HoldingsChannel.com
| Entity | Amount | Change
03/31/2019 to 06/30/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES S&P MIDCAP FUND (IJH) |
53,819 | +468 | $10,455 |
| IJH | 53,819 | +468 | $10,455 |
| ISHARES S&P SMALL CAP FUND (IJR) |
84,839 | +3,679 | $6,641 |
| IJR | 84,839 | +3,679 | $6,641 |
| INVESCO QQQ TRUST |
33,167 | -3,190 | $6,194 |
| QQQ | 33,167 | -3,190 | $6,194 |
| ISHARES EDGE MSCI MIN VOL USA ETF (USMV) |
88,494 | +5,052 | $5,463 |
| USMV | 88,494 | +5,052 | $5,463 |
| APPLE INC COM |
25,799 | +27 | $5,106 |
| AAPL | 25,799 | +27 | $5,106 |
 BERKSHIRE HATHAWAY INC DEL CL B NEW |
$5,089 | ||
| BRK.B | 16,404 | -624 | $3,497 |
| BRK.A | 5 | UNCH | $1,592 |
| VANGUARD FTSE EMERGING MARKETS ETF (VWO) |
101,157 | +538 | $4,302 |
| VWO | 101,157 | +538 | $4,302 |
| TECHNOLOGY SELECT SECTOR SPDR FUND (XLK) |
49,239 | +403 | $3,843 |
| XLK | 49,239 | +403 | $3,843 |
| SPDR S&P 500 ETF (SPY) |
12,936 | +1,397 | $3,790 |
| SPY | 12,936 | +1,397 | $3,790 |
| ISHARES S&P 500 GROWTH ETF (IVW) |
19,179 | +908 | $3,438 |
| IVW | 19,179 | +908 | $3,438 |
| FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUND (RDVY) |
89,001 | -4,678 | $2,764 |
| RDVY | 89,001 | -4,678 | $2,764 |
| COHEN & STEERS INFRASTRUCTURE COM |
97,917 | -2,972 | $2,541 |
| UTF | 97,917 | -2,972 | $2,541 |
| VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) |
55,054 | +3,858 | $2,296 |
| VEA | 55,054 | +3,858 | $2,296 |
| AMAZON COM INC COM |
1,077 | +92 | $2,039 |
| AMZN | 1,077 | +92 | $2,039 |
| ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF (MTUM) |
14,927 | -775 | $1,770 |
| MTUM | 14,927 | -775 | $1,770 |
| VANGUARD SHORT TERM BOND INDEX FUND (BSV) |
21,893 | +973 | $1,763 |
| BSV | 21,893 | +973 | $1,763 |
| VANGUARD MID CAP INDEX FUND (VO) |
9,814 | +81 | $1,641 |
| VO | 9,814 | +81 | $1,641 |
| FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND (FBT) |
10,791 | +76 | $1,520 |
| FBT | 10,791 | +76 | $1,520 |
| MICROSOFT CORP COM |
9,792 | +1,839 | $1,312 |
| MSFT | 9,792 | +1,839 | $1,312 |
| VERIZON COMMUNICATIONS INC COM |
22,494 | +3,097 | $1,285 |
| VZ | 22,494 | +3,097 | $1,285 |
| HANCOCK JOHN TAX ADV DIV INCM COM |
49,628 | -394 | $1,261 |
| HTD | 49,628 | -394 | $1,261 |
| ISHARES CORE S&P 500 ETF (IVV) |
4,247 | +512 | $1,252 |
| IVV | 4,247 | +512 | $1,252 |
| VANGUARD REAL ESTATE ETF (VNQ) |
13,855 | -789 | $1,211 |
| VNQ | 13,855 | -789 | $1,211 |
| PFIZER INC COM |
27,023 | -1,480 | $1,171 |
| PFE | 27,023 | -1,480 | $1,171 |
| PIMCO ACTIVE BOND EXCHANGE TRADED FUND (BOND) |
10,208 | +157 | $1,097 |
| BOND | 10,208 | +157 | $1,097 |
| GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF (GSLC) |
18,587 | +1,641 | $1,092 |
| GSLC | 18,587 | +1,641 | $1,092 |
| SCHWAB U.S. LARGE CAP ETF (SCHX) |
15,431 | +944 | $1,083 |
| SCHX | 15,431 | +944 | $1,083 |
| ALLIANT ENERGY CORP COM |
21,909 | -15 | $1,075 |
| LNT | 21,909 | -15 | $1,075 |
| INTEL CORP COM |
22,437 | -4,266 | $1,074 |
| INTC | 22,437 | -4,266 | $1,074 |
| AT&T INC COM |
31,501 | -1,596 | $1,056 |
| T | 31,501 | -1,596 | $1,056 |
| ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF (EMB) |
8,981 | +1,575 | $1,017 |
| EMB | 8,981 | +1,575 | $1,017 |
| WISDOMTREE U.S. MIDCAP DIVIDEND FUND (DON) |
27,995 | -700 | $1,013 |
| DON | 27,995 | -700 | $1,013 |
| ISHARES S&P SMALL CAP 600 GROWTH ETF (IJT) |
5,359 | UNCH | $978 |
| IJT | 5,359 | UNCH | $978 |
| MERCK & CO INC COM |
11,539 | +1,311 | $968 |
| MRK | 11,539 | +1,311 | $968 |
| PROCTER AND GAMBLE CO COM |
8,661 | -1,697 | $950 |
| PG | 8,661 | -1,697 | $950 |
| HEALTH CARE SELECT SECTOR SPDR FUND (XLV) |
10,167 | -17 | $942 |
| XLV | 10,167 | -17 | $942 |
| CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND (XLY) |
7,843 | -1,223 | $935 |
| XLY | 7,843 | -1,223 | $935 |
| INTERNATIONAL BUSINESS MACHS COM |
6,621 | -642 | $913 |
| IBM | 6,621 | -642 | $913 |
| JOHNSON & JOHNSON COM |
6,425 | +6 | $895 |
| JNJ | 6,425 | +6 | $895 |
| CATERPILLAR INC DEL COM |
6,543 | +67 | $892 |
| CAT | 6,543 | +67 | $892 |
| WALMART INC COM |
7,920 | +436 | $875 |
| WMT | 7,920 | +436 | $875 |
| SALESFORCE COM INC COM |
5,610 | +5,610 | $851 |
| CRM | 5,610 | +5,610 | $851 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) |
5,594 | +1,452 | $840 |
| VTI | 5,594 | +1,452 | $840 |
| ISHARES S&P MID CAP 400 VALUE ETF (IJJ) |
5,209 | -98 | $831 |
| IJJ | 5,209 | -98 | $831 |
| SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF (TFI) |
16,577 | +51 | $831 |
| TFI | 16,577 | +51 | $831 |
| BOEING CO COM |
2,263 | -35 | $824 |
| BA | 2,263 | -35 | $824 |
| DISNEY WALT CO COM DISNEY |
5,847 | +926 | $817 |
| DIS | 5,847 | +926 | $817 |
| SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF (JNK) |
7,348 | +7,348 | $801 |
| JNK | 7,348 | +7,348 | $801 |
| VANGUARD GROWTH INDEX FUND (VUG) |
4,901 | -582 | $801 |
| VUG | 4,901 | -582 | $801 |
| ISHARES MSCI EAFE ETF (EFA) |
12,005 | +149 | $789 |
| EFA | 12,005 | +149 | $789 |
See Full List: All Stocks Held By Nations Financial Group Inc. IA ADV
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Nations Financial Group Inc. IA ADV
|
Size ($ in 1000's)
At 06/30/2019: $151,280 At 03/31/2019: $145,808 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 |
