Stock Taper

TRANSFORM WEALTH, LLC

Latest 13F filing data - Q1 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Visa Inc.V15.57K$5.46M
Williams-Sonoma, Inc.WSM15.21K$2.4M
Antero Midstream CorporationAM15.1K$271.75K
Eli Lilly and CompanyLLY14.91K$12.32M
Netflix, Inc.NFLX14.6K$13.61M
Lowe's Companies, Inc.LOW13.82K$3.22M
Thermo Fisher Scientific Inc.TMO11.46K$5.71M
DICK'S Sporting Goods, Inc.DKS11.09K$2.25M
ConocoPhillipsCOP10.91K$1.15M
Capital One Financial CorporationCOF10.4K$1.87M
Abbott LaboratoriesABT10.08K$1.34M
KLA CorporationKLAC8.87K$6.03M
Amphenol CorporationAPH7.4K$486.41K
HP Inc.HPQ7.38K$206.41K
Chipotle Mexican Grill, Inc.CMG7.05K$353.98K
Intuitive Surgical, Inc.ISRG6.9K$3.42M
Shell plcSHEL6.75K$494.64K
Fortinet, Inc.FTNT6.68K$642.63K
Tesla, Inc.TSLA6.06K$1.57M
EOG Resources, Inc.EOG5.47K$701.09K