Transamerica Financial Advisors, Inc. New Holdings in Q3 2025

Transamerica Financial Advisors, Inc.

  • $982 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
APH
Amphenol Corp

Technology
39.6K
New
$97.39 - $125.4 $3.86M - $4.97M
39.6K $4.91M
PLTR
Palantir Technologies Inc.

Technology
18.2K
New
$130.68 - $186.97 $2.38M - $3.41M
18.2K $3.33M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
32.6K
New
$44.82 - $46.28 $1.46M - $1.51M
32.6K $1.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
35.5K
New
$28.92 - $32.19 $1.03M - $1.14M
35.5K $1.13M
VUG
Vanguard Growth ETF

ETFs
2.18K
New
$433.97 - $484.08 $946K - $1.06M
2.18K $1.05M
IVW
Ishares S&P 500 Growth ETF

ETFs
8.47K
New
$108.97 - $121.65 $923K - $1.03M
8.47K $1.02M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
15.6K
New
$54.35 - $59.32 $846K - $924K
15.6K $921K
EME
Emcor Group, Inc.

Industrials
1.36K
New
$530.88 - $655.83 $721K - $891K
1.36K $882K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
18.4K
New
$45.6 - $46.92 $841K - $865K
18.4K $861K
IVE
Ishares S&P 500 Value ETF

ETFs
4.02K
New
$194.44 - $206.51 $781K - $830K
4.02K $829K
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.9K
New
$182.33 - $194.5 $710K - $758K
3.9K $757K
VTV
Vanguard Value ETF

ETFs
4.04K
New
$175.51 - $186.57 $709K - $754K
4.04K $753K
MBB
Ishares Tr

ETFs
7.8K
New
$92.46 - $95.73 $721K - $747K
7.8K $742K
IBM
International Business Machines Corp

Technology
2.6K
New
$234.77 - $292.47 $611K - $761K
2.6K $734K
TFLO
Ishares Treasury Floating Rate

ETFs
13.7K
New
$50.45 - $50.65 $689K - $692K
13.7K $690K
MO
Altria Group, Inc.

Consumer Defensive
10.3K
New
$57.75 - $67.68 $592K - $694K
10.3K $677K
EFV
Msci Eafe Value ETF

ETFs
9.87K
New
$62.79 - $68.42 $620K - $675K
9.87K $669K
CGDV
Capital Group Divid Value ETF

ETFs
14.7K
New
$39.59 - $42.21 $581K - $619K
14.7K $616K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.85K
New
$301.44 - $365.84 $558K - $678K
1.85K $599K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
6.21K
New
$92.14 - $93.55 $573K - $581K
6.21K $581K
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
6.26K
New
$85.43 - $92.81 $535K - $581K
6.26K $578K
FIX
Comfort Systems Usa Inc

Industrials
666
New
$521.66 - $825.18 $347K - $550K
666 $549K
IEMG
Ishares Inc

ETFs
10.2K
New
N/A
10.2K $544K
CGUS
Capital Group Core Equity ETF
13.6K
New
$36.89 - $39.72 $501K - $540K
13.6K $537K
OEF
Ishares S&P 100 ETF

ETFs
1.99K
New
N/A
1.99K $528K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
10.2K
New
$47.11 - $48.77 $482K - $499K
10.2K $495K
DASH
Door Dash, Inc.

Communication Services
1.78K
New
$234.5 - $272.5 $416K - $484K
1.78K $482K
HLI
Houlihan Lokey, Inc.

Financial Services
2.21K
New
$181.55 - $209.19 $402K - $463K
2.21K $454K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.71K
New
$236.25 - $257.69 $403K - $439K
1.71K $437K
MEDP
Medpace Holdings, Inc.

Healthcare
835
New
$308.88 - $514.16 $258K - $429K
835 $429K
NRG
Nrg Energy, Inc.

Utilities
2.64K
New
$144.77 - $173.91 $382K - $459K
2.64K $427K
CRS
Carpenter Technology Corp

Industrials
1.71K
New
$232.4 - $287.42 $396K - $490K
1.71K $418K
MP
Mp Materials Corp.

Basic Materials
6.22K
New
$30.03 - $77.13 $187K - $480K
6.22K $417K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.87K
New
$78.11 - $79.07 $380K - $385K
4.87K $383K
VST
Vistra Corp.

Utilities
1.95K
New
$182.0 - $217.92 $355K - $425K
1.95K $381K
SHEL
Shell PLC

Energy
4.89K
New
$69.82 - $73.93 $341K - $361K
4.89K $349K
EVR
Evercore Inc.

Financial Services
1.03K
New
$276.5 - $362.79 $284K - $373K
1.03K $346K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
4.82K
New
$64.17 - $68.19 $309K - $329K
4.82K $328K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
5.71K
New
N/A
5.71K $328K
IWB
Ishares Tr Russell 1000 ETF

ETFs
843
New
$339.37 - $366.46 $286K - $309K
843 $308K
GCOR
Goldman Sachs ETF Tr Access U

ETFs
7.2K
New
$40.74 - $41.99 $293K - $302K
7.2K $300K
HYDB
Ishares Tr Edge High Yield Def

ETFs
5.7K
New
$47.03 - $47.97 $268K - $273K
5.7K $272K
GE
General Electric CO

Industrials
835
New
$244.75 - $305.63 $204K - $255K
835 $251K
BBUS
J P Morgan Exchg Traded Fd

ETFs
1.79K
New
$111.77 - $121.28 $200K - $217K
1.79K $215K
VB
Vanguard Small Cap ETF

ETFs
838
New
$237.58 - $259.17 $199K - $217K
838 $213K
CASY
Caseys General Stores Inc

Consumer Cyclical
367
New
$494.52 - $565.32 $181K - $207K
367 $207K
IGLB
Ishares 10+ Year Investment Gr

ETFs
4K
New
$48.96 - $52.08 $196K - $208K
4K $206K
PLD
Prologis, Inc.

Real Estate
1.8K
New
$104.08 - $115.35 $188K - $208K
1.8K $206K
CGGO
Capital Group Global Growth Eq

ETFs
5.95K
New
$31.71 - $34.17 $189K - $203K
5.95K $203K
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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