NATIONS FINANCIAL GROUP INC, /IA/ /ADV

13F filer, CIK 1109767, CEDAR RAPIDS, IA

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported $1,366,494,014 across 667 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-30. Its ten largest share positions make up 19.24% of the portfolio.

Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001376474-25-000126

Period: 2024-12-31
Reported value: $1.37B
Holdings: 667
Top 10 weight: 19.24%
New: 49
Sold out: 53

Largest buys vs the previous quarter

Security	Shares change	Approx. value
FBCGadded	+214,597	$9.93M
TCAFnew	+228,749	$7.61M
CGDVadded	+199,660	$7.04M
FFLCnew	+133,690	$6.14M
GEOnew	+170,489	$4.77M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
BRK-Breduced	-15,744	-$7.14M
VTIreduced	-21,100	-$6.12M
MSFTreduced	-12,324	-$5.19M
VTVreduced	-30,334	-$5.14M
AAPLreduced	-18,388	-$4.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001376474-25-000126, largest first. % of portfolio is the value over $1,366,494,014, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
IIMINVESCO VALUE MUN INCOME TR	33,250	$395K	0.03%	-534	Timeline
FEMSFIRST TR EXCH TRD ALPHDX FD	10,297	$389K	0.03%	+405	Timeline
BLOKAMPLIFY ETF TR	8,971	$387K	0.03%	+234	Timeline
ECLECOLAB INC	1,648	$386K	0.03%	+3	Timeline
FNXFIRST TR EXCHANGE-TRADED ALP	3,327	$385K	0.03%	-203	Timeline
TYTRI CONTL CORP	12,097	$383K	0.03%	+568	Timeline
IDEVISHARES TR	5,861	$378K	0.03%	+301	Timeline
NLYANNALY CAPITAL MANAGEMENT IN	20,625	$377K	0.03%	-1,565	Timeline
PAPRINNOVATOR ETFS TRUST	10,177	$374K	0.03%	+900	Timeline
TDIVFIRST TR EXCHANGE TRADED FD	4,741	$372K	0.03%	-10	Timeline
HYDVANECK ETF TRUST	7,162	$372K	0.03%	-2,912	Timeline
JPSEJ P MORGAN EXCHANGE TRADED F	7,938	$372K	0.03%	-3,594	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	703	$366K	0.03%	-10	Timeline
IGIBISHARES TR	7,086	$365K	0.03%	+25	Timeline
AXPAMERICAN EXPRESS CO	1,225	$364K	0.03%	-6	Timeline
JULMFIRST TR EXCHNG TRADED FD VI	11,222	$353K	0.03%	0	Timeline
ARKWARK ETF TR	3,248	$351K	0.03%	+396	Timeline
BMYBRISTOL-MYERS SQUIBB CO	6,150	$348K	0.03%	-708	Timeline
ITMVANECK ETF TRUST	7,515	$346K	0.03%	-40	Timeline
FDSFACTSET RESH SYS INC	717	$345K	0.03%	+119	Timeline
AZNASTRAZENECA PLC-SPONS ADR	5,243	$344K	0.03%	-125	Timeline
KYNKAYNE ANDERSON ENERGY INFRST	26,993	$343K	0.03%	-200	Timeline
XGDVXGABELLI DIVID & INCOME TR	14,167	$342K	0.03%	+22	Timeline
SOURCE CAPITAL COM SHS OF B…SOURCE CAPITAL COM SHS OF BEN I	7,834	$341K	0.02%	-449
BGRBLACKROCK ENERGY & RES TR	26,994	$340K	0.02%	+14	Timeline
PATHUIPATH INC	26,305	$334K	0.02%	+215	Timeline
EDDMORGAN STANLEY EMERGING MKTS	73,600	$334K	0.02%	0	Timeline
