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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.25T
$44.3 Million 3.42% of portfolio
176,963
Q4 2024 Reduced 9.41%
$687B
$31.4 Million 2.42% of portfolio
69,204
Q4 2024 Reduced 18.53%
$2.89T
$31 Million 2.39% of portfolio
73,454
Q4 2024 Reduced 14.37%
$276B
$30.4 Million 2.34% of portfolio
226,077
Q4 2024 Reduced 3.44%
$1.86T
$15.8 Million 1.22% of portfolio
72,129
Q4 2024 Reduced 17.07%
$688B
$15.3 Million 1.18% of portfolio
63,661
Q4 2024 Added 2.74%
$431B
$12.8 Million 0.99% of portfolio
119,426
Q4 2024 Added 0.8%
$72.2B
$12.8 Million 0.99% of portfolio
55,142
Q4 2024 Reduced 20.33%
$433B
$11.9 Million 0.92% of portfolio
12,999
Q4 2024 Reduced 12.55%
$931B
$10.7 Million 0.83% of portfolio
56,643
Q4 2024 Reduced 23.04%
$1.17T
$10.6 Million 0.82% of portfolio
17,946
Q4 2024 Reduced 2.53%
$2.91B
$9.79 Million 0.76% of portfolio
33,820
Q4 2024 Added 31.47%
$797B
$9.24 Million 0.71% of portfolio
22,869
Q4 2024 Added 62.35%
$548B
$8.38 Million 0.65% of portfolio
26,526
Q4 2024 Reduced 24.45%
$66B
$7.19 Million 0.56% of portfolio
229,402
Q4 2024 Added 0.56%
$125B
$7.11 Million 0.55% of portfolio
24,288
Q4 2024 Added 1.61%
$0
$6.59 Million 0.51% of portfolio
519,062
Q4 2024 Reduced 4.02%
$257B
$6.44 Million 0.5% of portfolio
71,329
Q4 2024 Reduced 3.4%
$549B
$6.19 Million 0.48% of portfolio
12,237
Q4 2024 Reduced 1.64%
$3.09B
$5.9 Million 0.46% of portfolio
338,989
Q4 2024 Reduced 7.83%
$51.9B
$5.95 Million 0.46% of portfolio
303,652
Q4 2024 Reduced 4.85%
$37.3B
$5.56 Million 0.43% of portfolio
55,389
Q4 2024 Added 1.53%
$401B
$5.51 Million 0.43% of portfolio
32,861
Q4 2024 Reduced 3.31%
$265B
$5.39 Million 0.42% of portfolio
37,220
Q4 2024 Added 1.19%
$404B
$5.29 Million 0.41% of portfolio
36,559
Q4 2024 Reduced 4.5%
$139B
$4.89 Million 0.38% of portfolio
19,830
Q4 2024 Added 2.59%
$3.68B
$4.77 Million 0.37% of portfolio
170,489
Q4 2024 New
$224B
$4.74 Million 0.37% of portfolio
41,871
Q4 2024 Reduced 1.93%
$157B
$4.83 Million 0.37% of portfolio
18,521
Q4 2024 Added 1.32%
$236B
$4.73 Million 0.36% of portfolio
79,843
Q4 2024 Added 1.75%
$17.9B
$4.71 Million 0.36% of portfolio
91,686
Q4 2024 Added 38.83%
$47.1B
$4.64 Million 0.36% of portfolio
40,727
Q4 2024 Reduced 8.09%
$21.3B
$4.62 Million 0.36% of portfolio
25,294
Q4 2024 Added 2.6%
$8.65B
$4.56 Million 0.35% of portfolio
296,172
Q4 2024 New
$214B
$4.49 Million 0.35% of portfolio
20,438
Q4 2024 Added 4.2%
$133B
$4.43 Million 0.34% of portfolio
61,862
Q4 2024 Added 2.12%
$59.7B
$4.33 Million 0.33% of portfolio
34,951
Q4 2024 Added 4.23%
$94.9B
$4.26 Million 0.33% of portfolio
6,758
Q4 2024 Added 1.87%
$181B
$4.02 Million 0.31% of portfolio
809
Q4 2024 Reduced 13.1%
$186B
$3.91 Million 0.3% of portfolio
97,698
Q4 2024 Added 107.32%
$68.6B
$3.86 Million 0.3% of portfolio
37,348
Q4 2024 Added 4.24%
$91.9B
$3.81 Million 0.29% of portfolio
17,930
Q4 2024 Added 3.33%
$124B
$3.74 Million 0.29% of portfolio
141,049
Q4 2024 Added 64.48%
$366B
$3.65 Million 0.28% of portfolio
9,373
Q4 2024 Reduced 12.65%
$96B
$3.56 Million 0.28% of portfolio
39,104
Q4 2024 Added 1.31%
$2.6B
$3.64 Million 0.28% of portfolio
29,691
Q4 2024 Reduced 24.2%
$183B
$3.53 Million 0.27% of portfolio
10,031
Q4 2024 Added 3.54%
$71.7B
$3.55 Million 0.27% of portfolio
14,000
Q4 2024 Added 3.44%
$363B
$3.54 Million 0.27% of portfolio
21,270
Q4 2024 Added 2.15%

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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