Stock Taper

TRANSFORM WEALTH, LLC

Latest 13F filing data - Q1 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
AbbVie Inc.ABBV90.63K$18.99M
Constellation Energy CorporationCEG74.02K$14.92M
Oracle CorporationORCL66.41K$9.28M
Salesforce, Inc.CRM55.56K$14.91M
Honeywell International Inc.HON53.42K$11.31M
T-Mobile US, Inc.TMUS52.14K$13.91M
GE AerospaceGE51.62K$10.35M
Accenture plcACN51.37K$16.03M
The Williams Companies, Inc.WMB49.81K$2.98M
Quanta Services, Inc.PWR42.98K$10.93M
Broadridge Financial Solutions, Inc.BR42.09K$10.24M
Cummins Inc.CMI42.08K$13.19M
Cisco Systems, Inc.CSCO41.37K$2.55M
Chubb LimitedCB40.84K$12.37M
The Kroger Co.KR40.37K$2.73M
Enterprise Products Partners L.P.EPD40.27K$1.37M
Alphabet Inc.GOOG39.05K$6.1M
The Goldman Sachs Group, Inc.GS38.19K$20.86M
Wells Fargo & CompanyWFC37.1K$2.66M
Blackstone Inc.BX29.74K$4.16M