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CIK: 0001682266
Total reported value
$1.7B
$1.7B
216 檔
34.3%
During the Q3 2024 filing period, Transform Wealth, LLC (CIK: 0001682266) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.7B across 216 reported positions.
During Q3 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 POWL, AAPL, MSFT) accounted for 34.3% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 216 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | POWL | Powell Industries Inc | Stock-Industrials | 24.61% | +16.79% | NEW | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.15% | +3.92% | NEW | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.94% | +3.43% | NEW | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.77% | — | +9.60% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.02% | +1.92% | NEW | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 1.97% | +1.73% | NEW | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.87% | +1.35% | NEW | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.70% | +1.91% | NEW | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.69% | +1.85% | NEW | |
| 10 | QDF | Flexshares Quality Dividend | ETF-Other | 1.64% | — | +128.67% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.56% | +1.41% | NEW | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.35% | +1.64% | NEW | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.31% | +1.64% | NEW | |
| 14 | CEG | Constellation Energy | Stock-Utilities | 1.17% | +0.90% | NEW | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.14% | +1.15% | NEW | |
| 16 | ACN | Accenture plc | Stock-Tech | 1.14% | +0.97% | NEW | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.05% | +1.18% | NEW | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.03% | +1.08% | NEW | |
| 19 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.02% | +1.26% | NEW | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.00% | +1.41% | NEW | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.98% | +1.08% | NEW | |
| 22 | CRM | Salesforce Inc | Stock-Tech | 0.91% | +0.90% | NEW | |
| 23 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.91% | +0.91% | NEW | |
| 24 | WFC | Wells Fargo & Co | Stock-Financials | 0.86% | — | +117.15% | |
| 25 | HON | Honeywell International Inc | Stock-Industrials | 0.81% | +0.68% | NEW | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.81% | +0.93% | NEW | |
| 27 | ADBE | Adobe Inc | Stock-Tech | 0.81% | — | +1.80% | |
| 28 | PWR | Quanta Services Inc | Stock-Industrials | 0.79% | +0.66% | NEW | |
| 29 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.78% | — | — | |
| 30 | CMI | Cummins Inc | Stock-Industrials | 0.77% | +0.80% | NEW | |
| 31 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 0.76% | +0.92% | NEW | |
| 32 | WELL | Welltower Inc | Stock-Real Estate | 0.76% | +0.97% | NEW | |
| 33 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.74% | +0.73% | NEW | |
| 34 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.72% | +0.75% | NEW | |
| 35 | AER | AerCap Holdings N.V. | Stock-Industrials | 0.71% | +0.91% | NEW | |
| 36 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.70% | — | +2.70% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.70% | — | +5.83% | |
| 38 | CRH | CRH plc | Stock-Materials | 0.70% | +0.70% | NEW | |
| 39 | CB | Chubb Limited | Stock-Financials | 0.69% | +0.75% | NEW | |
| 40 | MCK | Mckesson CORP | Stock-Healthcare | 0.69% | +0.98% | NEW | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.68% | +0.93% | NEW | |
| 42 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.68% | — | +7.48% | |
| 43 | KO | The Coca-Cola Company | Stock-Consumer Staples | 0.67% | +0.77% | NEW | |
| 44 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.65% | — | +124.52% | |
| 45 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.63% | +0.84% | NEW | |
| 46 | AIG | American International Group | Stock-Financials | 0.63% | — | +2.35% | |
| 47 | OKE | Oneok Inc | Stock-Energy | 0.62% | +0.77% | NEW | |
| 48 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.60% | +0.71% | NEW | |
| 49 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.60% | — | +1.06% | |
| 50 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 0.59% | — | — |
According to official SEC Form 13F filings, Transform Wealth, LLC reported a total U.S. public equity portfolio value of $1.7B across 216 disclosed positions in Q3 2024.
During Q3 2024, Transform Wealth, LLC's top holdings by market value included POWL (24.6%)、AAPL (4.2%)、MSFT (3.9%). The largest single position, POWL, represented 24.6% of total portfolio value.
In Q3 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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