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CIK: 0001682266
Total reported value
$1.7B
$1.7B
213 檔
25.6%
According to the latest 13F quarterly dataset, Transform Wealth, LLC managed an equity portfolio of $1.7B at the end of Q2 2024, spanning 213 distinct U.S. exchange-listed positions.
During Q2 2024, Transform Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 213 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | POWL | Powell Industries Inc | Stock-Industrials | 18.02% | +16.79% | NEW | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.45% | +3.43% | NEW | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.92% | +3.92% | NEW | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.72% | — | +14.41% | |
| 5 | BKLN | Invesco Senior Loan ETF | ETF-Other | 2.64% | +0.71% | NEW | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.24% | +1.73% | NEW | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.13% | +1.41% | NEW | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.11% | +1.35% | NEW | |
| 9 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.97% | — | +2.37% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.96% | +1.85% | NEW | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.78% | +1.91% | NEW | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 1.70% | +0.86% | NEW | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.66% | +1.92% | NEW | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.45% | — | -7.19% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.45% | +1.64% | NEW | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.43% | +1.64% | NEW | |
| 17 | PJAN | Innovator U.s. Equity Power | ETF-Other | 1.18% | — | -9.57% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.14% | +1.08% | NEW | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 1.11% | +1.15% | NEW | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.05% | +1.08% | NEW | |
| 21 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.04% | +1.26% | NEW | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.03% | +1.41% | NEW | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.97% | +1.18% | NEW | |
| 24 | ADBE | Adobe Inc | Stock-Tech | 0.97% | — | +0.80% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.97% | — | -22.66% | |
| 26 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.94% | +0.91% | NEW | |
| 27 | CEG | Constellation Energy | Stock-Utilities | 0.93% | +0.90% | NEW | |
| 28 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.93% | — | +2.51% | |
| 29 | MCK | Mckesson CORP | Stock-Healthcare | 0.90% | +0.98% | NEW | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.88% | +0.93% | NEW | |
| 31 | HON | Honeywell International Inc | Stock-Industrials | 0.87% | +0.68% | NEW | |
| 32 | KLAC | Kla CORP | Stock-Tech | 0.83% | — | +4.05% | |
| 33 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.83% | +0.73% | NEW | |
| 34 | ACN | Accenture plc | Stock-Tech | 0.82% | +0.97% | NEW | |
| 35 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.76% | — | +13.64% | |
| 36 | QDF | Flexshares Quality Dividend | ETF-Other | 0.75% | — | -6.81% | |
| 37 | XLI | Ss Industrial Select Sector | ETF-Other | 0.73% | — | -56.24% | |
| 38 | CMI | Cummins Inc | Stock-Industrials | 0.73% | +0.80% | NEW | |
| 39 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.71% | — | +2.93% | |
| 40 | AIG | American International Group | Stock-Financials | 0.71% | — | +6.74% | |
| 41 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.70% | +0.75% | NEW | |
| 42 | CB | Chubb Limited | Stock-Financials | 0.68% | +0.75% | NEW | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.64% | — | +1.44% | |
| 44 | KO | The Coca-Cola Company | Stock-Consumer Staples | 0.64% | +0.77% | NEW | |
| 45 | WELL | Welltower Inc | Stock-Real Estate | 0.63% | +0.97% | NEW | |
| 46 | CRH | CRH plc | Stock-Materials | 0.63% | +0.70% | NEW | |
| 47 | OKE | Oneok Inc | Stock-Energy | 0.62% | +0.77% | NEW | |
| 48 | BR | Broadridge Financial Solutio | Stock-Tech | 0.59% | — | +1.63% | |
| 49 | LIN | Linde plc | Stock-Materials | 0.58% | — | -0.36% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | +0.95% | NEW |
According to official SEC Form 13F filings, Transform Wealth, LLC reported a total U.S. public equity portfolio value of $1.7B across 213 disclosed positions in Q2 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.
In terms of portfolio concentration, the top 5 core holdings (including POWL, MSFT, AAPL) accounted for 25.6% of total reported equity market value during Q2 2024.
During Q2 2024, Transform Wealth, LLC's top holdings by market value included POWL (18.0%)、MSFT (4.5%)、AAPL (3.9%). The largest single position, POWL, represented 18.0% of total portfolio value.
In Q2 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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