Transamerica Financial Advisors
Latest statistics and disclosures from Transamerica Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TUG, VV, QQQ, BND, VO, and represent 30.86% of Transamerica Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: QQQ (+$26M), VO (+$20M), PFI (+$13M), NVDA (+$8.8M), SHY (+$8.3M), SCHP (+$8.3M), SPLG (+$7.6M), ETN (+$7.0M), AAPL (+$6.9M), DXCM (+$6.1M).
- Started 76 new stock positions in SIVR, ALL, IDLV, AXP, LNT, LOGI, AAPL, GL, HAS, VOT.
- Reduced shares in these 10 stocks: SGLC (-$20M), DYTA (-$20M), IWR (-$20M), PXI (-$14M), IWP (-$11M), PULS (-$8.0M), TIP (-$7.6M), TLT (-$5.6M), SHM (-$5.6M), LQD.
- Sold out of its positions in AMLP, BIIB, CDNS, CASY, CNC, CHTR, ED, CPRT, CRWD, EIX.
- Transamerica Financial Advisors was a net buyer of stock by $201M.
- Transamerica Financial Advisors has $982M in assets under management (AUM), dropping by 35.61%.
- Central Index Key (CIK): 0001502149
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Portfolio Holdings for Transamerica Financial Advisors
Transamerica Financial Advisors holds 604 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Transamerica Financial Advisors has 604 total positions. Only the first 250 positions are shown.
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- Download the Transamerica Financial Advisors March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Listed Fd Tr Stf Tactical Grw (TUG) | 17.1 | $168M | 5.3M | 31.80 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 6.6 | $65M | +4% | 270k | 239.76 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.6 | $26M | NEW | 59k | 444.01 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.4 | $24M | +7% | 331k | 72.63 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 2.1 | $20M | NEW | 81k | 249.87 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.8 | $18M | +6% | 356k | 50.17 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.7 | $17M | +27% | 150k | 110.52 |
|
| Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN) | 1.6 | $16M | 113k | 139.55 |
|
|
| Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PEZ) | 1.4 | $14M | 146k | 96.54 |
|
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.4 | $14M | +15% | 226k | 62.06 |
|
| Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) | 1.4 | $14M | 239k | 57.38 |
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| Invesco Exchange Traded Fd T Dorsey Wrgt Finl (PFI) | 1.4 | $13M | +11602% | 269k | 49.71 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.3 | $12M | +208% | 151k | 81.78 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 1.1 | $11M | +9% | 381k | 29.46 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.1 | $11M | +15% | 61k | 182.69 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $11M | +377% | 12k | 903.60 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.9 | $9.0M | 104k | 86.49 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.9 | $8.5M | +21% | 41k | 208.29 |
|
| Listed Fd Tr Stf Tac Gw & Inc (TUGN) | 0.9 | $8.5M | 359k | 23.60 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.8 | $8.3M | +995112% | 159k | 52.16 |
|
| Eaton Corp SH (ETN) | 0.8 | $7.7M | +933% | 25k | 312.70 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.8 | $7.6M | +323200% | 123k | 61.54 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.8 | $7.5M | +277% | 166k | 45.11 |
|
| Microsoft Corporation (MSFT) | 0.8 | $7.4M | +110% | 18k | 420.76 |
|
| Eli Lilly & Co. (LLY) | 0.7 | $7.2M | +253% | 9.3k | 777.95 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.7 | $6.9M | +8% | 140k | 49.20 |
|
| Apple (AAPL) | 0.7 | $6.9M | NEW | 40k | 171.48 |
|
| Home Depot (HD) | 0.7 | $6.8M | +214% | 18k | 383.64 |
|
| Dex (DXCM) | 0.7 | $6.7M | +999% | 48k | 138.71 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.7 | $6.6M | +32% | 101k | 65.87 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.7 | $6.6M | +275% | 235k | 27.94 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.7 | $6.5M | +3% | 68k | 94.66 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.6 | $6.3M | +8% | 177k | 35.80 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $6.3M | +218% | 8.6k | 732.58 |
