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 |
|---|---|---|---|---|---|---|---|
| LITSLite Strategy, Inc. | COM NEW | 30,355 | $10.4 萬 | <0.1% | – | – | 歷史 |
| KZIAKazia Therapeutics Ltd | SPONSORED ADR | 106,245 | $12.9 萬 | <0.1% | – | – | 歷史 |
| FISKEmpire State Realty OP, L.P. | UNIT LTD PRT 250 | 13,565 | $15.1 萬 | <0.1% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,127 | $20.3 萬 | <0.1% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 1,587 | $20.6 萬 | <0.1% | – | – | – |
| ITWIllinois Tool Works Inc | Stock | 946 | $21.0 萬 | <0.1% | – | – | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 4,406 | $23.6 萬 | <0.1% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 891 | $23.9 萬 | <0.1% | – | – | 歷史 |
| AMAntero Midstream Corp | Stock | 29,151 | $26.3 萬 | 0.1% | – | – | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 187 | $26.6 萬 | 0.1% | – | – | 歷史 |
| BABoeing Co | Stock | 1,141 | $29.1 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,503 | $30.2 萬 | 0.1% | – | – | – |
| RPMRPM International Inc | COM | 3,298 | $30.3 萬 | 0.1% | – | – | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 4,796 | $30.7 萬 | 0.1% | – | – | – |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 4,048 | $30.9 萬 | 0.1% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 3,295 | $31.9 萬 | 0.1% | – | – | – |
| DISWalt Disney Co | Stock | 1,797 | $33.2 萬 | 0.1% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 518 | $34.6 萬 | 0.1% | – | – | 歷史 |
| AMPEAmpio Pharmaceuticals, Inc. | COM | 205,481 | $34.7 萬 | 0.1% | – | – | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 2,975 | $37.1 萬 | 0.1% | – | – | 歷史 |
| OTISOtis Worldwide Corp | Stock | 5,579 | $38.2 萬 | 0.1% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 4,913 | $38.5 萬 | 0.1% | – | – | – |
| CHDChurch & Dwight Co Inc | COM | 4,449 | $38.9 萬 | 0.1% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 2,938 | $39.0 萬 | 0.1% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 3,878 | $39.5 萬 | 0.1% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,756 | $40.8 萬 | 0.1% | – | – | – |
| XELXcel Energy Inc | Stock | 6,317 | $42.0 萬 | 0.1% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,734 | $42.0 萬 | 0.1% | – | – | 歷史 |
| AMPAmeriprise Financial Inc | COM | 1,879 | $43.7 萬 | 0.1% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 8,746 | $44.7 萬 | 0.1% | – | – | 歷史 |
| CCICrown Castle Inc. | REIT | 2,642 | $45.5 萬 | 0.1% | – | – | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,722 | $45.7 萬 | 0.1% | – | – | – |
| SJMJ M SMUCKER Co | Stock | 3,638 | $46.0 萬 | 0.1% | – | – | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 6,309 | $46.3 萬 | 0.1% | – | – | – |
| DFSDiscover Financial Services | COM | 4,892 | $46.5 萬 | 0.1% | – | – | 歷史 |
| OGCPEmpire State Realty OP, L.P. | UNIT LTD PRT 60 | 42,283 | $47.1 萬 | 0.1% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 6,266 | $47.4 萬 | 0.1% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 4,092 | $48.3 萬 | 0.1% | – | – | 歷史 |
| RTXRTX Corp | Stock | 6,272 | $48.5 萬 | 0.1% | – | – | 歷史 |
| WRBBerkley W R Corp | COM | 6,457 | $48.7 萬 | 0.1% | – | – | 歷史 |
| SNASnap-on Inc | COM | 2,136 | $49.3 萬 | 0.1% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 213 | $49.6 萬 | 0.1% | – | – | 歷史 |
| PSXPhillips 66 | Stock | 6,116 | $49.9 萬 | 0.1% | – | – | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 10,887 | $51.5 萬 | 0.1% | – | – | 歷史 |
| APHAmphenol Corp | CL A | 7,905 | $52.1 萬 | 0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 6,870 | $53.0 萬 | 0.1% | – | – | 歷史 |
| PLDPrologis, Inc. | REIT | 5,022 | $53.2 萬 | 0.1% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 15,736 | $53.6 萬 | 0.1% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 5,296 | $54.0 萬 | 0.1% | – | – | – |
