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 VV, NVDA, BND, VEA, AVGO, and represent 14.69% of Transamerica Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: VO (+$15M), PUI (+$13M), FLEX (+$12M), EIX (+$7.6M), SNDK (+$7.2M), ETR (+$7.1M), WELL (+$7.1M), TRGP (+$6.5M), ARWR (+$6.3M), LITE (+$6.0M).
Started 376 new stock positions in SPDW, BY, AISP, DFIN, ZG, TDW, DIVI, LAUR, SPMO, SMG.
Reduced shares in these 10 stocks: QQQ (-$39M), APH (-$17M), PYZ (-$14M), AAPL (-$11M), ANET (-$9.2M), GEV (-$8.2M), VV (-$7.7M), FIX (-$6.8M), GLDM (-$6.5M), NEM (-$6.4M).
Sold out of its positions in ARKK, ARAY, ACM, AVAV, Air Lease Corp, AQN, ALIT, ABR, AREN, ABG.
Transamerica Financial Advisors was a net seller of stock by $-109M.
Transamerica Financial Advisors has $1.2B in assets under management (AUM), dropping by 0.65%.
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 2188 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Transamerica Financial Advisors has 2188 total positions. Only the first 250 positions are shown.

Sign up to view all of the Transamerica Financial Advisors June 30, 2026 positions
Download the Transamerica Financial Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Large Cap Etf (VV)	5.7	$67M	-10%	194k	343.91	View chart
NVIDIA Corporation (NVDA)	2.9	$34M	+8%	170k	200.09	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.2	$27M	-4%	362k	73.41	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.0	$23M	-7%	329k	71.25	View chart
Broadcom (AVGO)	1.9	$23M		60k	377.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.7	$20M	+273%	252k	80.57	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.6	$19M	-13%	634k	29.43	View chart
Ge Vernova (GEV)	1.5	$17M	-32%	15k	1174.96	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.5	$17M	-12%	116k	148.31	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)	1.4	$17M	-9%	64k	260.71	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.4	$16M	-17%	54k	302.97	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$16M	+19%	21k	748.90	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	1.3	$15M	-21%	81k	190.52	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	1.3	$15M	-28%	113k	136.31	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$15M	+3%	42k	357.37	View chart
Microsoft Corporation (MSFT)	1.2	$15M	+31%	39k	373.03	View chart
Carpenter Technology Corporation (CRS)	1.2	$14M	-3%	22k	616.86	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	1.1	$13M	-19%	265k	49.18	View chart
Welltower Inc Com reit (WELL)	1.1	$13M	+122%	57k	226.97	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Enrg (PXI)	1.1	$13M	-10%	233k	55.06	View chart
Howmet Aerospace (HWM)	1.1	$13M	-13%	48k	268.86	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Util (PUI)	1.1	$13M	+49273%	268k	47.56	View chart
Flex Ord (FLEX)	1.0	$12M	+4006%	74k	162.07	View chart
Emcor (EME)	1.0	$12M		14k	829.92	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.9	$11M		119k	94.57	View chart
Comfort Systems USA (FIX)	0.9	$11M	-38%	5.4k	1982.00	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.9	$10M	+10%	119k	87.04	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.9	$10M		229k	44.03	View chart
Apple (AAPL)	0.8	$9.6M	-52%	33k	289.37	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.8	$9.4M	+2%	194k	48.43	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.8	$9.0M		102k	87.88	View chart
Technipfmc (FTI)	0.7	$8.4M	-2%	127k	66.30	View chart
Meta Platforms Cl A (META)	0.7	$7.8M	+2%	14k	563.31	View chart
Edison International (EIX)	0.6	$7.6M	+26528%	102k	74.45	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.6	$7.4M	-7%	24k	306.30	View chart
Sandisk Corp (SNDK)	0.6	$7.4M	+4654%	3.2k	2273.77	View chart
Entergy Corporation (ETR)	0.6	$7.3M	+4123%	64k	114.86	View chart
