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NFP Retirement

Latest statistics and disclosures from NFP Retirement's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, SHV, AGG, IDEV, ONEQ, and represent 48.75% of NFP Retirement's stock portfolio.
Added to shares of these 10 stocks: IVV (+$254M), SHV (+$139M), AGG (+$44M), ONEQ (+$38M), IDEV (+$37M), TFLO (+$24M), IJH (+$21M), ITOT (+$17M), IEMG (+$17M), IJR (+$16M).
Started 7 new stock positions in DFAC, FDL, DFIC, LFVN, DFEM, SDVD, GOVI.
Reduced shares in these 4 stocks: , CGW, , JULD.
Sold out of its positions in FBT, FPE, JULD, CGW.
NFP Retirement was a net buyer of stock by $647M.
NFP Retirement has $2.2B in assets under management (AUM), dropping by 43.69%.
Central Index Key (CIK): 0002040084

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Portfolio Holdings for NFP Retirement

NFP Retirement holds 299 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	23.6	$513M	+98%	796k	644.85	View chart
Ishares Tr Short Treas Bd (SHV)	12.7	$276M	+100%	2.5M	110.46	View chart
Ishares Tr Core Us Aggbd Et (AGG)	4.7	$103M	+75%	1.0M	99.65	View chart
Ishares Tr Core Msci Intl (IDEV)	4.2	$91M	+69%	1.2M	76.04	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	3.5	$77M	+99%	908k	84.59	View chart
Ishares Tr TRS FLT RT BD (TFLO)	2.4	$53M	+80%	1.0M	50.62	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.0	$43M	+96%	675k	63.61	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.6	$35M		1.3M	26.50	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	1.6	$35M		318k	109.20	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.6	$35M	+97%	246k	140.27	View chart
Ishares Core Msci Emkt (IEMG)	1.5	$34M	+100%	532k	62.98	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	1.5	$32M		608k	53.29	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.5	$32M	+96%	293k	109.19	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.4	$31M		56k	551.66	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	1.4	$30M		411k	72.69	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.4	$30M		106k	279.83	View chart
Vanguard Index Fds Value Etf (VTV)	1.3	$28M		156k	176.74	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.1	$24M		528k	45.75	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$21M		372k	57.04	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.9	$20M		645k	30.19	View chart
Apple (AAPL)	0.7	$16M	+6%	77k	208.36	View chart
Boston Scientific Corporation (BSX)	0.7	$16M	+70%	153k	103.38	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$16M		67k	236.98	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.7	$16M		388k	40.67	View chart
Vanguard World Mega Grwth Ind (MGK)	0.7	$15M		42k	366.17	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.7	$15M		185k	79.50	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.7	$14M	+7%	172k	82.87	View chart
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)	0.6	$14M	NEW	787k	17.80	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.6	$13M		312k	42.27	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.6	$13M		130k	98.24	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$13M	+2%	22k	568.95	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.5	$12M		236k	49.51	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$11M		230k	49.46	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.5	$11M		248k	43.22	View chart
Verisign (VRSN)	0.5	$11M		36k	288.80	View chart
Sofi Technologies (SOFI)	0.5	$10M		572k	18.21	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.5	$10M		167k	59.73	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$9.2M	+93%	115k	79.85	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$9.2M		161k	56.85	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.4	$9.0M		67k	135.73	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$9.0M		21k	438.39	View chart
Amazon (AMZN)	0.4	$8.8M	+4%	40k	219.40	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.4	$8.5M		404k	20.92	View chart
NVIDIA Corporation (NVDA)	0.4	$8.4M	+9%	52k	160.35	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.4	$8.3M		291k	28.65	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.4	$7.6M		169k	45.05	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$7.6M	+3%	309k	24.51	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$7.3M		103k	71.26	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$6.8M	+64%	61k	110.50	View chart
Microsoft Corporation (MSFT)	0.3	$6.4M		13k	497.41	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$6.0M		82k	72.68	View chart
Vanguard World Consum Stp Etf (VDC)	0.3	$5.8M		27k	219.00	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$5.6M		8.4k	663.27	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.3	$5.5M		115k	48.17	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$5.4M		80k	67.22	View chart
Spdr Series Trust Dj Reit Etf (RWR)	0.2	$5.4M	+119%	55k	98.54	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$5.3M	+6%	8.5k	620.74	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.2	$5.3M		103k	51.44	View chart
Gilead Sciences (GILD)	0.2	$5.0M	+48%	45k	110.91	View chart
Eli Lilly & Co. (LLY)	0.2	$4.7M	+32%	6.1k	775.53	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.2	$4.6M		48k	95.98	View chart
Ishares Tr Select Us Reit (ICF)	0.2	$4.4M	+31%	72k	61.27	View chart
Amgen (AMGN)	0.2	$4.3M	+51%	15k	280.23	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$4.1M		142k	29.21	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$4.1M	+11%	39k	102.96	View chart
Aon Shs Cl A (AON)	0.2	$4.0M		11k	356.76	View chart
BlackRock Enhanced Capital and Income (CII)	0.2	$4.0M		186k	21.35	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$3.9M		154k	25.30	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$3.8M		34k	112.00	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$3.7M		50k	73.63	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.2	$3.5M		37k	95.01	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$3.4M		41k	82.92	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$3.3M	+88%	37k	88.78	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$3.2M		10k	304.82	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$3.1M		45k	69.09	View chart
Vanguard World Health Car Etf (VHT)	0.1	$3.0M		12k	248.33	View chart
Tesla Motors (TSLA)	0.1	$3.0M	+46%	8.4k	357.71	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$3.0M		23k	133.31	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$3.0M	+108%	31k	96.13	View chart
Blackrock Util & Infrastrctu (BUI)	0.1	$2.9M		114k	25.75	View chart
Sherwin-Williams Company (SHW)	0.1	$2.9M	+88%	8.4k	344.71	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$2.9M		14k	204.67	View chart
Home Depot (HD)	0.1	$2.7M		7.5k	366.63	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$2.6M	+43%	15k	180.08	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$2.6M		116k	22.10	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$2.5M		152k	16.72	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$2.5M		104k	23.83	View chart
Flexshares Tr Glb Qlt R/e Idx (GQRE)	0.1	$2.5M		41k	59.65	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.1	$2.5M		73k	33.88	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$2.4M		14k	177.39	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$2.3M	+36%	7.3k	310.57	View chart
Blackrock Science & Technolo SHS (BST)	0.1	$2.2M		59k	38.17	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$2.2M		8.8k	253.23	View chart
Wal-Mart Stores (WMT)	0.1	$2.1M		21k	97.78	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$2.1M		11k	195.02	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$2.0M	+100%	42k	47.79	View chart
Exxon Mobil Corporation (XOM)	0.1	$2.0M		18k	107.80	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$2.0M		40k	49.64	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$2.0M		27k	72.82	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$2.0M		38k	52.10	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$1.9M		72k	26.68	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$1.9M		71k	26.54	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.9M		66k	28.05	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$1.8M		18k	100.53	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$1.8M		45k	40.49	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.8M		6.4k	276.95	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$1.8M	NEW	46k	38.49	View chart
National Health Investors (NHI)	0.1	$1.7M		25k	70.12	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$1.7M		33k	51.02	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.7M		3.9k	424.62	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$1.6M		66k	24.70	View chart
Blackrock Health Sciences Trust (BME)	0.1	$1.6M		45k	36.46	View chart
