HoldingsChannel.com
Transform Wealth LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
APPLE INC 65,523 -160 $23,903
     AAPL65,523-160$23,903
MICROSOFT CORP 111,067 -271 $22,603
     MSFT111,067-271$22,603
INNOVATOR ETFS TR (PJUN) 573,068 +573,068 $16,087
     PJUN573,068+573,068$16,087
ISHARES GOLD TRUST (IAU) 895,546 +748,598 $15,215
     IAU895,546+748,598$15,215
ISHARES TR (IVE) 130,095 +22,361 $14,078
     IVE130,095+22,361$14,078
ISHARES TR (IVW) 67,770 -6,389 $14,062
     IVW67,770-6,389$14,062
SPDR SER TR (SPYG) 300,713 -15,950 $13,508
     SPYG300,713-15,950$13,508
ABBVIE INC 127,555 +57,003 $12,523
     ABBV127,555+57,003$12,523
AMAZON COM INC 4,351 +169 $12,004
     AMZN4,351+169$12,004
ACCENTURE PLC IRELAND 50,617 +588 $10,868
     ACN50,617+588$10,868
ADOBE INC 24,289 +515 $10,573
     ADBE24,289+515$10,573
INNOVATOR ETFS TR (PMAY) 375,505 +375,505 $9,979
     PMAY375,505+375,505$9,979
TARGET CORP 81,831 +25,123 $9,814
     TGT81,831+25,123$9,814
LAM RESEARCH CORP 29,436 +24 $9,521
     LRCX29,436+24$9,521
UNITEDHEALTH GROUP INC 29,114 -1,134 $8,587
     UNH29,114-1,134$8,587
BROADCOM INC 25,582 +4,869 $8,074
     AVGO25,582+4,869$8,074
ALPHABET INC 5,607 +97 $7,950
     GOOGL5,607+97$7,950
JPMORGAN CHASE & CO 83,526 +22,789 $7,856
     JPM83,526+22,789$7,856
SELECT SECTOR SPDR TR (XLP) 130,476 -83,515 $7,651
     XLP130,476-83,515$7,651
THERMO FISHER SCIENTIFIC INC 20,875 +164 $7,564
     TMO20,875+164$7,564
ISHARES TR (IVV) 24,390 +12,777 $7,553
     IVV24,390+12,777$7,553
FACEBOOK INC 30,291 -175 $6,878
     FB30,291-175$6,878
ALLSTATE CORP 70,380 +45,395 $6,826
     ALL70,380+45,395$6,826
SELECT SECTOR SPDR TR (XLV) 64,949 +18,040 $6,499
     XLV64,949+18,040$6,499
AMGEN INC 27,475 +702 $6,480
     AMGN27,475+702$6,480
COSTCO WHSL CORP NEW 21,229 +1,049 $6,437
     COST21,229+1,049$6,437
VERIZON COMMUNICATIONS INC 115,445 +9,029 $6,365
     VZ115,445+9,029$6,365
VISTRA ENERGY CORP 338,984 +285,857 $6,312
     VST338,984+285,857$6,312
CITIGROUP INC 123,249 +38,065 $6,298
     C123,249+38,065$6,298
SPDR S&P 500 ETF TR (SPY) 20,347 -18,444 $6,274
     SPY20,347-18,444$6,274
MASTERCARD INCORPORATED 20,626 +467 $6,099
     MA20,626+467$6,099
JOHNSON & JOHNSON 42,060 +383 $5,915
     JNJ42,060+383$5,915
BRISTOL MYERS SQUIBB CO 99,675 +9,321 $5,861
     BMY99,675+9,321$5,861
GILEAD SCIENCES INC 74,981 +2,847 $5,769
     GILD74,981+2,847$5,769
HOME DEPOT INC 22,352 -348 $5,599
     HD22,352-348$5,599
FIRST TR EXCH TRADED FD III (FPE) 303,224 +22,218 $5,585
     FPE303,224+22,218$5,585
DOW INC 136,167 +136,167 $5,550
     DOW136,167+136,167$5,550
BEST BUY INC 62,529 -887 $5,457
     BBY62,529-887$5,457
GOLDMAN SACHS GROUP INC 27,556 +27,556 $5,446
     GS27,556+27,556$5,446
FORTINET INC 39,621 -916 $5,439
     FTNT39,621-916$5,439
SALESFORCE COM INC 28,332 +822 $5,307
     CRM28,332+822$5,307
COMCAST CORP NEW 133,122 +10,390 $5,189
     CMCSA133,122+10,390$5,189
SELECT SECTOR SPDR TR (XLK) 49,253 +6,641 $5,146
     XLK49,253+6,641$5,146
EXELON CORP 141,656 +12,509 $5,141
     EXC141,656+12,509$5,141
VANGUARD WORLD FDS (VHT) 26,115 +12,965 $5,031
     VHT26,115+12,965$5,031
WALMART INC 41,996 +3,857 $5,030
     WMT41,996+3,857$5,030
NXP SEMICONDUCTORS N V 43,140 -3,297 $4,920
     NXPI43,140-3,297$4,920
FLEXSHARES TR (QDF) 115,936 -31,135 $4,898
     QDF115,936-31,135$4,898
INTEL CORP 79,944 +650 $4,783
     INTC79,944+650$4,783
EATON CORP PLC 53,662 -9,033 $4,694
     ETN53,662-9,033$4,694

See Full List: All Stocks Held By Transform Wealth LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Transform Wealth LLC

Size ($ in 1000's)
At 06/30/2020: $583,814
At 03/31/2020: $469,008

Transform Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Transform Wealth LLC 13F filings. Link to 13F filings: SEC filings

Transform Wealth LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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