Stock Taper 
TRANSFORM WEALTH, LLC
Latest 13F filing data - Q1 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Duke Energy Corporation | DUK | 5.43K | $661.79K |
 Union Pacific Corporation | UNP | 5.34K | $1.26M |
 Merck & Co., Inc. | MRK | 5.32K | $482.65K |
 Carrier Global Corporation | CARR | 4K | $253.73K |
 S&P Global Inc. | SPGI | 3.7K | $1.88M |
 The Procter & Gamble Company | PG | 3.69K | $628.65K |
 Novo Nordisk A/S | NVO | 3.69K | $258.73K |
 Johnson & Johnson | JNJ | 3.68K | $610.19K |
 RTX Corporation | RTX | 3.42K | $452.6K |
 Old Dominion Freight Line, Inc. | ODFL | 3.4K | $562.04K |
 Diamondback Energy, Inc. | FANG | 3.28K | $525.1K |
 Texas Instruments Incorporated | TXN | 3.01K | $541.08K |
 Prologis, Inc. | PLD | 2.69K | $300.83K |
 QUALCOMM Incorporated | QCOM | 2.62K | $401.69K |
 UnitedHealth Group Incorporated | UNH | 2.51K | $1.32M |
 Philip Morris International Inc. | PM | 2.5K | $400.21K |
 ASML Holding N.V. | ASML | 2.4K | $1.59M |
 Valero Energy Corporation | VLO | 2.38K | $314.19K |
 Aflac Incorporated | AFL | 2.26K | $251.62K |
 Target Corporation | TGT | 2.09K | $217.91K |