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 30.45% of Transamerica Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: QQQ (+$29M), AAPL (+$8.8M), IVV (+$7.2M), ANET (+$6.5M), HWM (+$5.9M), AMZN (+$5.6M), ECL (+$5.3M), GS (+$5.1M), GLDM, CMG.
- Started 112 new stock positions in WSM, RS, ADI, GLDM, AWK, VTRS, APD, ABT, WRB, HWM.
- Reduced shares in these 10 stocks: SHY (-$13M), TUG (-$7.7M), FCX (-$5.4M), DRI, NVDA, ADBE, ACN, ROP, VV, PG.
- Sold out of its positions in AES, AEG, AL, BUD, APA, AN, SAN, BKNG, BXP, BLDR.
- Transamerica Financial Advisors was a net buyer of stock by $51M.
- Transamerica Financial Advisors has $1.0B in assets under management (AUM), dropping by 9.39%.
- Central Index Key (CIK): 0001502149
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Portfolio Holdings for Transamerica Financial Advisors
Transamerica Financial Advisors holds 586 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Transamerica Financial Advisors has 586 total positions. Only the first 250 positions are shown.
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- Download the Transamerica Financial Advisors September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Listed Fd Tr Stf Tactical Grw (TUG) | 16.5 | $169M | -4% | 5.1M | 33.44 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 6.5 | $67M | -5% | 254k | 263.29 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.8 | $29M | NEW | 59k | 488.07 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.6 | $27M | +8% | 359k | 75.11 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 2.0 | $21M | -3% | 78k | 263.83 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.8 | $18M | -2% | 349k | 52.81 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.7 | $18M | +15% | 262k | 67.85 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.7 | $18M | 150k | 116.96 |
|
|
| Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN) | 1.7 | $17M | 113k | 152.99 |
|
|
| Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PEZ) | 1.5 | $15M | 146k | 104.06 |
|
|
| Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) | 1.5 | $15M | 239k | 63.43 |
|
|
| Invesco Exchange Traded Fd T Dorsey Wrgt Finl (PFI) | 1.5 | $15M | 271k | 55.35 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.4 | $14M | +15% | 71k | 200.85 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 1.2 | $13M | 380k | 33.03 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.1 | $11M | +7% | 111k | 97.42 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $10M | -32% | 84k | 121.44 |
|
| Select Sector Spdr Tr Technology (XLK) | 1.0 | $9.8M | +6% | 44k | 225.78 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.9 | $9.4M | +75% | 96k | 98.10 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.9 | $9.0M | +4% | 167k | 53.63 |
|
| Apple (AAPL) | 0.9 | $8.8M | NEW | 38k | 233.02 |
|
| Listed Fd Tr Stf Tac Gw & Inc (TUGN) | 0.9 | $8.8M | +5% | 377k | 23.21 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.8 | $7.9M | -5% | 117k | 67.52 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.7 | $7.7M | +14% | 78k | 98.12 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.7 | $7.5M | +7% | 150k | 50.28 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $7.2M | NEW | 13k | 576.90 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $7.1M | -6% | 8.1k | 886.48 |
|