Welltower Inc Com reit (WELL)	0.1	$1.6M		10k	153.73	View chart
Newmont Mining Corporation (NEM)	0.1	$1.5M		26k	58.26	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.1	$1.5M		13k	117.44	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$1.4M		11k	134.79	View chart
Chevron Corporation (CVX)	0.1	$1.4M		10k	143.19	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$1.4M		51k	27.13	View chart
International Business Machines (IBM)	0.1	$1.4M	+27%	4.7k	292.11	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.1	$1.4M		53k	25.60	View chart
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)	0.1	$1.4M	NEW	22k	62.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.4M		7.7k	176.23	View chart
Spdr Series Trust Ice Pfd Sec Etf (PSK)	0.1	$1.3M		41k	31.76	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$1.3M		52k	24.54	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.2M		45k	27.67	View chart
Johnson & Johnson (JNJ)	0.1	$1.2M		7.7k	152.76	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$1.1M	NEW	7.2k	158.64	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.1M		4.0k	289.88	View chart
Costco Wholesale Corporation (COST)	0.1	$1.1M		1.1k	989.60	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.0	$1.1M		47k	23.07	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.0	$1.1M		46k	23.33	View chart
Coca-Cola Company (KO)	0.0	$1.1M		15k	70.75	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$1.0M		44k	23.24	View chart
Broadcom (AVGO)	0.0	$1.0M	+32%	3.5k	289.05	View chart
Procter & Gamble Company (PG)	0.0	$1.0M		6.3k	159.32	View chart
Motorola Solutions Com New (MSI)	0.0	$1.0M		2.4k	420.46	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$1.0M		11k	89.39	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$1.0M		40k	25.03	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$994k		23k	42.74	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$985k		20k	49.03	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$985k		40k	24.38	View chart
Ishares Tr Future Exponenti (XT)	0.0	$975k		15k	65.25	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$950k	+83%	49k	19.54	View chart
Meta Platforms Cl A (META)	0.0	$947k		1.3k	737.96	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.0	$944k	+69%	46k	20.68	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$934k		1.9k	485.77	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$934k		21k	43.58	View chart
Vanguard World Industrial Etf (VIS)	0.0	$915k		3.3k	280.08	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$914k		5.0k	181.74	View chart
Wells Fargo & Company (WFC)	0.0	$905k		11k	80.12	View chart
Qualcomm (QCOM)	0.0	$875k		5.5k	159.25	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$872k		2.4k	362.33	View chart
Vanguard World Utilities Etf (VPU)	0.0	$852k		4.8k	176.51	View chart
Vanguard World Financials Etf (VFH)	0.0	$850k		6.7k	127.31	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$845k	+100%	5.7k	148.58	View chart
Zions Bancorporation (ZION)	0.0	$844k	+72%	16k	53.89	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$816k	+100%	40k	20.53	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$815k		10k	81.66	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$804k		10k	80.11	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$799k		16k	48.86	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$784k		16k	48.24	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$782k	+100%	9.6k	81.36	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$780k	+97%	40k	19.68	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$775k		15k	50.75	View chart
DNP Select Income Fund (DNP)	0.0	$765k		78k	9.79	View chart
Abbvie (ABBV)	0.0	$751k		4.0k	185.62	View chart
Brown & Brown (BRO)	0.0	$743k		6.7k	110.87	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$741k		7.1k	104.49	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$727k		4.6k	157.77	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$719k		4.2k	171.04	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.0	$703k		11k	62.14	View chart
Franklin Templeton Etf Tr Income Eqt Focus (INCE)	0.0	$683k		12k	57.47	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$678k		4.5k	150.41	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$673k		7.6k	89.06	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$672k		22k	30.14	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$666k		19k	34.51	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.0	$650k		20k	31.77	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$646k		7.6k	84.80	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.0	$640k		13k	50.14	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$631k		6.7k	93.87	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$631k		7.5k	83.74	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$619k		11k	54.40	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$611k		1.4k	440.80	View chart
At&t (T)	0.0	$606k		21k	28.94	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.0	$602k		14k	42.05	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.0	$594k		20k	29.24	View chart
Honeywell International (HON)	0.0	$578k		2.5k	232.87	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$576k		10k	56.48	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$574k		3.0k	192.70	View chart
Merck & Co (MRK)	0.0	$572k		7.2k	79.16	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$570k		6.0k	94.63	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$565k		17k	32.81	View chart
Realty Income (O)	0.0	$563k		9.8k	57.61	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$560k	NEW	17k	32.79	View chart
Palo Alto Networks (PANW)	0.0	$558k		2.7k	204.64	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$557k		5.5k	100.81	View chart
Palantir Technologies Cl A (PLTR)	0.0	$557k		4.1k	136.31	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$551k		5.1k	107.97	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.0	$547k		12k	46.32	View chart
American Express Company (AXP)	0.0	$545k		1.7k	318.97	View chart
Global X Fds S&p 500 Covered (XYLD)	0.0	$537k		14k	38.94	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$531k		2.7k	194.23	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$526k		6.7k	78.70	View chart
Boeing Company (BA)	0.0	$525k		2.5k	209.53	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$522k		5.7k	92.18	View chart
Innovator Etfs Trust Prem Inc 20 Barr (OCTH)	0.0	$521k		22k	23.93	View chart
Vanguard World Energy Etf (VDE)	0.0	$520k		4.4k	119.12	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$516k		10k	50.27	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$501k		1.7k	298.89	View chart
McDonald's Corporation (MCD)	0.0	$500k		1.7k	292.09	View chart
UnitedHealth (UNH)	0.0	$500k		1.6k	311.95	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.0	$491k		22k	22.70	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$485k		7.6k	63.71	View chart
MercadoLibre (MELI)	0.0	$484k		185.00	2613.63	View chart
Southern Company (SO)	0.0	$471k		5.1k	91.83	View chart
Dell Technologies CL C (DELL)	0.0	$468k		3.8k	122.60	View chart
Philip Morris International (PM)	0.0	$466k		2.6k	182.14	View chart
Innovator Etfs Trust International Dv (IOCT)	0.0	$452k		14k	32.87	View chart
Bank of America Corporation (BAC)	0.0	$448k		9.5k	47.32	View chart
Cenovus Energy (CVE)	0.0	$447k		33k	13.60	View chart
Raytheon Technologies Corp (RTX)	0.0	$443k		3.0k	146.04	View chart
Waste Management (WM)	0.0	$439k		1.9k	228.84	View chart
Oracle Corporation (ORCL)	0.0	$435k		2.0k	218.64	View chart
Cisco Systems (CSCO)	0.0	$428k		6.2k	69.38	View chart
Nextera Energy (NEE)	0.0	$428k		6.2k	69.42	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.0	$428k		4.7k	91.74	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$425k		3.7k	115.35	View chart
AECOM Technology Corporation (ACM)	0.0	$418k		3.7k	112.86	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.0	$409k		9.0k	45.47	View chart
Caterpillar (CAT)	0.0	$397k		1.0k	388.20	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$391k		4.2k	91.97	View chart
Truist Financial Corp equities (TFC)	0.0	$383k		8.9k	42.99	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$370k		7.1k	52.37	View chart
Kkr & Co (KKR)	0.0	$366k		2.7k	133.03	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$363k		50k	7.26	View chart
Vanguard World Materials Etf (VAW)	0.0	$361k		1.9k	194.88	View chart
Us Bancorp Del Com New (USB)	0.0	$360k		8.0k	45.25	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.0	$358k		11k	32.39	View chart
Visa Com Cl A (V)	0.0	$357k		1.0k	354.90	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.0	$355k		7.1k	50.11	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$348k		3.8k	91.09	View chart
Verizon Communications (VZ)	0.0	$344k		7.9k	43.27	View chart
