Stock Taper

TRANSFORM WEALTH, LLC

Latest 13F filing data - Q1 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Berkshire Hathaway Inc.BRK-A4$3.19M
Bank of America CorporationBAC-PL180$222.22K
O'Reilly Automotive, Inc.ORLY346$495.67K
Lockheed Martin CorporationLMT491$219.56K
Intuit Inc.INTU705$432.86K
Elevance Health Inc.ELV800$347.97K
Deere & CompanyDE941$442.98K
American Express CompanyAXP946$254.52K
Ecolab Inc.ECL980$249.14K
Norfolk Southern CorporationNSC1.03K$243.48K
Amgen Inc.AMGN1.19K$370.48K
Eaton Corporation plcETN1.35K$368.06K
Palo Alto Networks, Inc.PANW1.36K$231.9K
McDonald's CorporationMCD1.4K$437.08K
Dycom Industries, Inc.DY1.5K$228.51K
Booking Holdings Inc.BKNG1.58K$7.3M
PepsiCo, Inc.PEP1.8K$269.44K
Marathon Petroleum CorporationMPC1.9K$277.12K
Automatic Data Processing, Inc.ADP1.98K$608.24K
Target CorporationTGT2.09K$217.91K