TW

Transform Wealth, LLC

13F
Transform Wealth, LLC
Last update 2024-10-16 216 Stocks (24 new)
Value $1.51 Bil Turnover 13 %
Countries:
Top Holdings: POWL(24.61%)AAPL(4.15%)MSFT(3.94%)SPY(2.77%)NVDA(2.02%)
Portfolio Report
Summary Stock Picks Current Portfolio
Transform Wealth, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
POWL 		Powell Industries Inc
1,673,759
371557.760
-0.02%
24.610
0%
13.960
+110.63%
+290.77%
4120.340
Industrial Products
AAPL 		Apple Inc
269,033
62684.660
+8.42%
4.150
+0.32%
0.000
+3.19%
+17.04%
3389420.991
Hardware
MSFT 		Microsoft Corp
138,295
59508.320
+4.16%
3.940
+0.16%
0.000
+4.17%
+13.11%
3145177.615
Software
SPY 		S&P 500 ETF TRUST ETF
72,671
41822.120
+9.60%
2.770
+0.24%
0.010
+11.93%
+25.58%
617362.995
 
NVDA 		NVIDIA Corp
250,457
30417.890
+39.98%
2.020
+0.58%
0.000
+36.03%
+199.51%
3637553.700
Semiconductors
AVGO 		Broadcom Inc
172,467
29750.640
-7.05%
1.970
-0.16%
0.000
+18.96%
+59.57%
823048.917
Semiconductors
IVE 		iShares S&P 500 Value ETF
142,839
28163.610
-7.64%
1.870
-0.16%
0.080
+8.60%
+15.62%
36121.113
 
AGG 		iShares Core U.S. Aggregate Bond ETF
252,735
25594.440
+3.18%
1.700
+0.05%
0.020
-2.02%
-1.55%
118827.554
 
AMZN 		Amazon.com Inc
137,220
25568.210
+1.65%
1.690
+0.03%
0.000
+25.25%
+37.50%
2196690.950
Retail - Cyclical
QDF 		FlexShares Quality Dividend Index Fund
344,683
24717.190
+128.67%
1.640
+0.92%
1.310
+8.30%
+17.52%
1895.706
 

Transform Wealth, LLC's Historical Top Holdings Breakdowns

Transform Wealth, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LRCX 		Lam Research Corp2024-09-30Sold Out
-1.97%
●
73.16 ($86.94) 112.73
$75.70
-12.93%
Sold Out
0
-245,790
BKLN 		Invesco Senior Loan ETF2024-09-30Reduce
-1.96%
●
20.69 ($21.02) 21.17
$21.18
0.76%
Reduce -74.06%
434,451
-1,240,190
XLK 		Technology Select Sector SPDR ETF2024-09-30Reduce
-1.66%
●
197.34 ($219.54) 237.68
$236.15
7.57%
Reduce -97.77%
2,225
-97,744
RSP 		Invesco S&P 500 Equal Weight ETF2024-09-30Reduce
-1.27%
●
162.83 ($170.84) 179.16
$183.61
7.47%
Reduce -87.35%
14,912
-102,946
QDF 		FlexShares Quality Dividend Index Fund2024-09-30Add
+0.92%
●
65.37 ($68.79) 71.71
$72.31
5.12%
Add 128.67%
344,683
193,950
CRM 		Salesforce Inc2024-09-30New Buy
+0.91%
●
238.42 ($256.15) 276.64
$341.15
33.18%
New holding
50,165
50,165
HELO 		JPMorgan Hedged Equity Laddered Overlay ETF2024-09-30New Buy
+0.78%
●
56.88 ($59.25) 61.14
$62.89
6.14%
New holding
193,445
193,445
JMBS 		Janus Henderson Mortgage-Backed Securities ETF2024-09-30New Buy
+0.76%
●
44.13 ($45.96) 47.01
$44.73
-2.68%
New holding
247,241
247,241
LPLA 		LPL Financial Holdings Inc2024-09-30Sold Out
-0.76%
●
193 ($225.33) 282.1
$317.10
40.73%
Sold Out
0
-36,141
XLI 		Industrial Select Sector SPDR2024-09-30Reduce
-0.68%
●
120.56 ($127.11) 135.44
$141.96
11.68%
Reduce -93.21%
5,445
-74,791

Transform Wealth, LLC Total Holding History ($B)

To

Transform Wealth, LLC's Asset Allocation

To

Transform Wealth, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Transform Wealth, LLC's Hypothetical Growth since 2024-09-30

Transform Wealth, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Transform Wealth, LLC's Holdings Heat Map

Size field:

Transform Wealth, LLC's Holdings Bubble Chart

Transform Wealth, LLC News

  • 1

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