Amphenol Corp Cl A (APH)	0.0	$336k		3.4k	98.75	View chart
Abbott Laboratories (ABT)	0.0	$335k		2.5k	136.03	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$320k		3.0k	106.34	View chart
Medical Properties Trust (MPW)	0.0	$311k		72k	4.31	View chart
Novo-nordisk A S Adr (NVO)	0.0	$308k		4.5k	69.02	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$306k		1.1k	284.39	View chart
salesforce (CRM)	0.0	$300k		1.1k	272.72	View chart
Uber Technologies (UBER)	0.0	$296k		3.2k	93.29	View chart
Ge Aerospace Com New (GE)	0.0	$293k		1.1k	257.37	View chart
Altria (MO)	0.0	$287k		4.9k	58.63	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$285k		6.2k	46.23	View chart
3M Company (MMM)	0.0	$284k		1.9k	152.24	View chart
Principal Exchange Traded Prncpl Vlu Etf (PY)	0.0	$282k		5.7k	49.55	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$282k		3.4k	83.00	View chart
Lowe's Companies (LOW)	0.0	$276k		1.2k	221.85	View chart
Roper Industries (ROP)	0.0	$275k		485.00	566.84	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$272k		4.9k	55.74	View chart
Paypal Holdings (PYPL)	0.0	$269k		3.6k	74.32	View chart
Peak (DOC)	0.0	$268k		15k	17.51	View chart
Adobe Systems Incorporated (ADBE)	0.0	$267k		690.00	386.78	View chart
Union Pacific Corporation (UNP)	0.0	$266k		1.2k	230.14	View chart
First Majestic Silver Corp (AG)	0.0	$265k		32k	8.27	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$262k		1.9k	138.71	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.0	$257k		11k	23.80	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$254k		640.00	396.37	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$253k		3.3k	77.34	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$249k	NEW	7.8k	32.07	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$241k		1.1k	215.83	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$241k		4.3k	56.56	View chart
Stryker Corporation (SYK)	0.0	$231k		585.00	395.34	View chart
Target Corporation (TGT)	0.0	$229k		2.3k	98.64	View chart
Cigna Corp (CI)	0.0	$228k		690.00	330.70	View chart
Walt Disney Company (DIS)	0.0	$226k		1.8k	124.01	View chart
McKesson Corporation (MCK)	0.0	$224k		306.00	732.78	View chart
Fs Kkr Capital Corp (FSK)	0.0	$224k		11k	20.75	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$224k		1.7k	132.14	View chart
Ford Motor Company (F)	0.0	$224k		21k	10.85	View chart
Danaher Corporation (DHR)	0.0	$219k		1.1k	197.59	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.0	$215k		5.1k	42.15	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$210k		736.00	285.85	View chart
FedEx Corporation (FDX)	0.0	$207k		910.00	227.31	View chart
Linde SHS (LIN)	0.0	$206k		439.00	469.67	View chart
Innovator Etfs Trust Emerging Mkt Pwr (EOCT)	0.0	$203k		7.2k	28.26	View chart
Aegon Amer Reg 1 Cert (AEG)	0.0	$202k		28k	7.24	View chart
Hecla Mining Company (HL)	0.0	$165k		28k	5.99	View chart
Denison Mines Corp (DNN)	0.0	$151k		83k	1.82	View chart
Domo Com Cl B (DOMO)	0.0	$140k		10k	13.97	View chart
Isoenergy Com New (ISOU)	0.0	$136k		19k	7.14	View chart
Orchid Is Cap Com New (ORC)	0.0	$122k		17k	7.01	View chart
Sibanye Stillwater Sponsored Adr (SBSW)	0.0	$119k		17k	7.22	View chart
Encore Energy Corp Com New (EU)	0.0	$119k		42k	2.86	View chart
Baytex Energy Corp (BTE)	0.0	$107k		60k	1.79	View chart
Lifevantage Corp Com New (LFVN)	0.0	$98k	NEW	10k	9.73	View chart
Energy Fuels Com New (UUUU)	0.0	$69k		12k	5.75	View chart
Sabre (SABR)	0.0	$58k		18k	3.16	View chart
Transocean Registered Shs (RIG)	0.0	$32k		13k	2.59	View chart
Borr Drilling SHS (BORR)	0.0	$23k		13k	1.83	View chart

Past Filings by NFP Retirement

SEC 13F filings are viewable for NFP Retirement going back to 2024

NFP Retirement 2025 Q3 filed Nov. 14, 2025
NFP Retirement 2025 Q2 filed Aug. 12, 2025
NFP Retirement 2025 Q1 filed May 13, 2025
NFP Retirement 2019 Q4 filed Feb. 13, 2025
NFP Retirement 2020 Q1 filed Feb. 13, 2025
NFP Retirement 2020 Q2 filed Feb. 13, 2025
NFP Retirement 2020 Q3 filed Feb. 13, 2025
NFP Retirement 2020 Q4 filed Feb. 13, 2025
NFP Retirement 2021 Q1 filed Feb. 13, 2025
NFP Retirement 2021 Q2 filed Feb. 13, 2025
NFP Retirement 2021 Q3 filed Feb. 13, 2025
NFP Retirement 2021 Q4 filed Feb. 13, 2025
NFP Retirement 2022 Q1 filed Feb. 13, 2025
NFP Retirement 2022 Q2 filed Feb. 13, 2025
NFP Retirement 2022 Q3 filed Feb. 13, 2025
NFP Retirement 2022 Q4 filed Feb. 13, 2025

View all past filings

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