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Transamerica Financial Advisors

Latest statistics and disclosures from Transamerica Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VV, QQQ, BND, NVDA, VEA, and represent 16.13% of Transamerica Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: GEV (+$14M), PYZ (+$13M), NVDA (+$11M), AVGO (+$10M), APH (+$10M), EME (+$8.4M), PLTR (+$8.3M), FIX (+$8.0M), TT (+$7.2M), CRS (+$7.2M).
Started 343 new stock positions in KRUS, WSR, CNM, RC, SOLS, NEXT, JOE, LYFT, TS, NCNO.
Reduced shares in these 10 stocks: TUG (-$168M), PEZ (-$14M), TUGN (-$8.3M), VV (-$6.9M), CTAS, AJG, HD, BND, MSI, QQQ.
Sold out of its positions in AAON, AGCO, AMN, GOLD, ATNI, ASO, ADUS, ACM, AIRO, ALE.
Transamerica Financial Advisors was a net buyer of stock by $2.2M.
Transamerica Financial Advisors has $1.2B in assets under management (AUM), dropping by -0.62%.
Central Index Key (CIK): 0001502149

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Portfolio Holdings for Transamerica Financial Advisors

Transamerica Financial Advisors holds 1824 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Transamerica Financial Advisors has 1824 total positions. Only the first 250 positions are shown.

