Nfp Retirement, Inc. Portfolio Holdings by Sector

Nfp Retirement, Inc.

$1.27 Trillion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Consumer Electronics \| Technology AAPL 1 stocks	$18 Million 1.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology VRSN MSFT PANW ADBE PLTR ORCL 6 stocks	$17.2 Million 1.36% of portfolio	5	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services CII BUI BST BME DNP FSK 6 stocks	$11.5 Million 0.91% of portfolio	2	3	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY GILD AMGN JNJ ABBV MRK PFE 7 stocks	$11.5 Million 0.91% of portfolio	4	3	-	-	0 Calls 0 Puts
Credit Services \| Financial Services SOFI AXP V 3 stocks	$9.64 Million 0.76% of portfolio	2	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare BSX MDT ABT SYK 4 stocks	$9.62 Million 0.76% of portfolio	2	1	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI 2 stocks	$8.39 Million 0.67% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AON BRO 2 stocks	$4.93 Million 0.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO QCOM 3 stocks	$4.08 Million 0.32% of portfolio	3	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX CVE 3 stocks	$4.05 Million 0.32% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL META 3 stocks	$3.83 Million 0.3% of portfolio	1	2	-	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate NHI WELL PEAK MPW SBRA 5 stocks	$3.77 Million 0.3% of portfolio	1	4	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$3.45 Million 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST TGT 3 stocks	$2.42 Million 0.19% of portfolio	3	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM WFC BAC 3 stocks	$2.29 Million 0.18% of portfolio	2	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SHW 1 stocks	$1.85 Million 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F 2 stocks	$1.62 Million 0.13% of portfolio	2	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$1.58 Million 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1.48 Million 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology MSI CSCO 2 stocks	$1.45 Million 0.11% of portfolio	1	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM ACN 2 stocks	$1.4 Million 0.11% of portfolio	1	1	-	-	0 Calls 0 Puts
Gold \| Basic Materials NEM HL SBSW 3 stocks	$1.18 Million 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$1.07 Million 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services TFC USB ZION 3 stocks	$1.02 Million 0.08% of portfolio	3	-	1	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive LRN 1 stocks	$992,532 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO NEE 2 stocks	$970,763 0.08% of portfolio	2	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH CI 2 stocks	$946,343 0.08% of portfolio	1	1	1	-	0 Calls 0 Puts
Conglomerates \| Industrials HON MMM 2 stocks	$881,697 0.07% of portfolio	1	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ 2 stocks	$871,148 0.07% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Application \| Technology SHOP CRM DOMO 3 stocks	$831,599 0.07% of portfolio	1	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA RTX 2 stocks	$682,868 0.05% of portfolio	2	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$640,428 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy BTEGF 1 stocks	$608,235 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate O 1 stocks	$506,568 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials ACM 1 stocks	$395,234 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$383,629 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$373,329 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$353,244 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$312,858 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$304,071 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$272,870 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR 1 stocks	$258,069 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROP 1 stocks	$249,528 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX 1 stocks	$226,752 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$215,353 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Uranium \| Energy DNN UUUU 2 stocks	$210,960 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy SLB 1 stocks	$205,740 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Silver \| Basic Materials AG 1 stocks	$181,170 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical SABR 1 stocks	$67,025 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical VEEE 1 stocks	$31,280 0.0% of portfolio	-	2	-	1	0 Calls 0 Puts
ETFs \| ETFs IVV SHV AGG IDEV ONEQ SCHD SPLG VONG 176 stocks	$0 88.95% of portfolio	98	70	9	7	0 Calls 1 Puts

Track This Portfolio

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.

Account

Nfp Retirement, Inc. Portfolio Holdings by Sector

Nfp Retirement, Inc.

Track Nfp Retirement, Inc. Portfolio

Portfolio Update

News