TRANSFORM WEALTH, LLC
Latest 13F filing data - Q1 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | POWL | 1.63M | $277.28M |
 | NCLH | 318K | $6.03M |
 | NVDA | 293K | $31.79M |
 | AAPL | 292K | $64.77M |
 | LRCX | 237K | $17.32M |
 | WMT | 221K | $19.42M |
 | AVGO | 171K | $28.61M |
 | AMZN | 161K | $30.62M |
 | MSFT | 151K | $56.65M |
 | GOOGL | 151K | $23.29M |
 | XOM | 151K | $17.91M |
 | CCEP | 147K | $12.79M |
 | AER | 147K | $15.04M |
 | HPE | 137K | $2.12M |
 | BK | 131K | $11.00M |
 | CRH | 130K | $11.50M |
 | OKE | 128K | $12.69M |
 | JPM | 110K | $27.06M |
 | WELL | 105K | $16.01M |
 | TJX | 101K | $12.35M |
Powell Industries, Inc.
POWL
Shares Held
1.63M
Value
$277.28M
Norwegian Cruise Line Holdings Ltd.
NCLH
Shares Held
318K
Value
$6.03M
NVIDIA Corporation
NVDA
Shares Held
293K
Value
$31.79M
Apple Inc.
AAPL
Shares Held
292K
Value
$64.77M
Lam Research Corporation
LRCX
Shares Held
237K
Value
$17.32M
Walmart Inc.
WMT
Shares Held
221K
Value
$19.42M
Broadcom Inc.
AVGO
Shares Held
171K
Value
$28.61M
Amazon.com, Inc.
AMZN
Shares Held
161K
Value
$30.62M
Microsoft Corporation
MSFT
Shares Held
151K
Value
$56.65M
Alphabet Inc.
GOOGL
Shares Held
151K
Value
$23.29M
Exxon Mobil Corporation
XOM
Shares Held
151K
Value
$17.91M
Coca-Cola Europacific Partners PLC
CCEP
Shares Held
147K
Value
$12.79M
AerCap Holdings N.V.
AER
Shares Held
147K
Value
$15.04M
Hewlett Packard Enterprise Company
HPE
Shares Held
137K
Value
$2.12M
The Bank of New York Mellon Corporation
BK
Shares Held
131K
Value
$11.00M
CRH plc
CRH
Shares Held
130K
Value
$11.50M
ONEOK, Inc.
OKE
Shares Held
128K
Value
$12.69M
JPMorgan Chase & Co.
JPM
Shares Held
110K
Value
$27.06M
Welltower Inc.
WELL
Shares Held
105K
Value
$16.01M
The TJX Companies, Inc.
TJX
Shares Held
101K
Value
$12.35M