Transform Wealth, LLC
CIK Number: 0001682266
1.65B
Market Value
243
# of Holdings
13 months
Avg. Holding Period
32.03%
Win Rate
27.80%
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... | 180.49 | -7.51% | 1.63M | -2.73% | 360.85M | 143.05 | 20.02% |
| 2 | AAPL | Apple Inc. | 195.57 | -1.44% | 293.35K | +9.04% | 73.46M | 120.28 | 4.08% |
| 3 | MSFT | Microsoft Corpo... | 477.90 | -0.26% | 151.28K | +9.39% | 63.76M | 222.65 | 3.54% |
| 4 | SGOV | iShares 0-3 Mon... | 100.55 | +0.01% | 601.8K | +17.86K% | 60.37M | 100.32 | 3.35% |
| 5 | AVGO | Broadcom Inc. | 249.32 | -1.1% | 181.97K | +5.51% | 42.19M | 50.56 | 2.34% |
| 6 | NVDA | NVIDIA Corporat... | 144.07 | -0.43% | 290.55K | +16.01% | 39.02M | 77.07 | 2.17% |
| 7 | AMZN | Amazon.com, Inc... | 214.87 | -0.57% | 156.29K | +13.90% | 34.29M | 132.3 | 1.90% |
| 8 | SPY | SPDR S&P 500 ET... | 597.40 | -0.88% | 56.78K | -21.87% | 33.39M | 438.44 | 1.85% |
| 9 | GOOGL | Alphabet Inc. | 175.88 | -0.51% | 148.72K | +4.89% | 28.15M | 93.9 | 1.56% |
| 10 | IVE | iShares S&P 500... | 189.84 | -0.94% | 145.95K | +2.18% | 27.86M | 120.46 | 1.55% |
| 11 | AGG | iShares Core U.... | 98.08 | +0.33% | 276.79K | +9.52% | 26.82M | 97.27 | 1.49% |
| 12 | VOO | Vanguard 500 In... | 549.20 | -0.88% | 48.73K | +2.03K% | 26.25M | 533.16 | 1.46% |
| 13 | JPM | JPMorgan Chase ... | 269.39 | -0.36% | 109.01K | +12.76% | 26.13M | 142.14 | 1.45% |
| 14 | SCHB | Schwab U.S. Bro... | 23.02 | -0.82% | 1.08M | +376.25% | 24.61M | 19.07 | 1.37% |
| 15 | IVW | iShares S&P 500... | 105.37 | -0.85% | 208.71K | +1.39% | 21.19M | 41.31 | 1.18% |
| 16 | WMT | Walmart Inc. | 94.21 | -0.08% | 218.51K | +11.51% | 19.79M | 64.04 | 1.10% |
| 17 | XLF | Financial Selec... | 50.20 | -0.64% | 402.5K | +2.71K% | 19.45M | 47.83 | 1.08% |
| 18 | GS | The Goldman Sac... | 624.29 | -0.57% | 33.32K | +7.27% | 19.08M | 328.52 | 1.06% |
| 19 | BKLN | Invesco Senior ... | 20.90 | -0.02% | 900.46K | +107.26% | 18.97M | 21.06 | 1.05% |
| 20 | ACN | Accenture plc | 312.02 | -0.73% | 51.41K | +5.80% | 18.09M | 287.68 | 1.00% |
| 21 | CRM | Salesforce, Inc... | 262.53 | -0.51% | 53.95K | +7.54% | 18.06M | 277.96 | 1.00% |
| 22 | COST | Costco Wholesal... | 977.59 | -0.69% | 19.17K | +14.81% | 17.57M | 454.89 | 0.97% |
| 23 | LRCX | Lam Research Co... | 92.70 | -0.76% | 238.33K | +100.00% | 17.27M | 72.23 | 0.96% |
