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
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
5.63K
+ 98.5%
$50.85 - $53.88 $286K - $303K
11.3K $609K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.69K
+ 6.56%
$45.2 - $47.87 $122K - $129K
43.7K $2.08M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.64K
+ 48.16%
$58.03 - $65.37 $153K - $172K
8.11K $525K
TXN
Texas Instruments Inc

Technology
920
+ 42.97%
$194.6 - $194.6 $179K - $179K
3.06K $595K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
530
+ 2.26%
$460.0 - $505.78 $244K - $268K
24K $11.2M
MSFT
Microsoft Corp

Technology
5.52K
+ 4.16%
$395.15 - $467.56 $2.18M - $2.58M
138K $59.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
251
+ 11.77%
$434.77 - $502.96 $109K - $126K
2.38K $1.16M
AIG
American International Group, Inc.

Financial Services
2.99K
+ 2.35%
$70.16 - $79.23 $209K - $237K
130K $9.51M
IWF
Ishares Russell 1000 Gr ETF

ETFs
200
+ 21.57%
$332.02 - $382.76 $66.4K - $76.6K
1.13K $423K
IWN
Ishares Russell2000 Val ETF

ETFs
77
+ 1.73%
$150.05 - $171.34 $11.6K - $13.2K
4.52K $753K
JNJ
Johnson & Johnson

Healthcare
74
+ 2.27%
$145.48 - $167.38 $10.8K - $12.4K
3.34K $540K
IWM
Ishares Russell 2000 ETF

ETFs
60
+ 2.19%
$200.87 - $224.6 $12.1K - $13.5K
2.8K $617K
DUK
Duke Energy Corp

Utilities
3
+ 0.08%
$99.35 - $117.71 $298 - $353
3.86K $445K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
57
+ 2.93%
$256.4 - $289.78 $14.6K - $16.5K
2K $568K
TGT
Target Corp

Consumer Defensive
232
+ 9.81%
$133.47 - $159.25 $31K - $36.9K
2.6K $404K
VUG
Vanguard Growth ETF

ETFs
97
+ 8.95%
$341.08 - $391.94 $33.1K - $38K
1.18K $453K
AMT
American Tower Corp

Real Estate
4
+ 0.38%
$192.27 - $242.73 $769 - $971
1.06K $245K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
589
+ 5.4%
$50.25 - $50.74 $29.6K - $29.9K
11.5K $583K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
356
+ 7.96%
$44.9 - $47.55 $16K - $16.9K
4.83K $227K
VEU
Vanguard Ftse All World Ex Us

ETFs
2
+ 0.04%
$56.47 - $63.69 $113 - $127
5.39K $339K
TQQQ
Proshares Ultrapro Qqq

ETFs
377
+ 9.62%
$53.19 - $84.93 $20.1K - $32K
4.3K $311K
PHO
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.03%
$63.82 - $70.54 $63.8 - $70.5
3.42K $241K
JPIE
J P Morgan Exchange Traded Fd
231
+ 4.7%
$45.17 - $46.39 $10.4K - $10.7K
5.15K $238K
AMGN
Amgen Inc

Healthcare
3
+ 0.25%
$309.38 - $337.38 $928 - $1.01K
1.22K $394K
HPQ
Hp Inc

Technology
3
+ 0.02%
$32.02 - $38.11 $96.1 - $114
12.2K $436K
EPD
Enterprise Products Partners L.P.

Energy
65
+ 0.14%
$27.88 - $30.0 $1.81K - $1.95K
46.9K $1.36M
DOW
Dow Inc.

Basic Materials
32
+ 0.78%
$50.15 - $55.41 $1.6K - $1.77K
4.14K $226K
VIG
Vanguard Dividend Appreciation

ETFs
8
+ 0.66%
$182.15 - $182.15 $1.46K - $1.46K
1.22K $222K
USFR
Wisdomtree Floating Rate Treas

ETFs
36
+ 0.32%
$50.2 - $50.48 $1.81K - $1.82K
11.2K $564K
PULS
Pgim ETF Tr

ETFs
1
+ 0.01%
$49.47 - $49.8 $49.5 - $49.8
7.62K $379K
Linde PLC
276
+ 1.57%
N/A
17.9K $0
CRH.L
Crh PLC

Basic Materials
1.61K
+ 1.44%
N/A
113K $0
XLE
Energy Sector Spdr

ETFs
12
+ 0.46%
$84.35 - $93.39 $1.01K - $1.12K
2.61K $229K
MPC
Marathon Petroleum Corp

Energy
4
+ 0.29%
$158.61 - $180.75 $634 - $723
1.4K $227K
AVGO
Broadcom Inc.

Technology
154K
+ 829.54%
$136.27 - $1745.86 $21M - $269M
172K $29.8M
AMZN
Amazon Com Inc

Consumer Cyclical
2.23K
+ 1.65%
$161.02 - $200.0 $358K - $445K
137K $25.6M
ADBE
Adobe Inc.

Technology
419
+ 1.8%
$508.13 - $586.55 $213K - $246K
23.6K $12.2M
MCK
Mckesson Corp

Healthcare
552
+ 2.7%
$479.06 - $630.38 $264K - $348K
21K $10.4M
NVO
Novo Nordisk A S

Healthcare
2.35K
+ 2.7%
$119.07 - $145.42 $280K - $342K
89.3K $10.6M
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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