Transform Wealth, LLC
CIK: 0001682266SEC EDGAR →
Portfolio Value
$1.5M
Holdings
242
As of
Q1 2025
New Positions
13
Closed Positions
32
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | POWELL INDS INC | 1,627,909 | $277K | 17.99% |
| 2 | APPLE INC | 291,582 | $64K | 4.16% |
| 3 | ISHARES TR | 601,611 | $60K | 3.90% |
| 4 | MICROSOFT CORP | 150,910 | $56K | 3.64% |
| 5 | ISHARES TR | 318,010 | $31K | 2.01% |
| 6 | NVIDIA CORPORATION | 293,259 | $31K | 2.01% |
| 7 | AMAZON COM INC | 160,930 | $30K | 1.95% |
| 8 | BROADCOM INC | 170,848 | $28K | 1.82% |
| 9 | ISHARES TR | 291,475 | $27K | 1.75% |
| 10 | JPMORGAN CHASE & CO. | 110,301 | $27K | 1.75% |
Quarterly Changes
Top Buys
New Positions (13)
Closed Positions (32)
$8.1M · 48K shares
$7.4M · 94K shares
$6.8M · 30K shares
$4.6M · 94K shares
$4.6M · 33K shares
$1.9M · 65K shares
$1.5M · 8K shares
$1.4M · 36K shares
$1.0M · 9K shares
$721K · 32K shares
$577K · 8K shares
$476K · 12K shares
$473K · 6K shares
$344K · 30K shares
$290K · 4K shares
$285K · 7K shares
$252K · 2K shares
$239K · 1K shares
$238K · 1K shares
$235K · 688 shares
$232K · 5K shares
$225K · 3K shares
$218K · 2K shares
$216K · 7K shares
$200K · 4K shares
$130K · 15K shares
$103K · 11K shares
$87K · 49K shares
$16K · 10K shares
$210 · 205 shares
$207 · 291 shares
$202 · 191 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 117 | $500K | 32.5% |
| Industrials | 19 | $349K | 22.7% |
| Technology | 35 | $270K | 17.5% |
| Consumer Cyclical | 14 | $85K | 5.5% |
| Healthcare | 16 | $79K | 5.1% |
| Communication Services | 5 | $70K | 4.5% |
| Consumer Defensive | 6 | $50K | 3.2% |
| Unknown | 12 | $50K | 3.2% |
| Energy | 12 | $48K | 3.1% |
| Real Estate | 2 | $16K | 1.0% |
| Utilities | 2 | $14K | 0.9% |
| Basic Materials | 2 | $9K | 0.6% |