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... | 271.27 | -1.13% | 1.63M | -0.01% | 277.28M | 143.05 | 16.79% | Share |
| 2 | AAPL | Apple Inc. | 232.56 | +0.90% | 291.58K | -0.6% | 64.77M | 120.28 | 3.92% | Share |
| 3 | SGOV | iShares 0-3 Mon... | 100.69 | +0.02% | 601.61K | -0.03% | 60.56M | 100.32 | 3.67% | Share |
| 4 | MSFT | Microsoft Corpo... | 509.64 | +0.57% | 150.91K | -0.24% | 56.65M | 222.65 | 3.43% | Share |
| 5 | NVDA | NVIDIA Corporat... | 180.17 | -0.79% | 293.26K | +0.93% | 31.79M | 77.36 | 1.93% | Share |
| 6 | AGG | iShares Core U.... | 99.58 | +0.12% | 318.01K | +14.89% | 31.46M | 97.48 | 1.91% | Share |
| 7 | AMZN | Amazon.com, Inc... | 231.60 | +1.08% | 160.93K | +2.97% | 30.62M | 133.97 | 1.85% | Share |
| 8 | AVGO | Broadcom Inc. | 308.65 | +2.80% | 170.85K | -6.11% | 28.61M | 50.56 | 1.73% | Share |
| 9 | IVW | iShares S&P 500... | 116.23 | +0.55% | 291.48K | +39.66% | 27.06M | 55.94 | 1.64% | Share |
| 10 | JPM | JPMorgan Chase ... | 300.74 | +0.49% | 110.3K | +1.18% | 27.06M | 143.34 | 1.64% | Share |
| 11 | SCHB | Schwab U.S. Bro... | 25.09 | +0.37% | 1.08M | -0.03% | 23.34M | 19.07 | 1.41% | Share |
| 12 | GOOGL | Alphabet Inc. | 211.64 | +2.01% | 150.58K | +1.25% | 23.29M | 94.65 | 1.41% | Share |
| 13 | VOO | Vanguard S&P 50... | 596.59 | +0.37% | 44.56K | -8.56% | 22.9M | 533.16 | 1.39% | Share |
| 14 | IVE | iShares S&P 500... | 203.78 | +0.05% | 116.63K | -20.09% | 22.23M | 120.46 | 1.35% | Share |
| 15 | XLF | Financial Selec... | 53.86 | +0.15% | 427.55K | +6.22% | 21.3M | 47.95 | 1.29% | Share |
| 16 | GS | The Goldman Sac... | 751.12 | +0.19% | 38.19K | +14.60% | 20.86M | 356.25 | 1.26% | Share |
| 17 | WMT | Walmart Inc. | 96.14 | +0.06% | 220.66K | +0.98% | 19.42M | 64.27 | 1.18% | Share |
| 18 | ABBV | AbbVie Inc. | 207.92 | -0.07% | 90.63K | -3.96% | 18.99M | 108.18 | 1.15% | Share |
| 19 | XOM | Exxon Mobil Cor... | 113.37 | +0.55% | 150.56K | -1.94% | 17.91M | 75.7 | 1.08% | Share |
| 20 | IAU | iShares Gold Tr... | 64.47 | +0.73% | 302.68K | +1.47% | 17.85M | 49.4 | 1.08% | Share |
| 21 | COST | Costco Wholesal... | 944.96 | -0.48% | 18.86K | -1.64% | 17.84M | 454.89 | 1.08% | Share |
| 22 | LRCX | Lam Research Co... | 104.09 | +0.41% | 237.42K | -0.38% | 17.32M | 72.23 | 1.05% | Share |
| 23 | MCK | McKesson Corpor... | 681.02 | -0.36% | 23.92K | +0.38% | 16.11M | 405.27 | 0.98% | Share |
| 24 | ACN | Accenture plc | 256.10 | -0.4% | 51.37K | -0.08% | 16.03M | 287.68 | 0.97% | Share |
| 25 | WELL | Welltower Inc. | 167.42 | -0.2% | 104.51K | +1.81% | 16.01M | 100.27 | 0.97% | Share |
