Transform Wealth, LLC Incresed Positions in Q3 2024

Transform Wealth, LLC

  • $1.46 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QDF
Flexshares Quality Dividend In

ETFs
194K
+ 128.67%
$65.37 - $71.71 $12.7M - $13.9M
345K $24.7M
AAPL
Apple Inc.

Technology
20.9K
+ 8.42%
$207.23 - $234.82 $4.33M - $4.91M
269K $62.7M
NVDA
Nvidia Corp

Technology
71.5K
+ 39.98%
$98.91 - $134.91 $7.08M - $9.65M
250K $30.4M
WFC
Wells Fargo & Company

Financial Services
123K
+ 117.15%
$51.58 - $60.97 $6.36M - $7.52M
229K $12.9M
ACN
Accenture PLC

Technology
12.6K
+ 35.03%
$295.44 - $355.81 $3.72M - $4.48M
48.6K $17.2M
META
Meta Platforms, Inc.

Communication Services
9.19K
+ 75.21%
$453.41 - $572.44 $4.17M - $5.26M
21.4K $12.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
6.37K
+ 9.6%
$517.38 - $573.86 $3.29M - $3.65M
72.7K $41.7M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
106K
+ 124.52%
$50.61 - $50.96 $5.37M - $5.41M
191K $9.75M
CEG
Constellation Energy Corp

Utilities
5.62K
+ 9.06%
$167.08 - $262.86 $939K - $1.48M
67.7K $17.6M
PWR
Quanta Services, Inc.

Industrials
12.9K
+ 48.24%
$239.58 - $298.23 $3.1M - $3.86M
39.8K $11.9M
TMUS
T Mobile Us, Inc.

Communication Services
13.7K
+ 41.94%
$175.14 - $206.36 $2.4M - $2.82M
46.3K $9.55M
WELL
Welltower Inc.

Real Estate
9.22K
+ 11.4%
$104.0 - $129.74 $958K - $1.2M
90.1K $11.5M
IGM
Ishares Expanded Tech Sector E

ETFs
29.5K
+ 46.78%
$84.03 - $98.62 $2.48M - $2.91M
92.5K $8.88M
WMT
Walmart Inc.

Consumer Defensive
5.41K
+ 2.84%
$66.91 - $81.4 $362K - $440K
196K $15.8M
CAT
Caterpillar Inc

Industrials
5.56K
+ 74.67%
$316.8 - $391.12 $1.76M - $2.17M
13K $5.09M
ABBV
Abb Vie Inc.

Healthcare
1.17K
+ 1.35%
$163.84 - $199.33 $191K - $232K
87.3K $17.2M
HD
Home Depot, Inc.

Consumer Cyclical
1.44K
+ 5.83%
$333.64 - $405.2 $482K - $585K
26.2K $10.6M
HCA
Hca Healthcare, Inc.

Healthcare
236
+ 1.06%
$315.12 - $406.43 $74.4K - $95.9K
22.4K $9.12M
MLPX
Global X Mlp & Energy Infrastr

ETFs
34.1K
+ 109.07%
$50.37 - $55.21 $1.72M - $1.89M
65.5K $3.56M
CMI
Cummins Inc

Industrials
730
+ 2.07%
$266.63 - $326.4 $195K - $238K
36K $11.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.8K
+ 3.18%
$96.25 - $101.98 $751K - $796K
253K $25.6M
MRK
Merck & Co., Inc.

Healthcare
16.3K
+ 99.6%
$111.15 - $128.97 $1.81M - $2.1M
32.6K $3.71M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
12.1K
+ 10.41%
$72.22 - $81.88 $877K - $994K
129K $10.1M
TJX
Tjx Companies Inc

Consumer Cyclical
8.55K
+ 10.16%
$107.93 - $120.23 $923K - $1.03M
92.7K $10.9M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
11.1K
+ 5.1%
$59.93 - $66.52 $662K - $735K
228K $15.1M
GS
Goldman Sachs Group Inc

Financial Services
399
+ 1.3%
$459.02 - $510.25 $183K - $204K
31.1K $15.4M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
17.4K
+ 77.02%
$85.84 - $85.84 $1.49M - $1.49M
40K $3.43M
CB
Chubb LTD

Financial Services
594
+ 1.68%
$252.51 - $292.2 $150K - $174K
36K $10.4M
HPE
Hewlett Packard Enterprise CO

Technology
63.8K
+ 82.86%
$16.1 - $21.44 $1.03M - $1.37M
141K $2.88M
FPE
First Tr Pfd Secs & Income ETF

ETFs
37.8K
+ 5.25%
$17.35 - $18.22 $656K - $689K
758K $13.7M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
22.1K
+ 95.65%
$50.28 - $51.29 $1.11M - $1.13M
45.2K $2.31M
JPM
Jpmorgan Chase & CO

Financial Services
1.03K
+ 1.07%
$194.9 - $224.8 $200K - $231K
96.7K $20.4M
OKE
Oneok Inc

Energy
614
+ 0.6%
$78.62 - $95.27 $48.3K - $58.5K
102K $9.32M
MA
Mastercard Inc

Financial Services
211
+ 1.42%
$429.6 - $500.99 $90.6K - $106K
15.1K $7.45M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
4.32K
+ 61.78%
$194.69 - $239.18 $841K - $1.03M
11.3K $2.36M
BR
Broadridge Financial Solutions, Inc.

Technology
618
+ 1.56%
$196.56 - $218.55 $121K - $135K
40.4K $8.67M
TMO
Thermo Fisher Scientific Inc.

Healthcare
153
+ 1.42%
$531.86 - $624.21 $81.4K - $95.5K
10.9K $6.75M
NVS
Novartis Ag

Healthcare
5.14K
+ 22.21%
$106.13 - $120.89 $546K - $621K
28.3K $3.25M
COST
Costco Wholesale Corp

Consumer Defensive
190
+ 1.15%
$801.83 - $917.05 $152K - $174K
16.7K $14.8M
HON
Honeywell International Inc

Industrials
5.33K
+ 9.87%
$196.73 - $220.21 $1.05M - $1.17M
59.4K $12.3M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
677
+ 7.48%
$1024.09 - $1201.76 $693K - $814K
9.73K $10.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.04K
+ 23.9%
$92.63 - $105.69 $560K - $639K
31.3K $3.26M
IVW
Ishares S&P 500 Growth ETF

ETFs
209
+ 0.1%
$84.77 - $97.13 $17.7K - $20.3K
206K $19.7M
XLP
Consumer Staples Sector Spdr

ETFs
7.86K
+ 9.52%
$76.04 - $76.04 $598K - $598K
90.4K $6.87M
TSLA
Tesla, Inc.

Consumer Cyclical
843
+ 17.94%
$191.76 - $263.26 $162K - $222K
5.54K $1.45M
IVV
Ishares Core S&P 500 ETF

ETFs
159
+ 1.16%
$520.18 - $576.82 $82.7K - $91.7K
13.9K $8M
XOM
Exxon Mobil Corp

Energy
1.29K
+ 0.98%
$109.72 - $119.0 $141K - $153K
133K $15.6M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.65K
+ 2.13%
$48.51 - $52.86 $79.8K - $87K
78.8K $4.16M
SPYG
Spdr Portfolio

ETFs
2.1K
+ 3.02%
$73.38 - $84.1 $154K - $177K
71.8K $5.96M
Activity Summary
Buys All Purchases 114 New Holdings 24 Increased Positions 90 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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