Nations Financial Group Inc, Portfolio Holdings

Nations Financial Group Inc,

$1.5 Billion
Q3 2025

Nations Financial Group Inc, has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.5 Billion distributed in 711 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $43.6M, Apple Inc. with a value of $38.7M, Microsoft Corp with a value of $38.1M, Invesco Qqq Trust, Series 1 with a value of $28.8M, and Ishares Core S&P Mid Cap ETF with a value of $28.1M.

Examining the 13F form we can see an increase of $127M in the current position value, from $1.37B to 1.5B.

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 $1.5 Billion

ETFs: $745 Million

Technology: $222 Million

Financial Services: $134 Million

Industrials: $62.6 Million

Communication Services: $61.1 Million

Consumer Cyclical: $59.7 Million

Healthcare: $54.9 Million

Energy: $50.5 Million

Other: $91.7 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
NVDA Nvidia Corp Technology	$465B	$43.6 Million 2.91% of portfolio	233,869	Q3 2025 Reduced 0.31%
AAPL Apple Inc. Technology	$4.3T	$38.7 Million 2.58% of portfolio	151,796	Q3 2025 Reduced 1.21%
MSFT Microsoft Corp Technology	$3.78T	$38.1 Million 2.54% of portfolio	73,490	Q3 2025 Added 1.71%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$28.8 Million 1.92% of portfolio	47,943	Q3 2025 Reduced 0.08%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$28.1 Million 1.87% of portfolio	430,349	Q3 2025 Reduced 2.47%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$27.5 Million 1.83% of portfolio	54,729	Q3 2025 Reduced 28.43%
IWV Ishares Russell 3000 ETF ETFs	$0	$25 Million 1.67% of portfolio	65,949	Q3 2025 Reduced 2.86%
FBCG Fidelity Covington Tr Blue Chi ETFs	$0	$20.7 Million 1.38% of portfolio	385,369	Q3 2025 Added 11.19%
XLK Technology Sector Spdr ETFs	$0	$20.6 Million 1.37% of portfolio	72,990	Q3 2025 Added 0.33%

GOOGL Alphabet Inc. Communication Services	$1.65T	$20.2 Million 1.35% of portfolio	83,220	Q3 2025 Added 9.72%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$20.1 Million 1.34% of portfolio	142,373	Q3 2025 Reduced 1.17%
META Meta Platforms, Inc. Communication Services	$1.37T	$18.1 Million 1.21% of portfolio	24,692	Q3 2025 Added 2.59%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$17.9 Million 1.19% of portfolio	81,318	Q3 2025 Added 8.96%
JPM Jpmorgan Chase & CO Financial Services	$881B	$17.9 Million 1.19% of portfolio	56,598	Q3 2025 Added 4.12%
AVGO Broadcom Inc. Technology	$139B	$17.2 Million 1.15% of portfolio	52,162	Q3 2025 Reduced 0.97%
VO Vanguard Mid Cap ETF ETFs	$0	$14 Million 0.93% of portfolio	47,504	Q3 2025 Reduced 0.71%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$13.7 Million 0.91% of portfolio	20,515	Q3 2025 Added 4.48%
VUG Vanguard Growth ETF ETFs	$0	$13.6 Million 0.91% of portfolio	28,382	Q3 2025 Reduced 3.87%

