Nfp Retirement, Inc. Portfolio Holdings

Nfp Retirement, Inc.

  • $1.26 Trillion
  • Q1 2025

Nfp Retirement, Inc. has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.26 Trillion distributed in 277 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $254B, Ishares Tr with a value of $94.7B, Ishares Core U.S. Aggregate Bo with a value of $65.6B, Ishares Core Msci Intl Develop with a value of $55.4B, and Schwab Strategic Tr Us Dividen with a value of $37.2B.

Examining the 13F form we can see an decrease of $5B in the current position value, from $1.27T to 1.26T.

Nfp Retirement, Inc. is based out at Aliso Viejo, CA

Below you can find more details about Nfp Retirement, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.26 Trillion
Technology: $42.7 Billion
Financial Services: $27.8 Billion
Healthcare: $24.1 Billion
Consumer Cyclical: $12.5 Billion
Consumer Defensive: $5.88 Billion
Energy: $5.22 Billion
Real Estate: $4.9 Billion
Communication Services: $4.22 Billion
Other: $12 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.35T
$16 Billion 1.27% of portfolio
71,886
Q1 2025 Added 0.01%
$2.3T
$7.09 Billion 0.56% of portfolio
37,243
Q1 2025 Added 1.22%
$3.75T
$4.84 Billion 0.38% of portfolio
12,903
Q1 2025 Added 2.67%
$760B
$3.78 Billion 0.3% of portfolio
4,581
Q1 2025 Added 0.48%
$379B
$2.99 Billion 0.24% of portfolio
8,171
Q1 2025 Added 0.78%
$409B
$2.92 Billion 0.23% of portfolio
26,975
Q1 2025 Added 8.81%
$475B
$2.13 Billion 0.17% of portfolio
17,938
Q1 2025 Reduced 1.28%
$297B
$1.82 Billion 0.14% of portfolio
10,898
Q1 2025 Reduced 0.39%
$364B
$1.61 Billion 0.13% of portfolio
9,465
Q1 2025 Added 0.4%
$1.11T
$1.62 Billion 0.13% of portfolio
10,374
Q1 2025 Reduced 5.12%
$410B
$1.28 Billion 0.1% of portfolio
7,709
Q1 2025 Reduced 2.37%
$300B
$1.22 Billion 0.1% of portfolio
17,043
Q1 2025 Reduced 0.61%
$1T
$1.14 Billion 0.09% of portfolio
4,411
Q1 2025 Added 26.43%
$260B
$1.18 Billion 0.09% of portfolio
13,422
Q1 2025 Added 0.37%
$847B
$1.04 Billion 0.08% of portfolio
4,244
Q1 2025 Added 4.35%
$254B
$875 Million 0.07% of portfolio
3,520
Q1 2025 Reduced 2.38%
$434B
$931 Million 0.07% of portfolio
985
Q1 2025 Added 0.51%
$317B
$811 Million 0.06% of portfolio
11,298
Q1 2025 Reduced 3.2%
$339B
$818 Million 0.06% of portfolio
3,905
Q1 2025 Reduced 0.08%
$1.62T
$729 Million 0.06% of portfolio
1,265
Q1 2025 Added 1.85%
$281B
$630 Million 0.05% of portfolio
1,202
Q1 2025 Reduced 4.15%
$212B
$617 Million 0.05% of portfolio
6,879
Q1 2025 Added 26.48%
$240B
$456 Million 0.04% of portfolio
1,695
Q4 2024 Added 0.06%
$378B
$463 Million 0.04% of portfolio
11,089
Q1 2025 Reduced 1.76%
$214B
$334 Million 0.03% of portfolio
1,011
Q1 2025 Added 3.8%
$278B
$371 Million 0.03% of portfolio
6,011
Q1 2025 Reduced 0.81%
$293B
$352 Million 0.03% of portfolio
4,169
Q1 2025 Added 10.44%
$280B
$411 Million 0.03% of portfolio
2,589
Q1 2025 Added 2.45%
$219B
$333 Million 0.03% of portfolio
2,512
Q1 2025 Reduced 0.75%
$231B
$376 Million 0.03% of portfolio
2,835
Q1 2025 Added 1.36%
$222B
$341 Million 0.03% of portfolio
1,091
Q1 2025 Added 1.11%
$287B
$228 Million 0.02% of portfolio
1,141
Q1 2025 New
$573B
$299 Million 0.02% of portfolio
854
Q1 2025 Added 2.4%
$260B
$298 Million 0.02% of portfolio
1,111
Q4 2024 Added 6.52%
$618B
$246 Million 0.02% of portfolio
1,762
Q1 2025 Added 11.94%

Summary

  • Portfolio
  • No. of Stocks 277
  • Current Value $1.26 Trillion
  • Prior Value $1.27 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 141 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 98 stocks
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