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CIK: 0001682266
Total reported value
$1.7B
$1.7B
261 檔
36.4%
According to the latest 13F quarterly dataset, Transform Wealth, LLC managed an equity portfolio of $1.7B at the end of Q4 2024, spanning 261 distinct U.S. exchange-listed positions.
During Q4 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 261 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | POWL | Powell Industries Inc | Stock-Industrials | 20.02% | +16.79% | NEW | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.08% | +3.92% | NEW | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.54% | +3.43% | NEW | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.35% | +3.67% | NEW | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.34% | +1.73% | NEW | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.17% | +1.92% | NEW | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.90% | +1.85% | NEW | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.85% | — | -21.87% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.56% | +1.41% | NEW | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.55% | +1.35% | NEW | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.49% | +1.91% | NEW | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.46% | +1.39% | NEW | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.45% | +1.64% | NEW | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.37% | +1.41% | NEW | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.18% | +1.64% | NEW | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 1.10% | +1.18% | NEW | |
| 17 | XLF | Ss Financial Select Sector | ETF-Other | 1.08% | +1.29% | NEW | |
| 18 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.06% | +1.26% | NEW | |
| 19 | BKLN | Invesco Senior Loan ETF | ETF-Other | 1.05% | +0.71% | NEW | |
| 20 | ACN | Accenture plc | Stock-Tech | 1.00% | +0.97% | NEW | |
| 21 | CRM | Salesforce Inc | Stock-Tech | 1.00% | +0.90% | NEW | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.97% | +1.08% | NEW | |
| 23 | LRCX | Lam Research CORP | Stock-Tech | 0.96% | +1.05% | NEW | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.93% | +1.15% | NEW | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.92% | +1.08% | NEW | |
| 26 | CEG | Constellation Energy | Stock-Utilities | 0.90% | +0.90% | NEW | |
| 27 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.88% | — | +62.95% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.85% | +0.93% | NEW | |
| 29 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.82% | +0.91% | NEW | |
| 30 | IAU | Ishares Gold Trust | ETF-Commodities | 0.82% | +1.08% | NEW | |
| 31 | HON | Honeywell International Inc | Stock-Industrials | 0.81% | +0.68% | NEW | |
| 32 | MCK | Mckesson CORP | Stock-Healthcare | 0.75% | +0.98% | NEW | |
| 33 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 0.75% | +0.92% | NEW | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.74% | +0.93% | NEW | |
| 35 | PWR | Quanta Services Inc | Stock-Industrials | 0.74% | +0.66% | NEW | |
| 36 | CMI | Cummins Inc | Stock-Industrials | 0.74% | +0.80% | NEW | |
| 37 | WELL | Welltower Inc | Stock-Real Estate | 0.72% | +0.97% | NEW | |
| 38 | OKE | Oneok Inc | Stock-Energy | 0.70% | +0.77% | NEW | |
| 39 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.68% | +0.75% | NEW | |
| 40 | AER | AerCap Holdings N.V. | Stock-Industrials | 0.68% | +0.91% | NEW | |
| 41 | XLK | Ss Technology Select Sector | ETF-Tech | 0.67% | +0.86% | NEW | |
| 42 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.67% | +0.84% | NEW | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.65% | — | +15.19% | |
| 44 | CRH | CRH plc | Stock-Materials | 0.65% | +0.70% | NEW | |
| 45 | ADBE | Adobe Inc | Stock-Tech | 0.63% | — | +8.07% | |
| 46 | CB | Chubb Limited | Stock-Financials | 0.62% | +0.75% | NEW | |
| 47 | KO | The Coca-Cola Company | Stock-Consumer Staples | 0.59% | +0.77% | NEW | |
| 48 | LONZ | Pimco Senior Loan Active ETF | ETF-Other | 0.58% | — | +351.80% | |
| 49 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.56% | — | +6.52% | |
| 50 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.56% | +0.73% | NEW |
According to official SEC Form 13F filings, Transform Wealth, LLC reported a total U.S. public equity portfolio value of $1.7B across 261 disclosed positions in Q4 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, AAPL, MSFT) accounted for 36.4% of total reported equity market value during Q4 2024.
During Q4 2024, Transform Wealth, LLC's top holdings by market value included POWL (20.0%)、AAPL (4.1%)、MSFT (3.5%). The largest single position, POWL, represented 20.0% of total portfolio value.
In Q4 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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