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

Summary

  • 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
Track This Portfolio

Track Transform Wealth, LLC Portfolio

Follow Transform Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Transform Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Transform Wealth, LLC with notifications on news.