Nfp Retirement, Inc. Purchases in Q1 2025

Nfp Retirement, Inc.

  • $1.26 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
1.38K
+ 57.6%
$104.71 - $107.69 $144K - $148K
3.77K $397M
REET
Ishares Global Reit ETF

ETFs
4.7K
+ 6.53%
$23.24 - $25.16 $109K - $118K
76.7K $1.86B
BME
Black Rock Health Sciences Trust

Financial Services
2.13K
+ 3.9%
$37.49 - $41.0 $79.9K - $87.4K
56.7K $2.19B
BSJR
Invesco Indx Tr

ETFs
5.39K
+ 42.71%
$22.4 - $22.69 $121K - $122K
18K $404M
XLK
Technology Sector Spdr

ETFs
1.32K
+ 22.64%
$206.38 - $242.18 $272K - $319K
7.13K $1.47B
T
At&T Inc.

Communication Services
137
+ 0.66%
$21.56 - $28.28 $2.95K - $3.87K
21K $593M
DNP
Dnp Select Income Fund Inc

Financial Services
863
+ 0.9%
$8.93 - $9.92 $7.71K - $8.56K
97.1K $960M
PM
Philip Morris International Inc.

Consumer Defensive
62
+ 2.45%
$117.15 - $158.79 $7.26K - $9.84K
2.59K $411M
FNDX
Schwab Fundamental U S Large C

ETFs
4.52K
+ 12.56%
$23.03 - $25.01 $104K - $113K
40.5K $956M
JPIE
J P Morgan Exchange Traded Fd
2.1K
+ 21.65%
$45.46 - $46.18 $95.5K - $97K
11.8K $544M
TQQQ
Proshares Ultrapro Qqq

ETFs
3.4K
+ 70.78%
$57.3 - $90.39 $195K - $308K
8.21K $470M
O
Realty Income Corp

Real Estate
679
+ 7.16%
$51.67 - $58.49 $35.1K - $39.7K
10.2K $590M
MRK
Merck & Co., Inc.

Healthcare
1.44K
+ 26.48%
$83.01 - $101.02 $120K - $145K
6.88K $617M
IDV
Ishares Tr

ETFs
83
+ 0.44%
$27.0 - $31.7 $2.24K - $2.63K
19.1K $592M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
13.3K
New
$5.29 - $10.87 $70.1K - $144K
13.3K $70.1M
PLTR
Palantir Technologies Inc.

Technology
394
+ 10.44%
$64.98 - $124.62 $25.6K - $49.1K
4.17K $352M
JPM
Jpmorgan Chase & CO

Financial Services
177
+ 4.35%
$225.19 - $279.95 $39.9K - $49.6K
4.24K $1.04B
FIW
First Trust Water ETF

ETFs
718
+ 14.49%
$99.48 - $106.74 $71.4K - $76.6K
5.67K $571M
Fidelity Covington Trust
1.83K
+ 10.34%
N/A
19.6K $601M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.04K
+ 12.93%
$19.42 - $19.54 $58.9K - $59.3K
26.5K $516M
ABT
Abbott Laboratories

Healthcare
38
+ 1.36%
$111.1 - $140.22 $4.22K - $5.33K
2.84K $376M
WM
Waste Management Inc

Industrials
6
+ 0.32%
$200.54 - $233.78 $1.2K - $1.4K
1.91K $441M
VDE
Vanguard Energy ETF

ETFs
91
+ 2.02%
$119.14 - $132.76 $10.8K - $12.1K
4.61K $598M
PGR
Progressive Corp

Financial Services
8
+ 0.74%
$235.61 - $291.22 $1.88K - $2.33K
1.09K $307M
AVUV
American Centy ETF Tr Avantis

ETFs
779
+ 32.36%
$84.95 - $100.62 $66.2K - $78.4K
3.19K $278M
IAPR
Innovator Etfs Tr Internationa

ETFs
821
+ 3.19%
$26.66 - $28.64 $21.9K - $23.5K
26.6K $731M
RSP
Invesco S&P 500 Equal Weight E

ETFs
309
+ 6.53%
$169.43 - $182.84 $52.4K - $56.5K
5.04K $873M
EEM
Ishares Msci Emerging Markets

ETFs
289
+ 1.89%
$40.81 - $45.34 $11.8K - $13.1K
15.6K $682M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
478
+ 2.59%
$37.07 - $40.63 $17.7K - $19.4K
18.9K $745M
V
Visa Inc.

Financial Services
20
+ 2.4%
$306.92 - $362.71 $6.14K - $7.25K
854 $299M
XLU
Utilities Sector Spdr

ETFs
161
+ 2.29%
$74.7 - $80.27 $12K - $12.9K
7.19K $567M
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 0.51%
$890.62 - $1076.86 $4.45K - $5.38K
985 $931M
PG
Procter & Gamble CO

Consumer Defensive
38
+ 0.4%
$158.56 - $176.26 $6.03K - $6.7K
9.47K $1.61B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.5K
+ 5.88%
$20.64 - $20.73 $30.9K - $31K
26.9K $557M
SCHR
Schwab Intermediate Term Us Tr

ETFs
255
+ 0.65%
$24.05 - $24.86 $6.13K - $6.34K
39.5K $982M
MCD
Mcdonalds Corp

Consumer Cyclical
12
+ 1.11%
$279.74 - $321.29 $3.36K - $3.86K
1.09K $341M
SYK
Stryker Corp

Healthcare
53
+ 9.31%
$355.18 - $399.9 $18.8K - $21.2K
622 $232M
VTI
Vanguard Total Stock Market Et

ETFs
366
+ 7.18%
$271.18 - $303.12 $99.3K - $111K
5.46K $1.5B
SLB
Schlumberger Limited

Energy
34
+ 0.63%
$38.4 - $43.74 $1.31K - $1.49K
5.4K $226M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
2.56K
+ 3.58%
$31.06 - $33.33 $79.5K - $85.3K
74K $2.33B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
124
+ 3.98%
$73.78 - $76.59 $9.15K - $9.5K
3.24K $248M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
1.27K
+ 2.72%
$32.39 - $34.01 $41.1K - $43.2K
47.9K $1.55B
QCOM
Qualcomm Inc

Technology
77
+ 4.12%
$151.94 - $175.86 $11.7K - $13.5K
1.95K $299M
VAW
Vanguard Materials ETF

ETFs
50
+ 2.95%
$185.71 - $202.46 $9.29K - $10.1K
1.75K $330M
VFH
Vanguard Financial ETF

ETFs
1
+ 0.02%
$114.07 - $127.34 $114 - $127
6.56K $783M
IWD
Ishares Russell 1000 Val ETF

ETFs
11
+ 0.48%
$182.82 - $196.21 $2.01K - $2.16K
2.31K $435M
PY
Principal Exchange Traded Fund

ETFs
214
+ 4.16%
$47.61 - $51.6 $10.2K - $11K
5.36K $263M
F
Ford Motor CO

Consumer Cyclical
536
+ 2.57%
$9.12 - $10.43 $4.89K - $5.59K
21.4K $215M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
45
+ 0.95%
$42.18 - $45.16 $1.9K - $2.03K
4.8K $212M
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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