Nations Financial Group Inc, Portfolio Holdings

Nations Financial Group Inc,

  • $1.3 Billion
  • Q4 2024

Nations Financial Group Inc, has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.3 Billion distributed in 667 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $44.3M, Berkshire Hathaway Inc Class B with a value of $31.4M, Microsoft Corp with a value of $31M, Nvidia Corp with a value of $30.4M, and Ishares Core S&P Mid Cap ETF with a value of $27.2M.

Examining the 13F form we can see an decrease of $39.7M in the current position value, from $1.34B to 1.3B.

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 $1.3 Billion
ETFs: $608 Million
Technology: $184 Million
Financial Services: $135 Million
Industrials: $61.1 Million
Energy: $60.3 Million
Healthcare: $57 Million
Consumer Cyclical: $56.7 Million
Communication Services: $38.4 Million
Other: $84.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$129B
$1.6 Million 0.12% of portfolio
3,968
Q4 2024 Reduced 0.33%
$37.6B
$1.57 Million 0.12% of portfolio
42,208
Q4 2024 Added 14.16%
$358B
$1.56 Million 0.12% of portfolio
18,378
Q4 2024 Reduced 36.0%
$427B
$1.45 Million 0.11% of portfolio
1,628
Q4 2024 Reduced 1.15%
$130B
$1.38 Million 0.11% of portfolio
13,880
Q4 2024 Reduced 4.63%
$28.2B
$1.45 Million 0.11% of portfolio
8,859
Q4 2024 Added 3.74%
$0
$1.39 Million 0.11% of portfolio
228,635
Q4 2024 Reduced 32.85%
$92.3B
$1.46 Million 0.11% of portfolio
7,255
Q4 2024 Added 1.82%
$297B
$1.45 Million 0.11% of portfolio
23,234
Q4 2024 Reduced 7.23%
$115B
$1.31 Million 0.1% of portfolio
2,703
Q4 2024 Reduced 21.24%
$341B
$1.29 Million 0.1% of portfolio
29,350
Q4 2024 Reduced 9.3%
$140B
$1.31 Million 0.1% of portfolio
3,627
Q4 2024 Added 0.14%
$75.3B
$1.25 Million 0.1% of portfolio
13,790
Q4 2024 Added 3.53%
$106B
$1.35 Million 0.1% of portfolio
7,639
Q4 2024 Added 88.85%
$30.3B
$1.22 Million 0.09% of portfolio
14,376
Q4 2024 Added 85.64%
$77.8B
$1.13 Million 0.09% of portfolio
3,293
Q4 2024 Reduced 1.85%
$43.5B
$1.11 Million 0.09% of portfolio
1,577
Q4 2024 Added 3.55%
$8.52B
$1.22 Million 0.09% of portfolio
80,904
Q4 2024 Added 1.44%
$8.04B
$1.22 Million 0.09% of portfolio
4,941
Q4 2024 Added 2.66%
$72.6B
$1.16 Million 0.09% of portfolio
21,502
Q4 2024 Added 0.04%
$552M
$1.23 Million 0.09% of portfolio
56,507
Q4 2024 Reduced 1.05%
$64.7B
$1 Million 0.08% of portfolio
3,453
Q4 2024 Added 0.52%
$0
$1 Million 0.08% of portfolio
87,312
Q4 2024 Reduced 1.72%
$16.8B
$972,000 0.08% of portfolio
16,611
Q4 2024 Reduced 0.33%
$1.11B
$1.01 Million 0.08% of portfolio
24,000
Q1 2024 New
$5.17B
$977,000 0.08% of portfolio
4,023
Q4 2024 Added 2.34%
$193B
$1.09 Million 0.08% of portfolio
47,884
Q4 2024 Reduced 4.3%
$68.5B
$1.01 Million 0.08% of portfolio
315
Q4 2024 Reduced 39.89%
$14.2B
$1.03 Million 0.08% of portfolio
2,923
Q4 2024 Added 0.65%
$181B
$1.05 Million 0.08% of portfolio
9,459
Q4 2024 Reduced 7.26%
$118B
$1.07 Million 0.08% of portfolio
3,228
Q4 2024 Reduced 5.59%
$101B
$1.06 Million 0.08% of portfolio
5,768
Q4 2024 Reduced 0.45%
$2.68B
$1.03 Million 0.08% of portfolio
22,900
Q4 2024 Added 308.93%
$131B
$871,000 0.07% of portfolio
5,358
Q4 2024 Added 11.18%
$0
$959,000 0.07% of portfolio
53,178
Q3 2024 Added 45.53%
$79.9B
$924,000 0.07% of portfolio
1,453
Q4 2024 Reduced 4.28%
$84B
$939,000 0.07% of portfolio
7,450
Q4 2024 Reduced 1.53%
$96.6B
$893,000 0.07% of portfolio
3,235
Q4 2024 Added 0.78%
$39.5B
$918,000 0.07% of portfolio
92,815
Q4 2024 Reduced 1.26%
$73.4B
$937,000 0.07% of portfolio
7,652
Q4 2024 Added 0.63%
$180B
$883,000 0.07% of portfolio
1,986
Q4 2024 Reduced 20.46%
$144B
$855,000 0.07% of portfolio
3,753
Q4 2024 Reduced 27.11%
$25.2B
$950,000 0.07% of portfolio
5,069
Q4 2024 Added 3.81%
$7.15B
$896,000 0.07% of portfolio
37,821
Q4 2024 Added 1.55%
$203M
$945,000 0.07% of portfolio
17,406
Q4 2024 Added 1.55%
$50.7B
$856,000 0.07% of portfolio
6,989
Q4 2024 Reduced 30.77%
$31.4B
$931,000 0.07% of portfolio
7,984
Q4 2024 Reduced 7.94%
$17.9B
$898,000 0.07% of portfolio
8,316
Q4 2024 New
$6.62B
$767,000 0.06% of portfolio
6,809
Q4 2024 Added 2.41%

Summary

  • Portfolio
  • No. of Stocks 667
  • Current Value $1.3 Billion
  • Prior Value $1.34 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 49 stocks
  • Additional Purchases 311 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 254 stocks
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