Transform Wealth, LLC
CIK Number: 0001682266
1.8B
Market Value
242
# of Holdings
13 months
Avg. Holding Period
32.68%
Win Rate
33.26%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | POWL | Powell Industri... | 170.36 | -3.6% | 1.63M | -2.73% | 360.85M | 143.05 | 20.02% |
| 2 | AAPL | Apple Inc. | 222.78 | +2.24% | 293.35K | +9.04% | 73.46M | 120.28 | 4.08% |
| 3 | MSFT | Microsoft Corpo... | 375.72 | -0.81% | 151.28K | +9.39% | 63.76M | 222.65 | 3.54% |
| 4 | SGOV | iShares 0-3 Mon... | 100.67 | 0.00% | 601.8K | +17.86K% | 60.37M | 100.32 | 3.35% |
| 5 | AVGO | Broadcom Inc. | 167.77 | -0.8% | 181.97K | +5.51% | 42.19M | 50.56 | 2.34% |
Trade Smarter, Not Harder
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
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- Up to 30 years financial history
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