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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$212,000 0.02% of portfolio
20,466
Q3 2024 New
$0
$307,000 0.02% of portfolio
22,430
Q3 2023 Added 9.33%
$0
$165,000 0.01% of portfolio
13,474
Q3 2023 Reduced 5.9%
$0
$127,000 0.01% of portfolio
12,668
Q3 2024 New
$0
$181,000 0.01% of portfolio
15,167
Q3 2024 New
$0
$81,000 0.01% of portfolio
19,949
Q3 2024 Reduced 4.77%
$0
$154,000 0.01% of portfolio
17,503
Q3 2024 New
$0
$72,000 0.01% of portfolio
10,094
Q3 2024 Added 0.1%
$0
$189,000 0.01% of portfolio
12,000
Q3 2024 Reduced 17.24%
$0
$176,000 0.01% of portfolio
11,700
Q2 2024 Reduced 2.5%
$0
$156,000 0.01% of portfolio
17,180
Q3 2024 Added 0.01%
$0
$131,000 0.01% of portfolio
22,718
Q3 2024 Added 0.31%
$0
$96,000 0.01% of portfolio
14,749
Q3 2024 Added 0.07%
$3.76M
$47,000 0.0% of portfolio
90,900
Q3 2024 Added 78.59%
$26M
$15,000 0.0% of portfolio
15,000
Q3 2023 Added 30.43%

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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