Nfp Retirement, Inc. Portfolio Holdings by Sector

Nfp Retirement, Inc.

$1.26 Trillion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology VRSN MSFT PANW PLTR ADBE ORCL 6 stocks	$19.1 Million 1.52% of portfolio	4	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$16 Million 1.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY GILD AMGN JNJ ABBV MRK 6 stocks	$12.9 Million 1.03% of portfolio	3	3	-	-	0 Calls 0 Puts
Asset Management \| Financial Services CII BUI BME BST DNP FSK 6 stocks	$11.4 Million 0.91% of portfolio	5	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare BSX ABT SYK 3 stocks	$9.68 Million 0.77% of portfolio	3	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI 2 stocks	$7.45 Million 0.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services SOFI AXP V 3 stocks	$7.41 Million 0.59% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AON BRO 2 stocks	$5.41 Million 0.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX CVE 3 stocks	$4.44 Million 0.35% of portfolio	1	2	-	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate NHI WELL MPW PEAK SBRA 5 stocks	$4.31 Million 0.34% of portfolio	2	3	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO QCOM 3 stocks	$3.61 Million 0.29% of portfolio	3	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs RWR VTI 2 stocks	$3.41 Million 0.27% of portfolio	2	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$3.28 Million 0.26% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL META 3 stocks	$3.22 Million 0.26% of portfolio	2	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST TGT 3 stocks	$2.35 Million 0.19% of portfolio	2	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM WFC BAC 3 stocks	$2.31 Million 0.18% of portfolio	1	2	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$1.61 Million 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SHW 1 stocks	$1.6 Million 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Gold \| Basic Materials NEM HL SBSW 3 stocks	$1.49 Million 0.12% of portfolio	1	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology MSI CSCO 2 stocks	$1.41 Million 0.11% of portfolio	1	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM ACN 2 stocks	$1.4 Million 0.11% of portfolio	-	2	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F 2 stocks	$1.36 Million 0.11% of portfolio	2	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$1.22 Million 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO NEE 2 stocks	$1.02 Million 0.08% of portfolio	1	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ 2 stocks	$1 Million 0.08% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Application \| Technology SHOP CRM UBER DOMO 4 stocks	$961,415 0.08% of portfolio	2	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH CI 2 stocks	$950,466 0.08% of portfolio	-	2	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services TFC USB ZION 3 stocks	$941,721 0.08% of portfolio	3	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON MMM 2 stocks	$801,884 0.06% of portfolio	1	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$698,889 0.06% of portfolio	2	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA RTX 2 stocks	$693,449 0.06% of portfolio	-	2	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$681,851 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate O 1 stocks	$589,635 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROP GE 2 stocks	$511,452 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$441,419 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy BTEGF 1 stocks	$400,386 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials ACM 1 stocks	$343,101 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$340,768 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$333,520 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR 1 stocks	$307,079 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$270,754 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$270,362 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy SLB 1 stocks	$225,716 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$220,620 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Silver \| Basic Materials AG 1 stocks	$214,080 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX 1 stocks	$211,358 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK 1 stocks	$205,935 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Uranium \| Energy DNN UUUU 2 stocks	$152,660 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare RXRX 1 stocks	$70,114 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical SABR 1 stocks	$51,269 0.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical VEEE 1 stocks	$18,962 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
ETFs \| ETFs IVV SHV AGG IDEV SCHD SPLG ONEQ VONG 158 stocks	$0 88.9% of portfolio	83	62	3	-	0 Calls 0 Puts

Track This Portfolio

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.

Account

Nfp Retirement, Inc. Portfolio Holdings by Sector

Nfp Retirement, Inc.

Track Nfp Retirement, Inc. Portfolio

Portfolio Update

News