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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, SCHD, and represent 40.18% of NFP Retirement's stock portfolio.
Added to shares of these 10 stocks: IVV (+$41M), IJH, IDEV, SPLG, IJR, AGG, SCHD, RWR, FBND, IEMG.
Started 10 new stock positions in GE, IEF, LIN, MCK, ICF, VOOG, MO, UBER, RWR, RXRX.
Reduced shares in these 10 stocks: SHV (-$37M), IEI, IGIB, TFLO, MDT, LRN, TOTL, BNDX, , IAU.
Sold out of its positions in DJP, EMLP, BKLN, IAU, EEMA, IJT, SCZ, IGIB, IEI, INDA. FLOT, SHYG, PFE, Prospect Capital Corporation note, FEZ, SPSB, TOTL, XLY, LRN, MGK, VGSH, DOL, IHDG, MDT.
NFP Retirement was a net buyer of stock by $18M.
NFP Retirement has $1.3B in assets under management (AUM), dropping by -0.40%.
Central Index Key (CIK): 0002040084

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Portfolio Holdings for NFP Retirement

NFP Retirement holds 277 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	20.1	$254M	+18%	452k	561.90	View chart
Ishares Tr Short Treas Bd (SHV)	7.5	$95M	-27%	857k	110.46	View chart
Ishares Tr Core Us Aggbd Et (AGG)	5.2	$66M	+5%	663k	98.92	View chart
Ishares Tr Core Msci Intl (IDEV)	4.4	$55M	+7%	804k	68.89	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.0	$37M	+6%	1.3M	27.96	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.8	$35M	+12%	530k	65.76	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	2.5	$31M		457k	68.06	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	2.3	$30M	+4%	317k	92.79	View chart
Ishares Tr TRS FLT RT BD (TFLO)	2.3	$28M	-5%	562k	50.66	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.1	$27M	+6%	590k	45.65	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.1	$26M		56k	468.92	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.7	$21M	+24%	365k	58.35	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.4	$18M		69k	258.62	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$18M	+4%	351k	50.83	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.3	$16M	+27%	154k	104.57	View chart
Apple (AAPL)	1.3	$16M		72k	222.13	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	1.2	$16M	-2%	410k	37.86	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.2	$15M		125k	122.01	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.2	$15M	+3%	186k	78.94	View chart
Ishares Core Msci Emkt (IEMG)	1.2	$15M	+10%	269k	53.97	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	1.1	$14M	+7%	782k	17.59	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.1	$14M	+9%	164k	82.73	View chart
Verisign (VRSN)	1.0	$13M		51k	253.87	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	1.0	$13M	-3%	314k	40.41	View chart
Vanguard Index Fds Value Etf (VTV)	1.0	$13M	-2%	73k	172.74	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.9	$11M	+6%	125k	91.53	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$11M	+7%	21k	513.91	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.7	$9.2M	+5%	233k	39.69	View chart
Boston Scientific Corporation (BSX)	0.7	$9.1M		90k	100.88	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$9.0M	+5%	157k	57.14	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.6	$8.0M	+2%	293k	27.39	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$7.7M	-8%	21k	370.82	View chart
Amazon (AMZN)	0.6	$7.1M		37k	190.26	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$7.0M		155k	45.26	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.6	$7.0M	+7%	105k	66.34	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$6.7M	-4%	302k	22.08	View chart
Sofi Technologies (SOFI)	0.5	$6.7M		572k	11.63	View chart
Vanguard World Consum Stp Etf (VDC)	0.5	$5.8M		26k	218.82	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.4	$5.6M	+2%	110k	51.08	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.4	$5.3M	+3%	115k	45.78	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$4.9M	+4%	208k	23.43	View chart
Microsoft Corporation (MSFT)	0.4	$4.8M	+2%	13k	375.38	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$4.7M	-12%	77k	60.66	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.4	$4.7M		47k	99.16	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$4.6M		8.5k	542.35	View chart
