Transform Wealth, LLC Top Holdings and 13F Report (2025)

About Transform Wealth, LLC

Investment Activity

Transform Wealth, LLC has $1.65 billion in total holdings as of March 31, 2025.
Transform Wealth, LLC owns shares of 242 different stocks, but just 56 companies or ETFs make up 80% of its holdings.
Approximately 7.38% of the portfolio was purchased this quarter.
About 8.93% of the portfolio was sold this quarter.
This quarter, Transform Wealth, LLC has purchased 261 new stocks and bought additional shares in 65 stocks.
Transform Wealth, LLC sold shares of 136 stocks and completely divested from 32 stocks this quarter.

Largest Holdings

Powell Industries: $277,281,740
Apple: $64,769,047
ISHARES TR: $60,564,180
Microsoft: $56,649,985
NVIDIA: $31,786,292

Largest New Holdings this Quarter

92189F486 - VanEck IG Floating Rate ETF: $11,939,746 Holding
09857L108 - Booking: $7,301,474 Holding
G66721104 - Norwegian Cruise Line: $6,028,209 Holding
922042874 - Vanguard FTSE Europe ETF: $5,586,061 Holding
084670108 - Berkshire Hathaway: $3,193,767 Holding

Largest Purchases this Quarter

VanEck IG Floating Rate ETF: 467,309 shares (about $11.94M)
Oracle: 64,810 shares (about $9.06M)
iShares Core S&P 500 ETF: 13,718 shares (about $7.71M)
iShares S&P 500 Growth ETF: 82,770 shares (about $7.68M)
Booking: 1,585 shares (about $7.30M)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 38,176 shares (about $21.42M)
J P MORGAN EXCHANGE TRADED F: 203,764 shares (about $10.36M)
Invesco Senior Loan ETF: 332,626 shares (about $6.89M)
Novo Nordisk A/S: 91,632 shares (about $6.43M)
iShares S&P 500 Value ETF: 29,318 shares (about $5.59M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
POWL Powell Industries	$277,281,740	$17,033 ▼	0.0%	1,627,909	16.8%	Industrials
AAPL Apple	$64,769,047	$392,503 ▼	-0.6%	291,582	3.9%	Technology
ISHARES TR	$60,564,180	$19,127 ▼	0.0%	601,611	3.7%	0-3 MNTH TREASRY
MSFT Microsoft	$56,649,985	$137,017 ▼	-0.2%	150,910	3.4%	Technology
NVDA NVIDIA	$31,786,292	$293,736 ▲	0.9%	293,259	1.9%	Technology
AGG iShares Core U.S. Aggregate Bond ETF	$31,457,557	$4,077,780 ▲	14.9%	318,010	1.9%	ETF
AMZN Amazon.com	$30,618,492	$882,424 ▲	3.0%	160,930	1.9%	Consumer Discretionary
AVGO Broadcom	$28,605,123	$1,862,494 ▼	-6.1%	170,848	1.7%	Technology
IVW iShares S&P 500 Growth ETF	$27,057,621	$7,683,538 ▲	39.7%	291,475	1.6%	ETF
JPM JPMorgan Chase & Co.	$27,056,806	$315,946 ▲	1.2%	110,301	1.6%	Finance
SCHB Schwab US Broad Market ETF	$23,339,780	$5,964 ▼	0.0%	1,084,059	1.4%	ETF
GOOGL Alphabet	$23,285,272	$287,631 ▲	1.3%	150,577	1.4%	Communication Services
VOO Vanguard S&P 500 ETF	$22,899,087	$2,142,469 ▼	-8.6%	44,559	1.4%	ETF
IVE iShares S&P 500 Value ETF	$22,227,168	$5,587,428 ▼	-20.1%	116,629	1.3%	ETF
XLF Financial Select Sector SPDR Fund	$21,296,089	$1,247,493 ▲	6.2%	427,546	1.3%	ETF
GS The Goldman Sachs Group	$20,860,989	$2,657,131 ▲	14.6%	38,187	1.3%	Finance
WALMART INC	$19,422,528	$188,719 ▲	1.0%	220,655	1.2%	COM
ABBV AbbVie	$18,988,399	$783,187 ▼	-4.0%	90,628	1.1%	Healthcare
XOM ExxonMobil	$17,905,767	$353,817 ▼	-1.9%	150,557	1.1%	Energy
IAU iShares Gold Trust	$17,846,190	$258,716 ▲	1.5%	302,683	1.1%	ETF
COST Costco Wholesale	$17,836,143	$296,970 ▼	-1.6%	18,859	1.1%	Consumer Staples
