Nations Financial Group Inc, Portfolio Holdings

Nations Financial Group Inc,

$1.5 Billion
Q3 2025

Nations Financial Group Inc, has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.5 Billion distributed in 711 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $43.6M, Apple Inc. with a value of $38.7M, Microsoft Corp with a value of $38.1M, Invesco Qqq Trust, Series 1 with a value of $28.8M, and Ishares Core S&P Mid Cap ETF with a value of $28.1M.

Examining the 13F form we can see an increase of $127M in the current position value, from $1.37B to 1.5B.

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 $1.5 Billion

ETFs: $745 Million

Technology: $222 Million

Financial Services: $134 Million

Industrials: $62.6 Million

Communication Services: $61.1 Million

Consumer Cyclical: $59.7 Million

Healthcare: $54.9 Million

Energy: $50.5 Million

Other: $91.7 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$3.82 Million 0.25% of portfolio	6,243	Q3 2025 Added 6.01%
USTB Victory Portfolios Ii Victorys ETFs	$0	$3.72 Million 0.25% of portfolio	72,882	Q3 2025 Reduced 1.48%
HYG Ishares Tr ETFs	$0	$3.42 Million 0.23% of portfolio	42,178	Q3 2025 Added 1.65%
FIXD First Tr ETF Viii Tcw Opportun ETFs	$0	$3.51 Million 0.23% of portfolio	79,128	Q3 2025 Reduced 12.68%
CIBR First Tr Fd Ii Nasdaq Cybersec ETFs	$0	$3.52 Million 0.23% of portfolio	46,268	Q3 2025 Added 1.15%
VTHR Vanguard Russell 3000 ETF ETFs	$0	$3.35 Million 0.22% of portfolio	11,366	Q3 2025 Reduced 2.46%
EYLD Cambria ETF Tr Emerging Shareh ETFs	$0	$3.28 Million 0.22% of portfolio	88,304	Q3 2025 Added 8.43%
EFAD Proshares Tr Proshares Msci Ea ETFs	$0	$3.33 Million 0.22% of portfolio	78,898	Q3 2025 Added 0.82%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$3.37 Million 0.22% of portfolio	66,433	Q3 2025 Added 34.03%

VCLT Vanguard Lg Trm Corp Bd ETF ETFs	$0	$3.22 Million 0.21% of portfolio	41,472	Q3 2025 Reduced 0.67%
FTGC First Trust Global Tactical CO ETFs	$0	$2.97 Million 0.2% of portfolio	114,834	Q3 2025 Added 1.84%
CGCP Capital Group Core Plus Income ETFs	$0	$3.07 Million 0.2% of portfolio	135,302	Q3 2025 Added 0.02%
IVE Ishares S&P 500 Value ETF ETFs	$0	$2.97 Million 0.2% of portfolio	14,359	Q3 2025 Added 8.3%
PAVE Global X Fds Us Infrastructure ETFs	$0	$2.97 Million 0.2% of portfolio	62,288	Q3 2025 Reduced 3.33%
SIVR Abrdn Silver ETF Trust ETFs	$2.36B	$2.81 Million 0.19% of portfolio	63,067	Q3 2025 New
DGRW Wisdomtree Tr Us Quality Divid ETFs	$0	$2.79 Million 0.19% of portfolio	31,393	Q3 2025 Added 1.59%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$2.9 Million 0.19% of portfolio	50,710	Q3 2025 Reduced 47.6%
RWL Invesco Exchange Traded Fd Tr ETFs	$0	$2.68 Million 0.18% of portfolio	24,261	Q3 2025 Reduced 7.56%

BSTP Innovator Etfs Tr Buffer Step ETFs	$0	$2.71 Million 0.18% of portfolio	74,611	Q3 2025 Added 13.27%
OIH Vaneck ETF Tr Oil Services ETF ETFs	$0	$2.68 Million 0.18% of portfolio	10,326	Q2 2025 New
IAU Ishares Gold Trust ETFs	$65.3B	$2.49 Million 0.17% of portfolio	34,221	Q3 2025 Reduced 7.88%
EMB Ishares Tr ETFs	$0	$2.6 Million 0.17% of portfolio	27,306	Q3 2025 Reduced 2.03%
BIBL Northern Lts Fd Tr Iv ETFs	$0	$2.5 Million 0.17% of portfolio	56,276	Q3 2025 Added 494.13%
JEPQ J P Morgan ETF Tr Nasdaq Equit ETFs	$0	$2.47 Million 0.16% of portfolio	43,023	Q3 2025 Added 1.03%
IWS Ishares Russell Midcap Value E ETFs	$0	$2.34 Million 0.16% of portfolio	16,770	Q3 2025 Reduced 0.65%
PFF Ishares Trust Ishares Pfd And ETFs	$0	$2.47 Million 0.16% of portfolio	78,086	Q3 2025 Added 1.53%
KNG Ft Cboe Vest S&P 500 Dividend ETFs	$0	$2.33 Million 0.16% of portfolio	47,330	Q3 2025 Added 5.0%
EWY Ishares Inc Msci South Korea E ETFs	$0	$2.4 Million 0.16% of portfolio	30,000	Q3 2025 Reduced 0.99%
ITA Ishares Tr ETFs	$0	$2.2 Million 0.15% of portfolio	10,504	Q3 2025 Added 15.38%
IWR Ishares Russell Mid Cap ETF ETFs	$0	$2.32 Million 0.15% of portfolio	24,038	Q3 2025 Reduced 1.41%
COM Direxion Shs ETF Tr Auspice Br ETFs	$0	$2.2 Million 0.15% of portfolio	76,578	Q3 2025 Added 2.75%
XLV Select Sector Spdr Fund Health ETFs	$0	$2.32 Million 0.15% of portfolio	16,686	Q3 2025 Reduced 5.91%
HDV Ishares Core High Dividend ETF ETFs	$0	$2.13 Million 0.14% of portfolio	17,412	Q3 2025 Reduced 3.54%
MGC Vanguard Mega Cap ETF ETFs	$0	$2.12 Million 0.14% of portfolio	8,674	Q3 2025 Reduced 6.53%
VV Vanguard Large Cap ETF ETFs	$0	$2.14 Million 0.14% of portfolio	6,966	Q3 2025 Added 1.53%
XLE Energy Sector Spdr ETFs	$0	$2.16 Million 0.14% of portfolio	24,169	Q3 2025 Reduced 2.89%
IUSV Ishares Core S&P U.S. Value Et ETFs	$0	$1.93 Million 0.13% of portfolio	19,268	Q3 2025 Reduced 0.17%
ICOW Pacer Fds Tr Devel Mrkts Intl ETFs	$0	$1.98 Million 0.13% of portfolio	54,329	Q3 2025 Added 6.36%
XLG Invesco Exchange Traded Fd Tr ETFs	$0	$1.96 Million 0.13% of portfolio	34,052	Q3 2025 Added 1.77%
IWO Ishares Russell 2000 Gwt ETF ETFs	$0	$1.85 Million 0.12% of portfolio	5,787	Q3 2025 Added 0.4%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$1.85 Million 0.12% of portfolio	23,564	Q3 2025 Reduced 2.3%
SPSB Spdr Portfolio Short Term Corp ETFs	$0	$1.81 Million 0.12% of portfolio	59,805	Q3 2025 Reduced 11.54%
BBUS J P Morgan Exchg Traded Fd ETFs	$0	$1.75 Million 0.12% of portfolio	14,539	Q3 2025 Added 1.1%
IUSG Ishares Core S&P U.S Growth Et ETFs	$0	$1.84 Million 0.12% of portfolio	11,206	Q3 2025 Added 0.92%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$1.87 Million 0.12% of portfolio	18,616	Q3 2025 Added 7.71%
FPEI First Tr ETF Iii Instl Pfd Sec ETFs	$0	$1.84 Million 0.12% of portfolio	95,362	Q3 2025 Added 26.34%
XLF Financial Sector Spdr ETFs	$0	$1.74 Million 0.12% of portfolio	32,345	Q3 2025 Reduced 10.84%
CGUS Capital Group Core Equity ETF	$0	$1.78 Million 0.12% of portfolio	45,074	Q3 2025 Added 1.02%
FTCS First Trust Capital Strength E ETFs	$0	$1.8 Million 0.12% of portfolio	19,271	Q3 2025 Reduced 2.69%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$1.77 Million 0.12% of portfolio	22,458	Q3 2025 Reduced 0.39%

Summary

Portfolio
No. of Stocks 711
Current Value $1.5 Billion
Prior Value $1.37 Billion
Filing
Period Q3 2025
Filing Date October 28, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 64 stocks
Additional Purchases 343 stocks
Sold out of 0 stocks
Reduced holdings in 252 stocks

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Nations Financial Group Inc, Portfolio Holdings