Transform Wealth, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 242Value: $1.7BLatest: 2025Q1

Transform Wealth, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 242 holdings worth $1.7 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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 • $1.7B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 13

Sort by:

POWELL INDUSTRIES INC

POWL|739128106

Shares:1.6M

Value:$277.3M

% of Portfolio:16.8% ($277.3M/$1.7B)

Apple Inc.

AAPL|037833100

Shares:291.6K

Value:$64.8M

% of Portfolio:3.9% ($64.8M/$1.7B)

46436E718

Shares:601.6K

Value:$60.6M

% of Portfolio:3.7% ($60.6M/$1.7B)

MICROSOFT CORP

MSFT|594918104

Shares:150.9K

Value:$56.6M

% of Portfolio:3.4% ($56.6M/$1.7B)

NVIDIA CORP

NVDA|67066G104

Shares:293.3K

Value:$31.8M

% of Portfolio:1.9% ($31.8M/$1.7B)

464287226

Shares:318.0K

Value:$31.5M

% of Portfolio:1.9% ($31.5M/$1.7B)

AMAZON COM INC

AMZN|023135106

Shares:160.9K

Value:$30.6M

% of Portfolio:1.9% ($30.6M/$1.7B)

Broadcom Inc.

AVGO|11135F101

Shares:170.8K

Value:$28.6M

% of Portfolio:1.7% ($28.6M/$1.7B)

464287309

IVW|464287309

Shares:291.5K

Value:$27.1M

% of Portfolio:1.6% ($27.1M/$1.7B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:110.3K

Value:$27.1M

% of Portfolio:1.6% ($27.1M/$1.7B)

808524102

SCHB|808524102

Shares:1.1M

Value:$23.3M

% of Portfolio:1.4% ($23.3M/$1.7B)

Alphabet Inc.

GOOGL|02079K305

Shares:150.6K

Value:$23.3M

% of Portfolio:1.4% ($23.3M/$1.7B)

922908363

VOO|922908363

Shares:44.6K

Value:$22.9M

% of Portfolio:1.4% ($22.9M/$1.7B)

464287408

IVE|464287408

Shares:116.6K

Value:$22.2M

% of Portfolio:1.3% ($22.2M/$1.7B)

81369Y605

Shares:427.5K

Value:$21.3M

% of Portfolio:1.3% ($21.3M/$1.7B)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:38.2K

Value:$20.9M

% of Portfolio:1.3% ($20.9M/$1.7B)

Walmart Inc.

WMT|931142103

Shares:220.7K

Value:$19.4M

% of Portfolio:1.2% ($19.4M/$1.7B)

AbbVie Inc.

ABBV|00287Y109

Shares:90.6K

Value:$19.0M

% of Portfolio:1.1% ($19.0M/$1.7B)

EXXON MOBIL CORP

XOM|30231G102

Shares:150.6K

Value:$17.9M

% of Portfolio:1.1% ($17.9M/$1.7B)

464285204

Shares:302.7K

Value:$17.8M

% of Portfolio:1.1% ($17.8M/$1.7B)

