Transform Wealth, LLC has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.31 Billion distributed in 213 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Powell Industries Inc with a value of $240M, Microsoft Corp with a value of $59.3M, Apple Inc. with a value of $52.3M, Spdr S&P 500 ETF Trust with a value of $36.1M, and Invesco ETF Tr Ii Sr Ln ETF with a value of $35.2M.
Examining the 13F form we can see an increase of $284M in the current position value, from $1.02B to 1.31B.
Below you can find more details about Transform Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.31 Billion
ETFs: $359 Million
Industrials: $291 Million
Technology: $246 Million
Healthcare: $105 Million
Financial Services: $85 Million
Consumer Cyclical: $65.8 Million
Communication Services: $54.7 Million
Energy: $41.2 Million
Other: $60.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions