Transform Wealth, LLC
- SEC CIK
- 0001682266
- 最新申報
- 2025/4/15
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/22 申報。只含多頭部位。
- 持股檔數
- 196
- 2020 年第 4 季沒有 13F 資料
- 總值
- $4.99 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 47,364 | $1,884 萬 | 3.8% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 120,534 | $1,702 萬 | 3.4% | – | – | – |
| AAPLApple Inc. | Stock | 138,619 | $1,693 萬 | 3.4% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 232,997 | $1,517 萬 | 3.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 64,093 | $1,511 萬 | 3.0% | – | – | 歷史 |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 379,828 | $1,130 萬 | 2.3% | – | – | – |
| ACNAccenture plc | Stock | 31,893 | $881.0 萬 | 1.8% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 38,933 | $860.2 萬 | 1.7% | – | – | – |
| AMZNAmazon Com Inc | Stock | 2,679 | $828.9 萬 | 1.7% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 54,118 | $823.8 萬 | 1.7% | – | – | 歷史 |
| TGTTarget Corp | Stock | 39,566 | $783.7 萬 | 1.6% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 72,168 | $781.0 萬 | 1.6% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,473 | $716.3 萬 | 1.4% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 30,744 | $712.9 萬 | 1.4% | – | – | 歷史 |
| LRCXLam Research Corp | COM | 11,777 | $701.0 萬 | 1.4% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 14,667 | $697.2 萬 | 1.4% | – | – | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 133,074 | $675.4 萬 | 1.4% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 119,683 | $675.0 萬 | 1.4% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 18,040 | $671.2 萬 | 1.3% | – | – | 歷史 |
| DEDeere & Co | Stock | 16,815 | $629.1 萬 | 1.3% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 13,448 | $613.7 萬 | 1.2% | – | – | 歷史 |
| WRKWestRock Co | COM | 116,687 | $607.4 萬 | 1.2% | – | – | 歷史 |
| DHIHorton D R Inc | COM | 66,831 | $595.6 萬 | 1.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 16,588 | $584.7 萬 | 1.2% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 12,128 | $562.3 萬 | 1.1% | – | – | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 80,489 | $549.8 萬 | 1.1% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 18,375 | $541.2 萬 | 1.1% | – | – | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 94,596 | $539.2 萬 | 1.1% | – | – | 歷史 |
| POWLPowell Industries Inc | Stock | 159,080 | $538.8 萬 | 1.1% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 13,567 | $537.7 萬 | 1.1% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 101,107 | $516.1 萬 | 1.0% | – | – | – |
| HDHome Depot, Inc. | Stock | 16,439 | $501.8 萬 | 1.0% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 6,604 | $497.9 萬 | 1.0% | – | – | 歷史 |
| DOWDow Inc. | Stock | 76,298 | $487.9 萬 | 1.0% | – | – | 歷史 |
| CCitigroup Inc | Stock | 65,142 | $473.9 萬 | 1.0% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 51,840 | $467.7 萬 | 0.9% | – | – | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 15,217 | $449.5 萬 | 0.9% | – | – | – |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 113,855 | $446.4 萬 | 0.9% | – | – | – |
| ATVIActivision Blizzard, Inc. | COM | 47,969 | $446.1 萬 | 0.9% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 26,951 | $442.9 萬 | 0.9% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 13,110 | $428.7 萬 | 0.9% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 73,675 | $428.4 萬 | 0.9% | – | – | 歷史 |
| FTNTFortinet, Inc. | Stock | 22,188 | $409.2 萬 | 0.8% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 19,019 | $403.0 萬 | 0.8% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 36,842 | $402.6 萬 | 0.8% | – | – | 歷史 |
| VSTVistra Corp. | Stock | 226,542 | $400.5 萬 | 0.8% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 28,249 | $390.6 萬 | 0.8% | – | – | 歷史 |
| BBYBest Buy Co Inc | Stock | 32,572 | $374.0 萬 | 0.8% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 59,129 | $373.3 萬 | 0.7% | – | – | 歷史 |