Sign up to view all of the Transamerica Financial Advisors Dec. 31, 2025 positions
Download the Transamerica Financial Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Large Cap Etf (VV)	6.1	$74M	-8%	234k	314.80	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.1	$38M	-6%	61k	614.31	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.5	$30M	-9%	408k	74.07	View chart
NVIDIA Corporation (NVDA)	2.4	$29M	+60%	156k	186.50	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.9	$23M	-5%	367k	62.47	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.8	$22M	-7%	814k	26.91	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.8	$22M	-8%	74k	290.22	View chart
Broadcom (AVGO)	1.8	$21M	+95%	61k	346.10	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.6	$19M	-7%	74k	252.92	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)	1.5	$18M	-8%	102k	174.58	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.5	$18M	-7%	146k	120.18	View chart
Apple (AAPL)	1.4	$17M	+34%	62k	271.86	View chart
Amphenol Corp Cl A (APH)	1.3	$16M	+191%	115k	135.15	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	1.2	$15M	-8%	194k	76.49	View chart
Ge Vernova (GEV)	1.2	$15M	+2856%	23k	653.57	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Finl (PFI)	1.2	$14M	-8%	247k	57.73	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	1.2	$14M	-8%	361k	39.02	View chart
Microsoft Corporation (MSFT)	1.1	$14M	+18%	28k	483.61	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.1	$13M	+116%	91k	143.97	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Basc (PYZ)	1.1	$13M	+68339%	118k	110.16	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$13M	+11%	41k	313.00	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$12M	+10%	17k	684.94	View chart
Palantir Technologies Cl A (PLTR)	1.0	$12M	+255%	65k	177.75	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.9	$11M		118k	96.16	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.8	$9.8M	-18%	243k	40.35	View chart
Amazon (AMZN)	0.8	$9.5M	+20%	41k	230.82	View chart
Spdr Series Trust State Street Spd (SPYM)	0.8	$9.3M	-2%	116k	80.22	View chart
Emcor (EME)	0.8	$9.2M	+1009%	15k	611.78	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.8	$9.0M	-7%	187k	48.32	View chart
Comfort Systems USA (FIX)	0.7	$8.7M	+1294%	9.3k	933.31	View chart
Meta Platforms Cl A (META)	0.7	$8.5M	-4%	13k	660.10	View chart
Goldman Sachs (GS)	0.7	$8.5M		9.6k	878.98	View chart
Wells Fargo & Company (WFC)	0.7	$8.4M	+420%	90k	93.20	View chart
Arista Networks Com Shs (ANET)	0.7	$8.2M		62k	131.03	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.7	$8.1M	-7%	29k	279.14	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.7	$8.0M	-8%	175k	45.53	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.7	$7.9M	-9%	300k	26.49	View chart
Trane Technologies SHS (TT)	0.7	$7.8M	+1266%	20k	389.20	View chart
Carpenter Technology Corporation (CRS)	0.6	$7.7M	+1333%	25k	314.83	View chart
Newmont Mining Corporation (NEM)	0.6	$7.6M	+763%	76k	99.85	View chart
Tempur-Pedic International (SGI)	0.6	$7.5M	+1364%	84k	89.28	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.6	$7.4M	-11%	86k	85.37	View chart
Royal Caribbean Cruises (RCL)	0.6	$7.1M	+1265%	25k	278.94	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.6	$6.9M		126k	54.77	View chart
TJX Companies (TJX)	0.6	$6.9M	-2%	45k	153.61	View chart
Medpace Hldgs (MEDP)	0.6	$6.6M	+1315%	12k	561.65	View chart
Mastercard Incorporated Cl A (MA)	0.5	$6.5M	+592%	11k	570.86	View chart
Visa Com Cl A (V)	0.5	$6.5M	+2%	19k	350.70	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$6.4M	-10%	80k	79.73	View chart
Howmet Aerospace (HWM)	0.5	$6.3M	-3%	31k	205.02	View chart
Intuitive Surgical Com New (ISRG)	0.5	$6.0M		11k	566.36	View chart
Netflix (NFLX)	0.5	$5.9M	+919%	63k	93.76	View chart
Nrg Energy Com New (NRG)	0.5	$5.8M	+1282%	37k	159.24	View chart
Parker-Hannifin Corporation (PH)	0.5	$5.8M	-2%	6.6k	879.02	View chart
Eaton Corp SHS (ETN)	0.5	$5.7M		18k	318.52	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.5	$5.5M	-8%	84k	65.66	View chart
Technipfmc (FTI)	0.5	$5.5M	+114326%	124k	44.56	View chart
Tenet Healthcare Corp Com New (THC)	0.5	$5.5M	+69157%	28k	198.72	View chart
Ensign (ENSG)	0.5	$5.5M	NEW	32k	174.20	View chart
Cnx Resources Corporation (CNX)	0.5	$5.5M	+1238316%	149k	36.77	View chart
Costco Wholesale Corporation (COST)	0.5	$5.5M		6.3k	862.27	View chart
Houlihan Lokey Cl A (HLI)	0.4	$5.4M	+1288%	31k	174.19	View chart
