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
NGG
National Grid PLC

Utilities
210
+ 11.23%
$56.13 - $65.61 $11.8K - $13.8K
2.08K $137K
EQR
Equity Residential

Real Estate
360
+ 9.41%
$66.98 - $75.02 $24.1K - $27K
4.19K $300K
BNS
Bank Of Nova Scotia

Financial Services
1.17K
+ 23.14%
$47.21 - $53.7 $55K - $62.6K
6.2K $294K
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
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
BR
Broadridge Financial Solutions, Inc.

Technology
22
+ 66.67%
$221.46 - $244.83 $4.87K - $5.39K
55 $14K
CBOE
Cboe Global Markets, Inc.

Financial Services
20
+ 44.44%
$190.84 - $226.29 $3.82K - $4.53K
65 $15K
IFF
International Flavors & Fragrances Inc

Basic Materials
65
+ 1625.0%
$76.48 - $87.72 $4.97K - $5.7K
69 $6K
RF
Regions Financial Corp

Financial Services
234
+ 1462.5%
$20.84 - $24.77 $4.88K - $5.8K
250 $6K
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
Labcorp Holdings Inc
1
+ 0.39%
N/A
258 $60K
XLU
Utilities Sector Spdr

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

Consumer Defensive
21
+ 0.39%
$28.51 - $32.22 $599 - $677
5.4K $165K
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
MS
Morgan Stanley

Financial Services
146
+ 2.71%
$111.68 - $141.08 $16.3K - $20.6K
5.53K $646K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
1.13K
+ 2.47%
$60.05 - $72.21 $67.9K - $81.6K
46.9K $2.94M
CMI
Cummins Inc

Industrials
185
+ 5.63%
$312.92 - $386.07 $57.9K - $71.4K
3.47K $1.09M
VOT
Vanguard Mid Cap Growth Index

ETFs
801
+ 2.78%
$237.72 - $276.98 $190K - $222K
29.6K $7.23M
LMT
Lockheed Martin Corp

Industrials
22
+ 1.0%
$423.19 - $506.29 $9.31K - $11.1K
2.22K $994K
CAT
Caterpillar Inc

Industrials
135
+ 3.24%
$326.75 - $407.63 $44.1K - $55K
4.3K $1.42M
BBY
Best Buy CO Inc

Consumer Cyclical
180
+ 1.96%
$70.3 - $91.1 $12.7K - $16.4K
9.34K $688K
IYW
Ishares Dj Us Tech ETF

ETFs
52
+ 0.35%
$140.44 - $166.79 $7.3K - $8.67K
14.9K $2.1M
VBK
Vanguard Small Cap Growth ETF

ETFs
359
+ 2.75%
$247.97 - $296.33 $89K - $106K
13.4K $3.38M
HD
Home Depot, Inc.

Consumer Cyclical
69
+ 0.45%
$347.25 - $424.87 $24K - $29.3K
15.4K $5.63M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
621
+ 0.51%
$64.88 - $72.1 $40.3K - $44.8K
123K $8.07M
SCHX
Schwab Strategic Tr Us Large C

ETFs
24.1K
+ 2.96%
$21.75 - $24.28 $524K - $585K
839K $18.5M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
5.44K
+ 7.7%
$47.79 - $59.89 $260K - $326K
76.1K $3.82M
PFI
Invesco Exchange Traded Fd Tr

ETFs
9.55K
+ 3.38%
$50.78 - $61.71 $485K - $589K
292K $15.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.99K
+ 5.4%
$102.49 - $119.96 $819K - $959K
156K $16.3M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.06K
+ 2.79%
$192.82 - $222.1 $397K - $457K
75.8K $14.6M
XLK
Technology Sector Spdr

ETFs
202
+ 0.45%
$206.38 - $242.18 $41.7K - $48.9K
44.6K $9.21M
PRN
Invesco Dwa Industrials Moment

ETFs
3.2K
+ 2.72%
$134.74 - $169.56 $430K - $542K
121K $16.6M
Invesco Exchange Traded Fd T
4.3K
+ 2.82%
N/A
157K $13.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.7K
+ 2.79%
$468.34 - $539.52 $795K - $916K
62.5K $29.3M
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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