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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$27.2 Million 2.1% of portfolio	436,716	Q4 2024 Added 1.45%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$23.7 Million 1.83% of portfolio	46,372	Q4 2024 Added 0.33%
IWV Ishares Russell 3000 ETF ETFs	$0	$23.6 Million 1.82% of portfolio	70,664	Q4 2024 Reduced 0.79%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$17.8 Million 1.37% of portfolio	139,572	Q4 2024 Reduced 1.6%
XLK Technology Sector Spdr ETFs	$0	$17.7 Million 1.36% of portfolio	76,000	Q4 2024 Added 2.03%
VO Vanguard Mid Cap ETF ETFs	$0	$14.9 Million 1.15% of portfolio	56,399	Q4 2024 Reduced 6.09%
FBCG Fidelity Covington Tr Blue Chi ETFs	$0	$12.2 Million 0.94% of portfolio	263,030	Q4 2024 Added 443.08%
VUG Vanguard Growth ETF ETFs	$0	$11.9 Million 0.92% of portfolio	28,961	Q4 2024 Reduced 11.45%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$11.6 Million 0.89% of portfolio	100,379	Q4 2024 Reduced 9.12%
IJJ Ishares S&P Midcap 400 Value E ETFs	$0	$10.4 Million 0.8% of portfolio	83,238	Q4 2024 Reduced 0.12%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$9.7 Million 0.75% of portfolio	355,039	Q4 2024 Added 75.03%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$9.29 Million 0.72% of portfolio	104,637	Q4 2024 Added 0.44%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$9.12 Million 0.7% of portfolio	15,559	Q4 2024 Reduced 29.13%
VTV Vanguard Value ETF ETFs	$0	$8.84 Million 0.68% of portfolio	52,192	Q4 2024 Reduced 36.76%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$8.53 Million 0.66% of portfolio	150,987	Q4 2024 Reduced 0.57%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$8.39 Million 0.65% of portfolio	190,606	Q4 2024 Added 3.13%
GLD Spdr Gold Trust ETFs	$89.2B	$8.17 Million 0.63% of portfolio	33,753	Q4 2024 Added 1.58%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$8.06 Million 0.62% of portfolio	140,111	Q4 2024 Added 1.25%
CGDV Capital Group Divid Value ETF ETFs	$0	$7.87 Million 0.61% of portfolio	223,143	Q4 2024 Added 850.23%
IMCG Ishare Morningstar Mid Cap Gro ETFs	$0	$7.61 Million 0.59% of portfolio	100,775	Q4 2024 Added 15.28%
IEI Ishares Barclays 3 7 Yr Treas ETFs	$0	$7.54 Million 0.58% of portfolio	65,291	Q4 2024 Added 8.87%
FIXD First Tr ETF Viii Tcw Opportun ETFs	$0	$7.19 Million 0.56% of portfolio	167,416	Q4 2024 Added 2.36%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$7.13 Million 0.55% of portfolio	40,663	Q4 2024 Added 4.39%
VEA Vanguard Ftse Developed Market ETFs	$0	$6.76 Million 0.52% of portfolio	141,261	Q4 2024 Added 1.15%
IVV Ishares Core S&P 500 ETF ETFs	$0	$6.53 Million 0.5% of portfolio	11,095	Q4 2024 Reduced 20.47%
IEMG Ishares Inc ETFs	$0	$6.39 Million 0.49% of portfolio	119,196	Q4 2024 Added 1.65%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$5.91 Million 0.46% of portfolio	45,977	Q4 2024 Added 4.67%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$5.88 Million 0.45% of portfolio	163,879	Q4 2024 Added 102.53%
BOND Pimco Active Bond Exchange Tra ETFs	$0	$5.86 Million 0.45% of portfolio	64,812	Q4 2024 Added 5.01%
VTI Vanguard Total Stock Market Et ETFs	$0	$5.82 Million 0.45% of portfolio	20,076	Q4 2024 Reduced 51.24%
SCHE Schwab Strategic Tr Us Emergin ETFs	$0	$5.76 Million 0.44% of portfolio	216,134	Q4 2024 Added 2.3%
CALF Pacer Fds Tr Pacer Us Small Ca ETFs	$0	$5.59 Million 0.43% of portfolio	126,992	Q4 2024 Reduced 10.77%
KNG Ft Cboe Vest S&P 500 Dividend ETFs	$0	$5.47 Million 0.42% of portfolio	108,966	Q4 2024 Added 35.39%
JCPB J P Morgan Exchange Traded Fd ETFs	$0	$5.35 Million 0.41% of portfolio	116,124	Q4 2024 Added 103.91%
IEFA Ishares Tr ETFs	$0	$5.17 Million 0.4% of portfolio	73,572	Q4 2024 Added 2.42%
FTCS First Trust Capital Strength E ETFs	$0	$4.99 Million 0.39% of portfolio	56,773	Q4 2024 Added 9.71%
QQQE Direxion Nasdaq 100 Equal Weig ETFs	$0	$4.88 Million 0.38% of portfolio	54,384	Q4 2024 Reduced 13.43%
VB Vanguard Small Cap ETF ETFs	$0	$4.83 Million 0.37% of portfolio	20,108	Q4 2024 Added 2.78%
SLV I Shares Silver Trust ETFs	$14.9B	$4.42 Million 0.34% of portfolio	167,793	Q4 2024 Added 0.34%
FTSL First Trust Senior Ln Fund ETFs	$0	$4.27 Million 0.33% of portfolio	92,301	Q4 2024 Added 4.44%
GSLC Goldman Sachs ETF Tr Activebet ETFs	$0	$4.07 Million 0.31% of portfolio	35,300	Q4 2024 Added 0.36%
AVLV American Centy ETF Tr Avantis	$0	$4.03 Million 0.31% of portfolio	60,356	Q4 2024 Added 80.86%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$3.92 Million 0.3% of portfolio	38,606	Q4 2024 Reduced 18.91%
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$3.91 Million 0.3% of portfolio	75,591	Q4 2024 Added 4.46%
STIP Ishares Barclays 0 5 Year Tips ETFs	$0	$3.2 Million 0.25% of portfolio	31,807	Q4 2024 Added 14.08%
HYG Ishares Tr ETFs	$0	$3.24 Million 0.25% of portfolio	41,228	Q4 2024 Added 107.33%
VTHR Vanguard Russell 3000 ETF ETFs	$0	$3 Million 0.23% of portfolio	11,549	Q4 2024 Reduced 0.16%
URNM Sprott Fds Tr Uranium Miners E ETFs	$0	$2.85 Million 0.22% of portfolio	70,693	Q4 2024 Added 1.43%
RWL Invesco Exchange Traded Fd Tr ETFs	$0	$2.82 Million 0.22% of portfolio	28,777	Q4 2024 Reduced 2.73%
USTB Victory Portfolios Ii Victorys ETFs	$0	$2.87 Million 0.22% of portfolio	57,223	Q4 2024 Added 50.77%

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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Nations Financial Group Inc, Portfolio Holdings