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
FANG Diamondback Energy, Inc. Energy	$24.9B	$1.38 Million 0.11% of portfolio	8,635	Q1 2025 Reduced 2.53%
PJUN Innovator U.S. Equity Power Bu ETFs	$0	$1.38 Million 0.11% of portfolio	37,298	Q1 2025 Added 1.83%
T At&T Inc. Communication Services	$195B	$1.35 Million 0.11% of portfolio	47,781	Q1 2025 Reduced 0.22%
GWW W.W. Grainger, Inc. Industrials	$51.7B	$1.37 Million 0.11% of portfolio	1,383	Q1 2025 Reduced 24.67%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$1.41 Million 0.11% of portfolio	19,240	Q1 2025 Added 4.72%
SYK Stryker Corp Healthcare	$147B	$1.35 Million 0.11% of portfolio	3,640	Q1 2025 Added 0.36%
BA Boeing CO Industrials	$137B	$1.34 Million 0.11% of portfolio	7,883	Q1 2025 Added 3.19%
IGE Ishares Tr North Amern Nat Res ETFs	$0	$1.34 Million 0.11% of portfolio	29,496	Q1 2025 Reduced 1.53%
WMB Williams Companies, Inc. Energy	$70.3B	$1.43 Million 0.11% of portfolio	23,954	Q1 2025 Added 11.4%
IUSG Ishares Core S&P U.S Growth Et ETFs	$0	$1.34 Million 0.11% of portfolio	10,580	Q1 2025 Added 5.54%
VBR Vanguard Small Cap Value ETF ETFs	$0	$1.43 Million 0.11% of portfolio	7,677	Q1 2025 Reduced 10.9%
FPEI First Tr ETF Iii Instl Pfd Sec ETFs	$0	$1.39 Million 0.11% of portfolio	74,185	Q1 2025 Added 0.67%
LMBS First Tr ETF Fd Iv First Tr Lo ETFs	$0	$1.33 Million 0.11% of portfolio	27,040	Q1 2025 Reduced 12.26%
WM Waste Management Inc Industrials	$92.5B	$1.43 Million 0.11% of portfolio	6,178	Q1 2025 Reduced 14.84%
JOE St Joe CO Real Estate	$2.89B	$1.22 Million 0.1% of portfolio	25,900	Q1 2025 Added 13.1%
SEIX Virtus ETF Tr Ii Seix Sr Ln Et ETFs	$0	$1.19 Million 0.1% of portfolio	50,191	Q1 2025 Added 10.44%
JQUA J P Morgan ETF Tr U S Quality ETFs	$0	$1.23 Million 0.1% of portfolio	21,827	Q1 2025 Added 15.6%
CGUS Capital Group Core Equity ETF	$0	$1.28 Million 0.1% of portfolio	38,245	Q1 2025 Added 16.74%
BBUS J P Morgan Exchg Traded Fd ETFs	$0	$1.2 Million 0.1% of portfolio	11,918	Q1 2025 New
AZO Autozone Inc Consumer Cyclical	$70.8B	$1.2 Million 0.1% of portfolio	315	Q4 2024 Reduced 39.89%
PEO Adams Natural Resources Fund, Inc. Financial Services	$528M	$1.24 Million 0.1% of portfolio	54,507	Q1 2025 Reduced 3.54%
ITA Ishares Tr ETFs	$0	$1.3 Million 0.1% of portfolio	8,513	Q1 2025 Reduced 5.33%
BJUN Innovator U.S. Equity Buffer E ETFs	$0	$1.26 Million 0.1% of portfolio	32,155	Q1 2025 Reduced 0.48%
COP Conocophillips Energy	$116B	$1.23 Million 0.1% of portfolio	11,671	Q1 2025 Reduced 15.91%
PJUL Innovator U.S. Equity Power Bu ETFs	$0	$1.22 Million 0.1% of portfolio	30,415	Q1 2025 Reduced 0.36%
IAU Ishares Gold Trust ETFs	$54.4B	$1.23 Million 0.1% of portfolio	20,809	Q1 2025 Added 0.41%
