Transform Wealth, LLC - Portfolio overview

Transform Wealth, LLC has 242 reported holdings in this dataset, with the latest filing dated 2025-04-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. POWL - POWELL INDS INC, 16.79%
2. AAPL - APPLE INC, 3.92%
3. SGOV - ISHARES TR, 3.67%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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