Transamerica Financial Advisors
Latest statistics and disclosures from Transamerica Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TUG, VV, BND, QQQ, VO, and represent 30.77% of Transamerica Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: WMB, UBER, TLT, VV, AVGO, SHOP, MBS, FXU, BND, VEA.
- Started 20 new stock positions in IONQ, WMB, RBA, OC, IYR, CDW, UBER, AZN, PHB, CNH. SIL, MRP, GFI, SCCO, SHOP, MBS, RGTI, SCHH, HYS, G.
- Reduced shares in these 10 stocks: INTU, SHW, NXPI, CWB, TUG, ONTO, FXD, XLB, JMBS, FNX.
- Sold out of its positions in AMH, BIDU, DTE, HMC, IHG, NTES, PDD, QRVO, SHEL, VIPS. APTV, GTES, NVT, PAGS, WTW, AER.
- Transamerica Financial Advisors was a net buyer of stock by $2.2M.
- Transamerica Financial Advisors has $980M in assets under management (AUM), dropping by -3.03%.
- 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 579 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Transamerica Financial Advisors has 579 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Transamerica Financial Advisors March 31, 2025 positions
- Download the Transamerica Financial Advisors March 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Listed Fd Tr Stf Tactical Grw (TUG) | 15.3 | $151M | -2% | 4.9M | 30.96 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 6.9 | $68M | +5% | 264k | 257.03 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.4 | $33M | +6% | 451k | 73.45 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.0 | $29M | +2% | 63k | 468.93 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 2.1 | $21M | +5% | 81k | 258.62 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.9 | $19M | +6% | 367k | 50.83 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.9 | $19M | +2% | 839k | 22.08 |
|
| Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN) | 1.7 | $17M | +2% | 121k | 137.72 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.7 | $16M | +5% | 156k | 104.57 |
|
| Invesco Exchange Traded Fd T Dorsey Wrgt Finl (PFI) | 1.6 | $16M | +3% | 292k | 53.45 |
|
| Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) | 1.5 | $15M | +2% | 255k | 58.96 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.5 | $15M | +2% | 76k | 193.03 |
|
| Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PEZ) | 1.4 | $14M | +2% | 157k | 86.00 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 1.2 | $12M | +6% | 397k | 30.87 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.1 | $11M | +7% | 118k | 90.54 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.9 | $9.3M | +6% | 190k | 48.82 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.9 | $9.2M | 45k | 206.48 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.9 | $9.0M | +5% | 336k | 26.89 |
|
| NVIDIA Corporation (NVDA) | 0.9 | $8.6M | -2% | 79k | 108.38 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.8 | $8.1M | 123k | 65.76 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $8.0M | +4% | 14k | 561.93 |
|
| Apple (AAPL) | 0.8 | $7.9M | -2% | 36k | 222.13 |
|
| Listed Fd Tr Stf Tac Gw & Inc (TUGN) | 0.8 | $7.7M | -5% | 358k | 21.57 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.8 | $7.6M | +10% | 79k | 95.38 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.7 | $7.3M | +6% | 92k | 78.94 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.7 | $7.2M | +2% | 30k | 244.66 |
|
| Howmet Aerospace (HWM) | 0.7 | $7.1M | -4% | 55k | 129.74 |
|
| Microsoft Corporation (MSFT) | 0.7 | $7.0M | -4% | 19k | 375.41 |
|
| Meta Platforms Cl A (META) | 0.7 | $6.7M | -2% | 12k | 576.33 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.7 | $6.7M | +7% | 187k | 35.88 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $6.6M | -10% | 7.0k | 945.79 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.7 | $6.5M | 19k | 345.27 |
|
|
| Visa Com Cl A (V) | 0.6 | $6.2M | 18k | 350.46 |
|
|
| Boston Scientific Corporation (BSX) | 0.6 | $5.9M | 59k | 100.89 |
|
|
| Eli Lilly & Co. (LLY) | 0.6 | $5.8M | -3% | 7.1k | 825.96 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.6 | $5.7M | +5% | 92k | 61.90 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.6 | $5.7M | 114k | 49.82 |
|
|
| Home Depot (HD) | 0.6 | $5.6M | 15k | 366.54 |
|
|
| TJX Companies (TJX) | 0.6 | $5.6M | 46k | 121.82 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.6 | $5.4M | -2% | 11k | 495.24 |
|
| Amazon (AMZN) | 0.5 | $5.4M | -2% | 28k | 190.27 |
|
| Goldman Sachs (GS) | 0.5 | $5.3M | -2% | 9.7k | 546.38 |
|
| Servicenow (NOW) | 0.5 | $5.2M | 6.5k | 796.15 |
|
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.5 | $5.1M | +6% | 177k | 28.86 |
|
| Spdr Index Shs Fds S&p Emktsc Etf (EWX) | 0.5 | $5.1M | +6% | 90k | 56.64 |
|
| Ecolab (ECL) | 0.5 | $5.0M | -2% | 20k | 253.57 |
|
| O'reilly Automotive (ORLY) | 0.5 | $5.0M | 3.5k | 1432.48 |
|
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.5 | $5.0M | -23% | 110k | 45.20 |
|
| Eaton Corp SHS (ETN) | 0.5 | $5.0M | -4% | 18k | 271.87 |
|
| Baker Hughes Company Cl A (BKR) | 0.5 | $4.8M | +9% | 110k | 43.95 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $4.8M | 31k | 154.67 |
|
|
| Cintas Corporation (CTAS) | 0.5 | $4.8M | 23k | 205.57 |
|
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.5 | $4.7M | 117k | 40.30 |
|
|
| Arista Networks Com Shs (ANET) | 0.5 | $4.7M | -8% | 61k | 77.48 |
|
| Williams Companies (WMB) | 0.5 | $4.5M | NEW | 76k | 59.76 |
|
| Netflix (NFLX) | 0.4 | $4.4M | -11% | 4.7k | 932.54 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.4 | $4.4M | +6% | 68k | 64.21 |
|
| Parker-Hannifin Corporation (PH) | 0.4 | $4.3M | -6% | 7.0k | 607.84 |
|
| Moody's Corporation (MCO) | 0.4 | $4.1M | -2% | 8.8k | 465.75 |
|
| Synopsys (SNPS) | 0.4 | $4.0M | -2% | 9.4k | 428.87 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.4 | $4.0M | -4% | 54k | 74.72 |
|
| Uber Technologies (UBER) | 0.4 | $3.9M | NEW | 54k | 72.87 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.4 | $3.9M | +2% | 40k | 96.45 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.4 | $3.9M | +4490% | 43k | 91.05 |
|
| Chipotle Mexican Grill (CMG) | 0.4 | $3.8M | +7% | 76k | 50.21 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $3.8M | 7.9k | 484.91 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.4 | $3.8M | -5% | 34k | 111.11 |
|
| Palo Alto Networks (PANW) | 0.4 | $3.8M | -3% | 22k | 170.67 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.4 | $3.7M | 53k | 69.82 |
|
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.4 | $3.6M | -4% | 134k | 27.26 |
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.4 | $3.6M | -26% | 127k | 28.58 |
|
| salesforce (CRM) | 0.4 | $3.5M | 13k | 268.42 |
|
|
| Broadcom (AVGO) | 0.4 | $3.4M | +19300% | 21k | 167.47 |
|
| Martin Marietta Materials (MLM) | 0.4 | $3.4M | -2% | 7.2k | 478.09 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $3.4M | +4% | 18k | 194.01 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $3.4M | +2% | 13k | 251.81 |
|
| Shopify Cl A (SHOP) | 0.3 | $3.3M | NEW | 35k | 95.49 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $3.2M | -2% | 6.4k | 497.66 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.3 | $3.1M | -5% | 34k | 90.61 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $3.0M | +4% | 52k | 58.71 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.3 | $3.0M | -5% | 38k | 78.90 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.3 | $3.0M | 50k | 60.18 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $3.0M | +42% | 20k | 146.03 |
|
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.3 | $2.9M | +2% | 47k | 62.78 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $2.9M | -5% | 27k | 108.71 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $2.9M | -25% | 35k | 82.74 |
|
| Dell Technologies CL C (DELL) | 0.3 | $2.9M | -4% | 32k | 91.17 |
|
| Angel Oak Funds Trust Mortgage Backed (MBS) | 0.3 | $2.9M | NEW | 331k | 8.68 |
|
| Janus Detroit Str Tr Henderson Securi (JSI) | 0.3 | $2.7M | +26% | 52k | 52.36 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.3 | $2.7M | 35k | 77.93 |
|
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.3 | $2.6M | +12% | 52k | 49.74 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.3 | $2.6M | +12% | 51k | 51.06 |
|
| Angel Oak Funds Trust Oak Ultrashort (UYLD) | 0.3 | $2.6M | -4% | 50k | 51.09 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.3 | $2.6M | +12% | 25k | 100.68 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.3 | $2.6M | +12% | 51k | 50.33 |
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.2 | $2.4M | +8% | 60k | 40.47 |
|
| Profesionally Managed Portfo Congress Interme (CAFX) | 0.2 | $2.4M | -4% | 97k | 24.80 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $2.3M | +2% | 25k | 93.46 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.2 | $2.3M | -4% | 10k | 222.16 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $2.2M | +66% | 27k | 81.69 |
|
| First Tr Exchange Traded Finls Alphadex (FXO) | 0.2 | $2.2M | -4% | 42k | 53.00 |
|
| First Tr Exchange Traded Indls Prod Dur (FXR) | 0.2 | $2.1M | -3% | 31k | 69.67 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $2.1M | 15k | 140.46 |
|
|
| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.2 | $2.1M | -4% | 12k | 173.59 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.2 | $2.1M | -20% | 51k | 40.76 |
|
| First Tr Exchange Traded Utilities Alph (FXU) | 0.2 | $2.0M | +74763% | 49k | 41.02 |
|
| The Trade Desk Com Cl A (TTD) | 0.2 | $1.9M | 35k | 54.73 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.9M | 7.6k | 245.32 |
|
|
| Franklin Templeton Etf Tr Us Treasury Bond (FLGV) | 0.2 | $1.8M | -4% | 90k | 20.57 |
|
| Chevron Corporation (CVX) | 0.2 | $1.8M | 11k | 167.32 |
|
|
| Ishares Msci Jpn Etf New (EWJ) | 0.2 | $1.8M | 27k | 68.57 |
|
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.2 | $1.8M | 29k | 63.83 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.2 | $1.8M | -2% | 16k | 115.64 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $1.8M | +5% | 15k | 118.94 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.8M | +15% | 5.0k | 361.09 |
|
| Johnson & Johnson (JNJ) | 0.2 | $1.8M | -5% | 11k | 165.86 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $1.7M | -29% | 8.7k | 197.50 |
|
| Ishares Msci Eurzone Etf (EZU) | 0.2 | $1.7M | +29% | 31k | 53.26 |
|
| Spdr Ser Tr Portfolio Crport (SPBO) | 0.2 | $1.6M | -4% | 57k | 29.04 |
|
| Angel Oak Funds Trust Income Etf (CARY) | 0.2 | $1.6M | -4% | 78k | 20.76 |
|
| First Tr Exch Trd Alphdx Japan Alphadex (FJP) | 0.2 | $1.6M | -13% | 29k | 54.85 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.2 | $1.6M | +14% | 118k | 13.63 |
|
| ConocoPhillips (COP) | 0.2 | $1.6M | +14% | 15k | 105.05 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $1.6M | -3% | 12k | 132.49 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.2 | $1.5M | 37k | 41.87 |
|
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.2 | $1.5M | -38% | 41k | 37.74 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $1.5M | -3% | 15k | 98.92 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $1.5M | 24k | 61.00 |
|
|
| Gilead Sciences (GILD) | 0.1 | $1.5M | -13% | 13k | 112.11 |
|
| UnitedHealth (UNH) | 0.1 | $1.4M | -2% | 2.7k | 523.72 |
|
| Caterpillar (CAT) | 0.1 | $1.4M | +3% | 4.3k | 329.84 |
|
| Travelers Companies (TRV) | 0.1 | $1.3M | +2% | 4.9k | 264.47 |
|
| First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.1 | $1.3M | -4% | 9.7k | 131.41 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.3M | +2% | 19k | 67.88 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $1.3M | 9.6k | 131.10 |
|
|
| First Tr Lrge Cp Core Alpha Com Shs (FEX) | 0.1 | $1.2M | -4% | 12k | 102.49 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $1.2M | +10% | 27k | 45.98 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $1.2M | 8.2k | 142.32 |
|
|
| Cisco Systems (CSCO) | 0.1 | $1.2M | -16% | 19k | 61.72 |
|
| First Tr Exchange-traded A Mid Cp Gr Alph (FNY) | 0.1 | $1.1M | +46363% | 15k | 74.94 |
|
| Invesco Currencyshares Swiss Swiss Franc (FXF) | 0.1 | $1.1M | +15% | 11k | 100.39 |
|
| PNC Financial Services (PNC) | 0.1 | $1.1M | +9% | 6.4k | 175.87 |
|
| Cummins (CMI) | 0.1 | $1.1M | +5% | 3.5k | 313.64 |
|
| Cme (CME) | 0.1 | $1.1M | 4.1k | 265.34 |
|
|
| Omni (OMC) | 0.1 | $1.1M | +19% | 13k | 82.92 |
|
| Franklin Templeton Etf Tr Ftse China (FLCH) | 0.1 | $1.1M | +52% | 49k | 21.37 |
|
| Automatic Data Processing (ADP) | 0.1 | $1.0M | 3.4k | 305.55 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $1.0M | +4% | 13k | 81.82 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $1.0M | 12k | 83.91 |
|
|
| AFLAC Incorporated (AFL) | 0.1 | $1.0M | +4% | 9.1k | 111.20 |
|
| Coca-Cola Company (KO) | 0.1 | $1.0M | -10% | 14k | 71.65 |
|
| Paychex (PAYX) | 0.1 | $1.0M | -8% | 6.5k | 154.40 |
|
| Analog Devices (ADI) | 0.1 | $1.0M | -7% | 5.0k | 201.73 |
|
| Ishares Tr Msci Euro Fl Etf (EUFN) | 0.1 | $996k | -40% | 35k | 28.50 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $994k | 2.2k | 446.94 |
|
|
| Abbvie (ABBV) | 0.1 | $990k | -15% | 4.7k | 209.66 |
|
| Principal Financial (PFG) | 0.1 | $987k | +251% | 12k | 84.39 |
|
| Procter & Gamble Company (PG) | 0.1 | $973k | -6% | 5.7k | 170.43 |
|
| Union Pacific Corporation (UNP) | 0.1 | $971k | 4.1k | 236.31 |
|
|
| Pepsi (PEP) | 0.1 | $969k | +5% | 6.5k | 150.05 |
|
| Blackrock (BLK) | 0.1 | $966k | +7% | 1.0k | 946.13 |
|
| Corning Incorporated (GLW) | 0.1 | $962k | +6% | 21k | 45.81 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $959k | -4% | 19k | 50.76 |
|
| Qualcomm (QCOM) | 0.1 | $952k | +4% | 6.2k | 153.62 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $947k | +4% | 5.3k | 179.83 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $944k | +9% | 26k | 36.93 |
|
| Illinois Tool Works (ITW) | 0.1 | $932k | 3.8k | 248.20 |
|
|
| EOG Resources (EOG) | 0.1 | $926k | +9% | 7.2k | 128.27 |
|
| Valero Energy Corporation (VLO) | 0.1 | $887k | +383% | 6.7k | 132.19 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $867k | -3% | 9.1k | 95.35 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $862k | +22786% | 29k | 30.13 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $860k | +11% | 9.2k | 93.69 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $857k | -3% | 21k | 41.16 |
|
| Medtronic SHS (MDT) | 0.1 | $777k | -2% | 8.6k | 89.86 |
|
| Genuine Parts Company (GPC) | 0.1 | $777k | 6.5k | 119.23 |
|
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.1 | $753k | +15% | 23k | 32.54 |
|
| Philip Morris International (PM) | 0.1 | $742k | -13% | 4.7k | 158.89 |
|
| General Dynamics Corporation (GD) | 0.1 | $714k | +2% | 2.6k | 272.73 |
|
| McDonald's Corporation (MCD) | 0.1 | $705k | -9% | 2.3k | 312.78 |
|
| Best Buy (BBY) | 0.1 | $688k | 9.3k | 73.64 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $686k | -16% | 5.2k | 132.82 |
|
| Verizon Communications (VZ) | 0.1 | $673k | +52821% | 15k | 45.42 |
|
| Packaging Corporation of America (PKG) | 0.1 | $672k | +17% | 3.4k | 198.05 |
|
| Wells Fargo & Company (WFC) | 0.1 | $661k | 9.2k | 71.81 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $646k | +2% | 5.5k | 116.80 |
|
| Starbucks Corporation (SBUX) | 0.1 | $644k | -12% | 6.6k | 98.16 |
|
| Hp (HPQ) | 0.1 | $638k | +24% | 23k | 27.72 |
|
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.1 | $630k | +5% | 4.8k | 131.77 |
|
| CRH Ord (CRH) | 0.1 | $588k | +3% | 6.7k | 88.00 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $545k | +74331% | 16k | 33.28 |
|
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $465k | +4% | 5.7k | 81.12 |
|
| Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) | 0.0 | $452k | -2% | 16k | 28.69 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $435k | +3% | 5.2k | 83.73 |
|
| Chubb (CB) | 0.0 | $435k | +27% | 1.4k | 301.87 |
|
| Citigroup Com New (C) | 0.0 | $431k | -12% | 6.1k | 71.05 |
|
| Deere & Company (DE) | 0.0 | $416k | 887.00 | 469.00 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $410k | +46% | 6.9k | 59.69 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.0 | $393k | -18% | 6.7k | 58.46 |
|
