Transform Wealth, LLC Incresed Positions in Q4 2024

Transform Wealth, LLC

  • $1.75 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
598K
+ 17864.21%
$100.16 - $100.7 $59.9M - $60.3M
602K $60.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
46.4K
+ 2034.38%
$521.84 - $558.82 $24.2M - $26M
48.7K $26.3M
XLF
Financial Sector Spdr

ETFs
388K
+ 2709.39%
$44.89 - $51.34 $17.4M - $19.9M
403K $19.5M
IAU
Ishares Gold Trust

ETFs
292K
+ 4996.45%
$48.37 - $52.65 $14.1M - $15.4M
298K $14.8M
AVGO
Broadcom Inc.

Technology
9.51K
+ 5.51%
$159.67 - $250.0 $1.52M - $2.38M
182K $42.2M
XLK
Technology Sector Spdr

ETFs
49.7K
+ 2232.22%
$220.26 - $241.44 $10.9M - $12M
51.9K $12.1M
AAPL
Apple Inc.

Technology
24.3K
+ 9.04%
$221.69 - $259.02 $5.39M - $6.3M
293K $73.5M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
466K
+ 107.26%
$20.98 - $21.19 $9.78M - $9.87M
900K $19M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
857K
+ 376.25%
$22.01 - $66.82 $18.9M - $57.2M
1.08M $24.6M
AMZN
Amazon Com Inc

Consumer Cyclical
19.1K
+ 13.9%
$180.88 - $232.93 $3.45M - $4.44M
156K $34.3M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
159K
+ 351.8%
$50.81 - $51.59 $8.08M - $8.2M
204K $10.4M
NFLX
Netflix Inc

Communication Services
8.18K
+ 923.59%
$687.65 - $936.56 $5.63M - $7.66M
9.07K $8.08M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
120K
+ 62.95%
$50.67 - $50.9 $6.1M - $6.13M
312K $15.8M
JPM
Jpmorgan Chase & CO

Financial Services
12.3K
+ 12.76%
$205.18 - $250.29 $2.53M - $3.09M
109K $26.1M
GOOGL
Alphabet Inc.

Communication Services
6.93K
+ 4.89%
$161.86 - $196.66 $1.12M - $1.36M
149K $28.2M
CRM
Salesforce, Inc.

Technology
3.78K
+ 7.54%
$270.87 - $367.87 $1.02M - $1.39M
53.9K $18M
MSFT
Microsoft Corp

Technology
13K
+ 9.39%
$406.35 - $454.46 $5.27M - $5.9M
151K $63.8M
WMT
Walmart Inc.

Consumer Defensive
22.6K
+ 11.51%
$79.1 - $95.7 $1.78M - $2.16M
219K $19.7M
GS
Goldman Sachs Group Inc

Financial Services
2.26K
+ 7.27%
$486.1 - $608.57 $1.1M - $1.37M
33.3K $19.1M
OKE
Oneok Inc

Energy
23.4K
+ 22.91%
$92.28 - $117.05 $2.16M - $2.74M
126K $12.6M
MCK
Mckesson Corp

Healthcare
2.8K
+ 13.3%
$482.27 - $628.5 $1.35M - $1.76M
23.8K $13.6M
GOOG
Alphabet Inc.

Communication Services
13.4K
+ 49.67%
$163.08 - $198.16 $2.19M - $2.66M
40.4K $7.69M
CVX
Chevron Corp

Energy
22.9K
+ 33.02%
$141.15 - $162.53 $3.24M - $3.73M
92.4K $13.4M
GLD
Spdr Gold Trust

ETFs
13K
+ 57.91%
$236.59 - $257.5 $3.08M - $3.35M
35.5K $8.59M
META
Meta Platforms, Inc.

Communication Services
4.65K
+ 21.7%
$554.08 - $632.68 $2.57M - $2.94M
26.1K $15.4M
COST
Costco Wholesale Corp

Consumer Defensive
2.47K
+ 14.81%
$873.59 - $994.69 $2.16M - $2.46M
19.2K $17.6M
V
Visa Inc.

Financial Services
7.21K
+ 94.95%
$273.87 - $320.91 $1.97M - $2.31M
14.8K $4.68M
TMUS
T Mobile Us, Inc.

Communication Services
8.21K
+ 17.73%
$206.1 - $246.94 $1.69M - $2.03M
54.5K $12M
BX
Blackstone Inc.

Financial Services
12K
+ 61.22%
$148.45 - $199.05 $1.78M - $2.38M
31.5K $5.44M
HON
Honeywell International Inc

Industrials
5.1K
+ 8.6%
$202.84 - $236.0 $1.04M - $1.2M
64.5K $14.6M
JMBS
Janus Detroit Str Tr Henderson

ETFs
57K
+ 23.04%
$44.03 - $46.65 $2.51M - $2.66M
304K $13.4M
ISRG
Intuitive Surgical Inc

Healthcare
3.2K
+ 63.9%
$471.27 - $550.62 $1.51M - $1.76M
8.21K $4.28M
CAT
Caterpillar Inc

Industrials
5.74K
+ 44.11%
$360.37 - $416.88 $2.07M - $2.39M
18.7K $6.8M
CMI
Cummins Inc

Industrials
2.29K
+ 6.36%
$324.93 - $383.42 $744K - $878K
38.3K $13.3M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
28.5K
+ 189.3%
$64.29 - $75.41 $1.83M - $2.15M
43.5K $2.81M
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
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
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
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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