Transamerica Financial Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Cedar Rapids, IA
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
1,601
Total value ($000)
$1,205,097
Net value change ($000)
+139,630 (13.1%)
New positions
1038
Sold out positions
8
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/14/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PEZ 13,685 22808.3%
VV 6,093 8.4%
NVDA 5,650 45.5%
APH 4,906 NEW
AAPL 4,814 69.0%
TKO 4,481 NEW
TLT 3,744 6240.0%
QQQ 3,517 9.8%
GOOGL 3,503 65.2%
PLTR 3,329 NEW
Top Reduces (Value $000, Stocks/ETFs)
PUI -13,744 -99.6%
SHY -12,029 -97.4%
TUG -5,064 -2.9%
CMG -4,180 -99.4%
BKR -3,877 -96.5%
HWM -2,068 -24.9%
TTD -2,004 -99.6%
ISRG -974 -16.7%
SPIB -858 -99.9%
NOW -669 -10.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type