Nations Financial Group Inc, Portfolio Holdings

Nations Financial Group Inc,

$1.3 Billion
Q4 2024

Nations Financial Group Inc, has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.3 Billion distributed in 667 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $44.3M, Berkshire Hathaway Inc Class B with a value of $31.4M, Microsoft Corp with a value of $31M, Nvidia Corp with a value of $30.4M, and Ishares Core S&P Mid Cap ETF with a value of $27.2M.

Examining the 13F form we can see an decrease of $39.7M in the current position value, from $1.34B to 1.3B.

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 $1.3 Billion

ETFs: $608 Million

Technology: $184 Million

Financial Services: $135 Million

Industrials: $61.1 Million

Energy: $60.3 Million

Healthcare: $57 Million

Consumer Cyclical: $56.7 Million

Communication Services: $38.4 Million

Other: $84.7 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IJT Ishares S&P Small Cap 600 Grow ETFs	$0	$2.81 Million 0.22% of portfolio	20,742	Q4 2024 Added 2.57%
XLV Select Sector Spdr Fund Health ETFs	$0	$2.7 Million 0.21% of portfolio	19,595	Q4 2024 Reduced 1.1%
EFAD Proshares Tr Proshares Msci Ea ETFs	$0	$2.73 Million 0.21% of portfolio	73,905	Q4 2024 Added 3.18%
VIG Vanguard Dividend Appreciation ETFs	$0	$2.68 Million 0.21% of portfolio	14,738	Q4 2024 Reduced 24.39%
EMB Ishares Tr ETFs	$0	$2.66 Million 0.21% of portfolio	29,888	Q4 2024 Added 2.86%
XBI Spdr Ser Tr Spdr S&P Biotech E ETFs	$0	$2.7 Million 0.21% of portfolio	29,937	Q4 2024 Reduced 1.4%
JEPQ J P Morgan ETF Tr Nasdaq Equit ETFs	$0	$2.62 Million 0.2% of portfolio	46,436	Q4 2024 Added 9.36%
PAVE Global X Fds Us Infrastructure ETFs	$0	$2.57 Million 0.2% of portfolio	63,682	Q4 2024 Added 3.64%
IVE Ishares S&P 500 Value ETF ETFs	$0	$2.57 Million 0.2% of portfolio	13,472	Q4 2024 Reduced 49.05%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$2.58 Million 0.2% of portfolio	4,795	Q4 2024 Added 1.78%
CIBR First Tr Fd Ii Nasdaq Cybersec ETFs	$0	$2.64 Million 0.2% of portfolio	41,657	Q4 2024 Added 8.47%
CGCP Capital Group Core Plus Income ETFs	$0	$2.48 Million 0.19% of portfolio	111,834	Q4 2024 Added 57.1%
XLE Energy Sector Spdr ETFs	$0	$2.47 Million 0.19% of portfolio	28,779	Q4 2024 Reduced 3.62%
PFF Ishares Trust Ishares Pfd And ETFs	$0	$2.45 Million 0.19% of portfolio	78,006	Q4 2024 Added 444.62%
RDVY First Trust Rising Dividend Ac ETFs	$0	$2.32 Million 0.18% of portfolio	39,153	Q4 2024 Reduced 9.04%
SPSB Spdr Portfolio Short Term Corp ETFs	$0	$2.32 Million 0.18% of portfolio	77,726	Q4 2024 Reduced 8.54%
FTGC First Trust Global Tactical CO ETFs	$0	$2.3 Million 0.18% of portfolio	95,992	Q4 2024 Added 6.2%
DGRW Wisdomtree Tr Us Quality Divid ETFs	$0	$2.34 Million 0.18% of portfolio	28,966	Q4 2024 Reduced 5.61%
IWR Ishares Russell Mid Cap ETF ETFs	$0	$2.17 Million 0.17% of portfolio	24,532	Q4 2024 Added 1.12%
VCLT Vanguard Lg Trm Corp Bd ETF ETFs	$0	$2.18 Million 0.17% of portfolio	29,147	Q4 2024 Added 37.17%
EYLD Cambria ETF Tr Emerging Shareh ETFs	$0	$2.19 Million 0.17% of portfolio	69,938	Q4 2024 Added 32.69%
HDV Ishares Core High Dividend ETF ETFs	$0	$2.02 Million 0.16% of portfolio	17,951	Q4 2024 Reduced 3.7%
