Carnick & Kubik
Latest statistics and disclosures from Transform Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, SPY, IVE, AVGO, and represent 17.22% of Transform Wealth's stock portfolio.
- Added to shares of these 10 stocks: PJAN (+$17M), WMT (+$10M), AIG (+$9.3M), LPLA (+$8.4M), CCEP (+$7.9M), RSP (+$7.3M), Corpay (+$7.2M), CEG (+$7.0M), BKLN (+$6.9M), DIS (+$6.7M).
- Started 20 new stock positions in CCEP, IBDR, CI, TQQQ, Corpay, VXUS, DIS, VTV, VCLT, QQQ. DKS, JAAA, PJAN, SPLV, META, AIG, ORCL, SUSA, LPLA, VUG.
- Reduced shares in these 10 stocks: MET (-$9.7M), PAPR (-$9.4M), KR (-$8.5M), BAUG (-$8.4M), NXPI (-$8.2M), SPY (-$7.6M), IVV (-$7.1M), IAU (-$6.8M), FleetCor Technologies (-$6.4M), DE (-$5.7M).
- Sold out of its positions in AXP, AME, BOKF, BKT, BBN, BTZ, EGF, BKNG, KTF, DISH Network.
- Transform Wealth was a net seller of stock by $-56M.
- Transform Wealth has $1.1B in assets under management (AUM), dropping by 2.68%.
- Central Index Key (CIK): 0001682266
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Positions held by Carnick & Kubik consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Transform Wealth
Transform Wealth holds 219 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 5.3 | $55M | 132k | 420.72 |
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Apple (AAPL) | 4.0 | $42M | -8% | 247k | 171.48 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.9 | $30M | -19% | 58k | 524.65 |
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Ishares Tr S&p 500 Val Etf (IVE) | 2.8 | $29M | -2% | 158k | 186.81 |
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Broadcom (AVGO) | 2.3 | $24M | -9% | 18k | 1325.44 |
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Amazon (AMZN) | 2.3 | $24M | -3% | 131k | 180.38 |
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Lam Research Corporation (LRCX) | 2.2 | $23M | -4% | 24k | 973.48 |
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Ishares Tr Core Us Aggbd Et (AGG) | 2.2 | $23M | +7% | 236k | 97.94 |
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Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $23M | 153k | 150.93 |
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Select Sector Spdr Tr Indl (XLI) | 2.2 | $23M | +18% | 183k | 125.96 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.0 | $22M | +51% | 127k | 169.37 |
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 1.9 | $20M | +51% | 960k | 21.15 |
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JPMorgan Chase & Co. (JPM) | 1.8 | $19M | -9% | 93k | 200.30 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 1.7 | $18M | +2% | 212k | 84.44 |
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Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 1.6 | $17M | NEW | 432k | 39.11 |
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UnitedHealth (UNH) | 1.5 | $16M | -6% | 33k | 494.70 |
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Abbvie (ABBV) | 1.5 | $16M | 85k | 182.10 |
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NVIDIA Corporation (NVDA) | 1.5 | $15M | +6% | 17k | 903.56 |
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Exxon Mobil Corporation (XOM) | 1.4 | $15M | +4% | 129k | 116.24 |
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Vaneck Etf Trust Fallen Angel Hg (ANGL) | 1.3 | $13M | -6% | 458k | 29.02 |
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Goldman Sachs (GS) | 1.2 | $12M | 30k | 417.69 |
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Accenture Plc Ireland Shs Class A (ACN) | 1.2 | $12M | +52% | 35k | 346.61 |
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.1 | $12M | +18% | 198k | 61.05 |
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Costco Wholesale Corporation (COST) | 1.1 | $12M | -26% | 16k | 732.63 |
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Jabil Circuit (JBL) | 1.1 | $12M | +8% | 89k | 133.95 |
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Chevron Corporation (CVX) | 1.1 | $12M | -9% | 74k | 157.74 |
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Adobe Systems Incorporated (ADBE) | 1.1 | $12M | -10% | 23k | 504.60 |
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First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 1.1 | $12M | +9% | 665k | 17.32 |
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Novo-nordisk A S Adr (NVO) | 1.0 | $11M | 85k | 129.30 |
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Flexshares Tr Qualt Divd Idx (QDF) | 1.0 | $11M | -7% | 162k | 65.91 |
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McKesson Corporation (MCK) | 1.0 | $11M | +2% | 20k | 537.46 |
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Wal-Mart Stores (WMT) | 1.0 | $10M | +11877% | 173k | 60.37 |
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Constellation Energy (CEG) | 1.0 | $10M | +204% | 56k | 184.85 |
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Cummins (CMI) | 1.0 | $10M | 34k | 294.65 |
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Vertex Pharmaceuticals Incorporated (VRTX) | 0.9 | $9.7M | +3% | 23k | 418.02 |
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O'reilly Automotive (ORLY) | 0.9 | $9.6M | 8.5k | 1128.90 |
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CRH Ord (CRH) | 0.9 | $9.4M | 109k | 86.60 |
