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
WRB
Berkley W R Corp

Financial Services
-97
- 4.53%
$64.28 - $75.17 $6.24K - $7.29K
2.04K $150K
NOC
Northrop Grumman Corp

Industrials
-4
- 80.0%
$456.3 - $540.39 $1.83K - $2.16K
1 $0
ODFL
Old Dominion Freight Line, Inc.

Industrials
-8
- 30.77%
$146.74 - $176.07 $1.17K - $1.41K
18 $2K
INTU
Intuit Inc

Technology
-13
- 31.71%
$544.07 - $787.63 $7.07K - $10.2K
28 $22K
INTC
Intel Corp

Technology
-89
- 58.55%
$18.13 - $22.69 $1.61K - $2.02K
63 $1K
UPS
United Parcel Service Inc

Industrials
-15
- 50.0%
$91.92 - $110.2 $1.38K - $1.65K
15 $1K
RE
Everest Re Group LTD

Financial Services
-11
- 4.58%
N/A
229 $84K
PFE
Pfizer Inc

Healthcare
-56
- 31.28%
$21.59 - $24.84 $1.21K - $1.39K
123 $2K
AMGN
Amgen Inc

Healthcare
-7
- 36.84%
$262.28 - $309.85 $1.84K - $2.17K
12 $3K
CI
Cigna Corp

Healthcare
-6
- 42.86%
$301.89 - $340.04 $1.81K - $2.04K
8 $2K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-16
- 38.1%
$61.08 - $74.04 $977 - $1.18K
26 $1K
KRE
Spdr S&P Regional Banking ETF

ETFs
-25
- 96.15%
$48.81 - $59.48 $1.22K - $1.49K
1 $0
FLRN
Spdr Bloomberg Investment Grad

ETFs
-33
- 32.35%
$30.29 - $30.83 $1K - $1.02K
69 $2K
WM
Waste Management Inc

Industrials
-2
- 33.33%
$216.47 - $242.1 $433 - $484
4 $0
MTB
M&T Bank Corp

Financial Services
-12
- 42.86%
$156.58 - $193.99 $1.88K - $2.33K
16 $3K
DXCM
Dexcom Inc

Healthcare
-25
- 30.86%
$59.83 - $87.57 $1.5K - $2.19K
56 $4K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-63
- 0.42%
$96.84 - $99.46 $6.1K - $6.27K
15.1K $1.5M
DOW
Dow Inc.

Basic Materials
-14
- 24.14%
$25.81 - $34.89 $361 - $488
44 $1K
FKU
First Trust United Kingdom Alp

ETFs
-907
- 15.13%
$35.99 - $46.89 $32.6K - $42.5K
5.09K $238K
MUB
Ishares National Muni Bond ETF

ETFs
-13
- 19.4%
$102.31 - $105.8 $1.33K - $1.38K
54 $5K
CVS
Cvs Health Corp

Healthcare
-17
- 85.0%
$60.04 - $70.18 $1.02K - $1.19K
3 $0
ADBE
Adobe Inc.

Technology
-4
- 20.0%
$340.0 - $420.68 $1.36K - $1.68K
16 $6K
RSG
Republic Services, Inc.

Industrials
-2
- 40.0%
$227.2 - $258.07 $454 - $516
3 $0
Solventum Corp
-1
- 16.67%
N/A
5 $0
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-1
- 4.17%
$21.8 - $27.71 $21.8 - $27.7
23 $0
TT
Trane Technologies PLC

Industrials
-2
- 66.67%
$315.21 - $437.41 $630 - $875
1 $0
SJM
J M Smucker CO

Consumer Defensive
-1
- 50.0%
$94.41 - $118.52 $94.4 - $119
1 $0
SWK
Stanley Black & Decker, Inc.

Industrials
-1
- 50.0%
$55.86 - $76.98 $55.9 - $77
1 $0
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
-1
- 0.69%
$36.63 - $39.88 $36.6 - $39.9
144 $5K
FLN
First Trust Latin America Alph

ETFs
-9
- 10.98%
$16.03 - $19.92 $144 - $179
73 $1K
SPGI
S&P Global Inc.

Financial Services
-1
- 50.0%
$438.31 - $527.29 $438 - $527
1 $0
FANG
Diamondback Energy, Inc.

Energy
-1
- 50.0%
$119.25 - $161.49 $119 - $161
1 $0
FIS
Fidelity National Information Services, Inc.

Technology
-5
- 62.5%
$68.14 - $82.13 $341 - $411
3 $0
ROST
Ross Stores, Inc.

Consumer Cyclical
-3
- 75.0%
$126.62 - $154.26 $380 - $463
1 $0
EMN
Eastman Chemical CO

Basic Materials
-2
- 9.52%
$72.7 - $88.29 $145 - $177
19 $1K
TSCO
Tractor Supply CO

Consumer Cyclical
-4
- 66.67%
$47.86 - $55.77 $191 - $223
2 $0
VGIT
Vanguard Intermediate Term Tre

ETFs
-1
- 4.17%
$58.63 - $59.9 $58.6 - $59.9
23 $1K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1
- 25.0%
$39.89 - $49.46 $39.9 - $49.5
3 $0
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2
- 11.76%
$152.93 - $181.74 $306 - $363
15 $2K
Millrose Pptys Inc
-1
- 9.09%
N/A
10 $0
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-3
- 4.62%
$49.57 - $50.27 $149 - $151
62 $3K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-6
- 50.0%
$10.59 - $11.48 $63.5 - $68.9
6 $0
LYB
Lyondell Basell Industries N.V.

Basic Materials
-3
- 42.86%
$53.23 - $70.65 $160 - $212
4 $0
AMP
Ameriprise Financial Inc

Financial Services
-7
- 10.61%
$422.19 - $533.73 $2.96K - $3.74K
59 $31K
KEY
Keycorp

Financial Services
-8
- 72.73%
$13.23 - $17.42 $106 - $139
3 $0
NTAP
Net App, Inc.

Technology
-3
- 75.0%
$76.1 - $106.55 $228 - $320
1 $0
NSC
Norfolk Southern Corp

Industrials
-1
- 50.0%
$206.34 - $257.46 $206 - $257
1 $0
VLO
Valero Energy Corp

Energy
-113
- 1.68%
$104.69 - $141.77 $11.8K - $16K
6.6K $886K
FMC
Fmc Corp

Basic Materials
-2
- 66.67%
$33.98 - $44.06 $68 - $88.1
1 $0
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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