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, DYTA, IWR, and represent 37.50% of Transamerica Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: PEZ (+$12M), TLT (+$11M), SPTL, FTGC, XLK, PDBC, JNK, PAVE, SPSB, EEMV.
- Started 17 new stock positions in MANH, DXCM, VB, EHC, BG, CASY, ISCG, PODD, FERG, UBER. CRWD, HLT, MAR, MSA, AEG, KLG, VLTO.
- Reduced shares in these 10 stocks: DYTA (-$13M), PYZ (-$13M), SGLC (-$10M), TIP (-$6.3M), CWB (-$5.7M), VV (-$5.7M), TUG, PULS, SPLV, USMV.
- Sold out of its positions in Activision Blizzard, BKCI, XONE, BF.A, BF.B, KMX, STZ, DELL, DFIS, FDL.
- Transamerica Financial Advisors was a net seller of stock by $-82M.
- Transamerica Financial Advisors has $725M in assets under management (AUM), dropping by -1.97%.
- Central Index Key (CIK): 0001502149
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Positions held by Transamerica Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Transamerica Financial Advisors holds 626 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Transamerica Financial Advisors has 626 total positions. Only the first 250 positions are shown.
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- Download the Transamerica Financial Advisors December 2023 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Listed Fd Tr Stf Tactical Grw (TUG) | 21.6 | $156M | -2% | 5.3M | 29.43 |
|
Vanguard Index Fds Large Cap Etf (VV) | 7.8 | $56M | -9% | 257k | 218.15 |
|
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.1 | $23M | 307k | 73.55 |
|
|
RBB Sgi Diversi Tac (DYTA) | 2.5 | $18M | -41% | 682k | 27.04 |
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Ishares Tr Rus Mid Cap Etf (IWR) | 2.5 | $18M | -7% | 234k | 77.73 |
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RBB Sgi Us Large Cap (SGLC) | 2.5 | $18M | -35% | 606k | 29.66 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.2 | $16M | -7% | 334k | 47.90 |
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Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN) | 1.9 | $14M | -9% | 115k | 118.43 |
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Ishares Tr Core S&p Scp Etf (IJR) | 1.8 | $13M | -6% | 118k | 108.25 |
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Invesco Exchange Traded Fd T Dorsey Wrgt Enrg (PXI) | 1.7 | $13M | -9% | 282k | 44.69 |
|
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) | 1.7 | $12M | -9% | 240k | 50.51 |
|
Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PEZ) | 1.7 | $12M | +2909100% | 146k | 82.35 |
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Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.6 | $11M | +6142% | 114k | 98.88 |
|
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.5 | $11M | +6% | 195k | 56.40 |
|
Wisdomtree Tr Em Ex St-owned (XSOE) | 1.4 | $10M | -7% | 349k | 28.88 |
|
Vanguard Index Fds Real Estate Etf (VNQ) | 1.3 | $9.3M | -2% | 105k | 88.37 |
|
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 1.2 | $9.0M | -29% | 183k | 49.39 |
|
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.2 | $9.0M | +4% | 53k | 168.54 |
|
Listed Fd Tr Stf Tac Gw & Inc (TUGN) | 1.1 | $8.1M | 354k | 22.82 |
|
|
Ishares Tr Tips Bd Etf (TIP) | 1.1 | $7.7M | -44% | 72k | 107.50 |
|
Select Sector Spdr Tr Technology (XLK) | 0.9 | $6.4M | +30% | 33k | 192.49 |
|
Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.9 | $6.4M | -22% | 66k | 96.39 |
|
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.9 | $6.3M | -4% | 129k | 49.37 |
|
Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.8 | $5.7M | -6% | 163k | 34.89 |
|
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.8 | $5.7M | -3% | 118k | 47.79 |
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.7 | $4.8M | -5% | 62k | 77.38 |
