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 Market Cap. of Under $50 Millions
