Nations Financial Group Inc, Portfolio Holdings

Nations Financial Group Inc,

  • $1.34 Billion
  • Q3 2024

Nations Financial Group Inc, has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.34 Billion distributed in 671 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $45.5M, Berkshire Hathaway Inc Class B with a value of $39.1M, Microsoft Corp with a value of $36.9M, Nvidia Corp with a value of $28.4M, and Ishares Core S&P Mid Cap ETF with a value of $26.8M.

Examining the 13F form we can see an increase of $139M in the current position value, from $1.2B to 1.34B.

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 $1.34 Billion
ETFs: $616 Million
Technology: $178 Million
Financial Services: $145 Million
Healthcare: $71.7 Million
Industrials: $64.5 Million
Energy: $61 Million
Consumer Cyclical: $59 Million
Consumer Defensive: $42.4 Million
Other: $88.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.39B
$1.8 Million 0.13% of portfolio
91,648
Q3 2024 Added 2.89%
$61B
$1.78 Million 0.13% of portfolio
1,710
Q3 2024 Added 11.84%
$276B
$1.8 Million 0.13% of portfolio
25,044
Q3 2024 Added 19.12%
$97.5B
$1.79 Million 0.13% of portfolio
20,310
Q3 2024 Added 8.46%
$16.7B
$1.6 Million 0.12% of portfolio
10,646
Q3 2024 Reduced 2.01%
$31.8B
$1.65 Million 0.12% of portfolio
17,198
Q3 2024 Added 7.23%
$58.8B
$1.65 Million 0.12% of portfolio
524
Q3 2024 Added 8.71%
$986B
$1.54 Million 0.12% of portfolio
8,888
Q3 2024 Added 3.48%
$32.9B
$1.47 Million 0.11% of portfolio
8,540
Q3 2024 Added 24.8%
$127B
$1.48 Million 0.11% of portfolio
10,983
Q3 2024 Added 316.97%
$38.8B
$1.43 Million 0.11% of portfolio
5,280
Q3 2024 New
$92.1B
$1.48 Million 0.11% of portfolio
7,125
Q3 2024 Reduced 4.05%
$142B
$1.53 Million 0.11% of portfolio
14,554
Q3 2024 Added 37.08%
$377B
$1.28 Million 0.1% of portfolio
32,361
Q3 2024 Added 13.19%
$11.6B
$1.38 Million 0.1% of portfolio
4,813
Q3 2024 Added 3.24%
$585M
$1.33 Million 0.1% of portfolio
57,107
Q3 2024 Reduced 3.38%
$62.3B
$1.31 Million 0.1% of portfolio
5,278
Q3 2024 Reduced 38.35%
$39B
$1.3 Million 0.1% of portfolio
8,673
Q3 2024 Reduced 1.13%
$146B
$1.31 Million 0.1% of portfolio
3,622
Q3 2024 Reduced 2.74%
$19.7B
$1.35 Million 0.1% of portfolio
8,280
Q3 2024 Added 15.03%
$15.9B
$1.34 Million 0.1% of portfolio
22,010
Q3 2024 Reduced 0.13%
$54.3B
$1.36 Million 0.1% of portfolio
10,096
Q3 2024 Added 7.99%
$3.71B
$1.34 Million 0.1% of portfolio
24,117
Q3 2024 New
$79.2B
$1.38 Million 0.1% of portfolio
13,320
Q3 2024 Added 10.78%
$95.1B
$1.35 Million 0.1% of portfolio
5,794
Q3 2024 Added 5.75%
$79.1B
$1.14 Million 0.09% of portfolio
1,082
Q3 2024 Added 3.54%
$54.2B
$1.17 Million 0.09% of portfolio
29,346
Q3 2024 New
$0
$1.14 Million 0.09% of portfolio
74,718
Q3 2024 Reduced 1.91%
$400B
$1.17 Million 0.09% of portfolio
1,647
Q3 2024 Reduced 70.34%
$0
$1.15 Million 0.09% of portfolio
88,842
Q3 2024 Reduced 0.93%
$149B
$1.27 Million 0.09% of portfolio
5,149
Q3 2024 Added 41.96%
$7.55B
$1.2 Million 0.09% of portfolio
79,755
Q3 2024 Added 1.5%
$58.9B
$1.23 Million 0.09% of portfolio
1,523
Q3 2024 Added 3.46%
$73.6B
$1.02 Million 0.08% of portfolio
3,435
Q3 2024 Added 179.72%
$165B
$1.1 Million 0.08% of portfolio
50,033
Q3 2024 Added 1.34%
$17B
$1.04 Million 0.08% of portfolio
2,904
Q3 2024 Added 4.91%
$98.4B
$1.03 Million 0.08% of portfolio
7,566
Q3 2024 Added 4.6%
$150B
$1.13 Million 0.08% of portfolio
3,419
Q3 2024 Added 72.24%
$1.11B
$1.04 Million 0.08% of portfolio
24,000
Q1 2024 New
$100B
$1.11 Million 0.08% of portfolio
3,210
Q3 2024 Added 8.34%
$178B
$982,000 0.07% of portfolio
8,112
Q3 2024 Added 31.37%
$46.7B
$974,000 0.07% of portfolio
6,850
Q3 2024 Added 21.52%
$0
$980,000 0.07% of portfolio
53,178
Q3 2024 Added 45.53%
$72.7B
$981,000 0.07% of portfolio
21,494
Q3 2024 Added 43.97%
$7.74B
$953,000 0.07% of portfolio
37,242
Q3 2024 Added 5.48%
$8.2B
$871,000 0.07% of portfolio
6,649
Q3 2024 Added 2.7%
$71B
$917,000 0.07% of portfolio
6,716
Q3 2024 Added 186.4%
$90.8B
$959,000 0.07% of portfolio
1,518
Q3 2024 Added 0.13%
$79.9B
$934,000 0.07% of portfolio
7,604
Q3 2024 Added 24.92%

Summary

  • Portfolio
  • No. of Stocks 671
  • Current Value $1.34 Billion
  • Prior Value $1.2 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 72 stocks
  • Additional Purchases 381 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 167 stocks
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