TRANSFORM WEALTH, LLC
Latest 13F filing data - Q1 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CVX | 92K | $15.37M |
 | ABBV | 91K | $18.99M |
 | CEG | 74K | $14.92M |
 | ORCL | 66K | $9.28M |
 | CRM | 56K | $14.91M |
 | HON | 53K | $11.31M |
 | TMUS | 52K | $13.91M |
 | GE | 52K | $10.35M |
 | ACN | 51K | $16.03M |
 | WMB | 50K | $2.98M |
 | PWR | 43K | $10.93M |
 | BR | 42K | $10.24M |
 | CMI | 42K | $13.19M |
 | CSCO | 41K | $2.55M |
 | CB | 41K | $12.37M |
 | KR | 40K | $2.73M |
 | EPD | 40K | $1.37M |
 | GOOG | 39K | $6.10M |
 | GS | 38K | $20.86M |
 | WFC | 37K | $2.66M |
Chevron Corporation
CVX
Shares Held
92K
Value
$15.37M
AbbVie Inc.
ABBV
Shares Held
91K
Value
$18.99M
Constellation Energy Corporation
CEG
Shares Held
74K
Value
$14.92M
Oracle Corporation
ORCL
Shares Held
66K
Value
$9.28M
Salesforce, Inc.
CRM
Shares Held
56K
Value
$14.91M
Honeywell International Inc.
HON
Shares Held
53K
Value
$11.31M
T-Mobile US, Inc.
TMUS
Shares Held
52K
Value
$13.91M
GE Aerospace
GE
Shares Held
52K
Value
$10.35M
Accenture plc
ACN
Shares Held
51K
Value
$16.03M
The Williams Companies, Inc.
WMB
Shares Held
50K
Value
$2.98M
Quanta Services, Inc.
PWR
Shares Held
43K
Value
$10.93M
Broadridge Financial Solutions, Inc.
BR
Shares Held
42K
Value
$10.24M
Cummins Inc.
CMI
Shares Held
42K
Value
$13.19M
Cisco Systems, Inc.
CSCO
Shares Held
41K
Value
$2.55M
Chubb Limited
CB
Shares Held
41K
Value
$12.37M
The Kroger Co.
KR
Shares Held
40K
Value
$2.73M
Enterprise Products Partners L.P.
EPD
Shares Held
40K
Value
$1.37M
Alphabet Inc.
GOOG
Shares Held
39K
Value
$6.10M
The Goldman Sachs Group, Inc.
GS
Shares Held
38K
Value
$20.86M
Wells Fargo & Company
WFC
Shares Held
37K
Value
$2.66M