| 24 | ABBV | AbbVie Inc. | 185.53 | -2.8% | 94.37K | +8.09% | 16.77M | 108.18 | 0.93% |
| 25 | XOM | Exxon Mobil Cor... | 114.00 | +1.36% | 153.53K | +15.30% | 16.52M | 75.7 | 0.92% |
| 26 | CEG | Constellation E... | 305.70 | -0.75% | 72.82K | +7.57% | 16.29M | 165.12 | 0.90% |
| 27 | JMST | JPMorgan Ultra-... | 50.84 | +0.05% | 311.87K | +62.95% | 15.85M | 50.79 | 0.88% |
| 28 | META | Meta Platforms,... | 697.17 | -0.7% | 26.07K | +21.70% | 15.26M | 537.23 | 0.85% |
| 29 | FPE | First Trust Pre... | 17.71 | +0.08% | 836.84K | +10.40% | 14.81M | 18.27 | 0.82% |
| 30 | IAU | iShares Gold Tr... | 63.83 | +0.05% | 298.3K | +5K% | 14.77M | 49.26 | 0.82% |
| 31 | HON | Honeywell Inter... | 221.84 | -1% | 64.46K | +8.60% | 14.56M | 210.12 | 0.81% |
| 32 | MCK | McKesson Corpor... | 724.11 | +0.63% | 23.83K | +13.30% | 13.6M | 404.25 | 0.75% |
| 33 | JMBS | Janus Henderson... | 44.47 | +0.24% | 304.2K | +23.04% | 13.44M | 46.19 | 0.75% |
| 34 | CVX | Chevron Corpora... | 148.85 | +1.93% | 92.44K | +33.02% | 13.39M | 142.64 | 0.74% |
| 35 | PWR | Quanta Services... | 358.63 | -0.88% | 42.26K | +6.21% | 13.36M | 235.83 | 0.74% |
| 36 | CMI | Cummins Inc. | 314.69 | -2.36% | 38.28K | +6.36% | 13.35M | 225.1 | 0.74% |
| 37 | WELL | Welltower Inc. | 151.63 | +0.69% | 102.65K | +13.96% | 12.94M | 99.31 | 0.72% |
| 38 | OKE | ONEOK, Inc. | 81.38 | -0.94% | 125.72K | +22.91% | 12.62M | 70.76 | 0.70% |
| 39 | TJX | The TJX Compani... | 123.00 | -1.02% | 101.87K | +9.88% | 12.31M | 85.43 | 0.68% |
| 40 | AER | AerCap Holdings... | 115.05 | -0.7% | 127.21K | +12.98% | 12.17M | 93.55 | 0.68% |
| 41 | XLK | Technology Sele... | 241.22 | -0.75% | 51.89K | +2.23K% | 12.07M | 232.28 | 0.67% |
| 42 | TMUS | T-Mobile US, In... | 221.26 | -4.21% | 54.5K | +17.73% | 12.03M | 169.7 | 0.67% |
| 43 | HD | The Home Depot,... | 348.70 | -1.37% | 30.21K | +15.19% | 11.75M | 292.86 | 0.65% |
| 44 | CRH | CRH plc | 89.83 | -0.75% | 125.74K | +10.90% | 11.63M | 59.94 | 0.65% |
| 45 | ADBE | Adobe Inc. | 382.68 | -4.74% | 25.55K | +8.07% | 11.36M | 393.42 | 0.63% |
| 46 | CB | Chubb Limited | 283.75 | -0.94% | 40.55K | +12.52% | 11.24M | 225.33 | 0.62% |
| 47 | CCEP | Coca-Cola Europ... | 92.16 | -0.68% | 138.69K | +7.66% | 10.65M | 70.76 | 0.59% |
| 48 | LONZ | PIMCO Senior Lo... | 50.63 | +0.17% | 204.2K | +351.80% | 10.53M | 50.98 | 0.58% |
| 49 | IGM | iShares Expande... | 107.01 | -0.68% | 98.57K | +6.52% | 10.06M | 64.19 | 0.56% |
