Nfp Retirement, Inc. Reduced Holdings in Q4 2024

Nfp Retirement, Inc.

  • $1.27 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BOND
Pimco Active Bond Exchange Tra

ETFs
-19.4K
- 72.06%
$90.42 - $94.5 $1.76M - $1.84M
7.53K $681M
TFLO
Ishares Treasury Floating Rate

ETFs
-28.3K
- 4.55%
$50.37 - $50.63 $1.43M - $1.43M
593K $29.9B
IEMG
Ishares Inc

ETFs
-300
- 0.12%
N/A
245K $12.8B
LLY
Eli Lilly & CO

Healthcare
-68
- 1.47%
$727.2 - $932.06 $49.4K - $63.4K
4.56K $3.52B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-2.38K
- 9.28%
$131.66 - $144.0 $313K - $343K
23.3K $3.08B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-661
- 0.56%
$98.47 - $109.35 $65.1K - $72.3K
117K $11.5B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-3.96K
- 11.23%
$126.68 - $134.74 $501K - $533K
31.3K $3.99B
VEU
Vanguard Ftse All World Ex Us

ETFs
-415
- 0.47%
$57.29 - $63.1 $23.8K - $26.2K
88K $5.05B
VTV
Vanguard Value ETF

ETFs
-665
- 0.89%
$168.32 - $181.87 $112K - $121K
74.2K $12.6B
NEM
Newmont Corp

Basic Materials
-1.23K
- 4.48%
$37.0 - $58.68 $45.3K - $71.9K
26.1K $972M
BME
Black Rock Health Sciences Trust

Financial Services
-5.06K
- 8.48%
$36.92 - $42.26 $187K - $214K
54.6K $2.07B
NHI
National Health Investors Inc

Real Estate
-632
- 2.48%
$68.83 - $83.01 $43.5K - $52.5K
24.8K $1.72B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-2.26K
- 13.22%
$87.1 - $98.49 $197K - $223K
14.8K $1.3B
VHT
Vanguard Health Care ETF

ETFs
-93
- 0.75%
$250.81 - $283.3 $23.3K - $26.3K
12.4K $3.14B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-3.71K
- 21.54%
$100.22 - $100.73 $372K - $374K
13.5K $1.36B
VDC
Vanguard Consumer Staples ETF

ETFs
-837
- 3.06%
$210.96 - $223.62 $177K - $187K
26.5K $5.6B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-6.91K
- 36.93%
$48.33 - $49.08 $334K - $339K
11.8K $572M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-1.47K
- 4.78%
$115.08 - $119.55 $170K - $176K
29.4K $3.39B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.57K
- 2.99%
$71.75 - $75.11 $112K - $118K
50.8K $3.65B
PAVE
Global X Fds Us Infrastructure

ETFs
-5.85K
- 20.89%
$40.41 - $45.95 $236K - $269K
22.1K $895M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-1.28K
- 5.12%
$54.2 - $60.92 $69.4K - $78K
23.7K $1.29B
BNDX
Vanguard Total International B

ETFs
-3.44K
- 8.08%
$48.91 - $50.61 $168K - $174K
39.2K $1.92B
MDT
Medtronic PLC

Healthcare
-864
- 6.07%
$79.61 - $92.24 $68.8K - $79.7K
13.4K $1.07B
REET
Ishares Global Reit ETF

ETFs
-514
- 0.71%
$23.43 - $26.54 $12K - $13.6K
72K $1.72B
VIG
Vanguard Dividend Appreciation

ETFs
-894
- 5.9%
N/A
14.3K $2.79B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.35K
- 23.98%
$77.02 - $78.58 $181K - $184K
7.43K $574M
MPW
Medical Properties Trust Inc

Real Estate
-9.94K
- 12.13%
$3.72 - $5.77 $37K - $57.3K
71.9K $284M
MRK
Merck & Co., Inc.

Healthcare
-963
- 15.04%
$96.31 - $114.76 $92.7K - $111K
5.44K $541M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-1.62K
- 3.36%
$32.75 - $35.81 $53K - $57.9K
46.6K $1.54B
GLD
Spdr Gold Trust

ETFs
-640
- 11.31%
$236.59 - $257.5 $151K - $165K
5.02K $1.21B
XLV
Select Sector Spdr Fund Health

ETFs
-317
- 4.9%
$136.28 - $154.74 $43.2K - $49.1K
6.15K $846M
VAW
Vanguard Materials ETF

ETFs
-488
- 22.33%
$186.91 - $215.32 $91.2K - $105K
1.7K $319M
DNP
Dnp Select Income Fund Inc

Financial Services
-2.1K
- 2.13%
$8.82 - $9.96 $18.5K - $20.9K
96.2K $849M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-541
- 4.55%
$75.1 - $82.99 $40.6K - $44.9K
11.4K $859M
UNH
Unitedhealth Group Inc

Healthcare
-63
- 4.78%
$485.52 - $625.25 $30.6K - $39.4K
1.25K $634M
PFM
Invesco Exchange Traded Fd Tr

ETFs
-800
- 0.71%
$45.72 - $48.2 $36.6K - $38.6K
111K $5.11B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-423
- 1.12%
$26.63 - $30.23 $11.3K - $12.8K
37.3K $993M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-625
- 2.01%
$69.58 - $74.87 $43.5K - $46.8K
30.5K $2.13B
IWR
Ishares Russell Mid Cap ETF

ETFs
-925
- 18.35%
$87.25 - $95.52 $80.7K - $88.4K
4.12K $364M
MMM
3 M CO

Industrials
-430
- 14.12%
$124.74 - $137.12 $53.6K - $59K
2.62K $338M
PEAK
Healthpeak Properties, Inc.

Real Estate
-1.66K
- 9.84%
N/A
15.2K $308M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-647
- 0.66%
$65.67 - $69.79 $42.5K - $45.2K
97.9K $6.56B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-3.2K
- 11.18%
$20.6 - $20.71 $66K - $66.3K
25.4K $525M
IBM
International Business Machines Corp

Technology
-268
- 6.92%
$204.9 - $238.04 $54.9K - $63.8K
3.61K $793M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-1.45K
- 14.77%
$40.86 - $43.42 $59.1K - $62.8K
8.35K $350M
WELL
Welltower Inc.

Real Estate
-260
- 2.5%
$123.11 - $139.3 $32K - $36.2K
10.1K $1.28B
IAU
Ishares Gold Trust

ETFs
-991
- 5.04%
$48.37 - $52.65 $47.9K - $52.2K
18.7K $924M
VZ
Verizon Communications Inc

Communication Services
-54
- 0.54%
$39.6 - $45.21 $2.14K - $2.44K
9.93K $397M
VTI
Vanguard Total Stock Market Et

ETFs
-295
- 5.47%
$280.04 - $302.45 $82.6K - $89.2K
5.1K $1.48B
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