|
| Meta Platforms Cl A (META) | 0.6 | $6.2M | +923% | 13k | 485.59 |
|
| Synopsys (SNPS) | 0.6 | $6.0M | +508% | 11k | 571.56 |
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.6 | $6.0M | +263% | 212k | 28.18 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.6 | $5.9M | NEW | 56k | 104.73 |
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.6 | $5.7M | +418% | 142k | 40.06 |
|
| Amazon (AMZN) | 0.6 | $5.7M | NEW | 31k | 180.40 |
|
| Intuit (INTU) | 0.6 | $5.6M | +189% | 8.7k | 650.03 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.6 | $5.6M | NEW | 24k | 235.82 |
|
| Servicenow (NOW) | 0.6 | $5.5M | +982% | 7.2k | 762.45 |
|
| Visa Com Cl A (V) | 0.5 | $5.3M | +989% | 19k | 279.10 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $5.2M | +940% | 35k | 150.95 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.5 | $5.2M | -52% | 54k | 94.62 |
|
| Nxp Semiconductors N V (NXPI) | 0.5 | $5.1M | +985% | 21k | 247.78 |
|
| TJX Companies (TJX) | 0.5 | $5.0M | +1375% | 50k | 101.44 |
|
| Arista Networks (ANET) | 0.5 | $5.0M | NEW | 17k | 290.00 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.5 | $4.9M | +10% | 170k | 29.02 |
|
| Freeport-mcmoran CL B (FCX) | 0.5 | $4.9M | +1021% | 104k | 47.02 |
|
| Procter & Gamble Company (PG) | 0.5 | $4.8M | +167% | 30k | 162.25 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.5 | $4.8M | 63k | 77.32 |
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| O'reilly Automotive (ORLY) | 0.5 | $4.8M | +997% | 4.3k | 1128.97 |
|
| Intuitive Surgical Com New (ISRG) | 0.5 | $4.8M | +1001% | 12k | 399.09 |
|
| Martin Marietta Materials (MLM) | 0.5 | $4.7M | +993% | 7.7k | 613.94 |
|
| Sherwin-Williams Company (SHW) | 0.5 | $4.7M | +996% | 14k | 347.35 |
|
| Darden Restaurants (DRI) | 0.5 | $4.7M | +986% | 28k | 167.15 |
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| Ishares Tr Core Msci Total (IXUS) | 0.5 | $4.7M | NEW | 69k | 67.86 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.5 | $4.6M | NEW | 105k | 44.06 |
|
| Spdr Index Sh Fds S&p Emktsc Etf (EWX) | 0.5 | $4.6M | +10% | 82k | 55.80 |
|
| Accenture Plc Ireland Sh Class A (ACN) | 0.5 | $4.6M | +374% | 13k | 346.61 |
|
| Adobe Systems Incorporated (ADBE) | 0.5 | $4.6M | +85% | 9.0k | 504.65 |
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| Select Sector Spdr Tr Financial (XLF) | 0.5 | $4.5M | +41% | 106k | 42.12 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.5 | $4.5M | +15% | 112k | 39.81 |
|
| Boston Scientific Corporation (BSX) | 0.4 | $4.4M | +1016% | 64k | 68.50 |
|
| Cintas Corporation (CTAS) | 0.4 | $4.3M | +2380% | 6.3k | 687.06 |
|
| Pioneer Natural Resources (PXD) | 0.4 | $4.3M | +413% | 16k | 262.50 |
|
| UnitedHealth (UNH) | 0.4 | $4.3M | +975% | 8.6k | 494.67 |
|
| Roper Industries (ROP) | 0.4 | $4.3M | +681% | 7.6k | 560.95 |
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| Parker-Hannifin Corporation (PH) | 0.4 | $4.2M | +377500% | 7.6k | 555.75 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.4 | $4.1M | +102% | 28k | 147.76 |
|
| Zoetis Cl A (ZTS) | 0.4 | $4.1M | +148% | 24k | 169.25 |
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| Cme (CME) | 0.4 | $3.9M | +303% | 18k | 215.32 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.4 | $3.9M | -5% | 44k | 89.69 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.4 | $3.9M | -5% | 50k | 77.74 |
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| Old Dominion Freight Line (ODFL) | 0.4 | $3.8M | +2068% | 17k | 219.35 |
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| Moody's Corporation (MCO) | 0.4 | $3.7M | +1000% | 9.4k | 393.02 |
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| Arthur J. Gallagher & Co. (AJG) | 0.4 | $3.7M | +993% | 15k | 250.09 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.4 | $3.5M | +19% | 81k | 43.05 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.3 | $3.3M | +6% | 52k | 63.85 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.3 | $3.3M | +13% | 40k | 81.67 |
|