| 50 | VRTX | Vertex Pharmace... | 442.29 | -1.91% | 24.9K | +3.71% | 10.03M | 300.99 | 0.56% |
| 51 | BK | The Bank of New... | 89.73 | -0.84% | 126.03K | +100.00% | 9.68M | 76.83 | 0.54% |
| 52 | BR | Broadridge Fina... | 238.63 | -0.15% | 41.45K | +2.72% | 9.41M | 183.16 | 0.52% |
| 53 | GLD | SPDR Gold Share... | 311.95 | +0.05% | 35.46K | +57.91% | 8.59M | 200.89 | 0.48% |
| 54 | GE | General Electri... | 235.63 | -0.38% | 51K | +14.29% | 8.52M | 185.86 | 0.47% |
| 55 | LIN | Linde plc | 460.89 | -1.22% | 20.03K | +12.21% | 8.39M | 386.35 | 0.47% |
| 56 | IVV | iShares Core S&... | 598.51 | -0.87% | 14.19K | +2.28% | 8.35M | 434.14 | 0.46% |
| 57 | MA | Mastercard Inco... | 569.23 | +0.10% | 15.69K | +4.05% | 8.26M | 363.9 | 0.46% |
| 58 | NVO | Novo Nordisk A/... | 74.37 | -3.44% | 95.32K | +6.73% | 8.2M | 85.32 | 0.46% |
| 59 | OC | Owens Corning | 132.59 | -2.85% | 47.51K | +7.21% | 8.09M | 176.1 | 0.45% |
| 60 | NFLX | Netflix, Inc. | 1220.70 | -0.38% | 9.07K | +923.59% | 8.08M | 873.53 | 0.45% |
| 61 | GOOG | Alphabet Inc. | 177.16 | -0.44% | 40.38K | +49.67% | 7.69M | 123.28 | 0.43% |
| 62 | HCA | HCA Healthcare,... | 372.15 | +0.97% | 25.28K | +12.69% | 7.59M | 214.05 | 0.42% |
| 63 | XLP | Consumer Staple... | 80.53 | -0.86% | 94.11K | +4.12% | 7.4M | 76.72 | 0.41% |
| 64 | EMR | Emerson Electri... | 127.47 | -0.94% | 56.61K | +100.00% | 7.02M | 123.93 | 0.39% |
| 65 | HYLB | Xtrackers USD H... | 36.38 | -0.14% | 192.81K | -20.57% | 6.96M | 36.92 | 0.39% |
| 66 | XLY | Consumer Discre... | 210.37 | -1.71% | 30.34K | +100.00% | 6.81M | 224.35 | 0.38% |
| 67 | CAT | Caterpillar Inc... | 357.72 | -1.3% | 18.74K | +44.11% | 6.8M | 316.57 | 0.38% |
| 68 | SPYG | SPDR Portfolio ... | 91.36 | -0.84% | 72.41K | +0.80% | 6.37M | 42.68 | 0.35% |
| 69 | LLY | Eli Lilly and C... | 791.46 | -2% | 7.78K | +53.38% | 6M | 499.89 | 0.33% |
| 70 | TMO | Thermo Fisher S... | 390.40 | -3.62% | 11.28K | +3.28% | 5.87M | 340.22 | 0.33% |
| 71 | PGR | The Progressive... | 265.60 | -0.31% | 24.2K | +100.00% | 5.8M | 239.61 | 0.32% |
| 72 | VGSH | Vanguard Short-... | 58.49 | +0.07% | 99.21K | +100.00% | 5.77M | 58.18 | 0.32% |
| 73 | KLAC | KLA Corporation | 892.78 | +0.04% | 8.89K | +0.69% | 5.6M | 490.22 | 0.31% |
| 74 | JSCP | JPMorgan Short ... | 47.09 | +0.11% | 117.94K | +8.83% | 5.52M | 47.51 | 0.31% |
