Transamerica Financial Advisors, LLC Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$980.4M

Holdings

579

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (579 positions)

#StockSharesValue% PortfolioType
101
FXOFIRST TR EXCHANGE TRADED FD
41,698$2.2M0.23%
102
FXRFIRST TR EXCHANGE TRADED FD
30,615$2.1M0.22%
103
IYWISHARES TR
14,915$2.1M0.21%
104
QTECFIRST TR NASDAQ 100 TECH IND
11,942$2.1M0.21%
105
SPSMSPDR SER TR
50,486$2.1M0.21%
106
FXUFIRST TR EXCHANGE TRADED FD
49,410$2.0M0.21%
107
TTDTHE TRADE DESK INC
34,806$1.9M0.19%
108
JPMJPMORGAN CHASE & CO.
7,578$1.9M0.19%
109
FLGVFRANKLIN TEMPLETON ETF TR
89,652$1.8M0.19%
110
CVXCHEVRON CORP NEW
11,009$1.8M0.19%
111
EWJISHARES INC
26,833$1.8M0.19%
112
MLPXGLOBAL X FDS
28,451$1.8M0.19%
113
VSSVANGUARD INTL EQUITY INDEX F
15,626$1.8M0.18%
114
XOMEXXON MOBIL CORP
15,075$1.8M0.18%
115
IWFISHARES TR
4,960$1.8M0.18%
116
JNJJOHNSON & JOHNSON
10,569$1.8M0.18%
117
XLYSELECT SECTOR SPDR TR
8,734$1.7M0.18%
118
EZUISHARES INC
31,150$1.7M0.17%
119
SPBOSPDR SER TR
56,472$1.6M0.17%
120
CARYANGEL OAK FUNDS TRUST
77,487$1.6M0.16%
121
PDBCINVESCO ACTVELY MNGD ETC FD
117,861$1.6M0.16%
122
FJPFIRST TR EXCH TRD ALPHDX FD
29,299$1.6M0.16%
123
COPCONOCOPHILLIPS
15,041$1.6M0.16%
124
RTXRTX CORPORATION
11,910$1.6M0.16%
125
XLRESELECT SECTOR SPDR TR
36,921$1.5M0.16%
126
BCCCGLOBAL X FDS
40,886$1.5M0.16%
127
AGGISHARES TR
15,144$1.5M0.15%
128
BMYBRISTOL-MYERS SQUIBB CO
24,065$1.5M0.15%
129
GILDGILEAD SCIENCES INC
13,059$1.5M0.15%
130
UNHUNITEDHEALTH GROUP INC
2,740$1.4M0.15%
131
CATCATERPILLAR INC
4,299$1.4M0.14%
132
TRVTRAVELERS COMPANIES INC
4,942$1.3M0.13%
133
FTCFIRST TRUST LRGCP GWT ALPHAD
9,672$1.3M0.13%
134
MDLZMONDELEZ INTL INC
18,622$1.3M0.13%
135
XLISELECT SECTOR SPDR TR
9,611$1.3M0.13%
136
FEXFIRST TR LRGE CP CORE ALPHA
12,147$1.2M0.13%
137
GDXVANECK ETF TRUST
26,553$1.2M0.12%
138
KMBKIMBERLY-CLARK CORP
8,207$1.2M0.12%
139
CSCOCISCO SYS INC
18,826$1.2M0.12%
140
FNYFIRST TR EXCHANGE-TRADED ALP
15,333$1.1M0.12%
141
FXFINVESCO CURRENCYSHARES SWISS
11,286$1.1M0.12%
142
PNCPNC FINL SVCS GROUP INC
6,357$1.1M0.11%
143
CMICUMMINS INC
3,469$1.1M0.11%
144
CMECME GROUP INC
4,074$1.1M0.11%
145
OMCOMNICOM GROUP INC
12,832$1.1M0.11%
146