|
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.7 | $4.8M | -39% | 76k | 62.67 |
|
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.6 | $4.5M | +8% | 43k | 104.46 |
|
Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.6 | $4.4M | -13% | 155k | 28.78 |
|
Spdr Index Sh Fds S&p Emktsc Etf (EWX) | 0.6 | $4.2M | -13% | 75k | 56.47 |
|
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.6 | $4.1M | -14% | 38k | 110.67 |
|
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.6 | $4.1M | -10% | 46k | 89.06 |
|
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.6 | $4.1M | -12% | 52k | 77.39 |
|
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.6 | $4.0M | -31% | 49k | 82.04 |
|
JPMorgan Chase & Co. (JPM) | 0.5 | $3.6M | -28% | 21k | 170.13 |
|
Global X Fds Us Infr Dev Etf (PAVE) | 0.5 | $3.3M | +42% | 97k | 34.47 |
|
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.4 | $3.2M | 131k | 24.18 |
|
|
Microsoft Corporation (MSFT) | 0.4 | $3.2M | -8% | 8.4k | 376.13 |
|
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.4 | $3.1M | -5% | 49k | 63.76 |
|
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.4 | $3.1M | -30% | 53k | 58.34 |
|
Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.4 | $3.0M | +58% | 223k | 13.30 |
|
Adobe Systems Incorporated (ADBE) | 0.4 | $2.9M | -13% | 4.9k | 596.71 |
|
Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.4 | $2.9M | +12% | 68k | 42.18 |
|
Select Sector Spdr Tr Financial (XLF) | 0.4 | $2.8M | +34% | 75k | 37.60 |
|
Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $2.6M | -30% | 15k | 170.42 |
|
Select Sector Spdr Tr Communication (XLC) | 0.4 | $2.6M | +29% | 36k | 72.67 |
|
Select Sector Spdr Tr Energy (XLE) | 0.3 | $2.5M | -2% | 29k | 83.84 |
|
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $2.2M | +10% | 9.2k | 241.83 |
|
Ishares Tr Msci Eafe Min Vl (EFAV) | 0.3 | $2.2M | +40% | 32k | 69.34 |
|
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.3 | $2.2M | -8% | 51k | 42.60 |
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Merck & Co (MRK) | 0.3 | $2.1M | -22% | 19k | 109.03 |
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Lockheed Martin Corporation (LMT) | 0.3 | $2.1M | -23% | 4.6k | 453.32 |
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First Tr Exch Trd Alphdx Japan Alphadex (FJP) | 0.3 | $2.1M | +45% | 41k | 50.40 |
|
Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.3 | $2.0M | +6% | 44k | 45.95 |
|
Gilead Sciences (GILD) | 0.3 | $2.0M | -20% | 24k | 81.04 |
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Home Depot (HD) | 0.3 | $2.0M | -7% | 5.6k | 346.56 |
|
Ishares Msci Jpn Etf New (EWJ) | 0.3 | $1.9M | +10% | 30k | 64.17 |
|
Zoetis Cl A (ZTS) | 0.3 | $1.9M | -7% | 9.6k | 197.38 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $1.9M | -8% | 14k | 136.44 |
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Cisco Systems (CSCO) | 0.3 | $1.9M | -32% | 37k | 50.52 |
|
Intuit (INTU) | 0.3 | $1.9M | 3.0k | 625.04 |
|
|
Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.3 | $1.8M | +79124% | 63k | 29.03 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $1.8M | -30% | 12k | 157.82 |
|
Pfizer (PFE) | 0.2 | $1.8M | -22% | 62k | 28.79 |
|
Spdr Gold Tr Gold Sh (GLD) | 0.2 | $1.8M | -8% | 9.3k | 191.17 |
|
Costco Wholesale Corporation (COST) | 0.2 | $1.8M | +14% | 2.7k | 660.24 |
|
Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $1.8M | -9% | 18k | 99.30 |
|
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.2 | $1.8M | +36202% | 78k | 22.45 |
|
Abbvie (ABBV) | 0.2 | $1.7M | -8% | 11k | 155.04 |
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First Tr Exchange-traded Nasdq Semcndtr (FTXL) | 0.2 | $1.7M | -43% | 21k | 81.53 |
|
