Transform Wealth, LLC Purchases in Q4 2024

Transform Wealth, LLC

  • $1.75 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
65.2K
+ 178.69%
$18.41 - $40.87 $1.2M - $2.66M
102K $1.88M
DVY
Ishares Tr

ETFs
2.87K
+ 61.77%
$129.55 - $143.41 $371K - $411K
7.51K $985K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.85K
+ 35.83%
$126.68 - $134.74 $361K - $384K
10.8K $1.38M
IVV
Ishares Core S&P 500 ETF

ETFs
316
+ 2.28%
$570.51 - $610.59 $180K - $193K
14.2K $8.35M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
9.57K
+ 8.83%
$46.63 - $47.41 $446K - $454K
118K $5.5M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
29.6K
New
$11.39 - $12.41 $337K - $367K
29.6K $344K
JMM
Nuveen Multi Market Income Fund

Financial Services
53.9K
New
$5.95 - $6.44 $320K - $347K
53.9K $330K
PG
Procter & Gamble CO

Consumer Defensive
2.02K
+ 91.5%
$161.05 - $179.7 $326K - $364K
4.24K $710K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
9.19K
New
$34.74 - $38.36 $319K - $353K
9.19K $321K
PM
Philip Morris International Inc.

Consumer Defensive
2.5K
New
$118.38 - $133.06 $296K - $333K
2.5K $300K
VLO
Valero Energy Corp

Energy
2.38K
New
$118.59 - $144.02 $282K - $343K
2.38K $291K
XLP
Consumer Staples Sector Spdr

ETFs
3.73K
+ 4.12%
N/A
94.1K $7.16M
VUG
Vanguard Growth ETF

ETFs
598
+ 50.64%
$378.79 - $428.11 $227K - $256K
1.78K $730K
OC
Owens Corning

Industrials
3.2K
+ 7.21%
$169.41 - $210.81 $541K - $674K
47.5K $8.09M
PEP
Pepsico Inc

Consumer Defensive
1.8K
New
$151.29 - $176.1 $272K - $316K
1.8K $273K
FMY
First Trust Mortgage Income Fund

Financial Services
23.1K
New
$11.79 - $12.51 $272K - $289K
23.1K $272K
FANG
Diamondback Energy, Inc.

Energy
1.76K
+ 85.7%
$153.06 - $199.5 $269K - $350K
3.81K $623K
TSI
Tcw Strategic Income Fund Inc

Financial Services
54.4K
New
$4.81 - $5.12 $262K - $279K
54.4K $261K
PDP
Invesco Exchange Traded Fd Tr

ETFs
2.35K
New
$102.88 - $117.55 $242K - $276K
2.35K $252K
VTV
Vanguard Value ETF

ETFs
1.47K
+ 94.85%
$168.32 - $181.87 $248K - $268K
3.03K $512K
SCHR
Schwab Intermediate Term Us Tr

ETFs
9.55K
New
$24.19 - $50.58 $231K - $483K
9.55K $231K
XLC
Select Sector Spdr Tr Communic

ETFs
398
+ 1.37%
$89.66 - $102.16 $35.7K - $40.7K
29.5K $2.86M
NEE
Nextera Energy Inc

Utilities
3.15K
New
$69.77 - $85.43 $220K - $269K
3.15K $225K
ITA
Ishares Tr

ETFs
1.5K
New
$144.31 - $157.31 $216K - $236K
1.5K $218K
BXSL
Blackstone Secured Lending Fund

Financial Services
6.54K
New
$29.25 - $33.27 $191K - $218K
6.54K $211K
NOW
Service Now, Inc.

Technology
191
New
$867.18 - $1148.42 $166K - $219K
191 $202K
MCD
Mcdonalds Corp

Consumer Cyclical
651
+ 74.49%
$288.47 - $316.54 $188K - $206K
1.53K $442K
DUK
Duke Energy Corp

Utilities
1.9K
+ 49.28%
$105.76 - $120.76 $201K - $230K
5.77K $621K
DBL
Double Line Opportunistic Credit Fund

Financial Services
10.8K
New
$15.17 - $15.89 $164K - $172K
10.8K $167K
MGF
Mfs Government Markets Income Trust

Financial Services
53K
New
$3.05 - $3.3 $162K - $175K
53K $162K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.37K
+ 29.69%
$51.33 - $53.74 $173K - $181K
14.7K $758K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.92K
+ 49.41%
$50.62 - $50.97 $148K - $149K
8.83K $447K
VB
Vanguard Small Cap ETF

ETFs
442
+ 32.67%
$233.76 - $261.58 $103K - $116K
1.8K $431K
IWF
Ishares Russell 1000 Gr ETF

ETFs
200
+ 17.75%
$370.24 - $418.94 $74K - $83.8K
1.33K $532K
EGF
Black Rock Enhanced Government Fund, Inc.

Financial Services
10.7K
New
$9.58 - $10.49 $102K - $112K
10.7K $103K
CADL
Candel Therapeutics, Inc.

Healthcare
11.6K
New
$3.96 - $9.96 $45.8K - $115K
11.6K $100K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.42K
+ 29.79%
$58.88 - $64.8 $142K - $157K
10.5K $620K
GE
General Electric CO

Industrials
6.38K
+ 14.29%
$159.95 - $194.23 $1.02M - $1.24M
51K $8.51M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
23.2K
New
$3.76 - $4.47 $87.1K - $104K
23.2K $87K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.26K
+ 5.41%
$51.09 - $55.27 $218K - $236K
83.1K $4.25M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.98K
+ 40.98%
$45.17 - $47.23 $89.4K - $93.5K
6.81K $308K
PHO
Invesco Exchange Traded Fd Tr

ETFs
1.48K
+ 43.35%
$65.79 - $72.14 $97.6K - $107K
4.91K $322K
JNJ
Johnson & Johnson

Healthcare
934
+ 28.01%
$143.34 - $165.86 $134K - $155K
4.27K $617K
XLE
Energy Sector Spdr

ETFs
927
+ 35.53%
$83.32 - $97.27 $77.2K - $90.2K
3.54K $302K
INTU
Intuit Inc

Technology
107
+ 13.75%
$602.01 - $706.25 $64.4K - $75.6K
885 $556K
APH
Amphenol Corp

Technology
345
+ 4.61%
$62.07 - $75.35 $21.4K - $26K
7.83K $543K
MPC
Marathon Petroleum Corp

Energy
602
+ 43.15%
$131.65 - $174.84 $79.3K - $105K
2K $278K
SCHX
Schwab Strategic Tr Us Large C

ETFs
24.9K
+ 204.26%
$22.4 - $68.28 $558K - $1.7M
37.1K $860K
NSC
Norfolk Southern Corp

Industrials
169
+ 18.55%
$230.6 - $277.0 $39K - $46.8K
1.08K $253K
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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