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 | +$121,795,719 | -$146,977,839 | -$25,182,120 | POWL, AAPL, SGOV, MSFT, NVDA | 13F-HR | 15 Apr 2025, 14:44 |
| Q4 2024 | 260 | $1,801,527,849 | +$403,611,135 | -$109,247,511 | +$294,363,624 | POWL, AAPL, MSFT, SGOV, AVGO | 13F-HR | 16 Jan 2025, 17:37 |
| Q3 2024 | 216 | $1,509,503,354 | +$225,907,949 | -$201,487,342 | +$24,420,607 | POWL, AAPL, MSFT, SPY, NVDA | 13F-HR | 15 Oct 2024, 17:41 |
| Q2 2024 | 213 | $1,332,441,685 | +$369,758,081 | -$105,376,416 | +$264,381,665 | POWL, MSFT, AAPL, SPY, BKLN | 13F-HR | 15 Jul 2024, 15:07 |
| Q1 2024 | 219 | $1,053,067,647 | +$139,318,505 | -$194,933,402 | -$55,614,897 | MSFT, AAPL, SPY, IVE, AVGO | 13F-HR | 15 Apr 2024, 21:18 |
| Q4 2023 | 239 | $1,025,572,983 | +$95,235,845 | -$106,355,876 | -$11,120,031 | AAPL, MSFT, SPY, IVE, AVGO | Restatement | 26 Feb 2024, 19:10 |
| Q3 2023 | 237 | $948,126,247 | +$108,823,652 | -$247,250,626 | -$138,426,974 | AAPL, MSFT, SPY, IVE, BKLN | 13F-HR | 10 Oct 2023, 21:27 |
| Q2 2023 | 257 | $1,110,610,406 | +$165,764,867 | -$175,675,613 | -$9,910,746 | AAPL, MSFT, SPY, BKLN, IVE | 13F-HR | 13 Jul 2023, 21:33 |
| Q1 2023 | 251 | $1,060,317,469 | +$305,494,423 | -$159,706,181 | +$145,788,242 | AAPL, MSFT, PSEP, SGOV, SPY | 13F-HR | 14 Apr 2023, 14:22 |
| Q4 2022 | 217 | $891,964,851 | +$249,352,694 | -$178,968,341 | +$70,384,353 | PULS, AAPL, MSFT, CCOR, IVE | 13F-HR | 12 Jan 2023, 21:11 |
| Q3 2022 | 184 | $769,215,000 | +$248,612,823 | -$108,014,133 | +$140,598,690 | JPST, AAPL, MSFT, CCOR, IVE | 13F-HR | 20 Oct 2022, 18:56 |
| Q2 2022 | 199 | $672,152,000 | +$124,724,678 | -$213,939,057 | -$89,214,379 | POCT, MSFT, AAPL, QDF, IVE | 13F-HR | 15 Jul 2022, 09:56 |
| Q1 2022 | 221 | $892,031,000 | +$118,450,331 | -$129,047,016 | -$10,596,685 | POWL, AAPL, MSFT, PSEP, IVE | 13F-HR | 22 Apr 2022, 20:07 |
| Q4 2021 | 218 | $957,438,000 | +$70,917,151 | -$73,470,861 | -$2,553,710 | POWL, AAPL, MSFT, PJUL, IVE | 13F-HR | 25 Jan 2022, 18:32 |
| Q3 2021 | 223 | $872,338,000 | +$162,161,217 | -$102,907,465 | +$59,253,752 | POWL, MSFT, AAPL, PJUL, IVE | Restatement | 28 Oct 2021, 15:39 |
| Q2 2021 | 224 | $818,969,000 | +$346,051,071 | -$59,273,144 | +$286,777,927 | MSFT, AAPL, PJUN, IVE, IVW | 13F-HR | 19 Jul 2021, 19:31 |
| Q1 2021 | 196 | $498,527,000 | +$40,976,437 | -$52,117,928 | -$11,141,491 | IVV, IVE, AAPL, IVW, MSFT | 13F-HR | 21 Apr 2021, 17:44 |
