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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$25.6 Million 2.05% of portfolio	438,409	Q1 2025 Added 0.39%
IWV Ishares Russell 3000 ETF ETFs	$0	$21.6 Million 1.73% of portfolio	67,943	Q1 2025 Reduced 3.85%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$21.4 Million 1.72% of portfolio	45,602	Q1 2025 Reduced 1.66%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$18.2 Million 1.46% of portfolio	140,989	Q1 2025 Added 1.02%
XLK Technology Sector Spdr ETFs	$0	$15.9 Million 1.27% of portfolio	76,855	Q1 2025 Added 1.13%
VO Vanguard Mid Cap ETF ETFs	$0	$13 Million 1.05% of portfolio	50,321	Q1 2025 Reduced 10.78%
FBCG Fidelity Covington Tr Blue Chi ETFs	$0	$12.3 Million 0.99% of portfolio	308,628	Q1 2025 Added 17.34%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$11.2 Million 0.9% of portfolio	246,708	Q1 2025 Added 29.43%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$10.9 Million 0.88% of portfolio	19,513	Q1 2025 Added 25.41%
VUG Vanguard Growth ETF ETFs	$0	$10.9 Million 0.87% of portfolio	29,321	Q1 2025 Added 1.24%
IVV Ishares Core S&P 500 ETF ETFs	$0	$10.1 Million 0.81% of portfolio	17,887	Q1 2025 Added 61.22%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$9.76 Million 0.78% of portfolio	348,968	Q1 2025 Reduced 1.71%
GLD Spdr Gold Trust ETFs	$108B	$9.62 Million 0.77% of portfolio	33,387	Q1 2025 Reduced 1.08%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$9.55 Million 0.77% of portfolio	101,944	Q1 2025 Reduced 2.57%
IJJ Ishares S&P Midcap 400 Value E ETFs	$0	$9.52 Million 0.76% of portfolio	79,515	Q1 2025 Reduced 4.47%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$8.89 Million 0.71% of portfolio	85,010	Q1 2025 Reduced 15.31%
VTV Vanguard Value ETF ETFs	$0	$8.86 Million 0.71% of portfolio	51,276	Q1 2025 Reduced 1.76%
CGDV Capital Group Divid Value ETF ETFs	$0	$8.33 Million 0.67% of portfolio	233,606	Q1 2025 Added 4.69%
IMCG Ishare Morningstar Mid Cap Gro ETFs	$0	$7.78 Million 0.62% of portfolio	108,937	Q1 2025 Added 8.1%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$7.28 Million 0.58% of portfolio	127,463	Q1 2025 Reduced 9.03%
IEFA Ishares Tr ETFs	$0	$6.99 Million 0.56% of portfolio	92,403	Q1 2025 Added 25.6%
JCPB J P Morgan Exchange Traded Fd ETFs	$0	$6.99 Million 0.56% of portfolio	148,562	Q1 2025 Added 27.93%
VEA Vanguard Ftse Developed Market ETFs	$0	$6.67 Million 0.54% of portfolio	131,209	Q1 2025 Reduced 7.12%
BOND Pimco Active Bond Exchange Tra ETFs	$0	$6.1 Million 0.49% of portfolio	65,975	Q1 2025 Added 1.79%
VIG Vanguard Dividend Appreciation ETFs	$0	$6.15 Million 0.49% of portfolio	33,747	Q1 2025 Added 128.98%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$5.82 Million 0.47% of portfolio	173,786	Q1 2025 Added 6.05%
SLV I Shares Silver Trust ETFs	$18.5B	$5.72 Million 0.46% of portfolio	184,645	Q1 2025 Added 10.04%
AVLV American Centy ETF Tr Avantis	$0	$5.68 Million 0.46% of portfolio	87,169	Q1 2025 Added 44.42%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$5.69 Million 0.46% of portfolio	46,661	Q1 2025 Added 1.49%
IEI Ishares Barclays 3 7 Yr Treas ETFs	$0	$5.39 Million 0.43% of portfolio	45,664	Q1 2025 Reduced 30.06%
VTI Vanguard Total Stock Market Et ETFs	$0	$5.22 Million 0.42% of portfolio	19,000	Q1 2025 Reduced 5.36%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$4.87 Million 0.39% of portfolio	28,109	Q1 2025 Reduced 30.87%
IEMG Ishares Inc ETFs	$0	$4.55 Million 0.37% of portfolio	84,872	Q1 2025 Reduced 28.8%
CALF Pacer Fds Tr Pacer Us Small Ca ETFs	$0	$4.66 Million 0.37% of portfolio	124,280	Q1 2025 Reduced 2.14%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$4.58 Million 0.37% of portfolio	83,676	Q1 2025 Reduced 44.58%
FTSL First Trust Senior Ln Fund ETFs	$0	$4.46 Million 0.36% of portfolio	97,783	Q1 2025 Added 5.94%
QQQE Direxion Nasdaq 100 Equal Weig ETFs	$0	$4.46 Million 0.36% of portfolio	51,158	Q1 2025 Reduced 5.93%
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$3.95 Million 0.32% of portfolio	75,430	Q1 2025 Reduced 0.21%
FIXD First Tr ETF Viii Tcw Opportun ETFs	$0	$3.85 Million 0.31% of portfolio	87,762	Q1 2025 Reduced 47.58%
GSLC Goldman Sachs ETF Tr Activebet ETFs	$0	$3.91 Million 0.31% of portfolio	35,558	Q1 2025 Added 0.73%
STIP Ishares Barclays 0 5 Year Tips ETFs	$0	$3.64 Million 0.29% of portfolio	35,158	Q1 2025 Added 10.54%
RDVY First Trust Rising Dividend Ac ETFs	$0	$3.47 Million 0.28% of portfolio	59,204	Q1 2025 Added 51.21%
USTB Victory Portfolios Ii Victorys ETFs	$0	$3.49 Million 0.28% of portfolio	68,877	Q1 2025 Added 20.37%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$3.39 Million 0.27% of portfolio	36,465	Q1 2025 Reduced 5.55%
SCHE Schwab Strategic Tr Us Emergin ETFs	$0	$3.39 Million 0.27% of portfolio	122,782	Q1 2025 Reduced 43.19%
HYG Ishares Tr ETFs	$0	$3.25 Million 0.26% of portfolio	41,185	Q1 2025 Reduced 0.1%
BAR Granite Shares Gold Trust ETFs	$1.82B	$3.19 Million 0.26% of portfolio	103,276	Q1 2025 New
EFAD Proshares Tr Proshares Msci Ea ETFs	$0	$3.07 Million 0.25% of portfolio	79,033	Q1 2025 Added 6.94%
CGCP Capital Group Core Plus Income ETFs	$0	$2.97 Million 0.24% of portfolio	132,162	Q1 2025 Added 18.18%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$2.92 Million 0.23% of portfolio	5,691	Q1 2025 Added 18.69%

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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Nations Financial Group Inc, Portfolio Holdings