HoldingsChannel.com
| Entity | Amount | Change
06/30/2019 to 09/30/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES S&P MIDCAP FUND (IJH) |
60,955 | +7,136 | $11,905 |
| IJH | 60,955 | +7,136 | $11,905 |
| APPLE INC COM |
34,704 | +8,905 | $8,633 |
| AAPL | 34,704 | +8,905 | $8,633 |
| ISHARES S&P SMALL CAP FUND (IJR) |
107,988 | +23,149 | $8,576 |
| IJR | 107,988 | +23,149 | $8,576 |
| INVESCO QQQ TRUST |
30,083 | -3,084 | $5,929 |
| QQQ | 30,083 | -3,084 | $5,929 |
| VANGUARD FTSE EMERGING MARKETS ETF (VWO) |
141,349 | +40,192 | $5,915 |
| VWO | 141,349 | +40,192 | $5,915 |
| ISHARES EDGE MSCI MIN VOL USA ETF (USMV) |
92,266 | +3,772 | $5,900 |
| USMV | 92,266 | +3,772 | $5,900 |
 BERKSHIRE HATHAWAY INC DEL CL B NEW |
$5,173 | ||
| BRK.B | 16,832 | +428 | $3,578 |
| BRK.A | 5 | UNCH | $1,595 |
| TECHNOLOGY SELECT SECTOR SPDR FUND (XLK) |
53,573 | +4,334 | $4,482 |
| XLK | 53,573 | +4,334 | $4,482 |
| FIDELITY LOW DURATION BOND FACTOR ETF (FLDR) |
84,376 | +84,376 | $4,283 |
| FLDR | 84,376 | +84,376 | $4,283 |
| SPDR S&P 500 ETF (SPY) |
13,267 | +331 | $4,024 |
| SPY | 13,267 | +331 | $4,024 |
| ISHARES CORE S&P 500 ETF (IVV) |
13,046 | +8,799 | $3,979 |
| IVV | 13,046 | +8,799 | $3,979 |
| MICROSOFT CORP COM |
25,261 | +15,469 | $3,622 |
| MSFT | 25,261 | +15,469 | $3,622 |
| ISHARES S&P 500 GROWTH ETF (IVW) |
18,436 | -743 | $3,376 |
| IVW | 18,436 | -743 | $3,376 |
| VERIZON COMMUNICATIONS INC COM |
49,045 | +26,551 | $2,966 |
| VZ | 49,045 | +26,551 | $2,966 |
| AMAZON COM INC COM |
1,612 | +535 | $2,864 |
| AMZN | 1,612 | +535 | $2,864 |
| VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) |
66,644 | +11,590 | $2,826 |
| VEA | 66,644 | +11,590 | $2,826 |
| FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUND (RDVY) |
82,934 | -6,067 | $2,754 |
| RDVY | 82,934 | -6,067 | $2,754 |
| ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) |
53,655 | +53,655 | $2,746 |
| IEMG | 53,655 | +53,655 | $2,746 |
| SPDR PORTFOLIO LARGE CAP ETF (SPLG) |
75,770 | +75,770 | $2,697 |
| SPLG | 75,770 | +75,770 | $2,697 |
| COHEN & STEERS INFRASTRUCTURE COM |
97,085 | -832 | $2,614 |
| UTF | 97,085 | -832 | $2,614 |
| VANGUARD HIGH DIVIDEND YIELD ETF (VYM) |
28,529 | +19,860 | $2,558 |
| VYM | 28,529 | +19,860 | $2,558 |
| ISHARES FLOATING RATE BOND ETF (FLOT) |
45,265 | +31,057 | $2,308 |
| FLOT | 45,265 | +31,057 | $2,308 |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (ITOT) |
32,382 | +32,382 | $2,220 |
| ITOT | 32,382 | +32,382 | $2,220 |
| VANGUARD MID CAP INDEX FUND (VO) |
12,746 | +2,932 | $2,160 |
