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 |
|---|
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