| Meta Platforms Cl A (META) | 0.7 | $7.1M | -3% | 12k | 572.47 |
|
| Microsoft Corporation (MSFT) | 0.7 | $7.0M | -7% | 16k | 430.34 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.7 | $6.8M | -11% | 146k | 46.65 |
|
| Eaton Corp SHS (ETN) | 0.7 | $6.8M | -17% | 21k | 331.46 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.7 | $6.8M | 176k | 38.53 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.7 | $6.7M | +17% | 28k | 243.49 |
|
| Eli Lilly & Co. (LLY) | 0.7 | $6.7M | -18% | 7.5k | 885.87 |
|
| Arista Networks (ANET) | 0.6 | $6.5M | NEW | 17k | 383.85 |
|
| Home Depot (HD) | 0.6 | $6.5M | -9% | 16k | 405.23 |
|
| Servicenow (NOW) | 0.6 | $6.1M | -5% | 6.8k | 894.50 |
|
| Howmet Aerospace (HWM) | 0.6 | $5.9M | NEW | 59k | 100.27 |
|
| O'reilly Automotive (ORLY) | 0.6 | $5.8M | +18% | 5.1k | 1151.59 |
|
| Intuitive Surgical Com New (ISRG) | 0.6 | $5.7M | -3% | 12k | 491.26 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $5.6M | -3% | 48k | 117.22 |
|
| TJX Companies (TJX) | 0.5 | $5.6M | -3% | 48k | 117.56 |
|
| Amazon (AMZN) | 0.5 | $5.6M | NEW | 30k | 186.35 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.5 | $5.5M | +34% | 20k | 281.41 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $5.4M | -6% | 32k | 165.85 |
|
| Spdr Index Shs Fds S&p Emktsc Etf (EWX) | 0.5 | $5.3M | +3% | 85k | 62.39 |
|
| Ecolab (ECL) | 0.5 | $5.3M | +31903% | 21k | 255.36 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.5 | $5.3M | +6% | 67k | 79.42 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.5 | $5.3M | -11% | 50k | 106.20 |
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.5 | $5.2M | -16% | 178k | 29.06 |
|
| Boston Scientific Corporation (BSX) | 0.5 | $5.2M | -3% | 62k | 83.81 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.5 | $5.1M | +6% | 113k | 45.32 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.5 | $5.1M | 173k | 29.41 |
|
|
| Sherwin-Williams Company (SHW) | 0.5 | $5.1M | -2% | 13k | 381.68 |
|
| Synopsys (SNPS) | 0.5 | $5.1M | -5% | 10k | 506.46 |
|
| Goldman Sachs (GS) | 0.5 | $5.1M | +1020400% | 10k | 495.15 |
|
| Visa Com Cl A (V) | 0.5 | $5.0M | -3% | 18k | 274.97 |
|
| Intuit (INTU) | 0.5 | $5.0M | -6% | 8.1k | 621.06 |
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.5 | $5.0M | -14% | 121k | 41.40 |
|
| Nxp Semiconductors N V (NXPI) | 0.5 | $5.0M | 21k | 240.03 |
|
|
| Cintas Corporation (CTAS) | 0.5 | $5.0M | +284% | 24k | 205.92 |
|
| Parker-Hannifin Corporation (PH) | 0.5 | $4.9M | +2% | 7.7k | 631.87 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.5 | $4.7M | -4% | 65k | 72.64 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.4 | $4.5M | NEW | 86k | 52.13 |
|
| Moody's Corporation (MCO) | 0.4 | $4.4M | -2% | 9.2k | 474.65 |
|
| Zoetis Cl A (ZTS) | 0.4 | $4.4M | -6% | 22k | 195.38 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.4 | $4.2M | 28k | 154.05 |
|
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.4 | $4.2M | -38% | 145k | 29.07 |
|
| Chipotle Mexican Grill (CMG) | 0.4 | $4.2M | NEW | 73k | 57.63 |
|
| Onto Innovation (ONTO) | 0.4 | $4.2M | NEW | 20k | 207.56 |
|
| Thermo Fisher Scientific (TMO) | 0.4 | $4.2M | +5688% | 6.7k | 618.62 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.4 | $4.1M | -43% | 57k | 71.73 |
|
| Martin Marietta Materials (MLM) | 0.4 | $4.1M | 7.6k | 538.31 |
|
|
| Palo Alto Networks (PANW) | 0.4 | $4.0M | NEW | 12k | 341.82 |