| 26 | IVV | iShares Core S&... | 652.11 | +0.36% | 27.91K | +96.66% | 15.68M | 496.94 | 0.95% | Share |
| 27 | CVX | Chevron Corpora... | 159.34 | +0.06% | 91.89K | -0.6% | 15.37M | 142.64 | 0.93% | Share |
| 28 | META | Meta Platforms,... | 751.11 | +0.50% | 26.55K | +1.85% | 15.3M | 537.94 | 0.93% | Share |
| 29 | JMBS | Janus Henderson... | 45.34 | +0.19% | 334.25K | +9.88% | 15.11M | 46.1 | 0.92% | Share |
| 30 | AER | AerCap Holdings... | 123.76 | +0.68% | 146.85K | +15.44% | 15.04M | 94.7 | 0.91% | Share |
| 31 | FPE | First Trust Pre... | 18.09 | +0.10% | 850.39K | +1.62% | 14.96M | 18.26 | 0.91% | Share |
| 32 | CEG | Constellation E... | 319.55 | +1.14% | 74.02K | +1.64% | 14.92M | 165.7 | 0.90% | Share |
| 33 | CRM | Salesforce, Inc... | 254.55 | +1.76% | 55.56K | +3.00% | 14.91M | 277.68 | 0.90% | Share |
| 34 | XLK | Technology Sele... | 266.54 | +0.79% | 69.15K | +33.25% | 14.28M | 225.84 | 0.86% | Share |
| 35 | TMUS | T-Mobile US, In... | 250.56 | -0.32% | 52.14K | -4.32% | 13.91M | 169.7 | 0.84% | Share |
| 36 | MA | Mastercard Inco... | 590.46 | -0.03% | 24.98K | +59.14% | 13.69M | 432.36 | 0.83% | Share |
| 37 | NFLX | Netflix, Inc. | 1231.45 | +0.65% | 14.6K | +60.95% | 13.61M | 895.88 | 0.82% | Share |
| 38 | CMI | Cummins Inc. | 401.91 | +0.13% | 42.08K | +9.93% | 13.19M | 233.08 | 0.80% | Share |
| 39 | CCEP | Coca-Cola Europ... | 88.83 | +0.34% | 146.99K | +5.98% | 12.79M | 71.68 | 0.77% | Share |
| 40 | OKE | ONEOK, Inc. | 75.89 | +1.08% | 127.94K | +1.77% | 12.69M | 71.26 | 0.77% | Share |
| 41 | CB | Chubb Limited | 273.23 | +0.07% | 40.84K | +0.73% | 12.37M | 225.88 | 0.75% | Share |
| 42 | TJX | The TJX Compani... | 137.11 | -0.09% | 101.42K | -0.44% | 12.35M | 85.43 | 0.75% | Share |
| 43 | LLY | Eli Lilly and C... | 732.20 | -0.27% | 14.91K | +91.72% | 12.32M | 655.86 | 0.75% | Share |
| 44 | VRTX | Vertex Pharmace... | 392.05 | +0.76% | 24.73K | -0.69% | 11.99M | 300.99 | 0.73% | Share |
| 45 | FLTR | VanEck Investme... | 25.55 | +0.02% | 467.31K | +100.00% | 11.94M | 25.55 | 0.72% | Share |
| 46 | BKLN | Invesco Senior ... | 20.90 | -0.02% | 567.84K | -36.94% | 11.75M | 21.06 | 0.71% | Share |
| 47 | CRH | CRH plc | 113.19 | -0.04% | 130.23K | +3.58% | 11.5M | 60.91 | 0.70% | Share |
| 48 | HON | Honeywell Inter... | 221.35 | +0.05% | 53.42K | -17.13% | 11.31M | 210.12 | 0.69% | Share |
| 49 | BK | The Bank of New... | 106.13 | +1.05% | 131.1K | +4.02% | 11M | 77.1 | 0.67% | Share |
| 50 | PWR | Quanta Services... | 386.11 | +1.19% | 42.98K | +1.72% | 10.93M | 236.14 | 0.66% | Share |
