§ 13F · FUND PROFILE
Transform Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 242Turnover · — · Q1Filed · Apr 15, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2025
FILED APR 15, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | POWL | POWELL INDS INC | 1.63M | $277.3T | 16.8% | — |
| 2 | AAPL | APPLE INC | 292K | $64.8T | 3.9% | — |
| 3 | SGOV | ISHARES TR | 602K | $60.6T | 3.7% | — |
| 4 | MSFT | MICROSOFT CORP | 151K | $56.6T | 3.4% | — |
| 5 | NVDA | NVIDIA CORPORATION | 293K | $31.8T | 1.9% | — |
| 6 | AGG | ISHARES TR | 318K | $31.5T | 1.9% | — |
| 7 | AMZN | AMAZON COM INC | 161K | $30.6T | 1.9% | — |
| 8 | AVGO | BROADCOM INC | 171K | $28.6T | 1.7% | — |
| 9 | IVW | ISHARES TR | 291K | $27.1T | 1.6% | — |
| 10 | JPM | JPMORGAN CHASE & CO. | 110K | $27.1T | 1.6% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRANSFORM SIGNAL
AC read
Transform Wealth, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed