HoldingsChannel.com
Nations Financial Group Inc. IA ADV Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES S&P MIDCAP FUND (IJH) 62,598 +1,643 $12,884
     IJH62,598+1,643$12,884
APPLE INC COM 32,051 -2,653 $9,412
     AAPL32,051-2,653$9,412
ISHARES S&P SMALL CAP FUND (IJR) 109,590 +1,602 $9,189
     IJR109,590+1,602$9,189
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 150,747 +9,398 $6,704
     VWO150,747+9,398$6,704
INVESCO QQQ TRUST 29,147 -936 $6,197
     QQQ29,147-936$6,197
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) 90,725 -1,541 $5,952
     USMV90,725-1,541$5,952
BERKSHIRE HATHAWAY INC DEL CL B NEW      $5,351
     BRK.B16,127-705$3,653
     BRK.A5UNCH$1,698
FIDELITY LOW DURATION BOND FACTOR ETF (FLDR) 102,639 +18,263 $5,200
     FLDR102,639+18,263$5,200
TECHNOLOGY SELECT SECTOR SPDR FUND (XLK) 54,059 +486 $4,956
     XLK54,059+486$4,956
SPDR S&P 500 ETF (SPY) 13,385 +118 $4,308
     SPY13,385+118$4,308
ISHARES CORE S&P 500 ETF (IVV) 13,212 +166 $4,271
     IVV13,212+166$4,271
MICROSOFT CORP COM 26,207 +946 $4,133
     MSFT26,207+946$4,133
VERIZON COMMUNICATIONS INC COM 51,276 +2,231 $3,148
     VZ51,276+2,231$3,148
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 69,677 +3,033 $3,070
     VEA69,677+3,033$3,070
SPDR PORTFOLIO S&P 500 ETF (SPLG) 78,338 +2,568 $2,963
     SPLG78,338+2,568$2,963
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) 54,205 +550 $2,914
     IEMG54,205+550$2,914
VANGUARD HIGH DIVIDEND YIELD ETF (VYM) 30,542 +2,013 $2,862
     VYM30,542+2,013$2,862
AMAZON COM INC COM 1,456 -156 $2,690
     AMZN1,456-156$2,690
COHEN & STEERS INFRASTRUCTURE COM 102,656 +5,571 $2,690
     UTF102,656+5,571$2,690
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (ITOT) 33,106 +724 $2,407
     ITOT33,106+724$2,407
ISHARES FLOATING RATE BOND ETF (FLOT) 46,279 +1,014 $2,357
     FLOT46,279+1,014$2,357
VANGUARD MID CAP INDEX FUND (VO) 13,054 +308 $2,326
     VO13,054+308$2,326
COSTCO WHSL CORP NEW COM 7,367 +366 $2,165
     COST7,367+366$2,165
STRYKER CORP COM 10,017 +147 $2,103
     SYK10,017+147$2,103
WASTE MGMT INC DEL COM 18,282 +552 $2,083
     WM18,282+552$2,083
NEXTERA ENERGY INC COM 8,449 +544 $2,046
     NEE8,449+544$2,046
ISHARES CORE MSCI EAFE ETF (IEFA) 30,444 +329 $1,986
     IEFA30,444+329$1,986
FACTSET RESH SYS INC COM 7,209 +104 $1,934
     FDS7,209+104$1,934
VANGUARD SHORT TERM BOND INDEX FUND (BSV) 23,876 +226 $1,925
     BSV23,876+226$1,925
VANGUARD REAL ESTATE ETF (VNQ) 20,748 -1,453 $1,925
     VNQ20,748-1,453$1,925
ISHARES S&P 500 GROWTH ETF (IVW) 9,128 -9,308 $1,768
     IVW9,128-9,308$1,768
BECTON DICKINSON & CO COM 6,481 +13 $1,763
     BDX6,481+13$1,763
PIMCO ACTIVE BOND EXCHANGE TRADED FUND (BOND) 15,414 +1,763 $1,662
     BOND15,414+1,763$1,662
AMERICAN TOWER CORP NEW COM 7,215 +952 $1,658
     AMT7,215+952$1,658
SYSCO CORP COM 19,219 +262 $1,644
     SYY19,219+262$1,644
ZOETIS INC CL A 12,425 +75 $1,644
     ZTS12,425+75$1,644
DISNEY WALT CO COM DISNEY 11,233 +2,075 $1,625
     DIS11,233+2,075$1,625
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF (EMB) 14,093 +2,456 $1,614
     EMB14,093+2,456$1,614
ACCENTURE PLC IRELAND SHS CLASS A 7,221 +174 $1,521
     ACN7,221+174$1,521
AT&T INC COM 38,736 +4,291 $1,514
     T38,736+4,291$1,514
CHEVRON CORP NEW COM 12,539 +224 $1,511
     CVX12,539+224$1,511
AUTOMATIC DATA PROCESSING INC COM 8,559 +10 $1,459
     ADP8,559+10$1,459
INVESCO TOTAL RETURN BOND ETF (GTO) 26,806 +701 $1,453
     GTO26,806+701$1,453
WALMART INC COM 12,182 +4,268 $1,448
     WMT12,182+4,268$1,448
SALESFORCE COM INC COM 8,744 +485 $1,422
     CRM8,744+485$1,422
HENRY JACK & ASSOC INC COM 9,714 +258 $1,415
     JKHY9,714+258$1,415
PROCTER & GAMBLE CO COM 11,195 -5 $1,398
     PG11,195-5$1,398
INTEL CORP COM 23,263 +932 $1,392
     INTC23,263+932$1,392
GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF (GSLC) 21,388 +1,339 $1,383
     GSLC21,388+1,339$1,383
ECOLAB INC COM 7,083 -542 $1,367
     ECL7,083-542$1,367

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 12/31/2019: $289,970
At 09/30/2019: $278,009

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

Nations Financial Group Inc. IA ADV Top Holdings 13F Filings | www.HoldingsChannel.com

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