Nations Financial Group Inc, Portfolio Holdings

Nations Financial Group Inc,

$1.37 Billion
Q2 2025

Nations Financial Group Inc, has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.37 Billion distributed in 678 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $37.1M, Nvidia Corp with a value of $37.1M, Microsoft Corp with a value of $35.9M, Apple Inc. with a value of $31.5M, and Ishares Core S&P Mid Cap ETF with a value of $27.4M.

Examining the 13F form we can see an increase of $128M in the current position value, from $1.25B to 1.37B.

Nations Financial Group Inc, is based out at Cedar Rapids, IA

Below you can find more details about Nations Financial Group Inc, portfolio as well as his latest detailed transactions.

Portfolio value $1.37 Billion

ETFs: $667 Million

Technology: $192 Million

Financial Services: $140 Million

Industrials: $59.3 Million

Communication Services: $56.1 Million

Consumer Cyclical: $53.1 Million

Energy: $51.9 Million

Healthcare: $51.1 Million

Other: $90.8 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
BRK-B Berkshire Hathaway Inc Class B Financial Services	$621B	$37.1 Million 2.71% of portfolio	76,472	Q2 2025 Added 7.86%
NVDA Nvidia Corp Technology	$456B	$37.1 Million 2.7% of portfolio	234,598	Q2 2025 Added 2.02%
MSFT Microsoft Corp Technology	$3.95T	$35.9 Million 2.62% of portfolio	72,254	Q2 2025 Added 2.64%
AAPL Apple Inc. Technology	$3.69T	$31.5 Million 2.3% of portfolio	153,659	Q2 2025 Reduced 10.73%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$27.4 Million 1.99% of portfolio	441,264	Q2 2025 Added 0.65%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$26.5 Million 1.93% of portfolio	47,980	Q2 2025 Added 5.21%
IWV Ishares Russell 3000 ETF ETFs	$0	$23.8 Million 1.74% of portfolio	67,893	Q2 2025 Reduced 0.07%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$19.2 Million 1.4% of portfolio	144,055	Q2 2025 Added 2.17%
XLK Technology Sector Spdr ETFs	$0	$18.4 Million 1.34% of portfolio	72,751	Q2 2025 Reduced 5.34%
META Meta Platforms, Inc. Communication Services	$1.78T	$17.8 Million 1.29% of portfolio	24,068	Q2 2025 Added 12.43%
FBCG Fidelity Covington Tr Blue Chi ETFs	$0	$16.7 Million 1.22% of portfolio	346,598	Q2 2025 Added 12.3%
AMZN Amazon Com Inc Consumer Cyclical	$2.26T	$16.4 Million 1.19% of portfolio	74,632	Q2 2025 Added 2.62%
JPM Jpmorgan Chase & CO Financial Services	$859B	$15.8 Million 1.15% of portfolio	54,357	Q2 2025 Reduced 7.43%
COST Costco Wholesale Corp Consumer Defensive	$439B	$14.6 Million 1.06% of portfolio	14,702	Q2 2025 Added 1.91%
AVGO Broadcom Inc. Technology	$127B	$14.5 Million 1.06% of portfolio	52,672	Q2 2025 Reduced 4.26%
VO Vanguard Mid Cap ETF ETFs	$0	$13.4 Million 0.98% of portfolio	47,845	Q2 2025 Reduced 4.92%
GOOGL Alphabet Inc. Communication Services	$1.21T	$13.4 Million 0.97% of portfolio	75,846	Q2 2025 Added 23.85%
VUG Vanguard Growth ETF ETFs	$0	$12.9 Million 0.94% of portfolio	29,524	Q2 2025 Added 0.69%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$12.5 Million 0.91% of portfolio	471,907	Q2 2025 Added 35.23%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$12.3 Million 0.89% of portfolio	130,625	Q2 2025 Added 28.13%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$12.1 Million 0.88% of portfolio	19,635	Q2 2025 Added 0.63%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$12 Million 0.88% of portfolio	243,050	Q2 2025 Reduced 1.48%
