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
$0
$3.05 Million 0.23% of portfolio
19,813
Q3 2024 Reduced 0.99%
$8.12B
$3.07 Million 0.23% of portfolio
199,500
Q2 2024 Added 3.91%
$130B
$3.02 Million 0.23% of portfolio
7,233
Q3 2024 Reduced 29.67%
$225B
$3.05 Million 0.23% of portfolio
28,716
Q3 2024 Added 63.87%
$86.6B
$3.09 Million 0.23% of portfolio
7,960
Q3 2024 Reduced 1.87%
$0
$3 Million 0.22% of portfolio
71,627
Q3 2024 Added 1.3%
$0
$2.9 Million 0.22% of portfolio
29,586
Q3 2024 Added 3.02%
$0
$2.94 Million 0.22% of portfolio
80,915
Q3 2024 Added 19.11%
$0
$2.93 Million 0.22% of portfolio
11,567
Q3 2024 Added 21.73%
$15.1B
$2.91 Million 0.22% of portfolio
7,741
Q3 2024 Added 3.59%
$62.4B
$2.98 Million 0.22% of portfolio
19,129
Q3 2024 Added 6.8%
$0
$3 Million 0.22% of portfolio
30,363
Q3 2024 Added 1.24%
$0
$2.82 Million 0.21% of portfolio
27,881
Q3 2024 Added 29.2%
$0
$2.75 Million 0.21% of portfolio
56,949
Q3 2024 Added 60.69%
$508B
$2.77 Million 0.21% of portfolio
5,616
Q3 2024 Reduced 19.53%
$0
$2.78 Million 0.21% of portfolio
73,923
Q3 2024 Added 18.39%
$50.9B
$2.62 Million 0.2% of portfolio
19,520
Q3 2024 Added 8.1%
$0
$2.72 Million 0.2% of portfolio
29,058
Q3 2024 Added 1.17%
$55.7B
$2.68 Million 0.2% of portfolio
7,832
Q3 2024 Added 4.62%
$7.51B
$2.73 Million 0.2% of portfolio
18,990
Q3 2024 Reduced 1.65%
$0
$2.62 Million 0.2% of portfolio
29,860
Q3 2024 Added 14.52%
$0
$2.55 Million 0.19% of portfolio
30,689
Q3 2024 Added 5.66%
$57.2B
$2.54 Million 0.19% of portfolio
5,407
Q3 2024 Added 3.44%
$0
$2.53 Million 0.19% of portfolio
61,444
Q3 2024 Added 7.73%
$9.08B
$2.58 Million 0.19% of portfolio
18,808
Q3 2024 Reduced 0.74%
$0
$2.57 Million 0.19% of portfolio
84,986
Q3 2024 Reduced 0.76%
$0
$2.49 Million 0.19% of portfolio
4,711
Q3 2024 Added 3.0%
$0
$2.59 Million 0.19% of portfolio
65,010
Q3 2024 Added 17.44%
$38.4B
$2.55 Million 0.19% of portfolio
13,779
Q3 2024 Added 4.02%
$0
$2.55 Million 0.19% of portfolio
43,044
Q3 2024 Added 25.43%
$149B
$2.48 Million 0.19% of portfolio
85,755
Q3 2024 Added 6.36%
$0
$2.41 Million 0.18% of portfolio
118,012
Q3 2024 New
$40.6B
$2.35 Million 0.18% of portfolio
9,892
Q3 2024 Added 17.78%
$123B
$2.35 Million 0.18% of portfolio
15,336
Q3 2024 Reduced 1.69%
$22.7B
$2.35 Million 0.18% of portfolio
5,484
Q3 2024 Added 3.32%
$616M
$2.43 Million 0.18% of portfolio
55,020
Q3 2024 Added 44.47%
$0
$2.37 Million 0.18% of portfolio
21,449
Q3 2024 Reduced 7.41%
$0
$2.34 Million 0.18% of portfolio
218,016
Q3 2024 Added 0.51%
$77.1B
$2.37 Million 0.18% of portfolio
12,143
Q3 2024 Added 32.39%
$14.6B
$2.26 Million 0.17% of portfolio
38,033
Q3 2024 Added 0.07%
$32.2B
$2.29 Million 0.17% of portfolio
28,479
Q3 2024 Added 3.64%
$168B
$2.29 Million 0.17% of portfolio
8,230
Q3 2024 Reduced 1.78%
$46.2B
$2.3 Million 0.17% of portfolio
7,719
Q3 2024 Added 39.46%
$0
$2.27 Million 0.17% of portfolio
38,403
Q3 2024 Added 5.03%
$0
$2.23 Million 0.17% of portfolio
363,740
Q3 2024 Reduced 2.88%
$167B
$2.24 Million 0.17% of portfolio
53,689
Q3 2024 Added 9.41%
$0
$2.33 Million 0.17% of portfolio
42,463
Q3 2024 Added 6.81%
$61.1B
$2.29 Million 0.17% of portfolio
103,730
Q3 2024 Added 2.43%
$193B
$2.15 Million 0.16% of portfolio
5,494
Q3 2024 Reduced 3.29%

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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