Transamerica Financial Advisors, Inc. Reduced Holdings in Q3 2025

Transamerica Financial Advisors, Inc.

  • $982 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PUI
Invesco Exchange Traded Fd Tr

ETFs
-329K
- 99.6%
$41.17 - $46.02 $13.5M - $15.1M
1.31K $60K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-145K
- 97.41%
$82.38 - $83.0 $12M - $12M
3.87K $320K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-74.2K
- 99.11%
$38.58 - $58.24 $2.86M - $4.32M
666 $26K
BKR
Baker Hughes CO

Energy
-102K
- 97.23%
$38.68 - $50.55 $3.94M - $5.15M
2.91K $141K
HWM
Howmet Aerospace Inc.

Industrials
-12.8K
- 28.74%
$171.0 - $196.23 $2.19M - $2.52M
31.8K $6.25M
TTD
Trade Desk, Inc.

Technology
-27.8K
- 99.36%
$43.93 - $89.76 $1.22M - $2.49M
178 $8K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-25.5K
- 99.91%
$33.26 - $34.01 $850K - $869K
22 $0
BSX
Boston Scientific Corp

Healthcare
-282
- 0.49%
$97.03 - $108.14 $27.4K - $30.5K
56.8K $5.54M
PFI
Invesco Exchange Traded Fd Tr

ETFs
-12K
- 4.25%
$54.8 - $58.55 $656K - $701K
270K $15.6M
MCO
Moodys Corp

Financial Services
-79
- 0.94%
$472.69 - $521.32 $37.3K - $41.2K
8.36K $3.98M
SNPS
Synopsys Inc

Technology
-32
- 0.34%
$387.78 - $645.35 $12.4K - $20.7K
9.32K $4.6M
FTGC
First Trust Global Tactical CO

ETFs
-6.65K
- 99.6%
$24.67 - $26.32 $164K - $175K
27 $0
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-2.45K
- 4.81%
$72.01 - $74.44 $176K - $182K
48.5K $3.56M
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
-1.25K
- 5.52%
$96.91 - $101.22 $121K - $126K
21.3K $2.11M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-363
- 1.91%
$60.9 - $70.75 $22.1K - $25.7K
18.6K $1.16M
DE
Deere & CO

Industrials
-177
- 25.5%
$457.26 - $524.37 $80.9K - $92.8K
517 $236K
RTX
Raytheon Technologies Corp

Industrials
-1.91K
- 19.2%
$144.19 - $167.33 $275K - $320K
8.04K $1.34M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-10.4K
- 9.03%
$12.9 - $13.59 $134K - $141K
105K $1.4M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.2K
- 3.49%
$109.11 - $111.88 $131K - $135K
33.3K $3.7M
PANW
Palo Alto Networks Inc

Technology
-343
- 1.56%
$167.06 - $208.19 $57.3K - $71.4K
21.6K $4.4M
ADI
Analog Devices Inc

Technology
-456
- 10.7%
$220.68 - $255.63 $101K - $117K
3.81K $935K
FDN
First Tr Fd Dow Jones

ETFs
-583
- 6.67%
$264.06 - $287.34 $154K - $168K
8.16K $2.28M
CB
Chubb LTD

Financial Services
-195
- 13.04%
$265.99 - $289.59 $51.9K - $56.5K
1.3K $366K
IBND
Spdr Bloomberg International C

ETFs
-1.6K
- 5.88%
$31.45 - $32.68 $50.2K - $52.1K
25.6K $825K
EMR
Emerson Electric CO

Industrials
-403
- 23.2%
$128.6 - $149.63 $51.8K - $60.3K
1.33K $174K
PCAR
Paccar Inc

Industrials
-532
- 46.34%
$92.91 - $102.86 $49.4K - $54.7K
616 $60K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-4.56K
- 27.48%
$14.53 - $17.13 $66.3K - $78.1K
12K $201K
NVO
Novo Nordisk A S

Healthcare
-656
- 76.64%
$45.38 - $71.7 $29.8K - $47K
200 $11K
NTES
Net Ease, Inc.

Communication Services
-455
- 38.53%
$127.31 - $159.34 $57.9K - $72.5K
726 $110K
CSX
Csx Corp

Industrials
-1.92K
- 24.75%
$32.05 - $36.52 $61.5K - $70K
5.83K $207K
SRLN
Ssga Active Trust

ETFs
-1.07K
- 5.13%
$41.28 - $41.65 $44.3K - $44.7K
19.9K $825K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-500
- 5.56%
$96.22 - $98.19 $48.1K - $49.1K
8.5K $832K
MCHP
Microchip Technology Inc

Technology
-405
- 43.45%
$60.95 - $75.26 $24.7K - $30.5K
527 $33K
FXR
First Trust Industrials/Produc

ETFs
-1.86K
- 6.02%
$75.64 - $80.06 $141K - $149K
29.1K $2.27M
LVS
Las Vegas Sands Corp

Consumer Cyclical
-813
- 45.22%
$47.38 - $57.71 $38.5K - $46.9K
985 $52K
BWZ
Spdr Bloomberg Short Term Inte

ETFs
-546
- 1.51%
$27.17 - $28.04 $14.8K - $15.3K
35.7K $992K
ADM
Archer Daniels Midland CO

Consumer Defensive
-495
- 34.71%
$53.54 - $64.21 $26.5K - $31.8K
931 $55K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-1.22K
- 0.98%
$28.38 - $29.05 $34.7K - $35.5K
123K $3.57M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-342
- 1.87%
$50.53 - $50.82 $17.3K - $17.4K
18K $913K
GVI
Ishares Tr

ETFs
-224
- 1.02%
$105.8 - $107.81 $23.7K - $24.1K
21.8K $2.34M
FLGV
Franklin Templeton ETF Trfrank

ETFs
-856
- 0.97%
$20.24 - $20.75 $17.3K - $17.8K
87.4K $1.8M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-3.42K
- 16.79%
$13.29 - $16.05 $45.4K - $54.9K
16.9K $270K
RS
Reliance Steel & Aluminum CO

Basic Materials
-3
- 1.49%
$277.33 - $343.66 $832 - $1.03K
198 $55K
GLW
Corning Inc

Technology
-6.96K
- 36.32%
$51.6 - $82.03 $359K - $571K
12.2K $1M
BNS
Bank Of Nova Scotia

Financial Services
-851
- 16.71%
$54.5 - $64.93 $46.4K - $55.3K
4.24K $274K
PXI
Invesco Exchange Traded Fd Tr

ETFs
-130
- 29.02%
$41.04 - $47.93 $5.34K - $6.23K
318 $14K
CNQ
Canadian Natural Resources LTD

Energy
-288
- 3.37%
$29.31 - $32.93 $8.44K - $9.48K
8.26K $264K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-2.38K
- 5.77%
$55.81 - $60.32 $133K - $143K
38.8K $2.3M
PYZ
Invesco Exchange Traded Fd Tr

ETFs
-71
- 29.1%
$94.15 - $106.88 $6.68K - $7.59K
173 $18K
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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