Fund Holdings

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
CHEVRON CORPORATION COM(CVX)42,88268,592+25,7106,535,65114,191,7930.73%+7,656,142
CHENIERE ENERGY INC COM NEW(LNG)017,476+17,47604,958,9900.26%+4,958,990
HALLIBURTON CO COM(HAL)094,520+94,52003,685,3350.19%+3,685,335
MICRON TECHNOLOGY INC COM(MU)1,40311,379+9,976400,4303,844,2810.20%+3,443,851
GRANITESHARES GOLD SHARES(BAR)159,045208,685+49,6406,757,8229,626,6390.50%+2,868,817
CORNING INC COM(GLW)31,78840,062+8,2742,783,4205,447,2620.28%+2,663,842
ELI LILLY & CO COM(LLY)3,5947,015+3,4213,863,0046,452,3590.33%+2,589,355
EXXON MOBIL CORP COM98,78684,608-14,17811,887,97414,354,6220.74%+2,466,648
BNY MELLON DYNAMIC VALUE ETF
DYNAMIC VALUE
125,384204,852+79,4683,638,6446,075,9100.31%+2,437,266
ALERIAN MLP ETF
ALERIAN MLP
24,65766,597+41,9401,159,3723,505,6660.18%+2,346,294
GE VERNOVA INC COM(GEV)1,0163,384+2,368664,3292,954,3000.15%+2,289,971
VERIZON COMMUNICATIONS INC COM(VZ)120,748143,106+22,3584,918,0837,183,9520.37%+2,265,869
FIDELITY TOTAL BOND ETF136,472187,357+50,8856,283,1858,547,2300.44%+2,264,045
VANECK RARE EARTH AND STRATEGIC METALS ETF
RARE EAR STR ETF
024,679+24,67902,171,7520.11%+2,171,752
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
OPTIMUM YIELD
62,351172,432+110,081826,1612,986,5360.15%+2,160,375
BLUE OWL CAPITAL INC COM CL A(OBDC)0232,010+232,01002,118,2510.11%+2,118,251
CARDINAL HEALTH INC COM(CAH)09,409+9,40901,988,3230.10%+1,988,323
GENERAL DYNAMICS CORP COM(GD)6,25511,924+5,6692,105,9584,092,7080.21%+1,986,750
AMERICAN BEACON GLG NATURAL RESOURCES ETF
GLG NAT RES ETF
12,50048,950+36,450551,2502,524,8410.13%+1,973,591
TRANE TECHNOLOGIES PLC SHS(TT)04,511+4,51101,879,9630.10%+1,879,963
CASEYS GEN STORES INC COM(CASY)9,2259,503+2785,099,0666,917,2910.36%+1,818,225
JPMORGAN CORE PLUS BOND ETF
CORE PLUS BD ETF
234,549274,077+39,52811,105,89912,903,5890.66%+1,797,690
COSTCO WHOLESALE CORPORATION COM(COST)11,10911,397+2889,580,00811,356,3470.58%+1,776,339
CAPITAL GROUP INTERNATIONAL EQUITY ETF
SHS
89,443143,461+54,0183,114,4184,851,8640.25%+1,737,446
ELBIT SYS LTD ORD(ESLT)02,028+2,02801,721,9550.09%+1,721,955
FIDELITY BLUE CHIP GROWTH ETF441,550516,531+74,98124,214,62525,888,5711.33%+1,673,946
GLOBAL X ADAPTIVE U.S. FACTOR ETF
ADAPTIVE US
40,34573,115+32,7701,870,8363,535,1400.18%+1,664,304
WALMART INC COM(WMT)73,14378,896+5,7538,148,9649,805,2320.51%+1,656,268
KLA CORP COM NEW(KLAC)5,9206,001+817,194,0908,836,9220.46%+1,642,832
ENTERPRISE PRODS PARTNERS L P COM(EPD)255,783258,379+2,5968,200,4079,777,0830.50%+1,576,676
MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS(MUFG)52,760135,740+82,980836,7742,303,5080.12%+1,466,734
DUPONT DE NEMOURS INC COM(DD)029,778+29,77801,363,8400.07%+1,363,840
FRANKLIN INCOME FOCUS ETF INCOME FOCUS ETF
INCOME FOCUS ETF
13,85760,651+46,794388,5711,743,7210.09%+1,355,150