Aon Shs Cl A (AON)	0.4	$4.6M	-3%	12k	399.09	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$4.3M	+4%	61k	69.81	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$4.0M		158k	25.04	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$3.9M	+4%	53k	73.45	View chart
Eli Lilly & Co. (LLY)	0.3	$3.8M		4.6k	825.84	View chart
BlackRock Enhanced Capital and Income (CII)	0.3	$3.6M	+4%	193k	18.47	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.3	$3.6M	+12%	38k	93.66	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$3.4M	-9%	6.1k	559.35	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$3.4M	-15%	26k	128.96	View chart
Gilead Sciences (GILD)	0.3	$3.3M		29k	112.05	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$3.3M	-5%	40k	81.76	View chart
Vanguard World Health Car Etf (VHT)	0.3	$3.3M		12k	264.72	View chart
Amgen (AMGN)	0.2	$3.1M		10k	311.56	View chart
Home Depot (HD)	0.2	$3.0M		8.2k	366.48	View chart
NVIDIA Corporation (NVDA)	0.2	$2.9M	+8%	27k	108.38	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$2.8M		14k	193.99	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$2.8M	-3%	44k	62.10	View chart
Blackrock Util & Infrastrctu (BUI)	0.2	$2.5M	+2%	111k	22.63	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$2.4M	-25%	18k	135.68	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.2	$2.3M	+3%	74k	31.42	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$2.3M	-3%	118k	19.78	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$2.3M	+5%	84k	26.89	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$2.3M	-2%	105k	21.53	View chart
Blackrock Health Sciences Trust (BME)	0.2	$2.2M	+3%	57k	38.64	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$2.1M	+57%	21k	100.62	View chart
Exxon Mobil Corporation (XOM)	0.2	$2.1M		18k	118.93	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.2	$2.1M	-4%	126k	16.63	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$2.1M	-8%	28k	74.72	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$2.0M	-11%	9.2k	221.76	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$2.0M	-23%	11k	186.30	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$2.0M	-3%	76k	26.20	View chart
Blackrock Science & Technolo SHS (BST)	0.2	$2.0M	+2%	60k	32.99	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.2	$1.9M	NEW	19k	99.12	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$1.9M	+12%	38k	50.00	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$1.9M	+6%	77k	24.26	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$1.9M	-3%	70k	26.35	View chart
Chevron Corporation (CVX)	0.1	$1.8M		11k	167.30	View chart
National Health Investors (NHI)	0.1	$1.8M		25k	73.86	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$1.7M	-2%	17k	103.47	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$1.7M	-2%	38k	46.02	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.7M	-4%	6.6k	251.78	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.7M	-34%	33k	49.62	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.6M	-5%	10k	156.22	View chart
Procter & Gamble Company (PG)	0.1	$1.6M		9.5k	170.42	View chart
Sherwin-Williams Company (SHW)	0.1	$1.6M	-16%	4.6k	349.19	View chart
Welltower Inc Com reit (WELL)	0.1	$1.6M		10k	153.21	View chart
Spdr Ser Tr Ice Pfd Sec Etf (PSK)	0.1	$1.6M	+2%	48k	32.39	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.5M	+7%	5.5k	274.84	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.5M	+2%	5.1k	288.17	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$1.5M	+22%	7.1k	206.48	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$1.4M	-15%	40k	36.41	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.4M		4.0k	361.11	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.4M		10k	140.44	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$1.4M	+103%	12k	111.09	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$1.3M		53k	25.54	View chart
Johnson & Johnson (JNJ)	0.1	$1.3M	-2%	7.7k	165.85	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$1.3M	-6%	52k	24.48	View chart
Newmont Mining Corporation (NEM)	0.1	$1.3M		26k	48.28	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.1	$1.3M	-5%	23k	55.69	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.1	$1.2M		54k	23.05	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.2M	-8%	14k	91.03	View chart
Coca-Cola Company (KO)	0.1	$1.2M		17k	71.62	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.1	$1.2M		13k	96.04	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.2M	-22%	44k	26.58	View chart
Wal-Mart Stores (WMT)	0.1	$1.2M		13k	87.79	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$1.1M		6.7k	170.12	View chart
Tesla Motors (TSLA)	0.1	$1.1M	+26%	4.4k	259.15	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$1.1M	+19%	7.4k	146.02	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$1.1M	-18%	46k	23.16	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$1.0M	NEW	11k	95.37	View chart
Motorola Solutions Com New (MSI)	0.1	$1.0M		2.4k	437.81	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.0M	+4%	4.2k	245.32	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.1	$1.0M	+10%	44k	23.19	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$992k	-27%	21k	47.48	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$982k		40k	24.86	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$967k	-5%	35k	27.57	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$964k	-15%	40k	24.34	View chart
DNP Select Income Fund (DNP)	0.1	$960k		97k	9.89	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$956k	+12%	41k	23.61	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$956k	-50%	20k	48.82	View chart
Costco Wholesale Corporation (COST)	0.1	$931k		985.00	945.31	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$913k		11k	81.73	View chart
International Business Machines (IBM)	0.1	$875k	-2%	3.5k	248.66	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$873k	+6%	5.0k	173.23	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$867k	+3%	5.6k	154.64	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$851k	-3%	16k	51.94	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$850k		5.6k	150.97	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$836k		22k	37.73	View chart
Brown & Brown (BRO)	0.1	$831k		6.7k	124.40	View chart
Abbvie (ABBV)	0.1	$818k		3.9k	209.54	View chart
Vanguard World Utilities Etf (VPU)	0.1	$814k		4.8k	170.81	View chart
Wells Fargo & Company (WFC)	0.1	$811k	-3%	11k	71.79	View chart
Vanguard World Industrial Etf (VIS)	0.1	$802k		3.2k	247.56	View chart
Vanguard World Financials Etf (VFH)	0.1	$784k		6.6k	119.46	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$782k	+24%	15k	50.71	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$758k		2.3k	325.52	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$745k	+2%	19k	39.37	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$737k		10k	73.69	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.1	$731k	+3%	27k	27.54	View chart
Meta Platforms Cl A (META)	0.1	$729k		1.3k	576.16	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.1	$717k	NEW	12k	61.53	View chart
Innovator Etfs Trust Prem Inc 20 Barr (OCTH)	0.1	$708k	-5%	30k	23.65	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$706k	+25%	7.6k	93.45	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$687k	-41%	14k	50.12	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$682k		16k	43.70	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$677k	-3%	7.5k	90.54	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.1	$673k	-5%	11k	59.51	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$670k	+103%	17k	39.49	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$638k	+142%	6.8k	93.66	View chart
UnitedHealth (UNH)	0.0	$630k	-4%	1.2k	523.83	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$621k		10k	60.89	View chart
Merck & Co (MRK)	0.0	$617k	+26%	6.9k	89.75	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$608k	-12%	6.6k	92.47	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$607k		4.1k	148.38	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.0	$601k	+10%	20k	30.74	View chart
