Transform Wealth, LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.02 Billion distributed in 219 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $55.4M, Apple Inc. with a value of $42.3M, Spdr S&P 500 ETF Trust with a value of $30.3M, Ishares S&P 500 Value ETF with a value of $29.4M, and Broadcom Inc. with a value of $23.8M.

Examining the 13F form we can see an increase of $25.3M in the current position value, from $999M to 1.02B.

Below you can find more details about Transform Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.02 Billion
ETFs: $347 Million
Technology: $234 Million
Healthcare: $104 Million
Financial Services: $82.9 Million
Consumer Cyclical: $68.9 Million
Communication Services: $48.8 Million
Energy: $40.8 Million
Industrials: $40.4 Million
Other: $58.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 219
  • Current Value $1.02 Billion
  • Prior Value $999 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 20 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 107 stocks
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