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
$305B
$956,000 0.08% of portfolio
13,317
Q1 2025 Added 220.2%
$16.2B
$957,000 0.08% of portfolio
14,885
Q1 2025 Added 4.62%
$53.9B
$1.01 Million 0.08% of portfolio
1,618
Q1 2025 Added 2.6%
$65.1B
$960,000 0.08% of portfolio
3,257
Q1 2025 Reduced 5.68%
$105B
$963,000 0.08% of portfolio
4,428
Q1 2025 Reduced 23.23%
$75.8B
$1.01 Million 0.08% of portfolio
4,173
Q1 2025 Added 10.69%
$33.3B
$951,000 0.08% of portfolio
23,110
Q1 2025 Reduced 74.79%
$7.73B
$977,000 0.08% of portfolio
39,435
Q1 2025 Added 4.27%
$149B
$956,000 0.08% of portfolio
3,518
Q1 2025 Added 8.98%
$84.5B
$947,000 0.08% of portfolio
6,450
Q1 2025 Added 2.67%
$0
$970,000 0.08% of portfolio
20,088
Q1 2025 Reduced 16.53%
$93.2B
$957,000 0.08% of portfolio
15,086
Q1 2025 Reduced 26.22%
$0
$1 Million 0.08% of portfolio
53,478
Q1 2025 Added 0.56%
$0
$962,000 0.08% of portfolio
34,096
Q1 2025 New
$0
$1.05 Million 0.08% of portfolio
89,409
Q1 2025 Added 2.4%
$0
$934,000 0.08% of portfolio
16,346
Q1 2025 Added 2.51%
$0
$972,000 0.08% of portfolio
16,161
Q1 2025 Reduced 5.63%
$0
$1.01 Million 0.08% of portfolio
15,409
Q1 2025 Added 10.94%
$0
$885,000 0.07% of portfolio
5,183
Q1 2025 Added 5.35%
$0
$817,000 0.07% of portfolio
15,747
Q1 2025 Reduced 24.67%
$0
$814,000 0.07% of portfolio
36,387
Q1 2025 Reduced 0.13%
$104B
$891,000 0.07% of portfolio
4,419
Q1 2025 Added 121.84%
$0
$839,000 0.07% of portfolio
26,571
Q1 2025 Reduced 13.89%
$0
$907,000 0.07% of portfolio
236,994
Q1 2025 Added 3.66%
$36.5B
$848,000 0.07% of portfolio
7,053
Q1 2025 Reduced 11.66%
$0
$851,000 0.07% of portfolio
28,435
Q1 2025 Reduced 14.57%
$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%
$0
$929,000 0.07% of portfolio
11,164
Q1 2025 Reduced 1.33%
$139B
$910,000 0.07% of portfolio
3,854
Q1 2025 Added 2.69%
$68.3B
$840,000 0.07% of portfolio
6,557
Q1 2025 Reduced 14.31%
$22.7B
$825,000 0.07% of portfolio
8,430
Q1 2025 Added 1.37%
$10.9B
$813,000 0.07% of portfolio
1,672
Q1 2025 Added 4.83%
$44.7B
$899,000 0.07% of portfolio
89,697
Q1 2025 Reduced 3.36%
$0
$908,000 0.07% of portfolio
7,007
Q1 2025 Added 1.52%
$30.3B
$827,000 0.07% of portfolio
14,457
Q1 2025 Added 0.56%
$0
$859,000 0.07% of portfolio
19,807
Q1 2025 Reduced 12.81%
$5.13B
$899,000 0.07% of portfolio
4,074
Q1 2025 Added 1.27%
$90.3B
$831,000 0.07% of portfolio
18,768
Q1 2025 Added 0.06%
$0
$818,000 0.07% of portfolio
7,937
Q1 2025 Added 6.9%
$0
$877,000 0.07% of portfolio
64,406
Q1 2025 Added 12.15%
$91.4B
$864,000 0.07% of portfolio
1,422
Q1 2025 Reduced 2.13%
$13.3B
$904,000 0.07% of portfolio
2,934
Q1 2025 Added 0.38%
$0
$874,000 0.07% of portfolio
20,217
Q1 2025 Added 18.55%
$0
$844,000 0.07% of portfolio
9,323
Q1 2025 Added 1.33%
$56.4B
$926,000 0.07% of portfolio
7,018
Q1 2025 Added 0.41%
$38B
$750,000 0.06% of portfolio
6,719
Q1 2025 Added 1.34%
$0
$691,000 0.06% of portfolio
6,558
Q1 2025 Added 6.7%
$0
$793,000 0.06% of portfolio
7,518
Q1 2025 Added 16.99%

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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