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Carnick & Kubik

Latest statistics and disclosures from Transform Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are POWL, AAPL, SGOV, MSFT, NVDA, and represent 29.74% of Transform Wealth's stock portfolio.
Added to shares of these 10 stocks: FLTR (+$12M), ORCL (+$9.1M), IVV (+$7.7M), IVW (+$7.7M), BKNG (+$7.3M), PULS (+$6.0M), NCLH (+$6.0M), LLY (+$5.9M), VGK (+$5.6M), NFLX (+$5.2M).
Started 13 new stock positions in NCLH, IYF, BKNG, MUB, AXP, BRK.A, VGK, KWEB, IYJ, FLTR. AFL, GILD, FTHI.
Reduced shares in these 10 stocks: SPY (-$21M), JMST (-$10M), OC (-$8.1M), , BKLN (-$6.9M), , NVO (-$6.4M), IVE (-$5.6M), JBBB, LEN.
Sold out of its positions in ALL, AIG, AMT, EGF, BXSL, BLK, CADL, CRWD, GRID, GRWG.
Transform Wealth was a net seller of stock by $-26M.
Transform Wealth has $1.7B in assets under management (AUM), dropping by -8.37%.
Central Index Key (CIK): 0001682266

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Portfolio Holdings for Transform Wealth

Transform Wealth holds 242 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Powell Industries (POWL)	16.8	$277M		1.6M	170.33	View chart
Apple (AAPL)	3.9	$65M		292k	222.13	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	3.7	$61M		602k	100.67	View chart
Microsoft Corporation (MSFT)	3.4	$57M		151k	375.39	View chart
NVIDIA Corporation (NVDA)	1.9	$32M		293k	108.39	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.9	$32M	+14%	318k	98.92	View chart
Amazon (AMZN)	1.9	$31M	+2%	161k	190.26	View chart
Broadcom (AVGO)	1.7	$29M	-6%	171k	167.43	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.6	$27M	+39%	292k	92.83	View chart
JPMorgan Chase & Co. (JPM)	1.6	$27M		110k	245.30	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.4	$23M		1.1M	21.53	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$23M		151k	154.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$23M	-8%	45k	513.90	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.3	$22M	-20%	117k	190.58	View chart
Select Sector Spdr Tr Financial (XLF)	1.3	$21M	+6%	428k	49.81	View chart
Goldman Sachs (GS)	1.3	$21M	+14%	38k	546.29	View chart
Wal-Mart Stores (WMT)	1.2	$19M		221k	88.02	View chart
Abbvie (ABBV)	1.1	$19M	-3%	91k	209.52	View chart
Exxon Mobil Corporation (XOM)	1.1	$18M		151k	118.93	View chart
Ishares Gold Tr Ishares New (IAU)	1.1	$18M		303k	58.96	View chart
Costco Wholesale Corporation (COST)	1.1	$18M		19k	945.76	View chart
Lam Research Corp Com New (LRCX)	1.0	$17M		237k	72.93	View chart
McKesson Corporation (MCK)	1.0	$16M		24k	673.72	View chart
Accenture Plc Ireland Shs Class A (ACN)	1.0	$16M		51k	312.04	View chart
Welltower Inc Com reit (WELL)	1.0	$16M		105k	153.21	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$16M	+96%	28k	561.89	View chart
Chevron Corporation (CVX)	0.9	$15M		92k	167.29	View chart
Meta Platforms Cl A (META)	0.9	$15M		27k	576.37	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.9	$15M	+9%	334k	45.20	View chart
Aercap Holdings Nv SHS (AER)	0.9	$15M	+15%	147k	102.44	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.9	$15M		850k	17.59	View chart
Constellation Energy (CEG)	0.9	$15M		74k	201.63	View chart
salesforce (CRM)	0.9	$15M	+2%	56k	268.36	View chart
Select Sector Spdr Tr Technology (XLK)	0.9	$14M	+33%	69k	206.48	View chart
Metropcs Communications (TMUS)	0.8	$14M	-4%	52k	266.71	View chart
Mastercard Incorporated Cl A (MA)	0.8	$14M	+59%	25k	548.12	View chart
Netflix (NFLX)	0.8	$14M	+60%	15k	932.53	View chart
Cummins (CMI)	0.8	$13M	+9%	42k	313.44	View chart
Coca-cola Europacific Partne SHS (CCEP)	0.8	$13M	+5%	147k	87.03	View chart
Oneok (OKE)	0.8	$13M		128k	99.22	View chart
