Transform Wealth, LLC Purchases in Q3 2024

Transform Wealth, LLC

  • $1.46 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TMO
Thermo Fisher Scientific Inc.

Healthcare
153
+ 1.42%
$531.86 - $624.21 $81.4K - $95.5K
10.9K $6.75M
NVS
Novartis Ag

Healthcare
5.14K
+ 22.21%
$106.13 - $120.89 $546K - $621K
28.3K $3.25M
COST
Costco Wholesale Corp

Consumer Defensive
190
+ 1.15%
$801.83 - $917.05 $152K - $174K
16.7K $14.8M
HON
Honeywell International Inc

Industrials
5.33K
+ 9.87%
$196.73 - $220.21 $1.05M - $1.17M
59.4K $12.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.04K
+ 23.9%
$92.63 - $105.69 $560K - $639K
31.3K $3.26M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
677
+ 7.48%
$1024.09 - $1201.76 $693K - $814K
9.73K $10.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
209
+ 0.1%
$84.77 - $97.13 $17.7K - $20.3K
206K $19.7M
NFLX
Netflix Inc

Communication Services
886
New
$598.55 - $722.26 $530K - $640K
886 $628K
XLP
Consumer Staples Sector Spdr

ETFs
7.86K
+ 9.52%
$76.04 - $76.04 $598K - $598K
90.4K $6.87M
TSLA
Tesla, Inc.

Consumer Cyclical
843
+ 17.94%
$191.76 - $263.26 $162K - $222K
5.54K $1.45M
XOM
Exxon Mobil Corp

Energy
1.29K
+ 0.98%
$109.72 - $119.0 $141K - $153K
133K $15.6M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.65K
+ 2.13%
$48.51 - $52.86 $79.8K - $87K
78.8K $4.16M
SPYG
Spdr Portfolio

ETFs
2.1K
+ 3.02%
$73.38 - $84.1 $154K - $177K
71.8K $5.96M
LMT
Lockheed Martin Corp

Industrials
559
New
$460.3 - $584.56 $257K - $327K
559 $326K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
5.63K
+ 98.5%
$50.85 - $53.88 $286K - $303K
11.3K $609K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
3.98K
New
$52.25 - $58.97 $208K - $235K
3.98K $234K
DJD
Invesco Exchange Traded Fd Tr

ETFs
4.4K
New
$47.17 - $52.59 $208K - $231K
4.4K $231K
NSC
Norfolk Southern Corp

Industrials
911
New
$213.75 - $259.69 $195K - $237K
911 $226K
MAIN
Main Street Capital Corp

Financial Services
4.35K
New
$47.05 - $52.25 $205K - $227K
4.35K $218K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.69K
+ 6.56%
$45.2 - $47.87 $122K - $129K
43.7K $2.08M
MS
Morgan Stanley

Financial Services
1.95K
New
$92.07 - $106.96 $179K - $208K
1.95K $203K
CRWD
Crowd Strike Holdings, Inc.

Technology
720
New
$217.89 - $392.15 $157K - $282K
720 $201K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.64K
+ 48.16%
$58.03 - $65.37 $153K - $172K
8.11K $525K
TXN
Texas Instruments Inc

Technology
920
+ 42.97%
$194.6 - $194.6 $179K - $179K
3.06K $595K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
530
+ 2.26%
$460.0 - $505.78 $244K - $268K
24K $11.2M
MSFT
Microsoft Corp

Technology
5.52K
+ 4.16%
$395.15 - $467.56 $2.18M - $2.58M
138K $59.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
251
+ 11.77%
$434.77 - $502.96 $109K - $126K
2.38K $1.16M
AIG
American International Group, Inc.

Financial Services
2.99K
+ 2.35%
$70.16 - $79.23 $209K - $237K
130K $9.51M
IWF
Ishares Russell 1000 Gr ETF

ETFs
200
+ 21.57%
$332.02 - $382.76 $66.4K - $76.6K
1.13K $423K
IWN
Ishares Russell2000 Val ETF

ETFs
77
+ 1.73%
$150.05 - $171.34 $11.6K - $13.2K
4.52K $753K
ODFL
Old Dominion Freight Line, Inc.

Industrials
2
+ 0.06%
$178.41 - $210.18 $357 - $420
3.39K $673K
JNJ
Johnson & Johnson

Healthcare
74
+ 2.27%
$145.48 - $167.38 $10.8K - $12.4K
3.34K $540K
IWM
Ishares Russell 2000 ETF

ETFs
60
+ 2.19%
$200.87 - $224.6 $12.1K - $13.5K
2.8K $617K
DUK
Duke Energy Corp

Utilities
3
+ 0.08%
$99.35 - $117.71 $298 - $353
3.86K $445K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
57
+ 2.93%
$256.4 - $289.78 $14.6K - $16.5K
2K $568K
TGT
Target Corp

Consumer Defensive
232
+ 9.81%
$133.47 - $159.25 $31K - $36.9K
2.6K $404K
VUG
Vanguard Growth ETF

ETFs
97
+ 8.95%
$341.08 - $391.94 $33.1K - $38K
1.18K $453K
AMT
American Tower Corp

Real Estate
4
+ 0.38%
$192.27 - $242.73 $769 - $971
1.06K $245K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
589
+ 5.4%
$50.25 - $50.74 $29.6K - $29.9K
11.5K $583K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
356
+ 7.96%
$44.9 - $47.55 $16K - $16.9K
4.83K $227K
VEU
Vanguard Ftse All World Ex Us

ETFs
2
+ 0.04%
$56.47 - $63.69 $113 - $127
5.39K $339K
TQQQ
Proshares Ultrapro Qqq

ETFs
377
+ 9.62%
$53.19 - $84.93 $20.1K - $32K
4.3K $311K
PHO
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.03%
$63.82 - $70.54 $63.8 - $70.5
3.42K $241K
JPIE
J P Morgan Exchange Traded Fd
231
+ 4.7%
$45.17 - $46.39 $10.4K - $10.7K
5.15K $238K
AMGN
Amgen Inc

Healthcare
3
+ 0.25%
$309.38 - $337.38 $928 - $1.01K
1.22K $394K
HPQ
Hp Inc

Technology
3
+ 0.02%
$32.02 - $38.11 $96.1 - $114
12.2K $436K
DOW
Dow Inc.

Basic Materials
32
+ 0.78%
$50.15 - $55.41 $1.6K - $1.77K
4.14K $226K
EPD
Enterprise Products Partners L.P.

Energy
65
+ 0.14%
$27.88 - $30.0 $1.81K - $1.95K
46.9K $1.36M
USFR
Wisdomtree Floating Rate Treas

ETFs
36
+ 0.32%
$50.2 - $50.48 $1.81K - $1.82K
11.2K $564K
Activity Summary
Buys All Purchases 114 New Holdings 24 Increased Positions 90 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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