Nfp Retirement, Inc. Reduced Holdings in Q3 2025

Nfp Retirement, Inc.

  • $2.18 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-119K
- 22.47%
$72.65 - $78.68 $8.65M - $9.37M
411K $29.9B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-61.5K
- 10.43%
$45.26 - $46.63 $2.78M - $2.87M
528K $24.2B
VRSN
Verisign Inc

Technology
-14.4K
- 28.33%
$263.02 - $305.98 $3.79M - $4.41M
36.4K $10.5B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-13.3K
- 1.0%
$26.38 - $27.95 $351K - $372K
1.32M $34.9B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-53.5K
- 25.76%
$25.29 - $28.33 $1.35M - $1.52M
154K $3.9B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-13.3K
- 39.76%
$48.5 - $50.19 $643K - $666K
20.1K $985M
PG
Procter & Gamble CO

Consumer Defensive
-3.15K
- 33.3%
$150.47 - $161.22 $474K - $508K
6.31K $1.01B
BME
Black Rock Health Sciences Trust

Financial Services
-12.2K
- 21.53%
$35.17 - $37.31 $429K - $456K
44.5K $1.62B
AON
Aon PLC

Financial Services
-130
- 1.13%
$350.91 - $375.27 $45.6K - $48.8K
11.3K $4.05B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-3.84K
- 14.56%
$132.9 - $142.03 $510K - $545K
22.5K $3B
SCHP
Schwab Strategic Us Tips ETF

ETFs
-11.8K
- 14.0%
$26.44 - $27.1 $311K - $318K
72.2K $1.93B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-7.07K
- 6.43%
$50.73 - $52.47 $359K - $371K
103K $5.29B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-3.13K
- 14.69%
$100.16 - $100.7 $313K - $315K
18.2K $1.83B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-12.8K
- 36.47%
$30.13 - $33.37 $385K - $427K
22.3K $671M
BTEGF
Baytex Energy Corp.

Energy
-120K
- 66.58%
N/A
60K $107M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.56K
- 6.69%
$72.57 - $74.72 $258K - $266K
49.6K $3.66B
HD
Home Depot, Inc.

Consumer Cyclical
-681
- 8.33%
$357.4 - $423.42 $243K - $288K
7.49K $2.75B
VHT
Vanguard Health Care ETF

ETFs
-134
- 1.09%
$239.12 - $259.95 $32K - $34.8K
12.2K $3.02B
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-6.44K
- 13.46%
$31.78 - $33.69 $205K - $217K
41.4K $1.32B
REET
Ishares Global Reit ETF

ETFs
-10.8K
- 14.15%
$24.45 - $25.91 $265K - $281K
65.8K $1.63B
DNP
Dnp Select Income Fund Inc

Financial Services
-18.9K
- 19.5%
$9.65 - $10.02 $183K - $190K
78.2K $765M
TQQQ
Proshares Ultrapro Qqq

ETFs
-4.82K
- 58.68%
$80.89 - $104.72 $390K - $505K
3.39K $282M
Innovator Etfs Trust
-8.15K
- 27.24%
N/A
21.8K $521M
KO
Coca Cola CO

Consumer Defensive
-2.16K
- 12.68%
$65.67 - $71.67 $142K - $155K
14.9K $1.05B
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-7.05K
- 13.01%
$23.03 - $23.12 $162K - $163K
47.1K $1.09B
IAPR
Innovator Etfs Tr Internationa

ETFs
-6.24K
- 23.48%
$28.99 - $30.05 $181K - $187K
20.3K $594M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-3.18K
- 18.76%
$38.52 - $39.39 $123K - $125K
13.8K $537M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.09K
- 3.88%
$72.01 - $74.44 $78.1K - $80.8K
26.9K $1.96B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-9.52K
- 12.6%
$28.15 - $30.13 $268K - $287K
66K $1.85B
IWN
Ishares Russell2000 Val ETF

ETFs
-1.02K
- 18.12%
$157.1 - $178.94 $160K - $183K
4.61K $727M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.29K
- 21.63%
$91.44 - $91.77 $118K - $118K
4.67K $428M
SO
Southern CO

Utilities
-1.26K
- 19.7%
$90.83 - $96.0 $114K - $121K
5.13K $471M
JNJ
Johnson & Johnson

Healthcare
-7
- 0.09%
$155.17 - $185.42 $1.09K - $1.3K
7.7K $1.18B
CI
Cigna Corp

Healthcare
-285
- 29.23%
$262.23 - $334.39 $74.7K - $95.3K
690 $228M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.98K
- 24.28%
$45.6 - $46.92 $90.1K - $92.7K
6.16K $285M
BOND
Pimco Active Bond Exchange Tra

ETFs
-908
- 13.81%
$90.83 - $93.81 $82.5K - $85.2K
5.67K $522M
IOCT
Innovator Etfs Tr Intl Dev Pow
-3.76K
- 21.47%
N/A
13.8K $452M
VDE
Vanguard Energy ETF

ETFs
-238
- 5.17%
$118.37 - $129.65 $28.2K - $30.9K
4.37K $520M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.55K
- 13.09%
$49.78 - $50.75 $76.9K - $78.4K
10.3K $516M
VZ
Verizon Communications Inc

Communication Services
-1.07K
- 11.87%
$40.84 - $45.06 $43.7K - $48.2K
7.94K $344M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-35
- 0.21%
$46.51 - $50.07 $1.63K - $1.75K
16.3K $799M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-950
- 6.93%
$50.08 - $50.37 $47.6K - $47.9K
12.8K $640M
ABT
Abbott Laboratories

Healthcare
-373
- 13.16%
$120.51 - $136.62 $45K - $51K
2.46K $335M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-506
- 7.04%
$78.11 - $79.07 $39.5K - $40K
6.68K $526M
CVE
Cenovus Energy Inc.

Energy
-1.6K
- 4.64%
$13.87 - $17.81 $22.2K - $28.5K
32.9K $447M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.47K
- 3.22%
$22.9 - $23.58 $33.5K - $34.5K
44.1K $1.02B
O
Realty Income Corp

Real Estate
-395
- 3.89%
$56.13 - $60.79 $22.2K - $24K
9.77K $563M
FIW
First Trust Water ETF

ETFs
-565
- 9.96%
$107.54 - $115.08 $60.8K - $65K
5.11K $551M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-733
- 1.93%
$94.11 - $95.78 $69K - $70.2K
37.3K $3.54B
Activity Summary
Buys All Purchases 176 New Holdings 34 Increased Positions 142 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 2
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