Nfp Retirement, Inc. Incresed Positions in Q4 2024

Nfp Retirement, Inc.

  • $1.27 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
31.9K
+ 79.66%
$221.69 - $259.02 $7.07M - $8.26M
71.9K $18B
IVV
Ishares Core S&P 500 ETF

ETFs
1.57K
+ 0.42%
$570.51 - $610.59 $898K - $961K
380K $224B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
112K
+ 25.55%
$44.87 - $46.86 $5.04M - $5.26M
552K $24.7B
AMZN
Amazon Com Inc

Consumer Cyclical
14.5K
+ 65.08%
$180.88 - $232.93 $2.62M - $3.38M
36.8K $8.07B
SHV
Ishares Tr

ETFs
24.7K
+ 2.12%
$109.92 - $110.57 $2.72M - $2.74M
1.19M $131B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.04K
+ 1.86%
$481.22 - $538.17 $500K - $560K
56.9K $29.1B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
37.9K
+ 54.9%
$50.14 - $52.56 $1.9M - $1.99M
107K $5.38B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7.44K
+ 1.61%
$66.77 - $71.52 $497K - $532K
470K $32.4B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
19.9K
+ 141.91%
$50.02 - $51.24 $996K - $1.02M
33.9K $1.7B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
11.9K
+ 8.61%
$81.68 - $82.93 $971K - $985K
150K $12.3B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
11.9K
+ 7.1%
$77.86 - $79.27 $929K - $946K
180K $14B
VO
Vanguard Mid Cap ETF

ETFs
2.45K
+ 3.61%
$261.5 - $284.63 $641K - $698K
70.3K $18.6B
FPE
First Tr Pfd Secs & Income ETF

ETFs
51.1K
+ 7.56%
$17.65 - $18.18 $902K - $929K
727K $12.9B
NVDA
Nvidia Corp

Technology
2.2K
+ 9.74%
$117.0 - $148.88 $258K - $328K
24.8K $3.33B
TSLA
Tesla, Inc.

Consumer Cyclical
65
+ 1.9%
$213.65 - $479.86 $13.9K - $31.2K
3.49K $1.41B
VB
Vanguard Small Cap ETF

ETFs
1.93K
+ 22.96%
$233.76 - $261.58 $451K - $505K
10.3K $2.48B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
849K
+ 213.65%
$26.93 - $84.95 $22.9M - $72.1M
1.25M $34.1B
PRF
Invesco Exchange Traded Fd Tr

ETFs
13.5K
+ 4.33%
$40.15 - $42.9 $543K - $581K
326K $13.1B
SPY
Spdr S&P 500 ETF Trust

ETFs
639
+ 11.15%
$567.81 - $607.81 $363K - $388K
6.37K $3.73B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
404
+ 2.17%
$521.84 - $558.82 $211K - $226K
19.1K $10.3B
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.8K
+ 8.6%
$57.53 - $60.83 $678K - $717K
149K $8.56B
FNDA
Schwab Fundamental U S Small C

ETFs
149K
+ 109.9%
$29.26 - $59.11 $4.36M - $8.81M
285K $8.46B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
7.82K
+ 37.44%
$46.33 - $48.6 $362K - $380K
28.7K $1.33B
VCIT
Vanguard Intermediate Term Cor

ETFs
5.93K
+ 16.36%
$80.13 - $83.77 $475K - $497K
42.2K $3.39B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.45K
+ 24.99%
$100.24 - $101.35 $346K - $350K
17.3K $1.74B
Pimco ETF Tr
13.9K
+ 23.5%
N/A
73.1K $1.89B
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
12.6K
+ 45.54%
$23.25 - $23.56 $293K - $297K
40.3K $938M
SCHA
Schwab Strategic Tr Us Small C

ETFs
104K
+ 110.44%
$25.33 - $51.16 $2.64M - $5.33M
199K $5.13B
Fidelity Covington Trust
7.7K
+ 76.77%
N/A
17.7K $540M
IOCT
Innovator Etfs Tr Intl Dev Pow
7.72K
+ 78.29%
N/A
17.6K $515M
VBK
Vanguard Small Cap Growth ETF

ETFs
420
+ 6.43%
$264.18 - $304.19 $111K - $128K
6.95K $1.95B
WMT
Walmart Inc.

Consumer Defensive
856
+ 6.84%
$79.1 - $95.7 $67.7K - $81.9K
13.4K $1.21B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.24K
+ 1.12%
$61.68 - $67.87 $200K - $220K
293K $18.2B
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
5.3K
+ 2.95%
$19.23 - $20.44 $102K - $108K
185K $3.73B
IAPR
Innovator Etfs Tr Internationa

ETFs
7.52K
+ 41.25%
$26.66 - $28.18 $200K - $212K
25.7K $687M
JPM
Jpmorgan Chase & CO

Financial Services
230
+ 5.99%
$205.18 - $250.29 $47.2K - $57.6K
4.07K $975M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
3.54K
+ 5.21%
$31.36 - $32.75 $111K - $116K
71.5K $2.31B
AVGO
Broadcom Inc.

Technology
244
+ 14.0%
$159.67 - $250.0 $39K - $61K
1.99K $461M
GOOGL
Alphabet Inc.

Communication Services
174
+ 3.33%
$161.86 - $196.66 $28.2K - $34.2K
5.39K $1.02B
JPIE
J P Morgan Exchange Traded Fd
3K
+ 44.78%
$45.59 - $46.25 $137K - $139K
9.7K $443M
SPSB
Spdr Portfolio Short Term Corp

ETFs
4.8K
+ 18.16%
$29.77 - $30.19 $143K - $145K
31.2K $933M
BA
Boeing CO

Industrials
437
+ 24.75%
$138.14 - $180.72 $60.4K - $79K
2.2K $390M
AXP
American Express CO

Financial Services
1
+ 0.06%
$267.35 - $305.57 $267 - $306
1.7K $503M
FNDX
Schwab Fundamental U S Large C

ETFs
25.7K
+ 249.49%
$23.49 - $71.77 $603K - $1.84M
36K $852M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
1.83K
+ 5.69%
$93.52 - $95.37 $171K - $174K
33.9K $3.18B
PANW
Palo Alto Networks Inc

Technology
1.35K
+ 100.0%
$181.96 - $405.9 $246K - $548K
2.7K $492M
VCR
Vanguard Consumer Discretionar

ETFs
78
+ 3.49%
$328.51 - $401.37 $25.6K - $31.3K
2.32K $869M
VBR
Vanguard Small Cap Value ETF

ETFs
708
+ 5.38%
$197.36 - $217.3 $140K - $154K
13.9K $2.75B
CRM
Salesforce, Inc.

Technology
68
+ 6.52%
$270.87 - $367.87 $18.4K - $25K
1.11K $371M
Activity Summary
Buys All Purchases 167 New Holdings 17 Increased Positions 150 Sells All Sells 101 Reductions 91 Sold out 10 Options Calls 0 Puts 1
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