Transamerica Financial Advisors, LLC
CIK
1502149
City
CEDAR RAPIDS
State / Country
IA
Top Portfolio Positions
1,564 positions ·
$582,617,497 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
54,744 | $31,597,141 | 5.42% | |
| NVDA |
Nvidia Corp
Technology
|
156,852 | $27,354,988 | 4.70% | |
| GEV |
GE Vernova Inc.
Industrials
|
21,820 | $19,046,678 | 3.27% | |
| AVGO |
Broadcom Inc.
Technology
|
59,688 | $18,474,032 | 3.17% | |
| AAPL |
Apple Inc.
Technology
|
69,790 | $17,712,004 | 3.04% | |
| APH |
Amphenol Corp /De/
Technology
|
109,308 | $13,811,065 | 2.37% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
55,050 | $12,686,823 | 2.18% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
8,788 | $12,118,564 | 2.08% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
41,145 | $11,831,656 | 2.03% | |
| MSFT |
Microsoft Corp
Technology
|
29,554 | $10,940,004 | 1.88% |
Portfolio Trend
25 quarters · across all stocks
Holdings in FXY
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $173 | 3 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $234 | 4 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $248 | 4 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $255 | 4 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $246 | 4 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $234 | 4 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $257 | 4 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $230 | 4 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $244 | 4 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $263 | 4 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $248 | 4 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $258 | 4 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $280 | 4 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $284 | 4 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $258 | 4 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $275 | 4 | Shares | Sole | 2022-08-15 | |
| 2020-06-30 | $350 | 4 | Shares | Sole | 2020-08-13 | |
| No 13F history on record for this holder in this stock. | ||||||