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
$140B
$5.89 Million 0.44% of portfolio
18,280
Q3 2024 Added 31.48%
$0
$5.67 Million 0.42% of portfolio
62,818
Q3 2024 Added 4.87%
$0
$5.61 Million 0.42% of portfolio
71,836
Q3 2024 Added 2.43%
$282B
$5.42 Million 0.41% of portfolio
36,783
Q3 2024 Added 9.54%
$315B
$5.52 Million 0.41% of portfolio
27,958
Q3 2024 Added 19.52%
$744B
$5.5 Million 0.41% of portfolio
6,204
Q3 2024 Added 0.83%
$0
$5.52 Million 0.41% of portfolio
43,924
Q3 2024 Added 0.54%
$253B
$5.4 Million 0.4% of portfolio
47,593
Q3 2024 Added 5.13%
$154B
$5.23 Million 0.39% of portfolio
19,329
Q3 2024 Added 9.2%
$0
$5.21 Million 0.39% of portfolio
26,441
Q3 2024 Added 9.18%
$18.6B
$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%
$91.4B
$5.13 Million 0.38% of portfolio
6,634
Q3 2024 Reduced 2.64%
$45.1B
$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%
$14.2B
$4.75 Million 0.36% of portfolio
167,223
Q3 2024 Added 0.69%
$0
$4.7 Million 0.35% of portfolio
51,749
Q3 2024 Added 2.95%
$0
$4.64 Million 0.35% of portfolio
19,564
Q3 2024 Added 125.89%
$0
$4.56 Million 0.34% of portfolio
47,610
Q3 2024 Reduced 4.34%
$0
$4.38 Million 0.33% of portfolio
80,485
Q3 2024 Added 12.22%
$402B
$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%
$200B
$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%
$245B
$4.18 Million 0.31% of portfolio
78,471
Q3 2024 Added 17.51%
$65.3B
$4.01 Million 0.3% of portfolio
35,830
Q3 2024 Added 7.56%
$0
$3.97 Million 0.3% of portfolio
35,172
Q3 2024 Added 1.93%
$0
$4.06 Million 0.3% of portfolio
88,379
Q3 2024 Added 6.73%
$112B
$3.99 Million 0.3% of portfolio
17,353
Q3 2024 Added 12.98%
$200B
$3.92 Million 0.29% of portfolio
931
Q3 2024 Added 55.95%
$0
$3.81 Million 0.29% of portfolio
72,361
Q3 2024 Added 7.78%
$1.18T
$3.73 Million 0.28% of portfolio
22,312
Q3 2024 Added 1.32%
$1.36T
$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%
$211B
$3.57 Million 0.27% of portfolio
20,992
Q3 2024 Reduced 6.0%
$456B
$3.55 Million 0.27% of portfolio
20,822
Q3 2024 Reduced 22.8%
$0
$3.55 Million 0.27% of portfolio
19,493
Q3 2024 Added 8.45%
$74.3B
$3.67 Million 0.27% of portfolio
33,533
Q3 2024 Added 21.93%
$78.8B
$3.55 Million 0.27% of portfolio
13,534
Q3 2024 Added 9.44%
$0
$3.61 Million 0.27% of portfolio
33,044
Q3 2024 New
$115B
$3.43 Million 0.26% of portfolio
11,880
Q3 2024 Added 11.34%
$224B
$3.42 Million 0.26% of portfolio
9,688
Q3 2024 Added 2.88%
$216B
$3.53 Million 0.26% of portfolio
11,593
Q3 2024 Added 6.18%
$73.1B
$3.35 Million 0.25% of portfolio
11,083
Q3 2024 Added 13.08%
$0
$3.2 Million 0.24% of portfolio
69,693
Q3 2024 Added 15.59%
$0
$3.19 Million 0.24% of portfolio
130,425
Q3 2024 Added 0.29%
$177B
$3.23 Million 0.24% of portfolio
18,985
Q3 2024 Added 17.55%
$22.7B
$3.15 Million 0.24% of portfolio
66,043
Q3 2024 Added 134.4%

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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