HoldingsChannel.com
Transamerica Financial Advisors Inc. Top Holdings
As of  09/30/2022, below is a summary of the Transamerica Financial Advisors Inc. top holdings by largest position size, as per the latest 13f filing made by Transamerica Financial Advisors Inc.. In the Transamerica Financial Advisors Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Transamerica Financial Advisors Inc. in that top holding, then the share count change between reporting periods, and finally the Transamerica Financial Advisors Inc. top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
LISTED FD TR 5,880,050 -285,910 $139,681
     TUG5,880,050-285,910$139,681
VANGUARD INDEX FDS (VV) 300,520 +15,264 $49,153
     VV300,520+15,264$49,153
ISHARES TR (SHY) 344,233 -130,648 $27,956
     SHY344,233-130,648$27,956
VANGUARD BD INDEX FDS (BND) 293,318 -25,982 $20,923
     BND293,318-25,982$20,923
ISHARES TR (IWR) 256,422 +12,795 $15,937
     IWR256,422+12,795$15,937
PGIM ETF TR (PULS) 317,187 +317,187 $15,568
     PULS317,187+317,187$15,568
VANGUARD TAX MANAGED FDS (VEA) 371,411 +14,796 $13,505
     VEA371,411+14,796$13,505
INVESCO EXCHANGE TRADED FD T (PSL) 176,369 -6,521 $13,196
     PSL176,369-6,521$13,196
ISHARES TR (IEF) 134,373 -50,988 $12,899
     IEF134,373-50,988$12,899
ISHARES TR (TIP) 121,126 -56,879 $12,707
     TIP121,126-56,879$12,707
INVESCO EXCHANGE TRADED FD T (PUI) 391,049 -13,972 $12,533
     PUI391,049-13,972$12,533
INVESCO EXCHANGE TRADED FD T (PXI) 287,340 -10,227 $11,287
     PXI287,340-10,227$11,287
INVESCO EXCHANGE TRADED FD T (PFI) 283,285 +282,967 $10,853
     PFI283,285+282,967$10,853
ISHARES TR (IJR) 123,488 +2,549 $10,767
     IJR123,488+2,549$10,767
INVESCO EXCH TRADED FD TR II (SPLV) 178,624 +44,935 $10,330
     SPLV178,624+44,935$10,330
INVESCO ACTVELY MNGD ETC FD 574,574 -207,786 $9,297
     PDBC574,574-207,786$9,297
ISHARES TR (TLT) 89,428 +81,196 $9,162
     TLT89,428+81,196$9,162
WISDOMTREE TR 338,564 +6,895 $8,336
     XSOE338,564+6,895$8,336
VANGUARD SCOTTSDALE FDS (VGSH) 142,016 -74,414 $8,208
     VGSH142,016-74,414$8,208
VANGUARD INDEX FDS (VNQ) 91,064 +3,101 $7,301
     VNQ91,064+3,101$7,301
LISTED FD TR 310,911 -13,591 $6,705
     TUGN310,911-13,591$6,705
SPDR SER TR (CWB) 103,802 +103,684 $6,571
     CWB103,802+103,684$6,571
VANGUARD CHARLOTTE FDS (BNDX) 131,143 -10,536 $6,260
     BNDX131,143-10,536$6,260
VANGUARD SCOTTSDALE FDS (VCSH) 73,271 -8,038 $5,443
     VCSH73,271-8,038$5,443
SCHWAB STRATEGIC TR 171,978 +12,286 $4,773
     SCHC171,978+12,286$4,773
SCHWAB STRATEGIC TR 110,026 -3,597 $4,660
     SCHX110,026-3,597$4,660
SPDR SER TR (SHM) 93,568 -8,025 $4,313
     SHM93,568-8,025$4,313
VANECK ETF TRUST (ANGL) 160,715 -2,161 $4,216
     ANGL160,715-2,161$4,216
ISHARES TR (USMV) 60,165 +4,755 $3,977
     USMV60,165+4,755$3,977
SPDR INDEX SHS FDS (EWX) 85,942 +3,659 $3,916
     EWX85,942+3,659$3,916
INVESCO EXCH TRADED FD TR II (QQQM) 34,094 +1,147 $3,749
     QQQM34,094+1,147$3,749
SELECT SECTOR SPDR TR (XLK) 31,129 +868 $3,698
     XLK31,129+868$3,698
SELECT SECTOR SPDR TR (XLF) 121,525 +20,195 $3,690
     XLF121,525+20,195$3,690
WALMART INC 25,677 +8,718 $3,331
     WMT25,677+8,718$3,331
PFIZER INC 67,391 +4,201 $2,950
     PFE67,391+4,201$2,950
LOCKHEED MARTIN CORP 7,619 +3,452 $2,943
     LMT7,619+3,452$2,943
VANGUARD WHITEHALL FDS (VWOB) 49,970 -481 $2,873
     VWOB49,970-481$2,873
JPMORGAN CHASE & CO 25,523 +6,718 $2,668
     JPM25,523+6,718$2,668
BRISTOL MYERS SQUIBB CO 37,262 +411 $2,649
     BMY37,262+411$2,649
SELECT SECTOR SPDR TR (XLV) 20,202 +887 $2,447
     XLV20,202+887$2,447
FIRST TR EXCHANGE TRAD FD VI (FTGC) 96,062 +751 $2,435
     FTGC96,062+751$2,435
FIRST TR EXCHANGE TRADED FD (FTXG) 97,746 -2,850 $2,428
     FTXG97,746-2,850$2,428
MERCK & CO INC 27,800 +1,102 $2,395
     MRK27,800+1,102$2,395
VANGUARD SPECIALIZED FUNDS (VIG) 17,604 +7,089 $2,380
     VIG17,604+7,089$2,380
FIRST TR EXCHANGE TRADED FD (FXR) 51,663 -723 $2,374
     FXR51,663-723$2,374
FIRST TR EXCHANGE TRADED FD (FTXN) 96,162 -10,445 $2,361
     FTXN96,162-10,445$2,361
FIRST TR EXCHANGE TRADED FD (FXN) 150,093 -31,687 $2,343
     FXN150,093-31,687$2,343
INVESCO EXCH TRADED FD TR II (PZA) 103,701 -4,409 $2,290
     PZA103,701-4,409$2,290
FIRST TR EXCHANGE TRADED FD (FXZ) 43,946 +4,521 $2,280
     FXZ43,946+4,521$2,280
PROCTER AND GAMBLE CO 17,886 +2,763 $2,259
     PG17,886+2,763$2,259

See Full List: All Stocks Held By Transamerica Financial Advisors Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Transamerica Financial Advisors Inc.

Size ($ in 1000's)
At 09/30/2022: $678,519
At 06/30/2022: $706,307

Combined Holding Report Includes:
Transamerica Financial Advisors Inc.
Betterment LLC
TRANSAMERICA CORP

Transamerica Financial Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Transamerica Financial Advisors Inc. 13F filings. Link to 13F filings: SEC filings

Transamerica Financial Advisors Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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