TRANSFORM WEALTH, LLC
Latest 13F filing data - Q1 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AFL | 2K | $251.62K |
 | TGT | 2K | $217.91K |
 | ADP | 2K | $608.24K |
 | MPC | 2K | $277.12K |
 | PEP | 2K | $269.44K |
 | BKNG | 2K | $7.30M |
 | DY | 2K | $228.51K |
 | MCD | 1K | $437.08K |
 | PANW | 1K | $231.90K |
 | ETN | 1K | $368.06K |
 | AMGN | 1K | $370.48K |
 | NSC | 1K | $243.48K |
 | ECL | 980 | $249.14K |
 | AXP | 946 | $254.52K |
 | DE | 941 | $442.98K |
 | ELV | 800 | $347.97K |
 | INTU | 705 | $432.86K |
 | LMT | 491 | $219.56K |
 | ORLY | 346 | $495.67K |
 | BAC-PL | 180 | $222.22K |
Aflac Incorporated
AFL
Shares Held
2K
Value
$251.62K
Target Corporation
TGT
Shares Held
2K
Value
$217.91K
Automatic Data Processing, Inc.
ADP
Shares Held
2K
Value
$608.24K
Marathon Petroleum Corporation
MPC
Shares Held
2K
Value
$277.12K
PepsiCo, Inc.
PEP
Shares Held
2K
Value
$269.44K
Booking Holdings Inc.
BKNG
Shares Held
2K
Value
$7.30M
Dycom Industries, Inc.
DY
Shares Held
2K
Value
$228.51K
McDonald's Corporation
MCD
Shares Held
1K
Value
$437.08K
Palo Alto Networks, Inc.
PANW
Shares Held
1K
Value
$231.90K
Eaton Corporation plc
ETN
Shares Held
1K
Value
$368.06K
Amgen Inc.
AMGN
Shares Held
1K
Value
$370.48K
Norfolk Southern Corporation
NSC
Shares Held
1K
Value
$243.48K
Ecolab Inc.
ECL
Shares Held
980
Value
$249.14K
American Express Company
AXP
Shares Held
946
Value
$254.52K
Deere & Company
DE
Shares Held
941
Value
$442.98K
Elevance Health Inc.
ELV
Shares Held
800
Value
$347.97K
Intuit Inc.
INTU
Shares Held
705
Value
$432.86K
Lockheed Martin Corporation
LMT
Shares Held
491
Value
$219.56K
O'Reilly Automotive, Inc.
ORLY
Shares Held
346
Value
$495.67K
Bank of America Corporation
BAC-PL
Shares Held
180
Value
$222.22K