| 51 | HD | The Home Depot,... | 407.36 | -0.22% | 29.68K | -1.79% | 10.88M | 292.86 | 0.66% | Share |
| 52 | SPY | SPDR S&P 500 ET... | 648.86 | +0.34% | 18.61K | -67.23% | 10.44M | 438.44 | 0.63% | Share |
| 53 | GE | GE Aerospace | 276.03 | +0.98% | 51.62K | +1.21% | 10.35M | 186.03 | 0.63% | Share |
| 54 | GLD | SPDR Gold Share... | 314.99 | +0.73% | 35.59K | +0.36% | 10.25M | 201.2 | 0.62% | Share |
| 55 | BR | Broadridge Fina... | 257.05 | -0.43% | 42.09K | +1.53% | 10.24M | 184.05 | 0.62% | Share |
| 56 | LONZ | PIMCO Senior Lo... | 51.05 | +0.06% | 193.46K | -5.26% | 9.75M | 50.98 | 0.59% | Share |
| 57 | ORCL | Oracle Corporat... | 240.21 | +1.87% | 66.41K | +4.06K% | 9.28M | 139.47 | 0.56% | Share |
| 58 | LIN | Linde plc | 482.15 | -0.12% | 19.62K | -2.03% | 9.14M | 386.35 | 0.55% | Share |
| 59 | HCA | HCA Healthcare,... | 407.29 | +0.55% | 25.9K | +2.48% | 8.95M | 217.23 | 0.54% | Share |
| 60 | ADBE | Adobe Inc. | 353.96 | -0.67% | 20.61K | -19.31% | 7.91M | 393.42 | 0.48% | Share |
| 61 | JSCP | JPMorgan Short ... | 47.62 | +0.05% | 164.37K | +39.36% | 7.76M | 47.43 | 0.47% | Share |
| 62 | PGR | The Progressive... | 246.11 | +0.58% | 27.3K | +12.78% | 7.73M | 244.53 | 0.47% | Share |
| 63 | BKNG | Booking Holding... | 5651.99 | +0.65% | 1.58K | +100.00% | 7.3M | 4606.91 | 0.44% | Share |
| 64 | PULS | PGIM Ultra Shor... | 49.80 | +0.04% | 128.6K | +1.65K% | 6.4M | 49.71 | 0.39% | Share |
| 65 | GOOG | Alphabet Inc. | 212.37 | +2.00% | 39.05K | -3.28% | 6.1M | 123.28 | 0.37% | Share |
| 66 | CAT | Caterpillar Inc... | 435.10 | +0.56% | 18.44K | -1.63% | 6.08M | 316.57 | 0.37% | Share |
| 67 | KLAC | KLA Corporation | 894.00 | +0.57% | 8.87K | -0.17% | 6.03M | 490.22 | 0.37% | Share |
| 68 | NCLH | Norwegian Cruis... | 25.40 | +2.09% | 317.94K | +100.00% | 6.03M | 18.96 | 0.37% | Share |
| 69 | HYLB | Xtrackers USD H... | 37.02 | -0.01% | 166.49K | -13.65% | 6.02M | 36.92 | 0.36% | Share |
| 70 | TMO | Thermo Fisher S... | 490.19 | +0.42% | 11.46K | +1.62% | 5.71M | 342.74 | 0.35% | Share |
| 71 | SPYG | SPDR Portfolio ... | 100.63 | +0.53% | 70.09K | -3.21% | 5.63M | 42.68 | 0.34% | Share |
| 72 | VGK | Vanguard Europe... | 78.84 | +0.24% | 79.56K | +100.00% | 5.59M | 70.21 | 0.34% | Share |
| 73 | JMST | JPMorgan Ultra-... | 51.02 | -0.01% | 108.1K | -65.34% | 5.5M | 50.79 | 0.33% | Share |
| 74 | V | Visa Inc. | 349.84 | -0.15% | 15.57K | +5.21% | 5.46M | 269.87 | 0.33% | Share |
| 75 | WM | Waste Managemen... | 224.56 | -0.56% | 20.51K | -0.5% | 4.75M | 175.44 | 0.29% | Share |