LAM RESEARCH CORP	$17,315,668	$66,441 ▼	-0.4%	237,423	1.0%	COM NEW
MCK McKesson	$16,114,644	$61,308 ▲	0.4%	23,919	1.0%	Healthcare
ACN Accenture	$16,028,714	$13,106 ▼	-0.1%	51,367	1.0%	Technology
WELL Welltower	$16,012,239	$285,276 ▲	1.8%	104,512	1.0%	Real Estate
IVV iShares Core S&P 500 ETF	$15,682,464	$7,708,063 ▲	96.7%	27,910	0.9%	ETF
CVX Chevron	$15,371,401	$92,344 ▼	-0.6%	91,885	0.9%	Energy
META Meta Platforms	$15,301,455	$278,386 ▲	1.9%	26,548	0.9%	Communication Services
JMBS Janus Henderson Mortgage-Backed Securities ETF	$15,108,326	$1,358,260 ▲	9.9%	334,255	0.9%	ETF
AER Aercap	$15,043,062	$2,012,448 ▲	15.4%	146,854	0.9%	Industrials
FPE First Trust Preferred Securities and Income ETF	$14,958,283	$238,309 ▲	1.6%	850,386	0.9%	ETF
CEG Constellation Energy	$14,923,769	$240,342 ▲	1.6%	74,016	0.9%	Utilities
CRM Salesforce	$14,911,428	$433,938 ▲	3.0%	55,565	0.9%	Technology
XLK Technology Select Sector SPDR Fund	$14,277,325	$3,562,621 ▲	33.2%	69,146	0.9%	ETF
TMUS T-Mobile US	$13,906,233	$628,368 ▼	-4.3%	52,140	0.8%	Communication Services
MA Mastercard	$13,689,319	$5,087,110 ▲	59.1%	24,975	0.8%	Finance
NFLX Netflix	$13,612,070	$5,154,999 ▲	61.0%	14,597	0.8%	Communication Services
CMI Cummins	$13,190,873	$1,191,078 ▲	9.9%	42,084	0.8%	Industrials
COCA-COLA EUROPACIFIC PARTNE	$12,792,519	$722,261 ▲	6.0%	146,990	0.8%	SHS
OKE ONEOK	$12,694,594	$220,665 ▲	1.8%	127,944	0.8%	Energy
CB Chubb	$12,371,060	$89,351 ▲	0.7%	40,844	0.7%	Finance
TJX TJX Companies	$12,352,521	$54,932 ▼	-0.4%	101,416	0.7%	Consumer Discretionary
LLY Eli Lilly and Company	$12,315,643	$5,891,886 ▲	91.7%	14,912	0.7%	Healthcare
VRTX Vertex Pharmaceuticals	$11,988,819	$83,390 ▼	-0.7%	24,728	0.7%	Healthcare
FLTR VanEck IG Floating Rate ETF	$11,939,746	$11,939,746 ▲	New Holding	467,309	0.7%	ETF
BKLN Invesco Senior Loan ETF	$11,754,181	$6,885,356 ▼	-36.9%	567,835	0.7%	ETF
CRH PLC	$11,504,784	$397,265 ▲	3.6%	130,233	0.7%	ORD
HON Honeywell International	$11,311,032	$2,338,563 ▼	-17.1%	53,417	0.7%	Industrials
BANK NEW YORK MELLON CORP	$10,995,443	$425,389 ▲	4.0%	131,101	0.7%	COM
PWR Quanta Services	$10,925,484	$184,790 ▲	1.7%	42,983	0.7%	Industrials
HD Home Depot	$10,875,754	$197,908 ▼	-1.8%	29,675	0.7%	Consumer Discretionary
SPY SPDR S&P 500 ETF Trust	$10,439,276	$21,420,575 ▼	-67.2%	18,605	0.6%	ETF
GE GE Aerospace	$10,350,482	$124,118 ▲	1.2%	51,620	0.6%	Industrials
GLD SPDR Gold Shares	$10,253,751	$36,594 ▲	0.4%	35,586	0.6%	ETF
BR Broadridge Financial Solutions	$10,240,910	$154,760 ▲	1.5%	42,086	0.6%	Industrials
LONZ PIMCO Senior Loan Active Exchange-Traded Fund	$9,747,287	$541,488 ▼	-5.3%	193,456	0.6%	ETF
ORCL Oracle	$9,284,549	$9,061,132 ▲	4,055.7%	66,408	0.6%	Technology
LINDE PLC	$9,136,708	$189,514 ▼	-2.0%	19,622	0.6%	SHS
HCA HCA Healthcare	$8,951,011	$216,311 ▲	2.5%	25,904	0.5%	Healthcare
ADBE Adobe	$7,905,521	$1,891,526 ▼	-19.3%	20,613	0.5%	Technology
JSCP JPMorgan Short Duration Core Plus ETF	$7,759,814	$2,191,819 ▲	39.4%	164,368	0.5%	ETF
PGR Progressive	$7,725,634	$875,636 ▲	12.8%	27,298	0.5%	Finance
BKNG Booking	$7,301,474	$7,301,474 ▲	New Holding	1,585	0.4%	Consumer Discretionary
PULS PGIM Ultra Short Bond ETF	$6,395,436	$6,030,417 ▲	1,652.1%	128,603	0.4%	ETF
GOOG Alphabet	$6,100,999	$207,007 ▼	-3.3%	39,051	0.4%	Communication Services