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $1.7M | +7% | 9.3k | 178.84 |
|
Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.2 | $1.7M | -3% | 58k | 28.57 |
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First Tr Nasdaq 100 Tech Ind SH (QTEC) | 0.2 | $1.7M | -40% | 9.5k | 175.53 |
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McDonald's Corporation (MCD) | 0.2 | $1.7M | -18% | 5.6k | 296.62 |
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Procter & Gamble Company (PG) | 0.2 | $1.6M | -17% | 11k | 146.62 |
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First Tr Exchange Traded Consumr Discre (FXD) | 0.2 | $1.6M | -42% | 27k | 58.98 |
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First Tr Exchange Traded Indls Prod Dur (FXR) | 0.2 | $1.6M | -44% | 24k | 64.88 |
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Broadcom (AVGO) | 0.2 | $1.6M | -31% | 1.4k | 1116.53 |
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Texas Instruments Incorporated (TXN) | 0.2 | $1.5M | -24% | 9.0k | 170.54 |
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Managed Portfolio Series Tortoise Nram Pi (TPYP) | 0.2 | $1.5M | -23% | 59k | 25.94 |
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Eli Lilly & Co. (LLY) | 0.2 | $1.5M | +111% | 2.6k | 583.17 |
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Ishares Msci Emerg Mrkt (EEMV) | 0.2 | $1.5M | +164% | 28k | 55.61 |
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Bristol Myers Squibb (BMY) | 0.2 | $1.5M | -34% | 30k | 51.34 |
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Exxon Mobil Corporation (XOM) | 0.2 | $1.5M | -5% | 15k | 100.01 |
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Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.2 | $1.4M | +6% | 11k | 136.98 |
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Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $1.4M | -24% | 3.5k | 406.93 |
|
Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $1.4M | 11k | 122.79 |
|
|
Select Sector Spdr Tr Indl (XLI) | 0.2 | $1.4M | +10% | 12k | 113.99 |
|
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.3M | -10% | 4.5k | 303.23 |
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General Dynamics Corporation (GD) | 0.2 | $1.3M | -35% | 5.1k | 259.79 |
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Ishares Msci Eurzone Etf (EZU) | 0.2 | $1.3M | -27% | 28k | 47.45 |
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NVIDIA Corporation (NVDA) | 0.2 | $1.3M | +86% | 2.6k | 495.54 |
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Progressive Corporation (PGR) | 0.2 | $1.3M | -26% | 7.9k | 159.32 |
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Qualcomm (QCOM) | 0.2 | $1.2M | -31% | 8.6k | 144.68 |
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Caterpillar (CAT) | 0.2 | $1.2M | -27% | 4.1k | 295.69 |
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Ishares Tr Msci Euro Fl Etf (EUFN) | 0.2 | $1.1M | +12% | 54k | 20.97 |
|
Union Pacific Corporation (UNP) | 0.2 | $1.1M | -34% | 4.5k | 245.76 |
|
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.2 | $1.1M | +7% | 27k | 40.28 |
|
Comcast Corp Cl A (CMCSA) | 0.2 | $1.1M | -31% | 25k | 43.86 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.1M | +764% | 14k | 76.20 |
|
Wal-Mart Stores (WMT) | 0.1 | $1.0M | -24% | 6.6k | 157.70 |
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Mondelez Intl Cl A (MDLZ) | 0.1 | $1.0M | -30% | 14k | 72.45 |
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Chevron Corporation (CVX) | 0.1 | $1.0M | -19% | 6.9k | 149.20 |
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Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $1.0M | +32093% | 11k | 94.79 |