Chubb (CB)	0.7	$12M		41k	302.89	View chart
TJX Companies (TJX)	0.7	$12M		101k	121.80	View chart
Eli Lilly & Co. (LLY)	0.7	$12M	+91%	15k	825.89	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.7	$12M		25k	484.83	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.7	$12M	NEW	467k	25.55	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.7	$12M	-36%	568k	20.70	View chart
CRH Ord (CRH)	0.7	$12M	+3%	130k	88.34	View chart
Honeywell International (HON)	0.7	$11M	-17%	53k	211.75	View chart
Bank of New York Mellon Corporation (BK)	0.7	$11M	+4%	131k	83.87	View chart
Quanta Services (PWR)	0.7	$11M		43k	254.18	View chart
Home Depot (HD)	0.7	$11M		30k	366.50	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$10M	-67%	19k	561.10	View chart
Ge Aerospace Com New (GE)	0.6	$10M		52k	200.51	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$10M		36k	288.14	View chart
Broadridge Financial Solutions (BR)	0.6	$10M		42k	243.33	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.6	$9.7M	-5%	194k	50.38	View chart
Oracle Corporation (ORCL)	0.6	$9.3M	+4055%	66k	139.81	View chart
Linde SHS (LIN)	0.6	$9.1M	-2%	20k	465.64	View chart
Hca Holdings (HCA)	0.5	$9.0M	+2%	26k	345.55	View chart
Adobe Systems Incorporated (ADBE)	0.5	$7.9M	-19%	21k	383.52	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.5	$7.8M	+39%	164k	47.21	View chart
Progressive Corporation (PGR)	0.5	$7.7M	+12%	27k	283.01	View chart
Booking Holdings (BKNG)	0.4	$7.3M	NEW	1.6k	4606.61	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.4	$6.4M	+1652%	129k	49.73	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$6.1M	-3%	39k	156.23	View chart
Caterpillar (CAT)	0.4	$6.1M		18k	329.79	View chart
Kla Corp Com New (KLAC)	0.4	$6.0M		8.9k	679.79	View chart
Norwegian Cruise Line Hldg L SHS (NCLH)	0.4	$6.0M	NEW	318k	18.96	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.4	$6.0M	-13%	167k	36.15	View chart
Thermo Fisher Scientific (TMO)	0.3	$5.7M		12k	498.03	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.3	$5.6M	-3%	70k	80.37	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.3	$5.6M	NEW	80k	70.21	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$5.5M	-65%	108k	50.85	View chart
Visa Com Cl A (V)	0.3	$5.5M	+5%	16k	350.47	View chart
Waste Management (WM)	0.3	$4.7M		21k	231.51	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.3	$4.6M	-48%	51k	90.67	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$4.6M	-20%	79k	58.69	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.3	$4.4M	+3%	86k	51.07	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.3	$4.2M	-10%	61k	68.36	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$4.2M	-5%	30k	139.78	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.2	$4.1M	-10%	119k	34.28	View chart
Strategic Trust Running Gwth Etf (RUNN)	0.2	$3.9M	-8%	119k	32.43	View chart
Series Portfolios Tr Eldridge Bbb B (CLOZ)	0.2	$3.7M	-18%	138k	26.57	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$3.7M	-31%	131k	27.96	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$3.5M		43k	82.73	View chart
Intuitive Surgical Com New (ISRG)	0.2	$3.4M	-15%	6.9k	495.27	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$3.4M	-16%	135k	25.04	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$3.4M		20k	166.67	View chart
Lowe's Companies (LOW)	0.2	$3.2M	-5%	14k	233.22	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$3.2M	NEW	4.00	798441.75	View chart
Novartis Sponsored Adr (NVS)	0.2	$3.2M		28k	115.32	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.2	$3.1M	-10%	49k	63.81	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$3.1M	-10%	86k	35.75	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$3.0M	+6%	31k	96.45	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.2	$3.0M	NEW	27k	112.85	View chart
Williams Companies (WMB)	0.2	$3.0M	-6%	50k	59.76	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$3.0M	+2%	96k	30.99	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$2.9M	-7%	33k	88.00	View chart
Kroger (KR)	0.2	$2.7M	+44%	40k	67.69	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$2.7M	-22%	45k	59.40	View chart
Wells Fargo & Company (WFC)	0.2	$2.7M	-7%	37k	71.79	View chart
Vanguard World Energy Etf (VDE)	0.2	$2.6M	-9%	20k	129.71	View chart
Cisco Systems (CSCO)	0.2	$2.6M	+363%	41k	61.71	View chart
Dell Technologies CL C (DELL)	0.2	$2.5M	-4%	27k	91.15	View chart
Gilead Sciences (GILD)	0.2	$2.5M	NEW	22k	112.05	View chart
Cardinal Health (CAH)	0.1	$2.4M	+74%	18k	137.77	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$2.4M	-26%	14k	173.23	View chart
Williams-Sonoma (WSM)	0.1	$2.4M	+5%	15k	158.10	View chart
Vaneck Etf Trust Agribusiness Etf (MOO)	0.1	$2.3M	-23%	33k	67.89	View chart
Dick's Sporting Goods (DKS)	0.1	$2.2M		11k	202.77	View chart
Emerson Electric (EMR)	0.1	$2.2M	-63%	20k	109.64	View chart
Hewlett Packard Enterprise (HPE)	0.1	$2.1M		137k	15.56	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$2.1M	-12%	68k	31.02	View chart
Ishares Asia/pac Div Etf (DVYA)	0.1	$2.1M	-11%	58k	35.70	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$2.0M	-5%	87k	23.16	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$2.0M	-8%	86k	23.43	View chart
Ishares Em Mkts Div Etf (DVYE)	0.1	$2.0M	-12%	72k	27.29	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$1.9M	-3%	98k	19.78	View chart
S&p Global (SPGI)	0.1	$1.9M		3.7k	508.10	View chart
Capital One Financial (COF)	0.1	$1.9M	-3%	10k	179.30	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.8M	-29%	68k	26.20	View chart
Ishares Tr Us Industrials (IYJ)	0.1	$1.8M	NEW	14k	130.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.7M	+11%	3.5k	469.71	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$1.6M		2.4k	662.63	View chart
Tesla Motors (TSLA)	0.1	$1.6M	-2%	6.1k	259.16	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.1	$1.5M	-18%	12k	126.31	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.1	$1.5M	-57%	58k	25.16	View chart
Enterprise Products Partners (EPD)	0.1	$1.4M	-13%	40k	34.14	View chart
Abbott Laboratories (ABT)	0.1	$1.3M	-8%	10k	132.65	View chart
UnitedHealth (UNH)	0.1	$1.3M	-74%	2.5k	523.75	View chart
Union Pacific Corporation (UNP)	0.1	$1.3M		5.3k	236.24	View chart
Smurfit Westrock SHS (SW)	0.1	$1.2M	-3%	27k	45.06	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.1	$1.2M		51k	23.86	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.2M	-17%	8.9k	128.96	View chart
ConocoPhillips (COP)	0.1	$1.1M		11k	105.02	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$1.1M	-10%	37k	29.82	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.1M	-4%	2.0k	542.38	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.0M	NEW	9.6k	105.44	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$994k	-2%	3.6k	274.85	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$968k	-3%	7.2k	134.29	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$947k	+22%	18k	52.52	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.1	$910k	NEW	42k	21.86	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$887k	-8%	27k	32.51	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$799k	-2%	36k	22.08	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$791k	+21%	13k	62.10	View chart
