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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.25 Million 0.26% of portfolio
41,185
Q1 2025 Reduced 0.1%
$3.36B
$3.29 Million 0.26% of portfolio
31,041
Q1 2025 Added 4.55%
$1.82B
$3.19 Million 0.26% of portfolio
103,276
Q1 2025 New
$108B
$3.19 Million 0.26% of portfolio
32,508
Q1 2025 Reduced 16.87%
$16B
$3.19 Million 0.26% of portfolio
39,162
Q1 2025 Reduced 0.18%
$114B
$3.07 Million 0.25% of portfolio
10,170
Q1 2025 Reduced 16.97%
$0
$3.07 Million 0.25% of portfolio
79,033
Q1 2025 Added 6.94%
$124B
$2.94 Million 0.24% of portfolio
14,585
Q1 2025 Reduced 18.66%
$223B
$3.02 Million 0.24% of portfolio
22,772
Q1 2025 Added 228.36%
$0
$2.97 Million 0.24% of portfolio
132,162
Q1 2025 Added 18.18%
$0
$2.92 Million 0.23% of portfolio
5,691
Q1 2025 Added 18.69%
$60.9B
$2.91 Million 0.23% of portfolio
101,951
Q1 2025 Reduced 0.3%
$724B
$2.85 Million 0.23% of portfolio
3,449
Q1 2025 Added 39.41%
$0
$2.88 Million 0.23% of portfolio
11,661
Q1 2025 Added 0.97%
$0
$2.92 Million 0.23% of portfolio
38,455
Q1 2025 Added 31.93%
$0
$2.74 Million 0.22% of portfolio
43,432
Q1 2025 Added 4.26%
$78.2B
$2.74 Million 0.22% of portfolio
11,053
Q1 2025 Reduced 21.05%
$57B
$2.76 Million 0.22% of portfolio
5,694
Q1 2025 Added 1.57%
$118B
$2.78 Million 0.22% of portfolio
19,922
Q1 2025 Added 46.72%
$38.4B
$2.72 Million 0.22% of portfolio
14,700
Q1 2025 Added 5.22%
$59.8B
$2.77 Million 0.22% of portfolio
16,246
Q1 2025 Added 1.21%
$64.8B
$2.77 Million 0.22% of portfolio
8,030
Q1 2025 Added 0.88%
$0
$2.77 Million 0.22% of portfolio
18,964
Q1 2025 Reduced 3.22%
$10.5B
$2.78 Million 0.22% of portfolio
29,157
Q1 2025 Added 7.46%
$7.62B
$2.58 Million 0.21% of portfolio
19,932
Q1 2025 Added 1.44%
$0
$2.6 Million 0.21% of portfolio
26,151
Q1 2025 Reduced 9.13%
$0
$2.66 Million 0.21% of portfolio
57,929
Q1 2025 Added 2.76%
$74.3B
$2.67 Million 0.21% of portfolio
17,424
Q1 2025 Added 256.03%
$0
$2.62 Million 0.21% of portfolio
28,968
Q1 2025 Reduced 3.08%
$0
$2.59 Million 0.21% of portfolio
101,406
Q1 2025 Added 5.64%
$0
$2.48 Million 0.2% of portfolio
13,000
Q1 2025 Reduced 3.5%
$516M
$2.48 Million 0.2% of portfolio
97,745
Q1 2025 New
$51.4B
$2.49 Million 0.2% of portfolio
16,168
Q1 2025 Reduced 18.52%
$81.6B
$2.45 Million 0.2% of portfolio
8,993
Q1 2025 Reduced 20.84%
$10.3B
$2.54 Million 0.2% of portfolio
15,508
Q1 2025 New
$0
$2.32 Million 0.19% of portfolio
29,004
Q1 2025 Added 0.13%
$0
$2.39 Million 0.19% of portfolio
29,496
Q1 2025 Reduced 1.47%
$178B
$2.33 Million 0.19% of portfolio
7,453
Q1 2025 Reduced 25.7%
$0
$2.43 Million 0.19% of portfolio
64,350
Q1 2025 Added 1.05%
$30.7B
$2.38 Million 0.19% of portfolio
25,841
Q1 2025 New
$0
$2.42 Million 0.19% of portfolio
76,168
Q1 2025 Added 8.91%
$0
$2.4 Million 0.19% of portfolio
78,020
Q1 2025 Added 0.02%
$0
$2.34 Million 0.19% of portfolio
46,197
Q1 2025 New
$0
$2.19 Million 0.18% of portfolio
18,103
Q1 2025 Added 0.85%
$0
$2.21 Million 0.18% of portfolio
42,656
Q1 2025 Reduced 8.14%
$0
$2.3 Million 0.18% of portfolio
24,643
Q1 2025 Reduced 14.37%
$0
$2.09 Million 0.17% of portfolio
41,276
Q1 2025 Reduced 62.12%
$0
$2.06 Million 0.17% of portfolio
63,643
Q1 2025 Reduced 9.97%
$1.75B
$2.07 Million 0.17% of portfolio
24,659
Q1 2025 Added 4.97%

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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