StockDriftsStockDriftsTop 50 Transform Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| POWL | POWELL INDS INC | 16.79% | 1.63M | $277.3M | -0.01%(-100) | — | 2025-03-31 | |
| AAPL | APPLE INC | 3.92% | 291.6K | $64.8M | -0.60%(-1.77K) | — | 2025-03-31 | |
| SGOV | ISHARES TR | 3.67% | 601.6K | $60.6M | -0.03%(-190) | — | 2025-03-31 | |
| MSFT | MICROSOFT CORP | 3.43% | 150.9K | $56.6M | -0.24%(-365) | — | 2025-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.93% | 293.3K | $31.8M | +0.93%(+2.71K) | — | 2025-03-31 | |
| AGG | ISHARES TR | 1.91% | 318.0K | $31.5M | +14.89%(+41.22K) | — | 2025-03-31 | |
| AMZN | AMAZON COM INC | 1.85% | 160.9K | $30.6M | +2.97%(+4.64K) | — | 2025-03-31 | |
| AVGO | BROADCOM INC | 1.73% | 170.8K | $28.6M | -6.11%(-11.12K) | — | 2025-03-31 | |
| IVW | ISHARES TR | 1.64% | 291.5K | $27.1M | +39.66%(+82.77K) | — | 2025-03-31 | |
| JPM | JPMORGAN CHASE & CO. | 1.64% | 110.3K | $27.1M | +1.18%(+1.29K) | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Transform Wealth, Llc reports $1.65B in US-listed equity holdings across 242 positions in its most recent 13F filing. Its largest disclosed positions are POWL (16.8%), AAPL (3.9%) and SGOV (3.7%). Figures reflect the Q1 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Transform Wealth, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1682266). View Transform Wealth, Llc’s 13F filings on SEC