HoldingsChannel.com
Transform Wealth LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 112,216 -6,483 $33,194
     VOO112,216-6,483$33,194
SPDR S&P 500 ETF TR (SPY) 57,541 +1,697 $18,520
     SPY57,541+1,697$18,520
APPLE INC 57,644 +1,084 $16,927
     AAPL57,644+1,084$16,927
MICROSOFT CORP 99,077 -532 $15,624
     MSFT99,077-532$15,624
ISHARES TR (IVW) 72,791 +2,416 $14,095
     IVW72,791+2,416$14,095
ISHARES TR (IVE) 103,553 +1,341 $13,471
     IVE103,553+1,341$13,471
SELECT SECTOR SPDR TR (XLP) 210,394 -516 $13,251
     XLP210,394-516$13,251
ACCENTURE PLC IRELAND 48,351 +3,420 $10,181
     ACN48,351+3,420$10,181
SPDR SERIES TRUST (SPYG) 214,302 +54,630 $8,981
     SPYG214,302+54,630$8,981
DISNEY WALT CO 61,533 +1,180 $8,899
     DIS61,533+1,180$8,899
SELECT SECTOR SPDR TR (XLV) 82,841 +11,653 $8,438
     XLV82,841+11,653$8,438
LAM RESEARCH CORP 28,659 -215 $8,380
     LRCX28,659-215$8,380
UNITEDHEALTH GROUP INC 28,273 +3,188 $8,312
     UNH28,273+3,188$8,312
SPDR SERIES TRUST (SDY) 74,548 +16,017 $8,019
     SDY74,548+16,017$8,019
JPMORGAN CHASE & CO 56,521 +7,127 $7,879
     JPM56,521+7,127$7,879
POWELL INDS INC 159,080 UNCH $7,793
     POWL159,080UNCH$7,793
ADOBE INC 22,983 +312 $7,580
     ADBE22,983+312$7,580
SELECT SECTOR SPDR TR (XLI) 90,125 +25,610 $7,342
     XLI90,125+25,610$7,342
SYNCHRONY FINL 201,942 +437 $7,272
     SYF201,942+437$7,272
TARGET CORP 54,546 -184 $6,993
     TGT54,546-184$6,993
ALPHABET INC 5,213 +585 $6,982
     GOOGL5,213+585$6,982
CITIGROUP INC 85,547 +7,021 $6,834
     C85,547+7,021$6,834
THERMO FISHER SCIENTIFIC INC 20,232 +1,819 $6,573
     TMO20,232+1,819$6,573
SPDR SERIES TRUST (CWB) 118,250 -4,400 $6,563
     CWB118,250-4,400$6,563
SPDR SERIES TRUST (JNK) 59,146 -1,527 $6,479
     JNK59,146-1,527$6,479
VERIZON COMMUNICATIONS INC 102,059 +9,033 $6,266
     VZ102,059+9,033$6,266
BROADCOM INC 19,806 +804 $6,259
     AVGO19,806+804$6,259
AMGEN INC 25,910 +108 $6,246
     AMGN25,910+108$6,246
JOHNSON & JOHNSON 41,162 +8,515 $6,004
     JNJ41,162+8,515$6,004
AMAZON COM INC 3,234 +350 $5,976
     AMZN3,234+350$5,976
STARBUCKS CORP 67,701 -1,297 $5,952
     SBUX67,701-1,297$5,952
CAPITAL ONE FINL CORP 57,503 +486 $5,918
     COF57,503+486$5,918
FACEBOOK INC 28,659 +161 $5,882
     FB28,659+161$5,882
EATON CORP PLC 60,844 -2,421 $5,763
     ETN60,844-2,421$5,763
ISHARES TR (IVV) 17,764 +2,617 $5,742
     IVV17,764+2,617$5,742
NXP SEMICONDUCTORS N V 44,864 +439 $5,709
     NXPI44,864+439$5,709
FLEXSHARES TR (QDF) 116,875 +16,189 $5,666
     QDF116,875+16,189$5,666
TJX COS INC NEW 92,039 -34 $5,620
     TJX92,039-34$5,620
BANK AMER CORP 159,191 +8,936 $5,607
     BAC159,191+8,936$5,607
MASTERCARD INC 18,747 +2,984 $5,598
     MA18,747+2,984$5,598
ABBVIE INC 62,179 +3,948 $5,505
     ABBV62,179+3,948$5,505
EXELON CORP 119,634 -415 $5,454
     EXC119,634-415$5,454
FIRST TR EXCHANGE TRADED FD (FPE) 268,121 -19,743 $5,381
     FPE268,121-19,743$5,381
COMCAST CORP NEW 118,946 -4,377 $5,349
     CMCSA118,946-4,377$5,349
SYSCO CORP 61,881 +6,323 $5,293
     SYY61,881+6,323$5,293
ISHARES TR (IYW) 22,746 -1,065 $5,291
     IYW22,746-1,065$5,291
EURONET WORLDWIDE INC 33,392 -1,732 $5,261
     EEFT33,392-1,732$5,261
BEST BUY INC 59,690 +54,162 $5,241
     BBY59,690+54,162$5,241
HOME DEPOT INC 23,516 +38 $5,135
     HD23,516+38$5,135
CISCO SYS INC 103,861 -1,970 $4,981
     CSCO103,861-1,970$4,981

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 12/31/2019: $630,630
At 09/30/2019: $563,422

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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