Transform Wealth, LLC Purchases in Q4 2024

Transform Wealth, LLC

  • $1.75 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WM
Waste Management Inc

Industrials
7.92K
+ 62.4%
$201.79 - $228.46 $1.6M - $1.81M
20.6K $4.16M
LLY
Eli Lilly & CO

Healthcare
2.71K
+ 53.38%
$727.2 - $932.06 $1.97M - $2.52M
7.78K $6M
AER
Aer Cap Holdings N.V.

Industrials
14.6K
+ 12.98%
$91.85 - $100.3 $1.34M - $1.47M
127K $12.2M
PWR
Quanta Services, Inc.

Industrials
2.47K
+ 6.21%
$296.05 - $346.6 $732K - $856K
42.3K $13.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.86K
+ 1.39%
$94.43 - $105.47 $270K - $301K
209K $21.2M
CGDV
Capital Group Divid Value ETF

ETFs
41.9K
+ 77.22%
$35.16 - $37.12 $1.47M - $1.56M
96.1K $3.39M
TJX
Tjx Companies Inc

Consumer Cyclical
9.16K
+ 9.88%
$112.15 - $127.2 $1.03M - $1.17M
102K $12.3M
WELL
Welltower Inc.

Real Estate
12.6K
+ 13.96%
$123.11 - $139.3 $1.55M - $1.75M
103K $12.9M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
36K
New
$37.86 - $39.07 $1.36M - $1.41M
36K $1.37M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
147K
+ 316.2%
$26.93 - $84.95 $3.95M - $12.4M
193K $5.27M
SCHG
Schwab Strategic Tr Us Large C

ETFs
130K
+ 415.16%
$25.93 - $105.3 $3.37M - $13.7M
161K $4.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
24.1K
+ 9.52%
$96.64 - $101.23 $2.32M - $2.43M
277K $26.8M
ASML
Asml Holding Nv

Technology
1.87K
+ 347.03%
$658.43 - $872.27 $1.23M - $1.63M
2.41K $1.67M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
52.2K
New
$23.11 - $25.17 $1.21M - $1.31M
52.2K $1.21M
CAH
Cardinal Health Inc

Healthcare
10.1K
New
$107.89 - $125.33 $1.09M - $1.27M
10.1K $1.2M
IGM
Ishares Expanded Tech Sector E

ETFs
6.03K
+ 6.52%
$94.19 - $106.95 $568K - $645K
98.6K $10.1M
HD
Home Depot, Inc.

Consumer Cyclical
3.98K
+ 15.19%
$385.02 - $431.37 $1.53M - $1.72M
30.2K $11.8M
FPE
First Tr Pfd Secs & Income ETF

ETFs
78.8K
+ 10.4%
$17.65 - $18.18 $1.39M - $1.43M
837K $14.8M
COP
Conocophillips

Energy
10.9K
New
$95.12 - $114.72 $1.04M - $1.25M
10.9K $1.08M
TSLA
Tesla, Inc.

Consumer Cyclical
666
+ 12.02%
$213.65 - $479.86 $142K - $320K
6.21K $2.51M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
8.53K
New
$119.34 - $127.78 $1.02M - $1.09M
8.53K $1.02M
UNP
Union Pacific Corp

Industrials
4.53K
+ 494.32%
$223.15 - $249.32 $1.01M - $1.13M
5.44K $1.24M
JEPI
J P Morgan Exchange Traded Fd

ETFs
17.6K
+ 189.7%
$57.53 - $60.83 $1.01M - $1.07M
26.9K $1.55M
ACN
Accenture PLC

Technology
2.82K
+ 5.8%
$343.9 - $376.86 $969K - $1.06M
51.4K $18.1M
XOM
Exxon Mobil Corp

Energy
20.4K
+ 15.3%
$105.51 - $125.37 $2.15M - $2.55M
154K $16.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.12K
+ 11.79%
$172.07 - $207.36 $364K - $439K
20.1K $3.96M
SIVR
Abrdn Silver ETF Trust

ETFs
29.8K
New
$27.61 - $33.22 $822K - $989K
29.8K $821K
MA
Mastercard Inc

Financial Services
611
+ 4.05%
$491.3 - $536.15 $300K - $328K
15.7K $8.26M
CB
Chubb LTD

Financial Services
4.51K
+ 12.52%
$271.57 - $301.89 $1.23M - $1.36M
40.5K $11.2M
EOG
Eog Resources Inc

Energy
5.97K
New
$118.22 - $136.54 $706K - $815K
5.97K $732K
IDNA
Ishares Tr Genomics Immunology

ETFs
31.9K
New
$22.38 - $25.53 $713K - $813K
31.9K $721K
BR
Broadridge Financial Solutions, Inc.

Technology
1.1K
+ 2.72%
$209.64 - $236.44 $230K - $260K
41.5K $9.37M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.16K
+ 27.91%
$174.22 - $187.62 $725K - $781K
19.1K $3.34M
ADP
Automatic Data Processing Inc

Industrials
1.98K
New
$280.08 - $307.97 $555K - $610K
1.98K $579K
SGOL
Abrdn Gold ETF Trust

ETFs
22.8K
+ 121.22%
$24.46 - $26.62 $559K - $608K
41.7K $1.04M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
34.9K
New
$15.84 - $17.86 $553K - $623K
34.9K $562K
PPT
Putnam Premier Income Trust

Financial Services
156K
New
$3.49 - $3.73 $545K - $582K
156K $555K
PIM
Putnam Master Intermediate Income Trust

Financial Services
169K
New
$3.21 - $3.42 $543K - $579K
169K $551K
KTF
Dws Municipal Income Trust

Financial Services
57.7K
New
$9.43 - $10.2 $544K - $589K
57.7K $545K
FINS
Angel Oak Financial Strategies Income Term Trust

ETFs
42.8K
New
$12.54 - $13.29 $537K - $569K
42.8K $543K
MIN
Mfs Intermediate Income Trust

Financial Services
201K
New
$2.62 - $2.77 $527K - $557K
201K $534K
WSM
Williams Sonoma Inc

Consumer Cyclical
446
+ 3.18%
$129.13 - $198.21 $57.6K - $88.4K
14.5K $2.68M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
9.86K
+ 7.66%
$74.71 - $79.24 $737K - $782K
139K $10.7M
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
33.7K
New
$14.98 - $16.73 $505K - $564K
33.7K $504K
DY
Dycom Industries Inc

Industrials
2.75K
New
$168.3 - $202.91 $463K - $558K
2.75K $478K
CWB
Spdr Bloomberg Convertible Sec

ETFs
6.08K
New
$76.21 - $82.24 $463K - $500K
6.08K $473K
QQQ
Invesco Qqq Trust, Series 1

ETFs
763
+ 32.01%
$481.22 - $538.17 $367K - $411K
3.15K $1.61M
ABT
Abbott Laboratories

Healthcare
3.88K
+ 54.62%
$111.93 - $119.39 $434K - $463K
11K $1.24M
SPYG
Spdr Portfolio

ETFs
577
+ 0.8%
$81.74 - $91.38 $47.2K - $52.7K
72.4K $6.37M
Activity Summary
Buys All Purchases 190 New Holdings 58 Increased Positions 132 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 1 Puts 1
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