Transform Wealth, LLC Sells in Q1 2025

Transform Wealth, LLC

  • $1.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
POWL
Powell Industries Inc

Industrials
-100
- 0.01%
$155.56 - $311.38 $15.6K - $31.1K
1.63M $277M
SPY
Spdr S&P 500 ETF Trust

ETFs
-38.2K
- 67.23%
$551.42 - $612.93 $21.1M - $23.4M
18.6K $10.4M
AVGO
Broadcom Inc.

Technology
-11.1K
- 6.11%
$167.43 - $244.7 $1.86M - $2.72M
171K $28.6M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-204K
- 65.34%
$50.72 - $50.92 $10.3M - $10.4M
108K $5.49M
AAPL
Apple Inc.

Technology
-1.77K
- 0.6%
$209.68 - $247.1 $371K - $437K
292K $64.8M
NVO
Novo Nordisk A S

Healthcare
-91.6K
- 96.13%
$69.3 - $90.95 $6.35M - $8.33M
3.69K $255K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-333K
- 36.94%
$20.7 - $21.15 $6.89M - $7.04M
568K $11.8M
MSFT
Microsoft Corp

Technology
-365
- 0.24%
$375.39 - $447.2 $137K - $163K
151K $56.7M
IVE
Ishares S&P 500 Value ETF

ETFs
-29.3K
- 20.09%
$185.78 - $198.58 $5.45M - $5.82M
117K $22M
IGM
Ishares Expanded Tech Sector E

ETFs
-47.3K
- 48.01%
$90.67 - $108.46 $4.29M - $5.13M
51.2K $4.65M
UNH
Unitedhealth Group Inc

Healthcare
-7.38K
- 74.6%
$461.52 - $548.18 $3.41M - $4.04M
2.51K $1.32M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4.17K
- 8.56%
$507.05 - $563.67 $2.11M - $2.35M
44.6K $22.8M
ADBE
Adobe Inc.

Technology
-4.93K
- 19.31%
$377.84 - $464.11 $1.86M - $2.29M
20.6K $7.91M
HON
Honeywell International Inc

Industrials
-11K
- 17.13%
$202.75 - $226.52 $2.24M - $2.5M
53.4K $11.3M
MRK
Merck & Co., Inc.

Healthcare
-30.4K
- 85.08%
$83.01 - $101.02 $2.52M - $3.07M
5.32K $477K
ACN
Accenture PLC

Technology
-42
- 0.08%
$300.91 - $398.25 $12.6K - $16.7K
51.4K $16M
SJNK
Spdr Bloomberg Short Term High

ETFs
-80.2K
- 57.95%
$25.08 - $25.64 $2.01M - $2.06M
58.2K $1.46M
ELV
Elevance Health, Inc.

Healthcare
-5.13K
- 86.52%
$365.9 - $436.25 $1.88M - $2.24M
800 $347K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-61.4K
- 31.85%
$27.01 - $28.54 $1.66M - $1.75M
131K $3.63M
GOOG
Alphabet Inc.

Communication Services
-1.33K
- 3.28%
$156.06 - $207.71 $207K - $275K
39.1K $6.1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-277
- 0.03%
$21.23 - $23.75 $5.88K - $6.58K
1.08M $23.2M
BX
Blackstone Inc.

Financial Services
-1.79K
- 5.66%
$136.53 - $186.74 $244K - $334K
29.7K $4.16M
VGSH
Vanguard

ETFs
-20.3K
- 20.43%
$58.07 - $58.69 $1.18M - $1.19M
78.9K $4.63M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-25.9K
- 16.06%
$24.91 - $29.02 $645K - $752K
135K $3.39M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-17.3K
- 64.32%
$56.17 - $59.71 $971K - $1.03M
9.59K $543K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-26.3K
- 13.65%
$35.96 - $36.72 $947K - $967K
166K $6.01M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-5.09K
- 26.69%
$169.43 - $182.84 $863K - $931K
14K $2.4M
TSLA
Tesla, Inc.

Consumer Cyclical
-151
- 2.43%
$222.15 - $428.22 $33.5K - $64.7K
6.06K $1.57M
AM
Antero Midstream Corp

Energy
-64.2K
- 80.95%
$15.47 - $18.04 $993K - $1.16M
15.1K $271K
HD
Home Depot, Inc.

Consumer Cyclical
-540
- 1.79%
$347.25 - $424.87 $188K - $229K
29.7K $10.9M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-27.8K
- 29.09%
$25.58 - $29.24 $712K - $814K
67.8K $1.78M
ISRG
Intuitive Surgical Inc

Healthcare
-1.31K
- 15.9%
$476.63 - $610.45 $622K - $797K
6.9K $3.42M
HPE
Hewlett Packard Enterprise CO

Technology
-676
- 0.49%
$14.77 - $24.42 $9.98K - $16.5K
137K $2.11M
DELL
Dell Technologies Inc.

Technology
-1.34K
- 4.66%
$90.34 - $124.66 $121K - $167K
27.4K $2.5M
SPYG
Spdr Portfolio

ETFs
-2.33K
- 3.21%
$80.05 - $92.39 $186K - $215K
70.1K $5.62M
CAT
Caterpillar Inc

Industrials
-305
- 1.63%
$326.75 - $407.63 $99.7K - $124K
18.4K $6.08M
VGIT
Vanguard Intermediate Term Tre

ETFs
-13.1K
- 22.52%
$57.44 - $59.4 $754K - $780K
45.2K $2.68M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
-10.7K
- 5.26%
$50.21 - $51.23 $540K - $551K
193K $9.76M
QDF
Flexshares Quality Dividend In

ETFs
-6.87K
- 10.1%
$67.19 - $73.37 $462K - $504K
61.2K $4.14M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-27.4K
- 45.07%
$21.77 - $22.56 $597K - $619K
33.4K $749K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-10.3K
- 23.56%
$64.47 - $70.13 $661K - $719K
33.3K $2.25M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
-2.69K
- 18.11%
$122.86 - $137.9 $331K - $371K
12.2K $1.53M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-7.87K
- 8.37%
$23.16 - $27.04 $182K - $213K
86.2K $2.02M
LOW
Lowes Companies Inc

Consumer Cyclical
-748
- 5.14%
$222.66 - $268.42 $167K - $201K
13.8K $3.22M
CGDV
Capital Group Divid Value ETF

ETFs
-10.3K
- 10.7%
$34.95 - $37.36 $359K - $384K
85.9K $3.04M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-53
- 0.48%
$186.55 - $250.04 $9.89K - $13.3K
11.1K $2.24M
DVYA
Ishares Asia/Pacific Divid 30

ETFs
-7.8K
- 11.77%
$35.33 - $37.02 $275K - $289K
58.4K $2.09M
XLV
Select Sector Spdr Fund Health

ETFs
-2.21K
- 30.07%
$137.61 - $149.68 $305K - $331K
5.15K $744K
DY
Dycom Industries Inc

Industrials
-1.25K
- 45.45%
$136.75 - $200.56 $171K - $251K
1.5K $228K
Activity Summary
Buys All Purchases 78 New Holdings 13 Increased Positions 65 Sells All Sells 136 Reductions 136 Sold out 0 Options Calls 0 Puts 0
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