Skip to main content

Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Oct 16, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
216
+3 vs. Q2 2024
Portfolio value
$1.51B
+$177.1M (+13.3%) vs. Q2 2024
Filed
Oct 16, 2024
SEC
Holdings of Transform Wealth, LLC in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
ACNAccenture plcStock48,590$17.2M1.1%+12,605+35.0%AddedHistory
ABBVAbbVie Inc.Stock87,306$17.2M1.1%+1,166+1.4%AddedHistory
CEGConstellation Energy CorpStock67,697$17.6M1.2%+5,623+9.1%AddedHistory
iShares S&P 500 Growth ETF464287309ETF205,847$19.7M1.3%+209+0.1%Added–
JPMJPMorgan Chase & CoStock96,679$20.4M1.4%+1,027+1.1%AddedHistory
GOOGLAlphabet Inc.Stock141,787$23.5M1.6%−14,026−9.0%ReducedHistory
Flexshares Tr33939L860QUALT DIVD IDX344,683$24.7M1.6%+193,950+128.7%Added–
AMZNAmazon Com IncStock137,220$25.6M1.7%+2,225+1.6%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF252,735$25.6M1.7%+7,801+3.2%Added–
iShares S&P 500 Value ETF464287408ETF142,839$28.2M1.9%−11,817−7.6%Reduced–
AVGOBroadcom Inc.Stock172,467$29.8M2.0%−13,073−7.0%ReducedConverted for a 10-for-1 splitHistory
NVDANVIDIA CorpStock250,457$30.4M2.0%+71,534+40.0%AddedHistory
SPYSPDR S&P 500 ETF TrustETF72,671$41.8M2.8%+6,366+9.6%AddedHistory
MSFTMicrosoft CorpStock138,295$59.5M3.9%+5,519+4.2%AddedHistory
AAPLApple Inc.Stock269,033$62.7M4.2%+20,897+8.4%AddedHistory
POWLPowell Industries IncStock1,673,759$371.6M24.6%−4030.0%ReducedHistory

Sold out since Q2 2024 (21)

Positions held at the end of Q2 2024 that are gone from this filing.

Positions of Transform Wealth, LLC sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
LRCXLam Research CorpCOM24,579$26.2M2.0%History
Innovator ETFs Trust45782C508US EQTY PWR BUF390,844$15.7M1.2%–
LPLALPL Financial Holdings Inc.COM36,141$10.1M0.8%History
HHyatt Hotels CorpCOM CL A41,576$6.32M0.5%History
DISWalt Disney CoStock57,489$5.71M0.4%History
BLDRBuilders FirstSource, Inc.Stock40,579$5.62M0.4%History
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD202,986$2.85M0.2%–
CAHCardinal Health IncStock25,912$2.55M0.2%History
Pacer US Cash Cows 100 ETF69374H881ETF37,272$2.04M0.2%–
CMCSAComcast CorpStock50,350$1.97M0.1%History
WRKWestRock CoCOM29,947$1.51M0.1%History
iShares Tr46434V4070-5YR HI YL CP27,618$1.17M0.1%–
JBLJabil IncStock10,199$1.11M0.1%History
FBLGFibroBiologics, Inc.COM SHS133,890$668.1K0.1%History
iShares Tr464287762US HLTHCARE ETF9,178$562.3K<0.1%–
Innovator ETFs Trust45782C417US EQTY PWR BUF10,357$363.8K<0.1%–
Schwab Fundamental U.S. Large Company ETF808524771ETF4,211$283.4K<0.1%–
GDGeneral Dynamics CorpStock788$228.6K<0.1%History
BABoeing CoStock1,233$224.3K<0.1%History
Dimensional U.S. Core Equity 2 ETF25434V708ETF6,567$211.7K<0.1%–
Innovator ETFs Trust45782C318US EQTY PWR BUF6,110$208.4K<0.1%–