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
ECL
Ecolab Inc.

Basic Materials
-601
- 3.04%
$225.65 - $270.95 $136K - $163K
19.2K $5.16M
PTF
Invesco Exchange Traded Fd Tr

ETFs
-32.3K
- 12.66%
$51.29 - $68.29 $1.66M - $2.2M
223K $15.2M
CAT
Caterpillar Inc

Industrials
-189
- 4.4%
$273.94 - $388.21 $51.8K - $73.4K
4.11K $1.6M
BSX
Boston Scientific Corp

Healthcare
-1.72K
- 2.93%
$89.7 - $107.41 $154K - $185K
57K $6.13M
CTAS
Cintas Corp

Industrials
-862
- 3.72%
$190.11 - $227.66 $164K - $196K
22.3K $4.97M
XLF
Financial Sector Spdr

ETFs
-798
- 0.7%
$43.92 - $52.37 $35K - $41.8K
113K $5.93M
PFI
Invesco Exchange Traded Fd Tr

ETFs
-10.5K
- 3.6%
$47.15 - $56.73 $496K - $597K
282K $16M
MLM
Martin Marietta Materials Inc

Basic Materials
-265
- 3.69%
$452.51 - $568.19 $120K - $151K
6.92K $3.8M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.14K
- 1.5%
$45.98 - $56.15 $52.6K - $64.2K
74.9K $4.21M
ISRG
Intuitive Surgical Inc

Healthcare
-211
- 1.93%
$451.58 - $565.94 $95.3K - $119K
10.7K $5.83M
PH
Parker Hannifin Corp

Industrials
-292
- 4.15%
$517.23 - $700.54 $151K - $205K
6.75K $4.72M
IYW
Ishares Dj Us Tech ETF

ETFs
-211
- 1.41%
$122.57 - $173.27 $25.9K - $36.6K
14.7K $2.55M
XLC
Select Sector Spdr Tr Communic

ETFs
-84
- 0.21%
$86.13 - $108.53 $7.23K - $9.12K
40.3K $4.38M
GOOGL
Alphabet Inc.

Communication Services
-677
- 2.17%
$144.7 - $178.6 $98K - $121K
30.5K $5.37M
AMZN
Amazon Com Inc

Consumer Cyclical
-851
- 3.01%
$167.32 - $223.3 $142K - $190K
27.5K $6.02M
SHOP
Shopify Inc.

Technology
-285
- 0.82%
$76.89 - $115.35 $21.9K - $32.9K
34.5K $3.98M
IVV
Ishares Core S&P 500 ETF

ETFs
-238
- 1.67%
$498.8 - $620.9 $119K - $148K
14K $8.69M
PANW
Palo Alto Networks Inc

Technology
-67
- 0.3%
$152.44 - $204.64 $10.2K - $13.7K
21.9K $4.49M
SNPS
Synopsys Inc

Technology
-93
- 0.99%
$380.9 - $517.66 $35.4K - $48.1K
9.35K $4.79M
UBER
Uber Technologies, Inc

Technology
-2.15K
- 4.0%
$64.62 - $93.3 $139K - $201K
51.6K $4.81M
XLK
Technology Sector Spdr

ETFs
-4.06K
- 9.1%
$179.73 - $253.23 $730K - $1.03M
40.6K $10.3M
HWM
Howmet Aerospace Inc.

Industrials
-10.4K
- 18.89%
$112.33 - $186.13 $1.17M - $1.94M
44.7K $8.31M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-4.13K
- 1.04%
$27.26 - $34.48 $112K - $142K
392K $13.5M
GS
Goldman Sachs Group Inc

Financial Services
-390
- 4.01%
$462.22 - $707.75 $180K - $276K
9.33K $6.61M
NOW
Service Now, Inc.

Technology
-120
- 1.84%
$721.65 - $1040.18 $86.6K - $125K
6.42K $6.6M
ETN
Eaton Corp PLC

Industrials
-274
- 1.5%
$246.52 - $356.99 $67.5K - $97.8K
18K $6.42M
VO
Vanguard Mid Cap ETF

ETFs
-799
- 0.98%
$228.54 - $279.83 $183K - $224K
80.3K $22.5M
PRN
Invesco Dwa Industrials Moment

ETFs
-4.23K
- 3.5%
$122.83 - $157.05 $519K - $664K
117K $18.3M
META
Meta Platforms, Inc.

Communication Services
-125
- 1.07%
$484.66 - $738.09 $60.6K - $92.3K
11.6K $8.54M
MSFT
Microsoft Corp

Technology
-61
- 0.33%
$354.56 - $497.45 $21.6K - $30.3K
18.5K $9.21M
NVDA
Nvidia Corp

Technology
-645
- 0.81%
$94.31 - $157.99 $60.8K - $102K
78.6K $12.4M
VV
Vanguard Large Cap ETF

ETFs
-9.32K
- 3.53%
$228.25 - $285.3 $2.13M - $2.66M
254K $72.6M
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
Track This Portfolio

Track Transamerica Financial Advisors, Inc. Portfolio

Follow Transamerica Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Transamerica Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Transamerica Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email