| PEPPepsiCo Inc | Stock | 3,880 | $54.9 萬 | 0.1% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 3,506 | $55.2 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 11,015 | $57.3 萬 | 0.1% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 5,667 | $57.3 萬 | 0.1% | – | – | – |
| VRSNVerisign Inc | COM | 2,911 | $57.9 萬 | 0.1% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 9,949 | $58.0 萬 | 0.1% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 8,035 | $58.6 萬 | 0.1% | – | – | – |
| INTUIntuit Inc. | Stock | 1,534 | $58.8 萬 | 0.1% | – | – | 歷史 |
| MTCHMatch Group, Inc. | COM | 4,290 | $58.9 萬 | 0.1% | – | – | 歷史 |
| CARRCarrier Global Corp | Stock | 13,963 | $59.0 萬 | 0.1% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 3,261 | $59.2 萬 | 0.1% | – | – | 歷史 |
| PKGPackaging Corp of America | Stock | 4,457 | $59.9 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46429B671 | MSCI CHINA ETF | 7,414 | $60.6 萬 | 0.1% | – | – | – |
| LMTLockheed Martin Corp | Stock | 1,668 | $61.6 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 2,116 | $63.6 萬 | 0.1% | – | – | – |
| AMTAmerican Tower Corp | REIT | 2,692 | $64.4 萬 | 0.1% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,883 | $64.9 萬 | 0.1% | – | – | – |
| PAYXPaychex Inc | Stock | 6,642 | $65.1 萬 | 0.1% | – | – | 歷史 |
| HPQHP Inc | Stock | 20,570 | $65.3 萬 | 0.1% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,871 | $66.0 萬 | 0.1% | – | – | 歷史 |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 21,093 | $66.5 萬 | 0.1% | – | – | – |
| DUKDuke Energy CORP | Stock | 7,089 | $68.4 萬 | 0.1% | – | – | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 3,870 | $68.4 萬 | 0.1% | – | – | 歷史 |
| WMBWilliams Companies, Inc. | COM | 29,193 | $69.2 萬 | 0.1% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 10,734 | $69.4 萬 | 0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 6,639 | $69.6 萬 | 0.1% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 2,014 | $72.3 萬 | 0.1% | – | – | 歷史 |
| WHRWhirlpool Corp | Stock | 3,292 | $72.5 萬 | 0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,132 | $72.7 萬 | 0.1% | – | – | – |
| iShares Tr464287721 | U.S. TECH ETF | 8,400 | $73.7 萬 | 0.1% | – | – | – |
| BOKFBok Financial Corp | COM NEW | 8,355 | $74.6 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,613 | $74.7 萬 | 0.1% | – | – | – |
| ICEIntercontinental Exchange, Inc. | Stock | 6,877 | $76.8 萬 | 0.2% | – | – | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 8,151 | $78.3 萬 | 0.2% | – | – | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 3,882 | $78.7 萬 | 0.2% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 4,235 | $80.0 萬 | 0.2% | – | – | 歷史 |
| IAC Interactivecorp New44891N109 | COM | 3,749 | $81.1 萬 | 0.2% | – | – | – |
| ORLYO Reilly Automotive Inc | Stock | 1,638 | $83.1 萬 | 0.2% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 6,022 | $85.2 萬 | 0.2% | – | – | 歷史 |
| MSCIMSCI Inc. | Stock | 2,045 | $85.8 萬 | 0.2% | – | – | 歷史 |
| SYKStryker Corp | Stock | 3,522 | $85.8 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 5,398 | $86.1 萬 | 0.2% | – | – | – |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 17,473 | $88.2 萬 | 0.2% | – | – | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 27,658 | $88.3 萬 | 0.2% | – | – | – |
| ECLEcolab Inc. | Stock | 4,185 | $89.6 萬 | 0.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 16,574 | $92.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 24,513 | $94.1 萬 | 0.2% | – | – | – |
| EWEdwards Lifesciences Corp | Stock | 12,060 | $100.9 萬 | 0.2% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 16,118 | $103.7 萬 | 0.2% | – | – | – |
| PGProcter & Gamble Co | Stock | 7,739 | $104.8 萬 | 0.2% | – | – | 歷史 |
| ProShares Tr74347X849 | SHRT 20+YR TRE | 58,214 | $105.5 萬 | 0.2% | – | – | – |