LAM RESEARCH CORP COM NEW(LRCX)7,20311,993+4,7901,233,0102,562,4560.13%+1,329,446
JOHNSON & JOHNSON COM(JNJ)35,51335,360-1537,349,4768,643,5950.45%+1,294,119
SCHWAB US DIVIDEND EQUITY ETF418,884415,578-3,30611,489,99112,749,9550.66%+1,259,964
INSPIRE 500 ETF
INSPIRE 500 ETF
17,94622,738+4,7924,454,0185,697,1200.29%+1,243,102
VANECK OIL SERVICES ETF
OIL SERVICES ETF
10,30210,271-312,933,7014,151,6410.21%+1,217,940
FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
FST TR GLB FD
139,134153,218+14,0843,232,0914,398,9040.23%+1,166,813
QUANTA SVCS INC COM8,8038,842+393,715,7564,854,4540.25%+1,138,698
DATADOG INC CL A COM(DDOG)09,358+9,35801,104,7120.06%+1,104,712
VICI PPTYS INC COM(VICI)040,212+40,21201,098,5920.06%+1,098,592
KINDER MORGAN INC DEL COM(KMI)116,696127,980+11,2843,207,9744,291,1910.22%+1,083,217
VANGUARD S&P 500 ETF16,51419,131+2,61710,356,89811,431,9950.59%+1,075,097
INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY
US EQTY PWR BUF
32,81758,972+26,1551,336,2722,364,7770.12%+1,028,505
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
SMID RISNG ETF
205,065224,997+19,9327,858,0928,871,6490.46%+1,013,557
AMERICAN ELEC PWR CO INC COM24,69329,411+4,7182,847,4603,855,2150.20%+1,007,755
AVANTIS U.S. LARGE CAP VALUE ETF117,981123,347+5,3668,939,4359,943,0700.51%+1,003,635
BLACKSTONE SECD LENDING FD COMMON STOCK(BXSL)8,21549,453+41,238216,3071,171,5420.06%+955,235
GLOBAL X URANIUM ETF
GLOBAL X URANIUM
202,684198,521-4,1638,660,6879,614,3760.50%+953,689
TWEEDY BROWNE INSIDER VALUE ETF TRUST UNITS
TWEEDY BROWNE
268,205320,393+52,1883,459,8454,395,7920.23%+935,947
ISHARES GOLD TRUST(IAU)54,20660,232+6,0264,399,9015,310,0530.27%+910,152
DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF263,494293,467+29,97314,987,09415,891,7700.82%+904,676
ISHARES MSCI AGRICULTURE PRODUCERS ETF019,248+19,2480870,7800.04%+870,780
CATERPILLAR INC COM(CAT)5,7165,841+1253,274,6494,138,3640.21%+863,715
PHILLIPS 66 COM(PSX)32,63027,738-4,8924,210,6605,053,3910.26%+842,731
PETROLEO BRASILEIRO S A SPONSORED ADR(PBR)039,459+39,4590818,7740.04%+818,774
ALPHABET INC CAP STK CL C(GOOG)26,41131,726+5,3158,287,7949,101,1540.47%+813,360
DIGITAL RLTY TR INC COM(DLR)04,415+4,4150795,7370.04%+795,737
ENERGY TRANSFER L P COM UT LTD PTN(ET)300,554297,710-2,8444,956,1485,745,8090.30%+789,661
MACOM TECH SOLUTIONS HLDGS INC COM(MTSI)03,532+3,5320784,3510.04%+784,351
ISHARES MSCI SOUTH KOREA ETF30,00030,018+182,916,6003,692,5760.19%+775,976
LEMAITRE VASCULAR INC COM(LMAT)25,39225,811+4192,059,3382,817,8590.15%+758,521
INSPIRE 100 ETF
INSPIRE 100 ETF
68,36981,087+12,7183,085,5293,823,2900.20%+737,761
COMFORT SYS USA INC COM(FIX)1,7511,709-421,634,1912,356,6940.12%+722,503
FIRST EAGLE GLOBAL EQUITY ETF
FIRST EAGLE GBL
36,50651,106+14,6001,680,2622,401,9820.12%+721,720
NUVEEN S&P 500 DYNAMIC OVERWRI COM
COM
044,639+44,6390717,3490.04%+717,349
