Transform Wealth, LLC Sells in Q3 2024

Transform Wealth, LLC

  • $1.46 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-1.24M
- 74.06%
$20.69 - $21.17 $25.7M - $26.3M
434K $9.13M
XLK
Technology Sector Spdr

ETFs
-97.7K
- 97.77%
$197.34 - $237.68 $19.3M - $23.2M
2.23K $502K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-103K
- 87.35%
$162.83 - $179.16 $16.8M - $18.4M
14.9K $2.67M
XLI
Industrial Sector Spdr

ETFs
-74.8K
- 93.21%
$120.56 - $135.44 $9.02M - $10.1M
5.45K $737K
UNH
Unitedhealth Group Inc

Healthcare
-13.8K
- 54.49%
$488.01 - $604.18 $6.72M - $8.32M
11.5K $6.73M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-5.74K
- 91.65%
$1015.62 - $1159.62 $5.83M - $6.66M
523 $602K
GOOGL
Alphabet Inc.

Communication Services
-14K
- 9.0%
$148.65 - $191.18 $2.08M - $2.68M
142K $23.5M
KLAC
Kla Corp

Technology
-4.58K
- 34.18%
$696.17 - $892.35 $3.19M - $4.09M
8.83K $6.83M
DE
Deere & CO

Industrials
-6.98K
- 81.88%
$344.84 - $418.0 $2.41M - $2.92M
1.54K $644K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-44K
- 82.58%
$54.98 - $59.51 $2.42M - $2.62M
9.28K $552K
CVX
Chevron Corp

Energy
-5.07K
- 6.8%
$137.88 - $161.97 $699K - $822K
69.5K $10.2M
MCD
Mcdonalds Corp

Consumer Cyclical
-3.86K
- 81.54%
$245.82 - $304.51 $949K - $1.18M
874 $266K
GOOG
Alphabet Inc.

Communication Services
-2.25K
- 7.69%
$149.54 - $192.66 $336K - $433K
27K $4.51M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-30.5K
- 64.08%
$28.08 - $32.61 $857K - $996K
17.1K $541K
DELL
Dell Technologies Inc.

Technology
-1.18K
- 3.77%
$87.89 - $145.97 $104K - $172K
30.1K $3.57M
VTI
Vanguard Total Stock Market Et

ETFs
-2.87K
- 15.15%
$255.18 - $283.2 $733K - $814K
16.1K $4.56M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-19.1K
- 8.58%
$25.19 - $25.5 $481K - $487K
203K $5.18M
LLY
Eli Lilly & CO

Healthcare
-191
- 3.63%
$772.14 - $960.02 $147K - $183K
5.07K $4.49M
ELV
Elevance Health, Inc.

Healthcare
-256
- 4.01%
$500.12 - $562.29 $128K - $144K
6.13K $3.19M
NUE
Nucor Corp

Basic Materials
-814
- 34.54%
$137.77 - $166.14 $112K - $135K
1.54K $231K
WM
Waste Management Inc

Industrials
-236
- 1.83%
$196.96 - $223.45 $46.5K - $52.7K
12.7K $2.64M
ASML
Asml Holding Nv

Technology
-10
- 1.82%
$749.82 - $1098.95 $7.5K - $11K
538 $448K
FTNT
Fortinet, Inc.

Technology
-3.75K
- 34.55%
$55.39 - $77.55 $208K - $291K
7.11K $551K
FANG
Diamondback Energy, Inc.

Energy
-135
- 6.18%
$168.46 - $210.94 $22.7K - $28.5K
2.05K $353K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.21K
- 18.53%
$57.32 - $62.65 $69.3K - $75.7K
5.32K $331K
APH
Amphenol Corp

Technology
-375
- 4.77%
$58.39 - $70.41 $21.9K - $26.4K
7.49K $487K
SHEL
Shell PLC

Energy
-45
- 0.74%
$65.65 - $73.28 $2.95K - $3.3K
6.06K $399K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-1.7K
- 10.15%
$68.44 - $75.62 $116K - $128K
15K $1.14M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.01K
- 7.61%
$61.11 - $67.85 $61.4K - $68.2K
12.2K $827K
GNR
Spdr S&P Global Natural Resour

ETFs
-500
- 10.87%
$53.02 - $57.84 $26.5K - $28.9K
4.1K $236K
WWD
Woodward, Inc.

Industrials
-51
- 3.43%
$151.73 - $187.23 $7.74K - $9.55K
1.44K $246K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-535
- 10.87%
$105.53 - $118.34 $56.5K - $63.3K
4.39K $512K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-100
- 2.9%
$100.3 - $100.74 $10K - $10.1K
3.35K $337K
Victory Portfolios Ii
-7.5K
- 5.99%
N/A
118K $0
Strategic Trust
-4.74K
- 7.1%
N/A
62K $0
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-1.43K
- 4.31%
$43.73 - $46.29 $62.5K - $66.1K
31.7K $1.46M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-133
- 3.68%
$84.81 - $93.54 $11.3K - $12.4K
3.48K $320K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-116
- 4.84%
$475.2 - $527.7 $55.1K - $61.2K
2.28K $1.2M
PG
Procter & Gamble CO

Consumer Defensive
-62
- 2.73%
$160.76 - $177.82 $9.97K - $11K
2.21K $382K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-1.89K
- 6.33%
$66.31 - $74.08 $125K - $140K
27.9K $2.05M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-150
- 5.88%
$111.9 - $124.28 $16.8K - $18.6K
2.4K $296K
IAU
Ishares Gold Trust

ETFs
-509
- 8.0%
$44.06 - $50.5 $22.4K - $25.7K
5.85K $290K
VTV
Vanguard Value ETF

ETFs
-57
- 3.54%
$159.75 - $174.57 $9.11K - $9.95K
1.55K $271K
PLD
Prologis, Inc.

Real Estate
-250
- 7.62%
$111.95 - $132.43 $28K - $33.1K
3.03K $382K
IVE
Ishares S&P 500 Value ETF

ETFs
-11.8K
- 7.64%
$181.06 - $197.17 $2.14M - $2.33M
143K $28.2M
VB
Vanguard Small Cap ETF

ETFs
-16
- 1.17%
$214.77 - $237.72 $3.44K - $3.8K
1.35K $320K
VO
Vanguard Mid Cap ETF

ETFs
-39
- 2.46%
$237.84 - $263.83 $9.28K - $10.3K
1.55K $408K
DVY
Ishares Tr

ETFs
-150
- 3.13%
$119.99 - $135.74 $18K - $20.4K
4.64K $626K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-631
- 6.68%
$125.95 - $142.04 $79.5K - $89.6K
8.82K $1.25M
Activity Summary
Buys All Purchases 114 New Holdings 24 Increased Positions 90 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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