Stock Taper

TRANSFORM WEALTH, LLC

Latest 13F filing data - Q1 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Aflac IncorporatedAFL2.26K$251.62K
Valero Energy CorporationVLO2.38K$314.19K
ASML Holding N.V.ASML2.4K$1.59M
Philip Morris International Inc.PM2.5K$400.21K
UnitedHealth Group IncorporatedUNH2.51K$1.32M
QUALCOMM IncorporatedQCOM2.62K$401.69K
Prologis, Inc.PLD2.69K$300.83K
Texas Instruments IncorporatedTXN3.01K$541.08K
Diamondback Energy, Inc.FANG3.28K$525.1K
Old Dominion Freight Line, Inc.ODFL3.4K$562.04K
RTX CorporationRTX3.42K$452.6K
Johnson & JohnsonJNJ3.68K$610.19K
Novo Nordisk A/SNVO3.69K$258.73K
The Procter & Gamble CompanyPG3.69K$628.65K
S&P Global Inc.SPGI3.7K$1.88M
Carrier Global CorporationCARR4K$253.73K
Merck & Co., Inc.MRK5.32K$482.65K
Union Pacific CorporationUNP5.34K$1.26M
Duke Energy CorporationDUK5.43K$661.79K
EOG Resources, Inc.EOG5.47K$701.09K