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:
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Page 8 of 13
464288638
Shares:18.0K
Value:$946.8K
33738R308
Shares:41.6K
Value:$910.0K
abrdn Silver ETF Trust
Shares:27.3K
Value:$887.3K
808524201
Shares:36.2K
Value:$798.6K
921909768
Shares:12.7K
Value:$791.3K
BlackRock Taxable Municipal Bond Trust
Shares:47.3K
Value:$789.2K
464287721
Shares:5.6K
Value:$786.7K
78464A763
Shares:5.7K
Value:$768.2K
81369Y209
Shares:5.2K
Value:$752.0K
808524698
Shares:33.4K
Value:$750.6K
464287150
Shares:5.9K
Value:$720.9K
EOG RESOURCES INC
Shares:5.5K
Value:$701.1K
922908736
Shares:1.8K
Value:$673.5K
Duke Energy CORP
Shares:5.4K
Value:$661.8K
Fortinet, Inc.
Shares:6.7K
Value:$642.6K
PROCTER & GAMBLE Co
Shares:3.7K
Value:$628.7K
JOHNSON & JOHNSON
Shares:3.7K
Value:$610.2K
AUTOMATIC DATA PROCESSING INC
Shares:2.0K
Value:$608.2K
Angel Oak Financial Strategies Income Term Trust
Shares:43.4K
Value:$584.4K
97717Y527
Shares:11.2K
Value:$565.8K