HoldingsChannel.com
All Stocks Held By Transform Wealth LLC
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
BERKSHIRE HATHAWAY INC DEL      $3,495
     BRK.B19,117-1,009$3,495
SELECT SECTOR SPDR TR (XLK) 42,612 +37,132 $3,425
     XLK42,612+37,132$3,425
FISERV INC 34,420 +2,336 $3,270
     FISV34,420+2,336$3,270
ALPHABET INC 2,809 -22 $3,266
     GOOG2,809-22$3,266
VANGUARD INDEX FDS (VOO) 12,788 -99,428 $3,029
     VOO12,788-99,428$3,029
ISHARES TR (IVV) 11,613 -6,151 $3,001
     IVV11,613-6,151$3,001
EURONET WORLDWIDE INC 34,409 +1,017 $2,950
     EEFT34,409+1,017$2,950
SYNCHRONY FINL 181,649 -20,293 $2,923
     SYF181,649-20,293$2,923
CAPITAL ONE FINL CORP 57,804 +301 $2,914
     COF57,804+301$2,914
AFLAC INC 84,902 +4,115 $2,907
     AFL84,902+4,115$2,907
SPDR SER TR (SDY) 36,121 -38,427 $2,885
     SDY36,121-38,427$2,885
MICRON TECHNOLOGY INC 68,185 +9,188 $2,868
     MU68,185+9,188$2,868
AMERICAN TOWER CORP NEW 12,974 +6,186 $2,825
     AMT12,974+6,186$2,825
HCA HEALTHCARE INC 30,513 +155 $2,742
     HCA30,513+155$2,742
SYSCO CORP 56,966 -4,915 $2,599
     SYY56,966-4,915$2,599
VALERO ENERGY CORP 55,235 +3,917 $2,505
     VLO55,235+3,917$2,505
PRUDENTIAL FINL INC 47,798 +2,495 $2,492
     PRU47,798+2,495$2,492
BP PLC 101,217 +4,658 $2,469
     BP101,217+4,658$2,469
ANTHEM INC 10,695 +971 $2,428
     ANTM10,695+971$2,428
ALLSTATE CORP 24,985 -1,850 $2,292
     ALL24,985-1,850$2,292
LOWES COS INC 26,548 +885 $2,284
     LOW26,548+885$2,284
ISHARES TR (ITOT) 39,896 +9,613 $2,282
     ITOT39,896+9,613$2,282
LOCKHEED MARTIN CORP 6,695 +55 $2,269
     LMT6,695+55$2,269
INVESCO QQQ TR 11,819 +11,819 $2,250
     QQQ11,819+11,819$2,250
MARATHON PETE CORP 94,188 +94,188 $2,225
     MPC94,188+94,188$2,225
ISHARES GOLD TRUST (IAU) 146,948 +16,821 $2,215
     IAU146,948+16,821$2,215
VANGUARD WORLD FDS (VHT) 13,150 +13,150 $2,184
     VHT13,150+13,150$2,184
PAYCHEX INC 33,554 +2,103 $2,111
     PAYX33,554+2,103$2,111
PAYPAL HLDGS INC 21,627 +942 $2,071
     PYPL21,627+942$2,071
TEXAS INSTRS INC 20,588 -168 $2,057
     TXN20,588-168$2,057
DBX ETF TR (HYLB) 45,941 +45,941 $2,025
     HYLB45,941+45,941$2,025
HONEYWELL INTL INC 15,001 +1,246 $2,007
     HON15,001+1,246$2,007
DANAHER CORPORATION 14,466 -950 $2,002
     DHR14,466-950$2,002
UNITED TECHNOLOGIES CORP 20,707 -654 $1,953
     UTX20,707-654$1,953
CHURCH & DWIGHT INC 29,217 +2,303 $1,875
     CHD29,217+2,303$1,875
ISHARES TR (DVY) 24,378 -674 $1,793
     DVY24,378-674$1,793
ISHARES TR (IGM) 8,320 -14 $1,762
     IGM8,320-14$1,762