| 76 | IGM | iShares Expande... | 118.95 | +1.25% | 51.24K | -48.01% | 4.65M | 64.19 | 0.28% | Share |
| 77 | VGSH | Vanguard Short-... | 58.81 | -0.03% | 78.94K | -20.43% | 4.63M | 58.18 | 0.28% | Share |
| 78 | SPYV | SPDR Portfolio ... | 54.62 | +0.07% | 85.61K | +3.07% | 4.37M | 32.78 | 0.26% | Share |
| 79 | QDF | FlexShares Qual... | 77.67 | +0.09% | 61.16K | -10.1% | 4.18M | 63.88 | 0.25% | Share |
| 80 | BX | Blackstone Inc. | 172.05 | +0.24% | 29.74K | -5.67% | 4.16M | 115.7 | 0.25% | Share |
| 81 | VFLO | VictoryShares F... | 37.19 | +0.40% | 118.52K | -10.65% | 4.06M | 31.04 | 0.25% | Share |
| 82 | RUNN | Running Oak Eff... | 34.64 | -0.36% | 118.9K | -8.67% | 3.86M | 30.43 | 0.23% | Share |
| 83 | CLOZ | Panagram Bbb-B ... | 26.92 | +0.04% | 138.31K | -18.76% | 3.68M | 26.88 | 0.22% | Share |
| 84 | SCHD | Schwab U.S. Div... | 27.82 | -0.2% | 131.44K | -31.85% | 3.67M | 25.36 | 0.22% | Share |
| 85 | SHY | iShares 1-3 Yea... | 82.91 | -0.04% | 42.84K | -1.03% | 3.54M | 81.98 | 0.21% | Share |
| 86 | ISRG | Intuitive Surgi... | 473.84 | +0.57% | 6.9K | -15.9% | 3.42M | 362.79 | 0.21% | Share |
| 87 | SCHG | Schwab U.S. Lar... | 30.87 | +0.68% | 135.42K | -16.06% | 3.39M | 21.31 | 0.21% | Share |
| 88 | TSM | Taiwan Semicond... | 238.10 | -0.5% | 20.25K | +0.91% | 3.37M | 176.09 | 0.20% | Share |
| 89 | LOW | Lowe's Companie... | 257.53 | -0.44% | 13.82K | -5.14% | 3.22M | 147.56 | 0.20% | Share |
| 90 | BRK-A | Berkshire Hatha... | 749349.30 | +0.67% | 4 | +100.00% | 3.19M | 798441.5 | 0.19% | Share |
| 91 | NVS | Novartis AG | 126.53 | -0.28% | 27.57K | -1.18% | 3.18M | 99.78 | 0.19% | Share |
| 92 | MLPX | Global X MLP & ... | 61.20 | +0.64% | 48.49K | -10.38% | 3.09M | 48.22 | 0.19% | Share |
| 93 | CGDV | Capital Group D... | 41.71 | +0.35% | 85.86K | -10.7% | 3.07M | 33.96 | 0.19% | Share |
| 94 | XLC | Communication S... | 111.62 | +0.39% | 31.42K | +6.42% | 3.03M | 90.85 | 0.18% | Share |
| 95 | IYF | iShares U.S. Fi... | 125.57 | +0.10% | 26.48K | +100.00% | 2.99M | 112.85 | 0.18% | Share |
| 96 | WMB | The Williams Co... | 57.98 | +0.85% | 49.81K | -6.25% | 2.98M | 25.66 | 0.18% | Share |
| 97 | SLV | iShares Silver ... | 35.52 | +1.50% | 95.55K | +2.14% | 2.96M | 26.43 | 0.18% | Share |
| 98 | MOAT | VanEck Mornings... | 98.58 | -0.21% | 33.32K | -7.46% | 2.93M | 90.62 | 0.18% | Share |
| 99 | KR | The Kroger Co. | 67.45 | -0.78% | 40.37K | +44.78% | 2.73M | 51.81 | 0.17% | Share |
| 100 | VGIT | Vanguard Interm... | 60.06 | +0.10% | 45.2K | -22.52% | 2.68M | 58 | 0.16% | Share |
