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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VTHR Vanguard Russell 3000 ETF ETFs	$0	$2.88 Million 0.23% of portfolio	11,661	Q1 2025 Added 0.97%
VCLT Vanguard Lg Trm Corp Bd ETF ETFs	$0	$2.92 Million 0.23% of portfolio	38,455	Q1 2025 Added 31.93%
CIBR First Tr Fd Ii Nasdaq Cybersec ETFs	$0	$2.74 Million 0.22% of portfolio	43,432	Q1 2025 Added 4.26%
XLV Select Sector Spdr Fund Health ETFs	$0	$2.77 Million 0.22% of portfolio	18,964	Q1 2025 Reduced 3.22%
RWL Invesco Exchange Traded Fd Tr ETFs	$0	$2.6 Million 0.21% of portfolio	26,151	Q1 2025 Reduced 9.13%
GDX Vaneck ETF Tr Gold Miners ETF ETFs	$0	$2.66 Million 0.21% of portfolio	57,929	Q1 2025 Added 2.76%
EMB Ishares Tr ETFs	$0	$2.62 Million 0.21% of portfolio	28,968	Q1 2025 Reduced 3.08%
FTGC First Trust Global Tactical CO ETFs	$0	$2.59 Million 0.21% of portfolio	101,406	Q1 2025 Added 5.64%
IVE Ishares S&P 500 Value ETF ETFs	$0	$2.48 Million 0.2% of portfolio	13,000	Q1 2025 Reduced 3.5%
DGRW Wisdomtree Tr Us Quality Divid ETFs	$0	$2.32 Million 0.19% of portfolio	29,004	Q1 2025 Added 0.13%
XBI Spdr Ser Tr Spdr S&P Biotech E ETFs	$0	$2.39 Million 0.19% of portfolio	29,496	Q1 2025 Reduced 1.47%
PAVE Global X Fds Us Infrastructure ETFs	$0	$2.43 Million 0.19% of portfolio	64,350	Q1 2025 Added 1.05%
EYLD Cambria ETF Tr Emerging Shareh ETFs	$0	$2.42 Million 0.19% of portfolio	76,168	Q1 2025 Added 8.91%
PFF Ishares Trust Ishares Pfd And ETFs	$0	$2.4 Million 0.19% of portfolio	78,020	Q1 2025 Added 0.02%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$2.34 Million 0.19% of portfolio	46,197	Q1 2025 New
HDV Ishares Core High Dividend ETF ETFs	$0	$2.19 Million 0.18% of portfolio	18,103	Q1 2025 Added 0.85%
JEPQ J P Morgan ETF Tr Nasdaq Equit ETFs	$0	$2.21 Million 0.18% of portfolio	42,656	Q1 2025 Reduced 8.14%
XLE Energy Sector Spdr ETFs	$0	$2.3 Million 0.18% of portfolio	24,643	Q1 2025 Reduced 14.37%
KNG Ft Cboe Vest S&P 500 Dividend ETFs	$0	$2.09 Million 0.17% of portfolio	41,276	Q1 2025 Reduced 62.12%
URNM Sprott Fds Tr Uranium Miners E ETFs	$0	$2.06 Million 0.17% of portfolio	63,643	Q1 2025 Reduced 9.97%
COM Direxion Shs ETF Tr Auspice Br ETFs	$0	$2.16 Million 0.17% of portfolio	73,742	Q1 2025 Added 1.09%
SPSB Spdr Portfolio Short Term Corp ETFs	$0	$2.16 Million 0.17% of portfolio	71,633	Q1 2025 Reduced 7.84%
SPHY Spdr Ser Tr Spdr Portfolio Hig ETFs	$0	$1.99 Million 0.16% of portfolio	84,857	Q1 2025 New
XLG Invesco Exchange Traded Fd Tr ETFs	$0	$2.02 Million 0.16% of portfolio	43,926	Q1 2025 Added 9.56%
IWR Ishares Russell Mid Cap ETF ETFs	$0	$2.01 Million 0.16% of portfolio	23,574	Q1 2025 Reduced 3.91%
MGC Vanguard Mega Cap ETF ETFs	$0	$1.88 Million 0.15% of portfolio	9,328	Q1 2025 Added 0.82%
