TRANSFORM WEALTH, LLC
Latest 13F filing data - Q1 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CAH | 18K | $2.44M |
 | V | 16K | $5.46M |
 | WSM | 15K | $2.40M |
 | AM | 15K | $271.75K |
 | LLY | 15K | $12.32M |
 | NFLX | 15K | $13.61M |
 | LOW | 14K | $3.22M |
 | IPG | 12K | $336.11K |
 | TMO | 11K | $5.71M |
 | DKS | 11K | $2.25M |
 | COP | 11K | $1.15M |
 | COF | 10K | $1.87M |
 | ABT | 10K | $1.34M |
 | KLAC | 9K | $6.03M |
 | APH | 7K | $486.41K |
 | HPQ | 7K | $206.41K |
 | CMG | 7K | $353.98K |
 | ISRG | 7K | $3.42M |
 | SHEL | 7K | $494.64K |
 | FTNT | 7K | $642.63K |
Cardinal Health, Inc.
CAH
Shares Held
18K
Value
$2.44M
Visa Inc.
V
Shares Held
16K
Value
$5.46M
Williams-Sonoma, Inc.
WSM
Shares Held
15K
Value
$2.40M
Antero Midstream Corporation
AM
Shares Held
15K
Value
$271.75K
Eli Lilly and Company
LLY
Shares Held
15K
Value
$12.32M
Netflix, Inc.
NFLX
Shares Held
15K
Value
$13.61M
Lowe's Companies, Inc.
LOW
Shares Held
14K
Value
$3.22M
The Interpublic Group of Companies, Inc.
IPG
Shares Held
12K
Value
$336.11K
Thermo Fisher Scientific Inc.
TMO
Shares Held
11K
Value
$5.71M
DICK'S Sporting Goods, Inc.
DKS
Shares Held
11K
Value
$2.25M
ConocoPhillips
COP
Shares Held
11K
Value
$1.15M
Capital One Financial Corporation
COF
Shares Held
10K
Value
$1.87M
Abbott Laboratories
ABT
Shares Held
10K
Value
$1.34M
KLA Corporation
KLAC
Shares Held
9K
Value
$6.03M
Amphenol Corporation
APH
Shares Held
7K
Value
$486.41K
HP Inc.
HPQ
Shares Held
7K
Value
$206.41K
Chipotle Mexican Grill, Inc.
CMG
Shares Held
7K
Value
$353.98K
Intuitive Surgical, Inc.
ISRG
Shares Held
7K
Value
$3.42M
Shell plc
SHEL
Shares Held
7K
Value
$494.64K
Fortinet, Inc.
FTNT
Shares Held
7K
Value
$642.63K