Nfp Retirement, Inc. Purchases in Q4 2024

Nfp Retirement, Inc.

  • $1.27 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
34
+ 1.99%
$343.9 - $376.86 $11.7K - $12.8K
1.74K $612M
XLU
Utilities Sector Spdr

ETFs
549
+ 8.47%
$74.89 - $82.93 $41.1K - $45.5K
7.03K $532M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.5K
+ 8.86%
$38.37 - $42.82 $57.6K - $64.2K
18.4K $707M
DHS
Wisdomtree Tr U.S

ETFs
304
+ 0.66%
$92.66 - $100.58 $28.2K - $30.6K
46.4K $4.34B
Encore Energy Corp
6K
+ 27.27%
N/A
28K $95.5M
TFC
Truist Financial Corp

Financial Services
10
+ 0.1%
$41.51 - $48.1 $415 - $481
9.6K $416M
ROP
Roper Technologies Inc

Industrials
48
+ 11.11%
$519.85 - $575.95 $25K - $27.6K
480 $250M
MSFT
Microsoft Corp

Technology
271
+ 2.2%
$406.35 - $454.46 $110K - $123K
12.6K $5.3B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
306
+ 1.26%
$39.3 - $41.34 $12K - $12.7K
24.6K $969M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
2.52K
+ 4.92%
$24.94 - $26.14 $62.9K - $65.9K
53.8K $1.35B
DHR
Danaher Corp

Healthcare
172
+ 22.45%
$226.16 - $274.52 $38.9K - $47.2K
938 $215M
SABR
Sabre Corp

Consumer Cyclical
509
+ 2.85%
$3.18 - $4.1 $1.62K - $2.09K
18.4K $67M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
174
+ 0.32%
$23.02 - $23.23 $4.01K - $4.04K
54.6K $1.26B
PPA
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.25%
$113.79 - $124.5 $797 - $872
2.83K $325M
PFE
Pfizer Inc

Healthcare
614
+ 8.4%
$24.8 - $30.19 $15.2K - $18.5K
7.92K $210M
PM
Philip Morris International Inc.

Consumer Defensive
6
+ 0.24%
$118.38 - $133.06 $710 - $798
2.53K $304M
ABT
Abbott Laboratories

Healthcare
2
+ 0.07%
$111.93 - $119.39 $224 - $239
2.8K $316M
ABBV
Abb Vie Inc.

Healthcare
376
+ 10.65%
$164.99 - $203.87 $62K - $76.7K
3.91K $694M
VGSH
Vanguard

ETFs
32
+ 0.44%
$58.02 - $58.88 $1.86K - $1.88K
7.24K $421M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.03K
+ 9.66%
$58.88 - $64.8 $237K - $261K
45.7K $2.69B
UUUU
Energy Fuels Inc

Energy
1K
+ 9.09%
$5.11 - $7.29 $5.11K - $7.29K
12K $61.6M
ORCL
Oracle Corp

Technology
1
+ 0.06%
$165.41 - $192.43 $165 - $192
1.57K $262M
VPU
Vanguard Utilities ETF

ETFs
254
+ 5.59%
$160.52 - $179.11 $40.8K - $45.5K
4.8K $784M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
229
+ 2.5%
$45.07 - $47.1 $10.3K - $10.8K
9.4K $425M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
36
+ 1.17%
$74.5 - $78.37 $2.68K - $2.82K
3.11K $233M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.07K
+ 9.46%
$34.13 - $37.35 $139K - $152K
47.1K $1.61B
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
60
+ 1.28%
$43.02 - $47.32 $2.58K - $2.84K
4.75K $205M
EEM
Ishares Msci Emerging Markets

ETFs
1.13K
+ 7.97%
$41.82 - $47.36 $47.3K - $53.6K
15.3K $640M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
42
+ 0.29%
$42.33 - $43.3 $1.78K - $1.82K
14.7K $626M
F
Ford Motor CO

Consumer Cyclical
270
+ 1.31%
$9.69 - $11.4 $2.62K - $3.08K
20.9K $207M
SLB
Schlumberger Limited

Energy
155
+ 2.97%
$36.83 - $45.59 $5.71K - $7.07K
5.37K $206M
RTX
Raytheon Technologies Corp

Industrials
3
+ 0.12%
$114.45 - $127.21 $343 - $382
2.53K $293M
FLLV
Franklin Templeton ETF Tr
70
+ 1.1%
N/A
6.41K $355M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.09%
$288.47 - $316.54 $288 - $317
1.08K $313M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
52.1K
+ 197.35%
$27.54 - $83.04 $1.43M - $4.32M
78.5K $2.17B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
63
+ 1.86%
$60.13 - $67.31 $3.79K - $4.24K
3.45K $209M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.57K
+ 1.32%
$113.92 - $127.38 $179K - $200K
121K $13.9B
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
94
+ 1.16%
$49.25 - $53.57 $4.63K - $5.04K
8.22K $407M
TGT
Target Corp

Consumer Defensive
93
+ 4.19%
$121.59 - $160.69 $11.3K - $14.9K
2.31K $313M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
316
+ 0.63%
$49.79 - $51.14 $15.7K - $16.2K
50.7K $2.54B
IDV
Ishares Tr

ETFs
658
+ 3.58%
$27.03 - $29.92 $17.8K - $19.7K
19K $521M
SCHR
Schwab Intermediate Term Us Tr

ETFs
19.7K
+ 100.99%
$24.19 - $50.58 $477K - $998K
39.3K $953M
VNQ
Vanguard Specialized Funds Van

ETFs
288
+ 3.85%
$87.85 - $98.6 $25.3K - $28.4K
7.78K $693M
ADBE
Adobe Inc.

Technology
20
+ 2.8%
$437.39 - $552.96 $8.75K - $11.1K
734 $326M
SO
Southern CO

Utilities
18
+ 0.28%
$81.5 - $94.15 $1.47K - $1.69K
6.55K $539M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
31
+ 0.3%
$47.63 - $52.63 $1.48K - $1.63K
10.2K $492M
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.03%
$161.05 - $179.7 $483 - $539
9.43K $1.58B
CGXU
Capital Group Intl Focus Equit

ETFs
2.5K
+ 4.72%
$24.67 - $26.94 $61.7K - $67.4K
55.5K $1.37B
NEE
Nextera Energy Inc

Utilities
7
+ 0.12%
$69.77 - $85.43 $488 - $598
6.02K $432M
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
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