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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.22B
$1.82 Billion 0.14% of portfolio
24,668
Q1 2025 Reduced 0.67%
$2.49B
$430 Million 0.03% of portfolio
71,242
Q1 2025 Reduced 0.98%
$2.03B
$400 Million 0.03% of portfolio
179,545
Q1 2025 Reduced 23.84%
$8.52B
$262 Million 0.02% of portfolio
5,254
Q1 2025 Added 0.17%
$2.4B
$214 Million 0.02% of portfolio
32,000
Q1 2025 Reduced 3.03%
$4.33B
$183 Million 0.01% of portfolio
10,447
Q1 2025 Added 2.3%
$5.94B
$75.6 Million 0.01% of portfolio
16,500
Q3 2024 Added 13.79%
$3.65B
$153 Million 0.01% of portfolio
27,500
Q1 2025 Reduced 12.7%

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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