IVV Ishares Core S&P 500 ETF ETFs	$0	$13.5 Million 0.9% of portfolio	20,220	Q3 2025 Added 6.48%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$13.2 Million 0.88% of portfolio	244,493	Q3 2025 Added 0.59%
GLD Spdr Gold Trust ETFs	$130B	$12.5 Million 0.83% of portfolio	35,083	Q3 2025 Added 2.38%
COST Costco Wholesale Corp Consumer Defensive	$404B	$11.9 Million 0.8% of portfolio	12,883	Q3 2025 Reduced 12.37%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$11.6 Million 0.78% of portfolio	425,846	Q3 2025 Reduced 9.76%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$11.5 Million 0.77% of portfolio	120,717	Q3 2025 Reduced 7.59%
CGDV Capital Group Divid Value ETF ETFs	$0	$11.2 Million 0.74% of portfolio	265,722	Q3 2025 Added 8.84%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$10.5 Million 0.7% of portfolio	88,046	Q3 2025 Reduced 0.42%
V Visa Inc. Financial Services	$533B	$10.5 Million 0.7% of portfolio	30,831	Q3 2025 Reduced 0.25%
IJJ Ishares S&P Midcap 400 Value E ETFs	$0	$10.3 Million 0.69% of portfolio	79,630	Q3 2025 Added 0.73%
IMCG Ishare Morningstar Mid Cap Gro ETFs	$0	$10 Million 0.67% of portfolio	121,005	Q3 2025 Added 7.18%
URA Global X Uranium ETF ETFs	$0	$9.91 Million 0.66% of portfolio	207,885	Q3 2025 Reduced 10.87%
VTV Vanguard Value ETF ETFs	$0	$9.84 Million 0.66% of portfolio	52,777	Q3 2025 Added 3.26%
XOM Exxon Mobil Corp Energy	$490B	$9.03 Million 0.6% of portfolio	80,097	Q3 2025 Added 0.74%
IEFA Ishares Tr ETFs	$0	$8.74 Million 0.58% of portfolio	100,108	Q3 2025 Added 4.57%
JCPB J P Morgan Exchange Traded Fd ETFs	$0	$8.7 Million 0.58% of portfolio	182,872	Q3 2025 Added 8.46%
ORCL Oracle Corp Technology	$593B	$8.19 Million 0.55% of portfolio	29,107	Q3 2025 Reduced 6.12%
BRK-A Berkshire Hathaway Inc Financial Services	$453B	$8.3 Million 0.55% of portfolio	11	Q1 2025 Added 10.0%
SA Seabridge Gold Inc Basic Materials	$1.91B	$7.91 Million 0.53% of portfolio	327,367	Q3 2025 Added 10.25%
SLV I Shares Silver Trust ETFs	$24.1B	$8 Million 0.53% of portfolio	188,751	Q3 2025 Reduced 1.15%
VEA Vanguard Ftse Developed Market ETFs	$0	$7.75 Million 0.52% of portfolio	129,257	Q3 2025 Added 1.89%
EPD Enterprise Products Partners L.P. Energy	$70.2B	$7.87 Million 0.52% of portfolio	251,636	Q3 2025 Reduced 0.71%
AVLV American Centy ETF Tr Avantis	$0	$7.71 Million 0.51% of portfolio	106,688	Q3 2025 Added 7.85%
SPMO Invesco ETF Tr Ii S&P 500 Mome ETFs	$0	$7.41 Million 0.49% of portfolio	61,191	Q3 2025 New
TSLA Tesla, Inc. Consumer Cyclical	$1.29T	$7.37 Million 0.49% of portfolio	16,565	Q3 2025 Added 20.04%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$7.21 Million 0.48% of portfolio	49,529	Q3 2025 Added 3.98%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$7.13 Million 0.48% of portfolio	187,518	Q3 2025 Added 5.81%
STIP Ishares Barclays 0 5 Year Tips ETFs	$0	$7.12 Million 0.47% of portfolio	68,871	Q3 2025 Added 14.26%
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	$1.46T	$6.91 Million 0.46% of portfolio	24,759	Q3 2025 Added 4.92%
FINS Angel Oak Financial Strategies Income Term Trust ETFs	$0	$6.69 Million 0.45% of portfolio	510,445	Q3 2025 Reduced 1.47%
FTSL First Trust Senior Ln Fund ETFs	$0	$6.76 Million 0.45% of portfolio	147,495	Q3 2025 Added 11.62%
KLAC Kla Corp Technology	$161B	$6.68 Million 0.45% of portfolio	6,190	Q3 2025 Added 0.81%

Summary

Portfolio
No. of Stocks 711
Current Value $1.5 Billion
Prior Value $1.37 Billion
Filing
Period Q3 2025
Filing Date October 28, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 64 stocks
Additional Purchases 343 stocks
Sold out of 0 stocks
Reduced holdings in 252 stocks

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Nations Financial Group Inc, Portfolio Holdings