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
$201B
$3.32 Million 0.27% of portfolio
22,173
Q1 2025 Added 5.7%
$331B
$3.41 Million 0.27% of portfolio
16,272
Q1 2025 Added 16.2%
$1.31B
$3.4 Million 0.27% of portfolio
291,587
Q1 2025 Added 10.98%
$153B
$3.36 Million 0.27% of portfolio
7,161
Q1 2025 Added 0.7%
$177B
$3.26 Million 0.26% of portfolio
21,247
Q1 2025 Added 6.91%
$3.36B
$3.29 Million 0.26% of portfolio
31,041
Q1 2025 Added 4.55%
$111B
$3.19 Million 0.26% of portfolio
32,508
Q1 2025 Reduced 16.87%
$16B
$3.19 Million 0.26% of portfolio
39,162
Q1 2025 Reduced 0.18%
$116B
$3.07 Million 0.25% of portfolio
10,170
Q1 2025 Reduced 16.97%
$121B
$2.94 Million 0.24% of portfolio
14,585
Q1 2025 Reduced 18.66%
$219B
$3.02 Million 0.24% of portfolio
22,772
Q1 2025 Added 228.36%
$60.6B
$2.91 Million 0.23% of portfolio
101,951
Q1 2025 Reduced 0.3%
$738B
$2.85 Million 0.23% of portfolio
3,449
Q1 2025 Added 39.41%
$8.72B
$2.7 Million 0.22% of portfolio
19,985
Q1 2025 Added 3.25%
$79.9B
$2.74 Million 0.22% of portfolio
11,053
Q1 2025 Reduced 21.05%
$57.3B
$2.76 Million 0.22% of portfolio
5,694
Q1 2025 Added 1.57%
$38.4B
$2.72 Million 0.22% of portfolio
14,700
Q1 2025 Added 5.22%
$58.9B
$2.77 Million 0.22% of portfolio
16,246
Q1 2025 Added 1.21%
$65.7B
$2.77 Million 0.22% of portfolio
8,030
Q1 2025 Added 0.88%
$10.5B
$2.78 Million 0.22% of portfolio
29,157
Q1 2025 Added 7.46%
$7.62B
$2.58 Million 0.21% of portfolio
19,932
Q1 2025 Added 1.44%
$74.6B
$2.67 Million 0.21% of portfolio
17,424
Q1 2025 Added 256.03%
$516M
$2.48 Million 0.2% of portfolio
97,745
Q1 2025 New
$52.1B
$2.49 Million 0.2% of portfolio
16,168
Q1 2025 Reduced 18.52%
$81.7B
$2.45 Million 0.2% of portfolio
8,993
Q1 2025 Reduced 20.84%
$10.3B
$2.54 Million 0.2% of portfolio
15,508
Q1 2025 New
$181B
$2.33 Million 0.19% of portfolio
7,453
Q1 2025 Reduced 25.7%
$31.9B
$2.38 Million 0.19% of portfolio
25,841
Q1 2025 New
$1.75B
$2.07 Million 0.17% of portfolio
24,659
Q1 2025 Added 4.97%
$39.2B
$2.11 Million 0.17% of portfolio
9,434
Q1 2025 Added 8.09%
$49B
$2.02 Million 0.16% of portfolio
41,858
Q1 2025 Reduced 0.83%
$121B
$1.96 Million 0.16% of portfolio
4,042
Q1 2025 Added 1.86%
$207B
$1.93 Million 0.15% of portfolio
21,496
Q1 2025 Reduced 23.72%
$8.24B
$1.84 Million 0.15% of portfolio
101,974
Q1 2025 Added 26.04%
$50.6B
$1.81 Million 0.15% of portfolio
8,651
Q1 2025 Reduced 17.0%
$264B
$1.84 Million 0.15% of portfolio
6,868
Q1 2025 Added 0.85%
$0
$1.86 Million 0.15% of portfolio
358,315
Q1 2025 Added 0.56%
$1.17T
$1.84 Million 0.15% of portfolio
11,785
Q1 2025 Added 3.5%
$65.5B
$1.86 Million 0.15% of portfolio
49,066
Q1 2025 Added 21.06%
$2.43B
$1.79 Million 0.14% of portfolio
92,968
Q1 2025 Added 0.56%
$70.8B
$1.69 Million 0.14% of portfolio
10,283
Q1 2025 Reduced 18.09%
$301B
$1.71 Million 0.14% of portfolio
23,890
Q1 2025 Added 2.82%
$220B
$1.8 Million 0.14% of portfolio
5,464
Q1 2025 Added 1.83%
$56.5B
$1.79 Million 0.14% of portfolio
7,060
Q1 2025 Reduced 7.81%
$49B
$1.71 Million 0.14% of portfolio
16,363
Q1 2025 Reduced 13.98%
$283B
$1.57 Million 0.13% of portfolio
7,860
Q1 2025 Added 210.92%
$533B
$1.66 Million 0.13% of portfolio
3,027
Q1 2025 Added 641.91%
$16.9B
$1.44 Million 0.12% of portfolio
123,502
Q1 2025 Reduced 58.3%
$169B
$1.53 Million 0.12% of portfolio
3,021
Q1 2025 Reduced 22.97%

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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