TARSTARSUS PHARMACEUTICALS INC	6,000	$332K	0.02%	new	Timeline
JCIJOHNSON CONTROLS INTERNATION	4,181	$330K	0.02%	+3	Timeline
DNOVFIRST TR EXCHNG TRADED FD VI	7,658	$328K	0.02%	new	Timeline
BABINVESCO EXCH TRADED FD TR II	12,452	$326K	0.02%	+17	Timeline
SRVRPACER FDS TR	10,859	$326K	0.02%	0	Timeline
MCHPMICROCHIP TECHNOLOGY INC.	5,676	$326K	0.02%	-22,803	Timeline
OEFISHARES TR	1,125	$325K	0.02%	+2	Timeline
IYYISHARES TR	2,252	$322K	0.02%	+2	Timeline
JULTAIM ETF PRODUCTS TRUST	8,164	$322K	0.02%	0	Timeline
XLUSELECT SECTOR SPDR TR	4,204	$318K	0.02%	+304	Timeline
GAUGFIRST TR EXCHNG TRADED FD VI	8,973	$317K	0.02%	0	Timeline
MPCMARATHON PETE CORP	2,263	$316K	0.02%	-379	Timeline
VXUSVANGUARD STAR FDS	5,332	$314K	0.02%	+3	Timeline
BXMXNUVEEN S&P 500 BUY-WRITE INCOM	22,430	$314K	0.02%	0	Timeline
SPDWSPDR INDEX SHS FDS	9,120	$311K	0.02%	0	Timeline
OCTTAIM ETF PRODUCTS TRUST	8,130	$311K	0.02%	0	Timeline
FNDASCHWAB STRATEGIC TR	10,458	$311K	0.02%	+5,003	Timeline
SDYSPDR SERIES TRUST	2,345	$310K	0.02%	+168	Timeline
SHVISHARES TR	2,788	$307K	0.02%	new	Timeline
IYTISHARES TR	4,533	$306K	0.02%	-696	Timeline
JHMMJOHN HANCOCK EXCHANGE TRADED	5,121	$306K	0.02%	+57	Timeline
CGWINVESCO EXCH TRADED FD TR II	5,616	$304K	0.02%	+25	Timeline
STAGSTAG INDUSTRIAL INC	8,882	$300K	0.02%	-290	Timeline
APRTAIM ETF PRODUCTS TRUST	7,704	$297K	0.02%	0	Timeline
CUBECUBESMART	6,848	$293K	0.02%	-11	Timeline
FDVVFIDELITY COVINGTON TRUST	5,872	$293K	0.02%	+502	Timeline
VRIGINVESCO ACTIVELY MANAGED EXC	11,646	$292K	0.02%	new	Timeline
WFCWELLS FARGO & CO	4,159	$292K	0.02%	+44	Timeline
XLBSELECT SECTOR SPDR TR	3,464	$291K	0.02%	-505	Timeline
KRESPDR SERIES TRUST	4,805	$290K	0.02%	+750	Timeline
RYLDGLOBAL X FDS	17,666	$289K	0.02%	-12,070	Timeline
DOWDOW HLDGS INC	7,126	$286K	0.02%	-1,781	Timeline
SHYDVANECK ETF TRUST	12,610	$283K	0.02%	+44	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	4,680	$282K	0.02%	+247	Timeline
HNDLSTRATEGY SHS	13,200	$282K	0.02%	-150	Timeline
GARPISHARES TR	4,997	$281K	0.02%	new	Timeline
SJNKSPDR SERIES TRUST	11,102	$280K	0.02%	-5,818	Timeline
APAMARTISAN PARTNERS ASSET MGMT	6,493	$280K	0.02%	+32	Timeline
GFEBFIRST TR EXCHNG TRADED FD VI	7,477	$279K	0.02%	0	Timeline
ELVELEVANCE HEALTH INC FORMERLY	753	$278K	0.02%	-12	Timeline
HUMHUMANA INC	1,089	$276K	0.02%	-80	Timeline
FPEFIRST TR EXCH TRADED FD III	15,588	$276K	0.02%	+401	Timeline
FXUFIRST TR EXCHANGE-TRADED FD	7,222	$273K	0.02%	new	Timeline
AVDEAMERICAN CENTY ETF TR	4,434	$272K	0.02%	0	Timeline
GUTGABELLI UTIL TR	53,982	$272K	0.02%	+50	Timeline
BAPRINNOVATOR ETFS TRUST	6,117	$271K	0.02%	0	Timeline
XNXJXNUVEEN NEW JERSEY	22,256	$271K	0.02%	+4,584	Timeline