| ALLYAlly Financial Inc. | Stock | 80,694 | $364.8 萬 | 0.7% | – | – | 歷史 |
| COFCapital One Financial Corp | Stock | 28,334 | $360.5 萬 | 0.7% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 13,769 | $358.4 萬 | 0.7% | – | – | – |
| AMGNAmgen Inc | Stock | 13,629 | $339.1 萬 | 0.7% | – | – | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 99,523 | $327.7 萬 | 0.7% | – | – | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 16,070 | $323.6 萬 | 0.6% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 23,803 | $323.3 萬 | 0.6% | – | – | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 43,369 | $318.7 萬 | 0.6% | – | – | 歷史 |
| ALLAllstate Corp | Stock | 27,545 | $316.5 萬 | 0.6% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 83,052 | $314.8 萬 | 0.6% | – | – | – |
| Flexshares Tr33939L860 | QUALT DIVD IDX | 57,668 | $307.4 萬 | 0.6% | – | – | – |
| MUMicron Technology Inc | Stock | 33,870 | $298.8 萬 | 0.6% | – | – | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 29,890 | $294.3 萬 | 0.6% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,420 | $293.7 萬 | 0.6% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 52,869 | $273.4 萬 | 0.5% | – | – | 歷史 |
| MAMastercard Inc | Stock | 7,505 | $267.2 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464287549 | EXPND TEC SC ETF | 7,357 | $265.5 萬 | 0.5% | – | – | – |
| NVSNovartis AG | ADR | 30,574 | $261.3 萬 | 0.5% | – | – | 歷史 |
| INTCIntel Corp | Stock | 40,273 | $257.7 萬 | 0.5% | – | – | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 11,985 | $257.5 萬 | 0.5% | – | – | 歷史 |
| Global X FDS37954Y293 | GLB X MLP ENRG I | 77,401 | $244.6 萬 | 0.5% | – | – | – |
| IAUiShares Gold Trust | ISHARES | 148,838 | $242.0 萬 | 0.5% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 18,681 | $220.5 萬 | 0.4% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 34,041 | $206.6 萬 | 0.4% | – | – | – |
| OLEDUniversal Display Corp | COM | 8,718 | $206.4 萬 | 0.4% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 10,416 | $198.1 萬 | 0.4% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 17,176 | $196.0 萬 | 0.4% | – | – | – |
| HONHoneywell International Inc | COM | 8,781 | $190.6 萬 | 0.4% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 34,015 | $188.1 萬 | 0.4% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 5,108 | $186.1 萬 | 0.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,464 | $165.1 萬 | 0.3% | – | – | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 6,044 | $147.2 萬 | 0.3% | – | – | – |
| HCAHCA Healthcare, Inc. | COM | 7,597 | $143.1 萬 | 0.3% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 11,432 | $137.0 萬 | 0.3% | – | – | 歷史 |
| HBIHanesbrands Inc. | COM | 68,515 | $134.8 萬 | 0.3% | – | – | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 45,968 | $134.2 萬 | 0.3% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,101 | $130.9 萬 | 0.3% | – | – | – |
| SPDR Ser Tr78464A532 | S&P TRANSN ETF | 14,832 | $129.8 萬 | 0.3% | – | – | – |
| EPDEnterprise Products Partners L.P. | Stock | 55,992 | $123.3 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 13,454 | $123.2 萬 | 0.2% | – | – | – |
| UNPUnion Pacific Corp | Stock | 5,397 | $119.0 萬 | 0.2% | – | – | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 58,232 | $117.3 萬 | 0.2% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 15,276 | $115.9 萬 | 0.2% | – | – | – |
| EEFTEuronet Worldwide, Inc. | COM | 7,990 | $110.5 萬 | 0.2% | – | – | 歷史 |
| EXCExelon Corp | Stock | 24,378 | $106.6 萬 | 0.2% | – | – | 歷史 |
| Innovator ETFs Trust45782C664 | US EQTY BUF SEP | 34,804 | $106.1 萬 | 0.2% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 9,053 | $105.7 萬 | 0.2% | – | – | – |
| ProShares Tr74347X849 | SHRT 20+YR TRE | 58,214 | $105.5 萬 | 0.2% | – | – | – |
| PGProcter & Gamble Co | Stock | 7,739 | $104.8 萬 | 0.2% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 16,118 | $103.7 萬 | 0.2% | – | – | – |
| EWEdwards Lifesciences Corp | Stock | 12,060 | $100.9 萬 | 0.2% | – | – | 歷史 |