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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$739,000 0.06% of portfolio
47,070
Q3 2024 New
$0
$752,000 0.06% of portfolio
36,632
Q3 2024 Reduced 0.73%
$0
$750,000 0.06% of portfolio
15,928
Q3 2024 Added 4.23%
$47.6B
$810,000 0.06% of portfolio
6,696
Q3 2024 Added 2.24%
$77.1B
$804,000 0.06% of portfolio
6,961
Q3 2024 New
$0
$741,000 0.06% of portfolio
41,083
Q3 2024 Reduced 0.82%
$34.6B
$736,000 0.06% of portfolio
6,200
Q3 2024 Added 82.41%
$0
$760,000 0.06% of portfolio
16,073
Q3 2024 Added 3.77%
$0
$785,000 0.06% of portfolio
61,450
Q2 2023 Reduced 1.6%
$28.8B
$822,000 0.06% of portfolio
6,210
Q3 2024 Added 15.28%
$17.2B
$776,000 0.06% of portfolio
7,913
Q3 2024 Reduced 38.47%
$0
$855,000 0.06% of portfolio
23,483
Q3 2024 Added 14.44%
$6.83B
$785,000 0.06% of portfolio
13,734
Q3 2024 Added 6.31%
$0
$796,000 0.06% of portfolio
3,765
Q3 2024 Added 0.05%
$0
$740,000 0.06% of portfolio
7,677
Q3 2024 Reduced 20.7%
$0
$735,000 0.06% of portfolio
4,386
Q3 2024 Reduced 26.36%
$0
$801,000 0.06% of portfolio
2,491
Q3 2024 Reduced 4.49%
$102B
$774,000 0.06% of portfolio
15,182
Q3 2024 Reduced 1.75%
$0
$830,000 0.06% of portfolio
6,778
Q3 2024 Reduced 0.1%
$0
$763,000 0.06% of portfolio
15,641
Q3 2024 Added 2.62%
$0
$841,000 0.06% of portfolio
43,815
Q3 2024 Added 20.28%
$0
$747,000 0.06% of portfolio
5,517
Q3 2024 Reduced 4.62%
$0
$858,000 0.06% of portfolio
22,566
Q3 2024 Reduced 0.81%
$115B
$780,000 0.06% of portfolio
8,672
Q3 2024 Reduced 31.31%
$10.5B
$792,000 0.06% of portfolio
2,376
Q3 2024 Added 1.67%
$0
$780,000 0.06% of portfolio
3,384
Q3 2024 Reduced 7.57%
$17.9B
$721,000 0.05% of portfolio
8,410
Q3 2024 Added 3.0%
$0
$603,000 0.05% of portfolio
44,765
Q3 2024 Reduced 3.47%
$0
$710,000 0.05% of portfolio
18,959
Q3 2024 Added 2.24%
$8.56B
$635,000 0.05% of portfolio
5,917
Q3 2024 Added 5.94%
$11.4B
$724,000 0.05% of portfolio
1,556
Q3 2024 Added 3.73%
$0
$655,000 0.05% of portfolio
24,309
Q3 2024 Added 12.03%
$68.5B
$726,000 0.05% of portfolio
3,619
Q3 2024 Added 24.45%
$0
$633,000 0.05% of portfolio
15,010
Q3 2024 New
$38.6B
$683,000 0.05% of portfolio
9,258
Q3 2024 Added 23.51%
$0
$644,000 0.05% of portfolio
6,472
Q3 2024 Reduced 3.59%
$0
$686,000 0.05% of portfolio
6,466
Q3 2024 Added 7.05%
$8.16B
$669,000 0.05% of portfolio
94,267
Q3 2024 Reduced 26.62%
$88.3B
$668,000 0.05% of portfolio
5,796
Q3 2024 Added 38.2%
$8.4B
$679,000 0.05% of portfolio
2,873
Q3 2024 New
$0
$733,000 0.05% of portfolio
6,748
Q3 2024 Reduced 8.93%
$0
$713,000 0.05% of portfolio
5,969
Q2 2024 Added 0.52%
$0
$719,000 0.05% of portfolio
14,565
Q3 2024 Reduced 0.68%
$0
$640,000 0.05% of portfolio
12,615
Q3 2024 Reduced 79.46%
$75.2B
$685,000 0.05% of portfolio
19,860
Q3 2024 Reduced 4.7%
$126B
$703,000 0.05% of portfolio
18,898
Q3 2024 Added 68.25%
$0
$620,000 0.05% of portfolio
5,677
Q3 2024 Added 49.79%
$0
$654,000 0.05% of portfolio
35,164
Q3 2024 Reduced 0.69%
$12.1B
$691,000 0.05% of portfolio
1,699
Q3 2024 Added 2.6%

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
Track This Portfolio

Track Nations Financial Group Inc, Portfolio

Follow Nations Financial Group Inc, and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nations Financial Group Inc, , based on Form 13F filings with the SEC.

News

Stay updated on Nations Financial Group Inc, with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email