CTRECARETRUST REIT INC	9,989	$270K	0.02%	+982	Timeline
CLHCLEAN HARBORS INC	1,171	$269K	0.02%	-23	Timeline
WCBRWISDOMTREE TR	9,500	$268K	0.02%	-1,000	Timeline
PMAYINNOVATOR ETFS TRUST	7,465	$268K	0.02%	new	Timeline
AIRRFIRST TR EXCHANGE TRADED FD	3,459	$267K	0.02%	new	Timeline
STZCONSTELLATION BRANDS INC	1,194	$264K	0.02%	-172	Timeline
ADMARCHER DANIELS MIDLAND CO	5,208	$263K	0.02%	-1,000	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	459	$261K	0.02%	+86	Timeline
MSMORGAN STANLEY	2,079	$261K	0.02%	new	Timeline
PHYSSPROTT ASSET MANAGEMENT LP	12,962	$261K	0.02%	-105,050	Timeline
SMINISHARES TR	3,400	$260K	0.02%	0	Timeline
IYWISHARES TR	1,628	$260K	0.02%	+1	Timeline
PMPHILIP MORRIS INTL INC	2,155	$259K	0.02%	-713	Timeline
NSCNORFOLK SOUTHN CORP	1,086	$255K	0.02%	-4,192	Timeline
DTDWISDOMTREE TR	3,344	$254K	0.02%	0	Timeline
ROSTROSS STORES INC	1,665	$252K	0.02%	-70	Timeline
BSXBOSTON SCIENTIFIC CORP	2,795	$250K	0.02%	-175	Timeline
TLHISHARES TR	2,507	$250K	0.02%	-30,537	Timeline
HWMHOWMET AEROSPACE INC	2,269	$248K	0.02%	new	Timeline
SFEBFIRST TR EXCHNG TRADED FD VI	11,469	$247K	0.02%	0	Timeline
USBUS BANCORP	5,138	$246K	0.02%	-604	Timeline
PEJINVESCO EXCHANGE TRADED FD T	4,708	$246K	0.02%	-745	Timeline
DFEBFIRST TR EXCHNG TRADED FD VI	5,725	$244K	0.02%	+650	Timeline
LUNRINTUITIVE MACHINES INC	13,430	$244K	0.02%	new	Timeline
NIMNUVEEN SELECT MAT MUN FD	27,791	$242K	0.02%	-10,000	Timeline
FXHFIRST TR EXCHANGE-TRADED FD	2,319	$241K	0.02%	+54	Timeline
PSLVSPROTT ASSET MANAGEMENT LP	25,020	$241K	0.02%	0	Timeline
ORLYOREILLY AUTOMOTIVE INC	203	$241K	0.02%	+5	Timeline
FNYFIRST TR EXCHANGE-TRADED ALP	3,005	$240K	0.02%	-49	Timeline
CGBLCAPITAL GROUP CORE BALANCED	7,601	$238K	0.02%	new	Timeline
FTECFIDELITY COVINGTON TRUST	1,285	$238K	0.02%	0	Timeline
BIVVANGUARD BD INDEX FDS	3,173	$237K	0.02%	+388	Timeline
COINCOINBASE GLOBAL INC	951	$236K	0.02%	new	Timeline
PGXINVESCO EXCH TRADED FD TR II	20,420	$235K	0.02%	-21,105	Timeline
MBBISHARES TR	2,539	$233K	0.02%	-118	Timeline
SLBSLB LIMITED	6,035	$231K	0.02%	-457	Timeline
MCKMCKESSON CORP	405	$231K	0.02%	-265	Timeline
JCPIJ P MORGAN EXCHANGE TRADED F	4,927	$231K	0.02%	0	Timeline
DWASINVESCO EXCH TRADED FD TR II	2,525	$231K	0.02%	-49	Timeline
WTRGESSENTIAL UTILS INC	6,342	$230K	0.02%	+289	Timeline
ILCGISHARES TR	2,563	$230K	0.02%	+1	Timeline
SMHVANECK ETF TRUST	943	$228K	0.02%	+13	Timeline
NOWSERVICENOW INC	215	$228K	0.02%	new	Timeline
INDAISHARES TR	4,237	$223K	0.02%	-149	Timeline
SNOVFIRST TR EXCHNG TRADED FD VI	9,632	$222K	0.02%	new	Timeline
CPCANADIAN PACIFIC KANSAS CITY	3,074	$222K	0.02%	-680	Timeline
MUABLACKROCK MUNIASSETS FD INC	20,000	$221K	0.02%	0	Timeline
