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Nations Financial Group Inc,

Q1 2018 Holdings

Filed 2018-05-14 | 152 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Spdr Gold Shares(GLD)ETF78463V107$3142,4980.0%
Gabelli Divd & Income TR COM(XGDVX)CEF36242H104$32414,6400.0%
Delaware Enhanced GBL DIV & in COMCEF246060107$33328,8000.0%
Consumer Discretionary Select Sector Spdr Fund(XLY)ETF81369Y407$3343,2960.0%
Ishares Russell Mid-Cap ETF(IWR)ETF464287499$3441,6680.0%
Home Depot Inc COM(HD)Stock437076102$3451,9370.0%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$3472,5490.0%
Smucker J M Co COM New(SJM)Stock832696405$3472,8000.0%
Vanguard Dividend Appreciation Index Fund(VIG)ETF921908844$3593,5510.0%
Powershares Dynamic Large Cap Growth PortfolioETF73935X609$3628,4570.0%
Ishares 1-3 Year Treasury Bond ETF(SHY)ETF464287457$3634,3470.0%
CSX Corp COM(CSX)Stock126408103$3656,5490.0%
Vanguard Growth Index Fund(VUG)ETF922908736$3672,5870.0%
General Electric Co COMStock369604103$37127,5170.0%
Nordstrom Inc COM(JWNUSD)Stock655664100$3737,7100.0%
Vanguard Russell 2000 ETF(VTWO)ETF92206C664$3753,0770.0%
Amgen Inc COM(AMGN)Stock031162100$3862,2650.0%
Cohen & Steers REIT & PFD Incm COM(XRNPX)CEF19247X100$38820,7500.0%
Ishares S&P Mid-Cap 400 Growth ETF(IJK)ETF464287606$3921,7960.0%
Vanguard High Dividend Yield Index Fund(VYM)ETF921946406$3964,7990.0%
Vaneck Vectors Gold Miners ETF(GDX)ETF92189F106$40118,2260.0%
Qualcomm Inc COM(QCOM)Stock747525103$4077,3450.0%
Walgreens Boots Alliance Inc COM(WBA)Stock931427108$4106,2690.0%
AON PLC SHS CL A(AON)StockG0408V102$4213,0020.0%
Stryker Corp COM(SYK)Stock863667101$4312,6770.0%
Ishares Comex Gold Trust(IAUUSD)ETF464285105$44134,6460.0%
Vanguard Small-Cap Value Index Fund(VBR)ETF922908611$4443,4320.0%
Kimberly Clark Corp COM(KMB)Stock494368103$4444,0320.0%
Ishares S&P Small-Cap 600 Growth ETF(IJT)ETF464287887$4662,6810.0%
Disney Walt Co COM Disney(DIS)Stock254687106$4674,6490.0%
Chevron Corp New COM(CVX)Stock166764100$4694,1140.0%
Ishares Nasdaq Biotechnology Index Fund(IBB)ETF464287556$4734,4350.0%
Ishares S&P Mid-Cap 400 Value ETF(IJJ)ETF464287705$4793,1000.0%
Pimco Active Bond Exchange-Traded Fund(BOND)ETF72201R775$4854,6550.0%
Nuveen DOW 30 DYN Overwrite SHS(DIAX)CEF67075F105$50628,5000.0%
Spdr Nuveen Bloomberg Barclays Short Term Municipal Bond ETF(SHM)ETF78468R739$50710,6040.0%
Colgate Palmolive Co COM(CL)Stock194162103$5157,1860.0%
Boeing Co COM(BA)Stock097023105$5201,5860.0%
Ishares Morningstar Small-Cap ETF(ISCB)ETF464288505$5223,0940.0%
Rockwell Collins Inc COMStock774341101$5333,9540.0%
Exxon Mobil Corp COM(XOM)Stock30231G102$5377,1980.0%
Energy Select Sector Spdr Fund(XLE)ETF81369Y506$5548,2120.0%
Spdr Bloomberg Barclays High Yield Bond ETFETF78464A417$56915,8800.0%
Microsoft Corp COM(MSFT)Stock594918104$5796,3460.0%
Vaneck Vectors Amt-Free Intermediate Municipal Index ETFETF92189F544$58824,9910.0%
Ishares Russell Mid-Cap Value ETF(IWS)ETF464287473$5966,8920.0%
Ishares Russell Mid-Cap Growth ETF(IWP)ETF464287481$5974,8530.0%
United Parcel Service Inc CL B(UPS)Stock911312106$6075,7970.0%
First Trust US Equity Opportunities ETF(FPX)ETF336920103$6168,9860.0%
Health Care Select Sector Spdr Fund(XLV)ETF81369Y209$6177,5740.0%
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