Transform Wealth, LLC Purchases in Q4 2024

Transform Wealth, LLC

  • $1.75 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SHEL
Shell PLC

Energy
678
+ 11.2%
$60.63 - $70.23 $41.1K - $47.6K
6.73K $422K
ITOT
Ishares Core S&P Total U.S. St

ETFs
20
+ 0.32%
$124.26 - $134.12 $2.49K - $2.68K
6.28K $807K
JPIE
J P Morgan Exchange Traded Fd
492
+ 9.56%
$45.59 - $46.25 $22.4K - $22.8K
5.64K $257K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
48.6K
+ 111.12%
$22.63 - $47.53 $1.1M - $2.31M
92.4K $2.1M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
38
+ 1.9%
$278.19 - $315.36 $10.6K - $12K
2.04K $586K
GRWG
Grow Generation Corp.

Consumer Cyclical
10K
New
$1.54 - $2.24 $15.4K - $22.4K
10K $16K
IWM
Ishares Russell 2000 ETF

ETFs
45
+ 1.61%
$216.13 - $242.4 $9.73K - $10.9K
2.84K $627K
DJD
Invesco Exchange Traded Fd Tr

ETFs
300
+ 6.82%
$50.65 - $54.19 $15.2K - $16.3K
4.7K $238K
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.06%
$261.5 - $284.63 $262 - $285
1.55K $409K
CRH.L
Crh PLC

Basic Materials
12.4K
+ 10.9%
N/A
126K $0
Blackrock Inc
205
New
N/A
205 $0
Amplify ETF Tr
11.6K
New
N/A
11.6K $0
Victory Portfolios Ii
15K
+ 12.72%
N/A
133K $0
Sndl Inc
48.8K
New
N/A
48.8K $0
Strategic Trust
68.2K
+ 110.0%
N/A
130K $0
Lam Research Corp
238K
New
N/A
238K $0
Linde PLC
2.18K
+ 12.21%
N/A
20K $0
ORCL
Oracle Corp

Technology
1
+ 0.06%
$165.41 - $192.43 $165 - $192
1.6K $266K
IWN
Ishares Russell2000 Val ETF

ETFs
39
+ 0.86%
$162.69 - $181.35 $6.34K - $7.07K
4.56K $747K
AMT
American Tower Corp

Real Estate
240
+ 22.75%
$179.4 - $232.01 $43.1K - $55.7K
1.3K $237K
SPGI
S&P Global Inc.

Financial Services
110
+ 3.07%
$480.36 - $529.17 $52.8K - $58.2K
3.69K $1.84M
SCHA
Schwab Strategic Tr Us Small C

ETFs
46.5K
+ 97.83%
$25.33 - $51.16 $1.18M - $2.38M
94K $2.43M
AMGN
Amgen Inc

Healthcare
131
+ 10.71%
$258.78 - $328.31 $33.9K - $43K
1.35K $352K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
47
+ 0.72%
$54.2 - $60.92 $2.55K - $2.86K
6.6K $357K
ODFL
Old Dominion Freight Line, Inc.

Industrials
104
+ 3.07%
$176.4 - $231.84 $18.3K - $24.1K
3.5K $616K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
29.1K
+ 91.93%
$22.02 - $46.16 $642K - $1.35M
60.8K $1.34M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
61.9K
+ 183.64%
$27.54 - $83.04 $1.71M - $5.14M
95.7K $2.65M
MRK
Merck & Co., Inc.

Healthcare
3.04K
+ 9.31%
$96.31 - $114.76 $293K - $349K
35.7K $3.55M
LOW
Lowes Companies Inc

Consumer Cyclical
296
+ 2.07%
$244.52 - $284.07 $72.4K - $84.1K
14.6K $3.59M
IVE
Ishares S&P 500 Value ETF

ETFs
3.11K
+ 2.18%
$189.5 - $206.17 $589K - $641K
146K $27.9M
ABBV
Abb Vie Inc.

Healthcare
7.06K
+ 8.09%
$164.99 - $203.87 $1.16M - $1.44M
94.4K $16.8M
ADBE
Adobe Inc.

Technology
1.91K
+ 8.07%
$437.39 - $552.96 $834K - $1.05M
25.5K $11.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
358
+ 3.28%
$501.29 - $612.85 $179K - $219K
11.3K $5.87M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
891
+ 3.71%
$396.64 - $516.74 $353K - $460K
24.9K $10M
CEG
Constellation Energy Corp

Utilities
5.13K
+ 7.57%
$224.28 - $285.52 $1.15M - $1.46M
72.8K $16.4M
KLAC
Kla Corp

Technology
61
+ 0.69%
$614.46 - $829.55 $37.5K - $50.6K
8.89K $5.6M
LEN
Lennar Corp

Consumer Cyclical
1.24K
+ 3.86%
$136.2 - $188.96 $169K - $235K
33.5K $4.56M
HCA
Hca Healthcare, Inc.

Healthcare
2.85K
+ 12.69%
$297.52 - $415.61 $847K - $1.18M
25.3K $7.59M
NVO
Novo Nordisk A S

Healthcare
6.01K
+ 6.73%
$85.0 - $120.04 $511K - $722K
95.3K $8.2M
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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