Boston Scientific Corporation (BSX)	0.4	$5.2M	-3%	55k	95.35	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.4	$5.2M	-2%	32k	160.97	View chart
Thermo Fisher Scientific (TMO)	0.4	$5.1M	+41%	8.9k	579.46	View chart
Dell Technologies CL C (DELL)	0.4	$5.0M	-2%	40k	125.88	View chart
Evercore Class A (EVR)	0.4	$4.9M	+1305%	14k	340.25	View chart
Welltower Inc Com reit (WELL)	0.4	$4.9M	+31%	26k	185.61	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.4	$4.9M		41k	117.72	View chart
Servicenow (NOW)	0.4	$4.8M	+382%	31k	153.19	View chart
Ecolab (ECL)	0.4	$4.8M	-3%	18k	262.53	View chart
Ishares Tr Faln Angls Usd (FALN)	0.4	$4.7M	-8%	172k	27.30	View chart
Tko Group Holdings Cl A (TKO)	0.4	$4.5M	-3%	21k	209.00	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.4	$4.4M	-3%	97k	45.69	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.4	$4.4M	-3%	109k	40.25	View chart
O'reilly Automotive (ORLY)	0.4	$4.4M	-3%	48k	91.21	View chart
Uber Technologies (UBER)	0.4	$4.4M		54k	81.71	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$4.3M	-7%	14k	302.12	View chart
Synopsys (SNPS)	0.4	$4.3M	-2%	9.1k	469.73	View chart
Williams Companies (WMB)	0.4	$4.2M	-2%	71k	60.11	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.3	$4.1M	-9%	61k	67.43	View chart
Moody's Corporation (MCO)	0.3	$4.1M	-3%	8.0k	510.82	View chart
Martin Marietta Materials (MLM)	0.3	$4.1M	-3%	6.6k	622.65	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.3	$4.0M	+24%	26k	154.80	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$3.9M		51k	77.02	View chart
Palo Alto Networks (PANW)	0.3	$3.9M	-3%	21k	184.20	View chart
Dynatrace Com New (DT)	0.3	$3.8M	-3%	88k	43.34	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$3.8M		45k	84.64	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$3.8M	-2%	17k	219.78	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$3.7M		7.8k	473.32	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$3.6M	-2%	41k	87.16	View chart
Spdr Series Trust State Street Spd (SPTI)	0.3	$3.6M		125k	28.84	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$3.6M	-2%	32k	109.91	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$3.5M	+3%	32k	110.19	View chart
IDEXX Laboratories (IDXX)	0.3	$3.5M	NEW	5.1k	676.55	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.3	$3.4M		7.6k	453.35	View chart
Alnylam Pharmaceuticals (ALNY)	0.3	$3.4M	+11076%	8.6k	397.63	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$3.3M	-3%	47k	71.42	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	0.3	$3.2M		62k	52.06	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.3	$3.2M		37k	84.29	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$3.0M	-2%	50k	58.73	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$2.9M		15k	199.68	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$2.9M		30k	96.28	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$2.9M	-5%	57k	50.86	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$2.9M	-2%	33k	86.25	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.2	$2.9M	-7%	63k	45.84	View chart
Spdr Series Trust State Street Spd (CWB)	0.2	$2.8M	-3%	31k	89.20	View chart
Angel Oak Funds Trust Mortgage Backed (MBS)	0.2	$2.7M	-3%	310k	8.74	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$2.7M	+100%	60k	44.71	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$2.7M	-3%	33k	80.63	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$2.6M	-6%	53k	49.59	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$2.6M	-6%	26k	100.38	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$2.6M	-6%	52k	50.32	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	0.2	$2.5M		49k	51.14	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$2.5M	+54%	25k	99.88	View chart
Spdr Series Trust State Street Spd (SPTL)	0.2	$2.3M	-32%	88k	26.47	View chart
Listed Fds Tr Stf Tactical Grw (TUG)	0.2	$2.3M	-98%	57k	39.68	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.2	$2.3M	NEW	53k	42.79	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.2	$2.3M	-3%	37k	60.35	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.2	$2.2M	-4%	21k	107.35	View chart
Angel Oak Funds Trust Income Etf (CARY)	0.2	$2.2M	+42%	107k	20.83	View chart
Ishares Msci Japan Etf (EWJ)	0.2	$2.2M	+4%	27k	80.74	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.2M	-4%	6.8k	322.24	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$2.2M	-7%	25k	85.77	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.2	$2.2M	-3%	48k	45.01	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$2.2M	+153%	10k	212.07	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.2	$2.1M	+40825%	16k	129.53	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$2.1M	-3%	7.9k	269.18	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.2	$2.1M		27k	77.68	View chart
