Notify me when Transform Wealth, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 242 | $1.65B | +$122M | -$147M | -$25.2M | POWL, AAPL, SGOV, MSFT, NVDA | 13F-HR | 15 Apr 2025, 14:44 |
| Q4 2024 | 260 | $1.8B | +$404M | -$109M | +$294M | POWL, AAPL, MSFT, SGOV, AVGO | 13F-HR | 16 Jan 2025, 17:37 |
| Q3 2024 | 216 | $1.51B | +$226M | -$201M | +$24.4M | POWL, AAPL, MSFT, SPY, NVDA | 13F-HR | 15 Oct 2024, 17:41 |
| Q2 2024 | 213 | $1.33B | +$370M | -$105M | +$264M | POWL, MSFT, AAPL, SPY, BKLN | 13F-HR | 15 Jul 2024, 15:07 |
| Q1 2024 | 219 | $1.05B | +$139M | -$195M | -$55.6M | MSFT, AAPL, SPY, IVE, AVGO | 13F-HR | 15 Apr 2024, 21:18 |
| Q4 2023 | 239 | $1.03B | +$95.2M | -$106M | -$11.1M | AAPL, MSFT, SPY, IVE, AVGO | Restatement | 26 Feb 2024, 19:10 |
| Q3 2023 | 237 | $948M | +$109M | -$212M | -$103M | AAPL, MSFT, SPY, IVE, BKLN | 13F-HR | 10 Oct 2023, 21:27 |
| Q2 2023 | 260 | $1.11B | +$168M | -$136M | +$32.1M | AAPL, MSFT, SPY, BKLN, IVE | 13F-HR | 13 Jul 2023, 21:33 |
| Q1 2023 | 251 | $1.06B | +$305M | -$118M | +$187M | AAPL, MSFT, PSEP, SGOV, SPY | 13F-HR | 14 Apr 2023, 14:22 |
| Q4 2022 | 217 | $892M | +$249M | -$160M | +$89.7M | PULS, AAPL, MSFT, CCOR, IVE | 13F-HR | 12 Jan 2023, 20:11 |
| Q3 2022 | 183 | $769M | +$249M | -$72M | +$177M | JPST, AAPL, MSFT, CCOR, IVE | 13F-HR | 20 Oct 2022, 18:56 |
| Q2 2022 | 198 | $672M | +$125M | -$177M | -$52.7M | POCT, MSFT, AAPL, QDF, IVE | 13F-HR | 15 Jul 2022, 09:56 |
| Q1 2022 | 221 | $892M | +$118M | -$114M | +$4.78M | POWL, AAPL, MSFT, PSEP, IVE | 13F-HR | 22 Apr 2022, 20:07 |
| Q4 2021 | 217 | $957M | +$70.9M | -$61.9M | +$9M | POWL, AAPL, MSFT, PJUL, IVE | 13F-HR | 25 Jan 2022, 17:32 |
| Q3 2021 | 223 | $872M | +$162M | -$103M | +$59.3M | POWL, MSFT, AAPL, PJUL, IVE | Restatement | 28 Oct 2021, 15:39 |
| Q2 2021 | 224 | $819M | +$346M | -$59.3M | +$287M | MSFT, AAPL, PJUN, IVE, IVW | 13F-HR | 19 Jul 2021, 19:31 |
| Q1 2021 | 196 | $499M | +$41M | -$52.1M | -$11.1M | IVV, IVE, AAPL, IVW, MSFT | 13F-HR | 21 Apr 2021, 17:44 |
| Q4 2020 | 195 | $478M | +$84.5M | -$242M | -$157M | AAPL, IVV, IVW, IVE, MSFT | 13F-HR | 19 Jan 2021, 20:18 |
| Q3 2020 | 213 | $620M | +$92.3M | -$40.3M | +$52M | AAPL, PSEP, MSFT, IVW, IAUXXXX | 13F-HR | 21 Oct 2020, 17:01 |
| Q2 2020 | 222 | $584M | +$125M | -$69.3M | +$55.7M | AAPL, MSFT, PJUN, IAUXXXX, IVE | 13F-HR | 22 Jul 2020, 16:47 |
| Q1 2020 | 205 | $469M | +$66.4M | -$49.5M | +$17M | MSFT, AAPL, IVW, XLP, SPYG | 13F-HR | 30 Apr 2020, 16:25 |
| Q4 2019 | 226 | $631M | +$55.8M | -$18.1M | +$37.7M | VOO, SPY, AAPL, MSFT, IVW | 13F-HR | 24 Jan 2020, 15:44 |
| Q3 2019 | 209 | $563M | +$49.1M | -$130M | -$81.2M | VOO, SPY, MSFT, XLP, IVW | 13F-HR | 24 Oct 2019, 09:37 |
| Q2 2019 | 230 | $680M | +$250M | -$111M | +$139M | SHYG, JNK, SPLV, SPY, EMB | 13F-HR | 30 Jul 2019, 17:08 |
| Q1 2019 | 163 | $537M | +$70.6M | -$39.6M | +$31M | SPY, MSFT, AM, AAPL, IVW | 13F-HR | 12 Apr 2019, 16:52 |
| Q4 2018 | 180 | $485M | +$66.3M | -$22.8M | +$43.4M | SPY, MSFT, AMGP, AAPL, DIS | 13F-HR | 30 Jan 2019, 16:25 |
| Q3 2018 | 193 | $576M | +$56.7M | -$35.9M | +$20.8M | AMGP, MSFT, AAPL, IVW, UNH | 13F-HR | 25 Oct 2018, 11:02 |
| Q2 2018 | 215 | $553M | +$87.8M | -$30.4M | +$57.4M | AMGP, MSFT, AAPL, QDF, UNH | 13F-HR | 03 Aug 2018, 10:13 |
| Q1 2018 | 234 | $524M | +$46.5M | -$33.9M | +$12.6M | MSFT, AAPL, QDF, CSCO, BRKB | 13F-HR | 02 May 2018, 20:20 |
| Q4 2017 | 248 | $543M | +$256M | -$5.7M | +$250M | MSFT, AAPL, QDF, ACN, IVW | 13F-HR | 07 Feb 2018, 16:35 |
| Q3 2017 | 208 | $284M | +$208M | -$10.6M | +$197M | AR, QDF, IVW, IVE, SPY | 13F-HR | 19 Oct 2017, 11:28 |
| Q2 2017 | 63 | $88.7M | +$9.24M | -$1.88M | +$7.36M | AR, BRKB, BBT, GOOGL, AAPL | 13F-HR | 01 Aug 2017, 17:45 |
| Q1 2017 | 210 | $266M | +$38.6M | -$14.7M | +$23.9M | AR, QDF, IVW, IVE, SPYV | 13F-HR | 04 May 2017, 11:02 |
| Q4 2016 | 210 | $251M | +$30.9M | -$4.72M | +$26.2M | AR, QDF, IVE, SPYV, IVW | 13F-HR | 10 Feb 2017, 16:44 |
| Q3 2016 | 202 | $232M | +$13.9M | -$13.7M | +$224K | AR, QDF, SPYV, IVW, IVE | 13F-HR | 07 Nov 2016, 07:30 |
| Q2 2016 | 209 | $235M | AR, QDF, SPYV, IVE, IVW | 13F-HR | 14 Sep 2016, 08:25 |