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CIK: 0001682266
Total reported value
$1.7B
$1.7B
219 檔
11.0%
The Q1 2024 SEC filing reveals that Transform Wealth, LLC held a total portfolio value of $1.7B, covering 219 public equity positions.
During Q1 2024, Transform Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, SPY) accounted for 11.0% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 219 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.26% | +3.43% | NEW | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.02% | +3.92% | NEW | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.89% | — | -19.95% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.79% | +1.35% | NEW | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.26% | +1.73% | NEW | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.25% | +1.85% | NEW | |
| 7 | LRCXEUR | Lam Research CORP | Stock-Tech | 2.22% | — | -4.91% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.20% | +1.91% | NEW | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.20% | +1.41% | NEW | |
| 10 | XLI | Ss Industrial Select Sector | ETF-Other | 2.19% | — | +18.47% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.04% | — | +51.90% | |
| 12 | BKLN | Invesco Senior Loan ETF | ETF-Other | 1.93% | +0.71% | NEW | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.78% | +1.64% | NEW | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.70% | +1.64% | NEW | |
| 15 | PJAN | Innovator U.s. Equity Power | ETF-Other | 1.61% | — | — | |
| 16 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.54% | — | -6.60% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 1.47% | +1.15% | NEW | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.47% | +1.92% | NEW | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.43% | +1.08% | NEW | |
| 20 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.26% | — | -6.73% | |
| 21 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.17% | +1.26% | NEW | |
| 22 | ACN | Accenture plc | Stock-Tech | 1.16% | +0.97% | NEW | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.15% | +1.41% | NEW | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.14% | +1.08% | NEW | |
| 25 | JBL | Jabil Inc | Stock-Tech | 1.13% | — | +8.17% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.11% | +0.93% | NEW | |
| 27 | ADBE | Adobe Inc | Stock-Tech | 1.10% | — | -10.53% | |
| 28 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.09% | +0.91% | NEW | |
| 29 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.04% | — | -0.42% | |
| 30 | QDF | Flexshares Quality Dividend | ETF-Other | 1.01% | — | -7.49% | |
| 31 | MCK | Mckesson CORP | Stock-Healthcare | 1.01% | +0.98% | NEW | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.99% | +1.18% | NEW | |
| 33 | CEG | Constellation Energy | Stock-Utilities | 0.98% | +0.90% | NEW | |
| 34 | CMI | Cummins Inc | Stock-Industrials | 0.96% | +0.80% | NEW | |
| 35 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.92% | +0.73% | NEW | |
| 36 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.91% | — | +1.62% | |
| 37 | CRH | CRH plc | Stock-Materials | 0.89% | +0.70% | NEW | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.89% | — | -15.06% | |
| 39 | AIG | American International Group | Stock-Financials | 0.88% | — | — | |
| 40 | FTNT | Fortinet Inc | Stock-Tech | 0.87% | — | +3.31% | |
| 41 | CB | Chubb Limited | Stock-Financials | 0.86% | +0.75% | NEW | |
| 42 | KLAC | Kla CORP | Stock-Tech | 0.85% | — | +5.45% | |
| 43 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.84% | — | +26.60% | |
| 44 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.80% | — | +4.07% | |
| 45 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.80% | — | — | |
| 46 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.79% | +0.75% | NEW | |
| 47 | LIN | Linde plc | Stock-Materials | 0.78% | — | +0.59% | |
| 48 | BR | Broadridge Financial Solutio | Stock-Tech | 0.76% | — | +6.22% | |
| 49 | OKE | Oneok Inc | Stock-Energy | 0.76% | +0.77% | NEW | |
| 50 | BLDR | Builders Firstsource Inc | Stock-Industrials | 0.76% | — | +16.08% |
According to official SEC Form 13F filings, Transform Wealth, LLC reported a total U.S. public equity portfolio value of $1.7B across 219 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q1 2024, Transform Wealth, LLC's top holdings by market value included MSFT (5.3%)、AAPL (4.0%)、SPY (2.9%). The largest single position, MSFT, represented 5.3% of total portfolio value.
In Q1 2024, Transform Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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