Transamerica Financial Advisors, Inc. Portfolio Holdings

Transamerica Financial Advisors, Inc.

  • $982 Million
  • Q3 2025

Transamerica Financial Advisors, Inc. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $982 Million distributed in 1601 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $78.7M, Invesco Qqq Trust, Series 1 with a value of $39.4M, Vanguard Bd Index Fd Inc Total with a value of $33.6M, Vanguard Mid Cap ETF with a value of $23.7M, and Vanguard Ftse Developed Market with a value of $23.3M.

Examining the 13F form we can see an increase of $111M in the current position value, from $871M to 982M.

Transamerica Financial Advisors, Inc. is based out at Clearwater, FL

Below you can find more details about Transamerica Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $982 Million
ETFs: $641 Million
Technology: $112 Million
Financial Services: $43.3 Million
Industrials: $41.5 Million
Consumer Cyclical: $33.3 Million
Healthcare: $31.6 Million
Communication Services: $30.7 Million
Consumer Defensive: $16.2 Million
Other: $32.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$78.7 Million 8.01% of portfolio
255,588
Q3 2025 Added 0.45%
$0
$39.4 Million 4.01% of portfolio
65,619
Q3 2025 Added 0.89%
$0
$33.6 Million 3.42% of portfolio
451,490
Q3 2025 Added 0.95%
$0
$23.7 Million 2.41% of portfolio
80,709
Q3 2025 Added 0.46%
$0
$23.3 Million 2.37% of portfolio
388,403
Q3 2025 Added 5.02%
$0
$23.1 Million 2.35% of portfolio
876,688
Q3 2025 Added 0.97%
$0
$19.7 Million 2.0% of portfolio
79,656
Q3 2025 Added 0.89%
$0
$19.2 Million 1.96% of portfolio
111,380
Q3 2025 Reduced 4.48%
$0
$18.7 Million 1.91% of portfolio
157,533
Q3 2025 Reduced 0.01%
$465B
$18.1 Million 1.84% of portfolio
96,807
Q3 2025 Added 23.22%
$0
$15.9 Million 1.62% of portfolio
212,673
Q3 2025 Reduced 4.55%
$0
$15.6 Million 1.59% of portfolio
269,825
Q3 2025 Reduced 4.25%
$0
$15 Million 1.52% of portfolio
394,242
Q3 2025 Added 0.45%
$0
$12.6 Million 1.28% of portfolio
299,309
Q3 2025 Added 1.77%
$3.78T
$12.3 Million 1.26% of portfolio
23,822
Q3 2025 Added 28.71%
$4.3T
$11.8 Million 1.2% of portfolio
46,318
Q3 2025 Added 36.15%
$0
$11.4 Million 1.16% of portfolio
118,105
Q3 2025 Added 17.86%
$139B
$10.3 Million 1.05% of portfolio
31,272
Q3 2025 Added 21.3%
$0
$10.3 Million 1.04% of portfolio
15,339
Q3 2025 Added 9.6%
$1.37T
$9.93 Million 1.01% of portfolio
13,522
Q3 2025 Added 16.89%
$0
$9.95 Million 1.01% of portfolio
201,219
Q3 2025 Added 4.98%
$0
$9.29 Million 0.95% of portfolio
118,616
Q3 2025 Reduced 4.45%
$0
$9.22 Million 0.94% of portfolio
31,392
Q3 2025 Added 0.88%
$0
$8.96 Million 0.91% of portfolio
332,489
Q3 2025 Added 0.8%
$1.65T
$8.87 Million 0.9% of portfolio
36,503
Q3 2025 Added 19.76%
$0
$8.68 Million 0.88% of portfolio
333,765
Q3 2025 Reduced 7.92%
$0
$8.67 Million 0.88% of portfolio
190,534
Q3 2025 Added 0.43%
$265B
$7.67 Million 0.78% of portfolio
9,630
Q3 2025 Added 3.17%
$2.39T
$7.54 Million 0.77% of portfolio
34,333
Q3 2025 Added 25.02%
$11.9B
$7.43 Million 0.76% of portfolio
97,126
Q3 2025 Added 5.58%
$49.1B
$7.38 Million 0.75% of portfolio
6,153
Q3 2025 Added 23.06%
$0
$7.15 Million 0.73% of portfolio
89,512
Q3 2025 Added 1.28%
$140B
$6.78 Million 0.69% of portfolio
18,114
Q3 2025 Added 0.8%
$0
$6.65 Million 0.68% of portfolio
123,430
Q3 2025 Added 8.94%
$170B
$6.58 Million 0.67% of portfolio
45,542
Q3 2025 Added 2.89%
$84.4B
$6.25 Million 0.64% of portfolio
31,831
Q3 2025 Reduced 28.74%
$0
$6.16 Million 0.63% of portfolio
91,470
Q3 2025 Added 0.56%
$533B
$6.2 Million 0.63% of portfolio
18,164
Q3 2025 Added 7.85%
$367B
$5.99 Million 0.61% of portfolio
14,778
Q3 2025 Added 0.24%
$169B
$5.93 Million 0.6% of portfolio
6,444
Q3 2025 Added 0.39%
$404B
$5.8 Million 0.59% of portfolio
6,264
Q3 2025 Added 5.88%
$34.7B
$5.8 Million 0.59% of portfolio
40,930
Q3 2025 Added 1.42%
$147B
$5.54 Million 0.56% of portfolio
56,766
Q3 2025 Reduced 0.49%
$6.2B
$5.36 Million 0.55% of portfolio
49,751
Q3 2025 Reduced 0.32%
$73.7B
$5.17 Million 0.53% of portfolio
18,867
Q3 2025 Reduced 1.58%
$0
$5.25 Million 0.53% of portfolio
188,984
Q3 2025 Added 0.66%
$107B
$5.16 Million 0.53% of portfolio
6,804
Q3 2025 Added 0.79%
$181B
$5.2 Million 0.53% of portfolio
53,069
Q3 2025 Added 2.87%
$79.6B
$4.91 Million 0.5% of portfolio
39,637
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 1,601
  • Current Value $982 Million
  • Prior Value $871 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1,042 stocks
  • Additional Purchases 363 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 122 stocks
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