Stock Taper

TRANSFORM WEALTH, LLC

Latest 13F filing data - Q1 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Home Depot, Inc.HD29.68K$10.88M
Novartis AGNVS27.57K$3.18M
Dell Technologies Inc.DELL27.44K$2.5M
The Progressive CorporationPGR27.3K$7.73M
Smurfit Westrock plcSW27.27K$1.23M
Meta Platforms, Inc.META26.55K$15.3M
HCA Healthcare, Inc.HCA25.9K$8.95M
Mastercard IncorporatedMA24.98K$13.69M
Vertex Pharmaceuticals IncorporatedVRTX24.73K$11.99M
McKesson CorporationMCK23.92K$16.11M
Gilead Sciences, Inc.GILD22.14K$2.48M
Adobe Inc.ADBE20.61K$7.91M
Waste Management, Inc.WM20.51K$4.75M
Emerson Electric Co.EMR20.39K$2.24M
Taiwan Semiconductor Manufacturing Company LimitedTSM20.25K$3.37M
Linde plcLIN19.62K$9.14M
Costco Wholesale CorporationCOST18.86K$17.84M
Caterpillar Inc.CAT18.44K$6.08M
Tri-Continental CorporationTY18.44K$565.46K
Cardinal Health, Inc.CAH17.71K$2.44M