| VO | 12,746 | +2,932 | $2,160 |
| STRYKER CORP COM |
9,870 | +6,849 | $2,135 |
| SYK | 9,870 | +6,849 | $2,135 |
| VANGUARD REAL ESTATE ETF (VNQ) |
22,201 | +8,346 | $2,094 |
| VNQ | 22,201 | +8,346 | $2,094 |
| COSTCO WHSL CORP NEW COM |
7,001 | +5,443 | $2,080 |
| COST | 7,001 | +5,443 | $2,080 |
| WASTE MGMT INC DEL COM |
17,730 | +14,975 | $1,989 |
| WM | 17,730 | +14,975 | $1,989 |
| VANGUARD SHORT TERM BOND INDEX FUND (BSV) |
23,650 | +1,757 | $1,915 |
| BSV | 23,650 | +1,757 | $1,915 |
| ISHARES CORE MSCI EAFE ETF (IEFA) |
30,115 | +25,851 | $1,904 |
| IEFA | 30,115 | +25,851 | $1,904 |
| NEXTERA ENERGY INC COM |
7,905 | +6,469 | $1,884 |
| NEE | 7,905 | +6,469 | $1,884 |
| FACTSET RESH SYS INC COM |
7,105 | +7,105 | $1,801 |
| FDS | 7,105 | +7,105 | $1,801 |
| ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF (MTUM) |
14,723 | -204 | $1,767 |
| MTUM | 14,723 | -204 | $1,767 |
| BECTON DICKINSON & CO COM |
6,468 | +6,468 | $1,656 |
| BDX | 6,468 | +6,468 | $1,656 |
| ZOETIS INC CL A |
12,350 | +12,350 | $1,580 |
| ZTS | 12,350 | +12,350 | $1,580 |
| SYSCO CORP COM |
18,957 | +18,957 | $1,514 |
| SYY | 18,957 | +18,957 | $1,514 |
| PIMCO ACTIVE BOND EXCHANGE TRADED FUND (BOND) |
13,651 | +3,443 | $1,483 |
| BOND | 13,651 | +3,443 | $1,483 |
| ECOLAB INC COM |
7,625 | +7,625 | $1,465 |
| ECL | 7,625 | +7,625 | $1,465 |
| CHEVRON CORP NEW COM |
12,315 | +9,047 | $1,430 |
| CVX | 12,315 | +9,047 | $1,430 |
| INVESCO TOTAL RETURN BOND ETF (GTO) |
26,105 | +26,105 | $1,421 |
| GTO | 26,105 | +26,105 | $1,421 |
| PROCTER & GAMBLE CO COM |
11,200 | +2,539 | $1,395 |
| PG | 11,200 | +2,539 | $1,395 |
| AUTOMATIC DATA PROCESSING INC COM |
8,549 | +5,953 | $1,387 |
| ADP | 8,549 | +5,953 | $1,387 |
| AMERICAN TOWER CORP NEW COM |
6,263 | +6,263 | $1,366 |
| AMT | 6,263 | +6,263 | $1,366 |
| FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND (FBT) |
10,499 | -292 | $1,364 |
| FBT | 10,499 | -292 | $1,364 |
| HENRY JACK & ASSOC INC COM |
9,456 | +9,456 | $1,339 |
| JKHY | 9,456 | +9,456 | $1,339 |
| HANCOCK JOHN TAX ADV DIV INCM COM |
48,541 | -1,087 | $1,332 |
| HTD | 48,541 | -1,087 | $1,332 |
| AT&T INC COM |
34,445 | +2,944 | $1,326 |
| T | 34,445 | +2,944 | $1,326 |
| ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF (EMB) |
11,637 | +2,656 | $1,322 |
| EMB | 11,637 | +2,656 | $1,322 |
| CINTAS CORP COM |
4,918 | +4,918 | $1,321 |
| CTAS | 4,918 | +4,918 | $1,321 |
| ACCENTURE PLC IRELAND SHS CLASS A |
7,047 | +7,047 | $1,307 |
| ACN | 7,047 | +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 |
