Nfp Retirement, Inc. Reduced Holdings in Q1 2025

Nfp Retirement, Inc.

  • $1.26 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
-333K
- 27.99%
$110.11 - $110.51 $36.7M - $36.8M
857K $94.7B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-520
- 0.91%
$468.34 - $539.52 $244K - $281K
56.4K $26.4B
SOFI
So Fi Technologies, Inc.

Financial Services
-3.55K
- 0.62%
$11.18 - $18.03 $39.7K - $64K
572K $6.66B
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-10.2K
- 2.42%
$37.35 - $43.35 $379K - $440K
410K $15.5B
VUG
Vanguard Growth ETF

ETFs
-1.92K
- 8.49%
$369.1 - $427.61 $708K - $821K
20.7K $7.67B
TFLO
Ishares Treasury Floating Rate

ETFs
-32K
- 5.38%
$50.48 - $50.68 $1.61M - $1.62M
561K $28.4B
BNDX
Vanguard Total International B

ETFs
-19.6K
- 50.04%
$48.33 - $49.5 $948K - $970K
19.6K $956M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-17.3K
- 34.2%
$49.25 - $50.66 $853K - $878K
33.3K $1.65B
VBR
Vanguard Small Cap Value ETF

ETFs
-3.23K
- 23.29%
$183.02 - $207.75 $591K - $671K
10.6K $1.98B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-5.83K
- 25.04%
$128.74 - $138.67 $750K - $808K
17.5K $2.37B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-13.3K
- 4.22%
$21.75 - $24.28 $289K - $323K
302K $6.67B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-4.93K
- 15.74%
$126.11 - $135.06 $621K - $665K
26.4K $3.4B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-2.08K
- 1.3%
$24.91 - $29.02 $51.7K - $60.2K
158K $3.96B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-9.75K
- 41.57%
$50.03 - $50.27 $488K - $490K
13.7K $687M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-12.4K
- 3.8%
$39.4 - $42.61 $487K - $527K
314K $12.7B
GOOG
Alphabet Inc.

Communication Services
-560
- 5.12%
$156.06 - $207.71 $87.4K - $116K
10.4K $1.62B
VB
Vanguard Small Cap ETF

ETFs
-1.16K
- 11.21%
$217.89 - $252.64 $253K - $293K
9.18K $2.03B
VEU
Vanguard Ftse All World Ex Us

ETFs
-11.2K
- 12.68%
$56.51 - $62.98 $630K - $702K
76.8K $4.66B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-7.82K
- 27.24%
$45.92 - $47.58 $359K - $372K
20.9K $992M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-13.1K
- 22.81%
$25.77 - $27.6 $338K - $362K
44.4K $1.18B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-5.88K
- 4.45%
$16.57 - $18.85 $97.4K - $111K
126K $2.1B
SPY
Spdr S&P 500 ETF Trust

ETFs
-240
- 3.77%
$551.42 - $612.93 $132K - $147K
6.13K $3.43B
VBK
Vanguard Small Cap Growth ETF

ETFs
-307
- 4.42%
$247.97 - $296.33 $76.1K - $91K
6.65K $1.67B
SHW
Sherwin Williams CO

Basic Materials
-873
- 16.04%
$330.16 - $365.55 $288K - $319K
4.57K $1.6B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-10.4K
- 18.53%
$22.46 - $23.26 $233K - $241K
45.6K $1.06B
BTEGF
Baytex Energy Corp.

Energy
-56.2K
- 23.84%
N/A
180K $400M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.93K
- 3.73%
$25.58 - $29.24 $74.8K - $85.5K
75.5K $1.98B
XLG
Invesco Exchange Traded Fd Tr

ETFs
-872
- 2.25%
$45.72 - $51.73 $39.9K - $45.1K
37.9K $1.74B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.39K
- 2.23%
$21.23 - $23.75 $50.7K - $56.7K
105K $2.25B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-2.05K
- 25.42%
$78.0 - $84.37 $160K - $173K
6.02K $480M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-10
- 0.25%
$360.07 - $417.26 $3.6K - $4.17K
3.99K $1.44B
SCHO
Schwab Short Term Us Treasury

ETFs
-7.15K
- 15.3%
$24.1 - $24.34 $172K - $174K
39.6K $964M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-7.34K
- 15.59%
$33.84 - $37.77 $248K - $277K
39.7K $1.45B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-6.3K
- 37.27%
$23.32 - $23.84 $147K - $150K
10.6K $248M
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.16K
- 5.12%
$79.17 - $82.04 $171K - $177K
40K $3.27B
UNP
Union Pacific Corp

Industrials
-491
- 29.99%
$225.21 - $254.42 $111K - $125K
1.15K $271M
CGXU
Capital Group Intl Focus Equit

ETFs
-3.68K
- 6.63%
$24.48 - $26.59 $90.1K - $97.9K
51.8K $1.27B
PWB
Invesco Exchange Traded Fd Tr

ETFs
-200
- 1.57%
$94.5 - $110.71 $18.9K - $22.1K
12.5K $1.2B
ACN
Accenture PLC

Technology
-67
- 3.85%
$300.91 - $398.25 $20.2K - $26.7K
1.67K $522M
IWM
Ishares Russell 2000 ETF

ETFs
-282
- 18.8%
$198.1 - $229.79 $55.9K - $64.8K
1.22K $243M
TGT
Target Corp

Consumer Defensive
-34
- 1.47%
$103.65 - $142.5 $3.52K - $4.85K
2.28K $238M
BOND
Pimco Active Bond Exchange Tra

ETFs
-955
- 12.68%
$89.27 - $92.9 $85.3K - $88.7K
6.58K $608M
ITM
Vaneck Intermediate Muni ETF

ETFs
-1.27K
- 12.36%
$45.21 - $46.67 $57.6K - $59.5K
9.04K $411M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.3K
- 8.76%
$85.29 - $92.57 $111K - $120K
13.5K $1.23B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-41
- 0.9%
$126.86 - $146.45 $5.2K - $6K
4.51K $573M
ADBE
Adobe Inc.

Technology
-41
- 5.59%
$377.84 - $464.11 $15.5K - $19K
693 $266M
MMM
3 M CO

Industrials
-717
- 27.42%
$129.7 - $155.12 $93K - $111K
1.9K $279M
Innovator Etfs Trust
-1.9K
- 5.96%
N/A
29.9K $708M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.27K
- 13.48%
$44.72 - $46.25 $56.7K - $58.6K
8.13K $375M
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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