Transform Wealth, LLC Purchases in Q1 2025

Transform Wealth, LLC

  • $1.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FLTR
Vaneck ETF Tr Investment Grade

ETFs
467K
New
$25.44 - $25.58 $11.9M - $12M
467K $11.9M
ORCL
Oracle Corp

Technology
64.8K
+ 4055.69%
$139.81 - $186.47 $9.06M - $12.1M
66.4K $9.28M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1.59K
New
$4295.4 - $5141.88 $6.81M - $8.15M
1.59K $7.3M
IVV
Ishares Core S&P 500 ETF

ETFs
13.7K
+ 96.66%
$554.06 - $615.85 $7.6M - $8.45M
27.9K $15.6M
LLY
Eli Lilly & CO

Healthcare
7.13K
+ 91.72%
$725.72 - $929.72 $5.18M - $6.63M
14.9K $12.3M
PULS
Pgim ETF Tr

ETFs
121K
+ 1652.08%
$49.56 - $49.78 $6.01M - $6.04M
129K $6.39M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
318K
New
$18.53 - $29.07 $5.89M - $9.24M
318K $6.03M
IVW
Ishares S&P 500 Growth ETF

ETFs
82.8K
+ 39.66%
$92.45 - $106.69 $7.65M - $8.83M
291K $27M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
79.6K
New
$63.07 - $73.5 $5.02M - $5.85M
79.6K $5.65M
NFLX
Netflix Inc

Communication Services
5.53K
+ 60.95%
$828.4 - $1058.6 $4.58M - $5.85M
14.6K $13.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
41.2K
+ 14.89%
$95.85 - $99.25 $3.95M - $4.09M
318K $31.4M
BRK-A
Berkshire Hathaway Inc

Financial Services
4
New
$663000.0 - $801950.0 $2.65M - $3.21M
4 $3.19M
IAU
Ishares Gold Trust

ETFs
4.39K
+ 1.47%
$49.74 - $58.96 $218K - $259K
303K $17.8M
WELL
Welltower Inc.

Real Estate
1.86K
+ 1.81%
$124.05 - $156.86 $231K - $292K
105K $16M
IYF
Ishares Tr

ETFs
26.5K
New
$107.69 - $119.37 $2.85M - $3.16M
26.5K $2.96M
AER
Aer Cap Holdings N.V.

Industrials
19.6K
+ 15.44%
$94.11 - $105.78 $1.85M - $2.08M
147K $15M
MCK
Mckesson Corp

Healthcare
91
+ 0.38%
$566.21 - $672.99 $51.5K - $61.2K
23.9K $16.1M
GILD
Gilead Sciences, Inc.

Healthcare
22.1K
New
$89.14 - $117.41 $1.97M - $2.6M
22.1K $2.48M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
46.4K
+ 39.36%
$46.45 - $47.26 $2.16M - $2.19M
164K $7.75M
XLK
Technology Sector Spdr

ETFs
17.3K
+ 33.25%
$206.38 - $242.18 $3.56M - $4.18M
69.1K $14.3M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
8.3K
+ 5.98%
$73.71 - $87.55 $612K - $727K
147K $12.8M
CSCO
Cisco Systems, Inc.

Technology
32.4K
+ 363.73%
$58.74 - $64.87 $1.91M - $2.1M
41.4K $2.55M
PGR
Progressive Corp

Financial Services
3.09K
+ 12.78%
$235.61 - $291.22 $729K - $901K
27.3K $7.73M
GE
General Electric CO

Industrials
619
+ 1.21%
$168.59 - $212.13 $104K - $131K
51.6K $10.3M
GS
Goldman Sachs Group Inc

Financial Services
4.86K
+ 14.6%
$524.81 - $672.19 $2.55M - $3.27M
38.2K $20.9M
IYJ
Ishares Tr

ETFs
13.5K
New
$127.48 - $142.0 $1.72M - $1.91M
13.5K $1.74M
GLD
Spdr Gold Trust

ETFs
127
+ 0.36%
$243.19 - $288.14 $30.9K - $36.6K
35.6K $10.3M
JMBS
Janus Detroit Str Tr Henderson

ETFs
30.1K
+ 9.88%
$43.53 - $45.42 $1.31M - $1.36M
334K $15.1M
XLF
Financial Sector Spdr

ETFs
25K
+ 6.22%
$47.32 - $52.19 $1.19M - $1.31M
428K $21M
HCA
Hca Healthcare, Inc.

Healthcare
626
+ 2.48%
$296.7 - $345.55 $186K - $216K
25.9K $8.95M
BK
Bank Of New York Mellon Corp

Financial Services
5.07K
+ 4.02%
$75.42 - $88.95 $383K - $451K
131K $11M
CAH
Cardinal Health Inc

Healthcare
7.59K
+ 74.98%
$118.02 - $137.77 $896K - $1.05M
17.7K $2.44M
CB
Chubb LTD

Financial Services
295
+ 0.73%
$257.71 - $301.99 $76K - $89.1K
40.8K $12.3M
KR
Kroger CO

Consumer Defensive
12.5K
+ 44.78%
$58.36 - $67.72 $729K - $846K
40.4K $2.73M
MUB
Ishares National Muni Bond ETF

ETFs
9.64K
New
$104.71 - $107.69 $1.01M - $1.04M
9.64K $1.01M
JPM
Jpmorgan Chase & CO

Financial Services
1.29K
+ 1.18%
$225.19 - $279.95 $290K - $361K
110K $27.1M
FTHI
First Trust Exchange Traded Fd

ETFs
41.6K
New
$21.62 - $23.74 $900K - $988K
41.6K $906K
BR
Broadridge Financial Solutions, Inc.

Technology
636
+ 1.53%
$221.46 - $244.83 $141K - $156K
42.1K $10.2M
V
Visa Inc.

Financial Services
771
+ 5.21%
$306.92 - $362.71 $237K - $280K
15.6K $5.46M
SLV
I Shares Silver Trust

ETFs
2K
+ 2.14%
$26.93 - $31.32 $53.9K - $62.6K
95.5K $2.96M
AXP
American Express CO

Financial Services
946
New
$255.39 - $325.87 $242K - $308K
946 $254K
AFL
Aflac Inc

Financial Services
2.26K
New
$100.99 - $111.19 $229K - $252K
2.26K $251K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
12.4K
+ 35.58%
$16.06 - $16.99 $199K - $211K
47.3K $789K
KWEB
Kraneshares Tr Csi China Inter

ETFs
6.21K
New
$27.29 - $38.29 $169K - $238K
6.21K $217K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.31K
+ 22.49%
$50.82 - $52.7 $168K - $174K
18K $945K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.21K
+ 21.01%
$58.01 - $64.46 $128K - $143K
12.7K $796K
FPE
First Tr Pfd Secs & Income ETF

ETFs
13.5K
+ 1.62%
$17.53 - $17.87 $237K - $242K
850K $15M
XLC
Select Sector Spdr Tr Communic

ETFs
1.9K
+ 6.42%
$94.84 - $105.31 $180K - $200K
31.4K $3.01M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.94K
+ 28.47%
$44.68 - $46.49 $86.6K - $90.1K
8.75K $404K
Activity Summary
Buys All Purchases 78 New Holdings 13 Increased Positions 65 Sells All Sells 136 Reductions 136 Sold out 0 Options Calls 0 Puts 0
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