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 5 of 13
92647X830
Shares:118.5K
Value:$4.1M
48817R870
Shares:118.9K
Value:$3.9M
81752T528
Shares:138.3K
Value:$3.7M
808524797
Shares:131.4K
Value:$3.7M
464287457
Shares:42.8K
Value:$3.5M
INTUITIVE SURGICAL INC
Shares:6.9K
Value:$3.4M
808524300
Shares:135.4K
Value:$3.4M
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
Shares:20.2K
Value:$3.4M
LOWES COMPANIES INC
Shares:13.8K
Value:$3.2M
BERKSHIRE HATHAWAY INC
Shares:4
Value:$3.2M
NOVARTIS AG
Shares:27.6K
Value:$3.2M
37954Y293
Shares:48.5K
Value:$3.1M
14020W106
Shares:85.9K
Value:$3.1M
81369Y852
Shares:31.4K
Value:$3.0M
464287788
Shares:26.5K
Value:$3.0M
WILLIAMS COMPANIES, INC.
Shares:49.8K
Value:$3.0M
46428Q109
Shares:95.5K
Value:$3.0M
92189F643
Shares:33.3K
Value:$2.9M
KROGER CO
Shares:40.4K
Value:$2.7M
92206C706
Shares:45.2K
Value:$2.7M