Transamerica Financial Advisors, Inc. Incresed Positions in Q4 2024

Transamerica Financial Advisors, Inc.

  • $1.01 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
46.6K
+ 12368.44%
$81.68 - $82.93 $3.81M - $3.87M
47K $3.85M
TIP
Ishares Tr Tips Bd ETF

ETFs
35.9K
+ 23286.36%
$106.33 - $110.69 $3.81M - $3.97M
36K $3.84M
DELL
Dell Technologies Inc.

Technology
33.1K
+ 3312400.0%
$111.96 - $144.21 $3.71M - $4.78M
33.1K $3.82M
BND
Vanguard Bd Index Fd Inc Total

ETFs
66K
+ 18.35%
$71.75 - $75.11 $4.73M - $4.95M
425K $30.6M
PTF
Invesco Exchange Traded Fd Tr

ETFs
9.63K
+ 4.03%
$62.32 - $80.47 $600K - $775K
248K $18M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.24K
+ 3.83%
$481.22 - $538.17 $1.08M - $1.21M
60.8K $31.1M
XLY
Select Sector Spdr Consumer Di

ETFs
6.99K
+ 129.26%
$194.8 - $239.43 $1.36M - $1.67M
12.4K $2.78M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
19.5K
+ 29.21%
$77.86 - $79.27 $1.52M - $1.55M
86.3K $6.73M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.74K
+ 3.86%
$198.04 - $221.51 $543K - $608K
73.8K $15.5M
BNDX
Vanguard Total International B

ETFs
28.9K
+ 19.23%
$48.91 - $50.61 $1.41M - $1.46M
179K $8.78M
XLB
Select Sector Spdr Fd Material

ETFs
13.7K
+ 152477.78%
$83.8 - $97.58 $1.15M - $1.34M
13.7K $1.16M
PFI
Invesco Exchange Traded Fd Tr

ETFs
12.2K
+ 4.51%
$54.89 - $63.81 $669K - $778K
283K $16.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
553K
+ 210.87%
$22.4 - $68.28 $12.4M - $37.8M
815K $18.9M
CVX
Chevron Corp

Energy
6.33K
+ 140.16%
$141.15 - $162.53 $894K - $1.03M
10.8K $1.57M
PRN
Invesco Dwa Industrials Moment

ETFs
4.56K
+ 4.03%
$151.92 - $177.75 $693K - $811K
118K $18.1M
IVV
Ishares Core S&P 500 ETF

ETFs
1.07K
+ 8.55%
$570.51 - $610.59 $610K - $653K
13.6K $8M
PKG
Packaging Corp Of America

Consumer Cyclical
2.89K
+ 48200.0%
$211.98 - $248.85 $613K - $720K
2.9K $653K
CWB
Spdr Bloomberg Convertible Sec

ETFs
6.89K
+ 15.18%
$76.21 - $82.24 $525K - $567K
52.3K $4.08M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.08K
+ 3.89%
$241.48 - $274.89 $260K - $296K
28.8K $7.3M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.33K
+ 4.57%
$66.77 - $71.52 $356K - $381K
122K $8.41M
XLK
Technology Sector Spdr

ETFs
944
+ 2.17%
$220.26 - $241.44 $208K - $228K
44.4K $10.3M
XLF
Financial Sector Spdr

ETFs
2K
+ 1.78%
$44.89 - $51.34 $89.9K - $103K
115K $5.54M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
9.5K
+ 17.45%
N/A
64K $4.04M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
1.12K
+ 2.52%
$57.27 - $71.33 $64.3K - $80K
45.7K $2.99M
XLC
Select Sector Spdr Tr Communic

ETFs
826
+ 2.13%
$89.66 - $102.16 $74.1K - $84.4K
39.5K $3.83M
VIG
Vanguard Dividend Appreciation

ETFs
1.82K
+ 12.04%
N/A
16.9K $3.31M
VBK
Vanguard Small Cap Growth ETF

ETFs
485
+ 3.86%
$264.18 - $304.19 $128K - $148K
13K $3.66M
TUGN
Listed Fds Tr Stf Tactical Gro

ETFs
78
+ 0.02%
$22.96 - $25.34 $1.79K - $1.98K
377K $9.04M
FCA
First Trust China Alphadex Fun

ETFs
13.9K
+ 231000.0%
$19.1 - $24.11 $265K - $334K
13.9K $278K
GLW
Corning Inc

Technology
3.16K
+ 19.12%
$44.11 - $49.76 $139K - $157K
19.7K $936K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
4.99K
+ 16.82%
$70.1 - $76.53 $349K - $382K
34.6K $2.45M
IWF
Ishares Russell 1000 Gr ETF

ETFs
125
+ 2.99%
$370.24 - $418.94 $46.3K - $52.4K
4.3K $1.73M
MRK
Merck & Co., Inc.

Healthcare
1.56K
+ 1556.0%
$96.31 - $114.76 $150K - $179K
1.66K $165K
PANW
Palo Alto Networks Inc

Technology
11K
+ 94.27%
$181.96 - $405.9 $2.01M - $4.48M
22.7K $4.14M
LVS
Las Vegas Sands Corp

Consumer Cyclical
1.84K
+ 1772.12%
$47.96 - $55.17 $88.4K - $102K
1.95K $100K
CL
Colgate Palmolive CO

Consumer Defensive
1.91K
+ 30.07%
$90.22 - $102.31 $172K - $195K
8.24K $750K
EMR
Emerson Electric CO

Industrials
601
+ 101.35%
$108.13 - $134.33 $65K - $80.7K
1.19K $148K
ELV
Elevance Health, Inc.

Healthcare
205
+ 20500.0%
$365.96 - $514.62 $75K - $105K
206 $76K
EOG
Eog Resources Inc

Energy
564
+ 9.34%
$118.22 - $136.54 $66.7K - $77K
6.6K $810K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
2.9K
+ 23.01%
$12.27 - $15.41 $35.5K - $44.6K
15.5K $225K
NUE
Nucor Corp

Basic Materials
543
+ 1597.06%
$115.78 - $167.74 $62.9K - $91.1K
577 $68K
CSX
Csx Corp

Industrials
1.92K
+ 100.73%
$31.58 - $36.88 $60.8K - $71K
3.83K $124K
ALL
Allstate Corp

Financial Services
290
+ 94.77%
$181.25 - $208.2 $52.6K - $60.4K
596 $115K
Labcorp Holdings Inc
241
+ 1506.25%
N/A
257 $59K
OXY
Occidental Petroleum Corp

Energy
1.16K
+ 120.48%
$45.36 - $55.91 $52.6K - $64.8K
2.12K $105K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
55
+ 20.3%
$260.53 - $404.79 $14.3K - $22.3K
326 $125K
STLD
Steel Dynamics Inc

Basic Materials
420
+ 1400.0%
N/A
450 $52K
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.04K
+ 28.78%
$59.25 - $72.99 $240K - $295K
18.1K $1.08M
WLK
Westlake Corp

Basic Materials
367
+ 1668.18%
$113.23 - $148.98 $41.6K - $54.7K
389 $45K
Activity Summary
Buys All Purchases 150 New Holdings 16 Increased Positions 134 Sells All Sells 275 Reductions 275 Sold out 0 Options Calls 0 Puts 0
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