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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$115B
$3.43 Million 0.26% of portfolio
11,880
Q3 2024 Added 11.34%
$227B
$3.42 Million 0.26% of portfolio
9,688
Q3 2024 Added 2.88%
$217B
$3.53 Million 0.26% of portfolio
11,593
Q3 2024 Added 6.18%
$73.2B
$3.35 Million 0.25% of portfolio
11,083
Q3 2024 Added 13.08%
$0
$3.19 Million 0.24% of portfolio
130,425
Q3 2024 Added 0.29%
$178B
$3.23 Million 0.24% of portfolio
18,985
Q3 2024 Added 17.55%
$22.7B
$3.15 Million 0.24% of portfolio
66,043
Q3 2024 Added 134.4%
$8.17B
$3.07 Million 0.23% of portfolio
199,500
Q2 2024 Added 3.91%
$131B
$3.02 Million 0.23% of portfolio
7,233
Q3 2024 Reduced 29.67%
$228B
$3.05 Million 0.23% of portfolio
28,716
Q3 2024 Added 63.87%
$87.6B
$3.09 Million 0.23% of portfolio
7,960
Q3 2024 Reduced 1.87%
$15.1B
$2.91 Million 0.22% of portfolio
7,741
Q3 2024 Added 3.59%
$62.8B
$2.98 Million 0.22% of portfolio
19,129
Q3 2024 Added 6.8%
$511B
$2.77 Million 0.21% of portfolio
5,616
Q3 2024 Reduced 19.53%
$51.4B
$2.62 Million 0.2% of portfolio
19,520
Q3 2024 Added 8.1%
$56.4B
$2.68 Million 0.2% of portfolio
7,832
Q3 2024 Added 4.62%
$57.9B
$2.54 Million 0.19% of portfolio
5,407
Q3 2024 Added 3.44%
$9.1B
$2.58 Million 0.19% of portfolio
18,808
Q3 2024 Reduced 0.74%
$38.4B
$2.55 Million 0.19% of portfolio
13,779
Q3 2024 Added 4.02%
$149B
$2.48 Million 0.19% of portfolio
85,755
Q3 2024 Added 6.36%
$0
$2.41 Million 0.18% of portfolio
118,012
Q3 2024 New
$40.9B
$2.35 Million 0.18% of portfolio
9,892
Q3 2024 Added 17.78%
$125B
$2.35 Million 0.18% of portfolio
15,336
Q3 2024 Reduced 1.69%
$23.1B
$2.35 Million 0.18% of portfolio
5,484
Q3 2024 Added 3.32%
$616M
$2.43 Million 0.18% of portfolio
55,020
Q3 2024 Added 44.47%
$0
$2.34 Million 0.18% of portfolio
218,016
Q3 2024 Added 0.51%
$77.5B
$2.37 Million 0.18% of portfolio
12,143
Q3 2024 Added 32.39%
$14.8B
$2.26 Million 0.17% of portfolio
38,033
Q3 2024 Added 0.07%
$32.3B
$2.29 Million 0.17% of portfolio
28,479
Q3 2024 Added 3.64%
$168B
$2.29 Million 0.17% of portfolio
8,230
Q3 2024 Reduced 1.78%
$47.3B
$2.3 Million 0.17% of portfolio
7,719
Q3 2024 Added 39.46%
$0
$2.23 Million 0.17% of portfolio
363,740
Q3 2024 Reduced 2.88%
$168B
$2.24 Million 0.17% of portfolio
53,689
Q3 2024 Added 9.41%
$61.3B
$2.29 Million 0.17% of portfolio
103,730
Q3 2024 Added 2.43%
$194B
$2.15 Million 0.16% of portfolio
5,494
Q3 2024 Reduced 3.29%
$56B
$2.08 Million 0.16% of portfolio
41,651
Q3 2024 Added 5.65%
$0
$2.12 Million 0.16% of portfolio
340,478
Q3 2024 Added 8.56%
$168B
$2.12 Million 0.16% of portfolio
47,125
Q3 2024 Added 5.27%
$60.7B
$2.17 Million 0.16% of portfolio
7,724
Q3 2024 Added 5.58%
$198B
$2.05 Million 0.15% of portfolio
17,238
Q3 2024 Reduced 15.88%
$2.07B
$2.05 Million 0.15% of portfolio
22,080
Q3 2024 Added 8.81%
$128B
$2.01 Million 0.15% of portfolio
3,432
Q3 2024 Added 13.64%
$30.2B
$1.98 Million 0.15% of portfolio
36,974
Q3 2024 Added 1.61%
$164B
$1.99 Million 0.15% of portfolio
3,860
Q3 2024 Added 13.46%
$11.1B
$1.81 Million 0.14% of portfolio
7,156
Q3 2024 Added 4.59%
$342B
$1.83 Million 0.14% of portfolio
6,704
Q3 2024 Added 0.87%
$32.8B
$1.83 Million 0.14% of portfolio
28,922
Q3 2024 Added 48.27%
$105B
$1.85 Million 0.14% of portfolio
3,981
Q3 2024 Added 6.02%
$35.3B
$1.89 Million 0.14% of portfolio
4,917
Q3 2024 Added 19.26%

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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