Transamerica Financial Advisors, Inc. Reduced Holdings in Q1 2025

Transamerica Financial Advisors, Inc.

  • $980 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Listed Fd Tr
-104K
- 2.1%
N/A
4.86M $150M
INTU
Intuit Inc

Technology
-7.83K
- 99.48%
$555.63 - $630.23 $4.35M - $4.93M
41 $25K
SHW
Sherwin Williams CO

Basic Materials
-12.9K
- 99.55%
$330.16 - $365.55 $4.26M - $4.71M
58 $21K
NXPI
Nxp Semiconductors N.V.

Technology
-20.2K
- 99.56%
$189.99 - $245.86 $3.84M - $4.97M
90 $18K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-51.9K
- 99.21%
$75.99 - $81.58 $3.94M - $4.23M
415 $32K
ONTO
Onto Innovation Inc.

Technology
-19.5K
- 99.71%
$121.34 - $224.5 $2.37M - $4.38M
56 $7K
Arista Networks Inc
-5.43K
- 8.23%
N/A
60.5K $4.69M
NVDA
Nvidia Corp

Technology
-2.24K
- 2.75%
$106.98 - $149.43 $240K - $335K
79.2K $8.59M
FXD
First Tr Exchange Traded Fd

ETFs
-36.3K
- 99.61%
$56.39 - $68.12 $2.05M - $2.47M
142 $9K
NOW
Service Now, Inc.

Technology
-65
- 0.98%
$783.83 - $1170.39 $50.9K - $76.1K
6.54K $5.21M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-32.9K
- 23.05%
$43.53 - $45.42 $1.43M - $1.49M
110K $4.97M
TUGN
Listed Fds Tr Stf Tactical Gro

ETFs
-19K
- 5.03%
$21.56 - $25.08 $409K - $476K
358K $7.73M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-11.2K
- 99.31%
$105.28 - $121.93 $1.18M - $1.36M
78 $9K
AAPL
Apple Inc.

Technology
-889
- 2.43%
$209.68 - $247.1 $186K - $220K
35.6K $7.92M
MSFT
Microsoft Corp

Technology
-866
- 4.46%
$375.39 - $447.2 $325K - $387K
18.6K $6.97M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-45.1K
- 26.16%
$27.64 - $28.58 $1.25M - $1.29M
127K $3.64M
XLB
Select Sector Spdr Fd Material

ETFs
-13.7K
- 99.88%
$83.19 - $90.99 $1.14M - $1.25M
17 $2K
PAVE
Global X Fds Us Infrastructure

ETFs
-25.2K
- 38.16%
$37.31 - $43.82 $941K - $1.11M
40.9K $1.54M
GOOGL
Alphabet Inc.

Communication Services
-263
- 0.84%
$154.33 - $206.19 $40.6K - $54.2K
31.2K $4.82M
XLY
Select Sector Spdr Consumer Di

ETFs
-3.67K
- 29.58%
$192.6 - $233.2 $707K - $856K
8.73K $1.73M
AMZN
Amazon Com Inc

Consumer Cyclical
-774
- 2.66%
$190.26 - $242.06 $147K - $187K
28.3K $5.39M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-12K
- 25.56%
$81.83 - $82.73 $983K - $994K
35K $2.9M
DELL
Dell Technologies Inc.

Technology
-1.56K
- 4.7%
$90.34 - $124.66 $141K - $194K
31.6K $2.88M
CRM
Salesforce, Inc.

Technology
-134
- 1.03%
$268.36 - $359.95 $36K - $48.2K
12.9K $3.47M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-26.1K
- 99.25%
$32.39 - $34.01 $846K - $889K
198 $7K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-12.8K
- 20.19%
$40.03 - $46.81 $511K - $598K
50.5K $2.06M
SNPS
Synopsys Inc

Technology
-279
- 2.87%
$428.58 - $551.54 $120K - $154K
9.44K $4.05M
DOW
Dow Inc.

Basic Materials
-16.6K
- 99.65%
$34.36 - $41.92 $570K - $696K
58 $3K
AMP
Ameriprise Financial Inc

Financial Services
-1.23K
- 94.91%
$472.29 - $575.13 $581K - $707K
66 $32K
COST
Costco Wholesale Corp

Consumer Defensive
-855
- 10.9%
$890.62 - $1076.86 $761K - $921K
6.99K $6.61M
PH
Parker Hannifin Corp

Industrials
-486
- 6.46%
$591.65 - $707.05 $288K - $344K
7.04K $4.28M
ISRG
Intuitive Surgical Inc

Healthcare
-318
- 2.83%
$476.63 - $610.45 $152K - $194K
10.9K $5.41M
PANW
Palo Alto Networks Inc

Technology
-726
- 3.19%
$167.82 - $208.28 $122K - $151K
22K $3.76M
GS
Goldman Sachs Group Inc

Financial Services
-216
- 2.17%
$524.81 - $672.19 $113K - $145K
9.72K $5.31M
MLM
Martin Marietta Materials Inc

Basic Materials
-181
- 2.46%
$460.39 - $552.64 $83.3K - $100K
7.19K $3.44M
NFLX
Netflix Inc

Communication Services
-629
- 11.84%
$828.4 - $1058.6 $521K - $666K
4.68K $4.37M
EUFN
Ishares Msci Europe Financials

ETFs
-23.4K
- 40.14%
$23.03 - $29.47 $540K - $691K
34.9K $996K
FDN
First Tr Fd Dow Jones

ETFs
-508
- 4.71%
$221.38 - $266.86 $112K - $136K
10.3K $2.28M
META
Meta Platforms, Inc.

Communication Services
-350
- 2.91%
$576.36 - $736.67 $202K - $258K
11.7K $6.74M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-557
- 4.46%
$173.56 - $210.67 $96.7K - $117K
11.9K $2.07M
FXR
First Trust Industrials/Produc

ETFs
-1.26K
- 3.95%
$68.3 - $79.81 $86K - $100K
30.6K $2.13M
BAC
Bank Of America Corp

Financial Services
-4.96K
- 35.63%
$39.61 - $47.74 $197K - $237K
8.97K $375K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-136
- 2.08%
$497.6 - $606.74 $67.7K - $82.5K
6.4K $3.19M
HYG
Ishares Tr

ETFs
-2.32K
- 5.7%
$78.51 - $80.11 $182K - $186K
38.4K $3.03M
CSCO
Cisco Systems, Inc.

Technology
-3.6K
- 16.06%
$58.74 - $64.87 $212K - $234K
18.8K $1.16M
FXO
First Tr Exchange Traded Fd Fi

ETFs
-2.14K
- 4.89%
$50.93 - $57.24 $109K - $123K
41.7K $2.21M
MCO
Moodys Corp

Financial Services
-192
- 2.14%
$437.8 - $527.48 $84.1K - $101K
8.76K $4.08M
FJP
First Trust Japan Alphadex Fun

ETFs
-4.71K
- 13.85%
$49.98 - $57.59 $235K - $271K
29.3K $1.61M
HON
Honeywell International Inc

Industrials
-579
- 34.75%
$202.75 - $226.52 $117K - $131K
1.09K $231K
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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