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
$0
$1.39 Million 0.11% of portfolio
228,635
Q4 2024 Reduced 32.85%
$0
$1.36 Million 0.11% of portfolio
46,713
Q4 2024 Reduced 2.64%
$0
$1.4 Million 0.11% of portfolio
10,025
Q4 2024 Added 7.45%
$93.4B
$1.46 Million 0.11% of portfolio
7,255
Q4 2024 Added 1.82%
$0
$1.37 Million 0.11% of portfolio
36,629
Q4 2024 Added 1.91%
$0
$1.38 Million 0.11% of portfolio
73,690
Q4 2024 Added 3.56%
$320B
$1.45 Million 0.11% of portfolio
23,234
Q4 2024 Reduced 7.23%
$0
$1.4 Million 0.11% of portfolio
14,509
Q4 2024 Added 4.84%
$0
$1.37 Million 0.11% of portfolio
26,841
Q4 2024 Added 5.4%
$121B
$1.31 Million 0.1% of portfolio
2,703
Q4 2024 Reduced 21.24%
$307B
$1.29 Million 0.1% of portfolio
29,350
Q4 2024 Reduced 9.3%
$132B
$1.31 Million 0.1% of portfolio
3,627
Q4 2024 Added 0.14%
$79B
$1.25 Million 0.1% of portfolio
13,790
Q4 2024 Added 3.53%
$0
$1.31 Million 0.1% of portfolio
8,992
Q4 2024 Added 4.69%
$0
$1.26 Million 0.1% of portfolio
32,310
Q3 2024 Added 6.42%
$0
$1.27 Million 0.1% of portfolio
33,031
Q4 2024 Reduced 0.1%
$0
$1.32 Million 0.1% of portfolio
18,373
Q4 2024 Added 10.35%
$0
$1.26 Million 0.1% of portfolio
30,526
Q4 2024 Added 1.84%
$0
$1.26 Million 0.1% of portfolio
21,463
Q4 2024 Reduced 0.31%
$0
$1.28 Million 0.1% of portfolio
29,954
Q4 2024 Reduced 3.8%
$30.3B
$1.22 Million 0.09% of portfolio
14,376
Q4 2024 Added 85.64%
$77.9B
$1.13 Million 0.09% of portfolio
3,293
Q4 2024 Reduced 1.85%
$0
$1.13 Million 0.09% of portfolio
74,518
Q4 2024 Reduced 0.27%
$0
$1.18 Million 0.09% of portfolio
49,809
Q4 2024 Added 195.94%
$0
$1.12 Million 0.09% of portfolio
11,771
Q4 2024 Added 3.53%
$39.8B
$1.11 Million 0.09% of portfolio
1,577
Q4 2024 Added 3.55%
$7.89B
$1.22 Million 0.09% of portfolio
80,904
Q4 2024 Added 1.44%
$0
$1.15 Million 0.09% of portfolio
24,067
Q4 2024 Added 22.16%
$7.7B
$1.22 Million 0.09% of portfolio
4,941
Q4 2024 Added 2.66%
$0
$1.22 Million 0.09% of portfolio
30,201
Q4 2024 Reduced 9.39%
$0
$1.12 Million 0.09% of portfolio
17,094
Q4 2024 New
$68.8B
$1.16 Million 0.09% of portfolio
21,502
Q4 2024 Added 0.04%
$0
$1.19 Million 0.09% of portfolio
15,705
Q4 2024 Added 0.26%
$0
$1.11 Million 0.09% of portfolio
13,091
Q4 2024 Added 7.24%
$0
$1.15 Million 0.09% of portfolio
32,760
Q4 2024 Added 7.07%
$480M
$1.23 Million 0.09% of portfolio
56,507
Q4 2024 Reduced 1.05%
$0
$999,000 0.08% of portfolio
30,857
Q4 2024 Reduced 7.39%
$0
$999,000 0.08% of portfolio
17,125
Q4 2024 Reduced 3.66%
$57.1B
$1 Million 0.08% of portfolio
3,453
Q4 2024 Added 0.52%
$0
$1.08 Million 0.08% of portfolio
18,882
Q4 2024 Added 1.08%
$54.8B
$1.03 Million 0.08% of portfolio
20,725
Q4 2024 Reduced 1.37%
$0
$1 Million 0.08% of portfolio
87,312
Q4 2024 Reduced 1.72%
$0
$1.05 Million 0.08% of portfolio
2,613
Q4 2024 Reduced 12.02%
$0
$1.05 Million 0.08% of portfolio
12,974
Q4 2024 Reduced 1.83%
$0
$1.09 Million 0.08% of portfolio
45,447
Q4 2024 Added 50.17%
$0
$1.01 Million 0.08% of portfolio
20,904
Q4 2024 Added 3.77%
$0
$1.02 Million 0.08% of portfolio
20,201
Q4 2024 Added 86.89%
$17.9B
$972,000 0.08% of portfolio
16,611
Q4 2024 Reduced 0.33%
$1.33B
$1.01 Million 0.08% of portfolio
24,000
Q1 2024 New

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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