TF

Transamerica Financial Advisors, Inc.

13F
Transamerica Financial Advisors, Inc.
Last update 2024-08-14 557 Stocks (1 new)
Value $937.00 Mil Turnover 0 %
Countries:
Top Holdings: TUG(19.35%)VV(7.19%)BND(2.54%)VO(2.09%)VEA(1.88%)
Portfolio Report
Summary Stock Picks Current Portfolio
Transamerica Financial Advisor... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TUG 		STF Tactical Growth ETF
5,289,213
181320.000
0%
19.350
0%
-
+12.45%
+18.79%
201.062
 
VV 		Vanguard Large Cap ETF
270,041
67410.000
0%
7.190
0%
-
+15.08%
+25.46%
38044.772
 
BND 		Vanguard Total Bond Market ETF
330,646
23820.000
0%
2.540
0%
-
-1.11%
-0.91%
112123.121
 
VO 		Vanguard Mid-Cap ETF
80,711
19540.000
0%
2.090
0%
-
+14.98%
+18.18%
69500.130
 
VEA 		Vanguard FTSE Developed Markets ETF
356,159
17600.000
0%
1.880
0%
-
+6.11%
+6.13%
139204.280
 
IJR 		iShares Core S&P Small-Cap ETF
150,379
16040.000
0%
1.710
0%
-
+14.90%
+14.48%
91959.521
 
NVDA 		NVIDIA Corp
123,027
15200.000
0%
1.620
0%
0.000
+49.84%
+199.31%
3629213.500
Semiconductors
PRN 		Invesco Dorsey Wright Industrials Momentum ETF
113,298
15110.000
0%
1.610
0%
-
+28.67%
+42.87%
376.096
 
PTF 		Invesco Dorsey Wright Technology Momentum ETF
239,005
14800.000
0%
1.580
0%
-
+33.79%
+42.03%
515.836
 
SCHX 		Schwab U.S. Large-Cap ETF
226,343
14540.000
0%
1.550
0%
-
+15.35%
+25.29%
51786.403
 

Transamerica Financial Advisors, Inc.'s Historical Top Holdings Breakdowns

Transamerica Financial Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
QQQ 		INVESCO QQQ Trust2024-06-30Sold Out
-2.65%
●
414.65 ($449.75) 485.21
$512.45
13.94%
Sold Out
0
-58,618
AAPL 		Apple Inc2024-06-30Sold Out
-0.70%
●
165 ($186.49) 216.67
$226.84
21.64%
Sold Out
0
-39,958
AMZN 		Amazon.com Inc2024-06-30Sold Out
-0.58%
●
173.67 ($183.7) 197.85
$209.79
14.21%
Sold Out
0
-31,424
ANET 		Arista Networks Inc2024-06-30Sold Out
-0.51%
●
245.47 ($297.4) 350.48
$428.49
44.08%
Sold Out
0
-17,252
XOM 		Exxon Mobil Corp2024-06-30Add
+0.47%
●
108.36 ($116.47) 122.2
$120.77
3.69%
Add 331.45%
49,587
38,094
GLDM 		SPDR Gold MiniShares Trust2024-06-30Sold Out
-0.47%
●
44.52 ($46.34) 48.11
$53.45
15.33%
Sold Out
0
-105,413
PXD Pioneer Natural Resources Co2024-06-30Sold Out
-0.44%
●
263.96 ($270.84) 275.52
$269.62
-0.45%
Sold Out
0
-16,396
FDN 		First Trust Dow Jones Internet Index Fund2024-06-30Sold Out
-0.28%
●
192.91 ($200.75) 207.84
$235.21
17.17%
Sold Out
0
-13,353
AVEM 		Avantis Emerging Markets Equity ETF2024-06-30Sold Out
-0.28%
●
56.42 ($59.95) 62.42
$64.19
7.07%
Sold Out
0
-47,528
BAC 		Bank of America Corp2024-06-30Sold Out
-0.16%
●
34.68 ($38.32) 40.02
$44.75
16.78%
Sold Out
0
-40,688

Transamerica Financial Advisors, Inc. Total Holding History ($B)

To

Transamerica Financial Advisors, Inc.'s Asset Allocation

To

Transamerica Financial Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Transamerica Financial Advisors, Inc.'s Hypothetical Growth since 2024-06-30

Transamerica Financial Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Transamerica Financial Advisors, Inc.'s Holdings Heat Map

Size field:

Transamerica Financial Advisors, Inc.'s Holdings Bubble Chart

Transamerica Financial Advisors, Inc. News

  • 1

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