Transform Wealth, LLC 13F Holdings · last filed Q1 2025
Transform Wealth, LLC reported 242 securities worth $1.65B in its SEC 13F filing for Q1 2025 (period ended 2025-03-31). Top holdings: POWL (16.79%), AAPL (3.92%), SGOV (3.67%). Among its top 25 positions this quarter: 12 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | POWL | POWELL INDS INC | $277.3M | 16.79% | 1.6M | Trimmed |
| 2 | AAPL | APPLE INC | $64.8M | 3.92% | 291,582 | Trimmed |
| 3 | SGOV | ISHARES TR | $60.6M | 3.67% | 601,611 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $56.6M | 3.43% | 150,910 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $31.8M | 1.93% | 293,259 | Added |
| 6 | AGG | ISHARES TR | $31.5M | 1.91% | 318,010 | Added |
| 7 | AMZN | AMAZON COM INC | $30.6M | 1.85% | 160,930 | Added |
| 8 | AVGO | BROADCOM INC | $28.6M | 1.73% | 170,848 | Trimmed |
| 9 | IVW | ISHARES TR | $27.1M | 1.64% | 291,475 | Added |
| 10 | JPM | JPMORGAN CHASE & CO. | $27.1M | 1.64% | 110,301 | Added |
| 11 | GOOGL | ALPHABET INC | $23.3M | 1.41% | 150,577 | Added |
| 12 | SCHB | SCHWAB STRATEGIC TR | $23.3M | 1.41% | 1.1M | Trimmed |
| 13 | VOO | VANGUARD INDEX FDS | $22.9M | 1.39% | 44,559 | Trimmed |
| 14 | IVE | ISHARES TR | $22.2M | 1.35% | 116,629 | Trimmed |
| 15 | XLF | SELECT SECTOR SPDR TR | $21.3M | 1.29% | 427,546 | Added |
| 16 | GS | GOLDMAN SACHS GROUP INC | $20.9M | 1.26% | 38,187 | Added |
| 17 | WMT | WALMART INC | $19.4M | 1.18% | 220,655 | Added |
| 18 | ABBV | ABBVIE INC | $19.0M | 1.15% | 90,628 | Trimmed |
| 19 | COST | COSTCO WHSL CORP NEW | $17.8M | 1.08% | 18,859 | Trimmed |
| 20 | IAU | ISHARES GOLD TR | $17.8M | 1.08% | 302,683 | Added |
| 21 | XOM | EXXON MOBIL CORP | $17.9M | 1.08% | 150,557 | Trimmed |
| 22 | LRCX | LAM RESEARCH CORP | $17.3M | 1.05% | 237,423 | Trimmed |
| 23 | MCK | MCKESSON CORP | $16.1M | 0.98% | 23,919 | Added |
| 24 | ACN | ACCENTURE PLC IRELAND | $16.0M | 0.97% | 51,367 | Trimmed |
| 25 | WELL | WELLTOWER INC | $16.0M | 0.97% | 104,512 | Added |
Source: SEC Form 13F filings · as of 2025-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR