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
ECL
Ecolab Inc.

Basic Materials
-122
- 11.07%
$229.72 - $269.82 $28K - $32.9K
980 $248K
IDV
Ishares Tr

ETFs
-9.76K
- 12.55%
$27.0 - $31.7 $264K - $309K
68K $2.12M
JNJ
Johnson & Johnson

Healthcare
-590
- 13.82%
$142.06 - $167.7 $83.8K - $98.9K
3.68K $610K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-445
- 1.03%
$81.83 - $82.73 $36.4K - $36.8K
42.8K $3.54M
MCD
Mcdonalds Corp

Consumer Cyclical
-126
- 8.26%
$279.74 - $321.29 $35.2K - $40.5K
1.4K $437K
JPIE
J P Morgan Exchange Traded Fd
-109
- 1.93%
$45.46 - $46.18 $4.96K - $5.03K
5.53K $254K
MPC
Marathon Petroleum Corp

Energy
-95
- 4.76%
$134.72 - $159.03 $12.8K - $15.1K
1.9K $277K
Smurfit Westrock PLC
-975
- 3.45%
N/A
27.3K $0
Lam Research Corp
-911
- 0.38%
N/A
237K $0
Victory Portfolios Ii
-14.1K
- 10.65%
N/A
119K $0
Series Portfolios Tr
-31.9K
- 18.76%
N/A
138K $0
Strategic Trust
-11.3K
- 8.67%
N/A
119K $0
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-65
- 15.82%
$1187.71 - $1432.58 $77.2K - $93.1K
346 $495K
AMGN
Amgen Inc

Healthcare
-165
- 12.19%
$258.59 - $327.36 $42.7K - $54K
1.19K $370K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-759
- 1.45%
$22.98 - $24.13 $17.4K - $18.3K
51.4K $1.22M
UNP
Union Pacific Corp

Industrials
-100
- 1.84%
$225.21 - $254.42 $22.5K - $25.4K
5.34K $1.26M
RTX
Raytheon Technologies Corp

Industrials
-289
- 7.8%
$114.1 - $135.66 $33K - $39.2K
3.42K $452K
DUK
Duke Energy Corp

Utilities
-342
- 5.93%
$105.87 - $121.97 $36.2K - $41.7K
5.43K $661K
TJX
Tjx Companies Inc

Consumer Cyclical
-451
- 0.44%
$112.81 - $126.16 $50.9K - $56.9K
101K $12.4M
COP
Conocophillips

Energy
-11
- 0.1%
$88.6 - $105.85 $975 - $1.16K
10.9K $1.15M
SIVR
Abrdn Silver ETF Trust

ETFs
-2.47K
- 8.31%
$28.07 - $32.82 $69.4K - $81.2K
27.3K $887K
SGOL
Abrdn Gold ETF Trust

ETFs
-4.45K
- 10.67%
$25.14 - $29.82 $112K - $133K
37.2K $1.11M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.42K
- 3.37%
$18.36 - $20.51 $62.9K - $70.2K
98.2K $1.96M
ABT
Abbott Laboratories

Healthcare
-893
- 8.14%
$111.1 - $140.22 $99.2K - $125K
10.1K $1.34M
WMB
Williams Companies, Inc.

Energy
-3.32K
- 6.25%
$54.02 - $61.09 $179K - $203K
49.8K $2.98M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-190
- 0.03%
$100.34 - $100.68 $19.1K - $19.1K
602K $60.6M
COST
Costco Wholesale Corp

Consumer Defensive
-314
- 1.64%
$890.62 - $1076.86 $280K - $338K
18.9K $17.8M
NVS
Novartis Ag

Healthcare
-330
- 1.18%
$97.14 - $115.57 $32.1K - $38.1K
27.6K $3.07M
KLAC
Kla Corp

Technology
-15
- 0.17%
$636.62 - $777.63 $9.55K - $11.7K
8.87K $6.03M
WM
Waste Management Inc

Industrials
-104
- 0.5%
$200.54 - $233.78 $20.9K - $24.3K
20.5K $4.75M
XOM
Exxon Mobil Corp

Energy
-2.98K
- 1.94%
$105.44 - $118.93 $314K - $354K
151K $17.9M
TMUS
T Mobile Us, Inc.

Communication Services
-2.36K
- 4.32%
$211.3 - $272.83 $498K - $643K
52.1K $13.9M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-172
- 0.69%
$402.49 - $513.76 $69.2K - $88.4K
24.7K $12M
CVX
Chevron Corp

Energy
-552
- 0.6%
$146.71 - $167.97 $81K - $92.7K
91.9K $15.4M
ABBV
Abb Vie Inc.

Healthcare
-3.74K
- 3.96%
$169.2 - $216.66 $632K - $810K
90.6K $19M
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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