Stock Taper 
TRANSFORM WEALTH, LLC
Latest 13F filing data - Q1 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Powell Industries, Inc. | POWL | 1.63M | $277.28M |
 Norwegian Cruise Line Holdings Ltd. | NCLH | 317.94K | $6.03M |
 NVIDIA Corporation | NVDA | 293.26K | $31.79M |
 Apple Inc. | AAPL | 291.58K | $64.77M |
 Lam Research Corporation | LRCX | 237.42K | $17.32M |
 Walmart Inc. | WMT | 220.66K | $19.42M |
 Broadcom Inc. | AVGO | 170.85K | $28.61M |
 Amazon.com, Inc. | AMZN | 160.93K | $30.62M |
 Microsoft Corporation | MSFT | 150.91K | $56.65M |
 Alphabet Inc. | GOOGL | 150.58K | $23.29M |
 Exxon Mobil Corporation | XOM | 150.56K | $17.91M |
 Coca-Cola Europacific Partners PLC | CCEP | 146.99K | $12.79M |
 AerCap Holdings N.V. | AER | 146.85K | $15.04M |
 Hewlett Packard Enterprise Company | HPE | 136.57K | $2.12M |
 CRH plc | CRH | 130.23K | $11.5M |
 ONEOK, Inc. | OKE | 127.94K | $12.69M |
 JPMorgan Chase & Co. | JPM | 110.3K | $27.06M |
 Welltower Inc. | WELL | 104.51K | $16.01M |
 The TJX Companies, Inc. | TJX | 101.42K | $12.35M |
 Chevron Corporation | CVX | 91.89K | $15.37M |