SPDR SER TR (SPYV) 65,969 -352 $1,705
     SPYV65,969-352$1,705
AMERICAN EXPRESS CO 19,574 -1,280 $1,676
     AXP19,574-1,280$1,676
INVESCO ACTIVELY MANAGED ETF (GSY) 31,707 -11,335 $1,563
     GSY31,707-11,335$1,563
CBRE GROUP INC 39,600 -3,300 $1,493
     CBRE39,600-3,300$1,493
PACKAGING CORP AMER 16,484 -188 $1,431
     PKG16,484-188$1,431
ISHARES TR (IWM) 12,428 -438 $1,422
     IWM12,428-438$1,422
PROCTER & GAMBLE CO 12,145 +903 $1,336
     PG12,145+903$1,336
US BANCORP DEL 34,750 -5,600 $1,197
     USB34,750-5,600$1,197
J P MORGAN EXCHANGE TRADED F (JPST) 24,048 -10,455 $1,194
     JPST24,048-10,455$1,194
ISHARES TR (EFA) 22,114 -684 $1,182
     EFA22,114-684$1,182
PIMCO ETF TR (MINT) 11,484 +11,484 $1,137
     MINT11,484+11,484$1,137
TRUIST FINL CORP 35,748 -27 $1,102
     TFC35,748-27$1,102
BANK NEW YORK MELLON CORP 32,534 +648 $1,096
     BK32,534+648$1,096
ISHARES TR (IWP) 8,909 -190 $1,083
     IWP8,909-190$1,083
PEPSICO INC 8,804 +886 $1,057
     PEP8,804+886$1,057
ABBOTT LABS 13,151 +5,462 $1,038
     ABT13,151+5,462$1,038
INVESCO EXCHANGE TRADED FD T (RSP) 11,516 +5,525 $968
     RSP11,516+5,525$968
NOVARTIS A G 11,711 -772 $966
     NVS11,711-772$966
VANGUARD TAX MANAGED INTL FD (VEA) 28,820 -24,761 $961
     VEA28,820-24,761$961
ISHARES TR (IJK) 5,200 +644 $928
     IJK5,200+644$928
ISHARES TR (IWN) 11,299 +1,809 $927
     IWN11,299+1,809$927
ECOLAB INC 5,665 +1,373 $883
     ECL5,665+1,373$883
PROLOGIS INC. 10,772 -198 $866
     PLD10,772-198$866
EDWARDS LIFESCIENCES CORP 4,550 +1,288 $858
     EW4,550+1,288$858
ISHARES TR (IWO) 5,425 -25 $858
     IWO5,425-25$858
STRYKER CORP 5,110 +90 $851
     SYK5,110+90$851
VISTRA ENERGY CORP 53,127 +1,190 $848
     VST53,127+1,190$848
WALGREENS BOOTS ALLIANCE INC 18,545 -1,100 $848
     WBA18,545-1,100$848
BERKLEY W R CORP 15,117 +15,117 $789
     WRB15,117+15,117$789
UNION PAC CORP 5,542 +230 $782
     UNP5,542+230$782
ISHARES TR (IJR) 12,998 +1,808 $729
     IJR12,998+1,808$729
XCEL ENERGY INC 11,652 +487 $703
     XEL11,652+487$703
ENTERPRISE PRODS PARTNERS L 47,192 -3,500 $675
     EPD47,192-3,500$675
SCHWAB STRATEGIC TR 15,005 +234 $675
     SCHD15,005+234$675
EXXON MOBIL CORP 17,725 -2,606 $673
     XOM17,725-2,606$673
INTERCONTINENTAL EXCHANGE IN (ICE) 8,097 +2,821 $654
     ICE8,097+2,821$654
MSCI INC 2,263 -520 $654
     MSCI2,263-520$654
SCHWAB STRATEGIC TR 10,632 -176 $651
     SCHX10,632-176$651
O REILLY AUTOMOTIVE INC NEW 2,085 +436 $628
     ORLY2,085+436$628
VANGUARD INDEX FDS (VTI) 4,873 +2,725 $628
