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
ABT
Abbott Laboratories

Healthcare
2
+ 0.07%
$111.93 - $119.39 $224 - $239
2.8K $316M
ABBV
Abb Vie Inc.

Healthcare
376
+ 10.65%
$164.99 - $203.87 $62K - $76.7K
3.91K $694M
VGSH
Vanguard

ETFs
32
+ 0.44%
$58.02 - $58.88 $1.86K - $1.88K
7.24K $421M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.03K
+ 9.66%
$58.88 - $64.8 $237K - $261K
45.7K $2.69B
UUUU
Energy Fuels Inc

Energy
1K
+ 9.09%
$5.11 - $7.29 $5.11K - $7.29K
12K $61.6M
ORCL
Oracle Corp

Technology
1
+ 0.06%
$165.41 - $192.43 $165 - $192
1.57K $262M
VPU
Vanguard Utilities ETF

ETFs
254
+ 5.59%
$160.52 - $179.11 $40.8K - $45.5K
4.8K $784M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
229
+ 2.5%
$45.07 - $47.1 $10.3K - $10.8K
9.4K $425M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
36
+ 1.17%
$74.5 - $78.37 $2.68K - $2.82K
3.11K $233M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.07K
+ 9.46%
$34.13 - $37.35 $139K - $152K
47.1K $1.61B
EEM
Ishares Msci Emerging Markets

ETFs
1.13K
+ 7.97%
$41.82 - $47.36 $47.3K - $53.6K
15.3K $640M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
42
+ 0.29%
$42.33 - $43.3 $1.78K - $1.82K
14.7K $626M
F
Ford Motor CO

Consumer Cyclical
270
+ 1.31%
$9.69 - $11.4 $2.62K - $3.08K
20.9K $207M
SLB
Schlumberger Limited

Energy
155
+ 2.97%
$36.83 - $45.59 $5.71K - $7.07K
5.37K $206M
RTX
Raytheon Technologies Corp

Industrials
3
+ 0.12%
$114.45 - $127.21 $343 - $382
2.53K $293M
FLLV
Franklin Templeton ETF Tr
70
+ 1.1%
N/A
6.41K $355M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.09%
$288.47 - $316.54 $288 - $317
1.08K $313M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
52.1K
+ 197.35%
$27.54 - $83.04 $1.43M - $4.32M
78.5K $2.17B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
63
+ 1.86%
$60.13 - $67.31 $3.79K - $4.24K
3.45K $209M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.57K
+ 1.32%
$113.92 - $127.38 $179K - $200K
121K $13.9B
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
94
+ 1.16%
$49.25 - $53.57 $4.63K - $5.04K
8.22K $407M
TGT
Target Corp

Consumer Defensive
93
+ 4.19%
$121.59 - $160.69 $11.3K - $14.9K
2.31K $313M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
316
+ 0.63%
$49.79 - $51.14 $15.7K - $16.2K
50.7K $2.54B
IDV
Ishares Tr

ETFs
658
+ 3.58%
$27.03 - $29.92 $17.8K - $19.7K
19K $521M
SCHR
Schwab Intermediate Term Us Tr

ETFs
19.7K
+ 100.99%
$24.19 - $50.58 $477K - $998K
39.3K $953M
VNQ
Vanguard Specialized Funds Van

ETFs
288
+ 3.85%
$87.85 - $98.6 $25.3K - $28.4K
7.78K $693M
ADBE
Adobe Inc.

Technology
20
+ 2.8%
$437.39 - $552.96 $8.75K - $11.1K
734 $326M
SO
Southern CO

Utilities
18
+ 0.28%
$81.5 - $94.15 $1.47K - $1.69K
6.55K $539M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
31
+ 0.3%
$47.63 - $52.63 $1.48K - $1.63K
10.2K $492M
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.03%
$161.05 - $179.7 $483 - $539
9.43K $1.58B
CGXU
Capital Group Intl Focus Equit

ETFs
2.5K
+ 4.72%
$24.67 - $26.94 $61.7K - $67.4K
55.5K $1.37B
NEE
Nextera Energy Inc

Utilities
7
+ 0.12%
$69.77 - $85.43 $488 - $598
6.02K $432M
SCHV
Schwab Strategic Tr Us Large C

ETFs
37.8K
+ 192.47%
$25.79 - $80.4 $975K - $3.04M
57.5K $1.5B
O
Realty Income Corp

Real Estate
121
+ 1.29%
$51.76 - $64.71 $6.26K - $7.83K
9.49K $507M
SCHO
Schwab Short Term Us Treasury

ETFs
22K
+ 88.67%
$24.06 - $48.88 $529K - $1.07M
46.7K $1.12B
KO
Coca Cola CO

Consumer Defensive
1.03K
+ 6.36%
$61.74 - $71.71 $63.3K - $73.6K
17.1K $1.07B
JNJ
Johnson & Johnson

Healthcare
232
+ 3.03%
$143.34 - $165.86 $33.3K - $38.5K
7.9K $1.14B
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
1.87K
+ 1.76%
$22.12 - $24.37 $41.3K - $45.5K
108K $2.54B
XOM
Exxon Mobil Corp

Energy
457
+ 2.58%
$105.51 - $125.37 $48.2K - $57.3K
18.2K $1.95B
HD
Home Depot, Inc.

Consumer Cyclical
4
+ 0.05%
$385.02 - $431.37 $1.54K - $1.73K
8.11K $3.15B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.9K
+ 4.76%
$44.04 - $49.49 $304K - $342K
152K $6.69B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
58.8K
+ 94.14%
$18.41 - $40.87 $1.08M - $2.4M
121K $2.24B
VEA
Vanguard Ftse Developed Market

ETFs
24.1K
+ 7.69%
$47.57 - $52.44 $1.15M - $1.26M
337K $16.1B
SCHX
Schwab Strategic Tr Us Large C

ETFs
201K
+ 176.95%
$22.4 - $68.28 $4.51M - $13.7M
315K $7.31B
IQLT
Ishares Msci Intl Quality Fact

ETFs
10.5K
+ 5.0%
$37.12 - $41.23 $388K - $431K
220K $8.16B
AMGN
Amgen Inc

Healthcare
1
+ 0.01%
$258.78 - $328.31 $259 - $328
10.1K $2.64B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.94K
+ 3.59%
$22.63 - $47.53 $43.9K - $92.1K
55.9K $1.27B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.73K
+ 0.76%
$96.64 - $101.23 $457K - $479K
630K $61.1B
IDEV
Ishares Core Msci Intl Develop

ETFs
23.4K
+ 3.24%
$64.18 - $70.42 $1.5M - $1.65M
745K $48B
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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