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%
-
-3.69%
+12.57%
188.013
 
VV 		Vanguard Large Cap ETF
270,041
67410.000
0%
7.190
0%
-
+4.70%
+20.20%
36607.497
 
BND 		Vanguard Total Bond Market ETF
330,646
23820.000
0%
2.540
0%
-
+3.76%
+2.31%
112029.775
 
VO 		Vanguard Mid-Cap ETF
80,711
19540.000
0%
2.090
0%
-
+7.91%
+13.06%
66801.285
 
VEA 		Vanguard FTSE Developed Markets ETF
356,159
17600.000
0%
1.880
0%
-
+6.25%
+8.89%
137580.285
 
IJR 		iShares Core S&P Small-Cap ETF
150,379
16040.000
0%
1.710
0%
-
+10.91%
+8.03%
86178.462
 
NVDA 		NVIDIA Corp
123,027
15200.000
0%
1.620
0%
0.000
-8.14%
+134.81%
2851857.800
Semiconductors
PRN 		Invesco Dorsey Wright Industrials Momentum ETF
113,298
15110.000
0%
1.610
0%
-
+12.42%
+28.36%
310.121
 
PTF 		Invesco Dorsey Wright Technology Momentum ETF
239,005
14800.000
0%
1.580
0%
-
+3.41%
+24.27%
448.788
 
SCHX 		Schwab U.S. Large-Cap ETF
226,343
14540.000
0%
1.550
0%
-
+4.79%
+19.84%
46113.278
 

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
$483.04
7.40%
Sold Out
0
-58,618
AAPL 		Apple Inc2024-06-30Sold Out
-0.70%
●
165 ($186.49) 216.67
$226.47
21.44%
Sold Out
0
-39,958
AMZN 		Amazon.com Inc2024-06-30Sold Out
-0.58%
●
173.67 ($183.7) 197.85
$193.88
5.54%
Sold Out
0
-31,424
ANET 		Arista Networks Inc2024-06-30Sold Out
-0.51%
●
245.47 ($297.4) 350.48
$385.57
29.65%
Sold Out
0
-17,252
XOM 		Exxon Mobil Corp2024-06-30Add
+0.47%
●
108.36 ($116.47) 122.2
$117.36
0.76%
Add 331.45%
49,587
38,094
GLDM 		SPDR Gold MiniShares Trust2024-06-30Sold Out
-0.47%
●
44.52 ($46.34) 48.11
$52.05
12.32%
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
$210.72
4.97%
Sold Out
0
-13,353
AVEM 		Avantis Emerging Markets Equity ETF2024-06-30Sold Out
-0.28%
●
56.42 ($59.95) 62.42
$62.24
3.82%
Sold Out
0
-47,528
BAC 		Bank of America Corp2024-06-30Sold Out
-0.16%
●
34.68 ($38.32) 40.02
$39.87
4.04%
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

Discussions on Transamerica Financial Advisors, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.