| 75 | BX | Blackstone Inc. | 135.67 | -1.87% | 31.53K | +61.22% | 5.44M | 115.7 | 0.30% |
| 76 | SCHD | Schwab U.S. Div... | 26.70 | -0.8% | 192.87K | +316.20% | 5.27M | 25.36 | 0.29% |
| 77 | UNH | UnitedHealth Gr... | 308.94 | +0.42% | 9.89K | -14.06% | 5M | 372.56 | 0.28% |
| 78 | QDF | FlexShares Qual... | 71.11 | -0.97% | 68.03K | -80.26% | 4.8M | 63.88 | 0.27% |
| 79 | V | Visa Inc. | 357.69 | +0.62% | 14.79K | +94.95% | 4.68M | 265.67 | 0.26% |
| 80 | CLOZ | Panagram Bbb-B ... | 26.74 | +0.11% | 170.25K | -14.5% | 4.62M | 26.88 | 0.26% |
| 81 | JBBB | Janus Henderson... | 48.29 | +0.02% | 93.55K | -14.42% | 4.6M | 48.95 | 0.26% |
| 82 | LEN | Lennar Corporat... | 104.66 | -4.41% | 33.46K | +3.86% | 4.56M | 185.58 | 0.25% |
| 83 | VFLO | VictoryShares F... | 35.01 | -0.95% | 132.65K | +12.72% | 4.52M | 31.04 | 0.25% |
| 84 | SCHG | Schwab U.S. Lar... | 27.99 | -0.86% | 161.34K | +415.16% | 4.5M | 21.31 | 0.25% |
| 85 | ISRG | Intuitive Surgi... | 511.97 | -1.36% | 8.21K | +63.90% | 4.28M | 362.79 | 0.24% |
| 86 | RUNN | Running Oak Eff... | 33.03 | -0.57% | 130.19K | +110.00% | 4.27M | 30.43 | 0.24% |
| 87 | SPYV | SPDR Portfolio ... | 51.12 | -0.88% | 83.05K | +5.41% | 4.25M | 32.22 | 0.24% |
| 88 | WM | Waste Managemen... | 234.03 | -0.27% | 20.61K | +62.40% | 4.16M | 175.44 | 0.23% |
| 89 | TSM | Taiwan Semicond... | 213.93 | -0.81% | 20.07K | +11.79% | 3.97M | 176.18 | 0.22% |
| 90 | LOW | Lowe's Companie... | 211.90 | -1.94% | 14.56K | +2.07% | 3.59M | 147.56 | 0.20% |
| 91 | MRK | Merck & Co., In... | 78.33 | -3.25% | 35.68K | +9.31% | 3.58M | 109.61 | 0.20% |
| 92 | SHY | iShares 1-3 Yea... | 82.44 | +0.05% | 43.29K | +100.00% | 3.55M | 81.98 | 0.20% |
| 93 | SJNK | SPDR Bloomberg ... | 25.17 | -0.12% | 138.32K | +100.00% | 3.49M | 25.25 | 0.19% |
| 94 | CGDV | Capital Group D... | 38.27 | -0.84% | 96.14K | +77.22% | 3.39M | 33.96 | 0.19% |
| 95 | VGIT | Vanguard Interm... | 59.16 | +0.28% | 58.33K | +100.00% | 3.38M | 58 | 0.19% |
| 96 | RSP | Invesco S&P 500... | 177.26 | -1.01% | 19.07K | +27.91% | 3.34M | 163.11 | 0.19% |
| 97 | MOAT | VanEck Mornings... | 91.00 | -1.29% | 36K | -10% | 3.34M | 90.62 | 0.19% |
| 98 | DELL | Dell Technologi... | 115.92 | +1.92% | 28.78K | -4.46% | 3.32M | 46.22 | 0.18% |
| 99 | MLPX | Global X MLP & ... | 61.60 | -0.66% | 54.11K | -17.34% | 3.28M | 48.22 | 0.18% |
| 100 | HPE | Hewlett Packard... | 17.89 | -1.89% | 137.25K | -2.45% | 2.95M | 18.79 | 0.16% |
