Transform-Wealth

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-15
Total Holdings
242
Total Value
1651234199
Accession Number
0001085146-25-002109
Form Type
13F-HR
Manager Name
Transform-Wealth
Data Enrichment
75% identified
181 identified61 unidentified

Holdings

242 positions
Manager:
Search and click to pin securities to the top
Page 12 of 13
AMERICAN EXPRESS CO
Shares:946
Value:$254.5K
CARRIER GLOBAL Corp
Shares:4.0K
Value:$253.7K
AFLAC INC
Shares:2.3K
Value:$251.6K
ECOLAB INC.
Shares:980
Value:$249.1K
464287598
Shares:1.3K
Value:$248.0K
NORFOLK SOUTHERN CORP
Shares:1.0K
Value:$243.5K
46641Q647
Shares:4.8K
Value:$240.3K
808524854
Shares:9.5K
Value:$237.4K
921908844
Shares:1.2K
Value:$234.3K
Palo Alto Networks Inc
Shares:1.4K
Value:$231.9K
DYCOM INDUSTRIES INC
Shares:1.5K
Value:$228.5K
46138E263
Shares:4.0K
Value:$223.5K
060505682
Shares:180
Value:$222.2K
LOCKHEED MARTIN CORP
Shares:491
Value:$219.6K
TARGET CORP
Shares:2.1K
Value:$217.9K
500767306
Shares:6.2K
Value:$216.7K
Shares:7.4K
Value:$206.4K
DoubleLine Opportunistic Credit Fund
Shares:10.8K
Value:$168.8K
MFS GOVERNMENT MARKETS INCOME TRUST
Shares:53.0K
Value:$168.1K
032108649
Shares:11.6K
Value:$140.7K