TIP Ishares Tr Tips Bd ETF ETFs	$0	$1.93 Million 0.15% of portfolio	17,339	Q1 2025 Reduced 12.66%
XLF Financial Sector Spdr ETFs	$0	$1.82 Million 0.15% of portfolio	36,558	Q1 2025 Reduced 1.98%
BSTP Innovator Etfs Tr Buffer Step ETFs	$0	$1.92 Million 0.15% of portfolio	59,429	Q1 2025 Added 14.08%
IUSV Ishares Core S&P U.S. Value Et ETFs	$0	$1.7 Million 0.14% of portfolio	18,427	Q1 2025 Reduced 0.4%
IWS Ishares Russell Midcap Value E ETFs	$0	$1.8 Million 0.14% of portfolio	14,316	Q1 2025 Reduced 5.25%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$1.77 Million 0.14% of portfolio	22,573	Q1 2025 Reduced 4.59%
VV Vanguard Large Cap ETF ETFs	$0	$1.76 Million 0.14% of portfolio	6,861	Q1 2025 Reduced 0.75%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$1.6 Million 0.13% of portfolio	24,256	Q1 2025 Added 9.21%
FTCS First Trust Capital Strength E ETFs	$0	$1.63 Million 0.13% of portfolio	18,193	Q1 2025 Reduced 67.95%
IWD Ishares Russell 1000 Val ETF ETFs	$0	$1.66 Million 0.13% of portfolio	8,846	Q1 2025 Reduced 11.73%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$1.57 Million 0.13% of portfolio	15,858	Q1 2025 Reduced 4.73%
IJT Ishares S&P Small Cap 600 Grow ETFs	$0	$1.67 Million 0.13% of portfolio	13,434	Q1 2025 Reduced 35.23%
ICOW Pacer Fds Tr Devel Mrkts Intl ETFs	$0	$1.58 Million 0.13% of portfolio	50,406	Q1 2025 Added 7.91%
FNDX Schwab Fundamental U S Large C ETFs	$0	$1.43 Million 0.12% of portfolio	60,717	Q1 2025 Added 21.9%
UJUL Innovator U.S. Equity Ultra Bu ETFs	$0	$1.51 Million 0.12% of portfolio	45,138	Q1 2025 Reduced 0.46%
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	$0	$1.51 Million 0.12% of portfolio	16,412	Q1 2025 New
MGMT Unified Ser Tr Ballast Small/M ETFs	$0	$1.32 Million 0.11% of portfolio	34,250	Q3 2024 Reduced 1.44%
XLY Select Sector Spdr Consumer Di ETFs	$0	$1.36 Million 0.11% of portfolio	6,899	Q1 2025 Reduced 3.24%
IWO Ishares Russell 2000 Gwt ETF ETFs	$0	$1.42 Million 0.11% of portfolio	5,571	Q1 2025 Added 2.71%
EWY Ishares Inc Msci South Korea E ETFs	$0	$1.37 Million 0.11% of portfolio	25,300	Q1 2025 New
XLC Select Sector Spdr Tr Communic ETFs	$0	$1.32 Million 0.11% of portfolio	13,658	Q1 2025 Reduced 5.87%
PJUN Innovator U.S. Equity Power Bu ETFs	$0	$1.38 Million 0.11% of portfolio	37,298	Q1 2025 Added 1.83%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$1.41 Million 0.11% of portfolio	19,240	Q1 2025 Added 4.72%
IGE Ishares Tr North Amern Nat Res ETFs	$0	$1.34 Million 0.11% of portfolio	29,496	Q1 2025 Reduced 1.53%

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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Nations Financial Group Inc, Portfolio Holdings