Blackrock Tax Municpal Bd Tr SHS (BBN)	0.0	$789k	+35%	47k	16.68	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$787k	-4%	5.6k	140.43	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$768k	-25%	5.7k	135.68	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$752k	-30%	5.2k	146.01	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$751k	-45%	33k	22.46	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$721k	-5%	5.9k	122.02	View chart
EOG Resources (EOG)	0.0	$701k	-8%	5.5k	128.24	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$674k	+2%	1.8k	370.88	View chart
Duke Energy Corp Com New (DUK)	0.0	$662k	-5%	5.4k	121.97	View chart
Fortinet (FTNT)	0.0	$643k	-4%	6.7k	96.26	View chart
Procter & Gamble Company (PG)	0.0	$629k	-12%	3.7k	170.41	View chart
Johnson & Johnson (JNJ)	0.0	$610k	-13%	3.7k	165.86	View chart
Automatic Data Processing (ADP)	0.0	$608k		2.0k	307.03	View chart
Angel Oak Finl Strategies In Com Ben Int (FINS)	0.0	$584k		43k	13.48	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$566k		11k	50.33	View chart
Tri-Continental Corporation (TY)	0.0	$566k		18k	30.67	View chart
Putnam Premier Income Tr Sh Ben Int (PPT)	0.0	$563k		156k	3.61	View chart
Old Dominion Freight Line (ODFL)	0.0	$562k	-2%	3.4k	165.45	View chart
Putnam Master Inter Income T Sh Ben Int (PIM)	0.0	$562k		169k	3.32	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$548k	-64%	9.6k	57.14	View chart
Nuveen Build Amer Bd (NBB)	0.0	$543k		34k	16.12	View chart
Dws Municipal Income Cf non-tax cef (KTF)	0.0	$541k		58k	9.38	View chart
Texas Instruments Incorporated (TXN)	0.0	$541k		3.0k	179.70	View chart
Mfs Inter Income Tr Sh Ben Int (MIN)	0.0	$541k		201k	2.69	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$530k		3.1k	172.72	View chart
Diamondback Energy (FANG)	0.0	$525k	-13%	3.3k	159.90	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$511k	-25%	3.4k	151.00	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$509k	-2%	2.0k	255.59	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$505k	-11%	10k	50.63	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$503k	+12%	9.9k	50.71	View chart
O'reilly Automotive (ORLY)	0.0	$496k	-15%	346.00	1432.58	View chart
Shell Spon Ads (SHEL)	0.0	$495k		6.8k	73.28	View chart
Amphenol Corp Cl A (APH)	0.0	$486k	-5%	7.4k	65.77	View chart
Merck & Co (MRK)	0.0	$483k	-85%	5.3k	90.66	View chart
Raytheon Technologies Corp (RTX)	0.0	$453k	-7%	3.4k	132.46	View chart
Deere & Company (DE)	0.0	$443k	-21%	941.00	470.76	View chart
McDonald's Corporation (MCD)	0.0	$437k	-8%	1.4k	312.42	View chart
Intuit (INTU)	0.0	$433k	-20%	705.00	613.99	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$428k	-19%	5.8k	73.69	View chart
Adams Express Company (ADX)	0.0	$410k		22k	18.99	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$408k	-27%	2.0k	199.45	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$405k	+28%	8.7k	46.31	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$404k	-15%	1.1k	361.03	View chart
Qualcomm (QCOM)	0.0	$402k	-3%	2.6k	153.61	View chart
Philip Morris International (PM)	0.0	$400k		2.5k	160.09	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$399k		1.8k	221.74	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$389k	-2%	1.5k	258.58	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$375k	-16%	3.6k	104.58	View chart
Amgen (AMGN)	0.0	$371k	-12%	1.2k	311.59	View chart
Eaton Corp SHS (ETN)	0.0	$368k	-11%	1.4k	271.83	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$367k	-39%	2.8k	131.07	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$366k		4.9k	74.72	View chart
Chipotle Mexican Grill (CMG)	0.0	$354k	-23%	7.1k	50.21	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.0	$353k		9.2k	38.36	View chart
Anthem (ELV)	0.0	$348k	-86%	800.00	434.96	View chart
Nuveen Multi-mkt Inc Income (JMM)	0.0	$337k		54k	6.25	View chart
