TRANSFORM WEALTH, LLC
Latest 13F filing data - Q1 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TSLA | 6K | $1.57M |
 | EOG | 5K | $701.09K |
 | DUK | 5K | $661.79K |
 | UNP | 5K | $1.26M |
 | MRK | 5K | $482.65K |
 | CARR | 4K | $253.73K |
 | SPGI | 4K | $1.88M |
 | PG | 4K | $628.65K |
 | NVO | 4K | $258.73K |
 | JNJ | 4K | $610.19K |
 | RTX | 3K | $452.60K |
 | ODFL | 3K | $562.04K |
 | FANG | 3K | $525.10K |
 | TXN | 3K | $541.08K |
 | PLD | 3K | $300.83K |
 | QCOM | 3K | $401.69K |
 | UNH | 3K | $1.32M |
 | PM | 3K | $400.21K |
 | ASML | 2K | $1.59M |
 | VLO | 2K | $314.19K |
Tesla, Inc.
TSLA
Shares Held
6K
Value
$1.57M
EOG Resources, Inc.
EOG
Shares Held
5K
Value
$701.09K
Duke Energy Corporation
DUK
Shares Held
5K
Value
$661.79K
Union Pacific Corporation
UNP
Shares Held
5K
Value
$1.26M
Merck & Co., Inc.
MRK
Shares Held
5K
Value
$482.65K
Carrier Global Corporation
CARR
Shares Held
4K
Value
$253.73K
S&P Global Inc.
SPGI
Shares Held
4K
Value
$1.88M
The Procter & Gamble Company
PG
Shares Held
4K
Value
$628.65K
Novo Nordisk A/S
NVO
Shares Held
4K
Value
$258.73K
Johnson & Johnson
JNJ
Shares Held
4K
Value
$610.19K
RTX Corporation
RTX
Shares Held
3K
Value
$452.60K
Old Dominion Freight Line, Inc.
ODFL
Shares Held
3K
Value
$562.04K
Diamondback Energy, Inc.
FANG
Shares Held
3K
Value
$525.10K
Texas Instruments Incorporated
TXN
Shares Held
3K
Value
$541.08K
Prologis, Inc.
PLD
Shares Held
3K
Value
$300.83K
QUALCOMM Incorporated
QCOM
Shares Held
3K
Value
$401.69K
UnitedHealth Group Incorporated
UNH
Shares Held
3K
Value
$1.32M
Philip Morris International Inc.
PM
Shares Held
3K
Value
$400.21K
ASML Holding N.V.
ASML
Shares Held
2K
Value
$1.59M
Valero Energy Corporation
VLO
Shares Held
2K
Value
$314.19K