IVV Ishares Core S&P 500 ETF ETFs	$0	$11.8 Million 0.86% of portfolio	18,989	Q2 2025 Added 6.16%
V Visa Inc. Financial Services	$551B	$11 Million 0.8% of portfolio	30,908	Q2 2025 Added 11.15%
GLD Spdr Gold Trust ETFs	$106B	$10.4 Million 0.76% of portfolio	34,267	Q2 2025 Added 2.64%
IJJ Ishares S&P Midcap 400 Value E ETFs	$0	$9.77 Million 0.71% of portfolio	79,050	Q2 2025 Reduced 0.58%
CGDV Capital Group Divid Value ETF ETFs	$0	$9.64 Million 0.7% of portfolio	244,142	Q2 2025 Added 4.51%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$9.66 Million 0.7% of portfolio	88,421	Q2 2025 Added 4.01%
IMCG Ishare Morningstar Mid Cap Gro ETFs	$0	$9.06 Million 0.66% of portfolio	112,897	Q2 2025 Added 3.64%
VTV Vanguard Value ETF ETFs	$0	$9.03 Million 0.66% of portfolio	51,109	Q2 2025 Reduced 0.33%
URA Global X Uranium ETF ETFs	$0	$9.05 Million 0.66% of portfolio	233,225	Q2 2025 Added 1,115.16%
XOM Exxon Mobil Corp Energy	$442B	$8.57 Million 0.62% of portfolio	79,505	Q2 2025 Reduced 34.11%
MSTR Microstrategy Inc Technology	$3.68B	$7.9 Million 0.58% of portfolio	19,542	Q2 2025 Reduced 43.33%
JCPB J P Morgan Exchange Traded Fd ETFs	$0	$7.93 Million 0.58% of portfolio	168,603	Q2 2025 Added 13.49%
IEFA Ishares Tr ETFs	$0	$7.99 Million 0.58% of portfolio	95,735	Q2 2025 Added 3.61%
BRK-A Berkshire Hathaway Inc Financial Services	$423B	$8.02 Million 0.58% of portfolio	11	Q1 2025 Added 10.0%
EPD Enterprise Products Partners L.P. Energy	$68.2B	$7.86 Million 0.57% of portfolio	253,443	Q2 2025 Added 1.63%
BAR Granite Shares Gold Trust ETFs	$1.83B	$7.43 Million 0.54% of portfolio	227,510	Q2 2025 Added 120.29%
VEA Vanguard Ftse Developed Market ETFs	$0	$7.23 Million 0.53% of portfolio	126,856	Q2 2025 Reduced 3.32%
AVLV American Centy ETF Tr Avantis	$0	$6.75 Million 0.49% of portfolio	98,921	Q2 2025 Added 13.48%
ORCL Oracle Corp Technology	$684B	$6.78 Million 0.49% of portfolio	31,006	Q2 2025 Added 1.02%
NFLX Netflix Inc Communication Services	$545B	$6.7 Million 0.49% of portfolio	5,002	Q2 2025 Added 24.49%
FINS Angel Oak Financial Strategies Income Term Trust ETFs	$0	$6.72 Million 0.49% of portfolio	518,062	Q2 2025 Added 1.37%
VIG Vanguard Dividend Appreciation ETFs	$0	$6.47 Million 0.47% of portfolio	35,541	Q2 2025 Added 5.32%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$6.43 Million 0.47% of portfolio	47,633	Q2 2025 Added 2.08%
ADP Automatic Data Processing Inc Industrials	$124B	$6.42 Million 0.47% of portfolio	20,808	Q2 2025 Reduced 2.15%
WMT Walmart Inc. Consumer Defensive	$281B	$6.45 Million 0.47% of portfolio	65,973	Q2 2025 Added 0.72%
SLV I Shares Silver Trust ETFs	$18B	$6.27 Million 0.46% of portfolio	190,950	Q2 2025 Added 3.41%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$6.25 Million 0.46% of portfolio	177,222	Q2 2025 Added 1.98%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$6.17 Million 0.45% of portfolio	33,941	Q2 2025 Added 20.75%

Summary

Portfolio
No. of Stocks 678
Current Value $1.37 Billion
Prior Value $1.25 Billion
Filing
Period Q2 2025
Filing Date August 11, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 49 stocks
Additional Purchases 332 stocks
Sold out of 0 stocks
Reduced holdings in 249 stocks

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Nations Financial Group Inc, Portfolio Holdings