Nfp Retirement, Inc. Reduced Holdings in Q1 2025

Nfp Retirement, Inc.

  • $1.26 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-452
- 6.75%
$90.0 - $96.32 $40.7K - $43.5K
6.24K $576M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-2.47K
- 8.11%
$68.32 - $75.06 $169K - $185K
28K $2.09B
Pimco ETF Tr
-2.62K
- 3.58%
N/A
70.4K $1.86B
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-1.3K
- 5.46%
$52.16 - $56.68 $67.7K - $73.5K
22.5K $1.25B
BAC
Bank Of America Corp

Financial Services
-199
- 1.76%
$39.61 - $47.74 $7.88K - $9.5K
11.1K $463M
AVUS
American Centy ETF Tr Avantis

ETFs
-39
- 0.68%
$90.7 - $101.57 $3.54K - $3.96K
5.72K $529M
BA
Boeing CO

Industrials
-88
- 3.99%
$148.15 - $186.25 $13K - $16.4K
2.12K $361M
VTV
Vanguard Value ETF

ETFs
-1.65K
- 2.22%
$167.73 - $179.21 $276K - $295K
72.6K $12.5B
VIG
Vanguard Dividend Appreciation

ETFs
-12
- 0.08%
N/A
14.3K $2.76B
VIS
Vanguard Industrial ETF

ETFs
-17
- 0.52%
$243.63 - $273.99 $4.14K - $4.66K
3.24K $802M
VNQ
Vanguard Specialized Funds Van

ETFs
-301
- 3.87%
$85.55 - $94.34 $25.8K - $28.4K
7.48K $677M
SABR
Sabre Corp

Consumer Cyclical
-118
- 0.64%
$2.81 - $4.52 $332 - $533
18.2K $51.3M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-249
- 3.35%
$76.94 - $78.28 $19.2K - $19.5K
7.19K $562M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-457
- 0.84%
$23.03 - $23.17 $10.5K - $10.6K
54.2K $1.25B
WFC
Wells Fargo & Company

Financial Services
-373
- 3.2%
$66.78 - $81.42 $24.9K - $30.4K
11.3K $811M
PWV
Invesco Exchange Traded Fd Tr

ETFs
-675
- 5.63%
$56.58 - $60.89 $38.2K - $41.1K
11.3K $673M
UNH
Unitedhealth Group Inc

Healthcare
-52
- 4.15%
$461.52 - $548.18 $24K - $28.5K
1.2K $630M
PEAK
Healthpeak Properties, Inc.

Real Estate
-56
- 0.37%
N/A
15.2K $307M
HL
Hecla Mining CO

Basic Materials
-4K
- 12.7%
$5.07 - $6.37 $20.3K - $25.5K
27.5K $153M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-1.03K
- 1.91%
$24.73 - $25.62 $25.4K - $26.3K
52.8K $1.35B
CI
Cigna Corp

Healthcare
-155
- 13.72%
$274.49 - $329.0 $42.5K - $51K
975 $321M
VZ
Verizon Communications Inc

Communication Services
-917
- 9.24%
$37.81 - $46.49 $34.7K - $42.6K
9.01K $409M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-361
- 2.09%
$100.59 - $103.47 $36.3K - $37.4K
16.9K $1.75B
CSCO
Cisco Systems, Inc.

Technology
-49
- 0.81%
$58.74 - $64.87 $2.88K - $3.18K
6.01K $371M
IOCT
Innovator Etfs Tr Intl Dev Pow
-46
- 0.26%
N/A
17.5K $537M
VPU
Vanguard Utilities ETF

ETFs
-34
- 0.71%
$161.24 - $173.33 $5.48K - $5.89K
4.77K $814M
AG
First Majestic Silver Corp

Basic Materials
-1K
- 3.03%
$5.28 - $7.25 $5.28K - $7.25K
32K $214M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-546
- 3.23%
$48.65 - $53.06 $26.6K - $29K
16.4K $851M
RTX
Raytheon Technologies Corp

Industrials
-19
- 0.75%
$114.1 - $135.66 $2.17K - $2.58K
2.51K $333M
Veren Inc
-6.5K
- 10.83%
N/A
53.5K $354M
SO
Southern CO

Utilities
-158
- 2.41%
$80.96 - $92.96 $12.8K - $14.7K
6.39K $588M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-190
- 1.67%
$74.85 - $84.89 $14.2K - $16.1K
11.2K $913M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-8
- 0.08%
$67.08 - $76.14 $537 - $609
10K $737M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.4K
- 3.06%
$58.01 - $64.46 $81K - $90.1K
44.3K $2.75B
IBM
International Business Machines Corp

Technology
-86
- 2.38%
$217.4 - $264.74 $18.7K - $22.8K
3.52K $875M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.64K
- 3.01%
$18.36 - $20.51 $66.9K - $74.7K
118K $2.32B
NHI
National Health Investors Inc

Real Estate
-167
- 0.67%
$65.79 - $76.06 $11K - $12.7K
24.7K $1.82B
VHT
Vanguard Health Care ETF

ETFs
-88
- 0.71%
$254.06 - $273.83 $22.4K - $24.1K
12.3K $3.25B
ABBV
Abb Vie Inc.

Healthcare
-3
- 0.08%
$169.2 - $216.66 $508 - $650
3.91K $818M
JNJ
Johnson & Johnson

Healthcare
-187
- 2.37%
$142.06 - $167.7 $26.6K - $31.4K
7.71K $1.28B
MPW
Medical Properties Trust Inc

Real Estate
-705
- 0.98%
$3.83 - $6.21 $2.7K - $4.38K
71.2K $430M
KO
Coca Cola CO

Consumer Defensive
-104
- 0.61%
$60.81 - $72.32 $6.32K - $7.52K
17K $1.22B
XOM
Exxon Mobil Corp

Energy
-233
- 1.28%
$105.44 - $118.93 $24.6K - $27.7K
17.9K $2.13B
VDC
Vanguard Consumer Staples ETF

ETFs
-76
- 0.29%
$206.54 - $226.16 $15.7K - $17.2K
26.4K $5.78B
CVX
Chevron Corp

Energy
-43
- 0.39%
$146.71 - $167.97 $6.31K - $7.22K
10.9K $1.82B
AON
Aon PLC

Financial Services
-365
- 3.08%
$348.44 - $409.32 $127K - $149K
11.5K $4.58B
AMGN
Amgen Inc

Healthcare
-26
- 0.26%
$258.59 - $327.36 $6.72K - $8.51K
10.1K $3.14B
Activity Summary
Buys All Purchases 151 New Holdings 10 Increased Positions 141 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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