Nations Financial Group Inc, has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.5 Billion distributed in 711 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $43.6M, Apple Inc. with a value of $38.7M, Microsoft Corp with a value of $38.1M, Invesco Qqq Trust, Series 1 with a value of $28.8M, and Ishares Core S&P Mid Cap ETF with a value of $28.1M.
Examining the 13F form we can see an increase of $127M in the current position value, from $1.37B to 1.5B.
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
$1.5 Billion
ETFs: $745 Million
Technology: $222 Million
Financial Services: $134 Million
Industrials: $62.6 Million
Communication Services: $61.1 Million
Consumer Cyclical: $59.7 Million
Healthcare: $54.9 Million
Energy: $50.5 Million
Other: $91.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
