Nfp Retirement, Inc. Purchases and Sells in Q1 2025

Nfp Retirement, Inc.

$1.26 Trillion
Q1 2025

Top Buys

Incresed Positions

141 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	72K + 18.96%	$554.06 - $615.85 $39.9M - $44.4M	452K $254B
IDEV	59.6K + 8.0%	$63.77 - $71.36 $3.8M - $4.25M	804K $55.4B
AGG	32.4K + 5.14%	$95.85 - $99.25 $3.11M - $3.22M	663K $65.6B
SCHD	85.2K + 6.84%	$27.01 - $28.54 $2.3M - $2.43M	1.33M $37.2B
IJH	72.5K + 24.76%	$57.21 - $65.8 $4.14M - $4.77M	365K $21.3B
SPLG	60.6K + 12.9%	$64.88 - $72.1 $3.93M - $4.37M	530K $34.9B

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RWR	19.2K New	$95.15 - $104.06 $1.83M - $2M	19.2K $1.91B
IEF	11K New	$91.17 - $95.39 $999K - $1.04M	11K $1.04B
ICF	11.7K New	$57.98 - $63.8 $676K - $744K	11.7K $717M
MO	4.8K New	$50.81 - $60.02 $244K - $288K	4.8K $288M
UBER	3.21K New	$63.17 - $81.49 $203K - $262K	3.21K $234M
GE	1.14K New	$168.59 - $212.13 $192K - $242K	1.14K $228M

Top Sells

Reduced Positions

98 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHV	-333K - 27.99%	$110.11 - $110.51 $36.7M - $36.8M	857K $94.7B
QQQ	-520 - 0.91%	$468.34 - $539.52 $244K - $281K	56.4K $26.4B
SOFI	-3.55K - 0.62%	$11.18 - $18.03 $39.7K - $64K	572K $6.66B
PRFZ	-10.2K - 2.42%	$37.35 - $43.35 $379K - $440K	410K $15.5B
VUG	-1.92K - 8.49%	$369.1 - $427.61 $708K - $821K	20.7K $7.67B
TFLO	-32K - 5.38%	$50.48 - $50.68 $1.61M - $1.62M	561K $28.4B

Activity Summary All Purchases 151 New Holdings 10 Increased Positions 141 All Sells 98 Reductions 98 Sold out 0 Calls 0 Puts 0

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