Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 28.48% of Transamerica Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: PEZ (+$14M), APH, TKO, TLT, NVDA, PLTR, AAPL, CWB, EMB, MSFT.
Started 1042 new stock positions in SCI, IIPR, EW, QGEN, RIO, TBI, VST, CARR, JGLO, SF.
Reduced shares in these 10 stocks: TUG (-$19M), PUI (-$15M), SHY (-$12M), BKR, CMG, HWM, TTD, PRN, SPIB, PTF.
Sold out of its positions in BPMC, FBZ, HES, UUP, LUMN, PARA, Wk Kellogg, Walgreen Boots Alliance.
Transamerica Financial Advisors was a net buyer of stock by $73M.
Transamerica Financial Advisors has $1.2B in assets under management (AUM), dropping by 13.11%.
Central Index Key (CIK): 0001502149

Tip: Access up to 7 years of quarterly data

Positions held by Transamerica Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Transamerica Financial Advisors

Transamerica Financial Advisors holds 1601 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Transamerica Financial Advisors has 1601 total positions. Only the first 250 positions are shown.

Sign up to view all of the Transamerica Financial Advisors Sept. 30, 2025 positions
Download the Transamerica Financial Advisors September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Listed Fds Tr Stf Tactical Grw (TUG)	13.9	$168M	-10%	4.3M	39.22	View chart
Vanguard Index Fds Large Cap Etf (VV)	6.5	$79M		256k	307.86	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.3	$39M		66k	600.37	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.8	$34M		452k	74.37	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.0	$24M		81k	293.74	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.9	$23M	+5%	388k	59.92	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.9	$23M		877k	26.34	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.6	$20M		80k	247.12	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)	1.6	$19M	-4%	111k	172.77	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.6	$19M		158k	118.83	View chart
NVIDIA Corporation (NVDA)	1.5	$18M	+23%	97k	186.58	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	1.3	$16M	-4%	213k	74.82	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Finl (PFI)	1.3	$16M	-4%	270k	57.97	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	1.2	$15M		394k	37.94	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PEZ)	1.1	$14M	+22618%	137k	100.67	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	1.0	$13M		299k	42.13	View chart
Microsoft Corporation (MSFT)	1.0	$12M	+28%	24k	517.95	View chart
Select Sector Spdr Tr Technology (XLK)	1.0	$12M	+3%	42k	281.86	View chart
Apple (AAPL)	1.0	$12M	+36%	46k	254.63	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.9	$11M	+17%	118k	96.46	View chart
Broadcom (AVGO)	0.9	$10M	+21%	31k	329.91	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$10M	+9%	15k	669.29	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.8	$10M	+4%	201k	49.46	View chart
Meta Platforms Cl A (META)	0.8	$9.9M	+16%	14k	734.36	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.8	$9.3M	-4%	119k	78.34	View chart
Arista Networks Com Shs (ANET)	0.8	$9.3M		64k	145.71	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.8	$9.2M		31k	293.78	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.7	$9.0M		333k	26.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$8.9M	+19%	37k	243.09	View chart
Listed Fds Tr Stf Tac Gw & Inc (TUGN)	0.7	$8.7M	-7%	334k	26.01	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.7	$8.7M		191k	45.51	View chart
Goldman Sachs (GS)	0.6	$7.7M	+3%	9.6k	796.31	View chart
Amazon (AMZN)	0.6	$7.5M	+25%	34k	219.57	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.6	$7.4M	+5%	97k	76.45	View chart
Netflix (NFLX)	0.6	$7.4M	+23%	6.2k	1198.87	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.6	$7.2M		90k	79.93	View chart
Eaton Corp SHS (ETN)	0.6	$6.8M		18k	374.25	View chart
Select Sector Spdr Tr Financial (XLF)	0.6	$6.6M	+8%	123k	53.87	View chart
TJX Companies (TJX)	0.5	$6.6M	+2%	46k	144.54	View chart
Howmet Aerospace (HWM)	0.5	$6.2M	-28%	32k	196.23	View chart
Visa Com Cl A (V)	0.5	$6.2M	+7%	18k	341.38	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.5	$6.2M		92k	67.29	View chart
Home Depot (HD)	0.5	$6.0M		15k	405.17	View chart
Servicenow (NOW)	0.5	$5.9M		6.4k	920.19	View chart
Dell Technologies CL C (DELL)	0.5	$5.8M		41k	141.77	View chart
Costco Wholesale Corporation (COST)	0.5	$5.8M	+5%	6.3k	925.56	View chart
Boston Scientific Corporation (BSX)	0.5	$5.5M		57k	97.63	View chart
O'reilly Automotive (ORLY)	0.4	$5.4M		50k	107.81	View chart
Ishares Tr Faln Angls Usd (FALN)	0.4	$5.2M		189k	27.78	View chart
Uber Technologies (UBER)	0.4	$5.2M	+2%	53k	97.97	View chart
Ecolab (ECL)	0.4	$5.2M		19k	273.86	View chart
Parker-Hannifin Corporation (PH)	0.4	$5.2M		6.8k	758.07	View chart
Select Sector Spdr Tr Communication (XLC)	0.4	$5.0M	+3%	42k	118.37	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.4	$4.9M	-3%	33k	148.61	View chart
Amphenol Corp Cl A (APH)	0.4	$4.9M	NEW	40k	123.76	View chart
Arthur J. Gallagher & Co. (AJG)	0.4	$4.9M	+4%	16k	309.72	View chart
Intuitive Surgical Com New (ISRG)	0.4	$4.9M		11k	447.21	View chart
Cintas Corporation (CTAS)	0.4	$4.7M	+2%	23k	205.25	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.4	$4.6M		114k	40.57	View chart
Williams Companies (WMB)	0.4	$4.6M		73k	63.35	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.4	$4.6M		101k	45.67	View chart
Synopsys (SNPS)	0.4	$4.6M		9.3k	493.35	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$4.5M		15k	297.60	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.4	$4.5M		67k	66.90	View chart
Tko Group Holdings Cl A (TKO)	0.4	$4.5M	NEW	22k	201.95	View chart
Palo Alto Networks (PANW)	0.4	$4.4M		22k	203.62	View chart
Dynatrace Com New (DT)	0.4	$4.4M	+59%	91k	48.45	View chart
Martin Marietta Materials (MLM)	0.4	$4.3M		6.8k	630.25	View chart
Moody's Corporation (MCO)	0.3	$4.0M		8.4k	476.44	View chart
Motorola Solutions Com New (MSI)	0.3	$3.9M		8.6k	457.30	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$3.8M		51k	75.11	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$3.8M	+6141%	43k	89.37	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$3.8M		18k	215.79	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$3.8M	-3%	46k	82.58	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$3.7M	-3%	33k	111.22	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$3.7M	+9%	7.8k	468.36	View chart
Welltower Inc Com reit (WELL)	0.3	$3.6M	-3%	20k	178.13	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.3	$3.6M		124k	28.90	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$3.6M	-4%	49k	73.48	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.3	$3.5M		131k	26.95	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$3.4M	+10%	30k	111.47	View chart
Palantir Technologies Cl A (PLTR)	0.3	$3.3M	NEW	18k	182.41	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.3	$3.2M		68k	47.74	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	0.3	$3.2M		61k	52.27	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$3.1M	+11%	60k	51.08	View chart
Thermo Fisher Scientific (TMO)	0.3	$3.0M		6.3k	485.02	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$3.0M		52k	58.85	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.3	$3.0M		7.7k	391.60	View chart
Spdr Series Trust Bbg Conv Sec Etf (CWB)	0.2	$2.9M	+7968%	32k	90.50	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$2.9M	+3%	21k	139.17	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.2	$2.9M	+2%	37k	78.21	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$2.9M		15k	195.86	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$2.9M	+2%	34k	84.83	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$2.8M	+7303%	30k	95.19	View chart
Angel Oak Funds Trust Mortgage Backed (MBS)	0.2	$2.8M		322k	8.72	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$2.8M		56k	49.83	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$2.8M	+2%	28k	100.70	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$2.8M	+7325%	34k	81.19	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$2.8M		55k	50.27	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$2.7M	+7%	30k	89.34	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	0.2	$2.5M		49k	51.14	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.2	$2.3M		22k	107.43	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.2	$2.3M	-5%	39k	59.39	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$2.3M	-6%	8.2k	279.81	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.2	$2.3M	-6%	29k	78.06	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.3M	+7%	7.2k	315.40	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.2	$2.3M	-5%	50k	45.45	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$2.1M		27k	78.37	View chart
Invesco Currencyshares Swiss Swiss Franc (FXF)	0.2	$2.1M	+9%	19k	111.23	View chart
First Tr Exchange-traded Nasdaq 100 Ex (QQXT)	0.2	$2.1M	-5%	21k	98.93	View chart
Ishares Msci Jpn Etf New (EWJ)	0.2	$2.1M		26k	80.21	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$2.1M		27k	76.40	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$2.0M		42k	47.63	View chart
First Tr Exch Trd Alphdx Japan Alphadex (FJP)	0.2	$2.0M	+2%	30k	65.16	View chart
Johnson & Johnson (JNJ)	0.2	$1.9M		10k	185.41	View chart
Ishares Msci Eurzone Etf (EZU)	0.2	$1.9M		30k	61.94	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$1.8M		21k	87.21	View chart
Franklin Templeton Etf Tr Us Treasury Bond (FLGV)	0.1	$1.8M		87k	20.64	View chart
Caterpillar (CAT)	0.1	$1.8M	-8%	3.8k	477.05	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$1.7M	+20%	11k	154.22	View chart
Chevron Corporation (CVX)	0.1	$1.6M	+9%	11k	155.28	View chart
Spdr Series Trust Portfolio Crport (SPBO)	0.1	$1.6M		55k	29.63	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.6M		14k	112.74	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$1.6M	+5%	16k	100.25	View chart
Abbvie (ABBV)	0.1	$1.6M	+43%	6.8k	231.52	View chart
Angel Oak Funds Trust Income Etf (CARY)	0.1	$1.6M		75k	20.91	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$1.5M	NEW	33k	46.04	View chart
Wells Fargo & Company (WFC)	0.1	$1.5M	+98%	17k	83.82	View chart
Gilead Sciences (GILD)	0.1	$1.4M	+2%	13k	110.99	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$1.4M	-9%	105k	13.43	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$1.4M	+2%	22k	62.71	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.3M	-19%	8.0k	167.33	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.1	$1.3M	-5%	15k	91.61	View chart
Blackrock Etf Trust Dynamic Eqty Act	0.1	$1.3M	NEW	52k	25.31	View chart
ConocoPhillips (COP)	0.1	$1.3M	-3%	14k	94.59	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$1.3M	+9%	30k	44.48	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.3M	+20%	2.6k	499.13	View chart
Franklin Templeton Etf Tr Ftse China (FLCH)	0.1	$1.3M	+2%	50k	26.01	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.1	$1.3M	-6%	8.0k	160.64	View chart
Travelers Companies (TRV)	0.1	$1.3M		4.6k	279.18	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$1.3M	-5%	11k	116.82	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$1.3M		27k	46.32	View chart
Ishares Tr Msci Euro Fl Etf (EUFN)	0.1	$1.3M	+3%	36k	34.34	View chart
Blackrock (BLK)	0.1	$1.2M	+10%	1.1k	1164.80	View chart
Bristol Myers Squibb (BMY)	0.1	$1.2M	+6%	28k	45.10	View chart
Qualcomm (QCOM)	0.1	$1.2M	+8%	7.4k	166.35	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$1.2M	NEW	45k	27.29	View chart
Cummins (CMI)	0.1	$1.2M	-15%	2.9k	422.33	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$1.2M	+16%	5.0k	239.64	View chart
UnitedHealth (UNH)	0.1	$1.2M	-2%	3.4k	345.27	View chart
Merck & Co (MRK)	0.1	$1.2M	+330%	14k	83.98	View chart
PNC Financial Services (PNC)	0.1	$1.2M	-3%	5.9k	200.92	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$1.2M		19k	62.49	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.1M	NEW	36k	31.91	View chart
Cisco Systems (CSCO)	0.1	$1.1M	+10%	16k	68.42	View chart
Union Pacific Corporation (UNP)	0.1	$1.1M	+16%	4.7k	236.36	View chart
Kimberly-Clark Corporation (KMB)	0.1	$1.1M	+9%	8.6k	124.40	View chart
Procter & Gamble Company (PG)	0.1	$1.1M	+22%	7.0k	153.65	View chart
Omni (OMC)	0.1	$1.1M	-7%	13k	81.54	View chart
Illinois Tool Works (ITW)	0.1	$1.1M	+9%	4.1k	260.94	View chart
Philip Morris International (PM)	0.1	$1.1M	+76%	6.5k	162.18	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$1.1M	+4%	13k	84.11	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.0M	NEW	2.2k	480.10	View chart
Cme (CME)	0.1	$1.0M	+7%	3.9k	270.15	View chart
Paychex (PAYX)	0.1	$1.0M	+30%	8.2k	126.75	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.0M	NEW	8.5k	120.71	View chart
Coca-Cola Company (KO)	0.1	$1.0M	+13%	15k	66.37	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.0M	+14%	5.5k	183.71	View chart
Corning Incorporated (GLW)	0.1	$1.0M	-36%	12k	82.03	View chart
Automatic Data Processing (ADP)	0.1	$993k	+12%	3.4k	293.60	View chart
Spdr Series Trust Bloomberg Short (BWZ)	0.1	$993k		36k	27.82	View chart
AFLAC Incorporated (AFL)	0.1	$983k		8.8k	111.70	View chart
Pepsi (PEP)	0.1	$968k	-4%	6.9k	140.42	View chart
Bank of New York Mellon Corporation (BK)	0.1	$963k	-15%	8.8k	108.96	View chart
Principal Financial (PFG)	0.1	$950k	-2%	12k	82.91	View chart
Comcast Corp Cl A (CMCSA)	0.1	$943k	+11%	30k	31.42	View chart
Mastercard Incorporated Cl A (MA)	0.1	$940k	+165200%	1.7k	568.59	View chart
Analog Devices (ADI)	0.1	$935k	-10%	3.8k	245.67	View chart
EOG Resources (EOG)	0.1	$935k	+10%	8.3k	112.12	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.1	$932k	NEW	35k	26.36	View chart
Verizon Communications (VZ)	0.1	$925k	+43%	21k	43.95	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.1	$922k	NEW	37k	25.29	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$922k	NEW	16k	59.20	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$913k		18k	50.78	View chart
Valero Energy Corporation (VLO)	0.1	$889k	-20%	5.2k	170.26	View chart
Emcor (EME)	0.1	$882k	NEW	1.4k	649.39	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$876k	NEW	16k	53.24	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$861k	NEW	18k	46.71	View chart
Genuine Parts Company (GPC)	0.1	$859k	-2%	6.2k	138.69	View chart
Abbott Laboratories (ABT)	0.1	$858k	+26%	6.4k	133.94	View chart
Morgan Stanley Com New (MS)	0.1	$837k		5.3k	158.95	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.1	$833k	-5%	8.5k	97.98	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$830k	NEW	4.0k	206.49	View chart
Best Buy (BBY)	0.1	$826k	+7%	11k	75.69	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$826k	-5%	20k	41.58	View chart
Spdr Series Trust Bloomberg Intl (IBND)	0.1	$825k	-5%	26k	32.29	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	0.1	$816k	+22768%	38k	21.36	View chart
Tesla Motors (TSLA)	0.1	$797k	NEW	1.8k	444.72	View chart
Medtronic SHS (MDT)	0.1	$792k	+13%	8.3k	95.35	View chart
Blackrock Etf Trust Disciplined Vola	0.1	$788k	NEW	32k	25.00	View chart
Honeywell International (HON)	0.1	$779k	+614%	3.7k	210.48	View chart
Starbucks Corporation (SBUX)	0.1	$776k	+25%	9.2k	84.60	View chart
McDonald's Corporation (MCD)	0.1	$771k	+14%	2.5k	303.85	View chart
General Dynamics Corporation (GD)	0.1	$768k	-11%	2.3k	340.92	View chart
L3harris Technologies (LHX)	0.1	$758k	+988%	2.5k	305.35	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$758k	NEW	3.9k	194.50	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$758k	NEW	4.0k	187.41	View chart
Colgate-Palmolive Company (CL)	0.1	$756k	+6%	9.5k	79.93	View chart
Newmont Mining Corporation (NEM)	0.1	$744k	+271%	8.8k	84.31	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$742k	NEW	7.8k	95.14	View chart
International Business Machines (IBM)	0.1	$734k	NEW	2.6k	282.06	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$691k	NEW	14k	50.59	View chart
Altria (MO)	0.1	$678k	NEW	10k	66.08	View chart
Packaging Corporation of America (PKG)	0.1	$671k	-7%	3.1k	217.95	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$669k	NEW	9.9k	67.83	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$669k	NEW	10k	65.91	View chart
Cigna Corp (CI)	0.1	$666k	+28787%	2.3k	288.20	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$661k	NEW	2.0k	332.69	View chart
Citigroup Com New (C)	0.1	$648k	+10%	6.4k	101.49	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$647k	+5%	4.5k	142.54	View chart
Hp (HPQ)	0.1	$643k	-10%	24k	27.23	View chart
Spdr Series Trust S&p Oilgas Exp (XOP)	0.1	$642k	+2%	4.9k	132.19	View chart
Trane Technologies SHS (TT)	0.1	$620k	+146800%	1.5k	421.84	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$619k	NEW	15k	42.16	View chart
Royal Caribbean Cruises (RCL)	0.0	$599k	NEW	1.9k	323.51	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.0	$581k	NEW	6.2k	93.54	View chart
Spdr Series Trust S&p Biotech (XBI)	0.0	$581k	+2%	5.8k	100.18	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.0	$578k	NEW	6.3k	92.40	View chart
Bank of America Corporation (BAC)	0.0	$560k	+28%	11k	51.59	View chart
Comfort Systems USA (FIX)	0.0	$549k	NEW	666.00	824.00	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.0	$538k	NEW	14k	39.63	View chart
Eli Lilly & Co. (LLY)	0.0	$525k	+1225%	689.00	761.97	View chart
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB)	0.0	$521k		16k	32.31	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$511k	+5%	5.1k	100.04	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.0	$496k	NEW	10k	48.47	View chart
Us Bancorp Del Com New (USB)	0.0	$486k	+72%	10k	48.54	View chart
Doordash Cl A (DASH)	0.0	$483k	NEW	1.8k	271.95	View chart
Tempur-Pedic International (SGI)	0.0	$482k	NEW	5.7k	84.32	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$471k	+76100%	4.6k	102.98	View chart
Ge Vernova (GEV)	0.0	$469k	NEW	762.00	614.77	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$457k	+33%	1.6k	279.31	View chart
Houlihan Lokey Cl A (HLI)	0.0	$454k	NEW	2.2k	205.26	View chart
Hershey Company (HSY)	0.0	$452k	+161%	2.4k	186.99	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$442k	+10%	6.9k	63.83	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$441k	+90400%	1.8k	243.54	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$437k	NEW	1.7k	256.36	View chart
Unilever Spon Adr New (UL)	0.0	$433k	+29%	7.3k	59.28	View chart
Profesionally Managed Portfo Congress Interme (CAFX)	0.0	$432k	+1298%	17k	25.02	View chart
Medpace Hldgs (MEDP)	0.0	$429k	NEW	835.00	513.65	View chart
Nrg Energy Com New (NRG)	0.0	$428k	NEW	2.6k	161.91	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 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
Transamerica Financial Advisors 2021 Q4 filed Feb. 14, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z