| The Trade Desk Com Cl A (TTD) | 0.3 | $3.2M | +995% | 37k | 87.44 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.3 | $3.2M | +415% | 63k | 50.75 |
|
| Ishares Tr National Mun Etf (MUB) | 0.3 | $3.2M | +2934500% | 29k | 107.61 |
|
| Franklin Templeton Etf Tr Us Treasury Bond (FLGV) | 0.3 | $3.1M | +1082% | 153k | 20.49 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $3.1M | 53k | 58.08 |
|
|
| First Tr Exchange-traded Nasdq Semcndtr (FTXL) | 0.3 | $2.8M | +51% | 31k | 90.54 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $2.8M | +16% | 11k | 260.74 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $2.8M | 15k | 182.66 |
|
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| First Tr Exchange Traded Indls Prod Dur (FXR) | 0.3 | $2.8M | +56% | 38k | 72.97 |
|
| Angel Oak Funds Trust Oak Ultrashort (UYLD) | 0.3 | $2.8M | +809% | 55k | 50.88 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.3 | $2.8M | NEW | 48k | 57.97 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.3 | $2.7M | NEW | 13k | 205.12 |
|
| First Tr Nasdaq 100 Tech Ind SH (QTEC) | 0.3 | $2.7M | +51% | 14k | 190.68 |
|
| First Tr Exchange Traded Consumr Discre (FXD) | 0.3 | $2.7M | +54% | 42k | 64.55 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $2.6M | -4% | 28k | 94.41 |
|
| Chevron Corporation (CVX) | 0.3 | $2.6M | +141% | 17k | 157.75 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.3 | $2.6M | +23% | 37k | 71.36 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $2.3M | -44% | 12k | 200.34 |
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.2 | $2.3M | +6% | 55k | 42.15 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $2.2M | +43% | 16k | 135.11 |
|
| Spdr Ser Tr Portfolio Crport (SPBO) | 0.2 | $2.1M | +201% | 72k | 29.11 |
|
| Broadcom (AVGO) | 0.2 | $2.1M | +9% | 1.6k | 1325.18 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.2 | $2.0M | NEW | 17k | 116.88 |
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| Angel Oak Funds Trust Income Etf (CARY) | 0.2 | $2.0M | +638% | 98k | 20.55 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.9M | 12k | 169.39 |
|
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| Ishares Msci Eurzone Etf (EZU) | 0.2 | $1.9M | +34% | 38k | 51.06 |
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| First Tr Exch Trd Alphdx Japan Alphadex (FJP) | 0.2 | $1.8M | -18% | 33k | 55.14 |
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| Caterpillar (CAT) | 0.2 | $1.8M | +16% | 4.8k | 366.52 |
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| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.2 | $1.7M | +3415500% | 34k | 49.01 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $1.7M | -5% | 17k | 97.97 |
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| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.2 | $1.6M | 11k | 154.94 |
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| Qualcomm (QCOM) | 0.2 | $1.6M | +11% | 9.6k | 169.35 |
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.2 | $1.6M | -48% | 115k | 13.87 |
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| Bank of America Corporation (BAC) | 0.2 | $1.5M | NEW | 41k | 37.92 |
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| First Trust Lrgcp Gwt Alphad Com Sh (FTC) | 0.2 | $1.5M | +58% | 13k | 123.35 |
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| First Tr Mid Cap Core Alphad Com Sh (FNX) | 0.2 | $1.5M | +52% | 13k | 113.42 |
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| Cisco Systems (CSCO) | 0.2 | $1.5M | -19% | 30k | 49.93 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.5M | 4.4k | 337.19 |
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| First Tr Lrge Cp Core Alpha Com Sh (FEX) | 0.1 | $1.5M | +54% | 15k | 99.26 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $1.4M | -5% | 11k | 126.01 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.4M | -12% | 7.9k | 174.21 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.3M | -21% | 12k | 116.24 |
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| Travelers Companies (TRV) | 0.1 | $1.3M | NEW | 5.8k | 230.30 |
