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 Companies Only

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%
$427B
$24.9 Million 2.0% of portfolio
229,960
Q1 2025 Added 1.72%
$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%
$1.62T
$12.3 Million 0.99% of portfolio
21,407
Q1 2025 Added 19.29%
$3.98B
$9.94 Million 0.8% of portfolio
34,485
Q1 2025 Added 1.97%
$574B
$9.75 Million 0.78% of portfolio
27,808
Q1 2025 Added 4.83%
$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%
$67.8B
$8.51 Million 0.68% of portfolio
249,386
Q1 2025 Added 8.71%
$0
$6.89 Million 0.55% of portfolio
511,062
Q1 2025 Reduced 1.54%
$3.28B
$6.37 Million 0.51% of portfolio
318,668
Q1 2025 Reduced 5.99%
$260B
$5.75 Million 0.46% of portfolio
65,500
Q1 2025 Reduced 8.17%
$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%
$293B
$5.39 Million 0.43% of portfolio
32,209
Q1 2025 Reduced 13.46%
$318B
$5.39 Million 0.43% of portfolio
40,774
Q1 2025 Added 121.86%
$430B
$5.25 Million 0.42% of portfolio
31,648
Q1 2025 Reduced 13.43%
$22.5B
$5.29 Million 0.42% of portfolio
25,749
Q1 2025 Added 1.8%
$158B
$5.21 Million 0.42% of portfolio
16,716
Q1 2025 Reduced 9.75%
$367B
$5.07 Million 0.41% of portfolio
29,774
Q1 2025 Reduced 9.39%
$255B
$5.09 Million 0.41% of portfolio
20,488
Q1 2025 Added 0.24%
$264B
$4.56 Million 0.37% of portfolio
8,704
Q1 2025 Reduced 28.87%
$178B
$4.61 Million 0.37% of portfolio
101,583
Q1 2025 Added 3.98%
$133B
$4.19 Million 0.34% of portfolio
6,170
Q1 2025 Reduced 8.7%
$657B
$4.29 Million 0.34% of portfolio
30,692
Q1 2025 Added 44.3%
$281B
$4.28 Million 0.34% of portfolio
69,315
Q1 2025 Reduced 13.19%
$218B
$4.26 Million 0.34% of portfolio
13,632
Q1 2025 Added 17.51%
$60.6B
$4.23 Million 0.34% of portfolio
34,279
Q1 2025 Reduced 15.83%
$218B
$4.14 Million 0.33% of portfolio
31,246
Q1 2025 Reduced 25.38%
$1.04T
$3.85 Million 0.31% of portfolio
14,844
Q1 2025 Reduced 35.09%
$225B
$3.9 Million 0.31% of portfolio
846
Q1 2025 Added 4.57%
$549B
$3.75 Million 0.3% of portfolio
4,018
Q1 2025 Added 146.81%
$150B
$3.68 Million 0.3% of portfolio
51,893
Q1 2025 Reduced 16.11%
$84.5B
$3.58 Million 0.29% of portfolio
32,617
Q1 2025 Reduced 6.68%
$136B
$3.61 Million 0.29% of portfolio
142,294
Q1 2025 Added 0.88%
$0
$3.56 Million 0.29% of portfolio
125,320
Q1 2025 Reduced 3.28%
$19.3B
$3.58 Million 0.29% of portfolio
8,255
Q1 2025 Added 3.38%
$137B
$3.62 Million 0.29% of portfolio
15,520
Q1 2025 Reduced 21.73%
$298B
$3.57 Million 0.29% of portfolio
42,334
Q1 2025 Added 93.44%
$10.7B
$3.4 Million 0.27% of portfolio
192,000
Q1 2025 Reduced 2.54%
$373B
$3.33 Million 0.27% of portfolio
9,091
Q1 2025 Reduced 3.01%
$3.48B
$3.38 Million 0.27% of portfolio
86,149
Q1 2025 Added 398.49%
$63.9B
$3.42 Million 0.27% of portfolio
30,728
Q1 2025 Reduced 17.73%

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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