JFRNUVEEN FLOATING RATE INCOME	24,715	$220K	0.02%	+145	Timeline
IYJISHARES TR	1,643	$220K	0.02%	0	Timeline
THQABRDN HEALTHCARE OPPORTUNITI	11,545	$218K	0.02%	0	Timeline
SHELSHELL PLC	3,477	$218K	0.02%	+268	Timeline
XELXCEL ENERGY INC	3,183	$215K	0.02%	-3,716	Timeline
MAMASTERCARD INCORPORATED	408	$215K	0.02%	-5,208	Timeline
NXPNUVEEN SELECT TAX-FREE INCOM	14,171	$215K	0.02%	0	Timeline
BNDXVANGUARD CHARLOTTE FDS	4,367	$214K	0.02%	-545	Timeline
USHYISHARES TR	5,813	$214K	0.02%	+149	Timeline
XMQTXBLACKROCK MUNIYIELD QLTY II	21,500	$212K	0.02%	0	Timeline
PRPERMIAN RESOURCES CORP	14,725	$212K	0.02%	-1,445	Timeline
DLRDIGITAL RLTY TR INC	1,188	$211K	0.02%	new	Timeline
DHSWISDOMTREE TR	2,238	$209K	0.02%	0	Timeline
MGNRAMERICAN BEACON SELECT FUNDS	7,000	$208K	0.02%	-5,800	Timeline
FNDCSCHWAB STRATEGIC TR	6,001	$205K	0.01%	0	Timeline
GLWCORNING INC	4,291	$204K	0.01%	new	Timeline
VFHVANGUARD WORLD FD	1,716	$203K	0.01%	new	Timeline
WPMWHEATON PRECIOUS METALS CORP	3,591	$202K	0.01%	new	Timeline
XWIAXWESTERN ASSET INFLT LNK INC	25,151	$201K	0.01%	-9,508	Timeline
EDOWFIRST TR EXCHANGE-TRADED FD	5,525	$200K	0.01%	new	Timeline
EIPIFIRST TR EXCHNG TRADED FD VI	10,214	$199K	0.01%	+10	Timeline
FCTFIRST TR SR FLTG RATE INCOME	19,192	$199K	0.01%	-1,274	Timeline
RQICOHEN & STEERS QUALITY INCOM	15,839	$194K	0.01%	+3	Timeline
STEWSRH TOTAL RETURN FUND INC	12,000	$192K	0.01%	0	Timeline
BDJBLACKROCK ENHANCED EQUITY DI	23,052	$191K	0.01%	-1,500	Timeline
SABASABA CAPITAL INCOME & OPPORT	20,610	$187K	0.01%	-1,000	Timeline
BGBBLACKSTONE STRATEGIC CRED 20	13,474	$165K	0.01%	0	Timeline
AVADEL PHARMACEUTICALSAVADEL PHARMACEUTICALS	15,550	$163K	0.01%	new
HQLABRDN LIFE SCIENCES INVESTOR	11,700	$154K	0.01%	0	Timeline
XNEAXNUVEEN AMT FREE QLTY MUN INC	13,056	$147K	0.01%	-2,111	Timeline
XAODXABRDN TOTAL DYNAMIC DIVIDEND	17,181	$144K	0.01%	+1	Timeline
XBGYXBLACKROCK ENHANCED INTL DIV	22,798	$121K	0.01%	+80	Timeline
DNPDNP SELECT INCOME FD INC	13,206	$116K	0.01%	+538	Timeline
WIWWESTERN AST INFL LKD OPP & I	13,828	$114K	0.01%	-3,675	Timeline
VVRINVESCO SR INCOME TR	19,949	$78.8K	0.01%	0	Timeline
NVCTNUVECTIS PHARMA INC	13,500	$73K	0.01%	+3,500	Timeline
IGRCBRE GBL REAL ESTATE INC FD	14,436	$69.4K	0.01%	-313	Timeline
SGMTSAGIMET BIOSCIENCES INC	15,000	$67.5K	<0.01%	0	Timeline
MATTERPORT INCMATTERPORT INC	11,559	$54.8K	<0.01%	-4,500
ANIXANIXA BIOSCIENCES INC	22,500	$52.2K	<0.01%	0	Timeline
PLUGPLUG PWR INC	15,645	$33.3K	<0.01%	-153	Timeline
ABSIABSCI CORPORATION	11,500	$30.1K	<0.01%	0	Timeline
SGMOQSANGAMO THERAPEUTICS INC	23,386	$23.9K	<0.01%	0	Timeline
EYENOVIA INCEYENOVIA INC	90,000	$13.1K	<0.01%	-900
CEL-SCI CORPCEL-SCI CORP	15,000	$6K	<0.01%	0
