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
ADI
Analog Devices Inc

Technology
-395
- 7.35%
$201.56 - $243.82 $79.6K - $96.3K
4.98K $1.01M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.71K
- 5.95%
$105.1 - $109.61 $179K - $187K
27K $2.93M
EMB
Ishares Tr

ETFs
-2.04K
- 5.72%
$88.64 - $92.03 $181K - $188K
33.7K $3.05M
FTC
First Tr Lge Cap Growth

ETFs
-435
- 4.3%
$127.87 - $148.89 $55.6K - $64.8K
9.67K $1.27M
UYLD
Angel Oak Fds Tr Ultrashort In
-2.33K
- 4.42%
N/A
50.4K $2.57M
NICE
Nice Ltd.

Technology
-616
- 58.28%
$139.18 - $178.5 $85.7K - $110K
441 $68K
FDX
Fedex Corp

Industrials
-232
- 24.17%
$230.33 - $281.53 $53.4K - $65.3K
728 $178K
EEMV
Ishares Msci Emerging Markets

ETFs
-1.56K
- 18.79%
$57.07 - $59.29 $88.7K - $92.2K
6.72K $393K
ICLR
Icon PLC

Healthcare
-401
- 99.75%
$174.99 - $222.58 $70.2K - $89.3K
1 $1K
PNR
Pentair PLC

Industrials
-717
- 52.15%
$84.0 - $105.35 $60.2K - $75.5K
658 $58K
FEX
First Tr Large Cap Core Alphde

ETFs
-519
- 4.1%
$99.27 - $109.89 $51.5K - $57K
12.1K $1.25M
AON
Aon PLC

Financial Services
-210
- 55.56%
$348.44 - $409.32 $73.2K - $86K
168 $67K
TAP
Molson Coors Beverage CO

Consumer Defensive
-1.17K
- 96.46%
$52.44 - $62.91 $61.4K - $73.6K
43 $3K
TIP
Ishares Tr Tips Bd ETF

ETFs
-2.07K
- 5.74%
$106.22 - $111.09 $220K - $230K
33.9K $3.77M
Kenvue Inc
-3.38K
- 59.04%
N/A
2.35K $57K
MCHP
Microchip Technology Inc

Technology
-891
- 41.06%
$48.41 - $64.3 $43.1K - $57.3K
1.28K $62K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-2.18K
- 99.91%
$25.93 - $29.28 $56.4K - $63.7K
2 $1K
C
Citigroup Inc

Financial Services
-871
- 12.56%
$67.23 - $84.63 $58.6K - $73.7K
6.07K $431K
ALLE
Allegion PLC

Industrials
-444
- 99.78%
$123.79 - $135.5 $55K - $60.2K
1 $1K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-71
- 4.98%
$165.25 - $224.62 $11.7K - $15.9K
1.36K $225K
LKQ
Lkq Corp

Consumer Cyclical
-1.54K
- 98.91%
$36.24 - $44.05 $55.8K - $67.8K
17 $1K
AOS
Smith A O Corp

Industrials
-842
- 99.88%
$65.16 - $72.69 $54.9K - $61.2K
1 $1K
CARY
Angel Oak Fds Tr Income Etf(De
-3.29K
- 4.08%
N/A
77.5K $1.61M
CHK
Chesapeake Energy Corp

Energy
-553
- 69.47%
N/A
243 $27K
NFTY
First Tr Alphadex Fd Ii India
-910
- 18.1%
N/A
4.12K $230K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-70
- 21.47%
$283.06 - $421.16 $19.8K - $29.5K
256 $73K
MOS
Mosaic CO

Basic Materials
-2.11K
- 99.91%
$23.08 - $28.8 $48.6K - $60.7K
2 $1K
PG
Procter & Gamble CO

Consumer Defensive
-394
- 6.46%
$158.56 - $176.26 $62.5K - $69.4K
5.71K $973K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-2.54K
- 4.31%
$28.27 - $29.28 $71.9K - $74.5K
56.5K $1.64M
VTRS
Viatris Inc

Healthcare
-2.98K
- 52.73%
$8.68 - $12.42 $25.8K - $37K
2.67K $24K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-944
- 4.76%
$50.48 - $51.04 $47.7K - $48.2K
18.9K $959K
SRLN
Ssga Active Trust

ETFs
-811
- 3.75%
$41.02 - $41.99 $33.3K - $34.1K
20.8K $857K
FCA
First Trust China Alphadex Fun

ETFs
-2.78K
- 20.07%
$19.08 - $22.65 $53.1K - $63K
11.1K $233K
HII
Huntington Ingalls Industries, Inc.

Industrials
-242
- 99.59%
$159.75 - $208.61 $38.7K - $50.5K
1 $1K
FKU
First Trust United Kingdom Alp

ETFs
-1.41K
- 19.05%
$36.54 - $41.31 $51.6K - $58.3K
5.99K $240K
OVV
Ovintiv Inc.

Energy
-1.07K
- 68.52%
$37.84 - $45.91 $40.5K - $49.2K
492 $22K
DINO
Hf Sinclair Corp

Energy
-1.21K
- 99.92%
$30.66 - $38.48 $37K - $46.4K
1 $1K
FLGV
Franklin Templeton ETF Trfrank

ETFs
-4.02K
- 4.29%
$19.92 - $20.57 $80K - $82.7K
89.7K $1.84M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
-265
- 63.25%
$141.31 - $175.89 $37.4K - $46.6K
154 $23K
PR
Permian Resources Corporation

Energy
-2.7K
- 61.38%
$12.33 - $16.0 $33.2K - $43.1K
1.7K $24K
SBUX
Starbucks Corp

Consumer Cyclical
-934
- 12.46%
$91.75 - $115.81 $85.7K - $108K
6.56K $644K
Linde PLC
-110
- 43.31%
N/A
144 $67K
RL
Ralph Lauren Corp

Consumer Cyclical
-160
- 49.69%
$215.68 - $286.74 $34.5K - $45.9K
162 $36K
USB
Us Bancorp \De\

Financial Services
-82
- 1.33%
$40.92 - $50.9 $3.36K - $4.17K
6.08K $257K
FSZ
First Trust Switzerland Alphad

ETFs
-882
- 19.78%
$62.47 - $70.18 $55.1K - $61.9K
3.58K $242K
TPR
Tapestry, Inc.

Consumer Cyclical
-634
- 43.28%
$65.63 - $89.21 $41.6K - $56.6K
831 $59K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-357
- 3.78%
$94.86 - $97.12 $33.9K - $34.7K
9.09K $867K
PCAR
Paccar Inc

Industrials
-180
- 8.86%
$96.91 - $112.51 $17.4K - $20.3K
1.85K $181K
WSM
Williams Sonoma Inc

Consumer Cyclical
-64
- 8.58%
$158.1 - $217.71 $10.1K - $13.9K
682 $108K
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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