Transform Wealth, LLC Incresed Positions in Q1 2025

Transform Wealth, LLC

  • $1.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
64.8K
+ 4055.69%
$139.81 - $186.47 $9.06M - $12.1M
66.4K $9.28M
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
IVW
Ishares S&P 500 Growth ETF

ETFs
82.8K
+ 39.66%
$92.45 - $106.69 $7.65M - $8.83M
291K $27M
NFLX
Netflix Inc

Communication Services
5.53K
+ 60.95%
$828.4 - $1058.6 $4.58M - $5.85M
14.6K $13.6M
MA
Mastercard Inc

Financial Services
9.28K
+ 59.14%
$504.67 - $576.31 $4.68M - $5.35M
25K $13.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
41.2K
+ 14.89%
$95.85 - $99.25 $3.95M - $4.09M
318K $31.4M
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
MCK
Mckesson Corp

Healthcare
91
+ 0.38%
$566.21 - $672.99 $51.5K - $61.2K
23.9K $16.1M
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
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
JPM
Jpmorgan Chase & CO

Financial Services
1.29K
+ 1.18%
$225.19 - $279.95 $290K - $361K
110K $27.1M
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
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
12.4K
+ 35.58%
$16.06 - $16.99 $199K - $211K
47.3K $789K
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
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.55K
+ 3.07%
$49.78 - $53.19 $127K - $136K
85.6K $4.33M
SHEL
Shell PLC

Energy
16
+ 0.24%
$62.84 - $73.29 $1.01K - $1.17K
6.75K $494K
OKE
Oneok Inc

Energy
2.22K
+ 1.77%
$89.57 - $109.85 $199K - $244K
128K $12.7M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.08K
+ 12.23%
$50.48 - $51.04 $54.5K - $55.1K
9.91K $501K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
864
+ 21.72%
$55.76 - $59.54 $48.2K - $51.4K
4.84K $277K
DJD
Invesco Exchange Traded Fd Tr

ETFs
768
+ 16.34%
$50.21 - $54.3 $38.6K - $41.7K
5.47K $286K
QQQ
Invesco Qqq Trust, Series 1

ETFs
371
+ 11.79%
$468.34 - $539.52 $174K - $200K
3.52K $1.65M
SPGI
S&P Global Inc.

Financial Services
8
+ 0.22%
$478.26 - $543.77 $3.83K - $4.35K
3.7K $1.88M
FINS
Angel Oak Financial Strategies Income Term Trust

ETFs
550
+ 1.29%
$12.82 - $13.57 $7.05K - $7.46K
43.4K $584K
PLD
Prologis, Inc.

Real Estate
78
+ 2.99%
$103.59 - $124.04 $8.08K - $9.68K
2.69K $300K
VTV
Vanguard Value ETF

ETFs
40
+ 1.32%
$167.73 - $179.21 $6.71K - $7.17K
3.07K $523K
JMM
Nuveen Multi Market Income Fund

Financial Services
81
+ 0.15%
$5.97 - $6.45 $484 - $522
53.9K $335K
CRH.L
Crh PLC

Basic Materials
4.5K
+ 3.58%
N/A
130K $0
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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