Instrument	Shares		Other Manager	Value	% of Portfolio
POWELL INDUSTRIES INC(POWLcusip739128106)	1.6M	QoQ 0.00% (-100) YoY +25201.66% (+1.6M)	All Managers (Combined)	$277.3M	16.8% ($277.3M/$1.7B)	QoQ -23.15% (-$83.6M) YoY +30185.51% (+$276.4M)
Apple Inc.(AAPLcusip037833100)	291.6K	QoQ -0.60% (-1.8K) YoY +18.19% (+44.9K)	All Managers (Combined)	$64.8M	3.9% ($64.8M/$1.7B)	QoQ -11.83% (-$8.7M) YoY +53.10% (+$22.5M)
(cusip46436E718)✕	601.6K	QoQ -0.03% (-190) YoY NEW(+601.6K)	All Managers (Combined)	$60.6M	3.7% ($60.6M/$1.7B)	QoQ +0.31% (-$191.5K) YoY NEW(+$60.6M)
MICROSOFT CORP(MSFTcusip594918104)	150.9K	QoQ -0.24% (-365) YoY +14.59% (+19.2K)	All Managers (Combined)	$56.6M	3.4% ($56.6M/$1.7B)	QoQ -11.15% (-$7.1M) YoY +2.24% (+$1.2M)
NVIDIA CORP(NVDAcusip67066G104)	293.3K	QoQ +0.93% (-2.7K) YoY +1616.87% (+276.2K)	All Managers (Combined)	$31.8M	1.9% ($31.8M/$1.7B)	QoQ -18.53% (-$7.2M) YoY +105.95% (+$16.4M)
(cusip464287226)✕	318.0K	QoQ +14.89% (+41.2K) YoY +34.54% (+81.6K)	All Managers (Combined)	$31.5M	1.9% ($31.5M/$1.7B)	QoQ +17.28% (+$4.6M) YoY +35.88% (+$8.3M)
AMAZON COM INC(AMZNcusip023135106)	160.9K	QoQ +2.96% (-4.6K) YoY +22.44% (+29.5K)	All Managers (Combined)	$30.6M	1.9% ($30.6M/$1.7B)	QoQ -10.70% (-$3.7M) YoY +29.14% (+$6.9M)
Broadcom Inc.(AVGOcusip11135F101)	170.8K	QoQ -6.11% (-11.1K) YoY +849.63% (+152.9K)	All Managers (Combined)	$28.6M	1.7% ($28.6M/$1.7B)	QoQ -32.19% (-$13.6M) YoY +19.95% (+$4.8M)
(IVWcusip464287309)	291.5K	QoQ +39.65% (+82.8K) YoY +37.32% (+79.2K)	All Managers (Combined)	$27.1M	1.6% ($27.1M/$1.7B)	QoQ +27.69% (+$5.9M) YoY +50.97% (+$9.1M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	110.3K	QoQ +1.18% (+1.3K) YoY +18.06% (+16.9K)	All Managers (Combined)	$27.1M	1.6% ($27.1M/$1.7B)	QoQ +3.54% (+$925.2K) YoY +44.58% (+$8.3M)
(SCHBcusip808524102)	1.1M	QoQ -0.02% (-277) YoY +446.90% (+885.8K)	All Managers (Combined)	$23.3M	1.4% ($23.3M/$1.7B)	QoQ -5.17% (-$1.3M) YoY +92.87% (+$11.2M)
Alphabet Inc.(GOOGLcusip02079K305)	150.6K	QoQ +1.25% (-1.9K) YoY -1.69% (-2.6K)	All Managers (Combined)	$23.3M	1.4% ($23.3M/$1.7B)	QoQ -17.28% (-$4.9M) YoY +0.72% (-$166.5K)
(VOOcusip922908363)	44.6K	QoQ -8.55% (-4.2K) YoY +2475.66% (+42.8K)	All Managers (Combined)	$22.9M	1.4% ($22.9M/$1.7B)	QoQ -12.78% (-$3.4M) YoY +2653.01% (+$22.1M)
(IVEcusip464287408)	116.6K	QoQ -20.08% (-29.3K) YoY -25.95% (-40.9K)	All Managers (Combined)	$22.2M	1.3% ($22.2M/$1.7B)	QoQ -20.21% (-$5.6M) YoY -24.45% (-$7.2M)
(cusip81369Y605)✕	427.5K	QoQ +6.22% (+25.0K) YoY +2884.19% (+413.2K)	All Managers (Combined)	$21.3M	1.3% ($21.3M/$1.7B)	QoQ +9.47% (+$1.8M) YoY +3429.03% (+$20.7M)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	38.2K	QoQ +14.59% (+4.9K) YoY +29.46% (+8.7K)	All Managers (Combined)	$20.9M	1.3% ($20.9M/$1.7B)	QoQ +9.32% (+$1.8M) YoY +69.32% (+$8.5M)
Walmart Inc.(WMTcusip931142103)	220.7K	QoQ +0.98% (-2.1K) YoY +27.49% (+47.6K)	All Managers (Combined)	$19.4M	1.2% ($19.4M/$1.7B)	QoQ -1.84% (-$364.2K) YoY +85.90% (+$9.0M)
AbbVie Inc.(ABBVcusip00287Y109)	90.6K	QoQ -3.96% (-3.7K) YoY +6.26% (+5.3K)	All Managers (Combined)	$19.0M	1.1% ($19.0M/$1.7B)	QoQ +13.23% (-$2.2M) YoY +22.27% (+$3.5M)
EXXON MOBIL CORP(XOMcusip30231G102)	150.6K	QoQ -1.93% (-3.0K) YoY +16.49% (+21.3K)	All Managers (Combined)	$17.9M	1.1% ($17.9M/$1.7B)	QoQ +8.41% (-$1.4M) YoY +19.18% (+$2.9M)
(cusip464285204)✕	302.7K	QoQ +1.47% (+4.4K) YoY +5097.16% (+296.9K)	All Managers (Combined)	$17.8M	1.1% ($17.8M/$1.7B)	QoQ +20.83% (+$3.1M) YoY +7194.07% (+$17.6M)