Transform Wealth, LLC 13F Holdings
CIK 0001682266 · GREENWOOD VILLAGE, CO
As of Mar 31, 2025, Transform Wealth, LLC reported 242 positions worth
CIK 0001682266 · GREENWOOD VILLAGE, CO
As of Mar 31, 2025, Transform Wealth, LLC reported 242 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| POWELL INDUSTRIES INC | POWL | Industrials | 1,627,909 | $277.3M | 16.90% |
| APPLE INC | AAPL | Technology | 291,582 | $64.8M | 3.95% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 601,611 | $60.6M | 3.69% |
| MICROSOFT CORP | MSFT | Technology | 150,910 | $56.6M | 3.45% |
| NVIDIA CORP | NVDA | Technology | 293,259 | $31.8M | 1.94% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 318,010 | $31.5M | 1.92% |
| AMAZON.COM INC | AMZN | Equity | 160,930 | $30.6M | 1.87% |
| BROADCOM INC | AVGO | Technology | 170,848 | $28.6M | 1.74% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 291,475 | $27.1M | 1.65% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 110,301 | $27.1M | 1.65% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 1,084,059 | $23.3M | 1.42% |
| ALPHABET INC | GOOGL | Equity | 150,577 | $23.3M | 1.42% |
| VANGUARD 500 INDEX FUND | VOO | — | 44,559 | $22.9M | 1.40% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 116,629 | $22.2M | 1.35% |
| THE FINANCIAL SELECT SECTOR SPDR FUND | XLF | Equity | 427,546 | $21.3M | 1.30% |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 38,187 | $20.9M | 1.27% |
| WALMART INC | WMT | Consumer Defensive | 220,655 | 9.4M | 1.18% |
| ABBVIE INC | ABBV | Equity | 90,628 | 9.0M | 1.16% |
| EXXON MOBIL CORP | XOM | Energy | 150,557 | 7.9M | 1.09% |
| ISHARES GOLD TRUST | IAU | — | 302,683 | 7.8M | 1.09% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 18,859 | 7.8M | 1.09% |
| LAM RESEARCH CORP | LRCX | Technology | 237,423 | 7.3M | 1.06% |
| MCKESSON CORP | MCK | Healthcare | 23,919 | 6.1M | 0.98% |
| ACCENTURE PLC | ACN | Technology | 51,367 | 6.0M | 0.98% |
| WELLTOWER INC | WELL | Real Estate | 104,512 | 6.0M | 0.98% |