| 101 | WFC | Wells Fargo & C... | 81.97 | -0.64% | 37.1K | -7.68% | 2.66M | 58.13 | 0.16% | Share |
| 102 | VDE | Vanguard Energy... | 126.33 | +0.79% | 20.31K | -9.35% | 2.63M | 121.31 | 0.16% | Share |
| 103 | CSCO | Cisco Systems, ... | 69.43 | +1.45% | 41.37K | +363.73% | 2.55M | 58.85 | 0.15% | Share |
| 104 | DELL | Dell Technologi... | 134.21 | +1.29% | 27.44K | -4.66% | 2.5M | 46.22 | 0.15% | Share |
| 105 | GILD | Gilead Sciences... | 112.56 | -1.19% | 22.14K | +100.00% | 2.48M | 112.05 | 0.15% | Share |
| 106 | CAH | Cardinal Health... | 149.54 | +0.20% | 17.71K | +74.98% | 2.44M | 126.63 | 0.15% | Share |
| 107 | RSP | Invesco S&P 500... | 188.79 | -0.03% | 13.98K | -26.69% | 2.42M | 163.11 | 0.15% | Share |
| 108 | WSM | Williams-Sonoma... | 187.95 | -2.2% | 15.21K | +5.16% | 2.4M | 155.96 | 0.15% | Share |
| 109 | MOO | VanEck Agribusi... | 75.18 | -0.28% | 33.27K | -23.56% | 2.26M | 72.07 | 0.14% | Share |
| 110 | DKS | DICK'S Sporting... | 215.18 | -4.79% | 11.09K | -0.48% | 2.25M | 216.56 | 0.14% | Share |
| 111 | EMR | Emerson Electri... | 134.55 | +0.82% | 20.39K | -63.97% | 2.24M | 123.93 | 0.14% | Share |
| 112 | HPE | Hewlett Packard... | 23.14 | +1.80% | 136.57K | -0.49% | 2.12M | 18.79 | 0.13% | Share |
| 113 | IDV | iShares Interna... | 36.64 | +0.22% | 68.03K | -12.55% | 2.11M | 27.38 | 0.13% | Share |
| 114 | DVYA | iShares Asia/Pa... | 42.18 | +0.57% | 58.42K | -11.77% | 2.09M | 35.81 | 0.13% | Share |
| 115 | SCHZ | Schwab U.S. Agg... | 23.32 | +0.15% | 87.21K | -5.58% | 2.02M | 23.1 | 0.12% | Share |
| 116 | SCHA | Schwab U.S. Sma... | 27.46 | +0.29% | 86.17K | -8.37% | 2.02M | 21.39 | 0.12% | Share |
| 117 | DVYE | iShares Emergin... | 29.96 | +0.64% | 72.07K | -12.32% | 1.97M | 25.83 | 0.12% | Share |
| 118 | SCHF | Schwab Internat... | 22.84 | +0.40% | 98.21K | -3.37% | 1.94M | 17.51 | 0.12% | Share |
| 119 | SPGI | S&P Global Inc. | 547.36 | -0.46% | 3.7K | +0.22% | 1.88M | 345.71 | 0.11% | Share |
| 120 | COF | Capital One Fin... | 227.13 | +1.15% | 10.4K | -3.92% | 1.87M | 112.71 | 0.11% | Share |
| 121 | SCHM | Schwab U.S. Mid... | 29.59 | +0.10% | 67.83K | -29.09% | 1.78M | 22.75 | 0.11% | Share |
| 122 | IYJ | iShares U.S. In... | 146.81 | +0.18% | 13.46K | +100.00% | 1.75M | 130.18 | 0.11% | Share |
| 123 | QQQ | Invesco QQQ Tru... | 577.07 | +0.62% | 3.52K | +11.79% | 1.65M | 476.57 | 0.10% | Share |
| 124 | ASML | ASML Holding N.... | 763.46 | -0.85% | 2.4K | -0.21% | 1.59M | 705.58 | 0.10% | Share |
| 125 | TSLA | Tesla, Inc. | 345.98 | -1.04% | 6.06K | -2.43% | 1.57M | 213.56 | 0.10% | Share |
