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
$4.16T
$45.5 Million 3.41% of portfolio
195,351
Q3 2024 Added 3.45%
$597B
$39.1 Million 2.93% of portfolio
84,948
Q3 2024 Reduced 4.78%
$3.27T
$36.9 Million 2.76% of portfolio
85,778
Q3 2024 Added 9.0%
$349B
$28.4 Million 2.13% of portfolio
234,124
Q3 2024 Reduced 1.05%
$2.31T
$16.2 Million 1.21% of portfolio
86,973
Q3 2024 Added 4.67%
$444B
$13.9 Million 1.04% of portfolio
118,475
Q3 2024 Added 6.98%
$423B
$13.2 Million 0.99% of portfolio
14,865
Q3 2024 Added 0.79%
$713B
$13.1 Million 0.98% of portfolio
61,962
Q3 2024 Added 5.35%
$1.17T
$12.2 Million 0.91% of portfolio
73,597
Q3 2024 Added 3.49%
$99.4B
$11.9 Million 0.89% of portfolio
69,210
Q3 2024 Added 1,062.61%
$1.36T
$10.5 Million 0.79% of portfolio
18,412
Q3 2024 Reduced 1.87%
$525B
$9.65 Million 0.72% of portfolio
35,109
Q3 2024 Added 5.04%
$478B
$7.27 Million 0.54% of portfolio
12,441
Q3 2024 Added 9.23%
$0
$7.13 Million 0.53% of portfolio
540,794
Q3 2024 Added 5.04%
$3.1B
$6.99 Million 0.52% of portfolio
367,806
Q3 2024 Added 2.15%
$123B
$6.61 Million 0.5% of portfolio
23,903
Q3 2024 Added 4.83%
$413B
$6.21 Million 0.47% of portfolio
9
Q4 2022 Added 12.5%
$381B
$6.2 Million 0.46% of portfolio
38,282
Q3 2024 Added 18.71%
$252B
$5.96 Million 0.45% of portfolio
73,837
Q3 2024 Added 4.35%
$54B
$5.82 Million 0.44% of portfolio
44,312
Q3 2024 Added 5.63%
$403B
$5.88 Million 0.44% of portfolio
33,986
Q3 2024 Added 24.48%
$141B
$5.89 Million 0.44% of portfolio
18,280
Q3 2024 Added 31.48%
$282B
$5.42 Million 0.41% of portfolio
36,783
Q3 2024 Added 9.54%
$317B
$5.52 Million 0.41% of portfolio
27,958
Q3 2024 Added 19.52%
$755B
$5.5 Million 0.41% of portfolio
6,204
Q3 2024 Added 0.83%
$253B
$5.4 Million 0.4% of portfolio
47,593
Q3 2024 Added 5.13%
$155B
$5.23 Million 0.39% of portfolio
19,329
Q3 2024 Added 9.2%
$18.8B
$5.07 Million 0.38% of portfolio
24,652
Q3 2024 Added 299.94%
$142B
$5.12 Million 0.38% of portfolio
60,580
Q3 2024 Added 13.55%
$59.5B
$5.12 Million 0.38% of portfolio
319,141
Q3 2024 Added 5.63%
$91.9B
$5.13 Million 0.38% of portfolio
6,634
Q3 2024 Reduced 2.64%
$45.2B
$4.97 Million 0.37% of portfolio
54,557
Q3 2024 Added 11.1%
$2.68B
$4.99 Million 0.37% of portfolio
39,168
Q3 2024 Reduced 1.25%
$202B
$4.87 Million 0.36% of portfolio
42,695
Q3 2024 Added 6.32%
$405B
$4.35 Million 0.33% of portfolio
10,731
Q3 2024 Reduced 0.56%
$3.19B
$4.34 Million 0.32% of portfolio
25,724
Q3 2024 Added 913.55%
$202B
$4.34 Million 0.32% of portfolio
19,614
Q3 2024 Added 9.98%
$950M
$4.2 Million 0.31% of portfolio
250,362
Q3 2024 Added 8.89%
$246B
$4.18 Million 0.31% of portfolio
78,471
Q3 2024 Added 17.51%
$65.5B
$4.01 Million 0.3% of portfolio
35,830
Q3 2024 Added 7.56%
$112B
$3.99 Million 0.3% of portfolio
17,353
Q3 2024 Added 12.98%
$202B
$3.92 Million 0.29% of portfolio
931
Q3 2024 Added 55.95%
$1.2T
$3.73 Million 0.28% of portfolio
22,312
Q3 2024 Added 1.32%
$1.43T
$3.69 Million 0.28% of portfolio
14,086
Q3 2024 Reduced 11.29%
$105B
$3.76 Million 0.28% of portfolio
38,597
Q3 2024 Reduced 0.38%
$210B
$3.57 Million 0.27% of portfolio
20,992
Q3 2024 Reduced 6.0%
$463B
$3.55 Million 0.27% of portfolio
20,822
Q3 2024 Reduced 22.8%
$74.7B
$3.67 Million 0.27% of portfolio
33,533
Q3 2024 Added 21.93%
$79.5B
$3.55 Million 0.27% of portfolio
13,534
Q3 2024 Added 9.44%

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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