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 Trade History
$0
$299,000 0.02% of portfolio
1,125
Q4 2024 Added 0.18%
$0
$292,000 0.02% of portfolio
11,646
Q4 2024 New
$0
$304,000 0.02% of portfolio
5,616
Q4 2024 Added 0.45%
$0
$245,000 0.02% of portfolio
4,708
Q4 2024 Reduced 13.66%
$0
$230,000 0.02% of portfolio
2,525
Q4 2024 Reduced 1.9%
$0
$306,000 0.02% of portfolio
4,533
Q4 2024 Reduced 13.31%
$0
$305,000 0.02% of portfolio
5,121
Q4 2024 Added 1.13%
$0
$268,000 0.02% of portfolio
7,465
Q4 2024 New
$0
$271,000 0.02% of portfolio
6,117
Q2 2024 New
$0
$306,000 0.02% of portfolio
2,788
Q4 2024 New
$0
$259,000 0.02% of portfolio
1,628
Q4 2024 Added 0.06%
$0
$251,000 0.02% of portfolio
4,997
Q4 2024 New
$0
$259,000 0.02% of portfolio
3,400
Q2 2024 Reduced 45.16%
$0
$223,000 0.02% of portfolio
4,237
Q4 2024 Reduced 3.4%
$0
$232,000 0.02% of portfolio
2,539
Q4 2024 Reduced 4.44%
$0
$322,000 0.02% of portfolio
2,252
Q4 2024 Added 0.09%
$0
$249,000 0.02% of portfolio
2,507
Q4 2024 Reduced 92.41%
$0
$219,000 0.02% of portfolio
1,643
Q3 2024 New
$0
$288,000 0.02% of portfolio
17,666
Q4 2024 Reduced 40.59%
$0
$235,000 0.02% of portfolio
20,420
Q4 2024 Reduced 50.82%
$0
$204,000 0.02% of portfolio
6,001
Q2 2024 Added 3.29%
$0
$230,000 0.02% of portfolio
4,927
Q3 2024 New
$0
$244,000 0.02% of portfolio
5,725
Q4 2024 Added 12.81%
$0
$291,000 0.02% of portfolio
3,464
Q4 2024 Reduced 12.72%
$0
$0 0.0% of portfolio
26,739
Q4 2024 Reduced 5.89%
$0
$0 0.0% of portfolio
25,467
Q4 2024 Reduced 5.8%
$0
$0 0.0% of portfolio
32,898
Q4 2024 Reduced 4.67%
$0
$0 0.0% of portfolio
8,130
Q3 2024 Reduced 0.25%
$0
$0 0.0% of portfolio
13,922
Q3 2024 Reduced 35.76%
$0
$0 0.0% of portfolio
7,704
Q3 2024 Reduced 0.19%
$0
$0 0.0% of portfolio
8,164
Q3 2024 Reduced 0.68%
$0
$0 0.0% of portfolio
24,647
Q4 2024 Reduced 5.76%

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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