Nations Financial Group Inc, Portfolio Holdings

Nations Financial Group Inc,

  • $1.25 Billion
  • Q1 2025

Nations Financial Group Inc, has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.25 Billion distributed in 655 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $38.2M, Berkshire Hathaway Inc Class B with a value of $37.8M, Microsoft Corp with a value of $26.4M, Ishares Core S&P Mid Cap ETF with a value of $25.6M, and Nvidia Corp with a value of $24.9M.

Examining the 13F form we can see an decrease of $50.1M in the current position value, from $1.3B to 1.25B.

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 $1.25 Billion
ETFs: $588 Million
Technology: $155 Million
Financial Services: $139 Million
Energy: $62.3 Million
Healthcare: $55.8 Million
Industrials: $53.9 Million
Consumer Cyclical: $52.1 Million
Communication Services: $42.7 Million
Other: $87.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.41T
$38.2 Million 3.07% of portfolio
172,123
Q1 2025 Reduced 2.74%
$631B
$37.8 Million 3.03% of portfolio
70,899
Q1 2025 Added 2.45%
$3.8T
$26.4 Million 2.12% of portfolio
70,398
Q1 2025 Reduced 4.16%
$0
$25.6 Million 2.05% of portfolio
438,409
Q1 2025 Added 0.39%
$427B
$24.9 Million 2.0% of portfolio
229,960
Q1 2025 Added 1.72%
$0
$21.6 Million 1.73% of portfolio
67,943
Q1 2025 Reduced 3.85%
$0
$21.4 Million 1.72% of portfolio
45,602
Q1 2025 Reduced 1.66%
$0
$18.2 Million 1.46% of portfolio
140,989
Q1 2025 Added 1.02%
$0
$15.9 Million 1.27% of portfolio
76,855
Q1 2025 Added 1.13%
$853B
$14.4 Million 1.16% of portfolio
58,720
Q1 2025 Reduced 7.76%
$450B
$14.4 Million 1.15% of portfolio
120,666
Q1 2025 Added 1.04%
$2.34T
$13.8 Million 1.11% of portfolio
72,724
Q1 2025 Added 0.82%
$419B
$13.6 Million 1.1% of portfolio
14,427
Q1 2025 Added 10.99%
$0
$13 Million 1.05% of portfolio
50,321
Q1 2025 Reduced 10.78%
$1.62T
$12.3 Million 0.99% of portfolio
21,407
Q1 2025 Added 19.29%
$0
$12.3 Million 0.99% of portfolio
308,628
Q1 2025 Added 17.34%
$0
$10.9 Million 0.88% of portfolio
19,513
Q1 2025 Added 25.41%
$0
$10.9 Million 0.87% of portfolio
29,321
Q1 2025 Added 1.24%
$0
$10.1 Million 0.81% of portfolio
17,887
Q1 2025 Added 61.22%
$3.98B
$9.94 Million 0.8% of portfolio
34,485
Q1 2025 Added 1.97%
$0
$9.76 Million 0.78% of portfolio
348,968
Q1 2025 Reduced 1.71%
$574B
$9.75 Million 0.78% of portfolio
27,808
Q1 2025 Added 4.83%
$108B
$9.62 Million 0.77% of portfolio
33,387
Q1 2025 Reduced 1.08%
$0
$9.55 Million 0.77% of portfolio
101,944
Q1 2025 Reduced 2.57%
$0
$9.52 Million 0.76% of portfolio
79,515
Q1 2025 Reduced 4.47%
$1.07T
$9.47 Million 0.76% of portfolio
61,242
Q1 2025 Added 8.12%
$117B
$9.21 Million 0.74% of portfolio
55,017
Q1 2025 Reduced 0.23%
$427B
$8.78 Million 0.71% of portfolio
11
Q1 2025 Added 10.0%
$0
$8.89 Million 0.71% of portfolio
85,010
Q1 2025 Reduced 15.31%
$0
$8.86 Million 0.71% of portfolio
51,276
Q1 2025 Reduced 1.76%
$67.8B
$8.51 Million 0.68% of portfolio
249,386
Q1 2025 Added 8.71%
$0
$8.33 Million 0.67% of portfolio
233,606
Q1 2025 Added 4.69%
$0
$7.78 Million 0.62% of portfolio
108,937
Q1 2025 Added 8.1%
$0
$7.28 Million 0.58% of portfolio
127,463
Q1 2025 Reduced 9.03%
$0
$6.99 Million 0.56% of portfolio
92,403
Q1 2025 Added 25.6%
$0
$6.99 Million 0.56% of portfolio
148,562
Q1 2025 Added 27.93%
$0
$6.89 Million 0.55% of portfolio
511,062
Q1 2025 Reduced 1.54%
$0
$6.67 Million 0.54% of portfolio
131,209
Q1 2025 Reduced 7.12%
$125B
$6.5 Million 0.52% of portfolio
21,266
Q1 2025 Reduced 12.44%
$3.28B
$6.37 Million 0.51% of portfolio
318,668
Q1 2025 Reduced 5.99%
$0
$6.1 Million 0.49% of portfolio
65,975
Q1 2025 Added 1.79%
$0
$6.15 Million 0.49% of portfolio
33,747
Q1 2025 Added 128.98%
$0
$5.82 Million 0.47% of portfolio
173,786
Q1 2025 Added 6.05%
$18.5B
$5.72 Million 0.46% of portfolio
184,645
Q1 2025 Added 10.04%
$0
$5.68 Million 0.46% of portfolio
87,169
Q1 2025 Added 44.42%
$260B
$5.75 Million 0.46% of portfolio
65,500
Q1 2025 Reduced 8.17%
$0
$5.69 Million 0.46% of portfolio
46,661
Q1 2025 Added 1.49%
$53.2B
$5.55 Million 0.45% of portfolio
298,634
Q1 2025 Reduced 1.65%
$35.9B
$5.47 Million 0.44% of portfolio
55,128
Q1 2025 Reduced 0.47%

Summary

  • Portfolio
  • No. of Stocks 655
  • Current Value $1.25 Billion
  • Prior Value $1.3 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 50 stocks
  • Additional Purchases 282 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 272 stocks
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