Stock Taper 
TRANSFORM WEALTH, LLC
Latest 13F filing data - Q1 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Tri-Continental Corporation | TY | 18.44K | $565.46K |
 Caterpillar Inc. | CAT | 18.44K | $6.08M |
 Costco Wholesale Corporation | COST | 18.86K | $17.84M |
 Linde plc | LIN | 19.62K | $9.14M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 20.25K | $3.37M |
 Emerson Electric Co. | EMR | 20.39K | $2.24M |
 Waste Management, Inc. | WM | 20.51K | $4.75M |
 Adobe Inc. | ADBE | 20.61K | $7.91M |
 Gilead Sciences, Inc. | GILD | 22.14K | $2.48M |
 McKesson Corporation | MCK | 23.92K | $16.11M |
 Vertex Pharmaceuticals Incorporated | VRTX | 24.73K | $11.99M |
 Mastercard Incorporated | MA | 24.98K | $13.69M |
 HCA Healthcare, Inc. | HCA | 25.9K | $8.95M |
 Meta Platforms, Inc. | META | 26.55K | $15.3M |
 Smurfit Westrock plc | SW | 27.27K | $1.23M |
 The Progressive Corporation | PGR | 27.3K | $7.73M |
 Dell Technologies Inc. | DELL | 27.44K | $2.5M |
 Novartis AG | NVS | 27.57K | $3.18M |
 The Home Depot, Inc. | HD | 29.68K | $10.88M |
 Blackstone Inc. | BX | 29.74K | $4.16M |