Transform-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "ACN",
  "ABT",
  "ABBV",
  null,
  "ADBE",
  "GOOGL",
  "VDE",
  "AXP",
  "ASML",
  "ADX",
  "AM",
  "CAT",
  "AVGO",
  "LOW",
  null,
  null,
  "COF",
  "CMI",
  "MIN",
  null,
  "DUK",
  "NBB",
  "POWL",
  null,
  null,
  null,
  "EOG",
  null,
  null,
  null,
  "PPT",
  "GILD",
  null,
  "HON",
  "HD",
  "HPQ",
  "MCD",
  "INTU",
  null,
  null,
  null,
  "UNP",
  "GGN",
  "QCOM",
  "ISRG",
  "EMR",
  "BKNG",
  "MUB",
  "META",
  null,
  "IVW",
  null,
  "IJH",
  "TSI",
  null,
  null,
  "BBN",
  "DBL",
  "KTF",
  null,
  null,
  "MGF",
  "PIM",
  "LRCX",
  "LIN",
  "PCN",
  null,
  null,
  "JMM",
  "MPC",
  "PWR",
  "FINS",
  "MA",
  "MSFT",
  "TMUS",
  "GE",
  "NVS",
  "ODFL",
  "ORLY",
  "AER",
  "BX",
  "IJR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "OKE",
  "VGIT",
  null,
  null,
  "IWF",
  null,
  "PANW",
  "PEP",
  "VGSH",
  "PGR",
  "IJK",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "HPE",
  null,
  "LMT",
  "PG",
  "MRK",
  null,
  "AMGN",
  null,
  null,
  "SPGI",
  null,
  null,
  "SCHX",
  null,
  null,
  "SHEL",
  "RTX",
  "GLD",
  null,
  null,
  "SPYG",
  null,
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "VO",
  null,
  null,
  "SIVR",
  null,
  null,
  "TY",
  "VIG",
  "FMY",
  "IWO",
  "IWN",
  null,
  "TSM",
  null,
  null,
  "VYM",
  "VRTX",
  null,
  "AFL",
  "APH",
  "SDY",
  "WM",
  "FTNT",
  "NCLH",
  "CAH",
  "SGOL",
  "IPG",
  "NVO",
  "AMZN",
  "SCHB",
  null,
  "IVE",
  "HCA",
  "DKS",
  null,
  null,
  null,
  null,
  "VGT",
  "VUG",
  "VLO",
  "VGK",
  null,
  "VYMI",
  "VXUS",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WELL",
  "WSM",
  "WMB",
  null,
  null,
  null,
  "DY",
  "SCHD",
  null,
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  null,
  "NSC",
  "SW",
  "CRM",
  "MCK",
  null,
  "SPYV",
  "ADP",
  "BK",
  "BRK-A",
  "BR",
  "CARR",
  "CVX",
  "CB",
  "CMG",
  "CSCO",
  "CCEP",
  "COP",
  "CEG",
  "COST",
  "CRH",
  "DELL",
  "DE",
  "FANG",
  "RSP",
  "IJJ",
  "QQQ",
  "IWM",
  "EPD",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: transform-wealth
Manager Name: Transform-Wealth

Data Enrichment

75% identified

181 identified61 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

242 positions • $1,651,234.199K total value

242 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

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COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:18.9K

Value:$17.8M

LAM RESEARCH CORP

LRCX|512807306

Shares:237.4K

Value:$17.3M

MCKESSON CORP

MCK|58155Q103

Shares:23.9K

Value:$16.1M

Accenture plc

ACN|G1151C101

Shares:51.4K

Value:$16.0M

WELLTOWER INC.

WELL|95040Q104

Shares:104.5K

Value:$16.0M

464287200

IVV|464287200

Shares:27.9K

Value:$15.7M

CHEVRON CORP

CVX|166764100

Shares:91.9K

Value:$15.4M

Meta Platforms, Inc.

META|30303M102

Shares:26.5K

Value:$15.3M

47103U852

Shares:334.3K

Value:$15.1M

AerCap Holdings N.V.

AER|N00985106

Shares:146.9K

Value:$15.0M

33739E108

Shares:850.4K

Value:$15.0M

Constellation Energy Corp

CEG|21037T109

Shares:74.0K

Value:$14.9M

Salesforce, Inc.

CRM|79466L302

Shares:55.6K

Value:$14.9M

81369Y803

XLK|81369Y803

Shares:69.1K

Value:$14.3M

T-Mobile US, Inc.

