Transform Wealth, LLC
CIK Number: 0001682266
Main Sectors:
Top Industries:
Filing Date: Apr 15, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | POWL | Powell Industri... | 303.02 | +4.14% | 1.63M | -0.01% | 277.28M | 143.05 | 16.79% | Share |
| 2 | AAPL | Apple Inc. | 254.43 | -0.4% | 291.58K | -0.6% | 64.77M | 120.28 | 3.92% | Share |
| 3 | SGOV | iShares 0-3 Mon... | 100.70 | +0.01% | 601.61K | -0.03% | 60.56M | 100.32 | 3.67% | Share |
| 4 | MSFT | Microsoft Corpo... | 514.60 | +0.61% | 150.91K | -0.24% | 56.65M | 222.65 | 3.43% | Share |
| 5 | NVDA | NVIDIA Corporat... | 181.88 | +2.07% | 293.26K | +0.93% | 31.79M | 77.36 | 1.93% | Share |
| 6 | AGG | iShares Core U.... | 100.29 | +0.22% | 318.01K | +14.89% | 31.46M | 97.48 | 1.91% | Share |
| 7 | AMZN | Amazon.com, Inc... | 222.17 | +1.09% | 160.93K | +2.97% | 30.62M | 133.97 | 1.85% | Share |
| 8 | AVGO | Broadcom Inc. | 327.90 | -1.98% | 170.85K | -6.11% | 28.61M | 50.56 | 1.73% | Share |
| 9 | IVW | iShares S&P 500... | 120.18 | +0.36% | 291.48K | +39.66% | 27.06M | 55.94 | 1.64% | Share |
| 10 | JPM | JPMorgan Chase ... | 315.72 | -0.11% | 110.3K | +1.18% | 27.06M | 143.34 | 1.64% | Share |
| 11 | SCHB | Schwab U.S. Bro... | 25.61 | +0.22% | 1.08M | -0.03% | 23.34M | 19.07 | 1.41% | Share |
| 12 | GOOGL | Alphabet Inc. | 244.05 | -1.01% | 150.58K | +1.25% | 23.29M | 94.65 | 1.41% | Share |
| 13 | VOO | Vanguard S&P 50... | 610.11 | -0.01% | 44.56K | -8.56% | 22.9M | 533.16 | 1.39% | Share |
| 14 | IVE | iShares S&P 500... | 205.81 | +0.16% | 116.63K | -20.09% | 22.23M | 120.46 | 1.35% | Share |
| 15 | XLF | Financial Selec... | 54.12 | +0.47% | 427.55K | +6.22% | 21.3M | 47.95 | 1.29% | Share |
| 16 | GS | The Goldman Sac... | 804.20 | +0.21% | 38.19K | +14.60% | 20.86M | 356.25 | 1.26% | Share |
| 17 | WMT | Walmart Inc. | 103.08 | -0.08% | 220.66K | +0.98% | 19.42M | 64.27 | 1.18% | Share |
| 18 | ABBV | AbbVie Inc. | 223.19 | +1.17% | 90.63K | -3.96% | 18.99M | 108.18 | 1.15% | Share |
| 19 | XOM | Exxon Mobil Cor... | 114.22 | -2.56% | 150.56K | -1.94% | 17.91M | 75.7 | 1.08% | Share |
| 20 | IAU | iShares Gold Tr... | 72.15 | +1.63% | 302.68K | +1.47% | 17.85M | 49.4 | 1.08% | Share |
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