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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 TUG, VV, QQQ, BND, VO, and represent 31.22% of Transamerica Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHX (+$13M), ANET (+$7.3M), BND, BKR, SCHP, SHY, TIP, DELL, FXO, PANW.
Started 16 new stock positions in DVY, GM, ROK, SHEL, HASI, APTV, BLK, GINX, FERG, AON. HUM, USDX, FXO, HES, BKR, ANET.
Reduced shares in these 10 stocks: TLT (-$8.3M), Arista Networks (-$6.5M), SUB (-$5.6M), ZTS, XOM, TUG, MUB, FTXL, ORLY, XLV.
Sold out of its positions in AIV, Arista Networks, BlackRock, CMS, XRAY, EIX, GME, GAP, GPN, GT.
Transamerica Financial Advisors was a net buyer of stock by $6.1M.
Transamerica Financial Advisors has $1.0B in assets under management (AUM), dropping by -1.36%.
Central Index Key (CIK): 0001502149

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Portfolio Holdings for Transamerica Financial Advisors

Transamerica Financial Advisors holds 575 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Transamerica Financial Advisors has 575 total positions. Only the first 250 positions are shown.

Sign up to view all of the Transamerica Financial Advisors Dec. 31, 2024 positions
Download the Transamerica Financial Advisors December 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	$166M		5.0M	33.52	View chart
Vanguard Index Fds Large Cap Etf (VV)	6.7	$67M		250k	269.70	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.1	$31M	+3%	61k	511.23	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.0	$31M	+18%	425k	71.91	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.0	$20M		77k	264.13	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.9	$19M	+210%	815k	23.18	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)	1.8	$18M	+4%	118k	153.77	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	1.8	$18M	+4%	248k	72.56	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.7	$17M		148k	115.23	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.6	$17M		344k	47.82	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Finl (PFI)	1.6	$16M	+4%	283k	57.01	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.5	$16M	+3%	74k	210.45	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PEZ)	1.5	$15M	+4%	152k	98.75	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	1.1	$11M		373k	30.48	View chart
NVIDIA Corporation (NVDA)	1.1	$11M	-2%	82k	134.30	View chart
Select Sector Spdr Tr Technology (XLK)	1.0	$10M	+2%	44k	232.53	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.0	$9.8M		110k	89.08	View chart
Apple (AAPL)	0.9	$9.1M	-3%	37k	250.42	View chart
Listed Fd Tr Stf Tac Gw & Inc (TUGN)	0.9	$9.0M		377k	23.96	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.9	$8.8M	+19%	179k	49.05	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.8	$8.4M	+4%	122k	68.94	View chart
Microsoft Corporation (MSFT)	0.8	$8.2M	+19%	19k	421.51	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.8	$8.2M	+89%	317k	25.83	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$8.0M	+8%	14k	588.72	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.7	$7.3M	+3%	29k	253.76	View chart
Arista Networks Com Shs (ANET)	0.7	$7.3M	NEW	66k	110.54	View chart
Costco Wholesale Corporation (COST)	0.7	$7.2M	-2%	7.8k	916.26	View chart
Meta Platforms Cl A (META)	0.7	$7.1M	-2%	12k	585.57	View chart
Servicenow (NOW)	0.7	$7.0M	-2%	6.6k	1060.12	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.7	$6.7M	+29%	86k	78.02	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.7	$6.6M	-8%	72k	92.45	View chart
Amazon (AMZN)	0.6	$6.4M	-2%	29k	219.41	View chart
Eaton Corp SHS (ETN)	0.6	$6.3M	-7%	19k	331.90	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.6	$6.3M	-2%	143k	44.18	View chart
Howmet Aerospace (HWM)	0.6	$6.3M	-2%	58k	109.37	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.6	$6.0M		174k	34.33	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$5.9M	-2%	31k	189.31	View chart
Home Depot (HD)	0.6	$5.9M	-4%	15k	388.99	View chart
Intuitive Surgical Com New (ISRG)	0.6	$5.9M	-2%	11k	521.96	View chart
Goldman Sachs (GS)	0.6	$5.7M	-2%	9.9k	572.64	View chart
Eli Lilly & Co. (LLY)	0.6	$5.7M	-2%	7.3k	771.99	View chart
TJX Companies (TJX)	0.6	$5.6M	-2%	47k	120.82	View chart
Visa Com Cl A (V)	0.6	$5.6M	-2%	18k	316.05	View chart
Select Sector Spdr Tr Financial (XLF)	0.5	$5.5M		115k	48.34	View chart
Arthur J. Gallagher & Co. (AJG)	0.5	$5.4M	-2%	19k	283.86	View chart
Boston Scientific Corporation (BSX)	0.5	$5.3M	-2%	60k	89.32	View chart
Intuit (INTU)	0.5	$4.9M	-2%	7.9k	628.54	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.5	$4.9M		84k	58.61	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.5	$4.8M	-3%	172k	27.88	View chart
Parker-Hannifin Corporation (PH)	0.5	$4.8M	-2%	7.5k	636.07	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.5	$4.8M	-3%	166k	28.67	View chart
Ecolab (ECL)	0.5	$4.7M	-2%	20k	234.34	View chart
Netflix (NFLX)	0.5	$4.7M	-2%	5.3k	891.40	View chart
Synopsys (SNPS)	0.5	$4.7M	-2%	9.7k	485.39	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.5	$4.7M		119k	39.40	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.4	$4.5M		87k	51.99	View chart
Sherwin-Williams Company (SHW)	0.4	$4.4M	-2%	13k	339.95	View chart
salesforce (CRM)	0.4	$4.4M	-2%	13k	334.35	View chart
Cintas Corporation (CTAS)	0.4	$4.3M	-2%	24k	182.72	View chart
Chipotle Mexican Grill (CMG)	0.4	$4.3M	-2%	71k	60.31	View chart
Moody's Corporation (MCO)	0.4	$4.2M	-2%	9.0k	473.41	View chart
Nxp Semiconductors N V (NXPI)	0.4	$4.2M	-2%	20k	207.88	View chart
O'reilly Automotive (ORLY)	0.4	$4.1M	-30%	3.5k	1185.80	View chart
Palo Alto Networks (PANW)	0.4	$4.1M	+94%	23k	181.98	View chart
Baker Hughes Company Cl A (BKR)	0.4	$4.1M	NEW	101k	41.03	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.4	$4.1M	+15%	52k	77.89	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.4	$4.0M	+17%	64k	63.16	View chart
The Trade Desk Com Cl A (TTD)	0.4	$4.0M	-2%	34k	117.56	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.4	$3.9M		56k	70.00	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$3.9M	+12368%	47k	81.99	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$3.8M	+23286%	36k	106.57	View chart
Select Sector Spdr Tr Communication (XLC)	0.4	$3.8M	+2%	40k	96.81	View chart
Dell Technologies CL C (DELL)	0.4	$3.8M	+3312400%	33k	115.26	View chart
Martin Marietta Materials (MLM)	0.4	$3.8M	-2%	7.4k	516.55	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.4	$3.7M	-3%	140k	26.20	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$3.7M	+3%	13k	280.12	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$3.5M	-18%	53k	66.16	View chart
Thermo Fisher Scientific (TMO)	0.3	$3.4M	-2%	6.5k	520.19	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$3.3M	+12%	17k	195.88	View chart
Onto Innovation (ONTO)	0.3	$3.3M	-2%	20k	166.69	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$3.2M	-8%	41k	78.67	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.3	$3.2M	-2%	8.0k	402.79	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$3.2M	-8%	36k	89.04	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$3.1M	-8%	29k	106.84	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.3	$3.0M	+2%	46k	65.36	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$2.9M	+2%	50k	58.79	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$2.9M	-20%	50k	58.20	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.3	$2.8M		63k	44.92	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.3	$2.8M	+129%	12k	224.38	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	0.3	$2.7M	-3%	53k	51.07	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.3	$2.7M		66k	40.42	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.3	$2.6M	-10%	11k	243.23	View chart
Profesionally Managed Portfo Congress Interme (CAFX)	0.2	$2.5M	-2%	102k	24.45	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$2.4M	+16%	35k	70.72	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.2	$2.4M	-6%	32k	74.83	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.2	$2.4M	NEW	44k	54.15	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$2.4M		15k	159.52	View chart
First Tr Exchange Traded Consumr Discre (FXD)	0.2	$2.4M	-3%	36k	64.65	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.2	$2.4M	-3%	13k	188.34	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$2.3M		46k	49.56	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$2.3M		45k	50.88	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$2.3M		23k	100.35	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$2.3M		45k	50.33	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.2	$2.2M		56k	39.58	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	0.2	$2.1M		41k	51.83	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$2.1M		24k	85.68	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$2.0M	-48%	14k	137.59	View chart
Franklin Templeton Etf Tr Us Treasury Bond (FLGV)	0.2	$1.9M	-3%	94k	20.12	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$1.8M	-3%	16k	114.49	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.8M	-9%	7.5k	239.77	View chart
Ishares Msci Jpn Etf New (EWJ)	0.2	$1.8M	+2%	27k	67.10	View chart
First Tr Exch Trd Alphdx Japan Alphadex (FJP)	0.2	$1.8M	+2%	34k	51.69	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.7M	+2%	4.3k	401.63	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.2	$1.7M	-15%	28k	60.59	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.2	$1.7M	-2%	59k	28.65	View chart
Angel Oak Funds Trust Income Etf (CARY)	0.2	$1.7M	-3%	81k	20.60	View chart
Johnson & Johnson (JNJ)	0.2	$1.6M	+7%	11k	144.68	View chart
Chevron Corporation (CVX)	0.2	$1.6M	+140%	11k	144.91	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.5M	-70%	14k	107.62	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$1.5M		16k	96.91	View chart
Caterpillar (CAT)	0.1	$1.5M	-5%	4.2k	362.87	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$1.5M		37k	40.70	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.4M		12k	115.78	View chart
UnitedHealth (UNH)	0.1	$1.4M	-7%	2.8k	505.88	View chart
Gilead Sciences (GILD)	0.1	$1.4M	-10%	15k	92.41	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.1	$1.4M	-9%	10k	138.32	View chart
Ishares Tr Msci Euro Fl Etf (EUFN)	0.1	$1.4M	+3%	58k	23.31	View chart
Bristol Myers Squibb (BMY)	0.1	$1.3M	-9%	24k	56.58	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$1.3M	-11%	103k	12.99	View chart
Cisco Systems (CSCO)	0.1	$1.3M	-17%	22k	59.21	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.1	$1.3M	-5%	13k	104.30	View chart
ConocoPhillips (COP)	0.1	$1.3M	+6%	13k	99.18	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.1	$1.3M	-4%	11k	115.76	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$1.3M		16k	78.61	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$1.2M	+3%	9.5k	131.82	View chart
Travelers Companies (TRV)	0.1	$1.2M	-7%	4.8k	240.99	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$1.2M	+152477%	14k	84.18	View chart
Cummins (CMI)	0.1	$1.1M	-17%	3.3k	348.66	View chart
Analog Devices (ADI)	0.1	$1.1M	-8%	5.4k	212.57	View chart
Ishares Msci Eurzone Etf (EZU)	0.1	$1.1M	-34%	24k	47.24	View chart
PNC Financial Services (PNC)	0.1	$1.1M	-15%	5.8k	192.94	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$1.1M	+28%	18k	59.75	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.1M	+7%	2.2k	485.92	View chart
Kimberly-Clark Corporation (KMB)	0.1	$1.1M		8.1k	131.04	View chart
Procter & Gamble Company (PG)	0.1	$1.0M		6.1k	167.79	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$1.0M	-5%	20k	50.71	View chart
Paychex (PAYX)	0.1	$1000k	-3%	7.1k	140.29	View chart
Abbvie (ABBV)	0.1	$997k	+12%	5.6k	177.81	View chart
Coca-Cola Company (KO)	0.1	$978k	+16%	16k	62.28	View chart
Automatic Data Processing (ADP)	0.1	$977k	-7%	3.3k	292.87	View chart
Blackrock (BLK)	0.1	$977k	NEW	953.00	1025.18	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$967k	-5%	12k	80.32	View chart
Cme (CME)	0.1	$964k	-4%	4.1k	232.35	View chart
Invesco Currencyshares Swiss Swiss Franc (FXF)	0.1	$959k	+2%	9.8k	97.90	View chart
Texas Instruments Incorporated (TXN)	0.1	$944k	+5%	5.0k	187.60	View chart
Illinois Tool Works (ITW)	0.1	$938k	-3%	3.7k	253.72	View chart
Corning Incorporated (GLW)	0.1	$936k	+19%	20k	47.53	View chart
Pepsi (PEP)	0.1	$934k	+12%	6.1k	152.09	View chart
Union Pacific Corporation (UNP)	0.1	$924k	+2%	4.1k	228.09	View chart
Omni (OMC)	0.1	$923k		11k	86.12	View chart
Bank of New York Mellon Corporation (BK)	0.1	$922k	-14%	12k	76.88	View chart
Qualcomm (QCOM)	0.1	$912k		5.9k	153.77	View chart
Aflac shs (AFL)	0.1	$907k		8.8k	103.47	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$903k		22k	41.75	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$903k		9.5k	95.56	View chart
Comcast Corp Cl A (CMCSA)	0.1	$877k	-2%	23k	37.54	View chart
Spdr Ser Tr Ice Pfd Sec Etf (PSK)	0.1	$869k		26k	33.01	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$813k	+2%	24k	33.95	View chart
EOG Resources (EOG)	0.1	$810k	+9%	6.6k	122.65	View chart
Best Buy (BBY)	0.1	$787k	+11%	9.2k	85.89	View chart
Colgate-Palmolive Company (CL)	0.1	$750k	+30%	8.2k	91.02	View chart
Genuine Parts Company (GPC)	0.1	$749k	+13%	6.4k	116.90	View chart
McDonald's Corporation (MCD)	0.1	$720k		2.5k	289.97	View chart
Medtronic SHS (MDT)	0.1	$712k	+17%	8.9k	79.96	View chart
Abbott Laboratories (ABT)	0.1	$699k		6.2k	113.18	View chart
Ameriprise Financial (AMP)	0.1	$690k	-19%	1.3k	532.41	View chart
Starbucks Corporation (SBUX)	0.1	$684k	-2%	7.5k	91.26	View chart
Morgan Stanley Com New (MS)	0.1	$677k	-19%	5.4k	125.72	View chart
General Dynamics Corporation (GD)	0.1	$676k	+14%	2.6k	263.45	View chart
Dow (DOW)	0.1	$669k	+25%	17k	40.16	View chart
Packaging Corporation of America (PKG)	0.1	$653k	+48200%	2.9k	225.33	View chart
Philip Morris International (PM)	0.1	$651k		5.4k	120.44	View chart
Wells Fargo & Company (WFC)	0.1	$650k	-3%	9.2k	70.32	View chart
Bank of America Corporation (BAC)	0.1	$613k	-2%	14k	44.02	View chart
Hp (HPQ)	0.1	$606k		19k	32.65	View chart
Spdr Ser Tr S&p Oilgas Exp (XOP)	0.1	$603k	+3%	4.6k	132.47	View chart
CRH Ord (CRH)	0.1	$598k		6.5k	92.56	View chart
Franklin Templeton Etf Tr Ftse China (FLCH)	0.1	$593k	+2%	32k	18.40	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$555k	+3%	20k	27.61	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.0	$493k	-21%	5.5k	90.21	View chart
Citigroup Com New (C)	0.0	$489k		6.9k	70.49	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$480k		8.3k	57.99	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$426k	-5%	5.0k	85.00	View chart
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB)	0.0	$424k	+2%	16k	26.21	View chart
Deere & Company (DE)	0.0	$378k		893.00	423.29	View chart
Honeywell International (HON)	0.0	$377k	-2%	1.7k	226.29	View chart
Chubb (CB)	0.0	$312k	+19%	1.1k	277.09	View chart
3M Company (MMM)	0.0	$307k		2.4k	129.37	View chart
Us Bancorp Del Com New (USB)	0.0	$295k		6.2k	47.87	View chart
First Tr Exch Trd Alphdx Unit King Alph (FKU)	0.0	$282k		7.4k	38.08	View chart
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)	0.0	$282k	+3%	5.0k	56.10	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$282k	-7%	1.4k	197.62	View chart
First Tr Exch Trd Alphdx Switzlnd Alpha (FSZ)	0.0	$280k	+3%	4.5k	62.79	View chart
Sanofi Sponsored Adr (SNY)	0.0	$278k	+20%	5.7k	48.37	View chart
First Tr Exch Trd Alphdx China Alphadex (FCA)	0.0	$278k	+231000%	14k	20.05	View chart
Equity Residential Sh Ben Int (EQR)	0.0	$275k	+4%	3.8k	71.86	View chart
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG)	0.0	$271k	-13%	23k	11.74	View chart
Bk Nova Cad (BNS)	0.0	$271k	-8%	5.0k	53.83	View chart
FedEx Corporation (FDX)	0.0	$270k		960.00	281.25	View chart
Unilever Spon Adr New (UL)	0.0	$267k	+10%	4.7k	56.77	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$265k	+16%	4.9k	54.64	View chart
Canadian Natural Resources (CNQ)	0.0	$260k	+2%	8.4k	30.89	View chart
Principal Financial (PFG)	0.0	$258k	-4%	3.3k	77.48	View chart
Truist Financial Corp equities (TFC)	0.0	$254k		5.8k	43.52	View chart
Public Storage (PSA)	0.0	$252k	+3%	840.00	300.00	View chart
Becton, Dickinson and (BDX)	0.0	$250k		1.1k	227.27	View chart
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG)	0.0	$225k	+23%	16k	14.53	View chart
Marathon Petroleum Corp (MPC)	0.0	$217k		1.6k	139.91	View chart
Paccar (PCAR)	0.0	$212k		2.0k	104.33	View chart
Schlumberger Com Stk (SLB)	0.0	$212k	-16%	5.5k	38.47	View chart
Phillips 66 (PSX)	0.0	$192k		1.7k	114.08	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.0	$186k		2.4k	77.21	View chart
SYSCO Corporation (SYY)	0.0	$180k		2.4k	76.56	View chart
Nice Sponsored Adr (NICE)	0.0	$180k	-7%	1.1k	170.29	View chart
Willis Towers Watson SHS (WTW)	0.0	$178k	-7%	567.00	313.93	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$172k		489.00	351.74	View chart
Valero Energy Corporation (VLO)	0.0	$171k		1.4k	123.20	View chart
Hartford Financial Services (HIG)	0.0	$167k		1.5k	109.58	View chart
Rbc Cad (RY)	0.0	$166k	-7%	1.4k	120.46	View chart
General Mills (GIS)	0.0	$166k		2.6k	63.99	View chart
Kraft Heinz (KHC)	0.0	$166k		5.4k	30.87	View chart
Merck & Co (MRK)	0.0	$165k	+1556%	1.7k	99.64	View chart
Hershey Company (HSY)	0.0	$164k		965.00	169.95	View chart
eBay (EBAY)	0.0	$156k	+2%	2.5k	62.03	View chart
Janus Henderson Group Ord Shs (JHG)	0.0	$151k	-7%	3.5k	42.72	View chart
Emerson Electric (EMR)	0.0	$148k	+101%	1.2k	123.95	View chart
Fifth Third Ban (FITB)	0.0	$142k		3.4k	42.39	View chart
Novartis Sponsored Adr (NVS)	0.0	$141k	-7%	1.4k	97.65	View chart
PPG Industries (PPG)	0.0	$140k		1.2k	119.86	View chart
Celestica (CLS)	0.0	$139k	-24%	1.5k	92.30	View chart
Williams-Sonoma (WSM)	0.0	$139k		746.00	186.33	View chart
Pentair SHS (PNR)	0.0	$139k	-7%	1.4k	101.09	View chart
Aon Shs Cl A (AON)	0.0	$136k	NEW	378.00	359.79	View chart
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA)	0.0	$134k	-6%	14k	9.73	View chart
Cincinnati Financial Corporation (CINF)	0.0	$133k		921.00	144.41	View chart
W.R. Berkley Corporation (WRB)	0.0	$127k		2.2k	58.71	View chart
Jd.com Spon Ads Cl A (JD)	0.0	$125k	+41%	3.6k	34.68	View chart
Microchip Technology (MCHP)	0.0	$125k	-9%	2.2k	57.60	View chart
Lululemon Athletica (LULU)	0.0	$125k	+20%	326.00	383.44	View chart
Fabrinet SHS (FN)	0.0	$125k	+17%	565.00	221.24	View chart

Past Filings by Transamerica Financial Advisors

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

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
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

View all past filings

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