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| Abbvie (ABBV) | 0.1 | $1.3M | -35% | 7.2k | 182.18 |
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| Bristol Myers Squibb (BMY) | 0.1 | $1.3M | -17% | 24k | 54.25 |
|
| Cummins (CMI) | 0.1 | $1.3M | +19% | 4.4k | 294.72 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.3M | +14% | 5.2k | 245.96 |
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| ConocoPhillips (COP) | 0.1 | $1.3M | +16% | 9.9k | 127.31 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.3M | NEW | 13k | 97.57 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $1.3M | +15% | 29k | 43.36 |
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| Gilead Sciences (GILD) | 0.1 | $1.3M | -29% | 17k | 73.30 |
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| Analog Devices (ADI) | 0.1 | $1.2M | NEW | 6.3k | 197.78 |
|
| Ishares Tr Msci Euro Fl Etf (EUFN) | 0.1 | $1.2M | +2% | 55k | 22.75 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $1.2M | +63% | 16k | 76.41 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $1.2M | -46% | 17k | 70.91 |
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| CVS Caremark Corporation (CVS) | 0.1 | $1.2M | +18% | 15k | 79.79 |
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| Target Corporation (TGT) | 0.1 | $1.2M | NEW | 6.6k | 177.33 |
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| Pfizer (PFE) | 0.1 | $1.2M | -31% | 42k | 27.76 |
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| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.1 | $1.1M | NEW | 21k | 53.67 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $1.1M | +23% | 14k | 80.53 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $1.1M | -88% | 22k | 49.70 |
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| United Parcel Service CL B (UPS) | 0.1 | $1.1M | +17% | 7.2k | 148.68 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.1M | -49% | 2.3k | 454.82 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $1.1M | -38% | 5.7k | 183.89 |
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| Abbott Laboratories (ABT) | 0.1 | $1.0M | NEW | 9.2k | 113.70 |
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| General Dynamics Corporation (GD) | 0.1 | $1.0M | -28% | 3.6k | 282.57 |
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| PNC Financial Services (PNC) | 0.1 | $1.0M | +4% | 6.3k | 161.63 |
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| Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $972k | -3% | 10k | 95.27 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $969k | 23k | 42.14 |
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| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.1 | $968k | 31k | 30.85 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $964k | NEW | 19k | 51.07 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $962k | NEW | 9.5k | 100.78 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $961k | NEW | 19k | 50.32 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $958k | 32k | 29.78 |
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| BlackRock (BLK) | 0.1 | $957k | +21% | 1.1k | 833.62 |
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| Illinois Tool Works (ITW) | 0.1 | $938k | +22% | 3.5k | 268.38 |
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| Colgate-Palmolive Company (CL) | 0.1 | $931k | -4% | 10k | 90.13 |
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| Merck & Co (MRK) | 0.1 | $918k | -63% | 7.0k | 131.99 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $903k | -9% | 13k | 70.03 |
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| Automatic Data Processing (ADP) | 0.1 | $901k | NEW | 3.6k | 249.79 |
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| Coca-Cola Company (KO) | 0.1 | $885k | +25% | 15k | 61.21 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $879k | -14% | 6.8k | 129.36 |
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| AFLAC Incorporated (AFL) | 0.1 | $875k | NEW | 10k | 85.92 |
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| Pepsi (PEP) | 0.1 | $867k | +27% | 5.0k | 175.12 |
