Nfp Retirement, Inc. Purchases in Q4 2024

Nfp Retirement, Inc.

  • $1.27 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
5.3K
+ 2.95%
$19.23 - $20.44 $102K - $108K
185K $3.73B
IAPR
Innovator Etfs Tr Internationa

ETFs
7.52K
+ 41.25%
$26.66 - $28.18 $200K - $212K
25.7K $687M
JPM
Jpmorgan Chase & CO

Financial Services
230
+ 5.99%
$205.18 - $250.29 $47.2K - $57.6K
4.07K $975M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
3.54K
+ 5.21%
$31.36 - $32.75 $111K - $116K
71.5K $2.31B
AVGO
Broadcom Inc.

Technology
244
+ 14.0%
$159.67 - $250.0 $39K - $61K
1.99K $461M
GOOGL
Alphabet Inc.

Communication Services
174
+ 3.33%
$161.86 - $196.66 $28.2K - $34.2K
5.39K $1.02B
JPIE
J P Morgan Exchange Traded Fd
3K
+ 44.78%
$45.59 - $46.25 $137K - $139K
9.7K $443M
SPSB
Spdr Portfolio Short Term Corp

ETFs
4.8K
+ 18.16%
$29.77 - $30.19 $143K - $145K
31.2K $933M
Orchid Is Cap Inc
16.7K
New
N/A
16.7K $130M
BA
Boeing CO

Industrials
437
+ 24.75%
$138.14 - $180.72 $60.4K - $79K
2.2K $390M
FNDX
Schwab Fundamental U S Large C

ETFs
25.7K
+ 249.49%
$23.49 - $71.77 $603K - $1.84M
36K $852M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
1.83K
+ 5.69%
$93.52 - $95.37 $171K - $174K
33.9K $3.18B
PANW
Palo Alto Networks Inc

Technology
1.35K
+ 100.0%
$181.96 - $405.9 $246K - $548K
2.7K $492M
VCR
Vanguard Consumer Discretionar

ETFs
78
+ 3.49%
$328.51 - $401.37 $25.6K - $31.3K
2.32K $869M
VBR
Vanguard Small Cap Value ETF

ETFs
708
+ 5.38%
$197.36 - $217.3 $140K - $154K
13.9K $2.75B
CRM
Salesforce, Inc.

Technology
68
+ 6.52%
$270.87 - $367.87 $18.4K - $25K
1.11K $371M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
1.38K
+ 24.19%
$47.07 - $48.75 $65K - $67.3K
7.08K $339M
SCHG
Schwab Strategic Tr Us Large C

ETFs
118K
+ 280.99%
$25.93 - $105.3 $3.06M - $12.4M
160K $4.46B
IYW
Ishares Dj Us Tech ETF

ETFs
9
+ 0.09%
$148.14 - $166.23 $1.33K - $1.5K
10.2K $1.62B
BSJR
Invesco Indx Tr

ETFs
3.49K
+ 38.22%
$22.37 - $22.7 $78.1K - $79.3K
12.6K $283M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
93
+ 7.19%
$417.69 - $450.94 $38.8K - $41.9K
1.39K $590M
XLK
Technology Sector Spdr

ETFs
158
+ 2.79%
$220.26 - $241.44 $34.8K - $38.1K
5.81K $1.35B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.14K
+ 15.84%
$53.94 - $58.15 $61.2K - $66K
8.3K $468M
IWN
Ishares Russell2000 Val ETF

ETFs
1
+ 0.02%
$162.69 - $181.35 $163 - $181
5.63K $924M
DFAS
Dimensional ETF Tr U S Small C

ETFs
932
+ 14.22%
$63.58 - $71.15 $59.3K - $66.3K
7.49K $487M
VOX
Vanguard Communication Service

ETFs
130
+ 3.29%
$144.31 - $163.57 $18.8K - $21.3K
4.08K $633M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
851
+ 5.29%
$46.48 - $51.32 $39.6K - $43.7K
16.9K $815M
V
Visa Inc.

Financial Services
66
+ 8.59%
$273.87 - $320.91 $18.1K - $21.2K
834 $264M
BAC
Bank Of America Corp

Financial Services
24
+ 0.21%
$39.22 - $47.77 $941 - $1.15K
11.3K $496M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
1K
+ 4.45%
$50.0 - $50.27 $50K - $50.3K
23.5K $1.18B
HON
Honeywell International Inc

Industrials
7
+ 0.29%
$202.84 - $236.0 $1.42K - $1.65K
2.41K $544M
USB
Us Bancorp \De\

Financial Services
703
+ 11.86%
$43.98 - $53.66 $30.9K - $37.7K
6.63K $317M
MGK
Vanguard Mega Cap Growth ETF

ETFs
4
+ 0.2%
$316.94 - $357.88 $1.27K - $1.43K
2.04K $701M
MSI
Motorola Solutions, Inc.

Technology
33
+ 1.42%
$449.08 - $504.6 $14.8K - $16.7K
2.35K $1.09B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
525
+ 22.93%
$88.59 - $94.57 $46.5K - $49.6K
2.82K $250M
FNDC
Schwab Fundamental Intl Small

ETFs
1.39K
+ 10.76%
$33.92 - $38.03 $47.1K - $52.9K
14.3K $488M
COST
Costco Wholesale Corp

Consumer Defensive
11
+ 1.14%
$873.59 - $994.69 $9.61K - $10.9K
980 $898M
PGR
Progressive Corp

Financial Services
2
+ 0.19%
$239.6 - $268.88 $479 - $538
1.08K $258M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
71K
+ 197.17%
$22.01 - $66.82 $1.56M - $4.74M
107K $2.43B
CVX
Chevron Corp

Energy
391
+ 3.71%
$141.15 - $162.53 $55.2K - $63.5K
10.9K $1.58B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
628
+ 5.34%
$50.62 - $50.97 $31.8K - $32K
12.4K $628M
Veren Inc
14.3K
+ 31.15%
N/A
60K $308M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
115
+ 1.14%
$16.73 - $19.67 $1.92K - $2.26K
10.2K $177M
T
At&T Inc.

Communication Services
273
+ 1.33%
$21.22 - $23.88 $5.79K - $6.52K
20.8K $474M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
992
+ 11.0%
$67.29 - $73.38 $66.8K - $72.8K
10K $679M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.06K
+ 6.68%
$23.29 - $23.93 $24.7K - $25.3K
16.9K $397M
IWM
Ishares Russell 2000 ETF

ETFs
50
+ 3.45%
$216.13 - $242.4 $10.8K - $12.1K
1.5K $331M
SCHP
Schwab Strategic Us Tips ETF

ETFs
41.5K
+ 108.68%
$25.74 - $53.78 $1.07M - $2.23M
79.7K $2.06B
QCOM
Qualcomm Inc

Technology
236
+ 14.46%
$150.4 - $178.04 $35.5K - $42K
1.87K $287M
Activity Summary
Buys All Purchases 167 New Holdings 17 Increased Positions 150 Sells All Sells 101 Reductions 91 Sold out 10 Options Calls 0 Puts 1
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