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CVS Caremark Corporation (CVS) | 0.1 | $1.0M | -30% | 13k | 78.97 |
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ConocoPhillips (COP) | 0.1 | $988k | -28% | 8.5k | 116.13 |
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First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY) | 0.1 | $986k | +152% | 18k | 54.09 |
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First Tr Exch Trd Alphdx Switzlnd Alpha (FSZ) | 0.1 | $986k | +169% | 15k | 65.09 |
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Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $977k | -4% | 23k | 41.95 |
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Spdr Ser Tr Bloomberg Invt (FLRN) | 0.1 | $973k | -10% | 32k | 30.60 |
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Accenture Plc Ireland Sh Class A (ACN) | 0.1 | $973k | +29% | 2.8k | 351.14 |
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First Tr Exch Trd Alphdx Latin Amer Alp (FLN) | 0.1 | $973k | +159% | 47k | 20.80 |
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Dow (DOW) | 0.1 | $972k | -31% | 18k | 54.84 |
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Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $971k | +7446% | 33k | 29.78 |
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Kimberly-Clark Corporation (KMB) | 0.1 | $965k | -32% | 7.9k | 121.57 |
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United Parcel Service CL B (UPS) | 0.1 | $956k | -28% | 6.1k | 157.26 |
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Cme (CME) | 0.1 | $953k | -15% | 4.5k | 210.61 |
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PNC Financial Services (PNC) | 0.1 | $945k | -38% | 6.1k | 154.87 |
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First Tr Exchange Traded Dj Glbl Divid (FGD) | 0.1 | $934k | +163% | 42k | 22.27 |
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Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $905k | -36% | 11k | 81.35 |
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First Tr Mid Cap Core Alphad Com Sh (FNX) | 0.1 | $904k | -43% | 8.6k | 104.52 |
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Synopsys (SNPS) | 0.1 | $890k | +64% | 1.7k | 514.75 |
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Novo-nordisk A S Adr (NVO) | 0.1 | $884k | +6177% | 8.5k | 103.54 |
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Cummins (CMI) | 0.1 | $880k | -31% | 3.7k | 239.78 |
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Invesco Currencyshares Swiss Swiss Franc (FXF) | 0.1 | $865k | -10% | 8.2k | 105.82 |
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First Tr Lrge Cp Core Alpha Com Sh (FEX) | 0.1 | $864k | +1877% | 9.6k | 90.25 |
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Colgate-Palmolive Company (CL) | 0.1 | $864k | -36% | 11k | 79.75 |
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First Trust Lrgcp Gwt Alphad Com Sh (FTC) | 0.1 | $860k | -45% | 7.8k | 109.58 |
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Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $860k | -37% | 9.6k | 89.38 |
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Duke Energy Corp Com New (DUK) | 0.1 | $822k | -23% | 8.5k | 97.11 |
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Kraft Heinz (KHC) | 0.1 | $798k | -23% | 22k | 36.98 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $788k | -47% | 11k | 70.41 |
|
Nike CL B (NKE) | 0.1 | $776k | -10% | 7.1k | 108.67 |
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EOG Resources (EOG) | 0.1 | $776k | -33% | 6.4k | 121.10 |
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BlackRock (BLK) | 0.1 | $766k | -37% | 943.00 | 812.30 |