| Q4 2020 | 196 | $478,245,000 | +$84,544,776 | -$285,105,639 | -$200,560,863 | AAPL, IVV, IVW, IVE, MSFT | 13F-HR | 19 Jan 2021, 21:18 |
| Q3 2020 | 215 | $620,257,000 | +$92,313,481 | -$77,102,357 | +$15,211,124 | AAPL, PSEP, MSFT, IVW, IAU | 13F-HR | 21 Oct 2020, 17:01 |
| Q2 2020 | 224 | $583,814,000 | +$125,060,580 | -$98,494,657 | +$26,565,923 | AAPL, MSFT, PJUN, IAU, IVE | 13F-HR | 22 Jul 2020, 16:47 |
| Q1 2020 | 206 | $469,008,000 | +$66,407,902 | -$101,555,087 | -$35,147,185 | MSFT, AAPL, IVW, XLP, SPYG | 13F-HR | 30 Apr 2020, 16:25 |
| Q4 2019 | 227 | $630,630,000 | +$55,803,490 | -$36,996,229 | +$18,807,261 | VOO, SPY, AAPL, MSFT, IVW | 13F-HR | 24 Jan 2020, 16:44 |
| Q3 2019 | 210 | $563,422,000 | +$49,087,865 | -$173,268,283 | -$124,180,418 | VOO, SPY, MSFT, XLP, IVW | 13F-HR | 24 Oct 2019, 09:37 |
| Q2 2019 | 231 | $680,297,000 | +$250,163,820 | -$124,299,238 | +$125,864,582 | SHYG, JNK, SPLV, SPY, EMB | 13F-HR | 30 Jul 2019, 17:08 |
| Q1 2019 | 164 | $538,209,000 | +$70,516,474 | -$68,766,356 | +$1,750,118 | SPY, MSFT, AM, AAPL, IVW | 13F-HR | 12 Apr 2019, 16:52 |
| Q4 2018 | 182 | $486,027,000 | +$66,253,482 | -$76,256,965 | -$10,003,483 | SPY, MSFT, AMGP, AAPL, DIS | 13F-HR | 30 Jan 2019, 17:25 |
| Q3 2018 | 194 | $576,512,000 | +$56,712,418 | -$63,220,499 | -$6,508,081 | AMGP, MSFT, AAPL, IVW, UNH | 13F-HR | 25 Oct 2018, 11:02 |
| Q2 2018 | 215 | $552,823,000 | +$87,796,125 | -$67,225,396 | +$20,570,729 | AMGP, MSFT, AAPL, QDF, UNH | 13F-HR | 03 Aug 2018, 10:13 |
| Q1 2018 | 236 | $526,091,000 | +$48,607,631 | -$59,236,772 | -$10,629,141 | MSFT, AAPL, QDF, CSCO, BRKB | 13F-HR | 02 May 2018, 20:20 |
| Q4 2017 | 248 | $542,574,000 | +$255,840,296 | -$13,206,111 | +$242,634,185 | MSFT, AAPL, QDF, ACN, IVW | 13F-HR | 07 Feb 2018, 17:35 |
| Q3 2017 | 210 | $286,411,000 | +$210,229,014 | -$15,487,618 | +$194,741,396 | AR, QDF, IVW, IVE, SPY | 13F-HR | 19 Oct 2017, 11:28 |
| Q2 2017 | 63 | $88,707,000 | +$9,237,433 | -$189,140,128 | -$179,902,695 | AR, BRKB, BBT, GOOGL, AAPL | 13F-HR | 01 Aug 2017, 17:45 |
| Q1 2017 | 211 | $267,267,000 | +$39,011,753 | -$33,363,352 | +$5,648,401 | AR, QDF, IVW, IVE, SPYV | 13F-HR | 04 May 2017, 11:02 |
| Q4 2016 | 211 | $252,100,000 | +$31,141,246 | -$13,814,415 | +$17,326,831 | AR, QDF, IVE, SPYV, IVW | 13F-HR | 10 Feb 2017, 17:44 |
| Q3 2016 | 203 | $232,773,000 | +$14,689,545 | -$24,466,322 | -$9,776,777 | AR, QDF, SPYV, IVW, IVE | 13F-HR | 07 Nov 2016, 08:30 |
| Q2 2016 | 209 | $237,879,000 | $0 | $0 | $0 | AR, QDF, SPYV, IVE, IVW | 13F-HR | 14 Sep 2016, 08:25 |