Cardinal Health (CAH)	0.6	$7.2M		30k	237.57	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.6	$7.1M	-4%	267k	26.50	View chart
Tapestry (TPR)	0.6	$6.6M	-2%	45k	146.38	View chart
Targa Res Corp (TRGP)	0.6	$6.5M	+62238%	24k	268.14	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.5	$6.5M	-8%	228k	28.39	View chart
Arrowhead Pharmaceuticals (ARWR)	0.5	$6.3M	+1547960%	77k	81.51	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.5	$6.2M	-20%	129k	48.12	View chart
Goldman Sachs (GS)	0.5	$6.1M		6.1k	1011.48	View chart
Visa Com Cl A (V)	0.5	$6.1M	-4%	18k	343.10	View chart
Eli Lilly & Co. (LLY)	0.5	$6.0M		5.0k	1199.54	View chart
Lumentum Hldgs (LITE)	0.5	$6.0M	+41205%	7.0k	858.08	View chart
Costco Wholesale Corporation (COST)	0.5	$5.9M	-5%	6.3k	935.55	View chart
Amazon (AMZN)	0.5	$5.9M	-44%	25k	238.34	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.5	$5.8M	-4%	2.9k	1989.49	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.5	$5.8M	+108%	70k	82.11	View chart
Elanco Animal Health (ELAN)	0.5	$5.6M	-2%	229k	24.61	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	0.5	$5.3M	-4%	135k	39.47	View chart
Eaton Corp SHS (ETN)	0.4	$5.3M	-26%	12k	426.13	View chart
Williams Companies (WMB)	0.4	$5.2M	+6%	71k	74.34	View chart
Spdr Index Shs Fds St Marke Cap Etf (EWX)	0.4	$5.0M	-11%	68k	74.31	View chart
Mongodb Cl A (MDB)	0.4	$4.9M	+48%	15k	335.92	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$4.8M	-19%	60k	79.03	View chart
Parker-Hannifin Corporation (PH)	0.4	$4.6M	-8%	4.7k	978.32	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$4.6M	+759%	53k	86.14	View chart
Ecolab (ECL)	0.4	$4.3M	-9%	15k	278.65	View chart
Ishares Tr Faln Angls Usd (FALN)	0.4	$4.3M	-2%	157k	27.24	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.4	$4.1M		92k	44.99	View chart
TJX Companies (TJX)	0.3	$4.1M	-36%	27k	151.50	View chart
Hilton Worldwide Holdings (HLT)	0.3	$4.1M	-9%	12k	330.46	View chart
Micron Technology (MU)	0.3	$4.0M	+343%	3.5k	1154.60	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.3	$3.9M	+11%	143k	27.47	View chart
O'reilly Automotive (ORLY)	0.3	$3.9M	-9%	42k	92.09	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$3.8M	-16%	10k	365.72	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$3.8M	+49%	17k	217.94	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$3.8M		34k	109.07	View chart
Intuitive Surgical Com New (ISRG)	0.3	$3.7M	-8%	9.3k	397.72	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$3.7M	+264%	30k	124.17	View chart
Tko Group Holdings Cl A (TKO)	0.3	$3.7M	-9%	18k	201.31	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.3	$3.6M	-5%	54k	67.24	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.3	$3.6M	+80%	77k	46.15	View chart
Capital Grp Fixed Incm Etf T Mun High Etf (CGHM)	0.3	$3.5M	+28%	137k	25.85	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$3.5M	-9%	37k	95.44	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.3	$3.5M	-12%	65k	53.61	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$3.5M	-9%	15k	236.63	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.3	$3.5M	+14%	66k	53.11	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.3	$3.5M	-11%	32k	107.13	View chart
Texas Instruments Incorporated (TXN)	0.3	$3.4M	+951%	12k	298.07	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$3.4M		31k	109.43	View chart
Uber Technologies (UBER)	0.3	$3.4M	-6%	47k	72.16	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.3	$3.3M	-8%	29k	114.18	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.3	$3.3M	-28%	21k	158.66	View chart
Axon Enterprise (AXON)	0.3	$3.3M	+38613%	5.8k	560.69	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.3	$3.2M	-8%	37k	87.71	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.3	$3.2M	-21%	30k	107.82	View chart
Listed Fds Tr Stf Tactical Grw (TUG)	0.3	$3.2M	-4%	67k	47.31	View chart
Coherent Corp (COHR)	0.3	$3.2M	+2986%	8.0k	394.51	View chart
Moody's Corporation (MCO)	0.3	$3.1M	-9%	6.9k	452.97	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$3.0M	+29%	22k	137.54	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$3.0M	+25%	30k	98.98	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.3	$3.0M	+11%	107k	27.74	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.2	$2.9M	+382%	100k	29.56	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.8M	+9%	8.5k	327.34	View chart
UnitedHealth (UNH)	0.2	$2.7M	+2%	6.5k	415.64	View chart
Janus Detroit Str Tr Hend Secu In Etf (JSI)	0.2	$2.7M	-11%	53k	51.22	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.2	$2.7M	+32%	54k	49.43	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.2	$2.6M	-8%	26k	100.67	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$2.5M	-6%	50k	51.05	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$2.5M	-3%	51k	49.55	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.2	$2.5M	-17%	27k	92.98	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$2.5M	-9%	44k	58.20	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$2.5M	-2%	32k	79.97	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$2.5M	-2%	50k	50.35	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.2	$2.5M	-9%	8.8k	284.96	View chart
Alnylam Pharmaceuticals (ALNY)	0.2	$2.5M	-10%	8.3k	301.05	View chart
Palantir Technologies Cl A (PLTR)	0.2	$2.5M	-68%	21k	116.67	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$2.4M	+26%	36k	68.01	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.2	$2.4M	-8%	53k	44.85	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$2.4M	+4%	11k	227.07	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.2	$2.4M	+30%	53k	44.56	View chart
Amphenol Corp Cl A (APH)	0.2	$2.4M	-87%	13k	176.55	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	0.2	$2.3M	-2%	45k	51.01	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$2.3M	+52%	6.5k	353.37	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$2.3M	-6%	31k	74.90	View chart
IDEXX Laboratories (IDXX)	0.2	$2.3M	-10%	4.3k	526.45	View chart
Capital Group Global Equity SHS (CGGE)	0.2	$2.2M	+43%	64k	35.24	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.2	$2.2M	+56%	14k	158.25	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$2.2M	+10%	66k	33.84	View chart
Caterpillar (CAT)	0.2	$2.2M	-16%	2.1k	1065.31	View chart
Home Depot (HD)	0.2	$2.2M	+21%	6.2k	352.70	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.2	$2.2M	+49%	21k	103.10	View chart
Merck & Co (MRK)	0.2	$2.2M		17k	128.76	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.2	$2.2M	-2%	82k	26.23	View chart
Abbvie (ABBV)	0.2	$2.1M	+21%	8.5k	251.66	View chart
Ishares Msci Japan Etf (EWJ)	0.2	$2.1M	-11%	23k	93.27	View chart
Tesla Motors (TSLA)	0.2	$2.1M	+27%	5.0k	420.60	View chart
Corning Incorporated (GLW)	0.2	$2.1M	-16%	8.1k	255.45	View chart
PNC Financial Services (PNC)	0.2	$2.0M		8.2k	246.23	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$2.0M	+10%	4.2k	478.21	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.2	$2.0M	+343%	26k	77.25	View chart
Invesco Currencyshares Swiss Swiss Franc (FXF)	0.2	$2.0M	-4%	18k	109.05	View chart
Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM)	0.2	$2.0M	-14%	74k	26.39	View chart
Us Bancorp Com New (USB)	0.2	$2.0M	-5%	32k	60.55	View chart
Angel Oak Funds Trust Income Etf (CARY)	0.2	$1.9M	-5%	93k	20.78	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.2	$1.9M	-16%	42k	45.34	View chart
Johnson & Johnson (JNJ)	0.2	$1.9M	-8%	7.5k	253.97	View chart
Cisco Systems (CSCO)	0.2	$1.9M	-15%	16k	117.46	View chart