     VTI4,873+2,725$628
VANGUARD WHITEHALL FDS (VYM) 8,883 -59 $628
     VYM8,883-59$628
VERISK ANALYTICS INC 4,489 +240 $626
     VRSK4,489+240$626
LAUDER ESTEE COS INC 3,856 +940 $614
     EL3,856+940$614
L3HARRIS TECHNOLOGIES INC 3,347 +227 $603
     LHX3,347+227$603
DUKE ENERGY CORP NEW 7,350 +150 $594
     DUK7,350+150$594
BLACKROCK INC 1,341 +147 $590
     BLK1,341+147$590
CHEVRON CORP NEW 8,084 -554 $586
     CVX8,084-554$586
PRINCIPAL FINL GROUP INC 18,600 +650 $583
     PFG18,600+650$583
BOK FINL CORP 13,155 +13,155 $560
     BOKF13,155+13,155$560
NEXTERA ENERGY INC 2,241 +20 $539
     NEE2,241+20$539
CROWN CASTLE INTL CORP NEW 3,721 +463 $537
     CCI3,721+463$537
BOOKING HLDGS INC 398 -146 $536
     BKNG398-146$536
ISHARES TR (IJH) 3,687 +1,061 $530
     IJH3,687+1,061$530
INTUIT 2,234 +656 $514
     INTU2,234+656$514
SCHWAB CHARLES CORP 15,297 +1,379 $514
     SCHW15,297+1,379$514
MERCK & CO. INC 6,491 +69 $499
     MRK6,491+69$499
ZOETIS INC 4,218 +1,486 $496
     ZTS4,218+1,486$496
3M CO 3,567 +9 $487
     MMM3,567+9$487
DIGITAL RLTY TR INC 3,388 +925 $471
     DLR3,388+925$471
GENERAL DYNAMICS CORP 3,511 +114 $465
     GD3,511+114$465
CHECK POINT SOFTWARE TECH LT 4,593 +142 $462
     CHKP4,593+142$462
MEDTRONIC PLC 5,115 +62 $461
     MDT5,115+62$461
ISHARES TR (SHY) 5,166 +2,758 $448
     SHY5,166+2,758$448
PFIZER INC 13,649 -91,898 $446
     PFE13,649-91,898$446
WISDOMTREE TR 7,673 +1,387 $434
     DHS7,673+1,387$434
FOCUS FINL PARTNERS INC 18,078 +3,720 $416
     FOCS18,078+3,720$416
AMPHENOL CORP NEW 5,649 +1,667 $412
     APH5,649+1,667$412
HP INC 23,669 +8,200 $411
     HPQ23,669+8,200$411
WELLS FARGO CO NEW 14,184 +2,105 $407
     WFC14,184+2,105$407
GENERAL MLS INC 7,596 +300 $401
     GIS7,596+300$401
EMPIRE ST RLTY OP L P 47,422 UNCH $401
     OGCP47,422UNCH$401
SPDR SER TR (SPTL) 8,338 +8,338 $394
     SPTL8,338+8,338$394
CARMAX INC 6,990 UNCH $376
     KMX6,990UNCH$376
ROYAL DUTCH SHELL PLC      $371
     RDS.A10,640+1,000$371
VANGUARD CHARLOTTE FDS (BNDX) 6,295 +1,610 $354
     BNDX6,295+1,610$354
KEYSIGHT TECHNOLOGIES INC 4,145 +1,775 $347
     KEYS4,145+1,775$347
ARISTA NETWORKS INC 1,700 +550 $344
     ANET1,700+550$344
WOODWARD INC 5,700 -250 $339
     WWD5,700-250$339
ISHARES TR (LQD) 2,639 +2,639 $326
     LQD2,639+2,639$326
PACER FDS TR 11,894 +2,606 $321
     PTLC11,894+2,606$321
PHILIP MORRIS INTL INC 4,350 +1,017 $317
     PM4,350+1,017$317
ISHARES TR (IEI) 2,369 -168 $316
     IEI2,369-168$316
ISHARES TR (IWD) 3,076 -21 $305
     IWD3,076-21$305
