Transform Wealth, LLC Top Holdings and 13F Report (2025) About Transform Wealth, LLCInvestment ActivityTransform 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 $277,281,740Apple $64,769,047iShares 0-3 Month Treasury Bond ETF $60,564,180Microsoft $56,649,985NVIDIA $31,786,292 Largest New Holdings this Quarter 92189F486 - VanEck Floating Rate ETF $11,939,746 Holding09857L108 - Booking $7,301,474 HoldingG66721104 - Norwegian Cruise Line $6,028,209 Holding922042874 - Vanguard FTSE Europe ETF $5,586,061 Holding084670108 - Berkshire Hathaway $3,193,767 Holding Largest Purchases this Quarter VanEck 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)JPMorgan Ultra-Short Municipal ETF 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 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$277,281,740$17,033 ▼0.0%1,627,90916.8%IndustrialsAAPLApple$64,769,047$392,503 ▼-0.6%291,5823.9%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$60,564,180$19,127 ▼0.0%601,6113.7%ETFMSFTMicrosoft$56,649,985$137,017 ▼-0.2%150,9103.4%Computer and TechnologyNVDANVIDIA$31,786,292$293,736 ▲0.9%293,2591.9%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$31,457,557$4,077,780 ▲14.9%318,0101.9%FinanceAMZNAmazon.com$30,618,492$882,424 ▲3.0%160,9301.9%Retail/WholesaleAVGOBroadcom$28,605,123$1,862,494 ▼-6.1%170,8481.7%Computer and TechnologyIVWiShares S&P 500 Growth ETF$27,057,621$7,683,538 ▲39.7%291,4751.6%ETFJPMJPMorgan Chase & Co.$27,056,806$315,946 ▲1.2%110,3011.6%FinanceSCHBSchwab US Broad Market ETF$23,339,780$5,964 ▼0.0%1,084,0591.4%ETFGOOGLAlphabet$23,285,272$287,631 ▲1.3%150,5771.4%Computer and TechnologyVOOVanguard S&P 500 ETF$22,899,087$2,142,469 ▼-8.6%44,5591.4%ETFIVEiShares S&P 500 Value ETF$22,227,168$5,587,428 ▼-20.1%116,6291.3%ETFXLFFinancial Select Sector SPDR Fund$21,296,089$1,247,493 ▲6.2%427,5461.3%ETFGSThe Goldman Sachs Group$20,860,989$2,657,131 ▲14.6%38,1871.3%FinanceWMTWalmart$19,422,528$188,719 ▲1.0%220,6551.2%Retail/WholesaleABBVAbbVie$18,988,399$783,187 ▼-4.0%90,6281.1%MedicalXOMExxon Mobil$17,905,767$353,817 ▼-1.9%150,5571.1%EnergyIAUiShares Gold Trust$17,846,190$258,716 ▲1.5%302,6831.1%FinanceCOSTCostco Wholesale$17,836,143$296,970 ▼-1.6%18,8591.1%Retail/WholesaleLAM RESEARCH CORP$17,315,668$66,441 ▼-0.4%237,4231.0%COM NEWMCKMcKesson$16,114,644$61,308 ▲0.4%23,9191.0%MedicalACNAccenture$16,028,714$13,106 ▼-0.1%51,3671.0%Computer and TechnologyWELLWelltower$16,012,239$285,276 ▲1.8%104,5121.0%FinanceIVViShares Core S&P 500 ETF$15,682,464$7,708,063 ▲96.7%27,9100.9%ETFCVXChevron$15,371,401$92,344 ▼-0.6%91,8850.9%EnergyMETAMeta Platforms$15,301,455$278,386 ▲1.9%26,5480.9%Computer