Blackrock Etf Trust Disc Vola Eq Etf (BDVL)	0.2	$1.9M	+18%	72k	25.98	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.9M	-95%	2.5k	737.27	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.2	$1.8M	-12%	10k	185.24	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$1.8M	-17%	31k	58.92	View chart
Gilead Sciences (GILD)	0.2	$1.8M	+11%	14k	126.34	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.8M	-15%	22k	82.84	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.8M	+80%	30k	59.69	View chart
Qualcomm (QCOM)	0.1	$1.7M	-25%	9.5k	184.80	View chart
Applied Materials (AMAT)	0.1	$1.7M	+60%	2.4k	723.28	View chart
First Tr Exch Trd Alphdx Japan Alphadex (FJP)	0.1	$1.7M	-16%	22k	76.33	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.7M	+32%	17k	96.59	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.7M	+49%	4.8k	342.88	View chart
Ishares Msci Eurzone Etf (EZU)	0.1	$1.7M	-13%	24k	69.50	View chart
Chevron Corporation (CVX)	0.1	$1.6M		9.8k	165.77	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.6M	+29%	21k	77.91	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.1	$1.6M	+251%	27k	58.42	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.6M	+20%	3.7k	433.64	View chart
Procter & Gamble Company (PG)	0.1	$1.6M	+8%	11k	146.64	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.6M	+2488%	4.2k	370.17	View chart
ConocoPhillips (COP)	0.1	$1.6M		15k	103.96	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$1.6M	+26%	17k	94.52	View chart
First Tr Exchange Traded Nasdaq Transn (FTXR)	0.1	$1.5M	-7%	34k	45.57	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$1.5M	-5%	29k	52.34	View chart
Bristol Myers Squibb (BMY)	0.1	$1.5M	+2%	26k	57.62	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$1.5M	-4%	20k	73.66	View chart
Philip Morris International (PM)	0.1	$1.5M	+3%	8.1k	181.78	View chart
Cummins (CMI)	0.1	$1.5M	-7%	2.1k	713.26	View chart
Coca-Cola Company (KO)	0.1	$1.4M	+5%	18k	81.44	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.4M	-28%	10k	136.72	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.1	$1.4M	+6%	26k	52.72	View chart
Janus Detroit Str Tr Hend Em Debt Etf (JEMB)	0.1	$1.4M	+12%	25k	53.81	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$1.4M	+23%	36k	37.90	View chart
Union Pacific Corporation (UNP)	0.1	$1.4M		5.0k	272.03	View chart
Spdr Series Trust St Str Corpo Etf (SPBO)	0.1	$1.3M	-8%	46k	29.04	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$1.3M	-16%	83k	15.88	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$1.3M	-7%	17k	75.28	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.3M	+30%	10k	124.43	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.1	$1.2M	+60%	30k	41.16	View chart
Wells Fargo & Company (WFC)	0.1	$1.2M	-82%	15k	82.64	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$1.2M	+3945%	3.7k	334.77	View chart
Verizon Communications (VZ)	0.1	$1.2M	+2%	29k	42.34	View chart
Advanced Micro Devices (AMD)	0.1	$1.2M	+151%	2.1k	580.91	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.1	$1.2M	+9144%	5.6k	217.24	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$1.2M	-12%	21k	57.67	View chart
Citigroup Com New (C)	0.1	$1.2M	-8%	8.7k	139.97	View chart
Blackrock (BLK)	0.1	$1.2M		1.3k	961.86	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.2M	-14%	16k	76.55	View chart
Profesionally Managed Portfo Congr Bd Etf (CAFX)	0.1	$1.2M	+2%	49k	24.63	View chart
Ishares Tr Invt Grad Sy Etf (IGEB)	0.1	$1.2M	+6%	27k	45.11	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.1	$1.2M	+36%	28k	42.33	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.1	$1.2M	-14%	15k	81.74	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$1.2M		21k	57.90	View chart
Morgan Stanley Com New (MS)	0.1	$1.2M	-3%	5.7k	209.07	View chart
Ge Aerospace Com New (GE)	0.1	$1.2M	+28%	3.1k	373.82	View chart
Omni (OMC)	0.1	$1.2M	+6%	16k	72.97	View chart