| 101 | WMB | The Williams Co... | 58.48 | -1.12% | 53.13K | -5.07% | 2.88M | 25.66 | 0.16% |
| 102 | XLC | Communication S... | 103.40 | -0.9% | 29.52K | +1.37% | 2.86M | 90.49 | 0.16% |
| 103 | WFC | Wells Fargo & C... | 72.50 | -0.88% | 40.19K | -82.42% | 2.82M | 58.13 | 0.16% |
| 104 | MOO | VanEck Agribusi... | 74.78 | -0.78% | 43.52K | +189.30% | 2.81M | 72.07 | 0.16% |
| 105 | VDE | Vanguard Energy... | 124.66 | +0.97% | 22.41K | +100.00% | 2.72M | 121.31 | 0.15% |
| 106 | NVS | Novartis AG | 116.34 | -1.48% | 27.9K | -1.37% | 2.72M | 99.78 | 0.15% |
| 107 | WSM | Williams-Sonoma... | 156.91 | -0.78% | 14.46K | +3.18% | 2.68M | 155.85 | 0.15% |
| 108 | SCHM | Schwab U.S. Mid... | 27.23 | -0.86% | 95.66K | +183.64% | 2.65M | 22.75 | 0.15% |
| 109 | DKS | DICK'S Sporting... | 174.89 | -2.09% | 11.14K | -1.49% | 2.55M | 216.56 | 0.14% |
| 110 | TSLA | Tesla, Inc. | 316.28 | -3.9% | 6.21K | +12.02% | 2.51M | 213.56 | 0.14% |
| 111 | SLV | iShares Silver ... | 33.74 | +2.15% | 93.55K | +100.00% | 2.46M | 26.33 | 0.14% |
| 112 | SCHA | Schwab U.S. Sma... | 24.52 | -1.07% | 94.03K | +97.83% | 2.43M | 21.39 | 0.13% |
| 113 | DVYA | iShares Asia/Pa... | 37.57 | -0.92% | 66.22K | +100.00% | 2.37M | 35.81 | 0.13% |
| 114 | ELV | Elevance Health... | 375.08 | -0.38% | 5.93K | -3.12% | 2.19M | 362.49 | 0.12% |
| 115 | IDV | iShares Interna... | 33.59 | -1.16% | 77.8K | +100.00% | 2.13M | 27.38 | 0.12% |
| 116 | DVYE | iShares Emergin... | 28.27 | -0.55% | 82.2K | +100.00% | 2.12M | 25.83 | 0.12% |
| 117 | SCHZ | Schwab U.S. Agg... | 22.96 | +0.34% | 92.36K | +111.12% | 2.1M | 23.1 | 0.12% |
| 118 | VFMF | Vanguard U.S. M... | 130.72 | -0.2% | 14.86K | +100.00% | 1.94M | 130.58 | 0.11% |
| 119 | COF | Capital One Fin... | 193.76 | -1.95% | 10.83K | -5.62% | 1.93M | 112.71 | 0.11% |
| 120 | SCHF | Schwab Internat... | 21.61 | -1.35% | 101.63K | +178.69% | 1.88M | 17.51 | 0.10% |
| 121 | ANGL | VanEck Fallen A... | 28.84 | -0.05% | 64.63K | -18.73% | 1.85M | 29.41 | 0.10% |
| 122 | SPGI | S&P Global Inc. | 501.07 | -0.78% | 3.69K | +3.07% | 1.84M | 345.36 | 0.10% |
| 123 | KR | The Kroger Co. | 65.95 | -0.08% | 27.88K | -4.34% | 1.7M | 44.69 | 0.09% |
| 124 | ASML | ASML Holding N.... | 760.09 | -1.95% | 2.4K | +347.03% | 1.67M | 705.58 | 0.09% |
| 125 | QQQ | Invesco QQQ Tru... | 528.89 | -1.01% | 3.15K | +32.01% | 1.61M | 477.47 | 0.09% |
| 126 | JEPI | JPMorgan Equity... | 55.86 | -0.72% | 26.89K | +189.70% | 1.56M | 56.56 | 0.09% |
| 127 | SW | Smurfit Westroc... | 42.81 | -1.02% | 28.25K | -1.95% | 1.52M | 49.42 | 0.08% |
| 128 | ALL | The Allstate Co... | 198.07 | -0.77% | 7.58K | -6.5% | 1.47M | 104.63 | 0.08% |
| 129 | EPD | Enterprise Prod... | 31.22 | -0.98% | 46.35K | -1.07% | 1.45M | 24.4 | 0.08% |
| 130 | VYM | Vanguard High D... | 130.07 | -0.9% | 10.8K | +35.83% | 1.38M | 100.59 | 0.08% |
| 131 | EMHY | iShares J.P. Mo... | 38.31 | -0.05% | 36.04K | +100.00% | 1.37M | 37.98 | 0.08% |
| 132 | SCHI | Schwab 5-10 Yea... | 22.43 | +0.29% | 60.84K | +91.93% | 1.34M | 22.07 | 0.07% |
| 133 | VGT | Vanguard Inform... | 629.24 | -0.73% | 2.11K | +100.00% | 1.31M | 621.8 | 0.07% |
| 134 | UNP | Union Pacific C... | 220.55 | -1.83% | 5.44K | +494.32% | 1.24M | 219.21 | 0.07% |
| 135 | ABT | Abbott Laborato... | 132.22 | -1.34% | 10.97K | +54.62% | 1.24M | 99.55 | 0.07% |
| 136 | EMLC | VanEck J.P. Mor... | 24.80 | -0.34% | 52.18K | +100.00% | 1.21M | 23.11 | 0.07% |
| 137 | CAH | Cardinal Health... | 164.84 | +1.50% | 10.12K | +100.00% | 1.2M | 118.27 | 0.07% |
| 138 | AM | Antero Midstrea... | 18.08 | -0.55% | 79.27K | 0.00% | 1.2M | 9.71 | 0.07% |
| 139 | COP | ConocoPhillips | 95.58 | +0.61% | 10.92K | +100.00% | 1.08M | 99.17 | 0.06% |
| 140 | VTI | Vanguard Total ... | 293.93 | -0.86% | 3.7K | -77.03% | 1.07M | 191.38 | 0.06% |
| 141 | SGOL | abrdn Physical ... | 32.28 | +0.02% | 41.68K | +121.22% | 1.04M | 22.43 | 0.06% |
| 142 | GRID | First Trust NAS... | 133.41 | -1.49% | 8.53K | +100.00% | 1.02M | 119.34 | 0.06% |
| 143 | XLV | Health Care Sel... | 133.47 | -1.65% | 7.36K | -4.87% | 1.01M | 125.92 | 0.06% |
| 144 | SDY | SPDR S&P Divide... | 134.04 | -0.86% | 7.56K | -14.26% | 998.54K | 96.03 | 0.06% |
| 145 | DVY | iShares Select ... | 129.58 | -0.84% | 7.51K | +61.77% | 985.46K | 111.1 | 0.05% |
| 146 | IYW | iShares U.S. Te... | 164.89 | -0.61% | 5.85K | -6.01% | 933.32K | 53.59 | 0.05% |
| 147 | SCHX | Schwab U.S. Lar... | 23.65 | -0.88% | 37.13K | +204.26% | 860.57K | 13.73 | 0.05% |
| 148 | SIVR | abrdn Physical ... | 35.38 | +1.86% | 29.77K | +100.00% | 820.7K | 27.57 | 0.05% |
| 149 | ITOT | iShares Core S&... | 130.11 | -0.88% | 6.28K | +0.32% | 807.35K | 58.54 | 0.04% |
| 150 | IGIB | iShares 5-10 Ye... | 52.51 | +0.23% | 14.72K | +29.69% | 758.07K | 52.1 | 0.04% |