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Home Depot (HD) | 0.9 | $9.4M | -15% | 24k | 383.59 |
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American Intl Group Com New (AIG) | 0.9 | $9.3M | NEW | 119k | 78.17 |
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Fortinet (FTNT) | 0.9 | $9.1M | +3% | 134k | 68.31 |
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Chubb (CB) | 0.9 | $9.0M | +4% | 35k | 259.97 |
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Kla Corp Com New (KLAC) | 0.9 | $9.0M | +5% | 13k | 698.59 |
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Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.8 | $8.8M | +26% | 344k | 25.69 |
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Regeneron Pharmaceuticals (REGN) | 0.8 | $8.5M | +4% | 8.8k | 962.49 |
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Lpl Financial Holdings (LPLA) | 0.8 | $8.4M | NEW | 32k | 264.20 |
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TJX Companies (TJX) | 0.8 | $8.4M | +3% | 82k | 101.42 |
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Linde SHS (LIN) | 0.8 | $8.2M | 18k | 464.33 |
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Broadridge Financial Solutions (BR) | 0.8 | $8.0M | +6% | 39k | 205.63 |
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Oneok (OKE) | 0.8 | $8.0M | -14% | 100k | 80.17 |
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Builders FirstSource (BLDR) | 0.8 | $8.0M | +16% | 38k | 208.55 |
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Coca-cola Europacific Partne SHS (CCEP) | 0.7 | $7.9M | NEW | 113k | 69.95 |
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Corpay Com Shs | 0.7 | $7.2M | NEW | 23k | 308.55 |
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Hca Holdings (HCA) | 0.7 | $7.1M | +3% | 21k | 333.54 |
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Mastercard Incorporated Cl A (MA) | 0.7 | $6.9M | -9% | 14k | 481.57 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $6.8M | -51% | 13k | 525.73 |
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.6 | $6.8M | +106% | 134k | 50.74 |
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Quanta Services (PWR) | 0.6 | $6.8M | +13% | 26k | 259.80 |
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Walt Disney Company (DIS) | 0.6 | $6.7M | NEW | 55k | 122.36 |
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Msci (MSCI) | 0.6 | $6.6M | -11% | 12k | 560.46 |
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Welltower Inc Com reit (WELL) | 0.6 | $6.6M | -5% | 71k | 93.44 |
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Hyatt Hotels Corp Com Cl A (H) | 0.6 | $6.4M | +7% | 40k | 159.62 |
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Thermo Fisher Scientific (TMO) | 0.6 | $6.0M | -6% | 10k | 581.62 |
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Molson Coors Beverage CL B (TAP) | 0.6 | $5.9M | +3% | 88k | 67.25 |
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Meta Platforms Cl A (META) | 0.5 | $5.5M | NEW | 11k | 485.56 |
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Ishares Tr Expnd Tec Sc Etf (IGM) | 0.5 | $5.4M | +548% | 63k | 86.18 |
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Metropcs Communications (TMUS) | 0.5 | $5.2M | +6% | 32k | 163.22 |
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.5 | $5.2M | -2% | 72k | 73.15 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $5.1M | -7% | 20k | 259.90 |
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J P Morgan Exchange Traded F Short Dura Core (JSCP) | 0.5 | $5.0M | 108k | 46.53 |
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.5 | $4.9M | -2% | 115k | 42.55 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $4.8M | +52% | 60k | 80.63 |
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Spdr Gold Tr Gold Shs (GLD) | 0.4 | $4.6M | -5% | 22k | 205.72 |
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Alphabet Cap Stk Cl C (GOOG) | 0.4 | $4.5M | -29% | 30k | 152.26 |
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Eli Lilly & Co. (LLY) | 0.4 | $4.2M | -42% | 5.4k | 777.91 |
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Lowe's Companies (LOW) | 0.4 | $4.0M | 16k | 254.72 |
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.4 | $3.9M | 77k | 50.10 |
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Deere & Company (DE) | 0.4 | $3.7M | -60% | 9.1k | 412.22 |
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Dell Technologies CL C (DELL) | 0.3 | $3.7M | -10% | 32k | 114.11 |
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Anthem (ELV) | 0.3 | $3.4M | 6.5k | 518.56 |
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J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $3.3M | -20% | 56k | 57.86 |
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Cisco Systems (CSCO) | 0.3 | $3.1M | -44% | 62k | 49.91 |
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Cardinal Health (CAH) | 0.3 | $3.0M | +2% | 27k | 112.40 |
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Caterpillar (CAT) | 0.3 | $2.8M | -45% | 7.7k | 366.42 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $2.8M | +14% | 19k | 147.73 |
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Waste Management (WM) | 0.3 | $2.8M | -43% | 13k | 213.15 |
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Blackstone Group Inc Com Cl A (BX) | 0.3 | $2.7M | -40% | 20k | 131.37 |
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Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.2 | $2.5M | +72% | 43k | 58.11 |
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $2.5M | 30k | 81.43 |
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Doubleline Etf Trust Shiller Cape U S (CAPE) | 0.2 | $2.4M | -36% | 86k | 28.00 |
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Novartis Sponsored Adr (NVS) | 0.2 | $2.4M | 24k | 100.54 |
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.2 | $2.4M | +70% | 26k | 89.90 |
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Strategic Trust Running Gwth Etf (RUNN) | 0.2 | $2.3M | +78% | 73k | 31.17 |
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Williams Companies (WMB) | 0.2 | $2.3M | 58k | 38.97 |
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Merck & Co (MRK) | 0.2 | $2.2M | -55% | 17k | 132.76 |
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Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.2 | $2.2M | +85% | 32k | 68.80 |
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Comcast Corp Cl A (CMCSA) | 0.2 | $2.2M | -5% | 50k | 43.35 |
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Visa Com Cl A (V) | 0.2 | $2.1M | -47% | 7.4k | 279.09 |
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Intuitive Surgical Com New (ISRG) | 0.2 | $2.1M | -51% | 5.2k | 399.09 |
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $2.0M | +9% | 41k | 49.24 |
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $2.0M | -33% | 21k | 92.72 |
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Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $1.9M | +23% | 41k | 46.00 |
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Capital One Financial (COF) | 0.2 | $1.9M | +2% | 12k | 148.89 |
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Kroger (KR) | 0.2 | $1.8M | -82% | 32k | 57.13 |
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Interpublic Group of Companies (IPG) | 0.2 | $1.6M | -6% | 49k | 32.63 |
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Westrock (WRK) | 0.2 | $1.6M | -5% | 32k | 49.45 |
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Global X Fds Glb X Mlp Enrg I (MLPX) | 0.1 | $1.6M | -5% | 32k | 48.99 |
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Dick's Sporting Goods (DKS) | 0.1 | $1.5M | NEW | 6.8k | 225.97 |
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S&p Global (SPGI) | 0.1 | $1.5M | 3.6k | 425.45 |
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Allstate Corporation (ALL) | 0.1 | $1.5M | -6% | 8.7k | 173.97 |
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.1 | $1.4M | -44% | 20k | 73.04 |
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Enterprise Products Partners (EPD) | 0.1 | $1.4M | 49k | 29.18 |
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McDonald's Corporation (MCD) | 0.1 | $1.4M | -2% | 5.0k | 281.95 |
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Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.1 | $1.4M | +4% | 31k | 44.49 |
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Hewlett Packard Enterprise (HPE) | 0.1 | $1.4M | -6% | 76k | 17.86 |
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Nike CL B (NKE) | 0.1 | $1.3M | -44% | 14k | 94.36 |
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Canadian Natl Ry (CNI) | 0.1 | $1.3M | -52% | 9.7k | 131.71 |
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Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $1.3M | -6% | 9.6k | 131.24 |
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Vaneck Etf Trust Agribusiness Etf (MOO) | 0.1 | $1.3M | -77% | 17k | 75.13 |
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Pimco Etf Tr Sr Ln Active Etf (LONZ) | 0.1 | $1.3M | -24% | 25k | 51.15 |
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Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $1.3M | 32k | 39.02 |
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Antero Midstream Corp antero midstream (AM) | 0.1 | $1.1M | -12% | 79k | 14.06 |
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Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $981k | 8.5k | 115.30 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $962k | 7.9k | 121.00 |
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.1 | $949k | NEW | 12k | 78.23 |
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Powell Industries (POWL) | 0.1 | $916k | -53% | 6.4k | 142.30 |
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.1 | $898k | -72% | 65k | 13.87 |
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Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $841k | 6.2k | 135.05 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $832k | +2% | 1.7k | 480.80 |
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Tesla Motors (TSLA) | 0.1 | $825k | 4.7k | 175.79 |
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Abbott Laboratories (ABT) | 0.1 | $808k | -3% | 7.1k | 113.67 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $794k | 13k | 62.06 |
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Old Dominion Freight Line (ODFL) | 0.1 | $750k | +100% | 3.4k | 219.33 |
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Honeywell International (HON) | 0.1 | $720k | -3% | 3.5k | 205.25 |
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Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $700k | 4.4k | 158.83 |
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Ishares Tr Select Divid Etf (DVY) | 0.1 | $652k | -15% | 5.3k | 123.18 |
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Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $639k | +147% | 10k | 61.90 |
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Johnson & Johnson (JNJ) | 0.1 | $606k | 3.8k | 158.19 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $605k | -81% | 7.0k | 86.48 |
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Select Sector Spdr Tr Financial (XLF) | 0.1 | $604k | -2% | 14k | 42.12 |
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Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $603k | -8% | 9.2k | 65.65 |
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Eaton Corp SHS (ETN) | 0.1 | $592k | -8% | 1.9k | 312.68 |
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Chipotle Mexican Grill (CMG) | 0.1 | $568k | -7% | 196.00 | 2900.04 |
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Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $564k | 11k | 50.29 |
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Tri-Continental Corporation (TY) | 0.1 | $563k | 18k | 30.80 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $551k | +26% | 5.0k | 110.53 |
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $541k | -17% | 11k | 50.45 |
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Intuit (INTU) | 0.1 | $528k | +7% | 812.00 | 650.00 |
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Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $519k | -17% | 1.9k | 270.86 |
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Nucor Corporation (NUE) | 0.0 | $501k | -2% | 2.5k | 198.42 |
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Qualcomm (QCOM) | 0.0 | $494k | +2% | 2.9k | 169.30 |
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Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $490k | -79% | 505.00 | 970.87 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $490k | +2% | 2.3k | 210.34 |
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Target Corporation (TGT) | 0.0 | $478k | -11% | 2.7k | 177.24 |
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Diamondback Energy (FANG) | 0.0 | $467k | +4% | 2.4k | 198.15 |
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Select Sector Spdr Tr Technology (XLK) | 0.0 | $466k | -77% | 2.2k | 208.28 |
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Amphenol Corp Cl A (APH) | 0.0 | $462k | +16% | 4.0k | 115.56 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $456k | NEW | 1.0k | 444.61 |
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Prologis (PLD) | 0.0 | $448k | 3.4k | 130.22 |
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Procter & Gamble Company (PG) | 0.0 | $440k | -60% | 2.7k | 162.23 |
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Shell Spon Ads (SHEL) | 0.0 | $430k | -8% | 6.4k | 67.04 |
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Adams Express Company (ADX) | 0.0 | $421k | 22k | 19.52 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $420k | +595% | 6.9k | 60.74 |
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Hp (HPQ) | 0.0 | $411k | 14k | 30.50 |
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Duke Energy Corp Com New (DUK) | 0.0 | $396k | 4.1k | 96.72 |
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Texas Instruments Incorporated (TXN) | 0.0 | $393k | -5% | 2.3k | 174.21 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $387k | 1.5k | 249.92 |
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.0 | $379k | -90% | 7.6k | 49.70 |
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Vanguard Index Fds Growth Etf (VUG) | 0.0 | $373k | NEW | 1.1k | 344.21 |
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Raytheon Technologies Corp (RTX) | 0.0 | $372k | -7% | 3.8k | 97.53 |
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Wells Fargo & Company (WFC) | 0.0 | $369k | +42% | 6.4k | 57.96 |
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Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $364k | -14% | 6.6k | 55.53 |
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Amgen (AMGN) | 0.0 | $360k | 1.3k | 284.26 |
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Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $356k | NEW | 3.3k | 109.17 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $350k | +13% | 1.5k | 228.55 |
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Woodward Governor Company (WWD) | 0.0 | $346k | 2.2k | 154.12 |
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Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $342k | -4% | 3.7k | 91.25 |
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $323k | NEW | 4.9k | 65.87 |
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Empire St Rlty Op Unit Ltd Prt 60 (OGCP) | 0.0 | $320k | 32k | 10.15 |