Vanguard World Energy Etf (VDE)	0.0	$598k	+2%	4.6k	129.72	View chart
At&t (T)	0.0	$593k		21k	28.28	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$592k		19k	31.02	View chart
Realty Income (O)	0.0	$590k	+7%	10k	58.01	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$589k		12k	49.90	View chart
Southern Company (SO)	0.0	$588k	-2%	6.4k	91.95	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$582k		1.4k	419.93	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$576k	-6%	6.2k	92.29	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$573k		4.5k	127.09	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$571k	+14%	5.7k	100.72	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$567k	+2%	7.2k	78.86	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$562k	-3%	7.2k	78.28	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.0	$557k	+5%	27k	20.68	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.0	$546k	+105%	6.0k	91.73	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.0	$544k	+21%	12k	46.07	View chart
Innovator Etfs Trust International Dv (IOCT)	0.0	$537k		18k	30.65	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$529k		5.7k	92.38	View chart
Honeywell International (HON)	0.0	$523k	+2%	2.5k	211.73	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$522k	-3%	1.7k	312.04	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.0	$518k		14k	36.20	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$516k	+12%	27k	19.48	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$512k		3.0k	172.28	View chart
Franklin Templeton Etf Tr Income Eqt Focus (INCE)	0.0	$504k	+39%	9.0k	56.20	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$480k	-25%	6.0k	79.86	View chart
Cenovus Energy (CVE)	0.0	$480k	+2%	35k	13.91	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$471k	+70%	8.2k	57.30	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$468k	+8%	9.0k	51.78	View chart
Palo Alto Networks (PANW)	0.0	$464k		2.7k	170.64	View chart
Bank of America Corporation (BAC)	0.0	$463k		11k	41.73	View chart
American Express Company (AXP)	0.0	$456k		1.7k	269.01	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$453k		7.6k	59.75	View chart
Waste Management (WM)	0.0	$441k		1.9k	231.47	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$435k		2.3k	188.16	View chart
Medical Properties Trust (MPW)	0.0	$430k		71k	6.03	View chart
Nextera Energy (NEE)	0.0	$428k		6.0k	70.89	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.0	$411k	-12%	9.0k	45.51	View chart
Philip Morris International (PM)	0.0	$411k	+2%	2.6k	158.76	View chart
Verizon Communications (VZ)	0.0	$409k	-9%	9.0k	45.36	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$405k		20k	20.35	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.0	$404k	+42%	18k	22.41	View chart
Baytex Energy Corp (BTE)	0.0	$400k	-23%	180k	2.23	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$397k	+57%	3.8k	105.45	View chart
Truist Financial Corp equities (TFC)	0.0	$395k		9.6k	41.15	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$393k		20k	19.59	View chart
Broadcom (AVGO)	0.0	$391k	+17%	2.3k	167.46	View chart
Abbott Laboratories (ABT)	0.0	$376k		2.8k	132.63	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$375k	-13%	8.1k	46.08	View chart
Cisco Systems (CSCO)	0.0	$371k		6.0k	61.71	View chart
MercadoLibre (MELI)	0.0	$361k		185.00	1950.87	View chart
Boeing Company (BA)	0.0	$361k	-3%	2.1k	170.55	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$356k		4.8k	74.09	View chart
Veren Com New	0.0	$354k	-10%	54k	6.62	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$352k		50k	7.05	View chart
Palantir Technologies Cl A (PLTR)	0.0	$352k	+10%	4.2k	84.40	View chart
Shopify Cl A (SHOP)	0.0	$352k		3.7k	95.48	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$350k		4.1k	85.08	View chart
AECOM Technology Corporation (ACM)	0.0	$343k		3.7k	92.73	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.0	$341k		11k	30.85	View chart
