Nfp Retirement, Inc. Purchases in Q1 2025

Nfp Retirement, Inc.

  • $1.26 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
72K
+ 18.96%
$554.06 - $615.85 $39.9M - $44.4M
452K $254B
IDEV
Ishares Core Msci Intl Develop

ETFs
59.6K
+ 8.0%
$63.77 - $71.36 $3.8M - $4.25M
804K $55.4B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
32.4K
+ 5.14%
$95.85 - $99.25 $3.11M - $3.22M
663K $65.6B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
85.2K
+ 6.84%
$27.01 - $28.54 $2.3M - $2.43M
1.33M $37.2B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
72.5K
+ 24.76%
$57.21 - $65.8 $4.14M - $4.77M
365K $21.3B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
60.6K
+ 12.9%
$64.88 - $72.1 $3.93M - $4.37M
530K $34.9B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
33.3K
+ 27.61%
$102.49 - $119.96 $3.42M - $4M
154K $16.1B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
38.2K
+ 6.93%
$44.41 - $45.98 $1.7M - $1.76M
590K $26.9B
RWR
Spdr Dow Jones Reit ETF

ETFs
19.2K
New
$95.15 - $104.06 $1.83M - $2M
19.2K $1.91B
IEMG
Ishares Inc

ETFs
24.7K
+ 10.11%
N/A
269K $14.5B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
14.2K
+ 9.5%
$81.83 - $82.73 $1.16M - $1.18M
164K $13.6B
IQLT
Ishares Msci Intl Quality Fact

ETFs
12.8K
+ 5.84%
$36.91 - $41.03 $473K - $526K
233K $9.23B
IEF
Ishares Barclays

ETFs
11K
New
$91.17 - $95.39 $999K - $1.04M
11K $1.04B
BSX
Boston Scientific Corp

Healthcare
28
+ 0.03%
$89.38 - $106.18 $2.5K - $2.97K
89.9K $9.07B
FPE
First Tr Pfd Secs & Income ETF

ETFs
54.5K
+ 7.49%
$17.53 - $17.87 $955K - $973K
782K $13.8B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
7.79K
+ 57.64%
$100.32 - $100.76 $781K - $784K
21.3K $2.14B
ICF
Ishares Tr

ETFs
11.7K
New
$57.98 - $63.8 $676K - $744K
11.7K $717M
TIP
Ishares Tr Tips Bd ETF

ETFs
6.19K
+ 103.13%
$106.22 - $111.09 $658K - $688K
12.2K $1.36B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.81K
+ 3.23%
$77.7 - $78.94 $451K - $458K
186K $14.7B
GILD
Gilead Sciences, Inc.

Healthcare
32
+ 0.11%
$89.14 - $117.41 $2.85K - $3.76K
29.4K $3.3B
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.57K
+ 5.76%
$56.17 - $59.71 $481K - $512K
157K $8.99B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
7.26K
+ 7.41%
$65.27 - $71.18 $474K - $517K
105K $6.98B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4K
+ 142.1%
$87.68 - $94.52 $351K - $378K
6.82K $638M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
4.11K
+ 12.13%
$93.32 - $95.35 $384K - $392K
38K $3.56B
IXUS
Ishares Tr

ETFs
2.37K
+ 4.02%
$65.06 - $72.31 $154K - $172K
61.4K $4.29B
DHS
Wisdomtree Tr U.S

ETFs
536
+ 1.15%
$91.55 - $99.74 $49.1K - $53.5K
47K $4.66B
XYLD
Global X Fds S&P 500 Covered C

ETFs
8.62K
+ 103.15%
$39.02 - $42.89 $336K - $370K
17K $670M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.58K
+ 1.7%
$42.5 - $46.71 $110K - $121K
155K $7B
NEM
Newmont Corp

Basic Materials
98
+ 0.38%
$37.79 - $48.39 $3.7K - $4.74K
26.2K $1.27B
WELL
Welltower Inc.

Real Estate
86
+ 0.85%
$124.05 - $156.86 $10.7K - $13.5K
10.2K $1.57B
MO
Altria Group, Inc.

Consumer Defensive
4.8K
New
$50.81 - $60.02 $244K - $288K
4.8K $288M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.06K
+ 105.56%
$91.45 - $91.75 $280K - $281K
5.96K $546M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.47K
+ 7.7%
$507.05 - $563.67 $744K - $827K
20.5K $10.5B
GLD
Spdr Gold Trust

ETFs
128
+ 2.55%
$243.19 - $288.14 $31.1K - $36.9K
5.15K $1.48B
LLY
Eli Lilly & CO

Healthcare
22
+ 0.48%
$725.72 - $929.72 $16K - $20.5K
4.58K $3.78B
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.4K
+ 4.73%
$71.17 - $73.66 $171K - $177K
53.2K $3.91B
UBER
Uber Technologies, Inc

Technology
3.21K
New
$63.17 - $81.49 $203K - $262K
3.21K $234M
XLV
Select Sector Spdr Fund Health

ETFs
1.23K
+ 19.97%
$137.61 - $149.68 $169K - $184K
7.38K $1.08B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
2.85K
+ 2.66%
$49.67 - $51.43 $141K - $146K
110K $5.61B
GE
General Electric CO

Industrials
1.14K
New
$168.59 - $212.13 $192K - $242K
1.14K $228M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
639
New
$333.37 - $384.99 $213K - $246K
639 $214M
MCK
Mckesson Corp

Healthcare
306
New
$566.21 - $672.99 $173K - $206K
306 $206M
Linde PLC
441
New
N/A
441 $205M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.16K
+ 12.27%
$49.69 - $50.76 $207K - $211K
38.1K $1.9B
SCHP
Schwab Strategic Us Tips ETF

ETFs
4.18K
+ 5.25%
$25.69 - $26.89 $107K - $112K
83.9K $2.26B
XLE
Energy Sector Spdr

ETFs
1.54K
+ 25.5%
$85.7 - $93.96 $132K - $144K
7.56K $706M
PFM
Invesco Exchange Traded Fd Tr

ETFs
3.99K
+ 3.58%
$44.92 - $48.18 $179K - $192K
115K $5.28B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.03K
+ 24.51%
$50.48 - $51.04 $153K - $155K
15.4K $782M
FLLV
Franklin Templeton ETF Tr
2.56K
+ 39.94%
N/A
8.97K $504M
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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