EdgeMarket › What Transform Wealth, Llc reported owning
What Transform Wealth, Llc reported owning
As filed on Form 13F for the quarter ending 2025-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.7BPositions
242Quarter
2025-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| POWL POWELL INDUSTRIES INC | 277.3M | 16.8% | 1.6M | 197.67 | +140.6% |
| AAPL Apple Inc. | 64.8M | 3.9% | 291.6K | 309.35 | +36.9% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 60.6M | 3.7% | 601.6K | 100.63 | +0.0% |
| MSFT MICROSOFT CORP | 56.6M | 3.4% | 150.9K | 483.24 | -4.4% |
| NVDA NVIDIA CORP | 31.8M | 1.9% | 293.3K | 214.72 | +22.4% |
| AGG iShares Core U.S. Aggregate Bond ETF | 31.5M | 1.9% | 318.0K | 97.35 | -1.7% |
| AMZN AMAZON COM INC | 30.6M | 1.9% | 160.9K | 258.63 | +15.6% |
| AVGO Broadcom Inc. | 28.6M | 1.7% | 170.8K | 368.45 | +26.5% |
| IVW iShares S&P 500 Growth ETF | 27.1M | 1.6% | 291.5K | 138.83 | +22.2% |
| JPM JPMORGAN CHASE & CO | 27.1M | 1.6% | 110.3K | 351.58 | +20.3% |
| SCHB Schwab U.S. Broad Market ETF | 23.3M | 1.4% | 1.1M | 29.61 | +20.4% |
| GOOGL Alphabet Inc. | 23.3M | 1.4% | 150.6K | 344.82 | +73.0% |
| VOO Vanguard S&P 500 ETF | 22.9M | 1.4% | 44.6K | 703.71 | +20.0% |
| IVE iShares S&P 500 Value ETF | 22.2M | 1.3% | 116.6K | 237.24 | +17.6% |
| XLF State Street Financial Select Sector SPDR ETF | 21.3M | 1.3% | 427.5K | 57.48 | +8.7% |
| GS GOLDMAN SACHS GROUP INC | 20.9M | 1.3% | 38.2K | 1,039.28 | +44.2% |
| WMT Walmart Inc. | 19.4M | 1.2% | 220.7K | 103.70 | +1.1% |
| ABBV AbbVie Inc. | 19.0M | 1.1% | 90.6K | 264.96 | +26.7% |
| XOM ExxonMobil Holdings Corp | 17.9M | 1.1% | 150.6K | 165.11 | +52.1% |
| IAU ISHARES GOLD TRUST | 17.8M | 1.1% | 302.7K | 86.79 | +37.5% |
| COST COSTCO WHOLESALE CORP /NEW | 17.8M | 1.1% | 18.9K | 947.74 | -4.7% |
| LRCX LAM RESEARCH CORP | 17.3M | 1.0% | 237.4K | 314.00 | +216.7% |
| MCK MCKESSON CORP | 16.1M | 1.0% | 23.9K | 858.90 | +22.2% |
| ACN Accenture plc | 16.0M | 1.0% | 51.4K | 185.28 | -27.4% |
| WELL WELLTOWER INC. | 16.0M | 1.0% | 104.5K | 239.22 | +44.1% |
| IVV iShares Core S&P 500 ETF | 15.7M | 0.9% | 27.9K | 769.31 | +20.0% |
| CVX CHEVRON CORP | 15.4M | 0.9% | 91.9K | 205.27 | +34.0% |
| META Meta Platforms, Inc. | 15.3M | 0.9% | 26.5K | 549.90 | -26.5% |
| JMBS Janus Henderson Mortgage-Backed Securities ETF | 15.1M | 0.9% | 334.3K | 44.37 | -1.2% |
| AER AerCap Holdings N.V. | 15.0M | 0.9% | 146.9K | 146.29 | +26.4% |
| FPE First Trust Preferred Securities and Income ET | 15.0M | 0.9% | 850.4K | 17.66 | -2.6% |
| CEG Constellation Energy Corp | 14.9M | 0.9% | 74.0K | 272.88 | -13.2% |
| CRM Salesforce, Inc. | 14.9M | 0.9% | 55.6K | 209.17 | -15.1% |
| XLK State Street Technology Select Sector SPDR ETF | 14.3M | 0.9% | 69.1K | 183.31 | +41.1% |
| TMUS T-Mobile US, Inc. | 13.9M | 0.8% | 52.1K | 183.04 | -29.3% |
| MA Mastercard Inc | 13.7M | 0.8% | 25.0K | 580.63 | -2.0% |
| NFLX NETFLIX INC | 13.6M | 0.8% | 14.6K | 79.59 | -34.4% |
| CMI CUMMINS INC | 13.2M | 0.8% | 42.1K | 587.68 | +48.3% |
| CCEP COCA-COLA EUROPACIFIC PARTNERS plc | 12.8M | 0.8% | 147.0K | 108.00 | +16.8% |
| OKE ONEOK INC /NEW/ | 12.7M | 0.8% | 127.9K | 93.33 | +26.7% |
| CB Chubb Ltd | 12.4M | 0.7% | 40.8K | 340.99 | +21.9% |
| TJX TJX COMPANIES INC /DE/ | 12.4M | 0.7% | 101.4K | 140.53 | +1.6% |
| LLY ELI LILLY & Co | 12.3M | 0.7% | 14.9K | 1,255.40 | +78.0% |
| VRTX VERTEX PHARMACEUTICALS INC / MA | 12.0M | 0.7% | 24.7K | 548.05 | +39.0% |
| FLTR VanEck IG Floating Rate ETF | 11.9M | 0.7% | 467.3K | 25.60 | +0.2% |
| BKLN Invesco Senior Loan ETF | 11.8M | 0.7% | 567.8K | 20.60 | -1.2% |
| CRH CRH PUBLIC LTD CO | 11.5M | 0.7% | 130.2K | 95.07 | -14.2% |
| HON HONEYWELL INTERNATIONAL INC | 11.3M | 0.7% | 53.4K | 215.90 | -50.3% |
| BNY Bank of New York Mellon Corp | 11.0M | 0.7% | 131.1K | 158.49 | +56.5% |
| PWR QUANTA SERVICES, INC. | 10.9M | 0.7% | 43.0K | 639.34 | +70.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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