TAIWAN SEMICONDUCTOR MFG LTD 6,288 UNCH $301
     TSM6,288UNCH$301
ALTRIA GROUP INC 7,713 +1,054 $298
     MO7,713+1,054$298
VANGUARD INDEX FDS (VNQ) 4,152 +4,152 $290
     VNQ4,152+4,152$290
SELECT SECTOR SPDR TR (XLF) 13,636 +1,260 $284
     XLF13,636+1,260$284
CIGNA CORP NEW 1,592 -752 $282
     CI1,592-752$282
VANGUARD SPECIALIZED FUNDS (VIG) 2,705 UNCH $280
     VIG2,705UNCH$280
AT&T INC 9,528 -3,002 $278
     T9,528-3,002$278
HILL ROM HLDGS INC 2,702 +533 $272
     HRC2,702+533$272
KIMBERLY CLARK CORP 2,120 -87 $271
     KMB2,120-87$271
SPDR SER TR (BIL) 2,871 +2,871 $263
     BIL2,871+2,871$263
INVESCO EXCHANGE TRADED FD T (SPLV) 5,179 -76,505 $243
     SPLV5,179-76,505$243
JACOBS ENGR GROUP INC 3,041 -870 $241
     JEC3,041-870$241
REPUBLIC SVCS INC 3,211 -45 $241
     RSG3,211-45$241
NIKE INC 2,890 +2,890 $239
     NKE2,890+2,890$239
WAYFAIR INC 4,450 +900 $238
     W4,450+900$238
GALLAGHER ARTHUR J & CO 2,877 -674 $235
     AJG2,877-674$235
LENNOX INTL INC 1,272 -59 $231
     LII1,272-59$231
CACI INTL INC 1,084 -16 $229
     CACI1,084-16$229
CHIPOTLE MEXICAN GRILL INC 347 +50 $227
     CMG347+50$227
CREDIT ACCEP CORP MICH 880 UNCH $225
     CACC880UNCH$225
VISA INC 1,365 -20 $220
     V1,365-20$220
SCHWAB STRATEGIC TR 3,601 +131 $218
     SCHB3,601+131$218
VANGUARD INTL EQUITY INDEX F (VWO) 6,256 -5,253 $210
     VWO6,256-5,253$210
EMPIRE ST RLTY OP L P 21,874 UNCH $189
     FISK21,874UNCH$189
NUVEEN QUALITY MUNCP INCOME 11,621 +22 $160
     NAD11,621+22$160
GLOBAL X FDS 24,408 -487 $150
     MLPX24,408-487$150
HIGHLAND INCOME FD 16,903 -1,592 $144
     HFRO16,903-1,592$144
NUVEEN FLTNG RTE INCM OPP FD 19,342 +1,597 $144
     JRO19,342+1,597$144
EMPIRE ST RLTY OP L P 12,909 UNCH $115
     ESBA12,909UNCH$115
ANTERO MIDSTREAM CORP 41,639 +795 $87
     AM41,639+795$87
AMPIO PHARMACEUTICALS INC 205,481 UNCH $85
     AMPE205,481UNCH$85
BARCLAYS BANK PLC 18,939 +18,939 $78
     OIL18,939+18,939$78
MEI PHARMA INC 30,355 UNCH $49
     MEIP30,355UNCH$49
AEGON N V 13,000 UNCH $32
     AEG13,000UNCH$32
KAZIA THERAPEUTICS LTD 106,245 UNCH $26
     KZIA106,245UNCH$26
SCYNEXIS INC 20,000 +0 $16
     SCYX20,000UNCH$16
ALLY FINL INC $0 (exited)
     ALLY0-6,800$0
AMCOR PLC $0 (exited)
     AMCR0-20,376$0
BOEING CO $0 (exited)
     BA0-5,647$0
BCE INC $0 (exited)
     BCE0-4,676$0
COCA COLA EUROPEAN PARTNERS $0 (exited)
     CCEP0-4,800$0
CARNIVAL CORP $0 (exited)
     CCL0-16,052$0
CONOCOPHILLIPS $0 (exited)
     COP0-76,227$0
SPDR SERIES TRUST $0 (exited)
     CWB0-118,250$0
