Transamerica Financial Advisors, LLC

CIK
1502149
City
CEDAR RAPIDS
State / Country
IA

Top Portfolio Positions

1,560 positions · $582,398,104 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
QQQ
Invesco Qqq Trust, Series 1
54,744 $31,597,141 5.43%
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

26 quarters · across all stocks

Holdings in WEYS

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Report Date Value (USD) Shares
2025-12-31 $61 2