Transform Wealth, LLC Top Holdings and 13F Report (2025) About Transform Wealth, LLCInvestment ActivityTransform Wealth, LLC has $1.80 billion in total holdings as of December 31, 2024.Transform Wealth, LLC owns shares of 261 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Approximately 22.43% of the portfolio was purchased this quarter.About 6.06% of the portfolio was sold this quarter.This quarter, Transform Wealth, LLC has purchased 216 new stocks and bought additional shares in 132 stocks.Transform Wealth, LLC sold shares of 54 stocks and completely divested from 14 stocks this quarter.Largest Holdings Powell Industries $360,848,195Apple $73,460,365Microsoft $63,762,407iShares 0-3 Month Treasury Bond ETF $60,372,677Broadcom $42,188,455 Largest New Holdings this Quarter LAM RESEARCH CORP $17,268,888 HoldingBank of New York Mellon $9,682,771 HoldingEmerson Electric $7,016,040 HoldingConsumer Discretionary Select Sector SPDR Fund $6,805,694 HoldingProgressive $5,799,403 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 598,451 shares (about $60.04M)Vanguard S&P 500 ETF 46,445 shares (about $25.02M)Schwab US Broad Market ETF 856,655 shares (about $19.45M)Financial Select Sector SPDR Fund 388,174 shares (about $18.76M)LAM RESEARCH CORP 238,334 shares (about $17.27M) Largest Sales this Quarter FlexShares Quality Dividend Index Fund 276,656 shares (about $19.52M)Wells Fargo & Company 188,408 shares (about $13.23M)Powell Industries 45,750 shares (about $10.14M)SPDR S&P 500 ETF Trust 15,890 shares (about $9.34M)American International Group 125,827 shares (about $9.16M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTransform Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPOWLPowell Industries$360,848,195$10,140,488 ▼-2.7%1,628,00920.0%IndustrialsAAPLApple$73,460,365$6,089,205 ▲9.0%293,3494.1%Computer and TechnologyMSFTMicrosoft$63,762,407$5,471,070 ▲9.4%151,2753.5%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$60,372,677$60,036,605 ▲17,864.2%601,8013.4%ETFAVGOBroadcom$42,188,455$2,203,643 ▲5.5%181,9722.3%Computer and TechnologyNVDANVIDIA$39,017,843$5,383,957 ▲16.0%290,5492.2%Computer and TechnologyAMZNAmazon.com$34,288,895$4,184,205 ▲13.9%156,2921.9%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$33,390,479$9,344,230 ▼-21.9%56,7811.9%FinanceGOOGLAlphabet$28,152,104$1,311,848 ▲4.9%148,7171.6%Computer and TechnologyIVEiShares S&P 500 Value ETF$27,858,376$593,255 ▲2.2%145,9471.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$26,820,685$2,330,641 ▲9.5%276,7871.5%FinanceVOOVanguard S&P 500 ETF$26,254,887$25,024,795 ▲2,034.4%48,7281.5%ETFJPMJPMorgan Chase & Co.