HoldingsChannel.com
Nations Financial Group Inc. IA ADV Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES S&P MIDCAP FUND (IJH) 60,955 +7,136 $11,905
     IJH60,955+7,136$11,905
APPLE INC COM 34,704 +8,905 $8,633
     AAPL34,704+8,905$8,633
ISHARES S&P SMALL CAP FUND (IJR) 107,988 +23,149 $8,576
     IJR107,988+23,149$8,576
INVESCO QQQ TRUST 30,083 -3,084 $5,929
     QQQ30,083-3,084$5,929
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 141,349 +40,192 $5,915
     VWO141,349+40,192$5,915
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) 92,266 +3,772 $5,900
     USMV92,266+3,772$5,900
BERKSHIRE HATHAWAY INC DEL CL B NEW      $5,173
     BRK.B16,832+428$3,578
     BRK.A5UNCH$1,595
TECHNOLOGY SELECT SECTOR SPDR FUND (XLK) 53,573 +4,334 $4,482
     XLK53,573+4,334$4,482
FIDELITY LOW DURATION BOND FACTOR ETF (FLDR) 84,376 +84,376 $4,283
     FLDR84,376+84,376$4,283
SPDR S&P 500 ETF (SPY) 13,267 +331 $4,024
     SPY13,267+331$4,024
ISHARES CORE S&P 500 ETF (IVV) 13,046 +8,799 $3,979
     IVV13,046+8,799$3,979
MICROSOFT CORP COM 25,261 +15,469 $3,622
     MSFT25,261+15,469$3,622
ISHARES S&P 500 GROWTH ETF (IVW) 18,436 -743 $3,376
     IVW18,436-743$3,376
VERIZON COMMUNICATIONS INC COM 49,045 +26,551 $2,966
     VZ49,045+26,551$2,966
AMAZON COM INC COM 1,612 +535 $2,864
     AMZN1,612+535$2,864
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 66,644 +11,590 $2,826
     VEA66,644+11,590$2,826
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUND (RDVY) 82,934 -6,067 $2,754
     RDVY82,934-6,067$2,754
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) 53,655 +53,655 $2,746
     IEMG53,655+53,655$2,746
SPDR PORTFOLIO LARGE CAP ETF (SPLG) 75,770 +75,770 $2,697
     SPLG75,770+75,770$2,697
COHEN & STEERS INFRASTRUCTURE COM 97,085 -832 $2,614
     UTF97,085-832$2,614
VANGUARD HIGH DIVIDEND YIELD ETF (VYM) 28,529 +19,860 $2,558
     VYM28,529+19,860$2,558
ISHARES FLOATING RATE BOND ETF (FLOT) 45,265 +31,057 $2,308
     FLOT45,265+31,057$2,308
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (ITOT) 32,382 +32,382 $2,220
     ITOT32,382+32,382$2,220
VANGUARD MID CAP INDEX FUND (VO) 12,746 +2,932 $2,160
     VO12,746+2,932$2,160
STRYKER CORP COM 9,870 +6,849 $2,135
     SYK9,870+6,849$2,135
VANGUARD REAL ESTATE ETF (VNQ) 22,201 +8,346 $2,094
     VNQ22,201+8,346$2,094
COSTCO WHSL CORP NEW COM 7,001 +5,443 $2,080
     COST7,001+5,443$2,080
WASTE MGMT INC DEL COM 17,730 +14,975 $1,989
     WM17,730+14,975$1,989
VANGUARD SHORT TERM BOND INDEX FUND (BSV) 23,650 +1,757 $1,915
     BSV23,650+1,757$1,915
ISHARES CORE MSCI EAFE ETF (IEFA) 30,115 +25,851 $1,904
     IEFA30,115+25,851$1,904
NEXTERA ENERGY INC COM 7,905 +6,469 $1,884
     NEE7,905+6,469$1,884
FACTSET RESH SYS INC COM 7,105 +7,105 $1,801
     FDS7,105+7,105$1,801
ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF (MTUM) 14,723 -204 $1,767
     MTUM14,723-204$1,767
BECTON DICKINSON & CO COM 6,468 +6,468 $1,656
     BDX6,468+6,468$1,656
ZOETIS INC CL A 12,350 +12,350 $1,580
     ZTS12,350+12,350$1,580
SYSCO CORP COM 18,957 +18,957 $1,514
     SYY18,957+18,957$1,514
PIMCO ACTIVE BOND EXCHANGE TRADED FUND (BOND) 13,651 +3,443 $1,483
     BOND13,651+3,443$1,483
ECOLAB INC COM 7,625 +7,625 $1,465
     ECL7,625+7,625$1,465
CHEVRON CORP NEW COM 12,315 +9,047 $1,430
     CVX12,315+9,047$1,430
INVESCO TOTAL RETURN BOND ETF (GTO) 26,105 +26,105 $1,421
     GTO26,105+26,105$1,421
PROCTER & GAMBLE CO COM 11,200 +2,539 $1,395
     PG11,200+2,539$1,395
AUTOMATIC DATA PROCESSING INC COM 8,549 +5,953 $1,387
     ADP8,549+5,953$1,387
AMERICAN TOWER CORP NEW COM 6,263 +6,263 $1,366
     AMT6,263+6,263$1,366
FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND (FBT) 10,499 -292 $1,364
     FBT10,499-292$1,364
HENRY JACK & ASSOC INC COM 9,456 +9,456 $1,339
     JKHY9,456+9,456$1,339
HANCOCK JOHN TAX ADV DIV INCM COM 48,541 -1,087 $1,332
     HTD48,541-1,087$1,332
AT&T INC COM 34,445 +2,944 $1,326
     T34,445+2,944$1,326
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF (EMB) 11,637 +2,656 $1,322
     EMB11,637+2,656$1,322
CINTAS CORP COM 4,918 +4,918 $1,321
     CTAS4,918+4,918$1,321
ACCENTURE PLC IRELAND SHS CLASS A 7,047 +7,047 $1,307
     ACN7,047+7,047$1,307

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 09/30/2019: $278,009
At 06/30/2019: $151,280

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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