and TechnologyJMBSJanus Henderson Mortgage-Backed Securities ETF$15,108,326$1,358,260 ▲9.9%334,2550.9%ETFAERAerCap$15,043,062$2,012,448 ▲15.4%146,8540.9%TransportationFPEFirst Trust Preferred Securities and Income ETF$14,958,283$238,309 ▲1.6%850,3860.9%ETFCEGConstellation Energy$14,923,769$240,342 ▲1.6%74,0160.9%EnergyCRMSalesforce$14,911,428$433,938 ▲3.0%55,5650.9%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$14,277,325$3,562,621 ▲33.2%69,1460.9%ETFTMUST-Mobile US$13,906,233$628,368 ▼-4.3%52,1400.8%Computer and TechnologyMAMastercard$13,689,319$5,087,110 ▲59.1%24,9750.8%Business ServicesNFLXNetflix$13,612,070$5,154,999 ▲61.0%14,5970.8%Consumer DiscretionaryCMICummins$13,190,873$1,191,078 ▲9.9%42,0840.8%Auto/Tires/TrucksCOCA-COLA EUROPACIFIC PARTNE$12,792,519$722,261 ▲6.0%146,9900.8%SHSOKEONEOK$12,694,594$220,665 ▲1.8%127,9440.8%EnergyCBChubb$12,371,060$89,351 ▲0.7%40,8440.7%FinanceTJXTJX Companies$12,352,521$54,932 ▼-0.4%101,4160.7%Retail/WholesaleLLYEli Lilly and Company$12,315,643$5,891,886 ▲91.7%14,9120.7%MedicalVRTXVertex Pharmaceuticals$11,988,819$83,390 ▼-0.7%24,7280.7%MedicalFLTRVanEck Floating Rate ETF$11,939,746$11,939,746 ▲New Holding467,3090.7%ETFBKLNInvesco Senior Loan ETF$11,754,181$6,885,356 ▼-36.9%567,8350.7%ETFCRH PLC$11,504,784$397,265 ▲3.6%130,2330.7%ORDHONHoneywell International$11,311,032$2,338,563 ▼-17.1%53,4170.7%Multi-Sector ConglomeratesBKBank of New York Mellon$10,995,443$425,389 ▲4.0%131,1010.7%FinancePWRQuanta Services$10,925,484$184,790 ▲1.7%42,9830.7%ConstructionHDHome Depot$10,875,754$197,908 ▼-1.8%29,6750.7%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$10,439,276$21,420,575 ▼-67.2%18,6050.6%FinanceGEGE Aerospace$10,350,482$124,118 ▲1.2%51,6200.6%IndustrialsGLDSPDR Gold Shares$10,253,751$36,594 ▲0.4%35,5860.6%FinanceBRBroadridge Financial Solutions$10,240,910$154,760 ▲1.5%42,0860.6%Business ServicesLONZPIMCO Senior Loan Active Exchange-Traded Fund$9,747,287$541,488 ▼-5.3%193,4560.6%ETFORCLOracle$9,284,549$9,061,132 ▲4,055.7%66,4080.6%Computer and TechnologyLINDE PLC$9,136,708$189,514 ▼-2.0%19,6220.6%SHSHCAHCA Healthcare$8,951,011$216,311 ▲2.5%25,9040.5%MedicalADBEAdobe$7,905,521$1,891,526 ▼-19.3%20,6130.5%Computer and TechnologyJSCPJPMorgan Short Duration Core Plus ETF$7,759,814$2,191,819 ▲39.4%164,3680.5%ETFPGRProgressive$7,725,634$875,636 ▲12.8%27,2980.5%FinanceBKNGBooking$7,301,474$7,301,474 ▲New Holding1,5850.4%Retail/WholesalePULSPGIM Ultra Short Bond ETF$6,395,436$6,030,417 ▲1,652.1%128,6030.4%ETFGOOGAlphabet$6,100,999$207,007 ▼-3.3%39,0510.4%Computer and TechnologyCATCaterpillar$6,080,733$100,587 ▼-1.6%18,4380.4%IndustrialsKLACKLA$6,031,768$10,197 ▼-0.2%8,8730.4%Computer and TechnologyNCLHNorwegian Cruise Line$6,028,209$6,028,209 ▲New Holding317,9430.4%Consumer DiscretionaryHYLBXtrackers USD High Yield Corporate Bond ETF$6,018,659$951,542 ▼-13.7%166,4910.4%ETFTMOThermo Fisher Scientific$5,706,465$91,140 ▲1.6%11,4580.3%MedicalSPYGSPDR Portfolio S&P 500 Growth ETF$5,633,053$186,860 ▼-3.2%70,0890.3%ETFVGKVanguard FTSE Europe ETF$5,586,061$5,586,061 ▲New Holding79,5620.3%ETFJMSTJPMorgan Ultra-Short Municipal ETF$5,497,088$10,361,399 ▼-65.3%108,1040.3%ETFVVisa$5,455,433$270,213 ▲5.2%15,5660.3%Business ServicesWMWaste Management$4,747,972$24,077 ▼-0.5%20,5090.3%Business ServicesIGMiShares Expanded Tech Sector ETF$4,646,388$4,290,689 ▼-48.0%51,2450.3%ETFVGSHVanguard Short-Term Treasury Index ETF$4,633,048$1,189,529 ▼-20.4%78,9410.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$4,371,885$130,381 ▲3.1%85,6060.3%ETFQDFFlexShares Quality Dividend Index Fund$4,180,570$469,772 ▼-10.1%61,1550.3%ETFBXBlackstone$4,157,175$249,646 ▼-5.7%29,7410.3%FinanceVFLOVictoryShares Free Cash Flow ETF$4,062,868$484,445 ▼-10.7%118,5200.2%ETFRUNNRunning Oak Efficient Growth ETF$3,856,063$366,038 ▼-8.7%118,9040.2%ETFCLOZPanagram BBB-B CLO ETF$3,675,006$848,434 ▼-18.8%138,3140.2%ETFSCHDSchwab US Dividend Equity ETF$3,674,962$1,717,560 ▼-31.9%131,4360.2%ETFSHYiShares 1-3 Year Treasury Bond ETF$3,544,602$36,815 ▼-1.0%42,8450.2%ManufacturingISRGIntuitive Surgical$3,417,363$646,327 ▼-15.9%6,9000.2%MedicalSCHGSchwab U.S. Large-Cap Growth ETF$3,391,007$648,860 ▼-16.1%135,4240.2%ETFTSMTaiwan Semiconductor Manufacturing$3,374,739$30,334 ▲0.9%20,2480.2%Computer and TechnologyLOWLowe's Companies$3,222,467$174,452 ▼-5.1%13,8170.2%Retail/WholesaleBRK.ABerkshire Hathaway$3,193,767$3,193,767 ▲New Holding40.2%FinanceNVSNovartis$3,179,635$38,055 ▼-1.2%27,5730.2%MedicalMLPXGlobal X MLP & Energy Infrastructure ETF$3,094,282$358,294 ▼-10.4%48,4920.2%ETFCGDVCapital Group Dividend Value ETF$3,069,133$367,582 ▼-10.7%85,8580.2%ETFXLCCommunication Services Select Sector SPDR Fund$3,030,421$182,867 ▲6.4%31,4200.2%ETFIYFiShares U.S. Financials ETF$2,987,817$2,987,817 ▲New Holding26,4760.2%ETFWMBWilliams Companies$2,976,651$198,523 ▼-6.3%49,8100.2%EnergySLViShares Silver Trust$2,960,940$61,980 ▲2.1%95,5450.2%ETFMOATVanEck Morningstar Wide Moat ETF$2,931,843$236,195 ▼-7.5%33,3160.2%ETFKRKroger$2,732,346$845,169 ▲44.8%40,3660.2%Retail/WholesaleVGITVanguard Intermediate-Term Treasury Index ETF$2,684,556$780,092 ▼-22.5%45,1950.2%ETFShowing 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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