PULS Pgim ETF Tr ETFs	$0	$2.11 Million 0.16% of portfolio	42,679	Q4 2024 Added 16.56%
COM Direxion Shs ETF Tr Auspice Br ETFs	$0	$2.07 Million 0.16% of portfolio	72,948	Q4 2024 Reduced 0.67%
RPV Invesco Exchange Traded Fd Tr ETFs	$0	$2.06 Million 0.16% of portfolio	22,869	Q4 2024 Added 112.1%
TIP Ishares Tr Tips Bd ETF ETFs	$0	$2.12 Million 0.16% of portfolio	19,852	Q4 2024 Reduced 7.45%
XLG Invesco Exchange Traded Fd Tr ETFs	$0	$2 Million 0.15% of portfolio	40,093	Q4 2024 Added 14.29%
MGC Vanguard Mega Cap ETF ETFs	$0	$1.97 Million 0.15% of portfolio	9,252	Q4 2024 Reduced 1.39%
GDX Vaneck ETF Tr Gold Miners ETF ETFs	$0	$1.91 Million 0.15% of portfolio	56,375	Q4 2024 Reduced 13.28%
IWS Ishares Russell Midcap Value E ETFs	$0	$1.95 Million 0.15% of portfolio	15,110	Q4 2024 Reduced 1.57%
XLF Financial Sector Spdr ETFs	$0	$1.8 Million 0.14% of portfolio	37,295	Q4 2024 Added 0.74%
VV Vanguard Large Cap ETF ETFs	$0	$1.86 Million 0.14% of portfolio	6,913	Q4 2024 Added 5.9%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$1.83 Million 0.14% of portfolio	23,659	Q4 2024 Reduced 2.74%
IWD Ishares Russell 1000 Val ETF ETFs	$0	$1.86 Million 0.14% of portfolio	10,021	Q4 2024 Added 3.32%
VBR Vanguard Small Cap Value ETF ETFs	$0	$1.71 Million 0.13% of portfolio	8,616	Q4 2024 Reduced 1.09%
IUSV Ishares Core S&P U.S. Value Et ETFs	$0	$1.71 Million 0.13% of portfolio	18,501	Q4 2024 Reduced 1.66%
BSTP Innovator Etfs Tr Buffer Step ETFs	$0	$1.73 Million 0.13% of portfolio	52,095	Q4 2024 Added 10.2%
IWO Ishares Russell 2000 Gwt ETF ETFs	$0	$1.56 Million 0.12% of portfolio	5,424	Q4 2024 Added 5.81%
LMBS First Tr ETF Fd Iv First Tr Lo ETFs	$0	$1.5 Million 0.12% of portfolio	30,818	Q4 2024 Added 4.58%
UJUL Innovator U.S. Equity Ultra Bu ETFs	$0	$1.56 Million 0.12% of portfolio	45,348	Q4 2024 Reduced 0.01%
XLY Select Sector Spdr Consumer Di ETFs	$0	$1.6 Million 0.12% of portfolio	7,130	Q4 2024 Reduced 6.63%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$1.53 Million 0.12% of portfolio	22,211	Q4 2024 Reduced 0.31%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$1.61 Million 0.12% of portfolio	16,645	Q4 2024 Added 7.73%
MGMT Unified Ser Tr Ballast Small/M ETFs	$0	$1.42 Million 0.11% of portfolio	34,250	Q3 2024 Reduced 1.44%
ICOW Pacer Fds Tr Devel Mrkts Intl ETFs	$0	$1.36 Million 0.11% of portfolio	46,713	Q4 2024 Reduced 2.64%
IUSG Ishares Core S&P U.S Growth Et ETFs	$0	$1.4 Million 0.11% of portfolio	10,025	Q4 2024 Added 7.45%
PJUN Innovator U.S. Equity Power Bu ETFs	$0	$1.37 Million 0.11% of portfolio	36,629	Q4 2024 Added 1.91%
FPEI First Tr ETF Iii Instl Pfd Sec ETFs	$0	$1.38 Million 0.11% of portfolio	73,690	Q4 2024 Added 3.56%
XLC Select Sector Spdr Tr Communic ETFs	$0	$1.4 Million 0.11% of portfolio	14,509	Q4 2024 Added 4.84%
FLOT Ishares Tr Fltg Rate Nt ETF ETFs	$0	$1.37 Million 0.11% of portfolio	26,841	Q4 2024 Added 5.4%

Summary

Portfolio
No. of Stocks 667
Current Value $1.3 Billion
Prior Value $1.34 Billion
Filing
Period Q4 2024
Filing Date January 30, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 49 stocks
Additional Purchases 311 stocks
Sold out of 0 stocks
Reduced holdings in 254 stocks

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Nations Financial Group Inc, Portfolio Holdings