The Future of Wealth Management: Transform Wealth, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison

The wealth management industry is evolving, and Transform Wealth, LLC is at the forefront of that change. With Q4 2022 vs. Q1 2023 13F holdings comparison, Transform Wealth, LLC is making strategic moves to ensure that they remain competitive in this dynamic industry.

Transform Wealth, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison:

1. Apple Inc: With an increase of 40.1%, Transform Wealth, LLC has increased its holdings in Apple Inc, one of the tech giants in the industry.

2. Microsoft Corp: Another tech giant that has been on the rise in recent years, Transform Wealth, LLC has increased its holdings in Microsoft Corp by 31.4%.

3. Innovator ETFs TR: The holdings in this ETF have increased by an incredible 4854.6%, indicating that Transform Wealth, LLC is looking to include more ETFs in its portfolio.

4. SPDR S&P 500 ETF TR: Transform Wealth, LLC has increased its holdings in this popular ETF by 556.2%, indicating a growing interest in passive investing strategies.

5. PGIM ETF TR: A significant decrease of 55.5% in holdings in this ETF shows Transform Wealth, LLC's redirection of strategy.

6. Unitedhealth Group Inc: With an increase of 8.2%, this healthcare company finds itself among the top holdings held by Transform Wealth, LLC.

7. Alphabet Inc: With a 26.5% increase in holdings, Transform Wealth, LLC is increasing its focus on tech companies in its portfolio.

8. JPMorgan Chase & Co: Another company that has received increased interest from Transform Wealth, LLC, with a 16.8% increase in holdings.

9. Select Sector SPDR TR: A massive increase of 1835.1% in holdings in this ETF shows Transform Wealth, LLC's high inclination for passive investing strategies.

10. Cisco Systems Inc: With a 71.9% increase in holdings, Cisco Systems Inc has become an increasingly important stock for Transform Wealth, LLC.

In Conclusion,

Transform Wealth, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison shows that the future of wealth management is indeed bright. With a portfolio that balances active and passive investment strategies, Transform Wealth, LLC is ensuring that it remains competitive in the dynamic wealth management industry.