Transform Wealth, LLC Top Holdings and 13F Report (2024) → Incredible Opportunity to Retire FAST! (From Crypto 101 Media) (Ad) About Transform Wealth, LLCInvestment ActivityTransform Wealth, LLC has $1.05 billion in total holdings as of March 31, 2024.Transform Wealth, LLC owns shares of 219 different stocks, but just 61 companies or ETFs make up 80% of its holdings.Approximately 13.23% of the portfolio was purchased this quarter.About 18.51% of the portfolio was sold this quarter.This quarter, Transform Wealth, LLC has purchased 239 new stocks and bought additional shares in 76 stocks.Transform Wealth, LLC sold shares of 107 stocks and completely divested from 40 stocks this quarter.Largest Holdings Microsoft $55,403,738Apple $42,303,243SPDR S&P 500 ETF Trust $30,406,767iShares S&P 500 Value ETF $29,423,413Broadcom $23,845,972 Largest New Holdings this Quarter Innovator U.S. Equity Power Buffer ETF - January $16,902,782 HoldingAmerican International Group $9,288,070 HoldingLPL Financial $8,402,714 HoldingCOCA-COLA EUROPACIFIC PARTNE $7,884,974 HoldingCORPAY INC $7,222,741 Holding Largest Purchases this Quarter Innovator U.S. Equity Power Buffer ETF - January 432,186 shares (about $16.90M)Walmart 171,631 shares (about $10.36M)American International Group 118,819 shares (about $9.29M)LPL Financial 31,804 shares (about $8.40M)COCA-COLA EUROPACIFIC PARTNE 112,723 shares (about $7.88M) Largest Sales this Quarter MetLife 130,498 shares (about $9.67M)Innovator U.S. Equity Power Buffer ETF - April 281,094 shares (about $9.44M)Kroger 149,480 shares (about $8.54M)NXP Semiconductors 32,802 shares (about $8.18M)SPDR S&P 500 ETF Trust 14,446 shares (about $7.58M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTransform Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$55,403,738$669,786 ▼-1.2%131,6885.3%Computer and TechnologyAAPLApple$42,303,243$3,680,474 ▼-8.0%246,6954.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$30,406,767$7,579,132 ▼-20.0%57,9562.9%FinanceIVEiShares S&P 500 Value ETF$29,423,413$701,474 ▼-2.3%157,5042.8%ETFAVGOBroadcom$23,845,972$2,487,849 ▼-9.4%17,9912.3%Computer and TechnologyAMZNAmazon.com$23,708,327$898,295 ▼-3.7%131,4352.3%Retail/WholesaleLRCXLam Research$23,372,177$1,208,083 ▼-4.9%24,0092.2%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$23,149,300$1,563,025 ▲7.2%236,3622.2%FinanceGOOGLAlphabet$23,118,797$30,186 ▲0.1%153,1762.2%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$23,093,349$3,600,688 ▲18.5%183,3392.2%ETFRSPInvesco S&P 500 Equal Weight ETF$21,508,934$7,349,459 ▲51.9%126,9942.0%ETFBKLNInvesco Senior Loan ETF$20,294,476$6,894,031 ▲51.4%959,5501.9%ETFJPMJPMorgan Chase & Co.$18,713,390$1,859,181 ▼-9.0%93,4271.8%FinanceIVWiShares S&P 500 Growth ETF$17,922,430$389,691 ▲2.2%212,2501.7%ETFPJANInnovator U.S. Equity Power Buffer ETF - January$16,902,782$16,902,782 ▲New Holding432,1861.6%ETFUNHUnitedHealth Group$16,174,073$1,143,736 ▼-6.6%32,6951.5%MedicalABBVAbbVie$15,529,876$89,411 ▼-0.6%85,2821.5%MedicalNVDANVIDIA$15,433,669$970,421 ▲6.7%17,0811.5%Computer and TechnologyXOMExxon Mobil$15,023,283$653,848 ▲4.6%129,2441.4%Oils/EnergyANGLVanEck Fallen Angel High Yield Bond ETF$13,290,345$958,385 ▼-6.7%457,9721.3%ManufacturingGSThe Goldman Sachs Group$12,319,747$41,769 ▲0.3%29,4951.2%FinanceACNAccenture$12,266,236$4,239,406 ▲52.8%35,3891.2%Business ServicesSCHBSchwab US Broad Market ETF$12,101,229$1,921,491 ▲18.9%198,2181.1%ETFCOSTCostco Wholesale$11,980,021$4,318,874 ▼-26.5%16,3521.1%Retail/WholesaleJBLJabil$11,933,252$901,621 ▲8.2%89,0871.1%Computer and TechnologyCVXChevron$11,740,874$1,166,642 ▼-9.0%74,4321.1%Oils/EnergyADBEAdobe$11,622,898$1,367,964 ▼-10.5%23,0341.1%Computer and TechnologyFPEFirst Trust Preferred Securities and Income ETF$11,520,081$989,508 ▲9.4%665,1321.1%ETFNVONovo Nordisk A/S$10,967,712$45,771 ▼-0.4%84,8261.0%MedicalQDFFlexShares Quality Dividend Index Fund$10,661,209$863,685 ▼-7.5%161,7541.0%ETFMCKMcKesson$10,655,668$275,717 ▲2.7%19,8261.0%MedicalWMTWalmart$10,447,808$10,360,580 ▲11,877.6%173,0761.0%Retail/WholesaleCEGConstellation Energy$10,370,020$6,963,995 ▲204.5%56,1001.0%Oils/EnergyCMICummins$10,104,389$151,155 ▲1.5%34,2931.0%Auto/Tires/TrucksVRTXVertex Pharmaceuticals$9,651,579$318,528 ▲3.4%23,0890.9%MedicalORLYO'Reilly Automotive$9,573,070$152,401 ▲1.6%8,4800.9%Retail/WholesaleCRH PLC$9,423,022$153,549 ▲1.7%108,8060.9%ORDHDHome Depot$9,372,692$1,661,338 ▼-15.1%24,4340.9%Retail/WholesaleAIGAmerican International Group$9,288,070$9,288,070 ▲New Holding118,8190.9%FinanceFTNTFortinet$9,145,815$293,118 ▲3.3%133,8870.9%Computer and TechnologyCBChubb$9,048,207$370,975 ▲4.3%34,8050.9%FinanceKLACKLA$9,003,424$465,261 ▲5.4%12,8880.9%Computer and TechnologyHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$8,829,527$1,855,178 ▲26.6%343,6950.8%ETFREGNRegeneron Pharmaceuticals$8,464,162$331,098 ▲4.1%8,7940.8%MedicalLPLALPL Financial$8,402,714$8,402,714 ▲New Holding31,8040.8%FinanceTJXTJX Companies$8,352,269$313,287 ▲3.9%82,3530.8%Retail/WholesaleLINDE PLC$8,189,853$48,290 ▲0.6%17,6380.8%SHSBRBroadridge Financial Solutions$8,039,625$470,887 ▲6.2%39,0980.8%Business ServicesOKEONEOK$8,008,811$1,410,830 ▼-15.0%99,8980.8%Oils/EnergyBLDRBuilders FirstSource$7,979,934$1,105,520 ▲16.1%38,2640.8%Retail/WholesaleCOCA-COLA EUROPACIFIC PARTNE$7,884,974$7,884,974 ▲New Holding112,7230.7%SHSCORPAY INC$7,222,741$7,222,741 ▲New Holding23,4090.7%COM SHSHCAHCA Healthcare$7,090,999$255,489 ▲3.7%21,2600.7%MedicalMAMastercard$6,927,832$752,209 ▼-9.8%14,3860.7%Business ServicesIVViShares Core S&P 500 ETF$6,800,825$7,136,766 ▼-51.2%12,9360.6%ETFJMSTJPMorgan Ultra-Short Municipal ETF$6,786,729$3,494,464 ▲106.1%133,7550.6%ETFPWRQuanta Services$6,786,680$782,249 ▲13.0%26,1230.6%ConstructionDISWalt Disney$6,669,375$6,669,375 ▲New Holding54,5060.6%Consumer DiscretionaryMSCIMSCI$6,626,350$820,517 ▼-11.0%11,8230.6%Computer and TechnologyWELLWelltower$6,621,442$366,939 ▼-5.3%70,8630.6%FinanceHHyatt Hotels$6,443,455$445,026 ▲7.4%40,3670.6%Consumer DiscretionaryTMOThermo Fisher Scientific$6,045,357$396,083 ▼-6.1%10,3940.6%MedicalTAPMolson Coors Beverage$5,939,946$176,868 ▲3.1%88,3260.6%Consumer StaplesMETAMeta Platforms$5,474,677$5,474,677 ▲New Holding11,2750.5%Computer and TechnologyIGMiShares Expanded Tech Sector ETF$5,401,608$4,568,848 ▲548.6%62,6780.5%ETFTMUST-Mobile US$5,245,974$336,718 ▲6.9%32,1410.5%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$5,232,550$156,541 ▼-2.9%71,5320.5%ETFVTIVanguard Total Stock Market ETF$5,133,778$406,481 ▼-7.3%19,7530.5%ETFJSCPJPMorgan Short Duration Core Plus ETF$5,007,420$82,870 ▲1.7%107,6170.5%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$4,892,966$137,479 ▼-2.7%114,9930.5%ETFSCHDSchwab US Dividend Equity ETF$4,812,581$1,661,468 ▲52.7%59,6870.5%ETFGLDSPDR Gold Shares$4,583,648$245,424 ▼-5.1%22,2810.4%FinanceGOOGAlphabet$4,487,559$1,878,736 ▼-29.5%29,4730.4%Computer and TechnologyLLYEli Lilly and Company$4,192,146$3,150,527 ▼-42.9%5,3890.4%MedicalLOWLowe's Companies$3,974,968$56,549 ▲1.4%15,6050.4%Retail/WholesaleSPYVSPDR Portfolio S&P 500 Value ETF$3,859,030$43,787 ▲1.1%77,0270.4%ETFDEDeere & Company$3,747,927$5,713,404 ▼-60.4%9,0920.4%Industrial ProductsDELLDell Technologies$3,679,531$415,937 ▼-10.2%32,2450.3%Computer and TechnologyELVElevance Health$3,355,594$64,820 ▼-1.9%6,4710.3%MedicalJEPIJPMorgan Equity Premium Income ETF$3,262,438$825,084 ▼-20.2%56,3850.3%ETFCSCOCisco Systems$3,102,848$2,473,884 ▼-44.4%62,1690.3%Computer and TechnologyCAHCardinal Health$2,996,515$76,995 ▲2.6%26,6590.3%MedicalCATCaterpillar$2,836,464$2,344,361 ▼-45.3%7,7410.3%Industrial ProductsXLVHealth Care Select Sector SPDR Fund$2,823,712$350,711 ▲14.2%19,1140.3%ETFWMWaste Management$2,768,772$2,091,819 ▼-43.0%12,9900.3%Business ServicesBXBlackstone$2,682,631$1,858,661 ▼-40.9%20,4200.3%FinanceCOWZPacer US Cash Cows 100 ETF$2,491,909$1,044,286 ▲72.1%42,8830.2%ETFSCHMSchwab U.S. Mid-Cap ETF$2,478,080$36,318 ▲1.5%30,4320.2%ETFCAPEShiller CAPE U.S. Equities ETF$2,412,629$1,360,441 ▼-36.1%86,1650.2%FinanceNVSNovartis$2,377,338$43,433 ▼-1.8%23,6460.2%MedicalMOATVanEck Morningstar Wide Moat ETF$2,357,461$974,881 ▲70.5%26,2230.2%ETFRUNNRunning Oak Efficient Growth ETF$2,285,848$1,006,542 ▲78.7%73,3280.2%ETFWMBWilliams Companies$2,273,750$15,393 ▲0.7%58,3460.2%Oils/EnergyMRKMerck & Co., Inc.$2,246,053$2,814,005 ▼-55.6%16,9180.2%MedicalVYMIVanguard International High Dividend Yield ETF$2,219,558$1,021,543 ▲85.3%32,2610.2%ETFCMCSAComcast$2,168,831$118,778 ▼-5.2%50,0310.2%Consumer DiscretionaryVVisa$2,067,216$1,852,038 ▼-47.3%7,4070.2%Business ServicesISRGIntuitive Surgical$2,058,507$2,221,336 ▼-51.9%5,1580.2%MedicalSCHASchwab US Small-Cap ETF$2,006,561$174,406 ▲9.5%40,7510.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,977,338$989,040 ▼-33.3%21,3260.2%ETFShowing largest 100 holdings. 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