Nations Financial Group Inc, has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.37 Billion distributed in 678 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $37.1M, Nvidia Corp with a value of $37.1M, Microsoft Corp with a value of $35.9M, Apple Inc. with a value of $31.5M, and Ishares Core S&P Mid Cap ETF with a value of $27.4M.
Examining the 13F form we can see an increase of $128M in the current position value, from $1.25B to 1.37B.
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
$1.37 Billion
ETFs: $667 Million
Technology: $192 Million
Financial Services: $140 Million
Industrials: $59.3 Million
Communication Services: $56.1 Million
Consumer Cyclical: $53.1 Million
Energy: $51.9 Million
Healthcare: $51.1 Million
Other: $90.8 Million
Stock Holdings Table Market Cap. of $200 Billions or more
