HoldingsChannel.com
| Entity | Amount | Change
09/30/2019 to 12/31/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES S&P MIDCAP FUND (IJH) |
62,598 | +1,643 | $12,884 |
| IJH | 62,598 | +1,643 | $12,884 |
| APPLE INC COM |
32,051 | -2,653 | $9,412 |
| AAPL | 32,051 | -2,653 | $9,412 |
| ISHARES S&P SMALL CAP FUND (IJR) |
109,590 | +1,602 | $9,189 |
| IJR | 109,590 | +1,602 | $9,189 |
| VANGUARD FTSE EMERGING MARKETS ETF (VWO) |
150,747 | +9,398 | $6,704 |
| VWO | 150,747 | +9,398 | $6,704 |
| INVESCO QQQ TRUST |
29,147 | -936 | $6,197 |
| QQQ | 29,147 | -936 | $6,197 |
| ISHARES EDGE MSCI MIN VOL USA ETF (USMV) |
90,725 | -1,541 | $5,952 |
| USMV | 90,725 | -1,541 | $5,952 |
 BERKSHIRE HATHAWAY INC DEL CL B NEW |
$5,351 | ||
| BRK.B | 16,127 | -705 | $3,653 |
| BRK.A | 5 | UNCH | $1,698 |
| FIDELITY LOW DURATION BOND FACTOR ETF (FLDR) |
102,639 | +18,263 | $5,200 |
| FLDR | 102,639 | +18,263 | $5,200 |
| TECHNOLOGY SELECT SECTOR SPDR FUND (XLK) |
54,059 | +486 | $4,956 |
| XLK | 54,059 | +486 | $4,956 |
| SPDR S&P 500 ETF (SPY) |
13,385 | +118 | $4,308 |
| SPY | 13,385 | +118 | $4,308 |
| ISHARES CORE S&P 500 ETF (IVV) |
13,212 | +166 | $4,271 |
| IVV | 13,212 | +166 | $4,271 |
| MICROSOFT CORP COM |
26,207 | +946 | $4,133 |
| MSFT | 26,207 | +946 | $4,133 |
| VERIZON COMMUNICATIONS INC COM |
51,276 | +2,231 | $3,148 |
| VZ | 51,276 | +2,231 | $3,148 |
| VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) |
69,677 | +3,033 | $3,070 |
| VEA | 69,677 | +3,033 | $3,070 |
| SPDR PORTFOLIO S&P 500 ETF (SPLG) |
78,338 | +2,568 | $2,963 |
| SPLG | 78,338 | +2,568 | $2,963 |
| ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) |
54,205 | +550 | $2,914 |
| IEMG | 54,205 | +550 | $2,914 |
| VANGUARD HIGH DIVIDEND YIELD ETF (VYM) |
30,542 | +2,013 | $2,862 |
| VYM | 30,542 | +2,013 | $2,862 |
| AMAZON COM INC COM |
1,456 | -156 | $2,690 |
| AMZN | 1,456 | -156 | $2,690 |
| COHEN & STEERS INFRASTRUCTURE COM |
102,656 | +5,571 | $2,690 |
| UTF | 102,656 | +5,571 | $2,690 |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (ITOT) |
33,106 | +724 | $2,407 |
| ITOT | 33,106 | +724 | $2,407 |
| ISHARES FLOATING RATE BOND ETF (FLOT) |
46,279 | +1,014 | $2,357 |
| FLOT | 46,279 | +1,014 | $2,357 |
| VANGUARD MID CAP INDEX FUND (VO) |
13,054 | +308 | $2,326 |
| VO | 13,054 | +308 | $2,326 |
| COSTCO WHSL CORP NEW COM |
7,367 | +366 | $2,165 |
| COST | 7,367 | +366 | $2,165 |
| STRYKER CORP COM |
10,017 | +147 | $2,103 |
| SYK | 10,017 | +147 | $2,103 |
| WASTE MGMT INC DEL COM |
18,282 | +552 | $2,083 |
| WM | 18,282 | +552 | $2,083 |
| NEXTERA ENERGY INC COM |
8,449 | +544 | $2,046 |
| NEE | 8,449 | +544 | $2,046 |
| ISHARES CORE MSCI EAFE ETF (IEFA) |
30,444 | +329 | $1,986 |
| IEFA | 30,444 | +329 | $1,986 |
| FACTSET RESH SYS INC COM |
7,209 | +104 | $1,934 |
| FDS | 7,209 | +104 | $1,934 |
| VANGUARD SHORT TERM BOND INDEX FUND (BSV) |
23,876 | +226 | $1,925 |
| BSV | 23,876 | +226 | $1,925 |
| VANGUARD REAL ESTATE ETF (VNQ) |
20,748 | -1,453 | $1,925 |
| VNQ | 20,748 | -1,453 | $1,925 |
| ISHARES S&P 500 GROWTH ETF (IVW) |
9,128 | -9,308 | $1,768 |
| IVW | 9,128 | -9,308 | $1,768 |
| BECTON DICKINSON & CO COM |
6,481 | +13 | $1,763 |
| BDX | 6,481 | +13 | $1,763 |
| PIMCO ACTIVE BOND EXCHANGE TRADED FUND (BOND) |
15,414 | +1,763 | $1,662 |
| BOND | 15,414 | +1,763 | $1,662 |
| AMERICAN TOWER CORP NEW COM |
7,215 | +952 | $1,658 |
| AMT | 7,215 | +952 | $1,658 |
| SYSCO CORP COM |
19,219 | +262 | $1,644 |
| SYY | 19,219 | +262 | $1,644 |
| ZOETIS INC CL A |
12,425 | +75 | $1,644 |
| ZTS | 12,425 | +75 | $1,644 |
| DISNEY WALT CO COM DISNEY |
11,233 | +2,075 | $1,625 |
| DIS | 11,233 | +2,075 | $1,625 |
| ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF (EMB) |
14,093 | +2,456 | $1,614 |
| EMB | 14,093 | +2,456 | $1,614 |
| ACCENTURE PLC IRELAND SHS CLASS A |
7,221 | +174 | $1,521 |
| ACN | 7,221 | +174 | $1,521 |
| AT&T INC COM |
38,736 | +4,291 | $1,514 |
| T | 38,736 | +4,291 | $1,514 |
| CHEVRON CORP NEW COM |
12,539 | +224 | $1,511 |
| CVX | 12,539 | +224 | $1,511 |
| AUTOMATIC DATA PROCESSING INC COM |
8,559 | +10 | $1,459 |
| ADP | 8,559 | +10 | $1,459 |
| INVESCO TOTAL RETURN BOND ETF (GTO) |
26,806 | +701 | $1,453 |
| GTO | 26,806 | +701 | $1,453 |
| WALMART INC COM |
12,182 | +4,268 | $1,448 |
| WMT | 12,182 | +4,268 | $1,448 |
| SALESFORCE COM INC COM |
8,744 | +485 | $1,422 |
| CRM | 8,744 | +485 | $1,422 |
| HENRY JACK & ASSOC INC COM |
9,714 | +258 | $1,415 |
| JKHY | 9,714 | +258 | $1,415 |
| PROCTER & GAMBLE CO COM |
11,195 | -5 | $1,398 |
| PG | 11,195 | -5 | $1,398 |
| INTEL CORP COM |
23,263 | +932 | $1,392 |
| INTC | 23,263 | +932 | $1,392 |
| GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF (GSLC) |
21,388 | +1,339 | $1,383 |
| GSLC | 21,388 | +1,339 | $1,383 |
| ECOLAB INC COM |
7,083 | -542 | $1,367 |
| ECL | 7,083 | -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 |
