Nations Financial Group Inc, Reduced Holdings in Q1 2025

Nations Financial Group Inc,

  • $1.25 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AFL
Aflac Inc

Financial Services
-6.62K
- 17.73%
$100.99 - $111.19 $669K - $736K
30.7K $3.42M
PG
Procter & Gamble CO

Consumer Defensive
-3.09K
- 9.39%
$158.56 - $176.26 $489K - $544K
29.8K $5.07M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-3.23K
- 5.93%
$86.24 - $97.98 $278K - $316K
51.2K $4.46M
SPGI
S&P Global Inc.

Financial Services
-901
- 22.97%
$478.26 - $543.77 $431K - $490K
3.02K $1.53M
SOXX
Ishares Semiconductor ETF

ETFs
-1.67K
- 47.41%
$188.17 - $235.81 $315K - $395K
1.86K $349K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-3.78K
- 8.14%
$51.45 - $58.51 $194K - $221K
42.7K $2.21M
PSX
Phillips 66

Energy
-6.45K
- 15.83%
$113.93 - $131.55 $735K - $848K
34.3K $4.23M
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
-34.3K
- 67.65%
$11.63 - $12.23 $399K - $419K
16.4K $192K
ET
Energy Transfer LP

Energy
-5.02K
- 1.65%
$17.26 - $21.08 $86.6K - $106K
299K $5.55M
LHX
L3 Harris Technologies, Inc.

Industrials
-1.77K
- 17.0%
$194.65 - $222.86 $345K - $395K
8.65K $1.81M
MRVL
Marvell Technology, Inc.

Technology
-210
- 2.91%
$61.57 - $126.06 $12.9K - $26.5K
7K $430K
ZTS
Zoetis Inc.

Healthcare
-2.27K
- 18.09%
$156.48 - $175.67 $355K - $399K
10.3K $1.69M
PPG
Ppg Industries Inc

Basic Materials
-2.47K
- 38.56%
$107.44 - $124.29 $265K - $307K
3.93K $430K
HD
Home Depot, Inc.

Consumer Cyclical
-282
- 3.01%
$347.25 - $424.87 $97.9K - $120K
9.09K $3.33M
CB
Chubb LTD

Financial Services
-2.08K
- 16.97%
$257.71 - $301.99 $536K - $628K
10.2K $3.07M
FLXS
Flexsteel Industries Inc

Consumer Cyclical
-90
- 0.52%
$36.51 - $62.3 $3.29K - $5.61K
17.3K $632K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-441
- 1.47%
$81.1 - $94.7 $35.8K - $41.8K
29.5K $2.39M
AMD
Advanced Micro Devices Inc

Technology
-2.12K
- 44.78%
$96.63 - $129.55 $205K - $275K
2.62K $268K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-528
- 20.21%
$360.07 - $417.26 $190K - $220K
2.09K $752K
PAYX
Paychex Inc

Industrials
-3.68K
- 18.52%
$136.06 - $154.52 $500K - $568K
16.2K $2.49M
VBR
Vanguard Small Cap Value ETF

ETFs
-939
- 10.9%
$183.02 - $207.75 $172K - $195K
7.68K $1.43M
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
-43K
- 57.26%
$6.04 - $6.31 $260K - $271K
32.1K $196K
XLY
Select Sector Spdr Consumer Di

ETFs
-231
- 3.24%
$192.6 - $233.2 $44.5K - $53.9K
6.9K $1.36M
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.49K
- 21.98%
$114.9 - $139.6 $171K - $207K
5.27K $619K
BAC
Bank Of America Corp

Financial Services
-3.99K
- 13.61%
$39.61 - $47.74 $158K - $191K
25.4K $1.06M
IWM
Ishares Russell 2000 ETF

ETFs
-640
- 14.85%
$198.1 - $229.79 $127K - $147K
3.67K $732K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-2.63K
- 9.13%
$96.9 - $104.39 $254K - $274K
26.2K $2.6M
DOV
Dover Corp

Industrials
-797
- 15.72%
$174.65 - $206.43 $139K - $165K
4.27K $750K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-4.66K
- 28.47%
$43.76 - $45.31 $204K - $211K
11.7K $527K
IRM
Iron Mountain Inc

Real Estate
-941
- 15.8%
$82.79 - $111.31 $77.9K - $105K
5.01K $431K
INTU
Intuit Inc

Technology
-289
- 28.67%
$555.63 - $630.23 $161K - $182K
719 $441K
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.18K
- 11.73%
$182.82 - $196.21 $215K - $231K
8.85K $1.66M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-5.56K
- 17.44%
$29.34 - $31.31 $163K - $174K
26.3K $780K
TIP
Ishares Tr Tips Bd ETF

ETFs
-2.51K
- 12.66%
$106.22 - $111.09 $267K - $279K
17.3K $1.93M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-5.16K
- 24.67%
$48.65 - $53.06 $251K - $274K
15.7K $817K
CL
Colgate Palmolive CO

Consumer Defensive
-2.42K
- 17.52%
$85.68 - $97.5 $207K - $236K
11.4K $1.07M
SKOR
Flexshares Tr Credit Scored Us

ETFs
-3.98K
- 16.53%
$47.35 - $48.46 $188K - $193K
20.1K $970K
FICS
First Tr Exchange Traded Fd Vi

ETFs
-6.16K
- 29.84%
$33.49 - $37.82 $206K - $233K
14.5K $530K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-3.78K
- 12.26%
$48.31 - $49.23 $183K - $186K
27K $1.33M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-299
- 13.62%
$307.43 - $357.48 $91.9K - $107K
1.9K $585K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.01K
- 40.54%
$208.48 - $244.03 $210K - $246K
1.48K $361K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-6.09K
- 7.84%
$29.82 - $30.1 $182K - $183K
71.6K $2.16M
XLE
Energy Sector Spdr

ETFs
-4.14K
- 14.37%
$85.7 - $93.96 $354K - $389K
24.6K $2.3M
IWR
Ishares Russell Mid Cap ETF

ETFs
-958
- 3.91%
$82.81 - $92.93 $79.3K - $89K
23.6K $2.01M
SIXJ
Aim ETF Prods Tr Allianzim U S
-4.85K
- 14.57%
$29.68 - $31.19 $144K - $151K
28.4K $851K
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
-4.29K
- 13.89%
$31.51 - $33.34 $135K - $143K
26.6K $839K
UPS
United Parcel Service Inc

Industrials
-306
- 4.11%
$109.66 - $136.26 $33.6K - $41.7K
7.14K $785K
CTVA
Corteva, Inc.

Basic Materials
-3.12K
- 43.73%
$55.94 - $66.15 $174K - $206K
4.01K $252K
IWS
Ishares Russell Midcap Value E

ETFs
-794
- 5.25%
$122.59 - $135.24 $97.3K - $107K
14.3K $1.8M
Activity Summary
Buys All Purchases 332 New Holdings 50 Increased Positions 282 Sells All Sells 272 Reductions 272 Sold out 0 Options Calls 0 Puts 0
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