Transamerica Financial Advisors, Inc. Purchases in Q1 2025

Transamerica Financial Advisors, Inc.

  • $980 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PSA
Public Storage

Real Estate
122
+ 14.52%
$288.99 - $313.98 $35.3K - $38.3K
962 $288K
PEP
Pepsico Inc

Consumer Defensive
317
+ 5.16%
$142.64 - $156.42 $45.2K - $49.6K
6.46K $969K
HPQ
Hp Inc

Technology
4.46K
+ 24.01%
$27.69 - $34.72 $123K - $155K
23K $638K
LEN
Lennar Corp

Consumer Cyclical
312
+ 103.65%
$113.93 - $141.54 $35.5K - $44.2K
613 $71K
GPC
Genuine Parts CO

Consumer Cyclical
110
+ 1.72%
$115.91 - $129.02 $12.8K - $14.2K
6.52K $777K
TM
Toyota Motor Corp

Consumer Cyclical
194
+ 57.23%
$176.53 - $195.35 $34.2K - $37.9K
533 $94K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
229
+ 5.03%
$120.5 - $145.97 $27.6K - $33.4K
4.78K $630K
GLW
Corning Inc

Technology
1.31K
+ 6.63%
$44.91 - $54.25 $58.6K - $70.8K
21K $962K
EQR
Equity Residential

Real Estate
360
+ 9.41%
$66.98 - $75.02 $24.1K - $27K
4.19K $300K
NGG
National Grid PLC

Utilities
210
+ 11.23%
$56.13 - $65.61 $11.8K - $13.8K
2.08K $137K
Smurfit Westrock PLC
775
+ 45.99%
N/A
2.46K $111K
PKG
Packaging Corp Of America

Consumer Cyclical
495
+ 17.08%
$192.03 - $242.13 $95.1K - $120K
3.39K $672K
HBAN
Huntington Bancshares Inc

Financial Services
1.76K
+ 27.31%
$14.28 - $17.39 $25.1K - $30.6K
8.19K $123K
CTRA
Coterra Energy Inc.

Energy
160
+ 4.2%
$25.51 - $29.83 $4.08K - $4.77K
3.97K $115K
BAX
Baxter International Inc

Healthcare
218
+ 13.87%
$29.26 - $36.57 $6.38K - $7.97K
1.79K $62K
XLI
Industrial Sector Spdr

ETFs
151
+ 1.6%
$128.78 - $141.67 $19.4K - $21.4K
9.61K $1.26M
STLD
Steel Dynamics Inc

Basic Materials
68
+ 15.11%
N/A
518 $65K
NUE
Nucor Corp

Basic Materials
73
+ 12.65%
$114.48 - $142.52 $8.36K - $10.4K
650 $79K
ICVT
Ishares Tr Convertible Bond Et

ETFs
183
+ 3.65%
$83.18 - $89.27 $15.2K - $16.3K
5.2K $435K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
110
+ 2.17%
$12.61 - $14.92 $1.39K - $1.64K
5.19K $75K
CBOE
Cboe Global Markets, Inc.

Financial Services
20
+ 44.44%
$190.84 - $226.29 $3.82K - $4.53K
65 $15K
CDW
Cdw Corp

Technology
34
New
$160.26 - $206.13 $5.45K - $7.01K
34 $6K
BR
Broadridge Financial Solutions, Inc.

Technology
22
+ 66.67%
$221.46 - $244.83 $4.87K - $5.39K
55 $14K
Rb Global Inc
53
New
N/A
53 $6K
CNHI
Cnh Industrial N.V.

Industrials
357
New
N/A
357 $5K
RF
Regions Financial Corp

Financial Services
234
+ 1462.5%
$20.84 - $24.77 $4.88K - $5.8K
250 $6K
IFF
International Flavors & Fragrances Inc

Basic Materials
65
+ 1625.0%
$76.48 - $87.72 $4.97K - $5.7K
69 $6K
OC
Owens Corning

Industrials
26
New
$137.83 - $191.19 $3.58K - $4.97K
26 $4K
ROK
Rockwell Automation, Inc

Industrials
19
+ 65.52%
$255.29 - $303.75 $4.85K - $5.77K
48 $13K
TXN
Texas Instruments Inc

Technology
234
+ 4.65%
N/A
5.27K $947K
Millrose Pptys Inc
11
New
N/A
11 $1K
IYR
Ishares Tr

ETFs
1
New
$89.49 - $98.98 $89.5 - $99
1 $1K
Labcorp Holdings Inc
1
+ 0.39%
N/A
258 $60K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
1
New
$18.01 - $18.31 $18 - $18.3
1 $1K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
1
New
$93.32 - $95.35 $93.3 - $95.4
1 $1K
RGTI
Rigetti Computing, Inc.

Technology
12
New
$6.05 - $19.51 $72.6 - $234
12 $1K
IONQ
Ion Q, Inc.

Technology
2
New
$18.27 - $51.07 $36.5 - $102
2 $1K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
2
New
$20.2 - $22.24 $40.4 - $44.5
2 $1K
SIL
Global X Silver Miners ETF

ETFs
2
New
$31.91 - $40.68 $63.8 - $81.4
2 $1K
XLU
Utilities Sector Spdr

ETFs
1
+ 100.0%
$74.7 - $80.27 $74.7 - $80.3
2 $1K
KHC
Kraft Heinz CO

Consumer Defensive
21
+ 0.39%
$28.51 - $32.22 $599 - $677
5.4K $165K
WLK
Westlake Corp

Basic Materials
50
+ 12.85%
$99.12 - $119.16 $4.96K - $5.96K
439 $44K
IVV
Ishares Core S&P 500 ETF

ETFs
646
+ 4.75%
$554.06 - $615.85 $358K - $398K
14.2K $8M
PNC
Pnc Financial Services Group, Inc.

Financial Services
547
+ 9.41%
$168.84 - $202.89 $92.4K - $111K
6.36K $1.12M
ITW
Illinois Tool Works Inc

Industrials
58
+ 1.57%
$244.9 - $274.48 $14.2K - $15.9K
3.76K $932K
FITB
Fifth Third Bancorp

Financial Services
24
+ 0.72%
$37.48 - $44.96 $900 - $1.08K
3.37K $133K
CRH.L
Crh PLC

Basic Materials
221
+ 3.42%
N/A
6.68K $588K
Blackrock Inc
68
+ 7.14%
N/A
1.02K $966K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
267
+ 4.89%
$81.1 - $94.7 $21.7K - $25.3K
5.73K $465K
Activity Summary
Buys All Purchases 172 New Holdings 20 Increased Positions 152 Sells All Sells 213 Reductions 213 Sold out 0 Options Calls 0 Puts 0
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