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 Market Cap. of $10 Billions to $200 Billions
