Transform Wealth, LLC Portfolio Holdings

Transform Wealth, LLC

  • $1.6 Billion
  • Q1 2025

Transform Wealth, LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.6 Billion distributed in 242 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Powell Industries Inc with a value of $277M, Apple Inc. with a value of $64.8M, Ishares Trishares 0 3 Mnth Tre with a value of $60.6M, Microsoft Corp with a value of $56.7M, and Nvidia Corp with a value of $31.8M.

Examining the 13F form we can see an decrease of $150M in the current position value, from $1.75B to 1.6B.

Below you can find more details about Transform Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.6 Billion
ETFs: $482 Million
Industrials: $356 Million
Technology: $261 Million
Financial Services: $118 Million
Healthcare: $90.2 Million
Consumer Cyclical: $77.9 Million
Communication Services: $72.5 Million
Consumer Defensive: $54.2 Million
Other: $86.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.4 Million 0.65% of portfolio
18,605
Q1 2025 Reduced 67.23%
$39.5B
$10.2 Million 0.64% of portfolio
42,086
Q1 2025 Added 1.53%
$112B
$10.3 Million 0.64% of portfolio
35,586
Q1 2025 Added 0.36%
$0
$9.76 Million 0.61% of portfolio
193,456
Q1 2025 Reduced 5.26%
$607B
$9.28 Million 0.58% of portfolio
66,408
Q1 2025 Added 4,055.69%
$117B
$8.95 Million 0.56% of portfolio
25,904
Q1 2025 Added 2.48%
$0
$7.75 Million 0.49% of portfolio
164,368
Q1 2025 Added 39.36%
$161B
$7.91 Million 0.49% of portfolio
20,613
Q1 2025 Reduced 19.31%
$144B
$7.73 Million 0.48% of portfolio
27,298
Q1 2025 Added 12.78%
$219B
$7.3 Million 0.46% of portfolio
1,585
Q1 2025 New
$0
$6.39 Million 0.4% of portfolio
128,603
Q1 2025 Added 1,652.08%
$120B
$6.03 Million 0.38% of portfolio
8,873
Q1 2025 Reduced 0.17%
$10.4B
$6.03 Million 0.38% of portfolio
317,943
Q1 2025 New
$220B
$6.08 Million 0.38% of portfolio
18,438
Q1 2025 Reduced 1.63%
$0
$6.01 Million 0.38% of portfolio
166,491
Q1 2025 Reduced 13.65%
$1.29T
$6.1 Million 0.38% of portfolio
39,051
Q1 2025 Reduced 3.28%
$0
$5.62 Million 0.35% of portfolio
70,089
Q1 2025 Reduced 3.21%
$0
$5.65 Million 0.35% of portfolio
79,562
Q1 2025 New
$572B
$5.46 Million 0.34% of portfolio
15,566
Q1 2025 Added 5.21%
$0
$5.49 Million 0.34% of portfolio
108,104
Q1 2025 Reduced 65.34%
$92.7B
$4.75 Million 0.3% of portfolio
20,509
Q1 2025 Reduced 0.5%
$0
$4.65 Million 0.29% of portfolio
51,245
Q1 2025 Reduced 48.01%
$0
$4.63 Million 0.29% of portfolio
78,941
Q1 2025 Reduced 20.43%
$0
$4.33 Million 0.27% of portfolio
85,606
Q1 2025 Added 3.07%
$0
$4.14 Million 0.26% of portfolio
61,155
Q1 2025 Reduced 10.1%
$120B
$4.16 Million 0.26% of portfolio
29,741
Q1 2025 Reduced 5.66%
$0
$3.63 Million 0.23% of portfolio
131,436
Q1 2025 Reduced 31.85%
$0
$3.54 Million 0.22% of portfolio
42,845
Q1 2025 Reduced 1.03%
$1.18T
$3.36 Million 0.21% of portfolio
20,248
Q1 2025 Added 0.91%
$166B
$3.42 Million 0.21% of portfolio
6,900
Q1 2025 Reduced 15.9%
$0
$3.39 Million 0.21% of portfolio
135,424
Q1 2025 Reduced 16.06%
$161B
$3.22 Million 0.2% of portfolio
13,817
Q1 2025 Reduced 5.14%
$451B
$3.19 Million 0.2% of portfolio
4
Q1 2025 New
$0
$3.01 Million 0.19% of portfolio
31,420
Q1 2025 Added 6.42%
$0
$2.96 Million 0.19% of portfolio
26,476
Q1 2025 New
$272B
$3.07 Million 0.19% of portfolio
27,573
Q1 2025 Reduced 1.18%
$69.9B
$2.98 Million 0.19% of portfolio
49,810
Q1 2025 Reduced 6.25%
$19B
$2.96 Million 0.19% of portfolio
95,545
Q1 2025 Added 2.14%
$0
$3.04 Million 0.19% of portfolio
85,858
Q1 2025 Reduced 10.7%
$0
$3.09 Million 0.19% of portfolio
48,492
Q1 2025 Reduced 10.38%
$0
$2.86 Million 0.18% of portfolio
33,316
Q1 2025 Reduced 7.46%
$49.1B
$2.73 Million 0.17% of portfolio
40,366
Q1 2025 Added 44.78%
$0
$2.68 Million 0.17% of portfolio
45,195
Q1 2025 Reduced 22.52%
$310B
$2.66 Million 0.17% of portfolio
37,099
Q1 2025 Reduced 7.68%
$0
$2.61 Million 0.16% of portfolio
20,310
Q1 2025 Reduced 9.35%
$278B
$2.55 Million 0.16% of portfolio
41,365
Q1 2025 Added 363.73%
$141B
$2.48 Million 0.16% of portfolio
22,137
Q1 2025 New
$31.3B
$2.5 Million 0.16% of portfolio
27,441
Q1 2025 Reduced 4.66%
$0
$2.4 Million 0.15% of portfolio
13,983
Q1 2025 Reduced 26.69%

Summary

  • Portfolio
  • No. of Stocks 242
  • Current Value $1.6 Billion
  • Prior Value $1.75 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 136 stocks
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