HoldingsChannel.com
| Entity | Amount | Change
12/31/2018 to 03/31/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES S&P MIDCAP FUND (IJH) |
53,351 | +2,146 | $10,105 |
| IJH | 53,351 | +2,146 | $10,105 |
| INVESCO QQQ TRUST |
36,357 | +1,424 | $6,532 |
| QQQ | 36,357 | +1,424 | $6,532 |
| ISHARES S&P SMALL CAP FUND (IJR) |
81,160 | +4,977 | $6,262 |
| IJR | 81,160 | +4,977 | $6,262 |
 BERKSHIRE HATHAWAY INC DEL CL B NEW |
$4,927 | ||
| BRK.B | 17,028 | -870 | $3,421 |
| BRK.A | 5 | UNCH | $1,506 |
| ISHARES EDGE MSCI MIN VOL USA ETF (USMV) |
83,442 | +4,538 | $4,906 |
| USMV | 83,442 | +4,538 | $4,906 |
| APPLE INC COM |
25,772 | +1,517 | $4,895 |
| AAPL | 25,772 | +1,517 | $4,895 |
| VANGUARD FTSE EMERGING MARKETS ETF (VWO) |
100,619 | +9,873 | $4,276 |
| VWO | 100,619 | +9,873 | $4,276 |
| TECHNOLOGY SELECT SECTOR SPDR FUND (XLK) |
48,836 | +5,305 | $3,614 |
| XLK | 48,836 | +5,305 | $3,614 |
| SPDR S&P 500 ETF (SPY) |
11,539 | +513 | $3,260 |
| SPY | 11,539 | +513 | $3,260 |
| ISHARES S&P 500 GROWTH ETF (IVW) |
18,271 | -267 | $3,149 |
| IVW | 18,271 | -267 | $3,149 |
| FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUND (RDVY) |
93,679 | -3,074 | $2,794 |
| RDVY | 93,679 | -3,074 | $2,794 |
| COHEN & STEERS INFRASTRUCTURE COM |
100,889 | -1,968 | $2,474 |
| UTF | 100,889 | -1,968 | $2,474 |
| VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) |
51,196 | +9,801 | $2,092 |
| VEA | 51,196 | +9,801 | $2,092 |
| ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF (MTUM) |
15,702 | -1,502 | $1,762 |
| MTUM | 15,702 | -1,502 | $1,762 |
| AMAZON COM INC COM |
985 | +17 | $1,754 |
| AMZN | 985 | +17 | $1,754 |
| VANGUARD SHORT TERM BOND INDEX FUND (BSV) |
20,920 | +257 | $1,665 |
| BSV | 20,920 | +257 | $1,665 |
| FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND (FBT) |
10,715 | +971 | $1,616 |
| FBT | 10,715 | +971 | $1,616 |
| VANGUARD MID CAP INDEX FUND (VO) |
9,733 | +251 | $1,565 |
| VO | 9,733 | +251 | $1,565 |
| INTEL CORP COM |
26,703 | +42 | $1,434 |
| INTC | 26,703 | +42 | $1,434 |
| VANGUARD REAL ESTATE ETF (VNQ) |
14,644 | -426 | $1,273 |
| VNQ | 14,644 | -426 | $1,273 |
| HANCOCK JOHN TAX ADV DIV INCM COM |
50,022 | -2,017 | $1,241 |
| HTD | 50,022 | -2,017 | $1,241 |
| SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF (BIL) |
$1,227 | ||
| ETF | 22,042 | +22,042 | $793 |
| BIL | 4,738 | +4,738 | $434 |
| PFIZER INC COM |
28,503 | -553 | $1,211 |
| PFE | 28,503 | -553 | $1,211 |
| VERIZON COMMUNICATIONS INC COM |
19,397 | -2,286 | $1,147 |
| VZ | 19,397 | -2,286 | $1,147 |
| STARBUCKS CORP COM |
14,825 | +636 | $1,102 |
| SBUX | 14,825 | +636 | $1,102 |
| PROCTER AND GAMBLE CO COM |
10,358 | -155 | $1,078 |
| PG | 10,358 | -155 | $1,078 |
| ISHARES CORE S&P 500 ETF (IVV) |
3,735 | +469 | $1,063 |
| IVV | 3,735 | +469 | $1,063 |
| PIMCO ACTIVE BOND EXCHANGE TRADED FUND (BOND) |
10,051 | +75 | $1,061 |
| BOND | 10,051 | +75 | $1,061 |
| AT&T INC COM |
33,097 | -11 | $1,038 |
| T | 33,097 | -11 | $1,038 |
| ALLIANT ENERGY CORP COM |
21,924 | -1,600 | $1,033 |
| LNT | 21,924 | -1,600 | $1,033 |
| CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND (XLY) |
9,066 | +546 | $1,032 |
| XLY | 9,066 | +546 | $1,032 |
| WISDOMTREE U.S. MIDCAP DIVIDEND FUND (DON) |
28,695 | UNCH | $1,027 |
| DON | 28,695 | UNCH | $1,027 |
| INTERNATIONAL BUSINESS MACHS COM |
7,263 | +134 | $1,025 |
| IBM | 7,263 | +134 | $1,025 |
| SCHWAB U.S. LARGE CAP ETF (SCHX) |
14,487 | +317 | $979 |
| SCHX | 14,487 | +317 | $979 |
| GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF (GSLC) |
16,946 | +3,125 | $963 |
| GSLC | 16,946 | +3,125 | $963 |
| ISHARES S&P SMALL CAP 600 GROWTH ETF (IJT) |
5,359 | +112 | $957 |
| IJT | 5,359 | +112 | $957 |
| MICROSOFT CORP COM |
7,953 | +135 | $938 |
| MSFT | 7,953 | +135 | $938 |
| HEALTH CARE SELECT SECTOR SPDR FUND (XLV) |
10,184 | +608 | $934 |
| XLV | 10,184 | +608 | $934 |
| JOHNSON & JOHNSON COM |
6,419 | +1,026 | $897 |
| JNJ | 6,419 | +1,026 | $897 |
| CATERPILLAR INC DEL COM |
6,476 | +19 | $878 |
| CAT | 6,476 | +19 | $878 |
| BOEING CO COM |
2,298 | +61 | $877 |
| BA | 2,298 | +61 | $877 |
| VANGUARD GROWTH INDEX FUND (VUG) |
5,483 | +627 | $858 |
| VUG | 5,483 | +627 | $858 |
| WASTE MGMT INC DEL COM |
8,255 | UNCH | $858 |
| WM | 8,255 | UNCH | $858 |
| PEPSICO INC COM |
6,969 | +371 | $854 |
| PEP | 6,969 | +371 | $854 |
| MERCK & CO INC COM |
10,228 | -3,090 | $851 |
| MRK | 10,228 | -3,090 | $851 |
| ISHARES S&P MID CAP 400 VALUE ETF (IJJ) |
5,307 | +94 | $833 |
| IJJ | 5,307 | +94 | $833 |
| ISHARES S&P 500 VALUE ETF (IVE) |
7,387 | +15 | $833 |
| IVE | 7,387 | +15 | $833 |
| ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF (EMB) |
7,406 | +511 | $815 |
| EMB | 7,406 | +511 | $815 |
| SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF (TFI) |
16,526 | +37 | $814 |
| TFI | 16,526 | +37 | $814 |
| VANGUARD VALUE INDEX FUND (VTV) |
7,432 | UNCH | $800 |
| VTV | 7,432 | UNCH | $800 |
See Full List: All Stocks Held By Nations Financial Group Inc. IA ADV
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Nations Financial Group Inc. IA ADV
|
Size ($ in 1000's)
At 03/31/2019: $145,808 At 12/31/2018: $124,852 Nations Financial Group Inc. IA ADV holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Nations Financial Group Inc. IA ADV 13F filings. Link to 13F filings: SEC filings |
