TRANSFORM WEALTH, LLC
Latest 13F filing data - Q1 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BX | 30K | $4.16M |
 | HD | 30K | $10.88M |
 | NVS | 28K | $3.18M |
 | DELL | 27K | $2.50M |
 | PGR | 27K | $7.73M |
 | SW | 27K | $1.23M |
 | META | 27K | $15.30M |
 | HCA | 26K | $8.95M |
 | MA | 25K | $13.69M |
 | VRTX | 25K | $11.99M |
 | MCK | 24K | $16.11M |
 | GILD | 22K | $2.48M |
 | ADBE | 21K | $7.91M |
 | WM | 21K | $4.75M |
 | EMR | 20K | $2.24M |
 | TSM | 20K | $3.37M |
 | LIN | 20K | $9.14M |
 | COST | 19K | $17.84M |
 | CAT | 18K | $6.08M |
 | TY | 18K | $565.46K |
Blackstone Inc.
BX
Shares Held
30K
Value
$4.16M
The Home Depot, Inc.
HD
Shares Held
30K
Value
$10.88M
Novartis AG
NVS
Shares Held
28K
Value
$3.18M
Dell Technologies Inc.
DELL
Shares Held
27K
Value
$2.50M
The Progressive Corporation
PGR
Shares Held
27K
Value
$7.73M
Smurfit Westrock Plc
SW
Shares Held
27K
Value
$1.23M
Meta Platforms, Inc.
META
Shares Held
27K
Value
$15.30M
HCA Healthcare, Inc.
HCA
Shares Held
26K
Value
$8.95M
Mastercard Incorporated
MA
Shares Held
25K
Value
$13.69M
Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
25K
Value
$11.99M
McKesson Corporation
MCK
Shares Held
24K
Value
$16.11M
Gilead Sciences, Inc.
GILD
Shares Held
22K
Value
$2.48M
Adobe Inc.
ADBE
Shares Held
21K
Value
$7.91M
Waste Management, Inc.
WM
Shares Held
21K
Value
$4.75M
Emerson Electric Co.
EMR
Shares Held
20K
Value
$2.24M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
20K
Value
$3.37M
Linde plc
LIN
Shares Held
20K
Value
$9.14M
Costco Wholesale Corporation
COST
Shares Held
19K
Value
$17.84M
Caterpillar Inc.
CAT
Shares Held
18K
Value
$6.08M
Tri-Continental Corporation
TY
Shares Held
18K
Value
$565.46K