Transform Wealth, LLC Sells in Q4 2024

Transform Wealth, LLC

  • $1.75 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QDF
Flexshares Quality Dividend In

ETFs
-277K
- 80.26%
$70.4 - $73.87 $19.5M - $20.4M
68K $4.8M
POWL
Powell Industries Inc

Industrials
-45.8K
- 2.73%
$221.65 - $352.37 $10.1M - $16.1M
1.63M $361M
WFC
Wells Fargo & Company

Financial Services
-188K
- 82.42%
$54.98 - $77.35 $10.4M - $14.6M
40.2K $2.82M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-9.44K
- 97.01%
$701.85 - $1046.91 $6.62M - $9.88M
291 $207K
AIG
American International Group, Inc.

Financial Services
-126K
- 96.93%
$70.0 - $79.22 $8.81M - $9.97M
3.99K $290K
SPY
Spdr S&P 500 ETF Trust

ETFs
-15.9K
- 21.87%
$567.81 - $607.81 $9.02M - $9.66M
56.8K $33.3M
VTI
Vanguard Total Stock Market Et

ETFs
-12.4K
- 77.03%
$280.04 - $302.45 $3.47M - $3.75M
3.7K $1.07M
HYLB
Xtrackers Usd High Yield Corp

ETFs
-49.9K
- 20.57%
$35.95 - $36.76 $1.8M - $1.84M
193K $6.96M
UNH
Unitedhealth Group Inc

Healthcare
-1.62K
- 14.06%
$485.52 - $625.25 $786K - $1.01M
9.89K $5M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-20.7K
- 74.11%
$67.29 - $73.38 $1.39M - $1.52M
7.23K $490K
JBBB
Janus Detroit Str Tr Henderson

ETFs
-15.8K
- 14.42%
$48.59 - $49.45 $766K - $780K
93.6K $4.6M
NVS
Novartis Ag

Healthcare
-389
- 1.37%
$96.78 - $117.18 $37.6K - $45.6K
27.9K $2.72M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-14.9K
- 18.73%
$28.6 - $29.27 $426K - $436K
64.6K $1.85M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-4K
- 10.0%
N/A
36K $3.09M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-11.3K
- 17.34%
$54.89 - $64.32 $623K - $730K
54.1K $3.27M
DELL
Dell Technologies Inc.

Technology
-1.34K
- 4.46%
$111.96 - $144.21 $150K - $194K
28.8K $3.32M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.26K
- 14.26%
$131.66 - $144.0 $165K - $181K
7.56K $998K
XLV
Select Sector Spdr Fund Health

ETFs
-377
- 4.87%
$136.28 - $154.74 $51.4K - $58.3K
7.36K $1.01M
DE
Deere & CO

Industrials
-352
- 22.8%
$389.45 - $466.0 $137K - $164K
1.19K $505K
XLI
Industrial Sector Spdr

ETFs
-855
- 15.7%
$131.76 - $143.99 $113K - $123K
4.59K $604K
XLU
Utilities Sector Spdr

ETFs
-1.11K
- 12.71%
$74.89 - $82.93 $83.3K - $92.2K
7.64K $577K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-112
- 21.41%
$1146.59 - $1270.6 $128K - $142K
411 $487K
PLD
Prologis, Inc.

Real Estate
-416
- 13.73%
$101.4 - $126.96 $42.2K - $52.8K
2.61K $276K
HPQ
Hp Inc

Technology
-1.6K
- 13.12%
$32.46 - $39.3 $51.8K - $62.8K
10.6K $344K
ETN
Eaton Corp PLC

Industrials
-255
- 14.33%
$326.96 - $377.52 $83.4K - $96.3K
1.53K $506K
QCOM
Qualcomm Inc

Technology
-195
- 6.69%
$150.4 - $178.04 $29.3K - $34.7K
2.72K $417K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-504
- 2.94%
$27.09 - $32.06 $13.7K - $16.2K
16.6K $465K
ALL
Allstate Corp

Financial Services
-527
- 6.5%
$181.25 - $208.2 $95.5K - $110K
7.58K $1.46M
TGT
Target Corp

Consumer Defensive
-131
- 5.04%
$121.59 - $160.69 $15.9K - $21.1K
2.47K $333K
LMT
Lockheed Martin Corp

Industrials
-28
- 5.01%
$479.66 - $614.62 $13.4K - $17.2K
531 $258K
IWD
Ishares Russell 1000 Val ETF

ETFs
-197
- 13.0%
$183.23 - $199.79 $36.1K - $39.4K
1.32K $244K
GNR
Spdr S&P Global Natural Resour

ETFs
-73
- 1.78%
$48.67 - $58.43 $3.55K - $4.27K
4.03K $200K
RTX
Raytheon Technologies Corp

Industrials
-64
- 1.7%
$114.45 - $127.21 $7.32K - $8.14K
3.71K $428K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-90
- 2.05%
$113.92 - $127.38 $10.3K - $11.5K
4.3K $494K
PULS
Pgim ETF Tr

ETFs
-282
- 3.7%
$49.51 - $49.79 $14K - $14K
7.34K $363K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-180
- 1.56%
$50.37 - $50.6 $9.07K - $9.11K
11.3K $570K
IYW
Ishares Dj Us Tech ETF

ETFs
-374
- 6.01%
$148.14 - $166.23 $55.4K - $62.2K
5.85K $933K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-33
- 0.95%
$90.66 - $99.46 $2.99K - $3.28K
3.45K $313K
VIG
Vanguard Dividend Appreciation

ETFs
-16
- 1.31%
N/A
1.21K $220K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-41
- 1.71%
$121.89 - $135.52 $5K - $5.56K
2.36K $295K
Series Portfolios Tr
-28.9K
- 14.5%
N/A
170K $0
Smurfit Westrock PLC
-562
- 1.95%
N/A
28.3K $0
PAUG
Innovator U.S. Equity Power Bu

ETFs
-19
- 0.26%
$37.61 - $38.92 $715 - $739
7.42K $285K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-295
- 3.1%
$55.73 - $66.16 $16.4K - $19.5K
9.23K $556K
CSCO
Cisco Systems, Inc.

Technology
-635
- 6.65%
$52.45 - $60.02 $33.3K - $38.1K
8.92K $528K
KR
Kroger CO

Consumer Defensive
-1.27K
- 4.34%
$55.21 - $63.3 $69.9K - $80.1K
27.9K $1.7M
CRWD
Crowd Strike Holdings, Inc.

Technology
-32
- 4.44%
$275.15 - $388.2 $8.8K - $12.4K
688 $235K
HPE
Hewlett Packard Enterprise CO

Technology
-3.45K
- 2.45%
$19.31 - $23.95 $66.6K - $82.7K
137K $2.93M
EPD
Enterprise Products Partners L.P.

Energy
-500
- 1.07%
$28.66 - $34.43 $14.3K - $17.2K
46.4K $1.45M
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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