137.49
Abbvie (ABBV) 0.3 $298k 3.1k 96.78
Ross Stores (ROST) 0.3 $280k 3.5k 80.28
Advent Claymore Convertible Sec & Inc (AVK) 0.3 $285k 18k 15.89
Facebook Inc cl a (META) 0.2 $275k 1.6k 176.40
Mondelez Int (MDLZ) 0.2 $273k 6.4k 42.77
Goldman Sachs Etf Tr (GSLC) 0.2 $277k 5.2k 53.37
Comcast Corporation (CMCSA) 0.2 $263k 6.6k 40.07
Philip Morris International (PM) 0.2 $267k 2.5k 105.74
American Electric Power Company (AEP) 0.2 $258k 3.5k 73.57
Vanguard Health Care ETF (VHT) 0.2 $265k 1.7k 154.07
Vanguard Short Term Corporate Bond ETF (VCSH) 0.2 $261k 3.3k 79.33
IBERIABANK Corporation 0.2 $249k 3.2k 77.45
Abbott Laboratories (ABT) 0.2 $244k 4.3k 57.17
3M Company (MMM) 0.2 $245k 1.0k 235.35
Wells Fargo & Company (WFC) 0.2 $235k 3.9k 60.79
AFLAC Incorporated (AFL) 0.2 $239k 2.7k 87.61
Consumer Staples Select Sect. SPDR (XLP) 0.2 $239k 4.2k 56.99
Nextera Energy (NEE) 0.2 $226k 1.5k 155.86
Tesla Motors (TSLA) 0.2 $226k 727.00 310.87
Costco Wholesale Corporation (COST) 0.2 $222k 1.2k 185.77
Raytheon Company 0.2 $220k 1.2k 187.39
iShares Russell 2000 Growth Index (IWO) 0.2 $213k 1.1k 187.01
Phillips 66 (PSX) 0.2 $219k 2.2k 101.25
Lockheed Martin Corporation (LMT) 0.2 $210k 654.00 321.10
Gilead Sciences (GILD) 0.2 $211k 3.0k 71.53
iShares Silver Trust (SLV) 0.2 $197k 12k 15.95
Nuveen Senior Income Fund 0.2 $189k 29k 6.52
Nuveen Select Tax-Free Income Portfolio (NXP) 0.2 $180k 12k 14.60
Cbre Clarion Global Real Estat re (IGR) 0.1 $103k 13k 7.94
Companhia Paranaense de Energia 0.1 $79k 10k 7.67
Pengrowth Energy Corp 0.0 $9.1k 12k 0.78