Fund Holdings — NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Total Portfolio Value
$1.61B
Total Bought
$186.53M
Total Sold
$105.92M
Net Transaction
+$80.61M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q2 2025
▲▼
Q3 2025
▲▼
Change
▲▼
Q2 2025
▲▼
Q3 2025
▲▼
Weight (%)
▲▼
Change
▲▼
ISHARES MSCI USA QUALITY GARP ETF900241,406+240,50648913,5640.84%+13,075
APPLE INC COM(AAPL)153,659151,796-1,86331,52638,6522.41%+7,126
ALPHABET INC CAP STK CL A(GOOG)75,84683,220+7,37413,36620,2311.26%+6,864
NVIDIA CORPORATION COM(NVDA)234,598233,869-72937,06443,6352.72%+6,571
BITMINE IMMERSION TECNOLOGIES COM NEW(BMNP)0110,536+110,53605,7400.36%+5,740
SCHWAB U.S. LARGE-CAP ETF13,151223,762+210,6113215,8940.37%+5,572
HARBOR ALL-WEATHER INFLATION FOCUS ETF
COMM ALL WEA ETF
0170,881+170,88104,4090.27%+4,409
FIDELITY BLUE CHIP GROWTH ETF346,598385,369+38,77116,72020,6791.29%+3,959
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF084,799+84,79903,7800.24%+3,780
FIDELITY TOTAL BOND ETF25,376103,642+78,2661,1614,7920.30%+3,631
SEABRIDGE GOLD INC COM(SA)296,927327,367+30,4404,3117,9060.49%+3,595
INSPIRE 500 ETF
INSPIRE 500 ETF
1,87714,436+12,5594303,5980.22%+3,168
TESLA INC COM(TSLA)13,80016,565+2,7654,3847,3670.46%+2,983
TWEEDY BROWNE INSIDER VALUE ETF TRUST UNITS
TWEEDY BROWNE
0233,091+233,09102,8700.18%+2,870
US TREASURY 12 MONTH BILL ETF
US TREASRY 12 MT
80,106135,734+55,6284,0216,8280.43%+2,807
ABRDN PHYSICAL SILVER SHARES ETF063,067+63,06702,8050.17%+2,805
IONQ INC COM(IONQ)6,43449,171+42,7372763,0240.19%+2,748
BROADCOM INC COM(AVGO)52,67252,162-51014,51917,2091.07%+2,690
INVESCO QQQ TRUST SERIES I47,98047,943-3726,46828,7841.79%+2,316
ONDAS HLDGS INC COM NEW(ONDS)0285,535+285,53502,2040.14%+2,204
TECHNOLOGY SELECT SECTOR SPDR FUND
ST STR TECHN ETF
72,75172,990+23918,42320,5731.28%+2,150
MICROSOFT CORP COM(MSFT)72,25473,490+1,23635,94038,0652.37%+2,124
VANECK GOLD MINERS ETF
GOLD MINERS ETF
61,39669,636+8,2403,1965,3200.33%+2,124
INSPIRE 100 ETF
INSPIRE 100 ETF
9,47256,276+46,8043912,5000.16%+2,109
UBER TECHNOLOGIES INC COM(UBER)021,399+21,39902,0960.13%+2,096
JPMORGAN CHASE & CO. COM(JPM)54,35756,598+2,24115,75917,8531.11%+2,094
SPDR GOLD SHARES(GLD)34,26735,083+81610,44612,4710.78%+2,025
AMERICAN EXPRESS CO COM(AXP)1,3036,591+5,2884162,1890.14%+1,774
ISHARES CORE S&P 500 ETF18,98920,220+1,23111,79013,5340.84%+1,743
ISHARES SILVER TRUST(SLV)190,950188,751-2,1996,2657,9970.50%+1,732
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)23,59824,759+1,1615,3456,9150.43%+1,570
SPDR S&P 500 ETF TRUST(SPY)19,63520,515+88012,13213,6670.85%+1,535
CAPITAL GROUP DIVIDEND VALUE ETF
SHS CREAT UNIT
244,142265,722+21,5809,64111,1680.70%+1,527
KRATOS DEFENSE & SEC SOLUTIONS COM NEW(KTOS)016,542+16,54201,5110.09%+1,511
AMAZON COM INC COM(AMZN)74,63281,318+6,68616,37417,8551.11%+1,481
HAWKINS INC COM(HWKN)31,38632,118+7324,4605,8690.37%+1,409
ORACLE CORP COM(ORCL)31,00629,107-1,8996,7798,1860.51%+1,407
INSPIRE GLOBAL HOPE ETF
INSPIRE GBL HOPE
031,040+31,04001,3180.08%+1,318
VANGUARD FTSE EMERGING MARKETS ETF243,050244,493+1,44312,02113,2470.83%+1,225
ADVANCED MICRO DEVICES INC COM(AMD)21,72726,587+4,8603,0834,3020.27%+1,218
KLA CORP COM NEW(KLAC)6,1406,190+505,5006,6770.42%+1,177
ISHARES RUSSELL 3000 ETF67,89365,949-1,94423,83124,9911.56%+1,160
INSPIRE CORPORATE BOND ETF
INSPIRE CORP BD
9,17454,968+45,7942201,3280.08%+1,107
PALANTIR TECHNOLOGIES INC CL A(PLTR)34,29631,499-2,7974,6755,7460.36%+1,071
INSPIRE FAITHWARD MID CAP MOMENTUM ETF
INSPI GROWT ETF
028,390+28,39001,0560.07%+1,056
JOHNSON & JOHNSON COM(JNJ)31,97831,909-694,8855,9170.37%+1,032
A-MARK PRECIOUS METALS INC COM(GOLD)038,295+38,29509910.06%+991
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
CAP APPRECIATION
238,766249,238+10,4728,4249,3960.59%+973
AVANTIS U.S. LARGE CAP VALUE ETF98,921106,688+7,7676,7477,7090.48%+962
ISHARES MORNINGSTAR MID-CAP GROWTH ETF112,897121,005+8,1089,05810,0110.62%+953
INSPIRE TACTICAL BALANCED ETF
INSPIRE CAPITAL
031,271+31,27109320.06%+932
ISHARES 0-5 YEAR TIPS BOND ETF
0-5 YR TIPS ETF
60,27768,871+8,5946,2037,1190.44%+915
WELLTOWER INC COM(WELL)18,61121,131+2,5202,8613,7640.23%+903
INSPIRE INTERNATIONAL ETF
INSPIRE INTL ETF
6,12831,111+24,9832101,0970.07%+887
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
SMID RISNG ETF
177,222187,518+10,2966,2527,1290.44%+877
VANGUARD HIGH DIVIDEND YIELD INDEX ETF144,055142,373-1,68219,20420,0681.25%+864
COMFORT SYS USA INC COM(FIX)1,4541,987+5337801,6400.10%+860
GLOBAL X URANIUM ETF
GLOBAL X URANIUM
233,225207,885-25,3409,0519,9100.62%+858
JANUS HENDERSON AAA CLO ETF
HENDRSON AAA CL
49,56766,433+16,8662,5163,3740.21%+858
TE CONNECTIVITY PLC ORD SHS(TEL)14,65515,165+5102,4723,3290.21%+857
VIPER ENERGY INC CL A(VNOM)022,370+22,37008550.05%+855
SHERWIN WILLIAMS CO COM(SHW)02,386+2,38608260.05%+826
CENCORA INC COM14,00216,027+2,0254,1995,0090.31%+810
VANGUARD VALUE ETF51,10952,777+1,6689,0339,8430.61%+809
INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER
US EQTY BUF SEP
016,670+16,67008050.05%+805
ISHARES CORE S&P SMALL CAP ETF88,42188,046-3759,66410,4630.65%+799
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF47,63349,529+1,8966,4327,2140.45%+781
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN(CEF)128,120126,030-2,0903,8564,6240.29%+768
BNY MELLON DYNAMIC VALUE ETF
DYNAMIC VALUE
027,487+27,48707640.05%+764
JPMORGAN CORE PLUS BOND ETF
CORE PLUS BD ETF
168,603182,872+14,2697,9348,6960.54%+761
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
84,98988,905+3,9165,1025,8610.37%+759
ABBVIE INC COM(ABBV)16,40616,420+143,0453,8020.24%+757
GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF
NASDA 100 ETF
014,417+14,41707560.05%+756
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
95,735100,108+4,3737,9928,7400.54%+748
ALIBABA GROUP HLDG LTD SPONSORED ADS(BABA)42,24230,954-11,2884,7915,5330.34%+742
ARISTA NETWORKS INC COM SHS(ANET)10,10712,182+2,0751,0341,7750.11%+741
INSPIRE SMALL/MID CAP ETF
INSPIRE SML/ MID
018,919+18,91907350.05%+735
ISHARES CORE S&P MID-CAP ETF441,264430,349-10,91527,36728,0851.75%+717
ISHARES S&P 500 GROWTH ETF38,77141,216+2,4454,2694,9760.31%+707
SPOTIFY TECHNOLOGY S A SHS(SPOT)01,011+1,01107060.04%+706
FIRST TRUST SENIOR LOAN FUND
SENIOR LN FD
132,144147,495+15,3516,0646,7610.42%+697
FIRST TRUST PREFERRED SECURITIES & INCOME ETF15,49152,659+37,1682769610.06%+685
ALPHABET INC CAP STK CL C(GOOG)11,23310,987-2461,9932,6760.17%+683
FIDELITY ENHANCED SMALL CAP ETF
ENHANCED SML CAP
018,387+18,38706720.04%+672
VANGUARD GROWTH ETF29,52428,382-1,14212,94413,6130.85%+669
GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF
S&P 500 PREMIUM
012,617+12,61706590.04%+659
INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER
US EQTY PWR BUF
40,40553,807+13,4021,6522,3110.14%+659
CAPITAL GROUP INTERNATIONAL EQUITY ETF
SHS
42,55061,055+18,5051,4012,0590.13%+658
SCHWAB SHORT-TERM US TREASURY ETF026,826+26,82606550.04%+655
JPMORGAN ACTIVE GROWTH ETF
ACTIVE GROWTH
14,58620,339+5,7531,2551,9070.12%+651
NEWMONT CORP COM(NEM)41,85236,579-5,2732,4383,0840.19%+646
PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF
METAURUS CAP 400
11,97826,645+14,6674731,1160.07%+644
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF013,707+13,70706240.04%+624
MERCADOLIBRE INC COM(MELI)390699+3091,0191,6340.10%+614
UNITED THERAPEUTICS CORP DEL COM(UTHR)3,0113,520+5098651,4760.09%+610
RTX CORPORATION COM(RTX)23,50923,907+3983,4334,0000.25%+568
VANGUARD MID-CAP ETF47,84547,504-34113,38913,9540.87%+565
ISHARES S&P MID-CAP 400 VALUE ETF79,05079,630+5809,76910,3300.64%+561
SCHWAB U.S. REIT ETF025,746+25,74605550.03%+555
CASEYS GEN STORES INC COM(CASY)8,3258,491+1664,2484,8000.30%+552
Page 1 of 8
NATIONS FINANCIAL GROUP INC, /IA/ /ADV — 13F Holdings — Q3 2025 | TickerTrail