Nfp Retirement, Inc. Purchases in Q3 2025

Nfp Retirement, Inc.

  • $2.18 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IYW
Ishares Dj Us Tech ETF

ETFs
4.32K
+ 42.4%
$171.38 - $197.01 $740K - $850K
14.5K $2.61B
FDL
First Tr Morningstar Dividend

ETFs
7.24K
New
$41.96 - $44.59 $304K - $323K
7.24K $1.15B
AMGN
Amgen Inc

Healthcare
5.21K
+ 51.65%
$271.18 - $309.22 $1.41M - $1.61M
15.3K $4.29B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
20.9K
+ 99.99%
$46.86 - $48.27 $979K - $1.01M
41.8K $2B
XT
Ishares Tr Exponential Technol

ETFs
14.9K
New
$65.04 - $71.97 $972K - $1.08M
14.9K $975M
LLY
Eli Lilly & CO

Healthcare
1.54K
+ 33.62%
$625.65 - $812.69 $964K - $1.25M
6.12K $4.75B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.92K
New
$459.11 - $506.91 $883K - $975K
1.92K $934M
WMT
Walmart Inc.

Consumer Defensive
8.02K
+ 59.77%
$94.4 - $104.27 $757K - $836K
21.4K $2.1B
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.03K
+ 2.33%
$24.46 - $26.5 $172K - $186K
309K $7.57B
GOOG
Alphabet Inc.

Communication Services
3.31K
+ 31.86%
$175.16 - $255.24 $579K - $844K
13.7K $2.43B
VEU
Vanguard Ftse All World Ex Us

ETFs
3.13K
+ 4.08%
$66.38 - $71.68 $208K - $225K
79.9K $5.37B
VTI
Vanguard Total Stock Market Et

ETFs
1.61K
+ 29.43%
$303.93 - $329.86 $488K - $530K
7.07K $2.2B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
7.65K
+ 4.66%
$82.38 - $83.0 $630K - $635K
172K $14.2B
AVGO
Broadcom Inc.

Technology
1.2K
+ 51.2%
$264.74 - $369.57 $316K - $442K
3.53K $1.02B
ZION
Zions Bancorporation, National Association

Financial Services
10.4K
+ 198.06%
$51.2 - $59.15 $533K - $616K
15.7K $844M
QCOM
Qualcomm Inc

Technology
3.55K
+ 182.47%
$145.84 - $173.55 $518K - $616K
5.49K $875M
SLV
I Shares Silver Trust

ETFs
17.2K
New
$32.73 - $42.5 $564K - $732K
17.2K $565M
DFIC
Dimensional ETF Tr Dimensional

ETFs
17.1K
New
$30.76 - $33.01 $526K - $564K
17.1K $560M
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.85K
+ 100.49%
$139.82 - $155.45 $398K - $443K
5.69K $845M
IBM
International Business Machines Corp

Technology
1.17K
+ 33.27%
$234.77 - $292.47 $275K - $342K
4.69K $1.37B
GOOGL
Alphabet Inc.

Communication Services
2.09K
+ 37.23%
$174.36 - $254.72 $364K - $532K
7.69K $1.36B
DELL
Dell Technologies Inc.

Technology
3.82K
New
$120.96 - $141.77 $461K - $541K
3.82K $468M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
26.1K
+ 20.69%
$16.46 - $17.1 $430K - $447K
152K $2.55B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
22.1K
+ 83.5%
$19.49 - $19.61 $431K - $434K
48.6K $950M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
4.8K
+ 100.0%
$79.58 - $83.45 $382K - $401K
9.61K $782M
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
2.89K
+ 2.62%
$25.57 - $27.37 $74K - $79.2K
114K $2.92B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
19.9K
+ 100.0%
$20.41 - $20.67 $406K - $411K
39.8K $816M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
18.7K
+ 69.4%
$20.66 - $20.74 $386K - $388K
45.6K $944M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
19.5K
+ 97.34%
$19.61 - $19.79 $383K - $387K
39.6K $780M
XLV
Select Sector Spdr Fund Health

ETFs
3.38K
+ 45.76%
$129.01 - $139.72 $435K - $472K
10.8K $1.45B
XLF
Financial Sector Spdr

ETFs
7.06K
New
$51.37 - $54.25 $363K - $383K
7.06K $370M
KKR
Kkr & Co. Inc.

Financial Services
2.75K
New
$129.95 - $152.16 $357K - $418K
2.75K $366M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.74K
+ 11.93%
$39.8 - $42.86 $189K - $203K
44.5K $1.8B
MUB
Ishares National Muni Bond ETF

ETFs
3.33K
+ 88.47%
$103.24 - $106.68 $344K - $355K
7.1K $741M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
396
+ 0.89%
$68.24 - $73.73 $27K - $29.2K
44.7K $3.09B
FNDX
Schwab Fundamental U S Large C

ETFs
11.5K
+ 28.38%
$24.38 - $26.34 $280K - $303K
52K $1.28B
SUB
Ishares Short Term National Mu

ETFs
3.01K
New
$106.17 - $107.3 $319K - $322K
3.01K $320M
NVO
Novo Nordisk A S

Healthcare
4.46K
New
$45.38 - $71.7 $202K - $320K
4.46K $308M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.62K
New
$65.64 - $78.22 $238K - $283K
3.62K $269M
NEM
Newmont Corp

Basic Materials
91
+ 0.35%
$57.35 - $85.25 $5.22K - $7.76K
26.3K $1.53B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.34K
+ 22.96%
$42.67 - $46.91 $185K - $204K
23.3K $994M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
7.77K
New
$29.55 - $32.52 $230K - $253K
7.77K $249M
XLU
Utilities Sector Spdr

ETFs
2.79K
+ 38.8%
$81.14 - $87.32 $226K - $244K
9.98K $815M
USRT
Ishares Core U.S. Reit ETF

ETFs
4.26K
New
$55.64 - $59.37 $237K - $253K
4.26K $241M
DIS
Walt Disney CO

Communication Services
1.82K
New
$112.25 - $124.0 $204K - $225K
1.82K $225M
META
Meta Platforms, Inc.

Communication Services
18
+ 1.42%
$695.21 - $791.73 $12.5K - $14.3K
1.28K $947M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
5.11K
New
$41.19 - $43.7 $210K - $223K
5.11K $215M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
736
New
$284.45 - $324.95 $209K - $239K
736 $210M
EOCT
Innovator Etfs Tr Emerging Mar
7.19K
New
N/A
7.19K $203M
Activity Summary
Buys All Purchases 176 New Holdings 34 Increased Positions 142 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 2
Track This Portfolio

Track Nfp Retirement, Inc. Portfolio

Follow Nfp Retirement, 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 Nfp Retirement, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Nfp Retirement, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email