Transamerica Financial Advisors, Inc. Portfolio Holdings
Transamerica Financial Advisors, Inc.
- $980 Million
- Q1 2025
Transamerica Financial Advisors, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $980 Million distributed in 579 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Listed Fd Tr with a value of $150M, Vanguard Large Cap ETF with a value of $67.8M, Vanguard Bd Index Fd Inc Total with a value of $33.1M, Invesco Qqq Trust, Series 1 with a value of $29.3M, and Vanguard Mid Cap ETF with a value of $21M.
Examining the 13F form we can see an decrease of $30.6M in the current position value, from $1.01B to 980M.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 579
- Current Value $980 Million
- Prior Value $1.01 Billion
- Filing
- Period Q1 2025
- Filing Date May 14, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 20 stocks
- Additional Purchases 152 stocks
- Sold out of 0 stocks
- Reduced holdings in 213 stocks