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Nations Financial Group Inc,

Q4 2020 Holdings

Filed 2021-02-16 | 316 holdings | $11.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Costco Whsl Corp New COM(COST)Stock22160K105$3.2M8,48328.0%
Adobe Systems Incorporated COM(ADBE)Stock00724F101$1.6M3,24014.2%
Abbvie Inc COM(ABBV)Stock00287Y109$1.4M12,94112.2%
Cummins Inc COM(CMI)Stock231021106$1.1M4,7319.4%
Amplify Online Retail ETF(IBUY)ETF032108102$654.0K5,7165.7%
Amplify Transformational Data Sharing ETF(BLOK)ETF032108607$601.0K17,1755.3%
Boeing Co COM(BA)Stock097023105$583.0K2,7245.1%
Alibaba Group Hldg LTD Sponsored ADS(BABA)ADR01609W102$556.0K2,3894.9%
Cisco SYS Inc COM(CSCO)Stock17275R102$509.0K11,3694.5%
ARK Genomic Revolution ETF(ARKG)ETF00214Q302$313.0K3,3522.7%
Conocophillips COM(COP)Stock20825C104$254.0K6,3432.2%
ARK Innovation ETF(ARKK)ETF00214Q104$225.0K1,8042.0%
Antero Resources Corp COM(AR)Stock03674X106$55.0K10,0000.5%
Apple Inc COM(AAPL)Stock037833100$16.4K123,3420.1%
Ishares S&P Midcap Fund(IJH)ETF464287507$15.9K69,3060.1%
Ishares S&P Small-Cap Fund(IJR)ETF464287804$11.6K126,6990.1%
Invesco QQQ Trust(QQQ)ETF46090E103$10.8K34,4290.1%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$8.2K63,1770.1%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$8.1K161,5740.1%
Ishares Msci USA MIN VOL Factor ETF(USMV)ETF46429B697$7.0K102,6310.1%
Vanguard Mid-Cap Index Fund(VO)ETF922908629$6.3K30,4440.1%
Amazon COM Inc COM(AMZN)Stock023135106$5.7K1,7530.1%
Spdr S&P 500 ETF(SPY)ETF78462F103$5.7K15,1360.0%
Microsoft Corp COM(MSFT)Stock594918104$5.7K25,4390.0%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$5.6K24,2200.0%
Fidelity LOW Duration Bond Factor ETF(FLDR)ETF316188408$4.5K87,3490.0%
Spdr Gold Shares(GLD)ETF78463V107$4.4K24,8080.0%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$4.0K85,5930.0%
Disney Walt Co COM(DIS)Stock254687106$3.9K21,2970.0%
Vanguard High Dividend Yield ETF(VYM)ETF921946406$3.7K40,4910.0%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$3.6K58,5120.0%
Nvidia Corporation COM(NVDA)Stock67066G104$3.2K6,1290.0%
Visa Inc COM CL A(V)Stock92826C839$3.2K14,4360.0%
Pimco Active Bond Exchange-Traded Fund(BOND)ETF72201R775$3.1K27,0820.0%
Invesco S&P 500 Equal Weight ETF(RSP)ETF46137V357$2.9K22,9630.0%
Verizon Communications Inc COM(VZ)Stock92343V104$2.9K49,0380.0%
Vanguard Growth Index Fund(VUG)ETF922908736$2.8K10,9740.0%
Nextera Energy Inc COM(NEE)Stock65339F101$2.7K35,5300.0%
Cohen & Steers Infrastructure COM(UTF)CEF19248A109$2.7K104,5350.0%
Vanguard Short-Term Bond Index Fund(BSV)ETF921937827$2.7K31,9850.0%
Ishares Core S&P Total U.S. Stock Market ETF(ITOT)ETF464287150$2.6K30,3310.0%
Procter and Gamble Co COM(PG)Stock742718109$2.5K17,6310.0%
Activision Blizzard Inc COM(ATVIEUR)Stock00507V109$2.3K24,8240.0%
Spdr Portfolio S&P 500 ETF(SPYM)ETF78464A854$2.3K51,5800.0%
Ishares J.P. Morgan USD Emerging Markets Bond ETF(EMB)ETF464288281$2.3K19,4820.0%
Salesforce COM Inc COM(CRM)Stock79466L302$2.2K9,6690.0%
Berkshire Hathaway Inc del CL A(BRK/A)Stock084670108$2.1K60.0%
Stryker Corporation COM(SYK)Stock863667101$2.0K8,3270.0%
Zoetis Inc CL A(ZTS)Stock98978V103$2.0K12,0220.0%
Accenture PLC Ireland SHS Class A(ACN)StockG1151C101$2.0K7,5930.0%
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