Transform Wealth, LLC New Holdings in Q4 2024

Transform Wealth, LLC

  • $1.75 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BK
Bank Of New York Mellon Corp

Financial Services
126K
New
$70.82 - $81.87 $8.93M - $10.3M
126K $9.68M
EMR
Emerson Electric CO

Industrials
56.6K
New
$108.13 - $134.33 $6.12M - $7.6M
56.6K $7.02M
XLY
Select Sector Spdr Consumer Di

ETFs
30.3K
New
$194.8 - $239.43 $5.91M - $7.26M
30.3K $6.81M
PGR
Progressive Corp

Financial Services
24.2K
New
$239.6 - $268.88 $5.8M - $6.51M
24.2K $5.8M
VGSH
Vanguard

ETFs
99.2K
New
$58.02 - $58.88 $5.76M - $5.84M
99.2K $5.77M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
43.3K
New
$81.68 - $82.93 $3.54M - $3.59M
43.3K $3.55M
SJNK
Spdr Bloomberg Short Term High

ETFs
138K
New
$25.09 - $25.69 $3.47M - $3.55M
138K $3.49M
VGIT
Vanguard Intermediate Term Tre

ETFs
58.3K
New
$57.78 - $60.4 $3.37M - $3.52M
58.3K $3.38M
VDE
Vanguard Energy ETF

ETFs
22.4K
New
$116.67 - $136.78 $2.61M - $3.06M
22.4K $2.72M
SLV
I Shares Silver Trust

ETFs
93.5K
New
$26.33 - $31.74 $2.46M - $2.97M
93.5K $2.46M
IDV
Ishares Tr

ETFs
77.8K
New
$27.03 - $29.92 $2.1M - $2.33M
77.8K $2.13M
DVYE
Ishares Emerging Markets Divid

ETFs
82.2K
New
$25.42 - $29.74 $2.09M - $2.44M
82.2K $2.12M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
14.9K
New
$128.97 - $141.41 $1.92M - $2.1M
14.9K $1.94M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
36K
New
$37.86 - $39.07 $1.36M - $1.41M
36K $1.37M
VGT
Vanguard Information Technolog

ETFs
2.11K
New
$571.78 - $647.97 $1.21M - $1.37M
2.11K $1.31M
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
COP
Conocophillips

Energy
10.9K
New
$95.12 - $114.72 $1.04M - $1.25M
10.9K $1.08M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
8.53K
New
$119.34 - $127.78 $1.02M - $1.09M
8.53K $1.02M
SIVR
Abrdn Silver ETF Trust

ETFs
29.8K
New
$27.61 - $33.22 $822K - $989K
29.8K $821K
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
ADP
Automatic Data Processing Inc

Industrials
1.98K
New
$280.08 - $307.97 $555K - $610K
1.98K $579K
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
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
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
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
PANW
Palo Alto Networks Inc

Technology
1.64K
New
$181.96 - $405.9 $298K - $666K
1.64K $298K
VLO
Valero Energy Corp

Energy
2.38K
New
$118.59 - $144.02 $282K - $343K
2.38K $291K
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
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
SCHR
Schwab Intermediate Term Us Tr

ETFs
9.55K
New
$24.19 - $50.58 $231K - $483K
9.55K $231K
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
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
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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