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
SUB
Ishares Short Term National Mu

ETFs
-9
- 7.26%
$105.3 - $106.24 $948 - $956
115 $13K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-3
- 3.57%
$21.73 - $23.02 $65.2 - $69.1
81 $2K
DUK
Duke Energy Corp

Utilities
-1
- 7.69%
$105.87 - $121.97 $106 - $122
12 $2K
LUV
Southwest Airlines CO

Industrials
-2
- 4.76%
$28.18 - $34.84 $56.4 - $69.7
40 $2K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-1
- 3.85%
$24.73 - $25.62 $24.7 - $25.6
25 $1K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-4
- 30.77%
$44.68 - $46.49 $179 - $186
9 $1K
SO
Southern CO

Utilities
-1
- 3.85%
$80.96 - $92.96 $81 - $93
25 $3K
CVS
Cvs Health Corp

Healthcare
-24
- 54.55%
$44.22 - $68.64 $1.06K - $1.65K
20 $2K
K
Kellogg CO

Consumer Defensive
-1
- 7.14%
$81.06 - $82.9 $81.1 - $82.9
13 $2K
JD
Jd.Com, Inc.

Consumer Cyclical
-567
- 15.73%
$33.1 - $45.21 $18.8K - $25.6K
3.04K $125K
TJX
Tjx Companies Inc

Consumer Cyclical
-383
- 0.82%
$112.81 - $126.16 $43.2K - $48.3K
46.2K $5.63M
HSY
Hershey CO

Consumer Defensive
-9
- 0.93%
$144.74 - $186.36 $1.3K - $1.68K
956 $164K
T
At&T Inc.

Communication Services
-3
- 4.48%
$21.56 - $28.28 $64.7 - $84.8
64 $2K
Te Connectivity PLC
-1
- 20.0%
N/A
4 $1K
DJP
Barclays Bank PLC

ETFs
-1
- 4.17%
N/A
23 $1K
PFE
Pfizer Inc

Healthcare
-1
- 0.56%
$25.01 - $27.13 $25 - $27.1
179 $5K
FXN
First Tr Exchange Traded Fd Fi

ETFs
-2
- 1.74%
$15.13 - $18.07 $30.3 - $36.1
113 $2K
ENB
Enbridge Inc

Energy
-52
- 5.14%
$41.54 - $45.45 $2.16K - $2.36K
959 $43K
BDX
Becton Dickinson & CO

Healthcare
-5
- 0.45%
$222.79 - $249.08 $1.11K - $1.25K
1.1K $251K
CINF
Cincinnati Financial Corp

Financial Services
-11
- 1.19%
$133.67 - $147.81 $1.47K - $1.63K
910 $135K
ROP
Roper Technologies Inc

Industrials
-2
- 4.35%
$502.71 - $593.81 $1.01K - $1.19K
44 $26K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-747
- 4.82%
$14.13 - $16.72 $10.6K - $12.5K
14.7K $228K
SU
Suncor Energy Inc

Energy
-87
- 4.72%
$34.27 - $40.63 $2.98K - $3.53K
1.76K $69K
MPC
Marathon Petroleum Corp

Energy
-28
- 1.81%
$134.72 - $159.03 $3.77K - $4.45K
1.52K $222K
SNY
Sanofi

Healthcare
-656
- 11.41%
$48.15 - $59.42 $31.6K - $39K
5.09K $283K
SSNC
Ss&C Technologies Holdings Inc

Technology
-66
- 4.78%
$74.75 - $89.13 $4.93K - $5.88K
1.32K $110K
DGX
Quest Diagnostics Inc

Healthcare
-23
- 3.78%
N/A
585 $99K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-70
- 5.06%
$73.71 - $87.55 $5.16K - $6.13K
1.31K $115K
PAYX
Paychex Inc

Industrials
-593
- 8.32%
$136.06 - $154.52 $80.7K - $91.6K
6.54K $1.01M
WFC
Wells Fargo & Company

Financial Services
-38
- 0.41%
$66.78 - $81.42 $2.54K - $3.09K
9.21K $661K
NVS
Novartis Ag

Healthcare
-73
- 5.06%
$97.14 - $115.57 $7.09K - $8.44K
1.37K $153K
PSX
Phillips 66

Energy
-12
- 0.71%
$113.93 - $131.55 $1.37K - $1.58K
1.67K $207K
UNH
Unitedhealth Group Inc

Healthcare
-65
- 2.32%
$461.52 - $548.18 $30K - $35.6K
2.74K $1.44M
CHKP
Check Point Software Technologies LTD

Technology
-31
- 5.6%
$179.88 - $231.31 $5.58K - $7.17K
523 $120K
SLB
Schlumberger Limited

Energy
-57
- 1.03%
$38.4 - $43.74 $2.19K - $2.49K
5.45K $228K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-24
- 1.57%
$106.31 - $123.73 $2.55K - $2.97K
1.5K $186K
WRB
Berkley W R Corp

Financial Services
-24
- 1.11%
$56.7 - $71.27 $1.36K - $1.71K
2.14K $153K
FLGB
Franklin Templeton ETF Tr

ETFs
-418
- 2.58%
$25.73 - $29.17 $10.8K - $12.2K
15.8K $452K
KO
Coca Cola CO

Consumer Defensive
-1.62K
- 10.32%
$60.81 - $72.32 $98.5K - $117K
14.1K $1.01M
MMM
3 M CO

Industrials
-61
- 2.57%
$129.7 - $155.12 $7.91K - $9.46K
2.31K $340K
DE
Deere & CO

Industrials
-6
- 0.67%
$408.57 - $509.27 $2.45K - $3.06K
887 $416K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-12
- 0.03%
$39.18 - $43.52 $470 - $522
36.9K $1.55M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-1.54K
- 1.29%
$38.99 - $40.37 $60K - $62.1K
117K $4.73M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-688
- 5.0%
$9.49 - $14.83 $6.53K - $10.2K
13.1K $179K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-50
- 4.27%
$80.53 - $147.57 $4.03K - $7.38K
1.12K $149K
GILD
Gilead Sciences, Inc.

Healthcare
-2.1K
- 13.86%
$89.14 - $117.41 $187K - $247K
13.1K $1.46M
MDT
Medtronic PLC

Healthcare
-257
- 2.89%
$79.84 - $94.5 $20.5K - $24.3K
8.65K $777K
PM
Philip Morris International Inc.

Consumer Defensive
-735
- 13.6%
$117.15 - $158.79 $86.1K - $117K
4.67K $742K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-2.28K
- 4.09%
$68.32 - $75.06 $156K - $171K
53.6K $4.01M
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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