Transamerica Financial Advisors, Inc. Incresed Positions in Q3 2025

Transamerica Financial Advisors, Inc.

  • $982 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
1.15K
+ 0.45%
$285.05 - $309.14 $327K - $354K
256K $78.7M
NVDA
Nvidia Corp

Technology
18.2K
+ 23.22%
$153.3 - $186.58 $2.8M - $3.4M
96.8K $18.1M
AAPL
Apple Inc.

Technology
12.3K
+ 36.15%
$202.38 - $256.87 $2.49M - $3.16M
46.3K $11.8M
TLT
Ishares Barclays 20+ Year Trea

ETFs
41.9K
+ 6141.94%
$85.01 - $90.35 $3.56M - $3.78M
42.6K $3.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
580
+ 0.89%
$546.99 - $602.2 $317K - $349K
65.6K $39.4M
GOOGL
Alphabet Inc.

Communication Services
6.02K
+ 19.76%
$174.36 - $254.72 $1.05M - $1.53M
36.5K $8.87M
AVGO
Broadcom Inc.

Technology
5.49K
+ 21.3%
$264.74 - $369.57 $1.45M - $2.03M
31.3K $10.3M
MSFT
Microsoft Corp

Technology
5.31K
+ 28.71%
$491.09 - $535.64 $2.61M - $2.85M
23.8K $12.3M
CWB
Spdr Bloomberg Convertible Sec

ETFs
31.9K
+ 7968.75%
$82.29 - $90.77 $2.62M - $2.89M
32.3K $2.92M
EMB
Ishares Tr

ETFs
29.5K
+ 7303.22%
$91.52 - $95.59 $2.7M - $2.82M
29.9K $2.85M
VEA
Vanguard Ftse Developed Market

ETFs
18.6K
+ 5.02%
$56.02 - $60.3 $1.04M - $1.12M
388K $23.3M
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.42K
+ 0.97%
$24.46 - $26.5 $206K - $223K
877K $23.1M
IEF
Ishares Barclays

ETFs
17.9K
+ 17.86%
$93.91 - $97.26 $1.68M - $1.74M
118K $11.4M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
699
+ 0.89%
$225.11 - $247.9 $157K - $173K
79.7K $19.7M
IVV
Ishares Core S&P 500 ETF

ETFs
1.34K
+ 9.6%
$620.67 - $670.08 $834K - $901K
15.3K $10.3M
XLK
Technology Sector Spdr

ETFs
1.38K
+ 3.41%
$250.97 - $282.66 $347K - $391K
41.9K $11.8M
AMZN
Amazon Com Inc

Consumer Cyclical
6.87K
+ 25.02%
$211.65 - $238.24 $1.45M - $1.64M
34.3K $7.54M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
1.76K
+ 0.45%
$34.31 - $38.09 $60.3K - $67K
394K $15M
GLDM
World Gold Trust

ETFs
5.13K
+ 5.58%
$64.73 - $76.45 $332K - $392K
97.1K $7.43M
META
Meta Platforms, Inc.

Communication Services
1.95K
+ 16.89%
$695.21 - $791.73 $1.36M - $1.55M
13.5K $9.93M
DT
Dynatrace, Inc.

Technology
33.8K
+ 59.42%
$46.04 - $56.64 $1.56M - $1.91M
90.7K $4.39M
VO
Vanguard Mid Cap ETF

ETFs
370
+ 0.46%
$279.83 - $293.74 $104K - $109K
80.7K $23.7M
TJX
Tjx Companies Inc

Consumer Cyclical
1.28K
+ 2.89%
$121.35 - $144.54 $155K - $185K
45.5K $6.58M
GS
Goldman Sachs Group Inc

Financial Services
296
+ 3.17%
$696.56 - $806.32 $206K - $239K
9.63K $7.67M
MA
Mastercard Inc

Financial Services
1.65K
+ 165200.0%
$550.18 - $598.96 $909K - $989K
1.65K $940K
MRK
Merck & Co., Inc.

Healthcare
10.8K
+ 330.35%
$77.6 - $87.37 $840K - $946K
14.1K $1.18M
DELL
Dell Technologies Inc.

Technology
575
+ 1.42%
$120.96 - $141.77 $69.6K - $81.5K
40.9K $5.8M
EBND
Spdr Bloomberg Emerging Market

ETFs
38K
+ 22768.86%
$20.95 - $21.57 $797K - $820K
38.2K $815K
WFC
Wells Fargo & Company

Financial Services
8.63K
+ 98.88%
$77.05 - $85.16 $665K - $735K
17.4K $1.45M
XLF
Financial Sector Spdr

ETFs
10.1K
+ 8.94%
$51.37 - $54.25 $520K - $549K
123K $6.65M
LHX
L3 Harris Technologies, Inc.

Industrials
2.25K
+ 988.6%
$252.18 - $305.41 $568K - $688K
2.48K $758K
ABBV
Abb Vie Inc.

Healthcare
2.06K
+ 43.41%
$184.85 - $231.54 $380K - $476K
6.79K $1.57M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
515
+ 1.94%
$50.79 - $76.4 $26.2K - $39.3K
27.1K $2.07M
NFLX
Netflix Inc

Communication Services
1.15K
+ 23.06%
$1147.87 - $1297.18 $1.32M - $1.5M
6.15K $7.38M
CI
Cigna Corp

Healthcare
2.3K
+ 28787.5%
$262.23 - $334.39 $604K - $770K
2.31K $666K
HON
Honeywell International Inc

Industrials
3.18K
+ 614.09%
$207.7 - $240.4 $661K - $765K
3.7K $778K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.26K
+ 0.95%
$72.57 - $74.72 $309K - $318K
451K $33.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
671
+ 9.38%
$420.11 - $472.68 $282K - $317K
7.83K $3.67M
TT
Trane Technologies PLC

Industrials
1.47K
+ 146800.0%
$398.96 - $472.54 $586K - $694K
1.47K $619K
NEM
Newmont Corp

Basic Materials
6.45K
+ 271.92%
$57.35 - $85.25 $370K - $550K
8.82K $743K
SCHC
Schwab Strategic Tr Intl Small

ETFs
824
+ 0.43%
$42.28 - $45.71 $34.8K - $37.7K
191K $8.67M
HD
Home Depot, Inc.

Consumer Cyclical
35
+ 0.24%
$357.4 - $423.42 $12.5K - $14.8K
14.8K $5.99M
XLC
Select Sector Spdr Tr Communic

ETFs
1.49K
+ 3.7%
$105.99 - $119.41 $158K - $178K
41.8K $4.95M
EWX
Spdr S&P Emerging Markets Smal

ETFs
506
+ 0.56%
$61.93 - $68.12 $31.3K - $34.5K
91.5K $6.16M
LLY
Eli Lilly & CO

Healthcare
637
+ 1225.0%
$625.65 - $812.69 $399K - $518K
689 $525K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.57K
+ 76100.0%
$98.52 - $103.93 $450K - $475K
4.57K $470K
BNDX
Vanguard Total International B

ETFs
9.55K
+ 4.98%
$49.0 - $49.51 $468K - $473K
201K $9.95M
PH
Parker Hannifin Corp

Industrials
53
+ 0.79%
$697.13 - $769.67 $36.9K - $40.8K
6.8K $5.16M
GOOG
Alphabet Inc.

Communication Services
1.81K
+ 90400.0%
$175.16 - $255.24 $317K - $461K
1.81K $440K
Activity Summary
Buys All Purchases 1405 New Holdings 1042 Increased Positions 363 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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