DIAGEO P L C $0 (exited)
     DEO0-1,277$0
DISCOVER FINL SVCS $0 (exited)
     DFS0-6,647$0
ISHARES TR $0 (exited)
     DSI0-2,645$0
ISHARES TR $0 (exited)
     EMB0-18,818$0
FIRST TR EXCHANGE TRADED FD $0 (exited)
     EMLP0-23,666$0
LIBERTY MEDIA CORP DELAWARE $0 (exited)
     FWONK0-5,600$0
CORNING INC $0 (exited)
     GLW0-9,300$0
HEWLETT PACKARD ENTERPRISE C $0 (exited)
     HPE0-244,253$0
PIMCO ETF TR $0 (exited)
     HYS0-20,678$0
ISHARES TR $0 (exited)
     IGV0-4,466$0
INGERSOLL RAND PLC $0 (exited)
     IR0-11,850$0
ISHARES TR $0 (exited)
     IYF0-1,715$0
ISHARES TR $0 (exited)
     IYJ0-1,270$0
SPDR SERIES TRUST $0 (exited)
     JNK0-59,146$0
REALTY INCOME CORP $0 (exited)
     O0-4,080$0
ORACLE CORP $0 (exited)
     ORCL0-70,391$0
PHILLIPS 66 $0 (exited)
     PSX0-2,146$0
PIONEER NAT RES CO $0 (exited)
     PXD0-1,490$0
RPM INTL INC $0 (exited)
     RPM0-3,088$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHM0-13,216$0
VANECK VECTORS ETF TRUST $0 (exited)
     SMH0-7,738$0
TRAVELERS COMPANIES INC $0 (exited)
     TRV0-6,309$0
VANGUARD SCOTTSDALE FDS $0 (exited)
     VCIT0-5,311$0
VANGUARD INTL EQUITY INDEX F $0 (exited)
     VEU0-53,461$0
V F CORP $0 (exited)
     VFC0-25,053$0
VANGUARD WORLD FDS $0 (exited)
     VGT0-13,859$0
SELECT SECTOR SPDR TR $0 (exited)
     XLC0-4,119$0
SELECT SECTOR SPDR TR 0 -1,717 $0 (exited)
     XLY0-1,717$0

See Summary: Transform Wealth LLC Top Holdings
See Details: Top 10 Stocks Held By Transform Wealth LLC

EntityShares/Amount
Change
Position Value
Change
SHV +56,697+$6,295
CRM +27,510+$3,961
QQQ +11,819+$2,250
MPC +94,188+$2,225
VHT +13,150+$2,184
HYLB +45,941+$2,025
MINT +11,484+$1,137
WRB +15,117+$789
BOKF +13,155+$560
SPTL +8,338+$394
EntityShares/Amount
Change
Position Value
Change
CWB -118,250-$6,563
JNK -59,146-$6,479
COP -76,227-$4,957
HPE -244,253-$3,874
ORCL -70,391-$3,729
VGT -13,859-$3,393
VEU -53,461-$2,874
VFC -25,053-$2,497
EMB -18,818-$2,156
HYS -20,678-$2,062
EntityShares/Amount
Change
Position Value
Change
SPYG +102,361+$2,337
BMY +75,735+$4,098
XLU +69,347+$3,804
GILD +61,017+$4,671
XLK +37,132+$2,923
QDF +30,196-$377
IAU +16,821+$328
FPE +12,885-$773
MSFT +12,261+$1,935
ITOT +9,613+$81
EntityShares/Amount
Change
Position Value
Change
VOO -99,428-$30,165
PFE -91,898-$3,689
SPLV -76,505-$4,522
SDY -38,427-$5,134
XLV -35,932-$4,283
VEA -24,761-$1,400
SYF -20,293-$4,349
SPY -18,750-$8,522
XLI -15,261-$2,924
Size ($ 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

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