• 13F History

Transamerica Financial Advisors, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 12, 2025
Value $
$1.01B
Signature - Title
Christina Kramer - Head of WFG Compliance
Location
St. Petersburg, FL
Summary
This page shows a list of all the recent 13F filings made by Transamerica Financial Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Transamerica Financial Advisors, Inc. reported 575 stock holdings with total value $1.01B as of Q4 2024. Top holdings included TUG, VV, QQQ, BND, and VO.
Holdings Value

List of Other Managers Reporting for Transamerica Financial Advisors, Inc.:

Name Holdings Value Location File Number
Betterment LLC $41.9B New York, NY 028-16706
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 575 $1.01B +$66.1M -$63.3M +$2.81M TUG, VV, QQQ, BND, VO 13F-HR 2/12/2025, 11:12 AM
Q3 2024 585 $1.02B +$177M -$126M +$50.4M TUG, VV, QQQ, BND, VO 13F-HR 11/13/2024, 04:13 PM
Q2 2024 557 $937M +$18.3M -$69.5M -$51.2M TUG, VV, BND, VO, VEA 13F-HR 8/14/2024, 03:19 PM
Q1 2024 400 $980M $0 $0 TUG, VV, QQQ, BND, VO 13F-HR 5/15/2024, 03:50 PM
Q4 2023 354 $724M TUG, VV, BND, DYTA, IWR 13F-HR 2/12/2024, 09:53 AM
Q3 2023 393 $739M TUG, VV, DYTA, SGLC, BND 13F-HR 11/14/2023, 03:26 PM
Q2 2023 357 $771M TUG, VV, DYTA, SGLC, BND 13F-HR 8/14/2023, 10:55 AM
Q1 2023 357 $756M TUG, VV, PULS, BND, AGG 13F-HR 5/15/2023, 03:51 PM
Q4 2022 380 $702M TUG, VV, BND, PULS, IWR 13F-HR 2/14/2023, 10:51 AM
Q3 2022 371 $678M TUG, VV, SHY, BND, IWR 13F-HR 11/14/2022, 02:18 PM
Q2 2022 382 $706M TUG, VV, SHY, BND, TIP 13F-HR 8/15/2022, 09:24 AM
Q1 2022 58 $2.74M VV, BND, IWR, VEA, IJR 13F-HR 5/12/2022, 01:43 PM
Q4 2021 71 $3.65M $0 $0 VV, BND, IWR, VEA, IJR 13F-HR 2/14/2022, 02:44 PM
Q3 2021 70 $3.52M $0 $0 VV, BND, IWR, VEA, IJR 13F-HR 11/15/2021, 11:08 AM
Q2 2021 102 $3.98M $0 $0 VV, BND, IWR, VEA, IJR 13F-HR 8/10/2021, 08:39 AM
Q1 2021 104 $3.98M $0 $0 VV, BND, IWR, VEA, IJR 13F-HR 5/17/2021, 01:53 PM
Q4 2020 73 $4.67M VV, BND, IWR, VEA, IJR 13F-HR 2/16/2021, 12:34 PM
Q3 2020 92 $5.35M VV, BND, IWR, VEA, IJR 13F-HR 11/12/2020, 10:40 AM
Q2 2020 318 $456M QQQ, VV, BND, IEF, IWR 13F-HR 8/13/2020, 12:45 PM
Q1 2020 66 $5.5M VV, BND, IWR, VEA, TIP 13F-HR 5/15/2020, 07:33 AM
Q4 2019 61 $7.04M VV, BND, IWR, VEA, IJR 13F-HR 2/5/2020, 11:25 AM
Q3 2019 54 $7.71M VV, BND, IWR, VEA, IJR 13F-HR 11/12/2019, 10:15 AM
Q2 2019 366 $462M QQQ, VV, BND, SPLV, VIG 13F-HR 8/21/2019, 09:28 AM
Q1 2019 69 $16.7M VV, BND, IWR, VEA, IJR 13F-HR 5/14/2019, 02:26 PM
Q4 2018 355 $388M TLT, VV, BND, SPLV, IWR 13F-HR 2/4/2019, 02:16 PM
Q3 2018 369 $470M VV, QQQ, BND, QQEW, SPLV 13F-HR 11/13/2018, 11:06 AM
Q2 2018 322 $451M VV, BND, QQQ, IJR, IWR 13F-HR 7/25/2018, 12:56 PM
Q1 2018 332 $676M +$108M -$156M -$48.5M VV, BND, IWR, SPLVXXXX, FTSL 13F-HR 5/9/2018, 03:58 PM
Q4 2017 324 $755M +$92.9M -$162M -$69.5M VV, BND, QQQXXXX, IWR, WMT 13F-HR 2/9/2018, 08:37 AM
Q3 2017 311 $809M +$126M -$65.8M +$60.5M VV, BND, IWR, JNKXXXX, VEA 13F-HR 11/13/2017, 10:53 AM
Q2 2017 300 $737M +$131M -$181M -$50.5M VV, BND, IWR, BNDX, VEA 13F-HR 8/14/2017, 11:23 AM
Q1 2017 290 $835M +$45.1M -$64.1M -$19.1M VV, BND, JNKXXXX, IWR, VEA 13F-HR 5/10/2017, 09:05 AM
Q4 2016 306 $839M +$93.4M -$150M -$56.7M VV, BND, JNKXXXX, IWR, BNDX 13F-HR 2/2/2017, 02:00 PM
Q3 2016 317 $905M +$89.1M -$146M -$57.2M VV, BND, JNKXXXX, IWR, BNDX 13F-HR 11/7/2016, 12:55 PM
Q2 2016 292 $971M +$121M -$283M -$162M VV, BND, JNKXXXX, IWR, AGG 13F-HR 8/12/2016, 10:17 AM
Q1 2016 649 $1.18B +$296M -$435M -$139M VV, BND, AGG, IWR, PSLXXXX 13F-HR 4/21/2016, 03:36 PM
Q4 2015 694 $1.36B +$228M -$141M +$87M VV, BND, PTHXXXX, SPLVXXXX, PSLXXXX 13F-HR 2/1/2016, 10:15 AM
Q3 2015 694 $1.25B +$334M -$375M -$40.3M VV, BND, SHV, SPLVXXXX, IWR 13F-HR 10/20/2015, 03:11 PM
Q2 2015 745 $1.4B +$405M -$414M -$9.02M VV, BND, IYH, XLY, IYF 13F-HR 7/28/2015, 11:42 AM
Q1 2015 749 $1.43B +$709M -$535M +$174M SHV, XLY, VV, IYE, BND 13F-HR 5/12/2015, 10:37 AM
Q4 2014 607 $1.27B +$416M -$271M +$144M XLY, XLP, IYW, IYF, IDU 13F-HR 2/3/2015, 03:40 PM
Q3 2014 560 $1.11B +$196M -$208M -$12.2M BND, XLP, IYW, XLY, IYJ 13F-HR 10/21/2014, 03:42 PM
Q2 2014 578 $1.15B +$271M -$149M +$123M BND, XLP, XLB, IYW, IDU 13F-HR 7/14/2014, 01:28 PM
Q1 2014 543 $1.01B +$250M -$157M +$93.1M BND, XLB, IYE, IYW, IYH 13F-HR 4/15/2014, 02:41 PM
Q4 2013 527 $920M BND, IWF, JNKXXXX, VTV, XLY 13F-HR 1/21/2014, 08:53 AM