Nfp Retirement, Inc. has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.26 Trillion distributed in 277 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 $254B, Ishares Tr with a value of $94.7B, Ishares Core U.S. Aggregate Bo with a value of $65.6B, Ishares Core Msci Intl Develop with a value of $55.4B, and Schwab Strategic Tr Us Dividen with a value of $37.2B.
Examining the 13F form we can see an decrease of $5B in the current position value, from $1.27T to 1.26T.
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.