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Illinois Tool Works (ITW) | 0.1 | $750k | -35% | 2.9k | 262.05 |
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Genuine Parts Company (GPC) | 0.1 | $724k | -30% | 5.2k | 138.54 |
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Pioneer Natural Resources (PXD) | 0.1 | $719k | +33% | 3.2k | 224.97 |
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Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $717k | +7% | 23k | 31.05 |
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Ameriprise Financial (AMP) | 0.1 | $713k | -41% | 1.9k | 380.27 |
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $711k | +1981% | 9.9k | 72.05 |
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Hershey Company (HSY) | 0.1 | $700k | -23% | 3.8k | 186.67 |
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Spdr Ser Tr Portfolio Crport (SPBO) | 0.1 | $698k | +7% | 24k | 29.42 |
|
Morgan Stanley Com New (MS) | 0.1 | $686k | -37% | 7.4k | 93.30 |
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LKQ Corporation (LKQ) | 0.1 | $685k | -58% | 14k | 47.79 |
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M&T Bank Corporation (MTB) | 0.1 | $683k | -39% | 5.0k | 137.15 |
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Coca-Cola Company (KO) | 0.1 | $680k | -33% | 12k | 59.01 |
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Paychex (PAYX) | 0.1 | $658k | -40% | 5.5k | 119.25 |
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Pepsi (PEP) | 0.1 | $658k | -36% | 3.9k | 169.98 |
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Kenvue (KVUE) | 0.1 | $657k | -32% | 31k | 21.54 |
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Cabot Oil & Gas Corporation (CTRA) | 0.1 | $655k | -36% | 26k | 25.55 |
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Hp (HPQ) | 0.1 | $655k | -38% | 22k | 30.12 |
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Electronic Arts (EA) | 0.1 | $631k | -5% | 4.6k | 137.00 |
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Lpl Financial Holdings (LPLA) | 0.1 | $629k | -6% | 2.8k | 227.90 |
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Philip Morris International (PM) | 0.1 | $621k | -38% | 6.6k | 94.19 |
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Verizon Communications (VZ) | 0.1 | $614k | -25% | 16k | 37.73 |
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Starbucks Corporation (SBUX) | 0.1 | $612k | -38% | 6.4k | 96.02 |
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $610k | +8% | 12k | 50.31 |
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Johnson & Johnson (JNJ) | 0.1 | $608k | -19% | 3.9k | 156.74 |
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Eaton Corp SH (ETN) | 0.1 | $577k | +659% | 2.4k | 241.12 |
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Southern Company (SO) | 0.1 | $577k | -25% | 8.2k | 70.21 |
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Ss&c Technologies Holding (SSNC) | 0.1 | $572k | -20% | 9.4k | 61.17 |
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Kellogg Company (K) | 0.1 | $571k | -24% | 10k | 55.95 |
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NVR (NVR) | 0.1 | $565k | 81.00 | 6975.31 |
|
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Us Bancorp Del Com New (USB) | 0.1 | $561k | -18% | 13k | 43.32 |
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Ishares Tr MRGSTR SM CP GR (ISCG) | 0.1 | $555k | NEW | 13k | 44.01 |
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Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) | 0.1 | $551k | -49% | 22k | 25.16 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $548k | NEW | 2.6k | 213.40 |