FLOT Ishares Tr Fltg Rate Nt ETF ETFs	$0	$1.28 Million 0.1% of portfolio	25,061	Q1 2025 Reduced 6.63%
PAUG Innovator U.S. Equity Power Bu ETFs	$0	$1.25 Million 0.1% of portfolio	32,969	Q1 2025 Reduced 0.19%
PFEB Innovator U.S. Equity Power Bu ETFs	$0	$1.23 Million 0.1% of portfolio	34,347	Q1 2025 New
CRWD Crowd Strike Holdings, Inc. Technology	$103B	$1.3 Million 0.1% of portfolio	3,699	Q1 2025 Added 12.33%
FDL First Tr Morningstar Dividend ETFs	$0	$1.27 Million 0.1% of portfolio	29,176	Q1 2025 Reduced 3.39%
MINT Pimco ETF Tr Enhanced Sht Matu ETFs	$0	$1.14 Million 0.09% of portfolio	11,329	Q1 2025 Added 86.64%
VHT Vanguard Health Care ETF ETFs	$0	$1.06 Million 0.09% of portfolio	4,019	Q1 2025 Added 11.39%
CL Colgate Palmolive CO Consumer Defensive	$72.3B	$1.07 Million 0.09% of portfolio	11,374	Q1 2025 Reduced 17.52%
DHR Danaher Corp Healthcare	$137B	$1.1 Million 0.09% of portfolio	5,351	Q1 2025 Reduced 33.63%
WRB Berkley W R Corp Financial Services	$18B	$1.17 Million 0.09% of portfolio	16,490	Q1 2025 Reduced 0.73%
ISCB International Speedway Corp ETFs	$0	$1.13 Million 0.09% of portfolio	20,865	Q1 2025 Reduced 2.79%
EXP Eagle Materials Inc Basic Materials	$7.83B	$1.1 Million 0.09% of portfolio	4,943	Q1 2025 Added 0.04%
REGL Proshares Tr S&P Midcap 400 Di ETFs	$0	$1.08 Million 0.09% of portfolio	13,450	Q1 2025 Added 3.67%
FTLS First Tr Long/Short Equity ETF ETFs	$0	$1.07 Million 0.09% of portfolio	16,621	Q1 2025 Reduced 2.77%
JNK Spdr Bloomberg High Yield Bond ETFs	$0	$1.08 Million 0.09% of portfolio	11,373	Q1 2025 Reduced 3.38%
VB Vanguard Small Cap ETF ETFs	$0	$1.15 Million 0.09% of portfolio	5,189	Q1 2025 Reduced 74.19%
DIS Walt Disney CO Communication Services	$220B	$1.16 Million 0.09% of portfolio	11,729	Q1 2025 Added 24.0%
SII Sprott Inc. Financial Services	$1.87B	$1.08 Million 0.09% of portfolio	24,000	Q1 2024 New
CI Cigna Corp Healthcare	$89.9B	$1.11 Million 0.09% of portfolio	3,376	Q1 2025 Added 4.36%
XLP Consumer Staples Sector Spdr ETFs	$0	$1.16 Million 0.09% of portfolio	15,249	Q1 2025 Reduced 2.9%
FBND Fidelity Merrimack Str Tr Tota ETFs	$0	$1.11 Million 0.09% of portfolio	24,302	Q1 2025 Added 4.96%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$1.09 Million 0.09% of portfolio	21,535	Q1 2025 Added 6.6%
ARDC Ares Dynamic Credit Allocation Fund, Inc. Financial Services	$0	$1.03 Million 0.08% of portfolio	72,882	Q1 2025 Reduced 2.2%
BAC Bank Of America Corp Financial Services	$381B	$1.06 Million 0.08% of portfolio	25,356	Q1 2025 Reduced 13.61%

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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Nations Financial Group Inc, Portfolio Holdings