McDonald's Corporation (MCD)	0.0	$341k		1.1k	312.34	View chart
Caterpillar (CAT)	0.0	$334k	+3%	1.0k	329.89	View chart
Raytheon Technologies Corp (RTX)	0.0	$333k		2.5k	132.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.0	$331k		7.1k	46.67	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$331k		2.8k	116.53	View chart
Vanguard World Materials Etf (VAW)	0.0	$330k	+2%	1.7k	188.84	View chart
Cigna Corp (CI)	0.0	$321k	-13%	975.00	329.05	View chart
Progressive Corporation (PGR)	0.0	$307k		1.1k	283.02	View chart
Peak (DOC)	0.0	$307k		15k	20.22	View chart
Visa Com Cl A (V)	0.0	$299k	+2%	854.00	350.62	View chart
Qualcomm (QCOM)	0.0	$299k	+4%	1.9k	153.61	View chart
salesforce (CRM)	0.0	$298k		1.1k	268.33	View chart
Altria (MO)	0.0	$288k	NEW	4.8k	60.02	View chart
Lowe's Companies (LOW)	0.0	$288k	+3%	1.2k	233.16	View chart
Us Bancorp Del Com New (USB)	0.0	$284k		6.7k	42.22	View chart
Roper Industries (ROP)	0.0	$283k		480.00	589.58	View chart
3M Company (MMM)	0.0	$279k	-27%	1.9k	146.84	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$278k	+32%	3.2k	87.18	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$272k		4.8k	56.28	View chart
Union Pacific Corporation (UNP)	0.0	$271k	-29%	1.1k	236.26	View chart
Amphenol Corp Cl A (APH)	0.0	$270k	+4%	4.1k	65.59	View chart
Adobe Systems Incorporated (ADBE)	0.0	$266k	-5%	693.00	383.43	View chart
Principal Exchange Traded Prncpl Vlu Etf (PY)	0.0	$263k	+4%	5.4k	49.07	View chart
Zions Bancorporation (ZION)	0.0	$262k		5.3k	49.86	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$256k		1.0k	244.64	View chart
Innovator Etfs Trust Prem Inc 10 Barr (JULD)	0.0	$256k		10k	24.73	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.0	$249k	-37%	11k	23.42	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$248k	+3%	3.2k	76.56	View chart
Oracle Corporation (ORCL)	0.0	$246k	+11%	1.8k	139.77	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$243k	-18%	1.2k	199.53	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$242k		11k	21.51	View chart
Target Corporation (TGT)	0.0	$238k		2.3k	104.36	View chart
Uber Technologies (UBER)	0.0	$234k	NEW	3.2k	72.85	View chart
Stryker Corporation (SYK)	0.0	$232k	+9%	622.00	372.49	View chart
Ge Aerospace Com New (GE)	0.0	$229k	NEW	1.1k	200.22	View chart
Fs Kkr Capital Corp (FSK)	0.0	$226k		11k	20.95	View chart
Schlumberger Com Stk (SLB)	0.0	$226k		5.4k	41.80	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$222k		1.9k	117.50	View chart
Danaher Corporation (DHR)	0.0	$221k	+14%	1.1k	205.04	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$215k		1.7k	125.97	View chart
Ford Motor Company (F)	0.0	$215k	+2%	21k	10.03	View chart
First Majestic Silver Corp (AG)	0.0	$214k	-3%	32k	6.69	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$214k	NEW	639.00	334.46	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.0	$212k		4.8k	44.26	View chart
FedEx Corporation (FDX)	0.0	$211k	+7%	867.00	243.78	View chart
McKesson Corporation (MCK)	0.0	$206k	NEW	306.00	672.99	View chart
Linde SHS (LIN)	0.0	$206k	NEW	441.00	465.96	View chart
Aegon Amer Reg 1 Cert (AEG)	0.0	$184k		28k	6.59	View chart
Sabra Health Care REIT (SBRA)	0.0	$183k	+2%	10k	17.47	View chart
Hecla Mining Company (HL)	0.0	$153k	-12%	28k	5.56	View chart
Orchid Is Cap Com New (ORC)	0.0	$130k	+3%	17k	7.52	View chart
Denison Mines Corp (DNN)	0.0	$108k		83k	1.30	View chart
Domo Com Cl B (DOMO)	0.0	$78k		10k	7.76	View chart
Sibanye Stillwater Sponsored Adr (SBSW)	0.0	$76k		17k	4.58	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.0	$70k	NEW	13k	5.29	View chart
Encore Energy Corp Com New (EU)	0.0	$52k	+35%	38k	1.37	View chart
Sabre (SABR)	0.0	$51k		18k	2.81	View chart
Energy Fuels Com New (UUUU)	0.0	$45k		12k	3.73	View chart
Twin Vee Powercats	0.0	$19k		57k	0.33	View chart

Past Filings by NFP Retirement

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

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
NFP Retirement 2023 Q1 filed Feb. 13, 2025
NFP Retirement 2023 Q2 filed Feb. 13, 2025

View all past filings

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