Nations Financial Group Inc, Portfolio Holdings

Nations Financial Group Inc,

  • $1.34 Billion
  • Q3 2024

Nations Financial Group Inc, has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.34 Billion distributed in 671 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $45.5M, Berkshire Hathaway Inc Class B with a value of $39.1M, Microsoft Corp with a value of $36.9M, Nvidia Corp with a value of $28.4M, and Ishares Core S&P Mid Cap ETF with a value of $26.8M.

Examining the 13F form we can see an increase of $139M in the current position value, from $1.2B to 1.34B.

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 $1.34 Billion
ETFs: $616 Million
Technology: $178 Million
Financial Services: $145 Million
Healthcare: $71.7 Million
Industrials: $64.5 Million
Energy: $61 Million
Consumer Cyclical: $59 Million
Consumer Defensive: $42.4 Million
Other: $88.7 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$69.9B
$419,000 0.03% of portfolio
1,645
Q3 2024 New
$96.9B
$397,000 0.03% of portfolio
765
Q3 2024 Added 0.39%
$17.5B
$336,000 0.03% of portfolio
1,196
Q3 2024 New
$37.7B
$370,000 0.03% of portfolio
1,169
Q3 2024 Added 5.89%
$20.5B
$388,000 0.03% of portfolio
2,368
Q3 2024 Added 6.47%
$79B
$430,000 0.03% of portfolio
2,642
Q3 2024 Added 0.42%
$39B
$450,000 0.03% of portfolio
6,899
Q3 2024 Added 21.72%
$183B
$461,000 0.03% of portfolio
10,217
Q3 2024 Added 5.53%
$29.2B
$370,000 0.03% of portfolio
6,208
Q3 2024 Reduced 0.58%
$101B
$404,000 0.03% of portfolio
3,238
Q3 2024 Added 5.37%
$15.8B
$224,000 0.02% of portfolio
2,036
Q3 2024 New
$91.1B
$301,000 0.02% of portfolio
9,597
Q3 2024 Added 12.23%
$129B
$248,000 0.02% of portfolio
2,970
Q2 2024 New
$149B
$203,000 0.02% of portfolio
3,128
Q3 2024 New
$78B
$262,000 0.02% of portfolio
5,742
Q3 2024 New
$93.3B
$324,000 0.02% of portfolio
799
Q3 2024 New
$25.7B
$250,000 0.02% of portfolio
1,307
Q3 2024 New
$31.3B
$243,000 0.02% of portfolio
838
Q3 2024 New
$84.9B
$229,000 0.02% of portfolio
1,244
Q3 2024 New
$13.7B
$288,000 0.02% of portfolio
1,194
Q2 2024 Reduced 7.23%
$10.3B
$225,000 0.02% of portfolio
2,171
Q3 2024 Reduced 31.54%
$18.6B
$274,000 0.02% of portfolio
598
Q3 2024 New
$77.1B
$228,000 0.02% of portfolio
198
Q3 2024 New
$88.3B
$261,000 0.02% of portfolio
3,552
Q3 2024 New
$10.4B
$233,000 0.02% of portfolio
6,053
Q3 2024 Reduced 2.18%
$41.7B
$222,000 0.02% of portfolio
2,493
Q3 2024 New
$76.5B
$233,000 0.02% of portfolio
442
Q3 2024 New
$50.7B
$261,000 0.02% of portfolio
1,735
Q3 2024 Added 5.15%
$57.5B
$324,000 0.02% of portfolio
4,178
Q3 2024 New
$14.3B
$311,000 0.02% of portfolio
14,472
Q3 2024 New
$89.6B
$331,000 0.02% of portfolio
670
Q3 2024 Reduced 12.99%
$62.7B
$272,000 0.02% of portfolio
6,492
Q3 2024 Reduced 23.01%
$24.9B
$123,000 0.01% of portfolio
14,970
Q3 2024 Reduced 7.97%

Summary

  • Portfolio
  • No. of Stocks 671
  • Current Value $1.34 Billion
  • Prior Value $1.2 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 72 stocks
  • Additional Purchases 381 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 167 stocks
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