SEC 13F Intelligence

Transform Wealth, LLC / GOOGL

Transform Wealth, LLC’s Alphabet Inc Position

Does Transform Wealth, LLC own Alphabet Inc (GOOGL)? Yes150.6K shares worth $23M (+1.41% of its 13F portfolio) as of Q1 2025, up from 148.7K shares the prior filed quarter.

Position Value
$23M
Q1 2025
Shares
150.6K
% of Portfolio
+1.41%
Quarters Held
26
currently held

Position History GOOGL

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ2 ’19: $6MQ3 ’19: $6MQ4 ’19: $7MQ4 ’19Q1 ’20: $6MQ2 ’20: $8MQ3 ’20: $8MQ4 ’20: $6MQ4 ’20Q1 ’21: $7MQ2 ’21: $14MQ3 ’21: $15MQ4 ’21: $17MQ4 ’21Q1 ’22: $17MQ2 ’22: $14MQ3 ’22: $13MQ4 ’22: $13MQ4 ’22Q1 ’23: $16MQ2 ’23: $19MQ3 ’23: $20MQ4 ’23: $21MQ4 ’23Q1 ’24: $23MQ2 ’24: $28MQ3 ’24: $24MQ4 ’24: $28MQ4 ’24Q1 ’25: $23Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2025150.6K$23M+1.41%
Q4 2024148.7K$28M+1.56%
Q3 2024141.8K$24M+1.56%
Q2 2024155.8K$28M+2.13%
Q1 2024153.2K$23M+2.20%
Q4 2023153.0K$21M+2.08%
Q3 2023152.3K$20M+2.10%
Q2 2023158.6K$19M+1.71%
Q1 2023154.8K$16M+1.51%
Q4 2022143.9K$13M+1.42%
Q3 2022131.3K$13M+1.63%
Q2 20226.3K$14M+2.06%
Q1 20226.2K$17M+1.94%
Q4 20215.7K$17M+1.73%
Q3 20215.4K$15M+1.67%
Q2 20215.5K$14M+1.65%
Q1 20213.5K$7M+1.44%
Q4 20203.4K$6M+1.26%
Q3 20205.5K$8M+1.31%
Q2 20205.6K$8M+1.36%
Q1 20205.5K$6M+1.37%
Q4 20195.2K$7M+1.11%
Q3 20194.6K$6M+1.00%
Q2 20195.4K$6M+0.86%
Q1 20194.2K$5M+0.93%
Q4 20184.2K$4M+0.91%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Transform Wealth, LLC’s full portfolio or all institutional holders of GOOGL.