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $316k | 5.4k | 58.65 |
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Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $313k | 2.6k | 118.29 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $309k | 917.00 | 337.13 |
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Exelon Corporation (EXC) | 0.0 | $309k | -82% | 8.2k | 37.57 |
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MetLife (MET) | 0.0 | $308k | -96% | 4.2k | 74.11 |
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Nxp Semiconductors N V (NXPI) | 0.0 | $297k | -96% | 1.2k | 249.39 |
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Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.0 | $295k | -94% | 8.3k | 35.38 |
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Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.0 | $294k | -26% | 14k | 21.24 |
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Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.0 | $290k | -11% | 5.0k | 57.93 |
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Boeing Company (BA) | 0.0 | $282k | -22% | 1.5k | 192.94 |
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Marathon Petroleum Corp (MPC) | 0.0 | $280k | 1.4k | 201.55 |
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Vanguard Index Fds Value Etf (VTV) | 0.0 | $277k | NEW | 1.7k | 162.86 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $271k | -12% | 1.5k | 179.11 |
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Starbucks Corporation (SBUX) | 0.0 | $268k | -95% | 2.9k | 91.38 |
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Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.0 | $268k | -97% | 8.0k | 33.59 |
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Ecolab (ECL) | 0.0 | $258k | +5% | 1.1k | 231.47 |
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Wisdomtree Tr Us High Dividend (DHS) | 0.0 | $256k | -9% | 3.0k | 86.65 |
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Ishares Gold Tr Ishares New (IAU) | 0.0 | $245k | -96% | 5.8k | 42.01 |
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J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.0 | $244k | 4.8k | 50.74 |
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Proshares Tr Ultrapro Qqq (TQQQ) | 0.0 | $244k | NEW | 4.0k | 61.56 |
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Norfolk Southern (NSC) | 0.0 | $241k | 946.00 | 254.87 |
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Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $238k | NEW | 10k | 23.85 |
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General Dynamics Corporation (GD) | 0.0 | $237k | -66% | 839.00 | 282.42 |
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Dow (DOW) | 0.0 | $237k | -2% | 4.1k | 57.93 |
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Select Sector Spdr Tr Energy (XLE) | 0.0 | $236k | 2.5k | 94.42 |
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $234k | NEW | 4.6k | 50.74 |
|
Carrier Global Corporation (CARR) | 0.0 | $234k | -2% | 4.0k | 58.14 |
|
Cigna Corp (CI) | 0.0 | $233k | NEW | 642.00 | 363.19 |
|
Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $228k | 3.4k | 66.57 |
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Union Pacific Corporation (UNP) | 0.0 | $227k | -2% | 921.00 | 245.93 |
|
Stryker Corporation (SYK) | 0.0 | $224k | -68% | 625.00 | 358.90 |
|
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $222k | NEW | 3.7k | 60.31 |
|
Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $222k | 1.2k | 182.62 |
|
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $219k | 5.4k | 40.71 |
|
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Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.0 | $218k | 180.00 | 1211.87 |
|
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Archer Daniels Midland Company (ADM) | 0.0 | $216k | -92% | 3.4k | 62.81 |
|
American Tower Reit (AMT) | 0.0 | $207k | 1.0k | 197.60 |
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Oracle Corporation (ORCL) | 0.0 | $201k | NEW | 1.6k | 125.64 |
|
PIMCO Corporate Income Fund (PCN) | 0.0 | $142k | 10k | 14.08 |
|
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Nuveen Floating Rate Income Fund (JFR) | 0.0 | $136k | 15k | 8.81 |
|
|
Empire St Rlty Op Unit Ltd Prt 250 (FISK) | 0.0 | $122k | 14k | 9.03 |
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Past Filings by Transform Wealth
SEC 13F filings are viewable for Transform Wealth going back to 2016
- Transform Wealth 2024 Q1 filed April 16, 2024
- Transform Wealth 2023 Q4 restated filed Feb. 27, 2024
- Transform Wealth 2023 Q4 filed Jan. 18, 2024
- Transform Wealth 2023 Q3 filed Oct. 11, 2023
- Transform Wealth 2023 Q2 filed July 14, 2023
- Transform Wealth 2023 Q1 filed April 14, 2023
- Transform Wealth 2022 Q4 filed Jan. 13, 2023
- Transform Wealth 2022 Q3 filed Oct. 21, 2022
- Transform Wealth 2022 Q2 filed July 15, 2022
- Transform Wealth 2022 Q1 filed April 25, 2022
- Transform Wealth 2021 Q4 filed Jan. 26, 2022
- Transform Wealth 2021 Q3 restated filed Oct. 28, 2021
- Transform Wealth 2021 Q3 filed Oct. 15, 2021
- Transform Wealth 2021 Q2 filed July 20, 2021
- Transform Wealth 2021 Q1 filed April 22, 2021
- Transform Wealth 2020 Q4 filed Jan. 20, 2021