Transform Wealth, LLC Reduced Holdings in Q1 2025

Transform Wealth, LLC

  • $1.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLI
Industrial Sector Spdr

ETFs
-1.79K
- 39.08%
$128.78 - $141.67 $231K - $254K
2.8K $363K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.9K
- 25.1%
$128.74 - $138.67 $244K - $263K
5.66K $760K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.85K
- 17.13%
$126.11 - $135.06 $233K - $250K
8.95K $1.14M
IWN
Ishares Russell2000 Val ETF

ETFs
-1.17K
- 25.66%
$149.27 - $169.4 $174K - $198K
3.39K $512K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.68K
- 7.46%
N/A
33.3K $2.86M
IWM
Ishares Russell 2000 ETF

ETFs
-794
- 27.95%
$198.1 - $229.79 $157K - $182K
2.05K $410K
VGT
Vanguard Information Technolog

ETFs
-92
- 4.36%
$542.38 - $646.34 $49.9K - $59.5K
2.02K $1.1M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2.18K
- 23.64%
$47.79 - $59.89 $104K - $131K
7.05K $353K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-5.62K
- 10.38%
$59.6 - $67.2 $335K - $377K
48.5K $3.09M
WFC
Wells Fargo & Company

Financial Services
-3.09K
- 7.68%
$66.78 - $81.42 $206K - $251K
37.1K $2.66M
IYW
Ishares Dj Us Tech ETF

ETFs
-249
- 4.26%
$140.44 - $166.79 $35K - $41.5K
5.6K $787K
HPQ
Hp Inc

Technology
-3.2K
- 30.24%
$27.69 - $34.72 $88.5K - $111K
7.38K $204K
ETN
Eaton Corp PLC

Industrials
-171
- 11.21%
$271.83 - $371.23 $46.5K - $63.5K
1.35K $368K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-2.59K
- 39.22%
$52.16 - $56.68 $135K - $147K
4.01K $223K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-207
- 15.6%
$360.07 - $417.26 $74.5K - $86.4K
1.12K $403K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-4.24K
- 25.51%
$25.93 - $29.28 $110K - $124K
12.4K $336K
INTU
Intuit Inc

Technology
-180
- 20.34%
$555.63 - $630.23 $100K - $113K
705 $432K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-712
- 16.58%
$102.49 - $119.96 $73K - $85.4K
3.58K $372K
TGT
Target Corp

Consumer Defensive
-379
- 15.36%
$103.65 - $142.5 $39.3K - $54K
2.09K $217K
VDE
Vanguard Energy ETF

ETFs
-2.1K
- 9.35%
$119.14 - $132.76 $250K - $278K
20.3K $2.61M
FANG
Diamondback Energy, Inc.

Energy
-521
- 13.69%
$139.9 - $180.18 $72.9K - $93.9K
3.28K $525K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-369
- 5.88%
$120.29 - $134.6 $44.4K - $49.7K
5.91K $717K
VTI
Vanguard Total Stock Market Et

ETFs
-80
- 2.16%
$271.18 - $303.12 $21.7K - $24.2K
3.62K $988K
PG
Procter & Gamble CO

Consumer Defensive
-547
- 12.91%
$158.56 - $176.26 $86.7K - $96.4K
3.69K $628K
EPD
Enterprise Products Partners L.P.

Energy
-6.08K
- 13.11%
$31.75 - $34.14 $193K - $208K
40.3K $1.37M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-5.15K
- 5.58%
$22.46 - $23.26 $116K - $120K
87.2K $2.02M
ASML
Asml Holding Nv

Technology
-5
- 0.21%
$662.63 - $776.99 $3.31K - $3.88K
2.4K $1.59M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-47
- 2.31%
$254.58 - $302.92 $12K - $14.2K
1.99K $513K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-790
- 14.84%
$57.21 - $65.8 $45.2K - $52K
4.54K $263K
PANW
Palo Alto Networks Inc

Technology
-281
- 17.13%
$167.82 - $208.28 $47.2K - $58.5K
1.36K $231K
COF
Capital One Financial Corp

Financial Services
-424
- 3.92%
$163.87 - $209.82 $69.5K - $89K
10.4K $1.87M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.36K
- 11.99%
$50.39 - $50.66 $68.4K - $68.8K
9.97K $504K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-958
- 2.58%
$21.75 - $24.28 $20.8K - $23.3K
36.2K $794K
DE
Deere & CO

Industrials
-251
- 21.06%
$408.57 - $509.27 $103K - $128K
941 $441K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-1.41K
- 19.53%
$67.08 - $76.14 $94.6K - $107K
5.81K $430K
APH
Amphenol Corp

Technology
-434
- 5.54%
$61.62 - $78.55 $26.7K - $34.1K
7.4K $485K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-99
- 2.83%
$161.13 - $209.29 $16K - $20.7K
3.4K $562K
XLE
Energy Sector Spdr

ETFs
-798
- 22.57%
$85.7 - $93.96 $68.4K - $75K
2.74K $253K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-172
- 5.63%
$113.22 - $126.36 $19.5K - $21.7K
2.88K $329K
LMT
Lockheed Martin Corp

Industrials
-40
- 7.53%
$423.19 - $506.29 $16.9K - $20.3K
491 $219K
EOG
Eog Resources Inc

Energy
-505
- 8.46%
$120.54 - $138.05 $60.9K - $69.7K
5.47K $701K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-37
- 1.07%
$81.62 - $96.63 $3.02K - $3.58K
3.41K $283K
DVY
Ishares Tr

ETFs
-299
- 3.98%
$128.58 - $138.1 $38.4K - $41.3K
7.21K $956K
VO
Vanguard Mid Cap ETF

ETFs
-45
- 2.91%
$251.87 - $277.95 $11.3K - $12.5K
1.5K $386K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-62
- 2.63%
$117.4 - $131.02 $7.28K - $8.12K
2.3K $274K
FTNT
Fortinet, Inc.

Technology
-338
- 4.82%
$92.49 - $114.57 $31.3K - $38.7K
6.68K $642K
QCOM
Qualcomm Inc

Technology
-105
- 3.86%
$151.94 - $175.86 $16K - $18.5K
2.62K $401K
NSC
Norfolk Southern Corp

Industrials
-52
- 4.81%
$227.69 - $259.76 $11.8K - $13.5K
1.03K $243K
TXN
Texas Instruments Inc

Technology
-50
- 1.63%
N/A
3.01K $585K
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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