Transform Wealth, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Investment firm Transform Wealth, LLC has released its Q2 2023 vs. Q3 2023 13F Holdings Comparison, revealing some interesting changes in their portfolio. In this article, we will explore the shifting trends and analyze the impact of these changes.

Apple Inc. (AAPL) saw a decrease in holdings, with 287,965 shares in Q2 2023 dropping to 268,834 shares in Q3 2023. The value of the shares also decreased from $55,856,000 to $46,027,000, representing a decline of 17.6%. This reduction in holdings may indicate a change in sentiment towards the tech giant.

Another tech giant, Microsoft Corp. (MSFT), also experienced a decrease in holdings. The number of shares went from 144,166 in Q2 2023 to 134,309 in Q3 2023, while the value of the shares decreased from $49,094,000 to $42,408,000, marking a decline of 13.6%.

However, not all companies in the portfolio experienced decreases in holdings. The SPDR S&P 500 ETF TR (SPY) saw a slight increase in holdings, with 67,398 shares in Q2 2023 rising to 70,082 shares in Q3 2023. The value of the shares remained relatively unchanged at $29,987,000 in Q2 2023 and $30,065,000 in Q3 2023, representing a minimal change of 0.3%.

One notable increase in holdings is seen in PGIM ETF TR (PULS), with 88,436 shares in Q2 2023 skyrocketing to 461,109 shares in Q3 2023. The value of the shares also experienced a significant increase from $4,369,000 to $22,820,000, representing a remarkable surge of 422.2%. This substantial increase suggests that Transform Wealth, LLC has high expectations for this ETF.

In contrast, Invectso Exch Traded FD TR II (BKLN) saw a significant decrease in holdings. The number of shares dropped from 1,231,920 in Q2 2023 to 1,090,805 in Q3 2023, while the value of the shares declined from $25,919,000 to $22,895,000, marking a decrease of 11.7%.

These are just a few examples of the changes seen in Transform Wealth, LLC's portfolio for Q2 2023 vs. Q3 2023. It is important for investors to stay informed about the holdings of various investment firms, as it can provide valuable insights into market trends and investment strategies.

Investing in the stock market involves risks, and it is crucial to conduct thorough research and seek professional advice before making any investment decisions. Trends in holdings may change rapidly, and it is crucial to stay updated with the latest information.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial or investment advice. The mentioned companies and ETFs are solely for illustrative purposes and do not represent any endorsement or recommendation.