Nfp Retirement, Inc. Purchases in Q3 2025

Nfp Retirement, Inc.

  • $2.18 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
226
+ 12.83%
$218.96 - $328.33 $49.5K - $74.2K
1.99K $435M
FLLV
Franklin Templeton ETF Tr
2.92K
+ 32.53%
N/A
11.9K $683M
BA
Boeing CO

Industrials
391
+ 18.49%
$209.79 - $237.38 $82K - $92.8K
2.51K $525M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.69K
+ 2.34%
$55.61 - $57.37 $205K - $212K
161K $9.16B
COST
Costco Wholesale Corp

Consumer Defensive
118
+ 11.98%
$915.95 - $994.57 $108K - $117K
1.1K $1.09B
MCD
Mcdonalds Corp

Consumer Cyclical
621
+ 56.92%
$291.67 - $316.99 $181K - $197K
1.71K $500M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.52K
+ 25.33%
$84.28 - $89.46 $128K - $136K
7.54K $631M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.33K
+ 25.75%
$53.81 - $57.52 $125K - $134K
11.4K $619M
Isoenergy LTD
19K
New
N/A
19K $136M
VCR
Vanguard Consumer Discretionar

ETFs
78
+ 3.35%
$359.61 - $401.35 $28K - $31.3K
2.41K $872M
AAPL
Apple Inc.

Technology
5.29K
+ 7.36%
$202.38 - $256.87 $1.07M - $1.36M
77.2K $16.1B
VOX
Vanguard Communication Service

ETFs
117
+ 2.86%
$169.0 - $192.17 $19.8K - $22.5K
4.21K $719M
RTX
Raytheon Technologies Corp

Industrials
519
+ 20.66%
$144.19 - $167.33 $74.8K - $86.8K
3.03K $443M
EEM
Ishares Msci Emerging Markets

ETFs
657
+ 4.21%
$48.07 - $53.4 $31.6K - $35.1K
16.3K $784M
VCIT
Vanguard Intermediate Term Cor

ETFs
631
+ 1.58%
$81.75 - $84.54 $51.6K - $53.3K
40.6K $3.37B
LFVN
Lifevantage Corp

Consumer Defensive
10K
New
$9.73 - $14.51 $97.7K - $146K
10K $97.7M
IWD
Ishares Russell 1000 Val ETF

ETFs
422
+ 18.24%
$192.76 - $203.86 $81.3K - $86K
2.74K $531M
PANW
Palo Alto Networks Inc

Technology
10
+ 0.37%
$167.06 - $208.19 $1.67K - $2.08K
2.73K $558M
EFA
Ishares Tr Msci Eafe ETF

ETFs
39
+ 0.35%
$87.29 - $93.61 $3.4K - $3.65K
11.2K $1B
AXP
American Express CO

Financial Services
13
+ 0.77%
$294.27 - $342.31 $3.83K - $4.45K
1.71K $545M
BSJR
Invesco Indx Tr

ETFs
3.61K
+ 20.0%
$22.64 - $22.85 $81.6K - $82.4K
21.6K $491M
USB
Us Bancorp \De\

Financial Services
1.23K
+ 18.23%
$43.94 - $50.41 $54K - $61.9K
7.96K $360M
IDV
Ishares Tr

ETFs
211
+ 1.1%
$34.54 - $37.28 $7.29K - $7.87K
19.3K $666M
AVUV
American Centy ETF Tr Avantis

ETFs
633
+ 19.87%
$90.37 - $102.12 $57.2K - $64.6K
3.82K $348M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
41
+ 0.41%
$79.76 - $85.78 $3.27K - $3.52K
10K $804M
Encore Energy Corp
3.5K
+ 9.21%
N/A
41.5K $119M
VFH
Vanguard Financial ETF

ETFs
116
+ 1.77%
$125.23 - $132.78 $14.5K - $15.4K
6.67K $850M
SCHV
Schwab Strategic Tr Us Large C

ETFs
588
+ 1.33%
$27.61 - $29.15 $16.2K - $17.1K
44.9K $1.24B
CAT
Caterpillar Inc

Industrials
11
+ 1.09%
$390.92 - $477.15 $4.3K - $5.25K
1.02K $397M
VXF
Vanguard Extended Market ETF

ETFs
11
+ 0.37%
$193.58 - $213.07 $2.13K - $2.34K
2.98K $574M
CSCO
Cisco Systems, Inc.

Technology
164
+ 2.73%
$66.2 - $71.79 $10.9K - $11.8K
6.18K $428M
V
Visa Inc.

Financial Services
151
+ 17.68%
$332.09 - $358.86 $50.1K - $54.2K
1.01K $357M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.4K
+ 3.68%
$49.09 - $50.58 $68.9K - $71K
39.5K $1.96B
HON
Honeywell International Inc

Industrials
13
+ 0.53%
$207.7 - $240.4 $2.7K - $3.13K
2.48K $578M
VOT
Vanguard Mid Cap Growth Index

ETFs
29
+ 2.77%
$282.75 - $294.19 $8.2K - $8.53K
1.08K $306M
Fidelity Covington Trust
891
+ 4.56%
N/A
20.4K $650M
VDC
Vanguard Consumer Staples ETF

ETFs
188
+ 0.71%
$212.64 - $225.25 $40K - $42.3K
26.6K $5.83B
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
1.51K
+ 3.4%
$23.27 - $23.51 $35.1K - $35.5K
45.9K $1.07B
IWR
Ishares Russell Mid Cap ETF

ETFs
130
+ 3.16%
$92.26 - $97.51 $12K - $12.7K
4.25K $391M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1
+ 0.16%
$393.18 - $439.39 $393 - $439
640 $254M
VPU
Vanguard Utilities ETF

ETFs
60
+ 1.26%
$175.25 - $189.41 $10.5K - $11.4K
4.83K $852M
DFAS
Dimensional ETF Tr U S Small C

ETFs
41
+ 0.54%
$63.41 - $69.69 $2.6K - $2.86K
7.62K $485M
RIG
Transocean Ltd.

Energy
12.5K
New
$2.55 - $3.64 $31.9K - $45.5K
12.5K $32.4M
VAW
Vanguard Materials ETF

ETFs
107
+ 6.12%
$193.21 - $210.15 $20.7K - $22.5K
1.85K $361M
Pimco ETF Tr
420
+ 0.6%
N/A
70.9K $1.88B
BORR
Borr Drilling LTD

Energy
12.5K
New
$1.86 - $3.17 $23.3K - $39.6K
12.5K $22.9M
SCHO
Schwab Short Term Us Treasury

ETFs
801
+ 2.02%
$24.23 - $24.42 $19.4K - $19.6K
40.4K $985M
PY
Principal Exchange Traded Fund

ETFs
324
+ 6.04%
$49.34 - $52.49 $16K - $17K
5.68K $282M
SCHR
Schwab Intermediate Term Us Tr

ETFs
463
+ 1.17%
$24.69 - $25.26 $11.4K - $11.7K
40K $1B
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
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