APTOSE BIOSCIENCES INC COMAPTOSE BIOSCIENCES INC COM	19,500	$4.39K	<0.01%	new

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
EDIVSPDR INDEX SHS FDS	73,923	$2.78M	shares
GOLDGOLD COM INC	55,020	$2.43M	shares
DJUNFIRST TR EXCHNG TRADED FD VI	50,681	$2.16M	shares
ARISTA NETWORKS INCARISTA NETWORKS INC	4,917	$1.89M	shares
WLKWESTLAKE CORPORATION	10,646	$1.6M	shares
PDDPDD HOLDINGS INC	10,983	$1.48M	shares
LULULULULEMON ATHLETICA INC	5,280	$1.43M	shares
BAHBOOZ ALLEN HAMILTON HLDG COR	8,280	$1.35M	shares
JDJD.COM INC	29,346	$1.17M	shares
REGNREGENERON PHARMACEUTICALS	1,082	$1.14M	shares
UJANINNOVATOR ETFS TRUST	22,566	$859K	shares
MEDPMEDPACE HLDGS INC	2,376	$793K	shares
SHWSHERWIN WILLIAMS CO	1,818	$694K	shares
DINOHF SINCLAIR CORP	13,706	$611K	shares
FTRIFIRST TR EXCHANGE-TRADED FD	44,765	$604K	shares
DVNDEVON ENERGY CORP NEW	15,122	$592K	shares
UFEBINNOVATOR ETFS TRUST	16,209	$527K	shares
GCTGIGACLOUD TECHNOLOGY INC	22,678	$521K	shares
BJANINNOVATOR ETFS TRUST	11,009	$513K	shares
PJANINNOVATOR ETFS TRUST	11,785	$487K	shares
MCHIISHARES TR	8,805	$448K	shares
BLDRBUILDERS FIRSTSOURCE INC	2,277	$441K	shares
COLLCOLLEGIUM PHARMACEUTICAL INC	11,226	$434K	shares
TFISPDR SERIES TRUST	8,325	$390K	shares
FJULFIRST TR EXCHNG TRADED FD VI	7,051	$339K	shares
PDTHANCOCK JOHN PREM DIVID FD	25,104	$332K	shares
HCAHCA HEALTHCARE INC	799	$325K	shares
SHYISHARES TR	3,895	$324K	shares
GDECFIRST TR EXCHNG TRADED FD VI	9,315	$309K	shares
BPBP PLC	9,597	$301K	shares
BFEBINNOVATOR ETFS TRUST	7,090	$297K	shares
SCHVSCHWAB STRATEGIC TR	3,422	$275K	shares
LDURPIMCO ETF TR	2,803	$269K	shares
PZAINVESCO EXCH TRADED FD TR II	10,922	$264K	shares
MDLZMONDELEZ INTL INC	3,552	$262K	shares
DJULFIRST TR EXCHNG TRADED FD VI	6,237	$258K	shares
HSYHERSHEY CO	1,307	$251K	shares
TSCOTRACTOR SUPPLY CO	838	$244K	shares
BDECINNOVATOR ETFS TRUST	5,488	$236K	shares
NOCNORTHROP GRUMMAN CORP	442	$234K	shares
PSNPARSONS CORP DEL	2,171	$225K	shares
SFMSPROUTS FMRS MKT INC	2,036	$225K	shares
DDDUPONT DE NEMOURS INC	2,493	$222K	shares
IWNISHARES TR	1,280	$214K	shares
HEI-AHEICO CORP NEW	1,030	$210K	shares
SMCISUPER MICRO COMPUTER INC	494	$206K	shares
UNILEVER PLCUNILEVER PLC	3,128	$203K	shares
HNIHNI CORP	3,760	$202K	shares
WBDWARNER BROS DISCOVERY INC	14,970	$124K	shares
INNOVID CORP COMMON STOCKINNOVID CORP COMMON STOCK	40,000	$72K	shares
USALIBERTY ALL STAR EQUITY FD	10,094	$71.7K	shares
IMUNON INCIMUNON INC	10,000	$10.6K	shares
GABELLI UTIL TRGABELLI UTIL TR	54,940	$1.51K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001376474-25-000126	base		2025-01-30	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC