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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.11T
$45.5 Million 3.41% of portfolio
195,351
Q3 2024 Added 3.45%
$595B
$39.1 Million 2.93% of portfolio
84,948
Q3 2024 Reduced 4.78%
$3.21T
$36.9 Million 2.76% of portfolio
85,778
Q3 2024 Added 9.0%
$341B
$28.4 Million 2.13% of portfolio
234,124
Q3 2024 Reduced 1.05%
$0
$26.8 Million 2.01% of portfolio
430,482
Q3 2024 Added 0.86%
$0
$23.3 Million 1.74% of portfolio
71,228
Q3 2024 Added 0.76%
$0
$22.6 Million 1.69% of portfolio
46,218
Q3 2024 Added 1.61%
$0
$18.2 Million 1.36% of portfolio
141,842
Q3 2024 Reduced 0.73%
$0
$17.1 Million 1.28% of portfolio
202,843
Q3 2024 Reduced 6.13%
$0
$16.8 Million 1.26% of portfolio
74,490
Q3 2024 Added 1.38%
$2.28T
$16.2 Million 1.21% of portfolio
86,973
Q3 2024 Added 4.67%
$0
$15.8 Million 1.19% of portfolio
60,056
Q3 2024 Added 1.76%
$0
$14.4 Million 1.08% of portfolio
82,526
Q3 2024 Added 11.36%
$444B
$13.9 Million 1.04% of portfolio
118,475
Q3 2024 Added 6.98%
$416B
$13.2 Million 0.99% of portfolio
14,865
Q3 2024 Added 0.79%
$708B
$13.1 Million 0.98% of portfolio
61,962
Q3 2024 Added 5.35%
$0
$12.6 Million 0.94% of portfolio
32,706
Q3 2024 Added 1.71%
$0
$12.6 Million 0.94% of portfolio
21,954
Q3 2024 Reduced 1.45%
$1.17T
$12.2 Million 0.91% of portfolio
73,597
Q3 2024 Added 3.49%
$97.9B
$11.9 Million 0.89% of portfolio
69,210
Q3 2024 Added 1,062.61%
$0
$11.7 Million 0.87% of portfolio
41,176
Q3 2024 Added 19.37%
$1.36T
$10.5 Million 0.79% of portfolio
18,412
Q3 2024 Reduced 1.87%
$0
$10.3 Million 0.77% of portfolio
83,336
Q3 2024 Added 3.26%
$521B
$9.65 Million 0.72% of portfolio
35,109
Q3 2024 Added 5.04%
$0
$9.51 Million 0.71% of portfolio
104,176
Q3 2024 Reduced 0.31%
$0
$8.78 Million 0.66% of portfolio
151,857
Q3 2024 Added 37.55%
$0
$8.84 Million 0.66% of portfolio
184,827
Q3 2024 Added 2.48%
$0
$8.23 Million 0.62% of portfolio
138,377
Q3 2024 Added 19.19%
$83.3B
$8.08 Million 0.6% of portfolio
33,227
Q3 2024 Added 7.9%
$0
$8.05 Million 0.6% of portfolio
13,950
Q3 2024 Added 7.74%
$0
$7.38 Million 0.55% of portfolio
139,655
Q3 2024 Added 2.62%
$0
$7.4 Million 0.55% of portfolio
163,553
Q3 2024 Added 3.27%
$0
$7.17 Million 0.54% of portfolio
59,974
Q3 2024 Added 69.69%
$477B
$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%
$0
$6.98 Million 0.52% of portfolio
38,954
Q3 2024 Added 4.31%
$123B
$6.61 Million 0.5% of portfolio
23,903
Q3 2024 Added 4.83%
$67.6B
$6.64 Million 0.5% of portfolio
228,135
Q3 2024 Added 3.96%
$0
$6.62 Million 0.5% of portfolio
142,325
Q3 2024 Added 5.96%
$0
$6.38 Million 0.48% of portfolio
87,416
Q3 2024 Added 23.21%
$411B
$6.21 Million 0.47% of portfolio
9
Q4 2022 Added 12.5%
$0
$6.29 Million 0.47% of portfolio
117,261
Q3 2024 Added 1.61%
$0
$6.17 Million 0.46% of portfolio
211,280
Q3 2024 Added 0.83%
$379B
$6.2 Million 0.46% of portfolio
38,282
Q3 2024 Added 18.71%
$249B
$5.96 Million 0.45% of portfolio
73,837
Q3 2024 Added 4.35%
$0
$5.84 Million 0.44% of portfolio
61,722
Q3 2024 Added 9.01%
$54.2B
$5.82 Million 0.44% of portfolio
44,312
Q3 2024 Added 5.63%
$402B
$5.88 Million 0.44% of portfolio
33,986
Q3 2024 Added 24.48%

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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