Transamerica Financial Advisors, Inc. Reduced Holdings in Q2 2025

Transamerica Financial Advisors, Inc.

  • $871 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Listed Fds Tr
-85.8K
- 1.77%
N/A
4.77M $0
Invesco Exchange Traded Fd T
-156K
- 99.62%
N/A
601 $0
VNQ
Vanguard Specialized Funds Van

ETFs
-117K
- 99.62%
$79.79 - $91.42 $9.36M - $10.7M
447 $39K
LLY
Eli Lilly & CO

Healthcare
-7.02K
- 99.26%
$713.71 - $898.95 $5.01M - $6.31M
52 $40K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-176K
- 99.48%
$27.29 - $29.28 $4.8M - $5.15M
920 $26K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-42K
- 98.4%
$83.97 - $92.85 $3.53M - $3.9M
682 $60K
CRM
Salesforce, Inc.

Technology
-12.9K
- 99.51%
$236.26 - $291.15 $3.04M - $3.74M
63 $17K
EMB
Ishares Tr

ETFs
-33.3K
- 98.8%
$86.54 - $92.62 $2.88M - $3.08M
404 $37K
HYG
Ishares Tr

ETFs
-38K
- 98.8%
$75.75 - $80.65 $2.88M - $3.06M
461 $37K
Angel Oak Funds Trust
-6.32K
- 1.91%
N/A
325K $0
Profesionally Managed Portfo
-95.6K
- 98.73%
N/A
1.23K $0
QTEC
First Trust Nasdaq 100 Technol

ETFs
-11.8K
- 98.94%
$149.56 - $212.83 $1.77M - $2.51M
127 $27K
AJG
Arthur J. Gallagher & Co.

Financial Services
-3.84K
- 20.26%
$310.86 - $348.77 $1.19M - $1.34M
15.1K $4.84M
CARY
Angel Oak Fds Tr Income Etf(De
-1.97K
- 2.54%
N/A
75.5K $0
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-11.3K
- 72.44%
$104.23 - $134.39 $1.18M - $1.52M
4.31K $578K
Blackrock Inc
-56
- 5.48%
N/A
965 $0
AAPL
Apple Inc.

Technology
-1.62K
- 4.54%
$172.42 - $223.89 $279K - $362K
34K $6.98M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-23.9K
- 47.26%
$35.35 - $42.68 $843K - $1.02M
26.6K $1.13M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-28.5K
- 99.68%
$29.82 - $30.19 $850K - $861K
92 $2K
BKR
Baker Hughes CO

Energy
-5.45K
- 4.94%
$35.0 - $44.92 $191K - $245K
105K $4.02M
XLY
Select Sector Spdr Consumer Di

ETFs
-4.44K
- 50.82%
$176.34 - $218.59 $783K - $970K
4.3K $933K
COST
Costco Wholesale Corp

Consumer Defensive
-1.08K
- 15.38%
$908.13 - $1056.85 $976K - $1.14M
5.92K $5.86M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-79
- 1.23%
$390.26 - $489.06 $30.8K - $38.6K
6.32K $2.56M
CRH.L
Crh PLC

Basic Materials
-4.49K
- 67.17%
N/A
2.19K $0
CVX
Chevron Corp

Energy
-1.35K
- 12.25%
$133.73 - $168.51 $180K - $227K
9.66K $1.38M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-6.7K
- 23.55%
$55.32 - $65.02 $371K - $436K
21.8K $1.36M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-220
- 2.8%
$421.16 - $509.5 $92.7K - $112K
7.63K $3.4M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-8.46K
- 7.7%
$43.89 - $45.45 $371K - $384K
101K $4.57M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
-10.5K
- 22.49%
$53.5 - $71.62 $564K - $755K
36.3K $2.6M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-2.68K
- 5.01%
$68.13 - $74.77 $183K - $201K
50.9K $3.71M
COP
Conocophillips

Energy
-589
- 3.92%
$82.66 - $106.1 $48.7K - $62.5K
14.5K $1.3M
VIG
Vanguard Dividend Appreciation

ETFs
-288
- 1.63%
N/A
17.4K $3.17M
XLV
Select Sector Spdr Fund Health

ETFs
-141
- 0.7%
$128.77 - $144.3 $18.2K - $20.3K
20.1K $2.71M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-3.62K
- 3.94%
$77.94 - $79.5 $282K - $288K
88.4K $7.03M
XOM
Exxon Mobil Corp

Energy
-580
- 3.85%
$99.93 - $119.04 $58K - $69K
14.5K $1.56M
NFTY
First Tr Alphadex Fd Ii India
-4.06K
- 98.62%
N/A
57 $0
HD
Home Depot, Inc.

Consumer Cyclical
-617
- 4.02%
$335.24 - $380.78 $207K - $235K
14.7K $5.41M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-5.63K
- 1.68%
$26.18 - $26.93 $147K - $152K
330K $8.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.07K
- 0.9%
$72.02 - $73.82 $293K - $301K
447K $32.9M
First Tr Exch Trd Alphdx Fd
-376
- 8.02%
N/A
4.31K $0
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-1.18K
- 1.74%
N/A
66.8K $4.17M
JNJ
Johnson & Johnson

Healthcare
-367
- 3.47%
$146.36 - $159.82 $53.7K - $58.7K
10.2K $1.56M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-3.2K
- 2.39%
$25.48 - $27.78 $81.5K - $88.9K
131K $3.47M
V
Visa Inc.

Financial Services
-718
- 4.09%
$308.27 - $373.31 $221K - $268K
16.8K $5.98M
XLP
Consumer Staples Sector Spdr

ETFs
-128
- 0.47%
N/A
27.1K $2.06M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.92K
- 4.16%
$119.13 - $135.03 $229K - $259K
44.3K $5.47M
KMB
Kimberly Clark Corp

Consumer Defensive
-302
- 3.68%
$126.84 - $145.22 $38.3K - $43.9K
7.91K $1.02M
MDT
Medtronic PLC

Healthcare
-1.31K
- 15.1%
$80.68 - $88.86 $105K - $116K
7.34K $639K
CSCO
Cisco Systems, Inc.

Technology
-4.02K
- 21.34%
$53.19 - $69.38 $214K - $279K
14.8K $1.03M
Activity Summary
Buys All Purchases 131 New Holdings 16 Increased Positions 115 Sells All Sells 283 Reductions 283 Sold out 0 Options Calls 0 Puts 0
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