Transform Wealth, LLC
CIK Number: 0001682266
1.51B
Market Value
202
# of Holdings
14 months
Avg. Holding Period
64.55%
Win Rate
64.53%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Powell Inds Inc | 237.21 | +3.38% | 1.67M | -0.02% | 371.56M | 143.05 | 24.61% | |
| 2 | Apple Inc | 233.05 | -0.58% | 269.03K | +8.42% | 62.68M | 131.32 | 4.15% | |
| 3 | Microsoft Corp | 415.07 | -0.51% | 138.29K | +4.16% | 59.51M | 203.99 | 3.94% | |
| 4 | Spdr S&P 500 Et... | 581.65 | +0.04% | 72.67K | +9.60% | 41.82M | 438.44 | 2.77% | |
| 5 | Nvidia Corporat... | 131.40 | -1.38% | 250.46K | +39.98% | 30.42M | 144.21 | 2.02% |
Trade Smarter, Not Harder
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- Up to 30 years financial history
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