Transamerica Financial Advisors, Inc. has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.01 Billion distributed in 575 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Listed Fd Tr with a value of $166M, Vanguard Large Cap ETF with a value of $67.3M, Invesco Qqq Trust, Series 1 with a value of $31.1M, Vanguard Bd Index Fd Inc Total with a value of $30.6M, and Vanguard Mid Cap ETF with a value of $20.3M.
Examining the 13F form we can see an decrease of $14M in the current position value, from $1.02B to 1.01B.
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
$1.01 Billion
ETFs: $540 Million
Technology: $76.2 Million
Financial Services: $34.7 Million
Industrials: $33.8 Million
Healthcare: $33.1 Million
Consumer Cyclical: $31.4 Million
Communication Services: $19.7 Million
Consumer Defensive: $15.1 Million
Other: $26.9 Million
Stock Holdings Table Market Cap. of $200 Billions or more
