Transamerica Financial Advisors, Inc. Reduced Holdings in Q4 2024

Transamerica Financial Advisors, Inc.

  • $1.01 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
-94.6K
- 99.03%
$87.1 - $98.49 $8.24M - $9.31M
930 $82K
SUB
Ishares Short Term National Mu

ETFs
-49.6K
- 99.75%
$104.94 - $106.2 $5.2M - $5.27M
124 $14K
ZTS
Zoetis Inc.

Healthcare
-22.2K
- 99.35%
$162.24 - $194.42 $3.6M - $4.31M
144 $24K
XOM
Exxon Mobil Corp

Energy
-33.6K
- 70.16%
$105.51 - $125.37 $3.55M - $4.22M
14.3K $1.54M
MUB
Ishares National Muni Bond ETF

ETFs
-28.4K
- 99.74%
$105.78 - $108.7 $3.01M - $3.09M
75 $8K
Listed Fd Tr
-94K
- 1.86%
N/A
4.96M $166M
FTXL
First Tr ETF Vi Nasdaq Semicon
-27.9K
- 99.85%
N/A
42 $4K
XLV
Select Sector Spdr Fund Health

ETFs
-13.3K
- 48.25%
$136.28 - $154.74 $1.81M - $2.05M
14.2K $1.96M
VEA
Vanguard Ftse Developed Market

ETFs
-4.51K
- 1.29%
$47.57 - $52.44 $215K - $237K
344K $16.5M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-1.56K
- 30.87%
$1146.59 - $1270.6 $1.79M - $1.98M
3.49K $4.14M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-6.71K
- 1.77%
$30.48 - $34.2 $204K - $229K
373K $11.4M
AVGO
Broadcom Inc.

Technology
-6.37K
- 98.36%
$159.67 - $250.0 $1.02M - $1.59M
106 $25K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.63K
- 1.46%
$87.85 - $98.6 $143K - $161K
110K $9.78M
IEF
Ishares Barclays

ETFs
-6.57K
- 8.39%
$92.08 - $98.18 $605K - $645K
71.7K $6.63M
LLY
Eli Lilly & CO

Healthcare
-202
- 2.68%
$727.2 - $932.06 $147K - $188K
7.33K $5.66M
TGT
Target Corp

Consumer Defensive
-6.14K
- 99.03%
$121.59 - $160.69 $747K - $987K
60 $9K
ONTO
Onto Innovation Inc.

Technology
-538
- 2.67%
$158.54 - $225.02 $85.3K - $121K
19.6K $3.26M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-37.1K
- 99.77%
$22.21 - $24.22 $825K - $900K
84 $2K
VGSH
Vanguard

ETFs
-13.1K
- 20.93%
$58.02 - $58.88 $760K - $771K
49.5K $2.88M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-1.7K
- 0.97%
$33.93 - $38.37 $57.7K - $65.2K
174K $5.98M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-12.7K
- 34.5%
$46.96 - $51.46 $596K - $653K
24.1K $1.14M
NXPI
Nxp Semiconductors N.V.

Technology
-522
- 2.51%
$207.27 - $255.58 $108K - $133K
20.3K $4.22M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-177
- 2.64%
$501.29 - $612.85 $88.7K - $108K
6.54K $3.4M
CTAS
Cintas Corp

Industrials
-624
- 2.59%
$182.7 - $226.47 $114K - $141K
23.5K $4.3M
SHW
Sherwin Williams CO

Basic Materials
-350
- 2.63%
$338.75 - $399.71 $119K - $140K
12.9K $4.4M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-222
- 2.72%
$396.64 - $516.74 $88.1K - $115K
7.95K $3.2M
ECL
Ecolab Inc.

Basic Materials
-537
- 2.58%
$234.32 - $261.43 $126K - $140K
20.3K $4.75M
HD
Home Depot, Inc.

Consumer Cyclical
-727
- 4.54%
$385.02 - $431.37 $280K - $314K
15.3K $5.95M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-4.63K
- 3.19%
$26.05 - $29.17 $121K - $135K
140K $3.68M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-3.45K
- 2.36%
$44.03 - $46.65 $152K - $161K
143K $6.31M
ETN
Eaton Corp PLC

Industrials
-1.47K
- 7.17%
$326.96 - $377.52 $481K - $555K
19K $6.32M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-2.65K
- 8.44%
$106.56 - $113.11 $282K - $299K
28.7K $3.07M
EMB
Ishares Tr

ETFs
-3.27K
- 8.38%
$88.94 - $93.46 $290K - $305K
35.7K $3.18M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.75K
- 1.17%
$113.92 - $127.38 $200K - $223K
148K $17M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-595
- 1.06%
$39.22 - $47.52 $23.3K - $28.3K
55.7K $2.2M
EWX
Spdr S&P Emerging Markets Smal

ETFs
-1.38K
- 1.62%
$58.61 - $64.79 $80.8K - $89.3K
83.9K $4.92M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-5.62K
- 3.15%
$27.8 - $29.05 $156K - $163K
172K $4.81M
HYG
Ishares Tr

ETFs
-3.69K
- 8.31%
$78.09 - $80.04 $288K - $296K
40.8K $3.21M
UNH
Unitedhealth Group Inc

Healthcare
-215
- 7.12%
$485.52 - $625.25 $104K - $134K
2.81K $1.42M
SNPS
Synopsys Inc

Technology
-271
- 2.71%
$485.36 - $588.0 $132K - $159K
9.72K $4.72M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-2.24K
- 1.85%
$39.3 - $41.34 $88.1K - $92.7K
119K $4.68M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-6.82K
- 3.95%
$28.6 - $29.27 $195K - $200K
166K $4.76M
VO
Vanguard Mid Cap ETF

ETFs
-1.22K
- 1.57%
$261.5 - $284.63 $319K - $347K
76.7K $20.3M
MLM
Martin Marietta Materials Inc

Basic Materials
-200
- 2.64%
$516.5 - $619.58 $103K - $124K
7.37K $3.81M
First Tr Exch Trd Alphdx Fd
-5.95K
- 99.68%
N/A
19 $1K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-541
- 3.27%
$114.08 - $125.68 $61.7K - $68K
16K $1.83M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-12.8K
- 11.1%
$12.74 - $14.23 $163K - $182K
103K $1.33M
CAT
Caterpillar Inc

Industrials
-244
- 5.54%
$360.37 - $416.88 $87.9K - $102K
4.16K $1.51M
ADI
Analog Devices Inc

Technology
-475
- 8.12%
$206.35 - $236.48 $98K - $112K
5.38K $1.14M
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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