HoldingsChannel.com
Transform Wealth LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
MICROSOFT CORP 111,338 +12,261 $17,559
     MSFT111,338+12,261$17,559
APPLE INC 65,683 +8,039 $16,702
     AAPL65,683+8,039$16,702
ISHARES TR (IVW) 74,159 +1,368 $12,240
     IVW74,159+1,368$12,240
SELECT SECTOR SPDR TR (XLP) 213,991 +3,597 $11,656
     XLP213,991+3,597$11,656
SPDR SER TR (SPYG) 316,663 +102,361 $11,318
     SPYG316,663+102,361$11,318
ISHARES TR (IVE) 107,734 +4,181 $10,369
     IVE107,734+4,181$10,369
SPDR S&P 500 ETF TR (SPY) 38,791 -18,750 $9,998
     SPY38,791-18,750$9,998
ACCENTURE PLC IRELAND 50,029 +1,678 $8,168
     ACN50,029+1,678$8,168
AMAZON COM INC 4,182 +948 $8,154
     AMZN4,182+948$8,154
ADOBE INC 23,774 +791 $7,566
     ADBE23,774+791$7,566
UNITEDHEALTH GROUP INC 30,248 +1,975 $7,543
     UNH30,248+1,975$7,543
LAM RESEARCH CORP 29,412 +753 $7,059
     LRCX29,412+753$7,059
ALPHABET INC 5,510 +297 $6,402
     GOOGL5,510+297$6,402
ISHARES TR (SHV) 56,697 +56,697 $6,295
     SHV56,697+56,697$6,295
THERMO FISHER SCIENTIFIC INC 20,711 +479 $5,874
     TMO20,711+479$5,874
DISNEY WALT CO 59,851 -1,682 $5,782
     DIS59,851-1,682$5,782
COSTCO WHSL CORP NEW 20,180 +3,369 $5,754
     COST20,180+3,369$5,754
VERIZON COMMUNICATIONS INC 106,416 +4,357 $5,718
     VZ106,416+4,357$5,718
JPMORGAN CHASE & CO 60,737 +4,216 $5,468
     JPM60,737+4,216$5,468
JOHNSON & JOHNSON 41,677 +515 $5,465
     JNJ41,677+515$5,465
AMGEN INC 26,773 +863 $5,428
     AMGN26,773+863$5,428
GILEAD SCIENCES INC 72,134 +61,017 $5,393
     GILD72,134+61,017$5,393
ABBVIE INC 70,552 +8,373 $5,375
     ABBV70,552+8,373$5,375
FLEXSHARES TR (QDF) 147,071 +30,196 $5,289
     QDF147,071+30,196$5,289
TARGET CORP 56,708 +2,162 $5,272
     TGT56,708+2,162$5,272
FACEBOOK INC 30,466 +1,807 $5,082
     FB30,466+1,807$5,082
BRISTOL MYERS SQUIBB CO 90,354 +75,735 $5,036
     BMY90,354+75,735$5,036
BROADCOM INC 20,713 +907 $4,911
     AVGO20,713+907$4,911
EATON CORP PLC 62,695 +1,851 $4,871
     ETN62,695+1,851$4,871
MASTERCARD INC 20,159 +1,412 $4,870
     MA20,159+1,412$4,870
EXELON CORP 129,147 +9,513 $4,754
     EXC129,147+9,513$4,754
ISHARES TR (IYW) 22,914 +168 $4,683
     IYW22,914+168$4,683
FIRST TR EXCH TRADED FD III (FPE) 281,006 +12,885 $4,608
     FPE281,006+12,885$4,608
TJX COS INC NEW 94,586 +2,547 $4,522
     TJX94,586+2,547$4,522
SELECT SECTOR SPDR TR (XLI) 74,864 -15,261 $4,418
     XLI74,864-15,261$4,418
STARBUCKS CORP 67,003 -698 $4,405
     SBUX67,003-698$4,405
WALMART INC 38,139 +585 $4,333
     WMT38,139+585$4,333
INTEL CORP 79,294 -1,364 $4,291
     INTC79,294-1,364$4,291
HOME DEPOT INC 22,700 -816 $4,238
     HD22,700-816$4,238
COMCAST CORP NEW 122,732 +3,786 $4,220
     CMCSA122,732+3,786$4,220
SELECT SECTOR SPDR TR (XLV) 46,909 -35,932 $4,155
     XLV46,909-35,932$4,155
FORTINET INC 40,537 +300 $4,101
     FTNT40,537+300$4,101
POWELL INDS INC 159,080 UNCH $4,084
     POWL159,080UNCH$4,084
SELECT SECTOR SPDR TR (XLU) 73,477 +69,347 $4,071
     XLU73,477+69,347$4,071
SALESFORCE COM INC 27,510 +27,510 $3,961
     CRM27,510+27,510$3,961
NXP SEMICONDUCTORS N V 46,437 +1,573 $3,851
     NXPI46,437+1,573$3,851
CISCO SYS INC 95,337 -8,524 $3,748
     CSCO95,337-8,524$3,748
BEST BUY INC 63,416 +3,726 $3,615
     BBY63,416+3,726$3,615
CITIGROUP INC 85,184 -363 $3,588
     C85,184-363$3,588
BK OF AMERICA CORP 165,229 +6,038 $3,508
     BAC165,229+6,038$3,508

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 03/31/2020: $469,008
At 12/31/2019: $630,630

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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