Stock Taper 
TRANSFORM WEALTH, LLC
Latest 13F filing data - Q1 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Tesla, Inc. | TSLA | 6.06K | $1.57M |
 Fortinet, Inc. | FTNT | 6.68K | $642.63K |
 Shell plc | SHEL | 6.75K | $494.64K |
 Intuitive Surgical, Inc. | ISRG | 6.9K | $3.42M |
 Chipotle Mexican Grill, Inc. | CMG | 7.05K | $353.98K |
 HP Inc. | HPQ | 7.38K | $206.41K |
 Amphenol Corporation | APH | 7.4K | $486.41K |
 KLA Corporation | KLAC | 8.87K | $6.03M |
 Abbott Laboratories | ABT | 10.08K | $1.34M |
 Capital One Financial Corporation | COF | 10.4K | $1.87M |
 ConocoPhillips | COP | 10.91K | $1.15M |
 DICK'S Sporting Goods, Inc. | DKS | 11.09K | $2.25M |
 Thermo Fisher Scientific Inc. | TMO | 11.46K | $5.71M |
 Lowe's Companies, Inc. | LOW | 13.82K | $3.22M |
 Netflix, Inc. | NFLX | 14.6K | $13.61M |
 Eli Lilly and Company | LLY | 14.91K | $12.32M |
 Antero Midstream Corporation | AM | 15.1K | $271.75K |
 Williams-Sonoma, Inc. | WSM | 15.21K | $2.4M |
 Visa Inc. | V | 15.57K | $5.46M |
 Cardinal Health, Inc. | CAH | 17.71K | $2.44M |