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| Kenvue (KVUE) | 0.1 | $851k | +29% | 40k | 21.48 |
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| Paychex (PAYX) | 0.1 | $840k | +23% | 6.8k | 122.88 |
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| Dow (DOW) | 0.1 | $826k | -19% | 14k | 57.99 |
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| Invesco Currencyshares Swiss Swiss Franc (FXF) | 0.1 | $824k | +2% | 8.3k | 98.72 |
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| EOG Resources (EOG) | 0.1 | $807k | 6.3k | 127.83 |
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| Genuine Parts Company (GPC) | 0.1 | $783k | -3% | 5.1k | 155.05 |
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| Ameriprise Financial (AMP) | 0.1 | $773k | -6% | 1.8k | 438.96 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $757k | -17% | 8.0k | 94.98 |
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| McDonald's Corporation (MCD) | 0.1 | $747k | -52% | 2.6k | 282.21 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $735k | 23k | 31.62 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $702k | 25k | 27.88 |
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| Morgan Stanley Com New (MS) | 0.1 | $681k | 7.2k | 94.27 |
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| M&T Bank Corporation (MTB) | 0.1 | $674k | -7% | 4.6k | 145.54 |
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| Best Buy (BBY) | 0.1 | $667k | NEW | 8.1k | 82.04 |
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| Hp (HPQ) | 0.1 | $623k | -5% | 21k | 30.25 |
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| Johnson & Johnson (JNJ) | 0.1 | $594k | -3% | 3.8k | 158.40 |
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| Medtronic SH (MDT) | 0.1 | $591k | +2% | 6.8k | 87.28 |
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| Philip Morris International (PM) | 0.1 | $583k | -3% | 6.4k | 91.68 |
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| Starbucks Corporation (SBUX) | 0.1 | $558k | -4% | 6.1k | 91.40 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $509k | -67% | 9.0k | 56.59 |
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| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $477k | +26% | 6.0k | 79.95 |
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| Abrdn Silver Etf Trust Physcl Silvr Sh (SIVR) | 0.0 | $473k | NEW | 20k | 23.84 |
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| Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) | 0.0 | $392k | -31% | 15k | 26.19 |
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| Wells Fargo & Company (WFC) | 0.0 | $383k | -4% | 6.6k | 58.00 |
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| Honeywell International (HON) | 0.0 | $371k | -4% | 1.8k | 205.54 |
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| Citigroup Com New (C) | 0.0 | $351k | -3% | 5.5k | 63.30 |
|
| CRH Ord (CRH) | 0.0 | $350k | +411% | 4.1k | 86.36 |
|
| International Business Machines (IBM) | 0.0 | $339k | -4% | 1.8k | 190.99 |
|
| RBB Sgi Diversi Tac (DYTA) | 0.0 | $332k | -98% | 11k | 29.14 |
|
| First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY) | 0.0 | $312k | -70% | 5.5k | 57.11 |
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $307k | +26% | 4.9k | 63.29 |
|
| First Tr Exch Trd Alphdx Unit King Alph (FKU) | 0.0 | $305k | +114928% | 8.1k | 37.88 |
|
| First Tr Exch Trd Alphdx Latin Amer Alp (FLN) | 0.0 | $304k | -68% | 15k | 20.73 |
|
| First Tr Exch Trd Alphdx Switzlnd Alpha (FSZ) | 0.0 | $299k | -69% | 4.7k | 63.77 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $299k | +392% | 29k | 10.26 |
|
| Bk Nova Cad (BNS) | 0.0 | $291k | NEW | 5.6k | 51.89 |
|
| RBB Sgi Us Large Cap (SGLC) | 0.0 | $291k | -98% | 8.7k | 33.35 |
|
| Banco Santander Adr (SAN) | 0.0 | $290k | +388% | 60k | 4.84 |
|
| Canadian Natural Resources (CNQ) | 0.0 | $283k | +393% | 3.7k | 76.53 |
|
| Principal Financial (PFG) | 0.0 | $283k | +388% | 3.3k | 86.41 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $283k | -51% | 6.3k | 44.73 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $281k | -2% | 1.4k | 201.58 |
