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
$2.16 Million 0.17% of portfolio
73,742
Q1 2025 Added 1.09%
$0
$2.16 Million 0.17% of portfolio
71,633
Q1 2025 Reduced 7.84%
$37.6B
$2.11 Million 0.17% of portfolio
9,434
Q1 2025 Added 8.09%
$47.5B
$2.02 Million 0.16% of portfolio
41,858
Q1 2025 Reduced 0.83%
$0
$1.99 Million 0.16% of portfolio
84,857
Q1 2025 New
$118B
$1.96 Million 0.16% of portfolio
4,042
Q1 2025 Added 1.86%
$0
$2.02 Million 0.16% of portfolio
43,926
Q1 2025 Added 9.56%
$0
$2.01 Million 0.16% of portfolio
23,574
Q1 2025 Reduced 3.91%
$201B
$1.93 Million 0.15% of portfolio
21,496
Q1 2025 Reduced 23.72%
$0
$1.88 Million 0.15% of portfolio
9,328
Q1 2025 Added 0.82%
$8.24B
$1.84 Million 0.15% of portfolio
101,974
Q1 2025 Added 26.04%
$0
$1.93 Million 0.15% of portfolio
17,339
Q1 2025 Reduced 12.66%
$50.3B
$1.81 Million 0.15% of portfolio
8,651
Q1 2025 Reduced 17.0%
$262B
$1.84 Million 0.15% of portfolio
6,868
Q1 2025 Added 0.85%
$0
$1.82 Million 0.15% of portfolio
36,558
Q1 2025 Reduced 1.98%
$0
$1.86 Million 0.15% of portfolio
358,315
Q1 2025 Added 0.56%
$0
$1.92 Million 0.15% of portfolio
59,429
Q1 2025 Added 14.08%
$64.6B
$1.86 Million 0.15% of portfolio
49,066
Q1 2025 Added 21.06%
$0
$1.7 Million 0.14% of portfolio
18,427
Q1 2025 Reduced 0.4%
$2.43B
$1.79 Million 0.14% of portfolio
92,968
Q1 2025 Added 0.56%
$0
$1.8 Million 0.14% of portfolio
14,316
Q1 2025 Reduced 5.25%
$0
$1.77 Million 0.14% of portfolio
22,573
Q1 2025 Reduced 4.59%
$69B
$1.69 Million 0.14% of portfolio
10,283
Q1 2025 Reduced 18.09%
$303B
$1.71 Million 0.14% of portfolio
23,890
Q1 2025 Added 2.82%
$216B
$1.8 Million 0.14% of portfolio
5,464
Q1 2025 Added 1.83%
$57B
$1.79 Million 0.14% of portfolio
7,060
Q1 2025 Reduced 7.81%
$0
$1.76 Million 0.14% of portfolio
6,861
Q1 2025 Reduced 0.75%
$46.8B
$1.71 Million 0.14% of portfolio
16,363
Q1 2025 Reduced 13.98%
$287B
$1.57 Million 0.13% of portfolio
7,860
Q1 2025 Added 210.92%
$0
$1.6 Million 0.13% of portfolio
24,256
Q1 2025 Added 9.21%
$0
$1.63 Million 0.13% of portfolio
18,193
Q1 2025 Reduced 67.95%
$0
$1.66 Million 0.13% of portfolio
8,846
Q1 2025 Reduced 11.73%
$0
$1.57 Million 0.13% of portfolio
15,858
Q1 2025 Reduced 4.73%
$529B
$1.66 Million 0.13% of portfolio
3,027
Q1 2025 Added 641.91%
$0
$1.67 Million 0.13% of portfolio
13,434
Q1 2025 Reduced 35.23%
$0
$1.58 Million 0.13% of portfolio
50,406
Q1 2025 Added 7.91%
$16.9B
$1.44 Million 0.12% of portfolio
123,502
Q1 2025 Reduced 58.3%
$0
$1.43 Million 0.12% of portfolio
60,717
Q1 2025 Added 21.9%
$170B
$1.53 Million 0.12% of portfolio
3,021
Q1 2025 Reduced 22.97%
$0
$1.51 Million 0.12% of portfolio
45,138
Q1 2025 Reduced 0.46%
$0
$1.51 Million 0.12% of portfolio
16,412
Q1 2025 New
$11.5B
$1.51 Million 0.12% of portfolio
7,566
Q1 2025 Added 3.21%
$1.24T
$1.54 Million 0.12% of portfolio
9,303
Q1 2025 Added 3.32%
$34.2B
$1.55 Million 0.12% of portfolio
14,244
Q1 2025 Reduced 17.65%
$0
$1.32 Million 0.11% of portfolio
34,250
Q3 2024 Reduced 1.44%
$0
$1.36 Million 0.11% of portfolio
6,899
Q1 2025 Reduced 3.24%
$0
$1.42 Million 0.11% of portfolio
5,571
Q1 2025 Added 2.71%
$0
$1.37 Million 0.11% of portfolio
25,300
Q1 2025 New
$0
$1.32 Million 0.11% of portfolio
13,658
Q1 2025 Reduced 5.87%

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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