Transform Wealth, LLC Incresed Positions in Q1 2025

Transform Wealth, LLC

Stock	Shares change	Price Range	Shares Held
PHO Invesco Exchange Traded Fd Tr ETFs	2 + 0.04%	$63.77 - $68.75 $128 - $138	4.91K $315K
VB Vanguard Small Cap ETF ETFs	4 + 0.22%	$217.89 - $252.64 $872 - $1.01K	1.8K $398K
VUG Vanguard Growth ETF ETFs	37 + 2.08%	$369.1 - $427.61 $13.7K - $15.8K	1.82K $672K
META Meta Platforms, Inc. Communication Services	483 + 1.85%	$576.36 - $736.67 $278K - $356K	26.5K $15.3M
CMI Cummins Inc Industrials	3.8K + 9.93%	$312.92 - $386.07 $1.19M - $1.47M	42.1K $13.2M
TMO Thermo Fisher Scientific Inc. Healthcare	183 + 1.62%	$497.6 - $606.74 $91.1K - $111K	11.5K $5.7M
WSM Williams Sonoma Inc Consumer Cyclical	746 + 5.16%	$158.1 - $217.71 $118K - $162K	15.2K $2.4M
WMT Walmart Inc. Consumer Defensive	2.14K + 0.98%	$84.5 - $105.05 $181K - $225K	221K $19.4M
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	182 + 0.91%	$165.25 - $224.62 $30.1K - $40.9K	20.2K $3.36M
CEG Constellation Energy Corp Utilities	1.19K + 1.64%	$201.63 - $347.44 $240K - $414K	74K $14.9M
PWR Quanta Services, Inc. Industrials	727 + 1.72%	$236.71 - $358.03 $172K - $260K	43K $10.9M
CRM Salesforce, Inc. Technology	1.62K + 3.0%	$268.36 - $359.95 $434K - $582K	55.6K $14.9M
AMZN Amazon Com Inc Consumer Cyclical	4.64K + 2.97%	$190.26 - $242.06 $882K - $1.12M	161K $30.6M
GOOGL Alphabet Inc. Communication Services	1.86K + 1.25%	$154.33 - $206.19 $287K - $384K	151K $23.2M
NVDA Nvidia Corp Technology	2.71K + 0.93%	$106.98 - $149.43 $290K - $405K	293K $31.8M

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