Transform Wealth, LLC Portfolio Holdings
Transform Wealth, LLC
- $1.75 Billion
- Q4 2024
Transform Wealth, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.75 Billion distributed in 262 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Powell Industries Inc with a value of $361M, Apple Inc. with a value of $73.5M, Microsoft Corp with a value of $63.8M, Ishares Trishares 0 3 Mnth Tre with a value of $60.4M, and Broadcom Inc. with a value of $42.2M.
Examining the 13F form we can see an increase of $285M in the current position value, from $1.46B to 1.75B.
Below you can find more details about Transform Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.75 Billion
ETFs: $520 Million
Industrials: $454 Million
Technology: $297 Million
Financial Services: $105 Million
Healthcare: $89.5 Million
Consumer Cyclical: $75.7 Million
Communication Services: $71.8 Million
Consumer Defensive: $51.8 Million
Other: $82.4 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 262
- Current Value $1.75 Billion
- Prior Value $1.46 Billion
- Filing
- Period Q4 2024
- Filing Date January 16, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 58 stocks
- Additional Purchases 132 stocks
- Sold out of 0 stocks
- Reduced holdings in 54 stocks