|
| Netflix (NFLX) | 0.4 | $3.9M | NEW | 5.5k | 709.19 |
|
| The Trade Desk Com Cl A (TTD) | 0.4 | $3.9M | -3% | 35k | 109.67 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $3.8M | +1673% | 8.2k | 465.13 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.4 | $3.7M | +18% | 63k | 59.02 |
|
| salesforce (CRM) | 0.4 | $3.7M | NEW | 13k | 273.74 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.4 | $3.6M | -10% | 39k | 93.58 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.4 | $3.6M | +4% | 55k | 66.37 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.3 | $3.6M | -10% | 44k | 80.30 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $3.5M | +2443% | 31k | 112.98 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.3 | $3.5M | -4% | 39k | 90.41 |
|
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.3 | $3.5M | +5181% | 45k | 76.60 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $3.4M | +16% | 13k | 267.37 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.3 | $3.2M | NEW | 49k | 64.61 |
|
| Ishares Tr National Mun Etf (MUB) | 0.3 | $3.1M | -2% | 29k | 108.65 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $3.0M | 15k | 198.08 |
|
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.3 | $2.8M | -23% | 62k | 45.51 |
|
| Angel Oak Funds Trust Oak Ultrashort (UYLD) | 0.3 | $2.8M | 55k | 51.19 |
|
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.3 | $2.7M | -41% | 65k | 41.16 |
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.3 | $2.6M | +2% | 56k | 46.92 |
|
| Profesionally Managed Portfo Congress Interme | 0.3 | $2.6M | NEW | 105k | 25.09 |
|
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.3 | $2.6M | +111% | 45k | 58.62 |
|
| First Tr Exchange-traded Nasdq Semcndtr (FTXL) | 0.3 | $2.6M | -10% | 28k | 93.31 |
|
| First Tr Exchange Traded Indls Prod Dur (FXR) | 0.3 | $2.6M | -10% | 34k | 75.77 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.2 | $2.5M | NEW | 12k | 211.87 |
|
| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.2 | $2.5M | -9% | 13k | 191.33 |
|
| First Tr Exchange Traded Consumr Discre (FXD) | 0.2 | $2.4M | -9% | 38k | 63.31 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.2 | $2.3M | +117% | 47k | 49.78 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.2 | $2.3M | +140% | 45k | 51.06 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $2.3M | +139% | 23k | 100.74 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.2 | $2.3M | +138% | 46k | 50.22 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $2.3M | +71% | 30k | 76.71 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $2.3M | -7% | 15k | 151.67 |
|
| Janus Detroit Str Tr Henderson Securi (JSI) | 0.2 | $2.2M | NEW | 42k | 52.98 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $2.1M | -15% | 24k | 87.84 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.2 | $2.1M | -5% | 17k | 125.99 |
|
| Franklin Templeton Etf Tr Us Treasury Bond (FLGV) | 0.2 | $2.0M | -36% | 97k | 21.07 |
|
| Ishares Msci Eurzone Etf (EZU) | 0.2 | $1.9M | 37k | 52.26 |
|
|
| Ishares Msci Jpn Etf New (EWJ) | 0.2 | $1.9M | -28% | 26k | 71.56 |
|
| Spdr Ser Tr Portfolio Crport (SPBO) | 0.2 | $1.8M | -15% | 61k | 30.04 |
|
| First Tr Exch Trd Alphdx Japan Alphadex (FJP) | 0.2 | $1.8M | 33k | 54.27 |
|
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.2 | $1.8M | -3% | 33k | 54.46 |
|