ASTRAZENECA PLC ORD(AZN)03,626+3,6260715,1900.04%+715,190
STATE STREET ENERGY SELECT SECTOR SPDR ETF
ST STR ENERG ETF
49,17347,273-1,9002,198,5462,895,9580.15%+697,412
INTUITIVE SURGICAL INC COM NEW1,1032,845+1,742624,6951,311,5170.07%+686,822
GEOPARK LTD USD SHS072,260+72,2600686,4700.04%+686,470
VANGUARD FTSE DEVELOPED MARKETS ETF131,079138,314+7,2358,188,5458,863,1790.46%+674,634
FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF
US LRG CP MLTFCT
15,17725,518+10,3411,052,2211,726,0380.09%+673,817
NEXTERA ENERGY INC COM(NEE)48,38649,035+6493,884,4994,554,3930.23%+669,894
CORE SCIENTIFIC INC NEW COM(CORZ)204,660243,939+39,2792,979,8503,649,3270.19%+669,477
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
42,65246,041+3,3898,170,4788,836,2570.46%+665,779
ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF
IT RT HDG HGYL
24,05431,720+7,6662,073,5092,715,5710.14%+642,062
ROYAL GOLD INC COM(RGLD)16,84617,230+3843,744,7544,385,0270.23%+640,273
RELATIVE SENTIMENT TACTICAL ALLOCATION ETF
RELA SEN TAC ETF
015,410+15,4100631,9070.03%+631,907
ENSIGN GROUP INC COM(ENSG)20,23420,531+2973,524,9064,137,1640.21%+612,258
GENERAC HLDGS INC COM(GNRC)3,5515,591+2,040484,2501,092,0900.06%+607,840
PNC FINL SVCS GROUP INC COM(PNC)2,4185,307+2,889504,7091,104,3340.06%+599,625
ISHARES 3-7 YEAR TREASURY BOND ETF71,27776,706+5,4298,506,9389,097,3890.47%+590,451
FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND
DEV MRK EX US
06,785+6,7850589,8230.03%+589,823
VANGUARD FTSE EMERGING MARKETS ETF294,923304,088+9,16515,855,10416,435,9980.85%+580,894
PHILIP MORRIS INTL INC COM(PM)2,5345,945+3,411406,533983,0280.05%+576,495
ISHARES MORNINGSTAR MID-CAP GROWTH ETF129,827138,725+8,89810,365,44610,927,4440.56%+561,998
US TREASURY 12 MONTH BILL ETF
US TREASRY 12 MT
137,888149,397+11,5096,921,3387,481,0600.39%+559,722
INSPIRE GLOBAL HOPE ETF
INSPIRE GBL HOPE
48,81660,122+11,3062,109,2382,666,6770.14%+557,439
ANTERO MIDSTREAM CORP COM(AM)105,826106,907+1,0811,882,6612,437,4890.13%+554,828
ONEOK INC NEW COM(OKE)33,71933,521-1982,478,3823,029,9710.16%+551,589
JPMORGAN EQUITY PREMIUM INCOME ETF
EQUITY PREMIUM
55,10565,365+10,2603,154,2493,704,9190.19%+550,670
VALERO ENERGY CORP COM(VLO)6,4496,451+21,049,9221,594,1510.08%+544,229
VIPER ENERGY INC CL A(VNOM)53,04255,052+2,0102,049,0172,586,9220.13%+537,905
BNY MELLON GLOBAL INFRASTRUCTURE INCOME ETF
GLOBAL INFRASCTR
14,30525,000+10,695577,0641,113,5000.06%+536,436
RTX CORPORATION COM(RTX)35,16536,135+9706,449,2676,970,5690.36%+521,302
CAMBRIA EMERGING SHAREHOLDER YIELD ETF96,741102,089+5,3483,708,0934,227,5280.22%+519,435
CONOCOPHILLIPS COM(COP)16,52015,584-9361,546,5052,057,1930.11%+510,688
ANALOG DEVICES INC COM(ADI)13,97913,513-4663,791,2774,299,1020.22%+507,825
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
90,28094,212+3,9326,068,6756,571,3440.34%+502,669
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