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Medtronic SH (MDT) | 0.1 | $546k | -11% | 6.6k | 82.49 |
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Fiserv (FI) | 0.1 | $543k | -10% | 4.1k | 132.93 |
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Dex (DXCM) | 0.1 | $542k | NEW | 4.4k | 124.17 |
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McKesson Corporation (MCK) | 0.1 | $530k | -19% | 1.1k | 463.69 |
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Roper Industries (ROP) | 0.1 | $529k | +125% | 970.00 | 545.36 |
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Ally Financial (ALLY) | 0.1 | $492k | -2% | 14k | 34.98 |
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Oracle Corporation (ORCL) | 0.1 | $490k | -20% | 4.6k | 105.58 |
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L3harris Technologies (LHX) | 0.1 | $487k | +48% | 2.3k | 211.01 |
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Servicenow (NOW) | 0.1 | $468k | +832% | 662.00 | 706.95 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $465k | +532% | 3.3k | 139.68 |
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Visa Com Cl A (V) | 0.1 | $452k | +864% | 1.7k | 260.37 |
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Alphabet Cap Stk Cl C (GOOG) | 0.1 | $447k | -17% | 3.2k | 141.14 |
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Meta Platforms Cl A (META) | 0.1 | $445k | +1801% | 1.3k | 354.58 |
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Ishares Silver Tr Ishares (SLV) | 0.1 | $440k | -6% | 20k | 21.82 |
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Nxp Semiconductors N V (NXPI) | 0.1 | $438k | +858% | 1.9k | 229.68 |
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At&t (T) | 0.1 | $430k | -27% | 26k | 16.82 |
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UnitedHealth (UNH) | 0.1 | $423k | +105% | 803.00 | 526.77 |
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Darden Restaurants (DRI) | 0.1 | $423k | +856% | 2.6k | 164.40 |
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Thomson Reuters Corp. (TRI) | 0.1 | $421k | -21% | 2.9k | 146.28 |
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Tesla Motors (TSLA) | 0.1 | $407k | +880% | 1.6k | 248.63 |
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Honeywell International (HON) | 0.1 | $397k | -16% | 1.9k | 210.05 |
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Freeport-mcmoran CL B (FCX) | 0.1 | $394k | +861% | 9.2k | 42.65 |
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S&p Global (SPGI) | 0.1 | $392k | -21% | 889.00 | 440.94 |
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Sherwin-Williams Company (SHW) | 0.1 | $387k | +852% | 1.2k | 312.60 |
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Lyondellbasell Industries N Sh - A - (LYB) | 0.1 | $372k | -20% | 3.9k | 95.31 |
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O'reilly Automotive (ORLY) | 0.1 | $371k | +550% | 390.00 | 951.28 |
|
Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $370k | -36% | 4.7k | 78.61 |
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Intuitive Surgical Com New (ISRG) | 0.1 | $369k | +849% | 1.1k | 337.91 |
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Teledyne Technologies Incorporated (TDY) | 0.1 | $367k | -21% | 821.00 | 447.02 |
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Martin Marietta Materials (MLM) | 0.0 | $353k | +854% | 706.00 | 500.00 |
|
Waste Management (WM) | 0.0 | $352k | -21% | 2.0k | 179.13 |
|
FactSet Research Systems (FDS) | 0.0 | $347k | -58% | 726.00 | 477.96 |
|
Wells Fargo & Company (WFC) | 0.0 | $342k | -15% | 6.9k | 49.24 |
|
Kroger (KR) | 0.0 | $337k | -21% | 7.4k | 45.75 |
|
Moody's Corporation (MCO) | 0.0 | $335k | +852% | 857.00 | 390.90 |