Interpublic Group of Companies (IPG)	0.0	$336k	-25%	12k	27.16	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.0	$331k	-5%	2.9k	114.87	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$317k		4.9k	64.52	View chart
Valero Energy Corporation (VLO)	0.0	$314k		2.4k	132.07	View chart
Prologis (PLD)	0.0	$301k	+2%	2.7k	111.79	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.0	$293k		3.0k	99.15	View chart
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)	0.0	$289k	+16%	5.5k	52.83	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$284k		3.4k	83.28	View chart
First Tr Mtg Income Com Shs (FMY)	0.0	$282k		23k	12.22	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.0	$281k	+21%	4.8k	58.10	View chart
Marathon Petroleum Corp (MPC)	0.0	$277k	-4%	1.9k	145.70	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$275k	-2%	2.3k	119.73	View chart
Antero Midstream Corp antero midstream (AM)	0.0	$272k	-80%	15k	18.00	View chart
Pepsi (PEP)	0.0	$269k		1.8k	149.94	View chart
TCW Strategic Income Fund (TSI)	0.0	$268k		54k	4.92	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$265k	-14%	4.5k	58.35	View chart
Novo-nordisk A S Adr (NVO)	0.0	$259k	-96%	3.7k	70.21	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$256k	-22%	2.7k	93.45	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.0	$255k		5.5k	46.07	View chart
American Express Company (AXP)	0.0	$255k	NEW	946.00	269.05	View chart
Carrier Global Corporation (CARR)	0.0	$254k		4.0k	63.40	View chart
AFLAC Incorporated (AFL)	0.0	$252k	NEW	2.3k	111.19	View chart
Ecolab (ECL)	0.0	$249k	-11%	980.00	254.22	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$248k		1.3k	188.16	View chart
Norfolk Southern (NSC)	0.0	$244k	-4%	1.0k	236.85	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$240k		4.8k	50.00	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$237k		9.5k	24.86	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$234k		1.2k	193.99	View chart
Palo Alto Networks (PANW)	0.0	$232k	-17%	1.4k	170.64	View chart
Dycom Industries (DY)	0.0	$229k	-45%	1.5k	152.34	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.0	$224k	-39%	4.0k	55.69	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.0	$222k		180.00	1234.57	View chart
Lockheed Martin Corporation (LMT)	0.0	$220k	-7%	491.00	447.16	View chart
Target Corporation (TGT)	0.0	$218k	-15%	2.1k	104.36	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.0	$217k	NEW	6.2k	34.91	View chart
Hp (HPQ)	0.0	$206k	-30%	7.4k	27.98	View chart
Doubleline Opportunistic Cr (DBL)	0.0	$169k		11k	15.63	View chart
Mfs Govt Mkts Income Tr Sh Ben Int (MGF)	0.0	$168k		53k	3.17	View chart
Amplify Etf Tr Amplify Junior S (SILJ)	0.0	$141k		12k	12.12	View chart
PIMCO Corporate Income Fund (PCN)	0.0	$139k		10k	13.76	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN)	0.0	$101k		23k	4.37	View chart

Past Filings by Transform Wealth

SEC 13F filings are viewable for Transform Wealth going back to 2016

Transform Wealth 2025 Q1 filed April 15, 2025
Transform Wealth 2024 Q4 filed Jan. 17, 2025
Transform Wealth 2024 Q3 filed Oct. 16, 2024
Transform Wealth 2024 Q2 filed July 15, 2024
Transform Wealth 2024 Q1 filed April 16, 2024
Transform Wealth 2023 Q4 restated filed Feb. 27, 2024
Transform Wealth 2023 Q4 filed Jan. 18, 2024
Transform Wealth 2023 Q3 filed Oct. 11, 2023
Transform Wealth 2023 Q2 filed July 14, 2023
Transform Wealth 2023 Q1 filed April 14, 2023
Transform Wealth 2022 Q4 filed Jan. 13, 2023
Transform Wealth 2022 Q3 filed Oct. 21, 2022
Transform Wealth 2022 Q2 filed July 15, 2022
Transform Wealth 2022 Q1 filed April 25, 2022
Transform Wealth 2021 Q4 filed Jan. 26, 2022
Transform Wealth 2021 Q3 restated filed Oct. 28, 2021

View all past filings

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