Transform Wealth, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

In the ever-evolving world of finance, it's crucial for investors and firms to stay up to date with the latest changes in holdings. One way to do this is by analyzing the quarterly 13F filings, which provide a glimpse into the investment decisions made by some of the most prominent players in the market. In this article, we will be focusing on the Q3 2023 and Q4 2023 13F holdings comparison for Transform Wealth, LLC, shedding light on the changes that have taken place in their portfolio.

1. Apple Inc (AAPL):

- In Q3 2023, Transform Wealth, LLC held 268,834 shares of Apple Inc, with a total value of $46,027,000.

- In Q4 2023, their holdings decreased slightly to 268,158 shares, valued at $51,628,000.

- Despite the marginal decrease in the number of shares, there was a significant increase in the value of their holdings, reflecting a 12.2% change.

2. Microsoft Corp (MSFT):

- Transform Wealth, LLC owned 134,309 shares of Microsoft Corp in Q3 2023, worth $42,408,000.

- Their holdings experienced a slight decrease in Q4 2023, with 133,280 shares valued at $50,118,000.

- The change in holdings represents an 18.2% increase in value.

3. SPDR S&P 500 ETF Trust (SPY):

- In Q3 2023, Transform Wealth, LLC held 70,082 shares of SPDR S&P 500 ETF Trust, totaling $30,065,000.

- Their holdings increased to 72,402 shares in Q4 2023, with a value of $34,553,000.

- This change reflects a 14.9% increase in the value of their holdings.

4. iShares Trust (IVE):

- Transform Wealth, LLC had 162,377 shares of iShares Trust in Q3 2023, valued at $25,113,000.

- Their holdings decreased slightly to 161,259 shares in Q4 2023, with a value of $28,041,000.

- Despite the decrease in the number of shares, there was an 11.7% increase in the value of their holdings.

5. Broadcom Inc (AVGO):

- In Q3 2023, Transform Wealth, LLC owned 19,685 shares of Broadcom Inc, worth $16,349,000.

- Their holdings increased to 19,868 shares in Q4 2023, with a value of $22,177,000.

- This change represents a significant 35.6% increase in the value of their holdings.

6. iShares Trust (AGG):

- Transform Wealth, LLC held 213,091 shares of iShares Trust in Q3 2023, worth $20,039,000.

- Their holdings increased to 220,403 shares in Q4 2023, with a value of $21,874,000.

- The change in holdings reflects a 9.2% increase in value.

7. Alphabet Inc (GOOGL):

- In Q3 2023, Transform Wealth, LLC had 152,313 shares of Alphabet Inc, totaling $19,931,000.

- Their holdings increased slightly to 152,976 shares in Q4 2023, with a value of $21,369,000.

- The change in holdings represents a 7.2% increase in value.

8. Amazon.com Inc (AMZN):

- Transform Wealth, LLC owned 132,862 shares of Amazon.com Inc in Q3 2023, worth $16,889,000.

- Their holdings increased to 136,415 shares in Q4 2023, with a value of $20,726,000.

- This change reflects a significant 22.7% increase in the value of their holdings.

9. Lam Research Corp (LRCX):

- In Q3 2023, Transform Wealth, LLC held 24,180 shares of Lam Research Corp, with a total value of $15,202,000.

- Their holdings increased to 25,250 shares in Q4 2023, valued at $19,826,000.

- The change in holdings represents a substantial 30.4% increase in value.

10. UnitedHealth Group Inc (UNH):

- Transform Wealth, LLC had 35,150 shares of UnitedHealth Group Inc in Q3 2023, totaling $17,722,000.

- Their holdings decreased slightly to 35,007 shares in Q4 2023, with a value of $18,429,000.

- Despite the marginal decrease in the number of shares, there was a 4% increase in the value of their holdings.

These are just a few examples of the changes in holdings that took place in Transform Wealth, LLC's portfolio during Q3 and Q4 of 2023. Analyzing these changes can provide valuable insights into the investment strategies of this firm and potentially guide investors in making their own investment decisions. As always, it's essential to conduct thorough research and consult with financial professionals before making any investment choices.