Transamerica Financial Advisors, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TF Transamerica Financial Advisors, Inc. | Institutional Filer | ▼ 2.01% | $1.17B | 1940 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1940)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | — | 217K | $64.7M | 5.52% |
| 2 | QQQ | Invesco QQQ Trust | — | 55K | $31.6M | 2.69% |
| 3 | BND | VANGUARD BD INDEX FDS | — | 381K | $28.1M | 2.39% |
| 4 | NVDA | NVIDIA Corporation | Technology | 157K | $27.4M | 2.33% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | — | 355K | $22.8M | 1.94% |
| 6 | VO | VANGUARD INDEX FDS | — | 67K | $19.4M | 1.65% |
| 7 | GEV | GE Vernova Inc. | Utilities | 22K | $19.0M | 1.62% |
| 8 | SCHX | SCHWAB STRATEGIC TR | — | 731K | $18.7M | 1.60% |
| 9 | AVGO | Broadcom Inc. | Technology | 60K | $18.5M | 1.57% |
| 10 | AAPL | Apple Inc. | Technology | 70K | $17.7M | 1.51% |
| 11 | IJR | ISHARES TR | — | 132K | $16.4M | 1.40% |
| 12 | QQQM | INVESCO EXCH TRADED FD TR II | — | 66K | $15.7M | 1.34% |
| 13 | PXI | INVESCO EXCHANGE TRADED FD T | — | 260K | $15.5M | 1.32% |
| 14 | APH | Amphenol Corporation | Technology | 109K | $13.8M | 1.18% |
| 15 | PRN | INVESCO EXCHANGE TRADED FD T | — | 71K | $13.7M | 1.17% |
Showing 1 to 15 of 1000 holdings