Transamerica Financial Advisors, Inc. Portfolio Holdings

Transamerica Financial Advisors, Inc.

  • $871 Million
  • Q2 2025

Transamerica Financial Advisors, Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $871 Million distributed in 567 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $72.6M, Invesco Qqq Trust, Series 1 with a value of $35.9M, Vanguard Bd Index Fd Inc Total with a value of $32.9M, Vanguard Mid Cap ETF with a value of $22.5M, and Schwab Strategic Tr Us Large C with a value of $21.2M.

Examining the 13F form we can see an decrease of $109M in the current position value, from $980M to 871M.

Transamerica Financial Advisors, Inc. is based out at Clearwater, FL

Below you can find more details about Transamerica Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $871 Million
ETFs: $593 Million
Technology: $81.5 Million
Industrials: $36.3 Million
Financial Services: $36.1 Million
Consumer Cyclical: $29.9 Million
Healthcare: $27 Million
Communication Services: $23.4 Million
Energy: $16.3 Million
Other: $27.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$12.4 Million 1.42% of portfolio
78,565
Q2 2025 Reduced 0.81%
$3.95T
$9.21 Million 1.06% of portfolio
18,508
Q2 2025 Reduced 0.33%
$1.78T
$8.54 Million 0.98% of portfolio
11,568
Q2 2025 Reduced 1.07%
$75.1B
$8.31 Million 0.95% of portfolio
44,667
Q2 2025 Reduced 18.89%
$127B
$7.11 Million 0.82% of portfolio
25,781
Q2 2025 Added 25.36%
$3.69T
$6.98 Million 0.8% of portfolio
34,019
Q2 2025 Reduced 4.54%
$545B
$6.7 Million 0.77% of portfolio
5,000
Q2 2025 Added 6.75%
$254B
$6.61 Million 0.76% of portfolio
9,334
Q2 2025 Reduced 4.01%
$172B
$6.6 Million 0.76% of portfolio
6,419
Q2 2025 Reduced 1.84%
$145B
$6.42 Million 0.74% of portfolio
17,970
Q2 2025 Reduced 1.5%
$147B
$6.13 Million 0.7% of portfolio
57,048
Q2 2025 Reduced 2.93%
$2.26T
$6.02 Million 0.69% of portfolio
27,462
Q2 2025 Reduced 3.01%
$551B
$5.98 Million 0.69% of portfolio
16,842
Q2 2025 Reduced 4.09%
$169B
$5.83 Million 0.67% of portfolio
10,721
Q2 2025 Reduced 1.93%
$439B
$5.86 Million 0.67% of portfolio
5,916
Q2 2025 Reduced 15.38%
$155B
$5.47 Million 0.63% of portfolio
44,264
Q2 2025 Reduced 4.16%
$1.21T
$5.37 Million 0.62% of portfolio
30,480
Q2 2025 Reduced 2.17%
$78.8B
$5.16 Million 0.59% of portfolio
19,169
Q2 2025 Reduced 3.04%
$36.7B
$4.95 Million 0.57% of portfolio
40,355
Q2 2025 Added 27.84%
$22.7B
$4.97 Million 0.57% of portfolio
22,313
Q2 2025 Reduced 3.72%
$61.1B
$4.84 Million 0.56% of portfolio
15,125
Q2 2025 Reduced 20.26%
$182B
$4.81 Million 0.55% of portfolio
51,587
Q2 2025 Reduced 4.0%
$95.7B
$4.79 Million 0.55% of portfolio
9,348
Q2 2025 Reduced 0.99%
$96.6B
$4.72 Million 0.54% of portfolio
6,751
Q2 2025 Reduced 4.15%
$70.4B
$4.51 Million 0.52% of portfolio
71,799
Q2 2025 Reduced 4.92%
$6.4B
$4.5 Million 0.52% of portfolio
49,913
Q2 2025 Added 1,337.17%
$52.5B
$4.49 Million 0.52% of portfolio
21,935
Q2 2025 Reduced 0.3%
$94.5B
$4.23 Million 0.49% of portfolio
8,435
Q2 2025 Reduced 3.71%
$1.19B
$4.21 Million 0.48% of portfolio
74,912
Q2 2025 Reduced 1.5%
$42.6B
$4.02 Million 0.46% of portfolio
104,834
Q2 2025 Reduced 4.94%
$178B
$3.98 Million 0.46% of portfolio
34,537
Q2 2025 Reduced 0.82%
$38.4B
$3.8 Million 0.44% of portfolio
6,924
Q2 2025 Reduced 3.69%
$78.6B
$3.57 Million 0.41% of portfolio
8,487
Q2 2025 Added 424,250.0%
$99.5B
$3.4 Million 0.39% of portfolio
7,631
Q2 2025 Reduced 2.8%
$76.4B
$3.22 Million 0.37% of portfolio
20,957
Q2 2025 New
$13.4B
$3.14 Million 0.36% of portfolio
56,890
Q2 2025 New
$187B
$2.56 Million 0.29% of portfolio
6,323
Q2 2025 Reduced 1.23%
$23.7B
$2.01 Million 0.23% of portfolio
27,966
Q2 2025 Reduced 19.65%
$859B
$1.93 Million 0.22% of portfolio
6,658
Q2 2025 Reduced 12.14%
$442B
$1.56 Million 0.18% of portfolio
14,495
Q2 2025 Reduced 3.85%
$218B
$1.6 Million 0.18% of portfolio
4,110
Q2 2025 Reduced 4.4%
$452B
$1.56 Million 0.18% of portfolio
10,202
Q2 2025 Reduced 3.47%
$229B
$1.45 Million 0.17% of portfolio
9,948
Q2 2025 Reduced 16.47%
$150B
$1.4 Million 0.16% of portfolio
12,660
Q2 2025 Reduced 3.06%
$302B
$1.38 Million 0.16% of portfolio
9,660
Q2 2025 Reduced 12.25%
$120B
$1.3 Million 0.15% of portfolio
14,452
Q2 2025 Reduced 3.92%
$84.1B
$1.28 Million 0.15% of portfolio
18,996
Q2 2025 Added 2.01%
$99B
$1.19 Million 0.14% of portfolio
25,810
Q2 2025 Added 7.25%
$61.9B
$1.24 Million 0.14% of portfolio
4,621
Q2 2025 Reduced 6.5%

Summary

  • Portfolio
  • No. of Stocks 567
  • Current Value $871 Million
  • Prior Value $980 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 115 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 283 stocks
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