HoldingsChannel.com
| Entity | Amount | Change
12/31/2019 to 03/31/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES S&P MIDCAP FUND (IJH) |
64,352 | +1,754 | $9,258 |
| IJH | 64,352 | +1,754 | $9,258 |
| APPLE INC COM |
31,759 | -292 | $8,076 |
| AAPL | 31,759 | -292 | $8,076 |
| ISHARES S&P SMALL CAP FUND (IJR) |
115,818 | +6,228 | $6,499 |
| IJR | 115,818 | +6,228 | $6,499 |
| ISHARES EDGE MSCI MIN VOL USA ETF (USMV) |
101,303 | +10,578 | $5,471 |
| USMV | 101,303 | +10,578 | $5,471 |
| INVESCO QQQ TRUST |
26,761 | -2,386 | $5,095 |
| QQQ | 26,761 | -2,386 | $5,095 |
| TECHNOLOGY SELECT SECTOR SPDR FUND (XLK) |
62,204 | +8,145 | $4,999 |
| XLK | 62,204 | +8,145 | $4,999 |
 BERKSHIRE HATHAWAY INC DEL CL B NEW |
$4,925 | ||
| BRK.B | 19,497 | +3,370 | $3,565 |
| BRK.A | 5 | UNCH | $1,360 |
| VANGUARD FTSE EMERGING MARKETS ETF (VWO) |
145,994 | -4,753 | $4,898 |
| VWO | 145,994 | -4,753 | $4,898 |
| MICROSOFT CORP COM |
25,444 | -763 | $4,013 |
| MSFT | 25,444 | -763 | $4,013 |
| SPDR S&P 500 ETF (SPY) |
15,317 | +1,932 | $3,948 |
| SPY | 15,317 | +1,932 | $3,948 |
| ISHARES CORE S&P 500 ETF (IVV) |
13,118 | -94 | $3,390 |
| IVV | 13,118 | -94 | $3,390 |
| AMAZON COM INC COM |
1,455 | -1 | $2,837 |
| AMZN | 1,455 | -1 | $2,837 |
| VANGUARD HIGH DIVIDEND YIELD ETF (VYM) |
38,800 | +8,258 | $2,745 |
| VYM | 38,800 | +8,258 | $2,745 |
| VERIZON COMMUNICATIONS INC COM |
50,868 | -408 | $2,733 |
| VZ | 50,868 | -408 | $2,733 |
| FIDELITY LOW DURATION BOND FACTOR ETF (FLDR) |
52,414 | -50,225 | $2,561 |
| FLDR | 52,414 | -50,225 | $2,561 |
| ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) |
62,737 | +8,532 | $2,539 |
| IEMG | 62,737 | +8,532 | $2,539 |
| ISHARES FLOATING RATE BOND ETF (FLOT) |
52,051 | +5,772 | $2,537 |
| FLOT | 52,051 | +5,772 | $2,537 |
| SPDR PORTFOLIO S&P 500 ETF (SPLG) |
81,253 | +2,915 | $2,458 |
| SPLG | 81,253 | +2,915 | $2,458 |
| VANGUARD MID CAP INDEX FUND (VO) |
18,628 | +5,574 | $2,452 |
| VO | 18,628 | +5,574 | $2,452 |
| VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) |
73,321 | +3,644 | $2,445 |
| VEA | 73,321 | +3,644 | $2,445 |
| VISA INC COM CL A |
14,420 | +7,932 | $2,323 |
| V | 14,420 | +7,932 | $2,323 |
| COSTCO WHSL CORP NEW COM |
7,793 | +426 | $2,222 |
| COST | 7,793 | +426 | $2,222 |
| INVESCO TOTAL RETURN BOND ETF (GTO) |
39,820 | +13,014 | $2,115 |
| GTO | 39,820 | +13,014 | $2,115 |
| VANGUARD SHORT TERM BOND INDEX FUND (BSV) |
24,377 | +501 | $2,003 |
| BSV | 24,377 | +501 | $2,003 |
| NEXTERA ENERGY INC COM |
8,277 | -172 | $1,992 |
| NEE | 8,277 | -172 | $1,992 |
| COHEN & STEERS INFRASTRUCTURE COM |