| Bank of America Corporation (BAC) | 0.0 | $375k | -35% | 9.0k | 41.83 |
|
| 3M Company (MMM) | 0.0 | $340k | -2% | 2.3k | 147.06 |
|
| Canadian Natural Resources (CNQ) | 0.0 | $326k | +25% | 11k | 30.87 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $318k | 4.9k | 64.78 |
|
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $316k | 23k | 13.67 |
|
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $300k | +9% | 4.2k | 71.65 |
|
| Bk Nova Cad (BNS) | 0.0 | $294k | +23% | 6.2k | 47.43 |
|
| Public Storage (PSA) | 0.0 | $288k | +14% | 962.00 | 299.38 |
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $283k | -11% | 5.1k | 55.59 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $257k | 6.1k | 42.26 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $251k | 1.1k | 229.22 |
|
|
| First Tr Exch Trd Alphdx Switzlnd Alpha (FSZ) | 0.0 | $242k | -19% | 3.6k | 67.65 |
|
| First Tr Exch Trd Alphdx Unit King Alph (FKU) | 0.0 | $240k | -19% | 6.0k | 40.04 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $237k | 5.7k | 41.25 |
|
|
| First Tr Exch Trd Alphdx China Alphadex (FCA) | 0.0 | $233k | -20% | 11k | 21.02 |
|
| Honeywell International (HON) | 0.0 | $231k | -34% | 1.1k | 212.51 |
|
| First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY) | 0.0 | $230k | -18% | 4.1k | 55.87 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $228k | -4% | 15k | 15.47 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $228k | 5.5k | 41.80 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $225k | -4% | 1.4k | 165.93 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $222k | 1.5k | 145.76 |
|
|
| First Tr Exch Trd Alphdx Euro Alphadex (FEUZ) | 0.0 | $218k | +24578% | 4.7k | 46.49 |
|
| Phillips 66 (PSX) | 0.0 | $207k | 1.7k | 123.88 |
|
|
| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.0 | $194k | +27981% | 7.6k | 25.59 |
|
| Allstate Corporation (ALL) | 0.0 | $188k | +52% | 908.00 | 207.05 |
|
| Hartford Financial Services (HIG) | 0.0 | $186k | 1.5k | 124.00 |
|
|
| Anthem (ELV) | 0.0 | $186k | +107% | 428.00 | 434.58 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $182k | 2.4k | 76.66 |
|
|
| Paccar (PCAR) | 0.0 | $181k | -8% | 1.9k | 97.73 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $179k | -4% | 13k | 13.69 |
|
| FedEx Corporation (FDX) | 0.0 | $178k | -24% | 728.00 | 244.51 |
|
| CSX Corporation (CSX) | 0.0 | $176k | +55% | 6.0k | 29.50 |
|
| SYSCO Corporation (SYY) | 0.0 | $175k | 2.3k | 75.11 |
|
|
| eBay (EBAY) | 0.0 | $171k | 2.5k | 67.99 |
|
|
| Kraft Heinz (KHC) | 0.0 | $165k | 5.4k | 30.57 |
|
|
| Hershey Company (HSY) | 0.0 | $164k | 956.00 | 171.55 |
|
|
| General Mills (GIS) | 0.0 | $155k | 2.6k | 59.85 |
|
|
| W.R. Berkley Corporation (WRB) | 0.0 | $153k | 2.1k | 71.53 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $153k | -5% | 1.4k | 111.60 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $152k | +44% | 3.1k | 49.62 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $152k | 487.00 | 312.12 |
|
|
| Genpact SHS (G) | 0.0 | $149k | NEW | 3.0k | 50.46 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $149k | -4% | 1.1k | 132.80 |
|
| Rbc Cad (RY) | 0.0 | $149k | -4% | 1.3k | 112.88 |
|
| Merck & Co (MRK) | 0.0 | $147k | 1.6k | 90.07 |
|
|
| GSK Sponsored Adr (GSK) | 0.0 | $140k | +104% | 3.6k | 38.87 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $137k | +11% | 2.1k | 65.87 |
|
| Progressive Corporation (PGR) | 0.0 | $137k | +2000% | 483.00 | 283.64 |
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $135k | 910.00 | 148.35 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $133k | 3.4k | 39.42 |
|
|
| Emerson Electric (EMR) | 0.0 | $129k | 1.2k | 109.88 |
|
|
| PPG Industries (PPG) | 0.0 | $127k | 1.2k | 109.48 |
|
Past Filings by Transamerica Financial Advisors
SEC 13F filings are viewable for Transamerica Financial Advisors going back to 2011
- 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
- Transamerica Financial Advisors 2021 Q3 filed Nov. 15, 2021
- Transamerica Financial Advisors 2021 Q2 filed Aug. 10, 2021