Transform Wealth, LLC Purchases in Q4 2024

Transform Wealth, LLC

  • $1.75 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
598K
+ 17864.21%
$100.16 - $100.7 $59.9M - $60.3M
602K $60.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
46.4K
+ 2034.38%
$521.84 - $558.82 $24.2M - $26M
48.7K $26.3M
XLF
Financial Sector Spdr

ETFs
388K
+ 2709.39%
$44.89 - $51.34 $17.4M - $19.9M
403K $19.5M
IAU
Ishares Gold Trust

ETFs
292K
+ 4996.45%
$48.37 - $52.65 $14.1M - $15.4M
298K $14.8M
AVGO
Broadcom Inc.

Technology
9.51K
+ 5.51%
$159.67 - $250.0 $1.52M - $2.38M
182K $42.2M
XLK
Technology Sector Spdr

ETFs
49.7K
+ 2232.22%
$220.26 - $241.44 $10.9M - $12M
51.9K $12.1M
AAPL
Apple Inc.

Technology
24.3K
+ 9.04%
$221.69 - $259.02 $5.39M - $6.3M
293K $73.5M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
466K
+ 107.26%
$20.98 - $21.19 $9.78M - $9.87M
900K $19M
BK
Bank Of New York Mellon Corp

Financial Services
126K
New
$70.82 - $81.87 $8.93M - $10.3M
126K $9.68M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
857K
+ 376.25%
$22.01 - $66.82 $18.9M - $57.2M
1.08M $24.6M
NVDA
Nvidia Corp

Technology
40.1K
+ 16.01%
$117.0 - $148.88 $4.69M - $5.97M
291K $39M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
159K
+ 351.8%
$50.81 - $51.59 $8.08M - $8.2M
204K $10.4M
NFLX
Netflix Inc

Communication Services
8.18K
+ 923.59%
$687.65 - $936.56 $5.63M - $7.66M
9.07K $8.08M
EMR
Emerson Electric CO

Industrials
56.6K
New
$108.13 - $134.33 $6.12M - $7.6M
56.6K $7.02M
XLY
Select Sector Spdr Consumer Di

ETFs
30.3K
New
$194.8 - $239.43 $5.91M - $7.26M
30.3K $6.81M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
120K
+ 62.95%
$50.67 - $50.9 $6.1M - $6.13M
312K $15.8M
PGR
Progressive Corp

Financial Services
24.2K
New
$239.6 - $268.88 $5.8M - $6.51M
24.2K $5.8M
VGSH
Vanguard

ETFs
99.2K
New
$58.02 - $58.88 $5.76M - $5.84M
99.2K $5.77M
JPM
Jpmorgan Chase & CO

Financial Services
12.3K
+ 12.76%
$205.18 - $250.29 $2.53M - $3.09M
109K $26.1M
GOOGL
Alphabet Inc.

Communication Services
6.93K
+ 4.89%
$161.86 - $196.66 $1.12M - $1.36M
149K $28.2M
CRM
Salesforce, Inc.

Technology
3.78K
+ 7.54%
$270.87 - $367.87 $1.02M - $1.39M
53.9K $18M
MSFT
Microsoft Corp

Technology
13K
+ 9.39%
$406.35 - $454.46 $5.27M - $5.9M
151K $63.8M
WMT
Walmart Inc.

Consumer Defensive
22.6K
+ 11.51%
$79.1 - $95.7 $1.78M - $2.16M
219K $19.7M
GS
Goldman Sachs Group Inc

Financial Services
2.26K
+ 7.27%
$486.1 - $608.57 $1.1M - $1.37M
33.3K $19.1M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
43.3K
New
$81.68 - $82.93 $3.54M - $3.59M
43.3K $3.55M
SJNK
Spdr Bloomberg Short Term High

ETFs
138K
New
$25.09 - $25.69 $3.47M - $3.55M
138K $3.49M
VGIT
Vanguard Intermediate Term Tre

ETFs
58.3K
New
$57.78 - $60.4 $3.37M - $3.52M
58.3K $3.38M
OKE
Oneok Inc

Energy
23.4K
+ 22.91%
$92.28 - $117.05 $2.16M - $2.74M
126K $12.6M
MCK
Mckesson Corp

Healthcare
2.8K
+ 13.3%
$482.27 - $628.5 $1.35M - $1.76M
23.8K $13.6M
GOOG
Alphabet Inc.

Communication Services
13.4K
+ 49.67%
$163.08 - $198.16 $2.19M - $2.66M
40.4K $7.69M
CVX
Chevron Corp

Energy
22.9K
+ 33.02%
$141.15 - $162.53 $3.24M - $3.73M
92.4K $13.4M
GLD
Spdr Gold Trust

ETFs
13K
+ 57.91%
$236.59 - $257.5 $3.08M - $3.35M
35.5K $8.59M
META
Meta Platforms, Inc.

Communication Services
4.65K
+ 21.7%
$554.08 - $632.68 $2.57M - $2.94M
26.1K $15.4M
COST
Costco Wholesale Corp

Consumer Defensive
2.47K
+ 14.81%
$873.59 - $994.69 $2.16M - $2.46M
19.2K $17.6M
VDE
Vanguard Energy ETF

ETFs
22.4K
New
$116.67 - $136.78 $2.61M - $3.06M
22.4K $2.72M
V
Visa Inc.

Financial Services
7.21K
+ 94.95%
$273.87 - $320.91 $1.97M - $2.31M
14.8K $4.68M
TMUS
T Mobile Us, Inc.

Communication Services
8.21K
+ 17.73%
$206.1 - $246.94 $1.69M - $2.03M
54.5K $12M
SLV
I Shares Silver Trust

ETFs
93.5K
New
$26.33 - $31.74 $2.46M - $2.97M
93.5K $2.46M
BX
Blackstone Inc.

Financial Services
12K
+ 61.22%
$148.45 - $199.05 $1.78M - $2.38M
31.5K $5.44M
DVYA
Ishares Asia/Pacific Divid 30

ETFs
66.2K
New
$35.33 - $39.3 $2.34M - $2.6M
66.2K $2.37M
HON
Honeywell International Inc

Industrials
5.1K
+ 8.6%
$202.84 - $236.0 $1.04M - $1.2M
64.5K $14.6M
IDV
Ishares Tr

ETFs
77.8K
New
$27.03 - $29.92 $2.1M - $2.33M
77.8K $2.13M
DVYE
Ishares Emerging Markets Divid

ETFs
82.2K
New
$25.42 - $29.74 $2.09M - $2.44M
82.2K $2.12M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
14.9K
New
$128.97 - $141.41 $1.92M - $2.1M
14.9K $1.94M
JMBS
Janus Detroit Str Tr Henderson

ETFs
57K
+ 23.04%
$44.03 - $46.65 $2.51M - $2.66M
304K $13.4M
ISRG
Intuitive Surgical Inc

Healthcare
3.2K
+ 63.9%
$471.27 - $550.62 $1.51M - $1.76M
8.21K $4.28M
CAT
Caterpillar Inc

Industrials
5.74K
+ 44.11%
$360.37 - $416.88 $2.07M - $2.39M
18.7K $6.8M
CMI
Cummins Inc

Industrials
2.29K
+ 6.36%
$324.93 - $383.42 $744K - $878K
38.3K $13.3M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
28.5K
+ 189.3%
$64.29 - $75.41 $1.83M - $2.15M
43.5K $2.81M
Activity Summary
Buys All Purchases 190 New Holdings 58 Increased Positions 132 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 1 Puts 1
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