Nfp Retirement, Inc. Portfolio Holdings

Nfp Retirement, Inc.

  • $1.27 Trillion
  • Q4 2024

Nfp Retirement, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.27 Trillion distributed in 292 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $224B, Ishares Tr with a value of $131B, Ishares Core U.S. Aggregate Bo with a value of $61.1B, Ishares Core Msci Intl Develop with a value of $48B, and Fidelity Nasdaq Composite Inde with a value of $34.4B.

Examining the 13F form we can see an increase of $31.2B in the current position value, from $1.24T to 1.27T. Also it can be appreciated an additional of 17 stocks purchases and 10 closed positions.

Nfp Retirement, Inc. is based out at Aliso Viejo, CA

Below you can find more details about Nfp Retirement, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.27 Trillion
Technology: $43.2 Billion
Financial Services: $29.7 Billion
Healthcare: $22.2 Billion
Consumer Cyclical: $13.9 Billion
Consumer Defensive: $6.36 Billion
Energy: $5.07 Billion
Communication Services: $4.7 Billion
Real Estate: $4.28 Billion
Other: $9.85 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.73 Billion 0.29% of portfolio
185,393
Q4 2024 Added 2.95%
$0
$2.54 Billion 0.2% of portfolio
108,239
Q4 2024 Added 1.76%
$0
$2.12 Billion 0.17% of portfolio
57,954
Q4 2024 Reduced 0.51%
$0
$2.07 Billion 0.16% of portfolio
54,588
Q4 2024 Reduced 8.48%
$0
$849 Million 0.07% of portfolio
96,226
Q4 2024 Reduced 2.13%
$0
$234 Million 0.02% of portfolio
10,795
Q1 2024 New
$4M
$31.3 Million 0.0% of portfolio
56,872
Q4 2024 Reduced 14.95%

Summary

  • Portfolio
  • No. of Stocks 292
  • Current Value $1.27 Trillion
  • Prior Value $1.24 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 17 stocks
  • Additional Purchases 150 stocks
  • Sold out of 10 stocks
  • Reduced holdings in 91 stocks
Track This Portfolio

Track Nfp Retirement, Inc. Portfolio

Follow Nfp Retirement, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nfp Retirement, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Nfp Retirement, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email