104,724 | +2,068 | $1,974 |
| UTF | 104,724 | +2,068 | $1,974 |
| FACTSET RESH SYS INC COM |
7,214 | +5 | $1,881 |
| FDS | 7,214 | +5 | $1,881 |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (ITOT) |
32,668 | -438 | $1,869 |
| ITOT | 32,668 | -438 | $1,869 |
| PIMCO ACTIVE BOND EXCHANGE TRADED FUND (BOND) |
17,352 | +1,938 | $1,842 |
| BOND | 17,352 | +1,938 | $1,842 |
| WASTE MGMT INC DEL COM |
19,612 | +1,330 | $1,815 |
| WM | 19,612 | +1,330 | $1,815 |
| DISNEY WALT CO COM DISNEY |
18,685 | +7,452 | $1,805 |
| DIS | 18,685 | +7,452 | $1,805 |
| VANGUARD GROWTH INDEX FUND (VUG) |
11,021 | +4,179 | $1,727 |
| VUG | 11,021 | +4,179 | $1,727 |
| STRYKER CORPORATION COM |
10,150 | +133 | $1,690 |
| SYK | 10,150 | +133 | $1,690 |
| AMERICAN TOWER CORP NEW COM |
7,245 | +30 | $1,578 |
| AMT | 7,245 | +30 | $1,578 |
| HENRY JACK & ASSOC INC COM |
10,047 | +333 | $1,560 |
| JKHY | 10,047 | +333 | $1,560 |
| ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF (EMB) |
15,962 | +1,869 | $1,543 |
| EMB | 15,962 | +1,869 | $1,543 |
| NVIDIA CORP COM |
5,774 | +419 | $1,522 |
| NVDA | 5,774 | +419 | $1,522 |
| ISHARES CORE MSCI EAFE ETF (IEFA) |
29,668 | -776 | $1,480 |
| IEFA | 29,668 | -776 | $1,480 |
| VANGUARD REAL ESTATE ETF (VNQ) |
20,915 | +167 | $1,461 |
| VNQ | 20,915 | +167 | $1,461 |
| ISHARES S&P 500 GROWTH ETF (IVW) |
8,832 | -296 | $1,458 |
| IVW | 8,832 | -296 | $1,458 |
| ZOETIS INC CL A |
12,268 | -157 | $1,444 |
| ZTS | 12,268 | -157 | $1,444 |
| WALMART INC COM |
12,047 | -135 | $1,369 |
| WMT | 12,047 | -135 | $1,369 |
| SALESFORCE COM INC COM |
8,974 | +230 | $1,292 |
| CRM | 8,974 | +230 | $1,292 |
| BECTON DICKINSON & CO COM |
5,533 | -948 | $1,271 |
| BDX | 5,533 | -948 | $1,271 |
| INTEL CORP COM |
23,124 | -139 | $1,251 |
| INTC | 23,124 | -139 | $1,251 |
| PROCTER AND GAMBLE CO COM |
11,219 | +24 | $1,234 |
| PG | 11,219 | +24 | $1,234 |
| SPDR DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF (STOT) |
25,155 | -687 | $1,213 |
| STOT | 25,155 | -687 | $1,213 |
| CVS HEALTH CORP COM |
20,022 | +3,157 | $1,188 |
| CVS | 20,022 | +3,157 | $1,188 |
| ACCENTURE PLC IRELAND SHS CLASS A |
7,222 | +1 | $1,179 |
| ACN | 7,222 | +1 | $1,179 |
| INVESCO S&P MIDCAP LOW VOLATILITY ETF (XMLV) |
29,374 | +7,681 | $1,170 |
| XMLV | 29,374 | +7,681 | $1,170 |
See Full List: All Stocks Held By Nations Financial Group Inc. IA ADV
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Nations Financial Group Inc. IA ADV
|
Size ($ in 1000's)
At 03/31/2020: $234,370 At 12/31/2019: $289,970 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 |