$26,131,626$2,956,597 ▲12.8%109,0131.5%FinanceSCHBSchwab US Broad Market ETF$24,614,426$19,446,068 ▲376.3%1,084,3361.4%ETFIVWiShares S&P 500 Growth ETF$21,189,826$290,173 ▲1.4%208,7051.2%ETFWMTWalmart$19,786,684$2,042,499 ▲11.5%218,5111.1%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$19,452,864$18,760,440 ▲2,709.4%402,5011.1%ETFGSThe Goldman Sachs Group$19,081,661$1,292,993 ▲7.3%33,3231.1%FinanceBKLNInvesco Senior Loan ETF$18,972,716$9,818,832 ▲107.3%900,4611.1%ETFACNAccenture$18,085,053$991,689 ▲5.8%51,4091.0%Computer and TechnologyCRMSalesforce$18,057,935$1,266,278 ▲7.5%53,9481.0%Computer and TechnologyCOSTCostco Wholesale$17,567,329$2,265,895 ▲14.8%19,1731.0%Retail/WholesaleLAM RESEARCH CORP$17,268,888$17,268,888 ▲New Holding238,3341.0%COM NEWABBVAbbVie$16,768,833$1,254,562 ▲8.1%94,3660.9%MedicalXOMExxon Mobil$16,515,445$2,191,525 ▲15.3%153,5320.9%EnergyCEGConstellation Energy$16,291,397$1,146,957 ▲7.6%72,8240.9%EnergyJMSTJPMorgan Ultra-Short Municipal ETF$15,853,539$6,124,649 ▲63.0%311,8680.9%ETFMETAMeta Platforms$15,261,584$2,720,912 ▲21.7%26,0650.8%Computer and TechnologyFPEFirst Trust Preferred Securities and Income ETF$14,812,039$1,395,256 ▲10.4%836,8380.8%ETFIAUiShares Gold Trust$14,768,586$14,478,804 ▲4,996.4%298,2950.8%FinanceHONHoneywell International$14,561,137$1,152,720 ▲8.6%64,4610.8%Multi-Sector ConglomeratesMCKMcKesson$13,595,007$1,596,392 ▲13.3%23,8280.8%MedicalJMBSJanus Henderson Mortgage-Backed Securities ETF$13,439,777$2,516,670 ▲23.0%304,2050.7%ETFCVXChevron$13,388,534$3,323,778 ▲33.0%92,4370.7%EnergyPWRQuanta Services$13,355,123$780,966 ▲6.2%42,2560.7%ConstructionCMICummins$13,345,783$797,944 ▲6.4%38,2840.7%Auto/Tires/TrucksWELLWelltower$12,936,987$1,584,450 ▲14.0%102,6500.7%FinanceOKEONEOK$12,622,239$2,352,865 ▲22.9%125,7200.7%EnergyTJXTJX Companies$12,306,558$1,106,862 ▲9.9%101,8670.7%Retail/WholesaleAERAerCap$12,173,850$1,399,043 ▲13.0%127,2080.7%TransportationXLKTechnology Select Sector SPDR Fund$12,065,937$11,548,580 ▲2,232.2%51,8920.7%ETFTMUST-Mobile US$12,028,967$1,811,762 ▲17.7%54,4960.7%Computer and TechnologyHDHome Depot$11,753,457$1,549,753 ▲15.2%30,2150.7%Retail/WholesaleCRH PLC$11,633,121$1,143,827 ▲10.9%125,7360.6%ORDADBEAdobe$11,359,464$848,013 ▲8.1%25,5450.6%Computer and TechnologyCBChubb$11,240,039$1,250,988 ▲12.5%40,5490.6%FinanceCOCA-COLA EUROPACIFIC PARTNE$10,652,833$757,652 ▲7.7%138,6910.6%SHSLONZPIMCO Senior Loan Active Exchange-Traded Fund$10,525,985$8,196,179 ▲351.8%204,2030.6%ETFIGMiShares Expanded Tech Sector ETF$10,062,726$616,012 ▲6.5%98,5670.6%ETFVRTXVertex Pharmaceuticals$10,027,214$358,805 ▲3.7%24,9000.6%MedicalBKBank of New York Mellon$9,682,771$9,682,771 ▲New Holding126,0290.5%FinanceBRBroadridge Financial Solutions$9,407,611$249,205 ▲2.7%41,4500.5%Business ServicesGLDSPDR Gold Shares$8,585,688$3,148,659 ▲57.9%35,4590.5%FinanceGEGeneral Electric$8,520,712$1,065,068 ▲14.3%51,0010.5%TransportationLINDE PLC$8,385,523$912,280 ▲12.2%20,0290.5%SHSIVViShares Core S&P 500 ETF$8,354,827$186,029 ▲2.3%14,1920.5%ETFMAMastercard$8,263,858$321,729 ▲4.1%15,6940.5%Business ServicesNVONovo Nordisk A/S$8,199,150$517,323 ▲6.7%95,3170.5%MedicalOCOwens Corning$8,091,862$544,340 ▲7.2%47,5100.4%ConstructionNFLXNetflix$8,083,124$7,293,440 ▲923.6%9,0690.4%Consumer DiscretionaryGOOGAlphabet$7,689,265$2,551,916 ▲49.7%40,3760.4%Computer and TechnologyHCAHCA