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 | $1,651,234,199 | +$121,795,715 | -$146,977,840 | -$25,182,125 | POWL, AAPL, SGOV, MSFT, NVDA | 13F-HR | 15 Apr 2025, 14:44 |
| Q4 2024 | 260 | $1,801,527,849 | +$403,611,135 | -$109,247,500 | +$294,363,635 | POWL, AAPL, MSFT, SGOV, AVGO | 13F-HR | 16 Jan 2025, 17:37 |
| Q3 2024 | 216 | $1,509,503,354 | +$225,907,931 | -$201,487,298 | +$24,420,633 | POWL, AAPL, MSFT, SPY, NVDA | 13F-HR | 15 Oct 2024, 17:41 |
| Q2 2024 | 213 | $1,332,441,685 | +$369,758,079 | -$105,376,415 | +$264,381,664 | POWL, MSFT, AAPL, SPY, BKLN | 13F-HR | 15 Jul 2024, 15:07 |
| Q1 2024 | 219 | $1,053,067,647 | +$139,318,511 | -$194,933,368 | -$55,614,857 | MSFT, AAPL, SPY, IVE, AVGO | 13F-HR | 15 Apr 2024, 21:18 |
| Q4 2023 | 239 | $1,025,572,983 | +$95,235,846 | -$106,355,880 | -$11,120,034 | AAPL, MSFT, SPY, IVE, AVGO | Restatement | 26 Feb 2024, 19:10 |
| Q3 2023 | 237 | $948,126,247 | +$108,823,660 | -$212,079,583 | -$103,255,923 | AAPL, MSFT, SPY, IVE, BKLN | 13F-HR | 10 Oct 2023, 21:27 |
| Q2 2023 | 260 | $1,112,611,974 | +$167,766,432 | -$135,625,166 | +$32,141,266 | AAPL, MSFT, SPY, BKLN, IVE | 13F-HR | 13 Jul 2023, 21:33 |
| Q1 2023 | 251 | $1,060,317,469 | +$305,494,415 | -$118,014,852 | +$187,479,563 | AAPL, MSFT, PSEP, SGOV, SPY | 13F-HR | 14 Apr 2023, 14:22 |
| Q4 2022 | 217 | $891,964,851 | +$249,352,723 | -$159,636,274 | +$89,716,449 | PULS, AAPL, MSFT, CCOR, IVE | 13F-HR | 12 Jan 2023, 20:11 |
| Q3 2022 | 183 | $769,136,000 | +$248,612,892 | -$72,049,139 | +$176,563,753 | JPST, AAPL, MSFT, CCOR, IVE | 13F-HR | 20 Oct 2022, 18:56 |
| Q2 2022 | 198 | $672,064,000 | +$124,724,639 | -$177,441,914 | -$52,717,275 | POCT, MSFT, AAPL, QDF, IVE | 13F-HR | 15 Jul 2022, 09:56 |
| Q1 2022 | 221 | $892,031,000 | +$118,450,296 | -$113,670,027 | +$4,780,269 | POWL, AAPL, MSFT, PSEP, IVE | 13F-HR | 22 Apr 2022, 20:07 |
| Q4 2021 | 217 | $957,333,000 | +$70,917,165 | -$61,913,872 | +$9,003,293 | POWL, AAPL, MSFT, PJUL, IVE | 13F-HR | 25 Jan 2022, 17:32 |
| Q3 2021 | 223 | $872,338,000 | +$162,161,180 | -$102,907,428 | +$59,253,752 | POWL, MSFT, AAPL, PJUL, IVE | Restatement | 28 Oct 2021, 15:39 |
| Q2 2021 | 224 | $818,969,000 | +$346,051,037 | -$59,273,158 | +$286,777,879 | MSFT, AAPL, PJUN, IVE, IVW | 13F-HR | 19 Jul 2021, 19:31 |
| Q1 2021 | 196 | $498,527,000 | +$40,976,441 | -$52,117,931 | -$11,141,490 | IVV, IVE, AAPL, IVW, MSFT | 13F-HR | 21 Apr 2021, 17:44 |
| Q4 2020 | 195 | $478,150,000 | +$84,544,770 | -$241,777,650 | -$157,232,880 | AAPL, IVV, IVW, IVE, MSFT | 13F-HR | 19 Jan 2021, 20:18 |
| Q3 2020 | 213 | $620,049,000 | +$92,313,491 | -$40,299,353 | +$52,014,138 | AAPL, PSEP, MSFT, IVW, IAUXXXX | 13F-HR | 21 Oct 2020, 17:01 |
| Q2 2020 | 222 | $583,631,000 | +$125,060,539 | -$69,324,662 | +$55,735,877 | AAPL, MSFT, PJUN, IAUXXXX, IVE | 13F-HR | 22 Jul 2020, 16:47 |
| Q1 2020 | 205 | $468,982,000 | +$66,407,906 | -$49,456,095 | +$16,951,811 | MSFT, AAPL, IVW, XLP, SPYG | 13F-HR | 30 Apr 2020, 16:25 |
| Q4 2019 | 226 | $630,585,000 | +$55,803,485 | -$18,127,228 | +$37,676,257 | VOO, SPY, AAPL, MSFT, IVW | 13F-HR | 24 Jan 2020, 15:44 |
| Q3 2019 | 209 | $563,381,000 | +$49,087,868 | -$130,321,266 | -$81,233,398 | VOO, SPY, MSFT, XLP, IVW | 13F-HR | 24 Oct 2019, 09:37 |
| Q2 2019 | 230 | $680,271,000 | +$250,163,792 | -$111,409,277 | +$138,754,515 | SHYG, JNK, SPLV, SPY, EMB | 13F-HR | 30 Jul 2019, 17:08 |
| Q1 2019 | 163 | $537,377,000 | +$70,611,482 | -$39,643,675 | +$30,967,807 | SPY, MSFT, AM, AAPL, IVW | 13F-HR | 12 Apr 2019, 16:52 |
| Q4 2018 | 180 | $485,327,000 | +$66,253,475 | -$22,806,965 | +$43,446,510 | SPY, MSFT, AMGP, AAPL, DIS | 13F-HR | 30 Jan 2019, 16:25 |
| Q3 2018 | 193 | $576,480,000 | +$56,680,417 | -$35,907,500 | +$20,772,917 | AMGP, MSFT, AAPL, IVW, UNH | 13F-HR | 25 Oct 2018, 11:02 |
| Q2 2018 | 215 | $552,823,000 | +$87,796,188 | -$30,420,393 | +$57,375,795 | AMGP, MSFT, AAPL, QDF, UNH | 13F-HR | 03 Aug 2018, 10:13 |
| Q1 2018 | 234 | $523,991,000 | +$46,507,627 | -$33,901,768 | +$12,605,859 | MSFT, AAPL, QDF, CSCO, BRKB | 13F-HR | 02 May 2018, 20:20 |
| Q4 2017 | 248 | $542,574,000 | +$255,840,280 | -$5,695,107 | +$250,145,173 | MSFT, AAPL, QDF, ACN, IVW | 13F-HR | 07 Feb 2018, 16:35 |
| Q3 2017 | 208 | $284,244,000 | +$208,062,022 | -$10,621,619 | +$197,440,403 | AR, QDF, IVW, IVE, SPY | 13F-HR | 19 Oct 2017, 11:28 |
| Q2 2017 | 63 | $88,707,000 | +$9,237,434 | -$1,879,128 | +$7,358,306 | AR, BRKB, BBT, GOOGL, AAPL | 13F-HR | 01 Aug 2017, 17:45 |
| Q1 2017 | 210 | $265,860,423 | +$38,589,176 | -$14,705,363 | +$23,883,813 | AR, QDF, IVW, IVE, SPYV | 13F-HR | 04 May 2017, 11:02 |
| Q4 2016 | 210 | $251,141,000 | +$30,909,994 | -$4,717,414 | +$26,192,580 | AR, QDF, IVE, SPYV, IVW | 13F-HR | 10 Feb 2017, 16:44 |
| Q3 2016 | 202 | $231,994,000 | +$13,910,546 | -$13,686,322 | +$224,224 | AR, QDF, SPYV, IVW, IVE | 13F-HR | 07 Nov 2016, 07:30 |
| Q2 2016 | 209 | $235,437,444 | $0 | AR, QDF, SPYV, IVE, IVW | 13F-HR | 14 Sep 2016, 08:25 |