|
| Public Storage (PSA) | 0.0 | $270k | +391% | 929.00 | 290.64 |
|
| Unilever Spon Adr New (UL) | 0.0 | $259k | +392% | 5.2k | 50.24 |
|
| Emerson Electric (EMR) | 0.0 | $231k | -2% | 2.0k | 113.79 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $221k | -79% | 1.7k | 128.41 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $215k | -98% | 2.6k | 84.15 |
|
| L3harris Technologies (LHX) | 0.0 | $209k | -57% | 981.00 | 213.05 |
|
| FedEx Corporation (FDX) | 0.0 | $205k | -37% | 707.00 | 289.96 |
|
| Kraft Heinz (KHC) | 0.0 | $199k | -75% | 5.4k | 36.98 |
|
| Progressive Corporation (PGR) | 0.0 | $198k | -87% | 956.00 | 207.11 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $193k | -86% | 461.00 | 418.66 |
|
| Phillips 66 (PSX) | 0.0 | $188k | -4% | 1.1k | 163.62 |
|
| 3M Company (MMM) | 0.0 | $188k | -2% | 1.8k | 106.33 |
|
| General Mills (GIS) | 0.0 | $183k | -37% | 2.6k | 70.17 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $182k | -3% | 3.3k | 55.02 |
|
| Norfolk Southern (NSC) | 0.0 | $169k | 662.00 | 255.29 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $160k | -52% | 2.0k | 81.51 |
|
| LKQ Corporation (LKQ) | 0.0 | $159k | -79% | 3.0k | 53.54 |
|
| Valero Energy Corporation (VLO) | 0.0 | $159k | -4% | 930.00 | 170.97 |
|
| Omni (OMC) | 0.0 | $158k | -57% | 1.6k | 97.17 |
|
| Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PSL) | 0.0 | $155k | -27% | 1.6k | 98.16 |
|
| Microchip Technology (MCHP) | 0.0 | $153k | 1.7k | 90.00 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $153k | NEW | 847.00 | 180.64 |
|
| Fiserv (FI) | 0.0 | $152k | -76% | 948.00 | 160.34 |
|
| Lpl Financial Holdings (LPLA) | 0.0 | $147k | -79% | 555.00 | 264.86 |
|
| Te Connectivity SH (TEL) | 0.0 | $144k | 988.00 | 145.75 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $144k | -98% | 1.3k | 107.78 |
|
| Wal-Mart Stores (WMT) | 0.0 | $141k | -64% | 2.3k | 60.26 |
|
| Nike CL B (NKE) | 0.0 | $138k | -79% | 1.5k | 94.13 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $137k | -4% | 3.5k | 39.05 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $135k | -96% | 1.2k | 109.58 |
|
| NVR (NVR) | 0.0 | $133k | -79% | 17.00 | 7823.53 |
|
| Invesco Exchange Traded Fd T Dorsey Wrgt Basc (PYZ) | 0.0 | $130k | -36% | 1.4k | 92.92 |
|
| Kellogg Company (K) | 0.0 | $129k | -78% | 2.2k | 57.54 |
|
| McKesson Corporation (MCK) | 0.0 | $126k | -79% | 234.00 | 538.46 |
|
| Ss&c Technologies Holding (SSNC) | 0.0 | $126k | -79% | 1.9k | 64.71 |
|
| Electronic Arts (EA) | 0.0 | $125k | -79% | 938.00 | 133.26 |
|
| Diamondback Energy (FANG) | 0.0 | $124k | 623.00 | 199.04 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $121k | -79% | 961.00 | 125.91 |
|
| NetApp (NTAP) | 0.0 | $119k | -3% | 1.1k | 105.50 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $119k | NEW | 1.9k | 63.26 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $117k | -2% | 570.00 | 205.26 |
|
| Fifth Third Ban (FITB) | 0.0 | $116k | -2% | 3.1k | 37.42 |
|
Past Filings by Transamerica Financial Advisors
SEC 13F filings are viewable for Transamerica Financial Advisors going back to 2011
- Transamerica Financial Advisors 2024 Q1 filed May 15, 2024
- Transamerica Financial Advisors 2023 Q4 filed Feb. 12, 2024
- Transamerica Financial Advisors 2023 Q3 filed Nov. 14, 2023
- Transamerica Financial Advisors 2023 Q2 filed Aug. 14, 2023
- Transamerica Financial Advisors 2023 Q1 filed May 15, 2023
- Transamerica Financial Advisors 2022 Q4 filed Feb. 14, 2023
- Transamerica Financial Advisors 2022 Q3 filed Nov. 14, 2022
- Transamerica Financial Advisors 2022 Q2 filed Aug. 15, 2022
- Transamerica Financial Advisors 2022 Q1 filed May 12, 2022
- Transamerica Financial Advisors 2021 Q4 filed Feb. 14, 2022
- Transamerica Financial Advisors 2021 Q3 filed Nov. 15, 2021
- Transamerica Financial Advisors 2021 Q2 filed Aug. 10, 2021
- Transamerica Financial Advisors 2021 Q1 filed May 17, 2021
- Transamerica Financial Advisors 2020 Q4 filed Feb. 16, 2021
- Transamerica Financial Advisors 2020 Q3 filed Nov. 12, 2020
- Transamerica Financial Advisors 2020 Q2 filed Aug. 13, 2020