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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$0 0.0% of portfolio
-
Q3 2025 Added 33.17%
Arista Networks Inc Com Shs
-
$0 0.0% of portfolio
-
Q3 2025 Added 20.53%
Te Connectivity PLC Ord Shs
-
$0 0.0% of portfolio
-
Q3 2025 Added 3.48%
$0
$0 0.0% of portfolio
17,280
Q3 2025 Reduced 2.22%
T. Rowe Price Capital Appreciation Equity ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 4.39%
$246M
$72,000 0.0% of portfolio
14,500
Q1 2025 New
Blackrock Inc Com
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.18%
-
$0 0.0% of portfolio
-
Q3 2025 Added 69.44%
Talen Energy Corp Com
-
$0 0.0% of portfolio
-
Q3 2025 New
Tweedy Browne Insider Value ETF Trust Units
-
$0 0.0% of portfolio
-
Q3 2025 New
Inspire 500 ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 669.1%
-
$0 0.0% of portfolio
-
Q3 2025 Added 39.44%
$0
$0 0.0% of portfolio
7,178
Q3 2025 Added 5.64%
Innovator U.S. Small Cap Power Buffer ETF January
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 1.24%
Jpmorgan Mortgage Backed Securities ETF
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 6.84%
Linde PLC Shs
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.27%
Ft Vest Us Equity Moderate Buffer ETF February
-
$0 0.0% of portfolio
-
Q1 2024 New
Capital Group Core Balanced ETF
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 1.65%
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 5.99%
Ft Vest U.S. Equity Moderate Buffer ETF September
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 22.04%
Intuitive Machines Inc Class A Com
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 8.41%
-
$0 0.0% of portfolio
-
Q3 2025 Added 7.86%
$0
$0 0.0% of portfolio
13,553
Q3 2025 Added 3.24%
-
$0 0.0% of portfolio
-
Q3 2025 Added 3.82%
Annaly Capital Management Inc Com New
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 4.36%
$0
$0 0.0% of portfolio
7,387
Q3 2025 Added 6.01%
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 14.42%
Ft Vest U.S. Equity Moderate Buffer ETF June
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 1.49%
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 22.1%
$0
$0 0.0% of portfolio
7,360
Q3 2025 Added 5.69%
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.04%
Ft Vest U.S. Equity Moderate Buffer ETF Jan
-
$0 0.0% of portfolio
-
Q2 2025 Added 1.44%
$0
$0 0.0% of portfolio
24,553
Q3 2025 Reduced 1.5%
-
$0 0.0% of portfolio
-
Q3 2025 Added 3.58%
$1.3B
$36,000 0.0% of portfolio
15,645
Q3 2025 Reduced 13.78%
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.11%
$0
$0 0.0% of portfolio
17,998
Q3 2025 Reduced 4.21%
$0
$74,000 0.0% of portfolio
14,411
Q3 2025 Reduced 0.17%
Bitmine Immersion Tecnologies Com New
-
$0 0.0% of portfolio
-
Q3 2025 New
Bny Mellon Dynamic Value ETF
-
$0 0.0% of portfolio
-
Q3 2025 New
Fidelity Enhanced Large Cap Growth ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 19.2%
Capital Group Conservative Equity ETF
-
$0 0.0% of portfolio
-
Q3 2025 New
Capital Group U.S. Small And Mid Cap ETF
-
$0 0.0% of portfolio
-
Q3 2025 New
Clearbridge Energy Midstrm Opp Rt Exp 101025
-
$0 0.0% of portfolio
-
Q3 2025 New
Fidelity Enhanced Large Cap Core ETF
-
$0 0.0% of portfolio
-
Q3 2025 New
Fidelity Enhanced Small Cap ETF
-
$0 0.0% of portfolio
-
Q3 2025 New
First Eagle Global Equity ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 8.16%
-
$0 0.0% of portfolio
-
Q3 2025 Added 1.39%
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.56%

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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