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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.24B
$6.99 Million 0.52% of portfolio
367,806
Q3 2024 Added 2.15%
$2.85B
$4.99 Million 0.37% of portfolio
39,168
Q3 2024 Reduced 1.25%
$3.77B
$4.34 Million 0.32% of portfolio
25,724
Q3 2024 Added 913.55%
$8.68B
$3.07 Million 0.23% of portfolio
199,500
Q2 2024 Added 3.91%
$8.06B
$2.73 Million 0.2% of portfolio
18,990
Q3 2024 Reduced 1.65%
$9.72B
$2.58 Million 0.19% of portfolio
18,808
Q3 2024 Reduced 0.74%
$2.35B
$2.05 Million 0.15% of portfolio
22,080
Q3 2024 Added 8.81%
$2.41B
$1.8 Million 0.13% of portfolio
91,648
Q3 2024 Added 2.89%
$3.58B
$1.34 Million 0.1% of portfolio
24,117
Q3 2024 New
$7.5B
$1.2 Million 0.09% of portfolio
79,755
Q3 2024 Added 1.5%
$7.99B
$953,000 0.07% of portfolio
37,242
Q3 2024 Added 5.48%
$8.57B
$871,000 0.07% of portfolio
6,649
Q3 2024 Added 2.7%
$5.91B
$937,000 0.07% of portfolio
3,931
Q3 2024 Added 2.93%
$6.66B
$785,000 0.06% of portfolio
13,734
Q3 2024 Added 6.31%
$8.88B
$635,000 0.05% of portfolio
5,917
Q3 2024 Added 5.94%
$8.05B
$669,000 0.05% of portfolio
94,267
Q3 2024 Reduced 26.62%
$2.63B
$710,000 0.05% of portfolio
47,012
Q3 2024 Reduced 0.5%
$3.88B
$658,000 0.05% of portfolio
9,596
Q3 2024 Added 3.08%
$8.76B
$610,000 0.05% of portfolio
13,706
Q3 2024 Added 0.97%
$5.14B
$469,000 0.04% of portfolio
8,656
Q3 2024 Added 5.96%
$9.42B
$505,000 0.04% of portfolio
16,430
Q3 2024 Added 64.3%
$6.29B
$366,000 0.03% of portfolio
8,679
Q3 2024 Added 47.55%
$6.66B
$358,000 0.03% of portfolio
9,172
Q3 2024 New
$4.1B
$459,000 0.03% of portfolio
9,172
Q3 2024 Added 5.8%
$3B
$326,000 0.02% of portfolio
5,600
Q2 2024 New
$2.38B
$202,000 0.02% of portfolio
3,760
Q3 2024 Reduced 34.16%
$6.77B
$333,000 0.02% of portfolio
26,090
Q3 2024 Added 6.77%
$3.23B
$279,000 0.02% of portfolio
6,461
Q3 2024 Added 6.71%
$2.91B
$277,000 0.02% of portfolio
9,007
Q3 2024 New
$4.67B
$220,000 0.02% of portfolio
16,170
Q3 2024 New

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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