TMUS|872590104

Shares:52.1K

Value:$13.9M

Mastercard Inc

MA|57636Q104

Shares:25.0K

Value:$13.7M

NETFLIX INC

NFLX|64110L106

Shares:14.6K

Value:$13.6M

CUMMINS INC

CMI|231021106

Shares:42.1K

Value:$13.2M

COCA-COLA EUROPACIFIC PARTNERS plc

CCEP|G25839104

Shares:147.0K

Value:$12.8M

ONEOK INC /NEW/

OKE|682680103

Shares:127.9K

Value:$12.7M

Instrument	Shares		Other Manager	Value
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	18.9K	QoQ -1.63% (-314) YoY +15.33% (+2.5K)	All Managers (Combined)	$17.8M	QoQ +1.53% (-$268.8K) YoY +48.88% (+$5.9M)
LAM RESEARCH CORP(LRCXcusip512807306)	237.4K	QoQ -0.38% (-911) YoY NEW(+237.4K)	All Managers (Combined)	$17.3M	QoQ +0.27% (-$46.8K) YoY NEW(+$17.3M)
MCKESSON CORP(MCKcusip58155Q103)	23.9K	QoQ +0.38% (+91) YoY +20.64% (+4.1K)	All Managers (Combined)	$16.1M	QoQ +18.53% (+$2.5M) YoY +51.23% (+$5.5M)
Accenture plc(ACNcusipG1151C101)	51.4K	QoQ -0.08% (-42) YoY +45.14% (+16.0K)	All Managers (Combined)	$16.0M	QoQ -11.37% (-$2.1M) YoY +30.67% (+$3.8M)
WELLTOWER INC.(WELLcusip95040Q104)	104.5K	QoQ +1.81% (+1.9K) YoY +47.48% (+33.6K)	All Managers (Combined)	$16.0M	QoQ +23.77% (+$3.1M) YoY +141.82% (+$9.4M)
(IVVcusip464287200)	27.9K	QoQ +96.66% (+13.7K) YoY +115.75% (+15.0K)	All Managers (Combined)	$15.7M	QoQ +87.70% (+$7.3M) YoY +130.59% (+$8.9M)
CHEVRON CORP(CVXcusip166764100)	91.9K	QoQ -0.59% (-552) YoY +23.44% (+17.5K)	All Managers (Combined)	$15.4M	QoQ +14.81% (-$2.0M) YoY +30.92% (+$3.6M)
Meta Platforms, Inc.(METAcusip30303M102)	26.5K	QoQ +1.85% (+483) YoY +135.45% (+15.3K)	All Managers (Combined)	$15.3M	QoQ +0.26% (+$39.9K) YoY +179.49% (+$9.8M)
(cusip47103U852)✕	334.3K	QoQ +9.87% (+30.1K) YoY NEW(+334.3K)	All Managers (Combined)	$15.1M	QoQ +12.41% (+$1.7M) YoY NEW(+$15.1M)
AerCap Holdings N.V.(AERcusipN00985106)	146.9K	QoQ +15.44% (+19.6K) YoY NEW(+146.9K)	All Managers (Combined)	$15.0M	QoQ +23.56% (+$2.9M) YoY NEW(+$15.0M)
(cusip33739E108)✕	850.4K	QoQ +1.61% (+13.5K) YoY +27.85% (+185.3K)	All Managers (Combined)	$15.0M	QoQ +0.98% (+$146.2K) YoY +29.84% (+$3.4M)
Constellation Energy Corp(CEGcusip21037T109)	74.0K	QoQ +1.63% (-1.2K) YoY +31.93% (+17.9K)	All Managers (Combined)	$14.9M	QoQ -8.39% (-$1.4M) YoY +43.91% (+$4.6M)
Salesforce, Inc.(CRMcusip79466L302)	55.6K	QoQ +2.99% (-1.6K) YoY NEW(+55.6K)	All Managers (Combined)	$14.9M	QoQ -17.42% (-$3.1M) YoY NEW(+$14.9M)
(XLKcusip81369Y803)	69.1K	QoQ +33.24% (+17.3K) YoY +2993.78% (+66.9K)	All Managers (Combined)	$14.3M	QoQ +18.32% (+$2.2M) YoY +2967.07% (+$13.8M)
T-Mobile US, Inc.(TMUScusip872590104)	52.1K	QoQ -4.32% (-2.4K) YoY +62.22% (+20.0K)	All Managers (Combined)	$13.9M	QoQ +15.60% (-$1.9M) YoY +165.08% (+$8.7M)
Mastercard Inc(MAcusip57636Q104)	25.0K	QoQ +59.13% (+9.3K) YoY +73.60% (+10.6K)	All Managers (Combined)	$13.7M	QoQ +65.65% (+$5.4M) YoY +97.59% (+$6.8M)
NETFLIX INC(NFLXcusip64110L106)	14.6K	QoQ +60.95% (+5.5K) YoY NEW(+14.6K)	All Managers (Combined)	$13.6M	QoQ +68.40% (+$5.5M) YoY NEW(+$13.6M)
CUMMINS INC(CMIcusip231021106)	42.1K	QoQ +9.92% (-3.8K) YoY +22.71% (+7.8K)	All Managers (Combined)	$13.2M	QoQ -1.16% (-$154.9K) YoY +30.54% (+$3.1M)
COCA-COLA EUROPACIFIC PARTNERS plc(CCEPcusipG25839104)	147.0K	QoQ +5.98% (+8.3K) YoY +30.39% (+34.3K)	All Managers (Combined)	$12.8M	QoQ +20.08% (+$2.1M) YoY +62.23% (+$4.9M)
ONEOK INC /NEW/(OKEcusip682680103)	127.9K	QoQ +1.76% (+2.2K) YoY +28.07% (+28.0K)	All Managers (Combined)	$12.7M	QoQ +0.57% (+$72.4K) YoY +58.50% (+$4.7M)