Nations Financial Group Inc, Portfolio Holdings

Nations Financial Group Inc,

  • $1.3 Billion
  • Q4 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.79T
$44.3 Million 3.42% of portfolio
176,963
Q4 2024 Reduced 9.41%
$610B
$31.4 Million 2.42% of portfolio
69,204
Q4 2024 Reduced 18.53%
$3.09T
$31 Million 2.39% of portfolio
73,454
Q4 2024 Reduced 14.37%
$299B
$30.4 Million 2.34% of portfolio
226,077
Q4 2024 Reduced 3.44%
$0
$27.2 Million 2.1% of portfolio
436,716
Q4 2024 Added 1.45%
$0
$23.7 Million 1.83% of portfolio
46,372
Q4 2024 Added 0.33%
$0
$23.6 Million 1.82% of portfolio
70,664
Q4 2024 Reduced 0.79%
$0
$17.8 Million 1.37% of portfolio
139,572
Q4 2024 Reduced 1.6%
$0
$17.7 Million 1.36% of portfolio
76,000
Q4 2024 Added 2.03%
$2.42T
$15.8 Million 1.22% of portfolio
72,129
Q4 2024 Reduced 17.07%
$784B
$15.3 Million 1.18% of portfolio
63,661
Q4 2024 Added 2.74%
$0
$14.9 Million 1.15% of portfolio
56,399
Q4 2024 Reduced 6.09%
$445B
$12.8 Million 0.99% of portfolio
119,426
Q4 2024 Added 0.8%
$89.6B
$12.8 Million 0.99% of portfolio
55,142
Q4 2024 Reduced 20.33%
$0
$12.2 Million 0.94% of portfolio
263,030
Q4 2024 Added 443.08%
$434B
$11.9 Million 0.92% of portfolio
12,999
Q4 2024 Reduced 12.55%
$0
$11.6 Million 0.89% of portfolio
100,379
Q4 2024 Reduced 9.12%
$1.22T
$10.7 Million 0.83% of portfolio
56,643
Q4 2024 Reduced 23.04%
$1.55T
$10.6 Million 0.82% of portfolio
17,946
Q4 2024 Reduced 2.53%
$0
$10.4 Million 0.8% of portfolio
83,238
Q4 2024 Reduced 0.12%
$3.13B
$9.79 Million 0.76% of portfolio
33,820
Q4 2024 Added 31.47%
$0
$9.7 Million 0.75% of portfolio
355,039
Q4 2024 Added 75.03%
$0
$9.29 Million 0.72% of portfolio
104,637
Q4 2024 Added 0.44%
$1.28T
$9.24 Million 0.71% of portfolio
22,869
Q4 2024 Added 62.35%
$0
$9.12 Million 0.7% of portfolio
15,559
Q4 2024 Reduced 29.13%
$0
$8.84 Million 0.68% of portfolio
52,192
Q4 2024 Reduced 36.76%
$0
$8.53 Million 0.66% of portfolio
150,987
Q4 2024 Reduced 0.57%
$559B
$8.38 Million 0.65% of portfolio
26,526
Q4 2024 Reduced 24.45%
$0
$8.39 Million 0.65% of portfolio
190,606
Q4 2024 Added 3.13%
$89.2B
$8.17 Million 0.63% of portfolio
33,753
Q4 2024 Added 1.58%
$0
$8.06 Million 0.62% of portfolio
140,111
Q4 2024 Added 1.25%
$0
$7.87 Million 0.61% of portfolio
223,143
Q4 2024 Added 850.23%
$0
$7.61 Million 0.59% of portfolio
100,775
Q4 2024 Added 15.28%
$0
$7.54 Million 0.58% of portfolio
65,291
Q4 2024 Added 8.87%
$0
$7.19 Million 0.56% of portfolio
167,416
Q4 2024 Added 2.36%
$71B
$7.19 Million 0.56% of portfolio
229,402
Q4 2024 Added 0.56%
$126B
$7.11 Million 0.55% of portfolio
24,288
Q4 2024 Added 1.61%
$0
$7.13 Million 0.55% of portfolio
40,663
Q4 2024 Added 4.39%
$422B
$6.81 Million 0.53% of portfolio
10
Q4 2024 Added 11.11%
$0
$6.76 Million 0.52% of portfolio
141,261
Q4 2024 Added 1.15%
$0
$6.59 Million 0.51% of portfolio
519,062
Q4 2024 Reduced 4.02%
$0
$6.53 Million 0.5% of portfolio
11,095
Q4 2024 Reduced 20.47%
$266B
$6.44 Million 0.5% of portfolio
71,329
Q4 2024 Reduced 3.4%
$0
$6.39 Million 0.49% of portfolio
119,196
Q4 2024 Added 1.65%
$507B
$6.19 Million 0.48% of portfolio
12,237
Q4 2024 Reduced 1.64%
$3.08B
$5.9 Million 0.46% of portfolio
338,989
Q4 2024 Reduced 7.83%
$0
$5.91 Million 0.46% of portfolio
45,977
Q4 2024 Added 4.67%
$63.2B
$5.95 Million 0.46% of portfolio
303,652
Q4 2024 Reduced 4.85%
$0
$5.88 Million 0.45% of portfolio
163,879
Q4 2024 Added 102.53%

Summary

  • Portfolio
  • No. of Stocks 667
  • Current Value $1.3 Billion
  • Prior Value $1.34 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 49 stocks
  • Additional Purchases 311 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 254 stocks
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