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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 14.87% of Transamerica Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: PXI (+$15M), IBKR (+$7.2M), TPR (+$6.4M), CAH (+$6.1M), ELAN (+$5.6M), HWM (+$5.6M), HLT, ASML, SPTI, LLY.
Started 310 new stock positions in BOX, CLAR, VYX, SLND, CBSH, SHLS, AZTA, LFCR, SCVL, MERC.
Reduced shares in these 10 stocks: PFI (-$13M), TT (-$8.2M), RCL (-$6.6M), DELL (-$6.4M), PRN (-$6.1M), NRG (-$5.3M), VV (-$5.1M), MA, NFLX, HLI.
Sold out of its positions in ACCO, ANGI, ASGN, Advantage Solutions, AIRS, ALEX, AFG, AWR, AMWD, CRMT.
Transamerica Financial Advisors was a net seller of stock by $-13M.
Transamerica Financial Advisors has $1.2B in assets under management (AUM), dropping by -2.01%.
Central Index Key (CIK): 0001502149

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Portfolio Holdings for Transamerica Financial Advisors

Transamerica Financial Advisors holds 1940 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Transamerica Financial Advisors has 1940 total positions. Only the first 250 positions are shown.

Sign up to view all of the Transamerica Financial Advisors March 31, 2026 positions
Download the Transamerica Financial Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Large Cap Etf (VV)	5.5	$65M	-7%	217k	298.85	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.7	$32M	-10%	55k	577.19	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.4	$28M	-6%	381k	73.64	View chart
NVIDIA Corporation (NVDA)	2.3	$27M		157k	174.40	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.9	$23M	-3%	356k	64.08	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.7	$19M	-8%	67k	287.18	View chart
Ge Vernova (GEV)	1.6	$19M	-3%	22k	872.91	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.6	$19M	-10%	731k	25.64	View chart
Broadcom (AVGO)	1.6	$19M	-2%	60k	309.51	View chart
Apple (AAPL)	1.5	$18M	+12%	70k	253.79	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.4	$16M	-9%	132k	124.31	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.3	$16M	-10%	66k	237.62	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Enrg (PXI)	1.3	$16M	+81578%	260k	59.55	View chart
Amphenol Corp Cl A (APH)	1.2	$14M	-5%	109k	126.37	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)	1.2	$14M	-30%	71k	194.53	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.2	$14M	+13%	103k	132.90	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	1.2	$14M	-19%	157k	86.33	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	1.1	$13M	-8%	330k	40.10	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Basc (PYZ)	1.1	$13M	-7%	110k	119.83	View chart
Howmet Aerospace (HWM)	1.1	$13M	+78%	55k	230.46	View chart
Comfort Systems USA (FIX)	1.0	$12M	-5%	8.8k	1379.05	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$12M		41k	287.57	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$12M	+5%	18k	653.21	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.0	$11M		117k	95.44	View chart
Microsoft Corporation (MSFT)	0.9	$11M	+5%	30k	370.18	View chart
Emcor (EME)	0.9	$11M	-3%	15k	738.35	View chart
Palantir Technologies Cl A (PLTR)	0.8	$9.8M	+3%	67k	146.28	View chart
Amazon (AMZN)	0.8	$9.2M	+7%	44k	208.27	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.8	$9.2M	-7%	226k	40.83	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.8	$9.1M		190k	48.05	View chart
Carpenter Technology Corporation (CRS)	0.8	$9.1M	-5%	23k	394.15	View chart
Technipfmc (FTI)	0.8	$9.0M	+5%	130k	69.13	View chart
Spdr Series Trust State Street Spd (SPYM)	0.7	$8.0M	-9%	104k	76.54	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.7	$7.9M		85k	92.69	View chart
Meta Platforms Cl A (META)	0.7	$7.7M	+4%	13k	572.16	View chart
Newmont Mining Corporation (NEM)	0.7	$7.7M	-7%	71k	108.25	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.6	$7.6M	-7%	162k	46.74	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.6	$7.5M	-6%	280k	26.61	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.6	$7.2M	+9456%	108k	67.07	View chart
Arista Networks Com Shs (ANET)	0.6	$7.2M	-6%	58k	122.78	View chart
Spdr Series Trust State Street Spd (SPTI)	0.6	$7.1M	+98%	248k	28.66	View chart
TJX Companies (TJX)	0.6	$6.9M	-3%	43k	159.70	View chart
Wells Fargo & Company (WFC)	0.6	$6.9M	-4%	86k	79.61	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.6	$6.7M	-10%	26k	257.35	View chart
Costco Wholesale Corporation (COST)	0.6	$6.7M	+5%	6.7k	996.52	View chart
Ensign (ENSG)	0.6	$6.6M	+4%	33k	201.51	View chart
Tapestry (TPR)	0.6	$6.5M	+4854%	46k	141.11	View chart
Cardinal Health (CAH)	0.5	$6.4M	+1558%	31k	211.31	View chart
Eaton Corp SHS (ETN)	0.5	$6.0M	-6%	17k	357.68	View chart
Cnx Resources Corporation (CNX)	0.5	$6.0M	+4%	156k	38.55	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$5.9M	-6%	75k	79.27	View chart
Tempur-Pedic International (SGI)	0.5	$5.8M	-6%	78k	73.92	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.5	$5.6M	+29%	142k	39.73	View chart
Elanco Animal Health (ELAN)	0.5	$5.6M	+2341570%	234k	23.93	View chart
Visa Com Cl A (V)	0.5	$5.6M		19k	302.25	View chart
Tenet Healthcare Corp Com New (THC)	0.5	$5.5M	+4%	29k	188.71	View chart
Medpace Hldgs (MEDP)	0.5	$5.3M	-6%	11k	480.22	View chart
Goldman Sachs (GS)	0.4	$5.2M	-36%	6.1k	846.08	View chart
Welltower Inc Com reit (WELL)	0.4	$5.1M	-3%	26k	197.72	View chart
Spdr Index Shs Fds State Street Spd (EWX)	0.4	$5.0M	-9%	76k	66.12	View chart
Williams Companies (WMB)	0.4	$4.8M	-6%	66k	72.78	View chart
Intuitive Surgical Com New (ISRG)	0.4	$4.7M	-5%	10k	461.02	View chart
Eli Lilly & Co. (LLY)	0.4	$4.7M	+292%	5.1k	919.84	View chart
Parker-Hannifin Corporation (PH)	0.4	$4.6M	-22%	5.1k	895.37	View chart
Ecolab (ECL)	0.4	$4.5M	-5%	17k	266.04	View chart
Ishares Tr Faln Angls Usd (FALN)	0.4	$4.3M	-6%	161k	26.72	View chart
O'reilly Automotive (ORLY)	0.4	$4.3M	-3%	46k	92.31	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.4	$4.3M	+12%	29k	146.61	View chart
Thermo Fisher Scientific (TMO)	0.4	$4.2M	-3%	8.6k	491.56	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.4	$4.2M	-4%	93k	45.18	View chart
Hilton Worldwide Holdings (HLT)	0.4	$4.2M	+21734%	14k	304.10	View chart
Tko Group Holdings Cl A (TKO)	0.3	$4.1M	-5%	20k	201.66	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.3	$4.1M	+1169%	3.1k	1320.97	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.3	$4.1M	-11%	37k	110.86	View chart
Evercore Class A (EVR)	0.3	$4.0M	-6%	14k	298.51	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$3.8M	-11%	13k	302.25	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.3	$3.8M	-6%	57k	65.69	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.3	$3.7M	-2%	31k	118.62	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$3.7M	+8%	34k	108.99	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.3	$3.7M	+20%	40k	91.37	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$3.7M	-40%	74k	49.37	View chart
Martin Marietta Materials (MLM)	0.3	$3.7M	-5%	6.2k	588.74	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$3.6M	-10%	45k	80.58	View chart
Uber Technologies (UBER)	0.3	$3.6M	-6%	50k	71.93	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$3.5M	-9%	40k	86.64	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.3	$3.5M	+122%	129k	27.15	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$3.5M	-5%	16k	215.06	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$3.5M	-5%	57k	61.26	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$3.5M	-2%	32k	110.36	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$3.5M	+4%	8.1k	426.44	View chart
Spdr Series Trust State Street Spd (CWB)	0.3	$3.5M	+21%	38k	91.52	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$3.4M	-4%	39k	86.69	View chart
Moody's Corporation (MCO)	0.3	$3.3M	-5%	7.6k	436.28	View chart
Boston Scientific Corporation (BSX)	0.3	$3.3M	-3%	53k	62.75	View chart
Servicenow (NOW)	0.3	$3.1M	-3%	30k	104.55	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	0.3	$3.1M	-2%	60k	51.55	View chart
Alnylam Pharmaceuticals (ALNY)	0.3	$3.1M	+8%	9.3k	330.88	View chart
Dynatrace Com New (DT)	0.3	$3.1M	-5%	83k	36.98	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$2.8M	+9%	28k	100.66	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$2.8M	-4%	48k	58.54	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$2.8M	+915%	34k	82.57	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$2.7M	-5%	53k	50.95	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.2	$2.7M	+122%	107k	25.32	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$2.7M	+86%	6.2k	436.79	View chart
IDEXX Laboratories (IDXX)	0.2	$2.7M	-6%	4.8k	561.95	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$2.6M		53k	49.50	View chart
Listed Fds Tr Stf Tactical Grw (TUG)	0.2	$2.6M	+22%	70k	37.17	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.2	$2.6M	-12%	33k	79.12	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$2.6M		52k	50.34	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.2	$2.6M	-6%	58k	44.45	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$2.6M	-2%	32k	79.56	View chart
Mongodb Cl A (MDB)	0.2	$2.4M	+1110%	9.9k	244.79	View chart
Exxon Mobil Corporation (XOM)	0.2	$2.4M		14k	169.67	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$2.4M	-30%	33k	73.14	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$2.4M	-2%	24k	99.27	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	0.2	$2.4M	-4%	46k	51.04	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.2	$2.3M	+23%	96k	24.31	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$2.3M	+19%	51k	45.89	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.2	$2.3M	+116%	87k	26.28	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.3M	+13%	7.8k	294.17	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$2.3M	+95%	12k	196.21	View chart
Spdr Series Trust State Street Spd (SPTL)	0.2	$2.2M	-4%	85k	26.30	View chart
Ishares Msci Japan Etf (EWJ)	0.2	$2.2M	-6%	26k	84.44	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$2.1M		10k	211.17	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.2	$2.1M		29k	71.61	View chart
Invesco Currencyshares Swiss Swiss Franc (FXF)	0.2	$2.1M		19k	110.41	View chart
Chevron Corporation (CVX)	0.2	$2.1M	+7%	10k	206.91	View chart
Angel Oak Funds Trust Income Etf (CARY)	0.2	$2.1M	-7%	99k	20.77	View chart
Merck & Co (MRK)	0.2	$2.0M	+15%	17k	120.48	View chart
Johnson & Johnson (JNJ)	0.2	$2.0M	-10%	8.2k	244.46	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$2.0M	+31%	43k	46.19	View chart
ConocoPhillips (COP)	0.2	$2.0M	+2%	15k	132.00	View chart
First Tr Exch Trd Alphdx Japan Alphadex (FJP)	0.2	$1.9M	-11%	27k	72.60	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$1.9M	+14%	17k	113.12	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$1.9M	-9%	38k	50.81	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$1.8M	-8%	11k	161.74	View chart
Gilead Sciences (GILD)	0.2	$1.8M		13k	139.37	View chart
Us Bancorp Com New (USB)	0.2	$1.8M	+208%	34k	52.16	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.8M	+3%	25k	69.75	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$1.7M	+103%	41k	42.65	View chart
Caterpillar (CAT)	0.1	$1.7M	-26%	2.5k	708.52	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.7M		59k	29.13	View chart
UnitedHealth (UNH)	0.1	$1.7M	+52%	6.4k	270.61	View chart
Ishares Msci Eurzone Etf (EZU)	0.1	$1.7M	-8%	27k	62.64	View chart
PNC Financial Services (PNC)	0.1	$1.7M	+24%	8.2k	208.10	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$1.7M	-2%	99k	17.32	View chart
Home Depot (HD)	0.1	$1.7M	+32%	5.1k	328.93	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$1.7M	-3%	29k	58.18	View chart
Qualcomm (QCOM)	0.1	$1.6M	+61%	13k	128.79	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$1.6M	+34%	31k	51.93	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$1.6M	+100%	41k	38.51	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$1.6M	-2%	21k	73.94	View chart
Bristol Myers Squibb (BMY)	0.1	$1.6M	-2%	26k	60.65	View chart
Abbvie (ABBV)	0.1	$1.5M	-7%	7.0k	217.49	View chart
Travelers Companies (TRV)	0.1	$1.5M	+11%	5.2k	291.73	View chart
Blackrock Etf Trust Disciplined Vola (BDVL)	0.1	$1.5M	+14%	61k	24.65	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.5M		7.6k	192.90	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$1.5M	NEW	7.3k	200.84	View chart
Cisco Systems (CSCO)	0.1	$1.5M	+14%	19k	77.59	View chart
Spdr Series Trust State Street Spd (SPBO)	0.1	$1.5M	-5%	50k	29.03	View chart
Tesla Motors (TSLA)	0.1	$1.5M	+16%	3.9k	371.75	View chart
Verizon Communications (VZ)	0.1	$1.4M	+24%	29k	50.20	View chart
Procter & Gamble Company (PG)	0.1	$1.4M	+21%	10k	144.44	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.1	$1.4M	-40%	9.7k	147.48	View chart
Netflix (NFLX)	0.1	$1.4M	-76%	15k	96.16	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.4M	+12%	19k	74.35	View chart
First Tr Exchange Traded Nasdaq Transn (FTXR)	0.1	$1.4M	+30826%	36k	38.11	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.1	$1.4M	-8%	17k	79.90	View chart
Capital Group Global Equity SHS (CGGE)	0.1	$1.4M	+118%	45k	30.50	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.1	$1.3M	-43%	30k	44.71	View chart
First Tr Exchange-traded Energy Alphadx (FXN)	0.1	$1.3M	+228184%	59k	22.46	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$1.3M	-42%	15k	91.77	View chart
Corning Incorporated (GLW)	0.1	$1.3M	-18%	9.8k	135.97	View chart
Philip Morris International (PM)	0.1	$1.3M	+9%	7.8k	166.13	View chart
Coca-Cola Company (KO)	0.1	$1.3M	+2%	17k	76.18	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$1.3M	+52%	3.8k	338.55	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.1	$1.3M	+79%	14k	89.59	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.3M	+119%	16k	78.41	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$1.2M	+27%	13k	94.95	View chart
Blackrock (BLK)	0.1	$1.2M	+19%	1.3k	962.30	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.2M	+78%	4.3k	286.91	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$1.2M	+11%	11k	108.99	View chart
Cummins (CMI)	0.1	$1.2M	-19%	2.2k	538.16	View chart
Cme (CME)	0.1	$1.2M	+3%	4.1k	295.40	View chart
Union Pacific Corporation (UNP)	0.1	$1.2M	+3%	4.9k	242.65	View chart
Janus Detroit Str Tr Henderson Emergi (JEMB)	0.1	$1.2M	NEW	23k	52.46	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.2M	+64%	13k	90.53	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$1.2M	+179%	18k	64.73	View chart
Profesionally Managed Portfo Congress Interme (CAFX)	0.1	$1.2M	-11%	48k	24.81	View chart
Pepsi (PEP)	0.1	$1.2M	+5%	7.6k	155.29	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.1	$1.2M	+68967%	24k	49.97	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$1.2M	+9%	20k	57.68	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$1.2M	-11%	24k	48.32	View chart
Spdr Series Trust State Street Spd (XBI)	0.1	$1.1M	-17%	9.0k	127.73	View chart
Ishares Tr Msci Euro Fl Etf (EUFN)	0.1	$1.1M	-11%	33k	34.85	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$1.1M	-36%	25k	45.06	View chart
Omni (OMC)	0.1	$1.1M	+11%	15k	75.42	View chart
EOG Resources (EOG)	0.1	$1.1M	-3%	7.8k	144.58	View chart
Bank of New York Mellon Corporation (BK)	0.1	$1.1M	+8%	9.4k	118.63	View chart
Analog Devices (ADI)	0.1	$1.1M	-6%	3.5k	318.21	View chart
Citigroup Com New (C)	0.1	$1.1M	+37%	9.5k	113.41	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.1M	-26%	1.8k	604.41	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$1.0M	+106%	29k	36.04	View chart
Automatic Data Processing (ADP)	0.1	$1.0M	+50%	5.1k	203.39	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$1.0M	+6%	10k	100.73	View chart
Illinois Tool Works (ITW)	0.1	$1.0M	+2%	3.9k	260.58	View chart
Valero Energy Corporation (VLO)	0.1	$1.0M	-10%	4.1k	247.11	View chart
Principal Financial (PFG)	0.1	$1.0M		11k	90.11	View chart
Franklin Templeton Etf Tr Ftse China (FLCH)	0.1	$980k	-14%	44k	22.39	View chart
Kroger (KR)	0.1	$976k	+263%	14k	72.36	View chart
AFLAC Incorporated (AFL)	0.1	$974k	+4%	8.9k	109.71	View chart
Morgan Stanley Com New (MS)	0.1	$964k	-3%	5.9k	164.58	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$957k	+27%	5.0k	191.82	View chart
Amgen (AMGN)	0.1	$956k	+303%	2.7k	351.96	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$944k	-57%	12k	81.98	View chart
Mastercard Incorporated Cl A (MA)	0.1	$939k	-83%	1.9k	499.93	View chart
Starbucks Corporation (SBUX)	0.1	$936k	+9%	10k	89.60	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$930k	-3%	11k	82.76	View chart
Cigna Corp (CI)	0.1	$930k	+41%	3.5k	266.75	View chart
Honeywell International (HON)	0.1	$919k	+25%	4.1k	226.05	View chart
Colgate-Palmolive Company (CL)	0.1	$919k	+15%	11k	85.23	View chart
Abbott Laboratories (ABT)	0.1	$917k	+29%	8.9k	102.67	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$897k	+56%	17k	54.05	View chart
McDonald's Corporation (MCD)	0.1	$874k	+8%	2.8k	310.80	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$862k	NEW	7.7k	111.37	View chart
Chubb (CB)	0.1	$854k	+18%	2.6k	326.22	View chart
Best Buy (BBY)	0.1	$850k	+25%	13k	64.34	View chart
SLB Com Stk (SLB)	0.1	$836k	+89%	16k	51.46	View chart
General Dynamics Corporation (GD)	0.1	$814k		2.4k	343.24	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$805k	+18%	24k	32.95	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$799k	-37%	6.6k	121.93	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.1	$792k	-33%	5.1k	154.15	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$789k	+534%	4.0k	195.98	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.1	$784k	+48%	15k	51.84	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.1	$782k	+9139%	6.1k	128.26	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$781k	-10%	16k	50.37	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.1	$781k	+72%	19k	41.32	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$776k	+14%	3.2k	240.01	View chart
L3harris Technologies (LHX)	0.1	$768k	-6%	2.2k	345.29	View chart
Shell Spon Ads (SHEL)	0.1	$758k	+52%	8.2k	93.00	View chart
Altria (MO)	0.1	$754k	+8%	11k	66.20	View chart
International Business Machines (IBM)	0.1	$752k	+22%	3.1k	242.40	View chart
Spdr Series Trust State Street Spd (XOP)	0.1	$750k	-16%	4.1k	181.85	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$744k	+8%	11k	70.27	View chart
Medtronic SHS (MDT)	0.1	$740k	+16%	8.5k	86.89	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$735k	+18%	20k	36.22	View chart
Microchip Technology (MCHP)	0.1	$725k	+2497%	11k	64.61	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$718k	-4%	18k	40.14	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$711k	-6%	7.4k	95.72	View chart
First Tr Exch Trd Alphdx Euro Alphadex (FEUZ)	0.1	$709k	+157%	11k	62.27	View chart

Past Filings by Transamerica Financial Advisors

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

Transamerica Financial Advisors 2026 Q1 filed May 15, 2026
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

View all past filings

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