Healthcare$7,587,109$854,518 ▲12.7%25,2780.4%MedicalXLPConsumer Staples Select Sector SPDR Fund$7,397,898$292,979 ▲4.1%94,1090.4%ETFEMREmerson Electric$7,016,040$7,016,040 ▲New Holding56,6130.4%IndustrialsHYLBXtrackers USD High Yield Corporate Bond ETF$6,956,701$1,801,909 ▼-20.6%192,8130.4%ETFXLYConsumer Discretionary Select Sector SPDR Fund$6,805,694$6,805,694 ▲New Holding30,3350.4%FinanceCATCaterpillar$6,799,064$2,081,109 ▲44.1%18,7430.4%IndustrialsSPYGSPDR Portfolio S&P 500 Growth ETF$6,365,216$50,719 ▲0.8%72,4140.4%ETFLLYEli Lilly and Company$6,004,637$2,089,811 ▲53.4%7,7780.3%MedicalTMOThermo Fisher Scientific$5,869,838$186,377 ▲3.3%11,2750.3%MedicalPGRProgressive$5,799,403$5,799,403 ▲New Holding24,2040.3%FinanceVGSHVanguard Short-Term Treasury Index ETF$5,771,980$5,771,980 ▲New Holding99,2090.3%ETFKLACKLA$5,600,661$38,438 ▲0.7%8,8880.3%Computer and TechnologyJSCPJPMorgan Short Duration Core Plus ETF$5,517,173$447,863 ▲8.8%117,9410.3%ETFBXBlackstone$5,435,855$2,064,201 ▲61.2%31,5270.3%FinanceSCHDSchwab US Dividend Equity ETF$5,269,080$4,003,069 ▲316.2%192,8650.3%ETFUNHUnitedHealth Group$5,002,732$818,445 ▼-14.1%9,8900.3%MedicalQDFFlexShares Quality Dividend Index Fund$4,799,315$19,518,122 ▼-80.3%68,0270.3%ETFVVisa$4,675,670$2,277,315 ▲95.0%14,7950.3%Business ServicesCLOZPanagram BBB-B CLO ETF$4,617,639$783,240 ▼-14.5%170,2460.3%ETFJBBBJanus Henderson B-BBB CLO ETF$4,598,925$775,156 ▼-14.4%93,5500.3%ETFLENLennar$4,562,456$169,647 ▲3.9%33,4560.3%ConstructionVFLOVictoryShares Free Cash Flow ETF$4,522,108$510,362 ▲12.7%132,6520.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$4,496,463$3,623,630 ▲415.2%161,3370.2%ETFISRGIntuitive Surgical$4,282,682$1,669,750 ▲63.9%8,2050.2%MedicalRUNNRunning Oak Efficient Growth ETF$4,266,367$2,234,754 ▲110.0%130,1910.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$4,247,325$217,958 ▲5.4%83,0530.2%ETFWMWaste Management$4,159,402$1,598,140 ▲62.4%20,6130.2%Business ServicesTSMTaiwan Semiconductor Manufacturing$3,974,861$419,355 ▲11.8%20,0660.2%Computer and TechnologyLOWLowe's Companies$3,594,725$73,054 ▲2.1%14,5650.2%Retail/WholesaleMRKMerck & Co., Inc.$3,578,193$304,785 ▲9.3%35,6780.2%MedicalSHYiShares 1-3 Year Treasury Bond ETF$3,548,915$3,548,915 ▲New Holding43,2900.2%ManufacturingSJNKSPDR Bloomberg Short Term High Yield Bond ETF$3,492,568$3,492,568 ▲New Holding138,3200.2%ETFCGDVCapital Group Dividend Value ETF$3,389,932$1,477,112 ▲77.2%96,1410.2%ETFVGITVanguard Intermediate-Term Treasury Index ETF$3,383,024$3,383,024 ▲New Holding58,3280.2%ETFRSPInvesco S&P 500 Equal Weight ETF$3,342,299$729,299 ▲27.9%19,0740.2%ETFMOATVanEck Morningstar Wide Moat ETF$3,338,132$370,996 ▼-10.0%36,0000.2%ETFDELLDell Technologies$3,317,006$154,885 ▼-4.5%28,7830.2%Computer and TechnologyMLPXGlobal X MLP & Energy Infrastructure ETF$3,279,491$687,816 ▼-17.3%54,1070.2%ETFHPEHewlett Packard Enterprise$2,947,994$74,127 ▼-2.5%137,2450.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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