Invesco Currencyshares Swiss Swiss Franc (FXF)	0.2	$2.1M		19k	111.60	View chart
First Tr Exch Trd Alphdx Japan Alphadex (FJP)	0.2	$2.0M		30k	67.17	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.2	$2.0M	+49%	78k	25.61	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$2.0M		41k	47.79	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.2	$2.0M		29k	67.64	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$1.9M	+13%	13k	155.11	View chart
Ishares Msci Eurzone Etf (EZU)	0.2	$1.9M		30k	64.10	View chart
Caterpillar (CAT)	0.2	$1.9M	-10%	3.3k	572.95	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$1.9M	+65%	59k	32.62	View chart
Johnson & Johnson (JNJ)	0.2	$1.9M	-10%	9.2k	206.94	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$1.8M	+76%	15k	123.26	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$1.8M	+100%	42k	42.69	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$1.8M	+20%	39k	45.66	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$1.8M	+89%	30k	60.81	View chart
Abbvie (ABBV)	0.1	$1.7M	+11%	7.6k	228.50	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.7M		14k	120.34	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.7M	+142%	25k	67.22	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.6M	+51%	3.3k	487.80	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$1.6M	+28%	58k	27.38	View chart
Gilead Sciences (GILD)	0.1	$1.6M		13k	122.74	View chart
Spdr Series Trust State Street Spd (SPBO)	0.1	$1.6M	-3%	53k	29.34	View chart
Merck & Co (MRK)	0.1	$1.5M	+3%	15k	105.36	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$1.5M	+77%	33k	46.54	View chart
Tesla Motors (TSLA)	0.1	$1.5M	+87%	3.4k	449.75	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.1	$1.5M	NEW	19k	78.95	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.4M	-3%	7.7k	183.40	View chart
Chevron Corporation (CVX)	0.1	$1.4M	-12%	9.3k	152.40	View chart
Bristol Myers Squibb (BMY)	0.1	$1.4M	-4%	26k	53.94	View chart
Cummins (CMI)	0.1	$1.4M	-3%	2.8k	510.43	View chart
Ishares Tr Msci Euro Fl Etf (EUFN)	0.1	$1.4M	+2%	37k	37.09	View chart
Eli Lilly & Co. (LLY)	0.1	$1.4M	+86%	1.3k	1074.55	View chart
PNC Financial Services (PNC)	0.1	$1.4M	+12%	6.6k	208.72	View chart
UnitedHealth (UNH)	0.1	$1.4M	+21%	4.2k	330.08	View chart
Qualcomm (QCOM)	0.1	$1.4M	+7%	7.9k	171.05	View chart
ConocoPhillips (COP)	0.1	$1.4M	+3%	15k	93.61	View chart
Profesionally Managed Portfo Congress Interme (CAFX)	0.1	$1.3M	+211%	54k	25.01	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$1.3M	-3%	101k	13.25	View chart
Travelers Companies (TRV)	0.1	$1.3M		4.6k	290.08	View chart
Home Depot (HD)	0.1	$1.3M	-73%	3.8k	344.11	View chart
Spdr Series Trust State Street Spd (XBI)	0.1	$1.3M	+87%	11k	121.93	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$1.3M	-2%	22k	60.53	View chart
Blackrock Etf Trust Disciplined Vola (BDVL)	0.1	$1.3M	+67%	53k	24.81	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$1.3M		27k	46.86	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.1	$1.3M	-3%	14k	91.19	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.3M	+86%	3.7k	342.95	View chart
Cisco Systems (CSCO)	0.1	$1.3M		16k	77.03	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$1.2M	-3%	11k	118.62	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.1	$1.2M	-3%	7.7k	159.89	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.1	$1.2M	+31%	48k	25.48	View chart
Franklin Templeton Etf Tr Ftse China (FLCH)	0.1	$1.2M		51k	23.80	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$1.2M	+39%	23k	52.77	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$1.2M	+99%	10k	119.41	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.2M	+67%	17k	71.41	View chart
Procter & Gamble Company (PG)	0.1	$1.2M	+17%	8.2k	143.31	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.2M	-8%	2.4k	483.70	View chart
Blackrock (BLK)	0.1	$1.2M		1.1k	1070.37	View chart
Coca-Cola Company (KO)	0.1	$1.2M	+7%	17k	69.91	View chart
Philip Morris International (PM)	0.1	$1.1M	+8%	7.1k	161.12	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.1M	+47%	6.0k	190.98	View chart
Union Pacific Corporation (UNP)	0.1	$1.1M		4.7k	231.31	View chart
Omni (OMC)	0.1	$1.1M	+2%	13k	80.82	View chart
Morgan Stanley Com New (MS)	0.1	$1.1M	+15%	6.1k	177.54	View chart
Cme (CME)	0.1	$1.1M		3.9k	273.07	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.1	$1.1M	+13%	40k	26.34	View chart
Corning Incorporated (GLW)	0.1	$1.0M		12k	87.56	View chart
Pepsi (PEP)	0.1	$1.0M	+3%	7.2k	143.69	View chart
Analog Devices (ADI)	0.1	$1.0M		3.8k	271.18	View chart
Bank of New York Mellon Corporation (BK)	0.1	$1.0M		8.7k	116.09	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$1.0M		19k	53.87	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$998k	NEW	20k	51.14	View chart
Comcast Corp Cl A (CMCSA)	0.1	$978k	+8%	33k	29.89	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$977k	+31%	10k	95.22	View chart
Principal Financial (PFG)	0.1	$973k	-3%	11k	88.21	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$973k	-7%	12k	83.75	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$970k	+108%	9.5k	101.67	View chart
Illinois Tool Works (ITW)	0.1	$944k	-5%	3.8k	246.49	View chart
Verizon Communications (VZ)	0.1	$939k	+9%	23k	40.73	View chart
AFLAC Incorporated (AFL)	0.1	$936k	-3%	8.5k	110.27	View chart
Spdr Series Trust Bloomberg Short (BWZ)	0.1	$926k	-5%	34k	27.41	View chart
Texas Instruments Incorporated (TXN)	0.1	$904k	-5%	5.2k	173.48	View chart
Paychex (PAYX)	0.1	$898k	-2%	8.0k	112.18	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$881k	-3%	17k	50.58	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$878k	+37%	20k	43.64	View chart
Automatic Data Processing (ADP)	0.1	$868k		3.4k	257.45	View chart
Abbott Laboratories (ABT)	0.1	$867k	+8%	6.9k	125.29	View chart
Kimberly-Clark Corporation (KMB)	0.1	$858k		8.5k	100.98	View chart
EOG Resources (EOG)	0.1	$848k	-3%	8.1k	105.02	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$816k	+49%	20k	40.23	View chart
Citigroup Com New (C)	0.1	$807k	+8%	6.9k	116.69	View chart
General Dynamics Corporation (GD)	0.1	$801k	+5%	2.4k	336.63	View chart
Starbucks Corporation (SBUX)	0.1	$801k	+3%	9.5k	84.21	View chart
McDonald's Corporation (MCD)	0.1	$795k	+2%	2.6k	305.68	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$777k		3.9k	198.60	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$776k	-6%	8.0k	97.21	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$775k	-5%	19k	41.27	View chart
Spdr Series Trust Bloomberg Intl (IBND)	0.1	$769k	-6%	24k	32.11	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	0.1	$767k	-5%	36k	21.37	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$756k	+51%	2.5k	304.23	View chart
Genuine Parts Company (GPC)	0.1	$753k		6.1k	123.13	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$753k	+32%	2.4k	313.83	View chart
International Business Machines (IBM)	0.1	$750k	-2%	2.5k	296.25	View chart
Valero Energy Corporation (VLO)	0.1	$742k	-12%	4.6k	162.79	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.1	$741k	+25%	7.9k	94.40	View chart
Colgate-Palmolive Company (CL)	0.1	$738k		9.3k	79.02	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$724k	+5%	14k	50.46	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$714k	+65%	8.0k	89.46	View chart
Best Buy (BBY)	0.1	$706k	-3%	11k	67.03	View chart
Medtronic SHS (MDT)	0.1	$706k	-11%	7.3k	96.21	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$704k	+64%	2.8k	250.28	View chart
L3harris Technologies (LHX)	0.1	$696k	-4%	2.4k	293.56	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$691k	+102%	9.7k	70.98	View chart
Chubb (CB)	0.1	$689k	+69%	2.2k	312.22	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$686k	+94%	21k	33.30	View chart
Cadence Design Systems (CDNS)	0.1	$681k	+1124%	2.2k	312.53	View chart
Cigna Corp (CI)	0.1	$677k	+6%	2.5k	275.21	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.1	$671k	+36%	14k	48.09	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$666k	+2%	4.6k	143.32	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$660k	+85%	17k	38.56	View chart
Doordash Cl A (DASH)	0.1	$652k	+62%	2.9k	226.48	View chart
Capital Group Global Equity SHS (CGGE)	0.1	$644k	+61%	20k	31.63	View chart
Honeywell International (HON)	0.1	$631k	-12%	3.2k	195.09	View chart

Past Filings by Transamerica Financial Advisors

SEC 13F filings are viewable for Transamerica Financial Advisors going back to 2011

Transamerica Financial Advisors 2025 Q4 filed Feb. 13, 2026
Transamerica Financial Advisors 2025 Q3 filed Nov. 14, 2025
Transamerica Financial Advisors 2025 Q2 filed Aug. 14, 2025
Transamerica Financial Advisors 2025 Q1 filed May 14, 2025
Transamerica Financial Advisors 2024 Q4 filed Feb. 12, 2025
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

View all past filings

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