Transamerica Financial Advisors, Inc. Incresed Positions in Q1 2025

Transamerica Financial Advisors, Inc.

  • $980 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
41.8K
+ 4490.32%
$85.29 - $92.57 $3.56M - $3.87M
42.7K $3.89M
AVGO
Broadcom Inc.

Technology
20.5K
+ 19300.94%
$167.43 - $244.7 $3.43M - $5.01M
20.6K $3.44M
BND
Vanguard Bd Index Fd Inc Total

ETFs
25.9K
+ 6.09%
$71.17 - $73.66 $1.84M - $1.91M
451K $33.1M
VEA
Vanguard Ftse Developed Market

ETFs
22.8K
+ 6.62%
$47.4 - $52.99 $1.08M - $1.21M
367K $18.7M
FXU
First Tr Exchange Traded Fd Ut

ETFs
49.3K
+ 74763.64%
$37.42 - $41.14 $1.85M - $2.03M
49.4K $2.03M
GLDM
World Gold Trust

ETFs
5.06K
+ 5.83%
$52.19 - $61.89 $264K - $313K
91.9K $5.69M
FNY
First Trust Mid Cap Growth Alp
15.3K
+ 46363.64%
N/A
15.3K $1.15M
XLV
Select Sector Spdr Fund Health

ETFs
6.05K
+ 42.56%
$137.61 - $149.68 $832K - $905K
20.3K $2.96M
XLP
Consumer Staples Sector Spdr

ETFs
10.9K
+ 66.58%
N/A
27.2K $2.22M
IEF
Ishares Barclays

ETFs
7.49K
+ 10.44%
$91.17 - $95.39 $683K - $715K
79.2K $7.56M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
23.7K
+ 6.34%
$29.72 - $31.94 $703K - $756K
397K $12.2M
SPSB
Spdr Portfolio Short Term Corp

ETFs
28.5K
+ 22786.4%
$29.82 - $30.1 $849K - $857K
28.6K $862K
SCHP
Schwab Strategic Us Tips ETF

ETFs
18.9K
+ 5.98%
$25.69 - $26.89 $486K - $509K
335K $9.02M
VO
Vanguard Mid Cap ETF

ETFs
4.46K
+ 5.82%
$251.87 - $277.95 $1.12M - $1.24M
81.1K $21M
PFG
Principal Financial Group Inc

Financial Services
8.37K
+ 251.2%
$76.34 - $89.04 $639K - $745K
11.7K $987K
SCHC
Schwab Strategic Tr Intl Small

ETFs
12.5K
+ 7.2%
$33.57 - $37.22 $421K - $467K
187K $6.7M
BKR
Baker Hughes CO

Energy
9.64K
+ 9.58%
$41.16 - $48.85 $397K - $471K
110K $4.85M
VLO
Valero Energy Corp

Energy
5.32K
+ 383.43%
$121.76 - $142.99 $648K - $761K
6.71K $887K
VZ
Verizon Communications Inc

Communication Services
14.8K
+ 52821.43%
$37.81 - $46.49 $559K - $688K
14.8K $673K
Janus Detroit Str Tr
10.9K
+ 26.35%
N/A
52K $2.72M
SPIB
Spdr Portfolio Intermediate Te

ETFs
16.4K
+ 74331.82%
$32.5 - $33.3 $531K - $545K
16.4K $545K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.73K
+ 6.64%
$77.7 - $78.94 $445K - $452K
92K $7.26M
BNDX
Vanguard Total International B

ETFs
11.5K
+ 6.43%
$48.33 - $49.5 $556K - $570K
190K $9.3M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
7.06K
+ 29.31%
$46.83 - $56.05 $331K - $396K
31.2K $1.66M
VV
Vanguard Large Cap ETF

ETFs
14.1K
+ 5.66%
$253.32 - $282.66 $3.58M - $3.99M
264K $67.8M
FLCH
Franklin Templeton ETF Tr

ETFs
17K
+ 52.9%
$17.31 - $22.91 $295K - $391K
49.3K $1.05M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.6K
+ 10.87%
$34.58 - $45.97 $90K - $120K
26.6K $1.22M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
10.8K
+ 6.52%
$28.55 - $29.09 $309K - $315K
177K $5.11M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
4.05K
+ 6.33%
N/A
68K $4.37M
PULS
Pgim ETF Tr

ETFs
5.76K
+ 12.43%
$49.56 - $49.78 $285K - $287K
52.1K $2.59M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
5.6K
+ 12.44%
$50.87 - $51.09 $285K - $286K
50.6K $2.58M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.78K
+ 12.25%
$100.34 - $100.68 $279K - $280K
25.4K $2.56M
USFR
Wisdomtree Floating Rate Treas

ETFs
5.54K
+ 12.27%
$50.29 - $50.5 $279K - $280K
50.7K $2.55M
COP
Conocophillips

Energy
1.87K
+ 14.22%
$88.6 - $105.85 $166K - $198K
15K $1.58M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
15.3K
+ 14.88%
$13.05 - $13.97 $199K - $213K
118K $1.61M
CVX
Chevron Corp

Energy
161
+ 1.48%
$146.71 - $167.97 $23.6K - $27K
11K $1.84M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
94
+ 0.27%
$69.81 - $78.9 $6.56K - $7.42K
34.7K $2.71M
XOM
Exxon Mobil Corp

Energy
765
+ 5.35%
$105.44 - $118.93 $80.7K - $91K
15.1K $1.79M
XLE
Energy Sector Spdr

ETFs
685
+ 2.85%
$85.7 - $93.96 $58.7K - $64.4K
24.7K $2.31M
VNQI
Vanguard Global Ex U.S. Real

ETFs
4.68K
+ 8.4%
$38.22 - $41.19 $179K - $193K
60.4K $2.44M
First Tr Exch Trd Alphdx Fd
4.67K
+ 24578.95%
N/A
4.69K $218K
IXUS
Ishares Tr

ETFs
291
+ 0.55%
$65.06 - $72.31 $18.9K - $21K
53.4K $3.73M
SIVR
Abrdn Silver ETF Trust

ETFs
3.04K
+ 15.1%
$28.07 - $32.82 $85.2K - $99.6K
23.1K $753K
FTGC
First Trust Global Tactical CO

ETFs
7.56K
+ 27981.48%
$23.95 - $25.86 $181K - $195K
7.58K $194K
MDLZ
Mondelez International, Inc.

Consumer Defensive
530
+ 2.93%
$56.12 - $68.15 $29.7K - $36.1K
18.6K $1.26M
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
1.49K
+ 15.21%
$96.74 - $101.36 $144K - $151K
11.3K $1.13M
VGSH
Vanguard

ETFs
2.45K
+ 4.95%
$58.07 - $58.69 $142K - $144K
51.9K $3.05M
EWX
Spdr S&P Emerging Markets Smal

ETFs
5.72K
+ 6.81%
$55.48 - $59.47 $317K - $340K
89.6K $5.07M
TRV
Travelers Companies, Inc.

Financial Services
141
+ 2.94%
$232.43 - $265.13 $32.8K - $37.4K
4.94K $1.31M
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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