Illinois Tool Works (ITW)	0.1	$1.2M	+9%	4.3k	270.77	View chart
Principal Financial (PFG)	0.1	$1.1M	-5%	11k	107.79	View chart
Ishares Tr Msci Euro Fl Etf (EUFN)	0.1	$1.1M	-12%	29k	38.99	View chart
Starbucks Corporation (SBUX)	0.1	$1.1M	+2%	11k	102.19	View chart
Pepsi (PEP)	0.1	$1.1M	+4%	7.9k	135.41	View chart
Colgate-Palmolive Company (CL)	0.1	$1.1M	+7%	12k	91.68	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.1M	+9%	2.1k	513.70	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.1	$1.1M	-11%	21k	50.83	View chart
EOG Resources (EOG)	0.1	$1.1M	+4%	8.1k	129.74	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$1.0M	+52%	46k	22.78	View chart
Cigna Corp (CI)	0.1	$1.0M	+4%	3.7k	275.70	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$986k	-24%	8.4k	117.28	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$966k	-5%	9.6k	100.36	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$957k	+3%	12k	82.66	View chart
Cme (CME)	0.1	$951k	+6%	4.3k	220.87	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.1	$948k	+35%	19k	50.37	View chart
McDonald's Corporation (MCD)	0.1	$930k	+22%	3.4k	270.34	View chart
Lockheed Martin Corporation (LMT)	0.1	$925k	+3%	1.8k	509.51	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.1	$922k	-7%	4.8k	193.80	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.1	$920k	NEW	25k	36.60	View chart
Chubb (CB)	0.1	$917k	+2%	2.7k	341.10	View chart
Valero Energy Corporation (VLO)	0.1	$913k	-14%	3.5k	260.51	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$911k	+46%	3.0k	303.13	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$890k	-18%	12k	75.46	View chart
General Dynamics Corporation (GD)	0.1	$861k	+2%	2.4k	354.35	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.1	$857k	+43%	27k	31.78	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$854k	-6%	6.1k	139.89	View chart
Altria (MO)	0.1	$852k	+3%	12k	72.23	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$841k		4.0k	211.99	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$835k	+53%	18k	45.70	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.1	$834k	-12%	10k	83.07	View chart
Kroger (KR)	0.1	$828k	+10%	15k	55.53	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.1	$826k	+5764%	7.4k	110.87	View chart
Dell Technologies CL C (DELL)	0.1	$822k	+63%	1.9k	431.65	View chart
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM)	0.1	$817k	+37%	25k	33.01	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$803k	+32%	2.0k	409.59	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$799k	+24%	10k	76.71	View chart
Intel Corporation (INTC)	0.1	$787k	+52%	5.6k	139.65	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$786k	+28%	11k	68.94	View chart
First Tr Exch Trd Alphdx Asia Ex Japan (FPA)	0.1	$781k	NEW	15k	53.52	View chart
International Business Machines (IBM)	0.1	$778k	-10%	2.8k	281.29	View chart
Packaging Corporation of America (PKG)	0.1	$774k	+7%	3.2k	238.49	View chart
Shell Spon Ads (SHEL)	0.1	$758k	+19%	9.8k	77.54	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$749k	+21%	16k	46.81	View chart
Microchip Technology (MCHP)	0.1	$742k	-27%	8.1k	91.20	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$741k	-5%	15k	50.49	View chart
SLB Com Stk (SLB)	0.1	$741k	-2%	16k	46.62	View chart
Netflix (NFLX)	0.1	$740k	-28%	10k	71.40	View chart
Progressive Corporation (PGR)	0.1	$736k	+9%	3.4k	218.47	View chart
Blackrock Etf Trust Isha Flex Eq Etf	0.1	$734k	NEW	29k	25.62	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$728k	+4127%	8.1k	90.11	View chart
Arista Networks Com Shs (ANET)	0.1	$722k	-92%	4.3k	169.88	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 Q2 filed Aug. 17, 2026
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

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