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Transform Wealth, LLC13F | |
| Transform Wealth, LLC | |
| Last update 2025-04-15 | 242 Stocks (13 new) |
| Value $1.65 Bil | Turnover 7 % |
Transform Wealth, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POWL | Powell Industries Inc | 1,627,909 | 277,281.7 | -0.01% | 16.790 | 0% | 13.500 | +39.39% | +0.36% | 2,677.0 | Industrial Products | |
AAPL | Apple Inc | 291,582 | 64,769.1 | -0.60% | 3.920 | -0.02% | 0.000 | +10.67% | -14.54% | 3,188,724.2 | Hardware | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 601,611 | 60,564.2 | -0.03% | 3.670 | 0% | 0.140 | +1.07% | +2.36% | 51,006.3 | ||
MSFT | Microsoft Corp | 150,910 | 56,650.0 | -0.24% | 3.430 | -0.01% | 0.000 | +42.38% | +21.55% | 3,793,421.7 | Software | |
NVDA | NVIDIA Corp | 293,259 | 31,786.3 | +0.93% | 1.930 | +0.02% | 0.000 | +78.29% | +28.68% | 4,213,435.8 | Semiconductors | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 318,010 | 31,457.6 | +14.89% | 1.910 | +0.25% | 0.030 | +2.27% | +3.66% | 128,510.0 | ||
AMZN | Amazon.com Inc | 160,930 | 30,618.5 | +2.97% | 1.850 | +0.05% | 0.000 | +36.32% | +3.97% | 2,421,536.9 | Retail - Cyclical | |
AVGO | Broadcom Inc | 170,848 | 28,605.1 | -6.11% | 1.730 | -0.14% | 0.000 | +74.84% | +25.72% | 1,363,593.6 | Semiconductors | |
IVW | iShares S&P 500 Growth ETF | 291,475 | 27,057.6 | +39.66% | 1.640 | +0.47% | 0.050 | +31.79% | +11.62% | 62,196.3 | ||
JPM | JPMorgan Chase & Co | 110,301 | 27,056.8 | +1.18% | 1.640 | +0.02% | 0.000 | +28.89% | +24.52% | 807,648.0 | Banks |
Transform Wealth, LLC's Historical Top Holdings Breakdowns
Transform Wealth, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -1.24% | 551.42 ($587.78) 612.93 | $631.49 | 7.44% | Reduce -67.23% | 18,605 | -38,176 | |
FLTR | VanEck IG Floating Rate ETF | 2025-03-31 | New Buy New Buy | +0.72% | 25.45 ($25.51) 25.58 | $25.51 | 0% | New holding | 467,309 | 467,309 | |
JMST |
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
| 2025-03-31 | Reduce Reduce | -0.57% | 50.72 ($50.82) 50.92 | $50.92 | 0.21% | Reduce -65.34% | 108,104 | -203,764 | |
ORCL | Oracle Corp | 2025-03-31 | Add Add | +0.55% | 139.81 ($162.81) 186.47 | $246.27 | 51.26% | Add 4055.69% | 66,408 | 64,810 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.47% | 554.06 ($590.51) 615.85 | $634.37 | 7.43% | Add 96.66% | 27,910 | 13,718 | |
IVW | iShares S&P 500 Growth ETF | 2025-03-31 | Add Add | +0.47% | 92.45 ($100.81) 106.69 | $113.09 | 12.18% | Add 39.66% | 291,475 | 82,770 | |
OC | Owens-Corning Inc | 2025-03-31 | Sold Out Sold Out | -0.45% | 137.83 ($165.31) 191.19 | $139.97 | -15.33% | Sold Out | 0 | -47,510 | |
BKNG | Booking Holdings Inc | 2025-03-31 | New Buy New Buy | +0.44% | 4295.4 ($4781.72) 5141.88 | $5,694.06 | 19.08% | New holding | 1,585 | 1,585 | |
NVO | Novo Nordisk AS | 2025-03-31 | Reduce Reduce | -0.43% | 69.3 ($82.59) 90.95 | $64.51 | -21.89% | Reduce -96.13% | 3,685 | -91,632 | |
XLP | Consumer Staples Select Sector SPDR | 2025-03-31 | Sold Out Sold Out | -0.41% | 76.23 ($79.81) 83.6 | $81.13 | 1.65% | Sold Out | 0 | -94,109 |
Transform Wealth, LLC Total Holding History ($B)
Transform Wealth, LLC's Asset Allocation
Transform Wealth, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Transform Wealth, LLC's Hypothetical Growth since 2025-03-31
Transform Wealth, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Transform Wealth, LLC's Holdings Heat Map
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Transform Wealth, LLC's Holdings Bubble Chart
Transform Wealth, LLC News
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