| 126 | VFMF | Vanguard U.S. M... | 142.53 | -0.05% | 12.17K | -18.11% | 1.54M | 130.58 | 0.09% | Share |
| 127 | SJNK | SPDR Bloomberg ... | 25.57 | +0.06% | 58.17K | -57.95% | 1.46M | 25.25 | 0.09% | Share |
| 128 | EPD | Enterprise Prod... | 31.95 | +1.03% | 40.27K | -13.11% | 1.37M | 24.4 | 0.08% | Share |
| 129 | ABT | Abbott Laborato... | 131.39 | -0.05% | 10.08K | -8.14% | 1.34M | 99.55 | 0.08% | Share |
| 130 | UNH | UnitedHealth Gr... | 302.31 | -0.52% | 2.51K | -74.6% | 1.32M | 372.56 | 0.08% | Share |
| 131 | UNP | Union Pacific C... | 222.35 | +0.63% | 5.34K | -1.84% | 1.26M | 219.21 | 0.08% | Share |
| 132 | SW | Smurfit Westroc... | 46.39 | +1.60% | 27.27K | -3.45% | 1.23M | 49.42 | 0.07% | Share |
| 133 | EMLC | VanEck J.P. Mor... | 25.36 | +0.34% | 51.42K | -1.45% | 1.23M | 23.11 | 0.07% | Share |
| 134 | VYM | Vanguard High D... | 139.24 | +0.10% | 8.95K | -17.13% | 1.15M | 100.59 | 0.07% | Share |
| 135 | COP | ConocoPhillips | 98.47 | +0.58% | 10.91K | -0.1% | 1.15M | 99.17 | 0.07% | Share |
| 136 | SGOL | abrdn Physical ... | 32.63 | +0.76% | 37.23K | -10.67% | 1.11M | 22.43 | 0.07% | Share |
| 137 | VGT | Vanguard Inform... | 707.59 | +0.95% | 2.02K | -4.36% | 1.1M | 621.8 | 0.07% | Share |
| 138 | MUB | iShares Nationa... | 104.50 | +0.05% | 9.63K | +100.00% | 1.02M | 105.44 | 0.06% | Share |
| 139 | VTI | Vanguard Total ... | 320.06 | +0.35% | 3.62K | -2.16% | 993.85K | 191.38 | 0.06% | Share |
| 140 | DVY | iShares Select ... | 141.28 | -0.46% | 7.21K | -3.98% | 967.83K | 111.1 | 0.06% | Share |
| 141 | IGIB | iShares 5-10 Ye... | 53.72 | +0.08% | 18.03K | +22.49% | 946.75K | 52.18 | 0.06% | Share |
| 142 | FTHI | First Trust Buy... | 23.31 | +0.17% | 41.63K | +100.00% | 910.05K | 21.86 | 0.06% | Share |
| 143 | SIVR | abrdn Physical ... | 37.26 | +1.53% | 27.29K | -8.31% | 887.33K | 27.57 | 0.05% | Share |
| 144 | SCHX | Schwab U.S. Lar... | 25.71 | +0.33% | 36.17K | -2.58% | 798.58K | 13.73 | 0.05% | Share |
| 145 | VXUS | Vanguard Total ... | 71.69 | +0.41% | 12.74K | +21.01% | 791.27K | 61.25 | 0.05% | Share |
| 146 | IYW | iShares U.S. Te... | 184.64 | +0.98% | 5.6K | -4.26% | 786.71K | 53.59 | 0.05% | Share |
| 147 | SDY | SPDR S&P Divide... | 141.01 | -0.62% | 5.66K | -25.1% | 768.22K | 96.03 | 0.05% | Share |
| 148 | XLV | Health Care Sel... | 136.44 | -0.39% | 5.15K | -30.07% | 751.95K | 125.92 | 0.05% | Share |
| 149 | SCHI | Schwab 5-10 Yea... | 22.91 | +0.09% | 33.42K | -45.07% | 750.61K | 22.07 | 0.05% | Share |
| 150 | ITOT | iShares Core S&... | 142.19 | +0.39% | 5.91K | -5.88% | 720.87K | 58.54 | 0.04% | Share |