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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.98B
$9.94 Million 0.8% of portfolio
34,485
Q1 2025 Added 1.97%
$3.28B
$6.37 Million 0.51% of portfolio
318,668
Q1 2025 Reduced 5.99%
$3.48B
$3.38 Million 0.27% of portfolio
86,149
Q1 2025 Added 398.49%
$3.36B
$3.29 Million 0.26% of portfolio
31,041
Q1 2025 Added 4.55%
$8.72B
$2.7 Million 0.22% of portfolio
19,985
Q1 2025 Added 3.25%
$7.62B
$2.58 Million 0.21% of portfolio
19,932
Q1 2025 Added 1.44%
$8.24B
$1.84 Million 0.15% of portfolio
101,974
Q1 2025 Added 26.04%
$2.43B
$1.79 Million 0.14% of portfolio
92,968
Q1 2025 Added 0.56%
$2.89B
$1.22 Million 0.1% of portfolio
25,900
Q1 2025 Added 13.1%
$7.83B
$1.1 Million 0.09% of portfolio
4,943
Q1 2025 Added 0.04%
$7.73B
$977,000 0.08% of portfolio
39,435
Q1 2025 Added 4.27%
$7.79B
$920,000 0.07% of portfolio
14,429
Q1 2025 Added 2.61%
$9.28B
$855,000 0.07% of portfolio
21,432
Q1 2025 Added 0.0%
$5.13B
$899,000 0.07% of portfolio
4,074
Q1 2025 Added 1.27%
$6.22B
$743,000 0.06% of portfolio
6,950
Q1 2025 Added 2.07%
$3.56B
$718,000 0.06% of portfolio
10,042
Q1 2025 Added 1.62%
$6.36B
$571,000 0.05% of portfolio
6,215
Q1 2025 Added 3.64%
$2.59B
$669,000 0.05% of portfolio
44,194
Q1 2025 Reduced 5.52%
$4.83B
$538,000 0.04% of portfolio
9,520
Q1 2025 Added 2.38%
$7.62B
$471,000 0.04% of portfolio
9,104
Q1 2025 Added 2.01%
$5.12B
$455,000 0.04% of portfolio
9,464
Q1 2025 Added 7.9%
$3.55B
$417,000 0.03% of portfolio
15,901
Q1 2025 New
$8.85B
$410,000 0.03% of portfolio
20,469
Q1 2025 Added 3.98%
$2.95B
$317,000 0.03% of portfolio
11,121
Q1 2025 Added 11.33%
$6.39B
$367,000 0.03% of portfolio
10,181
Q1 2025 Added 14.63%
$9.2B
$322,000 0.03% of portfolio
7,550
Q1 2025 Added 10.25%
$3.05B
$282,000 0.02% of portfolio
7,232
Q1 2025 Added 11.38%
$9.83B
$250,000 0.02% of portfolio
6,344
Q1 2025 Added 0.03%
$3.96B
$197,000 0.02% of portfolio
14,227
Q1 2025 Reduced 3.38%
$5.91B
$290,000 0.02% of portfolio
203
Q4 2024 Added 2.53%

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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