Nations Financial Group Inc, Portfolio Holdings

Nations Financial Group Inc,

$1.37 Billion
Q2 2025

Nations Financial Group Inc, has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.37 Billion distributed in 678 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $37.1M, Nvidia Corp with a value of $37.1M, Microsoft Corp with a value of $35.9M, Apple Inc. with a value of $31.5M, and Ishares Core S&P Mid Cap ETF with a value of $27.4M.

Examining the 13F form we can see an increase of $128M in the current position value, from $1.25B to 1.37B.

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 $1.37 Billion

ETFs: $667 Million

Technology: $192 Million

Financial Services: $140 Million

Industrials: $59.3 Million

Communication Services: $56.1 Million

Consumer Cyclical: $53.1 Million

Energy: $51.9 Million

Healthcare: $51.1 Million

Other: $90.8 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$27.4 Million 1.99% of portfolio	441,264	Q2 2025 Added 0.65%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$26.5 Million 1.93% of portfolio	47,980	Q2 2025 Added 5.21%
IWV Ishares Russell 3000 ETF ETFs	$0	$23.8 Million 1.74% of portfolio	67,893	Q2 2025 Reduced 0.07%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$19.2 Million 1.4% of portfolio	144,055	Q2 2025 Added 2.17%
XLK Technology Sector Spdr ETFs	$0	$18.4 Million 1.34% of portfolio	72,751	Q2 2025 Reduced 5.34%
FBCG Fidelity Covington Tr Blue Chi ETFs	$0	$16.7 Million 1.22% of portfolio	346,598	Q2 2025 Added 12.3%
VO Vanguard Mid Cap ETF ETFs	$0	$13.4 Million 0.98% of portfolio	47,845	Q2 2025 Reduced 4.92%
VUG Vanguard Growth ETF ETFs	$0	$12.9 Million 0.94% of portfolio	29,524	Q2 2025 Added 0.69%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$12.5 Million 0.91% of portfolio	471,907	Q2 2025 Added 35.23%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$12.3 Million 0.89% of portfolio	130,625	Q2 2025 Added 28.13%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$12.1 Million 0.88% of portfolio	19,635	Q2 2025 Added 0.63%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$12 Million 0.88% of portfolio	243,050	Q2 2025 Reduced 1.48%
IVV Ishares Core S&P 500 ETF ETFs	$0	$11.8 Million 0.86% of portfolio	18,989	Q2 2025 Added 6.16%
GLD Spdr Gold Trust ETFs	$106B	$10.4 Million 0.76% of portfolio	34,267	Q2 2025 Added 2.64%
IJJ Ishares S&P Midcap 400 Value E ETFs	$0	$9.77 Million 0.71% of portfolio	79,050	Q2 2025 Reduced 0.58%
CGDV Capital Group Divid Value ETF ETFs	$0	$9.64 Million 0.7% of portfolio	244,142	Q2 2025 Added 4.51%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$9.66 Million 0.7% of portfolio	88,421	Q2 2025 Added 4.01%
IMCG Ishare Morningstar Mid Cap Gro ETFs	$0	$9.06 Million 0.66% of portfolio	112,897	Q2 2025 Added 3.64%
VTV Vanguard Value ETF ETFs	$0	$9.03 Million 0.66% of portfolio	51,109	Q2 2025 Reduced 0.33%
URA Global X Uranium ETF ETFs	$0	$9.05 Million 0.66% of portfolio	233,225	Q2 2025 Added 1,115.16%
JCPB J P Morgan Exchange Traded Fd ETFs	$0	$7.93 Million 0.58% of portfolio	168,603	Q2 2025 Added 13.49%
IEFA Ishares Tr ETFs	$0	$7.99 Million 0.58% of portfolio	95,735	Q2 2025 Added 3.61%
BAR Granite Shares Gold Trust ETFs	$1.83B	$7.43 Million 0.54% of portfolio	227,510	Q2 2025 Added 120.29%
VEA Vanguard Ftse Developed Market ETFs	$0	$7.23 Million 0.53% of portfolio	126,856	Q2 2025 Reduced 3.32%
AVLV American Centy ETF Tr Avantis	$0	$6.75 Million 0.49% of portfolio	98,921	Q2 2025 Added 13.48%
VIG Vanguard Dividend Appreciation ETFs	$0	$6.47 Million 0.47% of portfolio	35,541	Q2 2025 Added 5.32%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$6.43 Million 0.47% of portfolio	47,633	Q2 2025 Added 2.08%
SLV I Shares Silver Trust ETFs	$18B	$6.27 Million 0.46% of portfolio	190,950	Q2 2025 Added 3.41%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$6.25 Million 0.46% of portfolio	177,222	Q2 2025 Added 1.98%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$6.17 Million 0.45% of portfolio	33,941	Q2 2025 Added 20.75%
IEI Ishares Barclays 3 7 Yr Treas ETFs	$0	$6.18 Million 0.45% of portfolio	51,860	Q2 2025 Added 13.57%
BOND Pimco Active Bond Exchange Tra ETFs	$0	$6.24 Million 0.45% of portfolio	67,661	Q2 2025 Added 2.56%
STIP Ishares Barclays 0 5 Year Tips ETFs	$0	$6.2 Million 0.45% of portfolio	60,277	Q2 2025 Added 71.45%
FTSL First Trust Senior Ln Fund ETFs	$0	$6.06 Million 0.44% of portfolio	132,144	Q2 2025 Added 35.14%
VTI Vanguard Total Stock Market Et ETFs	$0	$5.86 Million 0.43% of portfolio	19,269	Q2 2025 Added 1.42%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$5.5 Million 0.4% of portfolio	96,766	Q2 2025 Reduced 24.08%
QQQE Direxion Nasdaq 100 Equal Weig ETFs	$0	$4.75 Million 0.35% of portfolio	48,286	Q2 2025 Reduced 5.61%
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$4.64 Million 0.34% of portfolio	87,988	Q2 2025 Added 16.65%
IEMG Ishares Inc ETFs	$0	$4.56 Million 0.33% of portfolio	84,989	Q2 2025 Added 0.14%
CALF Pacer Fds Tr Pacer Us Small Ca ETFs	$0	$4.44 Million 0.32% of portfolio	111,490	Q2 2025 Reduced 10.29%
GSLC Goldman Sachs ETF Tr Activebet ETFs	$0	$4.27 Million 0.31% of portfolio	35,189	Q2 2025 Reduced 1.04%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$4.27 Million 0.31% of portfolio	38,771	Q2 2025 Added 6.32%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$4.23 Million 0.31% of portfolio	76,762	Q2 2025 Reduced 8.26%
FIXD First Tr ETF Viii Tcw Opportun ETFs	$0	$3.98 Million 0.29% of portfolio	90,615	Q2 2025 Added 3.25%
RDVY First Trust Rising Dividend Ac ETFs	$0	$3.74 Million 0.27% of portfolio	59,611	Q2 2025 Added 0.69%
USTB Victory Portfolios Ii Victorys ETFs	$0	$3.76 Million 0.27% of portfolio	73,980	Q2 2025 Added 7.41%
SCHE Schwab Strategic Tr Us Emergin ETFs	$0	$3.54 Million 0.26% of portfolio	117,451	Q2 2025 Reduced 4.34%
CIBR First Tr Fd Ii Nasdaq Cybersec ETFs	$0	$3.46 Million 0.25% of portfolio	45,740	Q2 2025 Added 5.31%
EFAD Proshares Tr Proshares Msci Ea ETFs	$0	$3.36 Million 0.24% of portfolio	78,257	Q2 2025 Reduced 0.98%
HYG Ishares Tr ETFs	$0	$3.35 Million 0.24% of portfolio	41,494	Q2 2025 Added 0.75%

Summary

Portfolio
No. of Stocks 678
Current Value $1.37 Billion
Prior Value $1.25 Billion
Filing
Period Q2 2025
Filing Date August 11, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 49 stocks
Additional Purchases 332 stocks
Sold out of 0 stocks
Reduced holdings in 249 stocks

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Nations Financial Group Inc, Portfolio Holdings