| Angel Oak Funds Trust Income Etf (CARY) | 0.2 | $1.8M | -14% | 84k | 21.19 |
|
| UnitedHealth (UNH) | 0.2 | $1.8M | -65% | 3.0k | 584.77 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.8M | -28% | 8.3k | 210.87 |
|
| Caterpillar (CAT) | 0.2 | $1.7M | -7% | 4.4k | 391.33 |
|
| Johnson & Johnson (JNJ) | 0.2 | $1.7M | +178% | 11k | 162.08 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.2 | $1.6M | NEW | 36k | 44.69 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $1.6M | -8% | 16k | 101.30 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.6M | -5% | 4.2k | 375.33 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.2 | $1.6M | 115k | 13.44 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $1.5M | NEW | 12k | 121.20 |
|
| First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.1 | $1.5M | -10% | 11k | 131.50 |
|
| Cisco Systems (CSCO) | 0.1 | $1.5M | -8% | 27k | 53.23 |
|
| Gilead Sciences (GILD) | 0.1 | $1.4M | 17k | 83.88 |
|
|
| Ishares Tr Msci Euro Fl Etf (EUFN) | 0.1 | $1.4M | +2% | 57k | 24.73 |
|
| First Tr Lrge Cp Core Alpha Com Shs (FEX) | 0.1 | $1.4M | -9% | 13k | 104.19 |
|
| First Tr Mid Cap Core Alphad Com Shs (FNX) | 0.1 | $1.4M | -10% | 12k | 117.21 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $1.4M | +8% | 26k | 51.77 |
|
| Analog Devices (ADI) | 0.1 | $1.3M | NEW | 5.9k | 230.18 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $1.3M | 16k | 83.05 |
|
|
| ConocoPhillips (COP) | 0.1 | $1.3M | +24% | 12k | 105.32 |
|
| Cummins (CMI) | 0.1 | $1.3M | -9% | 4.0k | 323.99 |
|
| PNC Financial Services (PNC) | 0.1 | $1.3M | +8% | 6.9k | 184.86 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $1.2M | -19% | 9.2k | 135.52 |
|
| Travelers Companies (TRV) | 0.1 | $1.2M | NEW | 5.2k | 234.20 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $1.2M | -11% | 2.0k | 584.76 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $1.1M | +18% | 8.1k | 142.27 |
|
| Omni (OMC) | 0.1 | $1.1M | +569% | 11k | 103.39 |
|
| Broadcom (AVGO) | 0.1 | $1.1M | +317% | 6.5k | 172.61 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $1.1M | -5% | 5.4k | 200.37 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $1.1M | -66% | 21k | 50.90 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $1.1M | -7% | 13k | 83.76 |
|
| Procter & Gamble Company (PG) | 0.1 | $1.1M | -79% | 6.1k | 173.22 |
|
| BlackRock (BLK) | 0.1 | $1.0M | -4% | 1.1k | 949.63 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.0M | +8% | 14k | 73.67 |
|
| Qualcomm (QCOM) | 0.1 | $1.0M | -38% | 5.9k | 170.17 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $1.0M | NEW | 14k | 71.90 |
|
| Illinois Tool Works (ITW) | 0.1 | $1.0M | +10% | 3.9k | 262.27 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.0M | -16% | 24k | 41.77 |
|
| Invesco Currencyshares Swiss Swiss Franc (FXF) | 0.1 | $1000k | +13% | 9.5k | 105.12 |
|
| Automatic Data Processing (ADP) | 0.1 | $995k | NEW | 3.6k | 276.93 |
|
| Paychex (PAYX) | 0.1 | $992k | +8% | 7.4k | 134.20 |
|
| Abbvie (ABBV) | 0.1 | $987k | -30% | 5.0k | 197.52 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $982k | -39% | 4.8k | 206.56 |
|
| AFLAC Incorporated (AFL) | 0.1 | $979k | NEW | 8.8k | 111.86 |
|
| Union Pacific Corporation (UNP) | 0.1 | $973k | -24% | 3.9k | 246.64 |
|
| Coca-Cola Company (KO) | 0.1 | $972k | -6% | 14k | 71.89 |
|
| Target Corporation (TGT) | 0.1 | $967k | NEW | 6.2k | 155.89 |
|
| Cme (CME) | 0.1 | $955k | -76% | 4.3k | 220.66 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $934k | 23k | 39.83 |
|
|
| Spdr Ser Tr Ice Pfd Sec Etf (PSK) | 0.1 | $931k | +32505% | 26k | 35.69 |
|
| Pepsi (PEP) | 0.1 | $925k | +9% | 5.4k | 170.10 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $925k | -7% | 9.5k | 97.83 |
|
| Spdr Ser Tr Portfolio Ln Cor (SPLB) | 0.1 | $900k | +930675% | 37k | 24.17 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $898k | -6% | 22k | 41.81 |
|
| Best Buy (BBY) | 0.1 | $847k | NEW | 8.2k | 103.34 |
|
| Genuine Parts Company (GPC) | 0.1 | $792k | +12% | 5.7k | 139.78 |
|
| McDonald's Corporation (MCD) | 0.1 | $769k | -4% | 2.5k | 304.55 |
|
| Ameriprise Financial (AMP) | 0.1 | $757k | -8% | 1.6k | 469.89 |
|
| Starbucks Corporation (SBUX) | 0.1 | $748k | +25% | 7.7k | 97.56 |
|
| Corning Incorporated (GLW) | 0.1 | $747k | +529% | 17k | 45.18 |
|
| EOG Resources (EOG) | 0.1 | $743k | -4% | 6.0k | 123.01 |
|
| Dow (DOW) | 0.1 | $725k | -6% | 13k | 54.63 |
|
| Abbott Laboratories (ABT) | 0.1 | $719k | NEW | 6.3k | 114.09 |
|
| Morgan Stanley Com New (MS) | 0.1 | $701k | -6% | 6.7k | 104.25 |
|
| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $692k | -12% | 7.0k | 98.90 |
|
| Medtronic SHS (MDT) | 0.1 | $683k | +12% | 7.6k | 90.03 |
|
| General Dynamics Corporation (GD) | 0.1 | $679k | -38% | 2.2k | 302.58 |
|
| Chevron Corporation (CVX) | 0.1 | $666k | -72% | 4.5k | 147.44 |
|
| Philip Morris International (PM) | 0.1 | $664k | -14% | 5.5k | 121.43 |
|
| Hp (HPQ) | 0.1 | $664k | -10% | 19k | 35.90 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $658k | -38% | 6.3k | 103.87 |
|
| Franklin Templeton Etf Tr Ftse China (FLCH) | 0.1 | $631k | NEW | 31k | 20.12 |
|
| CRH Ord (CRH) | 0.1 | $603k | +60% | 6.5k | 92.81 |
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.1 | $581k | NEW | 20k | 29.77 |
|
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.1 | $578k | -58% | 4.4k | 131.69 |
|
| Bank of America Corporation (BAC) | 0.1 | $568k | NEW | 14k | 39.75 |
|
| Wells Fargo & Company (WFC) | 0.1 | $540k | +44% | 9.5k | 56.58 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $517k | -8% | 8.2k | 62.79 |
|
| Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) | 0.0 | $450k | +5% | 16k | 28.61 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $446k | -10% | 5.3k | 83.79 |
|
| Citigroup Com New (C) | 0.0 | $443k | +27% | 7.1k | 62.69 |
|
| Deere & Company (DE) | 0.0 | $369k | +88200% | 883.00 | 417.89 |
|
| Honeywell International (HON) | 0.0 | $354k | -5% | 1.7k | 206.90 |
|
| 3M Company (MMM) | 0.0 | $329k | +35% | 2.4k | 137.08 |
|
| First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY) | 0.0 | $316k | -10% | 4.9k | 64.86 |
|
| First Tr Exch Trd Alphdx Unit King Alph (FKU) | 0.0 | $311k | -7% | 7.4k | 41.88 |
|
| First Tr Exch Trd Alphdx Switzlnd Alpha (FSZ) | 0.0 | $304k | -8% | 4.3k | 70.52 |
|
| Principal Financial (PFG) | 0.0 | $300k | +6% | 3.5k | 85.96 |
|
| Bk Nova Cad (BNS) | 0.0 | $300k | NEW | 5.5k | 54.49 |
|
| Public Storage (PSA) | 0.0 | $296k | -12% | 813.00 | 364.08 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $287k | 6.3k | 45.88 |
|
|
| Schlumberger Com Stk (SLB) | 0.0 | $278k | +100% | 6.6k | 41.98 |
|
| Unilever Spon Adr New (UL) | 0.0 | $277k | -17% | 4.3k | 65.12 |
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $275k | NEW | 4.8k | 57.77 |
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $274k | -24% | 3.7k | 74.54 |
|
| Canadian Natural Resources (CNQ) | 0.0 | $273k | +11% | 8.2k | 33.24 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $272k | -8% | 27k | 10.19 |
|
| Chubb (CB) | 0.0 | $271k | +299% | 939.00 | 288.60 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $269k | NEW | 4.2k | 64.79 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $268k | +2166% | 1.5k | 173.91 |
|
| Becton, Dickinson and (BDX) | 0.0 | $265k | NEW | 1.1k | 241.35 |
|
| FedEx Corporation (FDX) | 0.0 | $264k | +36% | 963.00 | 274.14 |
|
| First Tr Exch Trd Alphdx Euro Alphadex (FEUZ) | 0.0 | $262k | +99416% | 6.0k | 43.88 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $254k | +11% | 1.6k | 163.34 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $254k | +68% | 5.9k | 42.93 |
|
| Phillips 66 (PSX) | 0.0 | $220k | +45% | 1.7k | 131.42 |
|
| Arch Cap Group Ord (ACGL) | 0.0 | $215k | +190% | 1.9k | 112.21 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $208k | +2236% | 1.1k | 193.49 |
|
| Everest Re Group (EG) | 0.0 | $208k | +4325% | 531.00 | 391.71 |
|
| Te Connectivity Ord Shs | 0.0 | $201k | NEW | 1.3k | 151.24 |
|
| Paccar (PCAR) | 0.0 | $200k | NEW | 2.0k | 99.06 |
|
| Nice Sponsored Adr (NICE) | 0.0 | $199k | +2384% | 1.1k | 174.10 |
|
| Microchip Technology (MCHP) | 0.0 | $194k | +41% | 2.4k | 80.46 |
|
| General Mills (GIS) | 0.0 | $189k | 2.6k | 73.86 |
|
|
| Kraft Heinz (KHC) | 0.0 | $189k | 5.4k | 35.17 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $187k | +48% | 1.4k | 135.21 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $187k | +56% | 2.4k | 77.53 |
|
| Rbc Cad (RY) | 0.0 | $185k | +2644% | 1.5k | 124.83 |
|
| SYSCO Corporation (SYY) | 0.0 | $184k | +19% | 2.3k | 78.43 |
|
| Hershey Company (HSY) | 0.0 | $184k | +91% | 959.00 | 191.87 |
|
| Willis Towers Watson SHS (WTW) | 0.0 | $181k | +61100% | 612.00 | 295.75 |
|
| Hartford Financial Services (HIG) | 0.0 | $181k | +47% | 1.5k | 118.07 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $180k | +156100% | 1.6k | 115.24 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $172k | -96% | 485.00 | 354.64 |
|
| Nvent Electric SHS (NVT) | 0.0 | $168k | +2194% | 2.4k | 70.41 |
|
| eBay (EBAY) | 0.0 | $161k | +24% | 2.5k | 65.50 |
|
| Kenvue (KVUE) | 0.0 | $161k | -82% | 6.9k | 23.26 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $160k | NEW | 15k | 10.90 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $159k | +2993% | 13k | 12.63 |
|
| PPG Industries (PPG) | 0.0 | $155k | +54% | 1.2k | 133.05 |
|
| Pentair SHS (PNR) | 0.0 | $146k | +2415% | 1.5k | 98.38 |
|
| Janus Henderson Group Ord Shs (JHG) | 0.0 | $145k | NEW | 3.8k | 38.12 |
|
| Fifth Third Ban (FITB) | 0.0 | $143k | +7% | 3.3k | 42.92 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $143k | +1488% | 3.5k | 40.93 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $141k | NEW | 2.3k | 60.10 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $141k | +202300% | 2.0k | 69.66 |
|
Past Filings by Transamerica Financial Advisors
SEC 13F filings are viewable for Transamerica Financial Advisors going back to 2011
- Transamerica Financial Advisors 2024 Q3 filed Nov. 13, 2024
- Transamerica Financial Advisors 2024 Q2 filed Aug. 14, 2024
- 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