|
Boston Scientific Corporation (BSX) | 0.0 | $331k | +862% | 5.7k | 57.98 |
|
Hologic (HOLX) | 0.0 | $330k | -15% | 4.6k | 71.52 |
|
Omni (OMC) | 0.0 | $328k | -19% | 3.8k | 86.52 |
|
Old Dominion Freight Line (ODFL) | 0.0 | $322k | +857% | 795.00 | 405.03 |
|
TJX Companies (TJX) | 0.0 | $316k | +4711% | 3.4k | 93.82 |
|
Kraneshares Tr Csi Chi Internet (KWEB) | 0.0 | $314k | +17% | 12k | 27.08 |
|
PPL Corporation (PPL) | 0.0 | $307k | -20% | 11k | 27.15 |
|
International Business Machines (IBM) | 0.0 | $305k | -15% | 1.9k | 163.89 |
|
Marsh & McLennan Companies (MMC) | 0.0 | $304k | -11% | 1.6k | 189.53 |
|
Angel Oak Funds Trust Oak Ultrashort (UYLD) | 0.0 | $304k | +9% | 6.0k | 50.73 |
|
SYSCO Corporation (SYY) | 0.0 | $302k | -18% | 4.1k | 73.21 |
|
Fastenal Company (FAST) | 0.0 | $302k | -21% | 4.7k | 64.95 |
|
Northrop Grumman Corporation (NOC) | 0.0 | $301k | +724% | 643.00 | 468.12 |
|
Arthur J. Gallagher & Co. (AJG) | 0.0 | $301k | +861% | 1.3k | 225.30 |
|
Thermo Fisher Scientific (TMO) | 0.0 | $297k | -24% | 560.00 | 530.36 |
|
Citigroup Com New (C) | 0.0 | $295k | -15% | 5.7k | 51.53 |
|
Rbc Cad (RY) | 0.0 | $289k | -30% | 2.9k | 101.33 |
|
FedEx Corporation (FDX) | 0.0 | $288k | -18% | 1.1k | 253.52 |
|
General Mills (GIS) | 0.0 | $273k | -7% | 4.2k | 65.28 |
|
Angel Oak Funds Trust Income Etf (CARY) | 0.0 | $271k | +9% | 13k | 20.53 |
|
Franklin Templeton Etf Tr Us Treasury Bond (FLGV) | 0.0 | $269k | +12% | 13k | 20.86 |
|
Simon Property (SPG) | 0.0 | $264k | -20% | 1.8k | 142.86 |
|
Toronto Dominion Bk Ont Com New (TD) | 0.0 | $263k | -29% | 4.1k | 64.71 |
|
Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $256k | 3.0k | 85.73 |
|
|
Newmont Mining Corporation (NEM) | 0.0 | $247k | -21% | 6.0k | 41.47 |
|
Keysight Technologies (KEYS) | 0.0 | $245k | -20% | 1.5k | 159.30 |
|
The Trade Desk Com Cl A (TTD) | 0.0 | $241k | +861% | 3.3k | 72.03 |
|
Equity Residential Sh Ben Int (EQR) | 0.0 | $236k | 3.9k | 61.30 |
|
|
Godaddy Cl A (GDDY) | 0.0 | $236k | -30% | 2.2k | 106.12 |
|
Royalty Pharma Sh Class A (RPRX) | 0.0 | $235k | -21% | 8.4k | 28.10 |
|
Cbre Group Cl A (CBRE) | 0.0 | $226k | -21% | 2.4k | 93.43 |
|
Laboratory Corp Amer Hldgs Com New (LH) | 0.0 | $223k | -8% | 978.00 | 228.02 |
|
Zimmer Holdings (ZBH) | 0.0 | $216k | -20% | 1.8k | 121.90 |
|
Marathon Petroleum Corp (MPC) | 0.0 | $213k | -15% | 1.4k | 148.54 |
|
Arch Cap Group Ord (ACGL) | 0.0 | $205k | -63% | 2.8k | 74.41 |
|
Emerson Electric (EMR) | 0.0 | $203k | -15% | 2.1k | 97.55 |
|
Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PSL) | 0.0 | $201k | -57% | 2.2k | 91.95 |
|
3M Company (MMM) | 0.0 | $200k | -15% | 1.8k | 109.83 |
|
Tyson Foods Cl A (TSN) | 0.0 | $199k | -23% | 3.7k | 53.90 |
|
Invesco Exchange Traded Fd T Dorsey Wrgt Basc (PYZ) | 0.0 | $190k | -98% | 2.2k | 85.82 |
|
Danaher Corporation (DHR) | 0.0 | $180k | -24% | 778.00 | 231.36 |
|
Schlumberger Com Stk (SLB) | 0.0 | $179k | -15% | 3.4k | 52.14 |
|
Take-Two Interactive Software (TTWO) | 0.0 | $174k | -22% | 1.1k | 161.11 |
|
Phillips 66 (PSX) | 0.0 | $161k | -15% | 1.2k | 133.50 |
|
Dollar General (DG) | 0.0 | $160k | -12% | 1.2k | 136.52 |
|
Mastercard Incorporated Cl A (MA) | 0.0 | $159k | -2% | 372.00 | 427.42 |
|
Microchip Technology (MCHP) | 0.0 | $157k | -14% | 1.7k | 90.65 |
|
Past Filings by Transamerica Financial Advisors
SEC 13F filings are viewable for Transamerica Financial Advisors going back to 2011
- 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
- Transamerica Financial Advisors 2020 Q4 filed Feb. 16, 2021
- Transamerica Financial Advisors 2020 Q3 filed Nov. 12, 2020
- Transamerica Financial Advisors 2020 Q2 filed Aug. 13, 2020
- Transamerica Financial Advisors 2020 Q1 filed May 15, 2020