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Nations Financial Group Inc,

Q4 2025 Holdings

Filed 2026-01-26 | 746 holdings | $1.9B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares S&P 500 Value ETF(IVE)ETF464287408$3.1M14,6430.2%
Capital Group International Equity ETF(CGIE)ETF14021M107$3.1M89,4430.2%
JPMorgan Equity Premium Income ETF(JEPI)ETF46641Q332$3.2M55,1050.2%
Ondas Holdings Inc COM New(ONDS)Stock68236H204$3.2M325,1290.2%
Capital Group Core Plus Income ETF(CGCP)ETF14020Y102$3.2M141,3570.2%
Kinder Morgan Inc del COM(KMI)Stock49456B101$3.2M116,6960.2%
First Trust Global Tactical Commodity Strategy Fund(FTGC)ETF33739H101$3.2M139,1340.2%
Proshares Msci Eafe Dividend Growers ETF(EFAD)ETF74347B839$3.2M77,7850.2%
Freeport-Mcmoran Inc CL B(FCX)Stock35671D857$3.3M64,4380.2%
Caterpillar Inc COM(CAT)Stock149123101$3.3M5,7160.2%
Unum Group COM(UNM)Stock91529Y106$3.3M42,9170.2%
Strategy Inc CL A New(MSTR)Stock594972408$3.4M22,1840.2%
Vanguard Russell 3000 ETF(VTHR)ETF92206C599$3.4M11,2490.2%
Ishares Iboxx $ High Yield Corporate Bond ETF(HYG)ETF464288513$3.4M42,0520.2%
Booking Holdings Inc COM(BKNG)Stock09857L108$3.4M6430.2%
Newmont Corp COM(NEM)Stock651639106$3.5M34,5770.2%
Tweedy Browne Insider Value ETF Trust Units(COPY)ETF75526L860$3.5M268,2050.2%
BlackRock Inc COM(BLK)Stock09290D101$3.5M3,2510.2%
Ensign Group Inc COM(ENSG)Stock29358P101$3.5M20,2340.2%
Vanguard Long-Term Corporate Bond ETF(VCLT)ETF92206C813$3.6M46,9710.2%
Proshares S&P 500 Dividend Aristocrats ETF(NOBL)ETF74348A467$3.6M34,3840.2%
TE Connectivity PLC ORD SHS(TEL)StockG87052109$3.6M15,8980.2%
BNY Mellon Dynamic Value ETF(BKDV)ETF05613H100$3.6M125,3840.2%
Celestica Inc COM(CLS)Stock15101Q207$3.7M12,3780.2%
Cambria Emerging Shareholder Yield ETF(EYLD)ETF132061706$3.7M96,7410.2%
Quanta Svcs Inc COM(PWR)Stock74762E102$3.7M8,8030.2%
Lowes COS Inc COM(LOW)Stock548661107$3.7M15,4610.2%
First Trust Nasdaq Cybersecurity ETF(CIBR)ETF33734X846$3.7M52,3720.2%
Royal Gold Inc COM(RGLD)Stock780287108$3.7M16,8460.2%
Abbott Labs COM(ABT)Stock002824100$3.8M30,2270.2%
Analog Devices Inc COM(ADI)Stock032654105$3.8M13,9790.2%
Capital One Finl Corp COM(COF)Stock14040H105$3.8M15,6550.2%
Direxion Nasdaq-100 Equal Weighted Index Shares(QQQE)ETF25459Y207$3.8M37,0850.2%
Janus Henderson AAA CLO ETF(JAAA)ETF47103U845$3.8M75,0870.2%
ELI Lilly & Co COM(LLY)Stock532457108$3.9M3,5940.2%
Deere & Co COM(DE)Stock244199105$3.9M8,3370.2%
Nextera Energy Inc COM(NEE)Stock65339F101$3.9M48,3860.2%
Victoryshares Short-Term Bond ETF(USTB)ETF92647N535$4.0M79,2900.2%
Schwab Emerging Markets Equity ETF(SCHE)ETF808524706$4.1M125,2840.2%
Tesla Inc COM(TSLA)Stock88160R101$4.2M9,3330.2%
Phillips 66 COM(PSX)Stock718546104$4.2M32,6300.2%
Ishares 1-5 Year Investment Grade Corporate Bond ETF(IGSB)ETF464288646$4.4M82,3720.2%
Ishares Gold Trust(IAU)ETF464285204$4.4M54,2060.2%
Procter & Gamble Co COM(PG)Stock742718109$4.4M30,7990.2%
Inspire 500 ETF(PTL)ETF66537J796$4.5M17,9460.2%
Hawkins Inc COM(HWKN)Stock420261109$4.5M31,3860.2%
First Trust Rising Dividend Achievers ETF(RDVY)ETF33738R506$4.6M65,6030.2%
Netflix Inc. COM(NFLX)Stock64110L106$4.6M48,6370.2%
Victoryshares US 500 Volatility WTD ETF(CFA)ETF92647N766$4.7M51,4310.2%
Blackstone Inc COM(BX)Stock09260D107$4.8M31,2710.3%
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