FLCHFRANKLIN TEMPLETON ETF TR
49,268$1.1M0.11%
147
ADPAUTOMATIC DATA PROCESSING IN
3,371$1.0M0.11%
148
VCITVANGUARD SCOTTSDALE FDS
12,540$1.0M0.10%
149
BKBANK NEW YORK MELLON CORP
12,168$1.0M0.10%
150
AFLAFLAC INC
9,137$1.0M0.10%
151
PAYXPAYCHEX INC
6,535$1.0M0.10%
152
KOCOCA COLA CO
14,083$1.0M0.10%
153
ADIANALOG DEVICES INC
4,982$1.0M0.10%
154
EUFNISHARES TR
34,949$996K0.10%
155
LMTLOCKHEED MARTIN CORP
2,224$994K0.10%
156
ABBVABBVIE INC
4,722$990K0.10%
157
PG4PRINCIPAL FINANCIAL GROUP IN
11,695$987K0.10%
158
PGPROCTER AND GAMBLE CO
5,709$973K0.10%
159
UNPUNION PAC CORP
4,109$971K0.10%
160
PEPPEPSICO INC
6,458$969K0.10%
161
BLKBLACKROCK INC
1,021$966K0.10%
162
GLWCORNING INC
20,999$962K0.10%
163
JAAAJANUS DETROIT STR TR
18,894$959K0.10%
164
QCOMQUALCOMM INC
6,197$952K0.10%
165
TXNTEXAS INSTRS INC
5,266$947K0.10%
166
CMCSACOMCAST CORP NEW
25,560$944K0.10%
167
ITWILLINOIS TOOL WKS INC
3,755$932K0.10%
168
EOGEOG RES INC
7,219$926K0.09%
169
VLOVALERO ENERGY CORP
6,710$887K0.09%
170
JNKSPDR SER TR
9,093$867K0.09%
171
SPSBSPDR SER TR
28,608$862K0.09%
172
CLCOLGATE PALMOLIVE CO
9,179$860K0.09%
173
SRLNSSGA ACTIVE ETF TR
20,819$857K0.09%
174
MDTMEDTRONIC PLC
8,647$777K0.08%
175
GPCGENUINE PARTS CO
6,517$777K0.08%
176
SIVRABRDN SILVER ETF TRUST
23,139$753K0.08%
177
4I1PHILIP MORRIS INTL INC
4,670$742K0.08%
178
GDGENERAL DYNAMICS CORP
2,618$714K0.07%
179
MCDMCDONALDS CORP
2,254$705K0.07%
180
BBYBEST BUY INC
9,343$688K0.07%
181
ABTABBOTT LABS
5,165$686K0.07%
182
BACVERIZON COMMUNICATIONS INC
14,818$673K0.07%
183
PKGPACKAGING CORP AMER
3,393$672K0.07%
184
WFCWELLS FARGO CO NEW
9,205$661K0.07%
185
DWDMORGAN STANLEY
5,531$646K0.07%
186
SBUXSTARBUCKS CORP
6,561$644K0.07%
187
7HPHP INC
23,013$638K0.07%
188
XOPSPDR SER TR
4,781$630K0.06%
189
RHCRH PLC
6,682$588K0.06%
190
SPIBSPDR SER TR
16,375$545K0.06%
191
XBISPDR SER TR
5,732$465K0.05%
192
FLGBFRANKLIN TEMPLETON ETF TR
15,757$452K0.05%
193
CBCHUBB LIMITED
1,441$435K0.04%
194
ICVTISHARES TR
5,195$435K0.04%
195
TRVCCITIGROUP INC
6,066$431K0.04%
196
DEDEERE & CO
887$416K0.04%
197
ULUNILEVER PLC
6,869$410K0.04%
198
EEMVISHARES INC
6,722$393K0.04%
199
BACBANK AMERICA CORP
8,965$375K0.04%
200
MMM3M CO
2,312$340K0.03%
PreviousPage 2 of 6Next