Nations Financial Group Inc, Reduced Holdings in Q2 2025

Nations Financial Group Inc,

  • $1.37 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-18.5K
- 10.73%
$172.42 - $223.89 $3.18M - $4.13M
154K $31.5M
XOM
Exxon Mobil Corp

Energy
-41.2K
- 34.11%
$99.93 - $119.04 $4.11M - $4.9M
79.5K $8.57M
UNH
Unitedhealth Group Inc

Healthcare
-6.59K
- 75.75%
$274.35 - $599.47 $1.81M - $3.95M
2.11K $658K
VAL
Valaris LTD

Energy
-76.6K
- 88.95%
$28.94 - $46.88 $2.22M - $3.59M
9.52K $400K
QCOM
Qualcomm Inc

Technology
-14K
- 65.95%
$124.66 - $159.48 $1.75M - $2.23M
7.23K $1.15M
MSTR
Microstrategy Inc

Technology
-14.9K
- 43.33%
$237.95 - $421.61 $3.56M - $6.3M
19.5K $7.9M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-30.7K
- 24.08%
$51.14 - $57.0 $1.57M - $1.75M
96.8K $5.5M
TIP
Ishares Tr Tips Bd ETF

ETFs
-13.5K
- 78.01%
$107.93 - $110.97 $1.46M - $1.5M
3.81K $419K
PFE
Pfizer Inc

Healthcare
-55.2K
- 38.76%
$21.59 - $24.84 $1.19M - $1.37M
87.1K $2.11M
MCD
Mcdonalds Corp

Consumer Cyclical
-4.15K
- 30.41%
$285.55 - $321.23 $1.18M - $1.33M
9.49K $2.77M
CTAS
Cintas Corp

Industrials
-8.05K
- 31.24%
$190.11 - $227.66 $1.53M - $1.83M
17.7K $3.95M
HFRO
Highland Income Fund\Ma

Financial Services
-212K
- 59.26%
$4.47 - $5.28 $949K - $1.12M
146K $759K
PEP
Pepsico Inc

Consumer Defensive
-4.2K
- 18.95%
$128.02 - $151.37 $538K - $636K
18K $2.37M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
-40.1K
- 63.04%
$28.15 - $47.93 $1.13M - $1.92M
23.5K $1.13M
CVX
Chevron Corp

Energy
-297
- 0.92%
$133.73 - $168.51 $39.7K - $50K
31.9K $4.57M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-286
- 33.81%
$4164.15 - $5789.24 $1.19M - $1.66M
560 $3.24M
TGT
Target Corp

Consumer Defensive
-5.31K
- 32.47%
$88.76 - $105.77 $472K - $562K
11.1K $1.09M
LNT
Alliant Energy Corp

Utilities
-5.45K
- 36.59%
$58.79 - $64.85 $320K - $353K
9.44K $570K
PG
Procter & Gamble CO

Consumer Defensive
-300
- 1.01%
$157.66 - $172.39 $47.3K - $51.7K
29.5K $4.7M
XLV
Select Sector Spdr Fund Health

ETFs
-1.23K
- 6.48%
$128.77 - $144.3 $158K - $177K
17.7K $2.39M
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
-109K
- 46.11%
$3.37 - $4.33 $368K - $473K
128K $535K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-6.91K
- 8.26%
$47.46 - $55.3 $328K - $382K
76.8K $4.23M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-6.57K
- 26.23%
$50.1 - $51.02 $329K - $335K
18.5K $943K
UPS
United Parcel Service Inc

Industrials
-2.68K
- 37.47%
$91.92 - $110.2 $246K - $295K
4.47K $450K
SBUX
Starbucks Corp

Consumer Cyclical
-1.24K
- 3.81%
$79.69 - $99.41 $98.6K - $123K
31.3K $2.87M
LUMN
Lumen Technologies, Inc.

Communication Services
-82.4K
- 55.49%
$3.07 - $4.51 $253K - $372K
66.1K $289K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-10.5K
- 23.83%
$40.94 - $52.1 $428K - $545K
33.5K $1.74M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-5.4K
- 25.06%
$50.36 - $50.68 $272K - $274K
16.1K $817K
NEE
Nextera Energy Inc

Utilities
-2.67K
- 5.15%
$64.11 - $75.0 $171K - $200K
49.2K $3.42M
MRK
Merck & Co., Inc.

Healthcare
-160
- 0.74%
$73.47 - $87.12 $11.8K - $13.9K
21.3K $1.69M
EVR
Evercore Inc.

Financial Services
-2.85K
- 37.72%
$163.77 - $271.5 $467K - $775K
4.71K $1.27M
AFL
Aflac Inc

Financial Services
-523
- 1.7%
$99.77 - $112.45 $52.2K - $58.8K
30.2K $3.19M
LOW
Lowes Companies Inc

Consumer Cyclical
-227
- 1.46%
$210.83 - $235.28 $47.9K - $53.4K
15.3K $3.39M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-12.8K
- 10.29%
$32.0 - $39.87 $409K - $510K
111K $4.44M
IRM
Iron Mountain Inc

Real Estate
-2.86K
- 56.98%
$76.93 - $105.25 $220K - $301K
2.16K $221K
HD
Home Depot, Inc.

Consumer Cyclical
-578
- 6.36%
$335.24 - $380.78 $194K - $220K
8.51K $3.12M
AJG
Arthur J. Gallagher & Co.

Financial Services
-21
- 0.26%
$310.86 - $348.77 $6.53K - $7.32K
8.01K $2.56M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-7.14K
- 37.87%
$32.02 - $39.74 $229K - $284K
11.7K $464K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-2.75K
- 17.48%
$45.07 - $52.57 $124K - $145K
13K $634K
PAYX
Paychex Inc

Industrials
-236
- 1.46%
$137.01 - $159.78 $32.3K - $37.7K
15.9K $2.32M
CB
Chubb LTD

Financial Services
-158
- 1.55%
$274.32 - $302.46 $43.3K - $47.8K
10K $2.9M
PSX
Phillips 66

Energy
-140
- 0.41%
$92.87 - $125.73 $13K - $17.6K
34.1K $4.07M
DHR
Danaher Corp

Healthcare
-612
- 11.44%
$174.64 - $205.16 $107K - $126K
4.74K $936K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.58K
- 13.91%
$100.04 - $100.54 $158K - $158K
9.75K $980K
ACN
Accenture PLC

Technology
-106
- 1.42%
$279.23 - $323.21 $29.6K - $34.3K
7.35K $2.2M
ABC
Amerisourcebergen Corp

Healthcare
-698
- 4.75%
N/A
14K $2.59M
BMY
Bristol Myers Squibb CO

Healthcare
-643
- 9.61%
$44.12 - $59.6 $28.4K - $38.3K
6.05K $279K
UNP
Union Pacific Corp

Industrials
-449
- 11.65%
$208.27 - $238.46 $93.5K - $107K
3.41K $783K
SKOR
Flexshares Tr Credit Scored Us

ETFs
-2.65K
- 13.18%
$47.3 - $48.78 $125K - $129K
17.4K $850K
Activity Summary
Buys All Purchases 381 New Holdings 49 Increased Positions 332 Sells All Sells 249 Reductions 249 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Nations Financial Group Inc, Portfolio

Follow Nations Financial Group Inc, and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nations Financial Group Inc, , based on Form 13F filings with the SEC.

News

Stay updated on Nations Financial Group Inc, with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email