CAT Caterpillar	$6,080,733	$100,587 ▼	-1.6%	18,438	0.4%	Industrials
KLAC KLA	$6,031,768	$10,197 ▼	-0.2%	8,873	0.4%	Technology
NCLH Norwegian Cruise Line	$6,028,209	$6,028,209 ▲	New Holding	317,943	0.4%	Consumer Discretionary
HYLB Xtrackers USD High Yield Corporate Bond ETF	$6,018,659	$951,542 ▼	-13.7%	166,491	0.4%	ETF
TMO Thermo Fisher Scientific	$5,706,465	$91,140 ▲	1.6%	11,458	0.3%	Healthcare
SPYG SPDR Portfolio S&P 500 Growth ETF	$5,633,053	$186,860 ▼	-3.2%	70,089	0.3%	ETF
VGK Vanguard FTSE Europe ETF	$5,586,061	$5,586,061 ▲	New Holding	79,562	0.3%	ETF
J P MORGAN EXCHANGE TRADED F	$5,497,088	$10,361,399 ▼	-65.3%	108,104	0.3%	ULTRA SHT MUNCPL
V Visa	$5,455,433	$270,213 ▲	5.2%	15,566	0.3%	Finance
WM Waste Management	$4,747,972	$24,077 ▼	-0.5%	20,509	0.3%	Industrials
IGM iShares Expanded Tech Sector ETF	$4,646,388	$4,290,689 ▼	-48.0%	51,245	0.3%	ETF
VGSH Vanguard Short-Term Treasury ETF	$4,633,048	$1,189,529 ▼	-20.4%	78,941	0.3%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$4,371,885	$130,381 ▲	3.1%	85,606	0.3%	ETF
QDF FlexShares Quality Dividend Index Fund	$4,180,570	$469,772 ▼	-10.1%	61,155	0.3%	ETF
BX Blackstone	$4,157,175	$249,646 ▼	-5.7%	29,741	0.3%	Finance
VFLO VictoryShares Free Cash Flow ETF	$4,062,868	$484,445 ▼	-10.7%	118,520	0.2%	ETF
RUNN Running Oak Efficient Growth ETF	$3,856,063	$366,038 ▼	-8.7%	118,904	0.2%	ETF
CLOZ Eldridge BBB-B CLO ETF	$3,675,006	$848,434 ▼	-18.8%	138,314	0.2%	ETF
SCHD Schwab US Dividend Equity ETF	$3,674,962	$1,717,560 ▼	-31.9%	131,436	0.2%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$3,544,602	$36,815 ▼	-1.0%	42,845	0.2%	ETF
ISRG Intuitive Surgical	$3,417,363	$646,327 ▼	-15.9%	6,900	0.2%	Healthcare
SCHG Schwab U.S. Large-Cap Growth ETF	$3,391,007	$648,860 ▼	-16.1%	135,424	0.2%	ETF
TSM Taiwan Semiconductor Manufacturing	$3,374,739	$30,334 ▲	0.9%	20,248	0.2%	Technology
LOW Lowe's Companies	$3,222,467	$174,452 ▼	-5.1%	13,817	0.2%	Consumer Discretionary
BRK.A Berkshire Hathaway	$3,193,767	$3,193,767 ▲	New Holding	4	0.2%	Finance
NVS Novartis	$3,179,635	$38,055 ▼	-1.2%	27,573	0.2%	Healthcare
MLPX Global X MLP & Energy Infrastructure ETF	$3,094,282	$358,294 ▼	-10.4%	48,492	0.2%	ETF
CGDV Capital Group Dividend Value ETF	$3,069,133	$367,582 ▼	-10.7%	85,858	0.2%	ETF
XLC Communication Services Select Sector SPDR Fund	$3,030,421	$182,867 ▲	6.4%	31,420	0.2%	ETF
IYF iShares U.S. Financials ETF	$2,987,817	$2,987,817 ▲	New Holding	26,476	0.2%	ETF
WMB Williams Companies	$2,976,651	$198,523 ▼	-6.3%	49,810	0.2%	Energy
SLV iShares Silver Trust	$2,960,940	$61,980 ▲	2.1%	95,545	0.2%	ETF
MOAT VanEck Morningstar Wide Moat ETF	$2,931,843	$236,195 ▼	-7.5%	33,316	0.2%	ETF
KR Kroger	$2,732,346	$845,169 ▲	44.8%	40,366	0.2%	Consumer Staples
VGIT Vanguard Intermediate-Term Treasury ETF	$2,684,556	$780,092 ▼	-22.5%	45,195	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Transform Wealth, LLC Top Holdings and 13F Report (2025)

About Transform Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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About MarketBeat

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Transform Wealth, LLC Top Holdings and 13F Report (2025)

About Transform Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofTransform Wealth, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools