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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
PJAN +432,186+$16,903
AIG +118,819+$9,288
LPLA +31,804+$8,403
CCEP +112,723+$7,885
CPAY +23,409+$7,223
DIS +54,506+$6,669
META +11,275+$5,475
DKS +6,835+$1,544
VCLT +12,136+$949
QQQ +1,025+$456
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
BAUG -232,139-$8,351
FLT -22,541-$6,370
UL -101,315-$4,912
XLP -58,818-$4,237
BIL -11,546-$1,055
BTZ -85,700-$884
IGV -1,871-$759
SMH -4,336-$758
IYC -9,620-$729
VOX -6,184-$728
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
BKLN +325,959+$6,875
WMT +171,631+$10,219
HYMB +72,214+$1,962
JMST +68,870+$3,487
FPE +57,131+$1,269
IGM +53,015+$1,071
RSP +43,393+$8,317
CEG +37,674+$8,216
RUNN +32,289+$1,134
SCHB +31,474+$2,818
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
PAPR -281,094-$9,181
PDBC -174,606-$2,286
IAU -161,218-$6,275
KR -149,480-$6,467
PAUG -137,554-$4,573
MET -130,498-$8,597
PULS -69,416-$3,446
MOO -57,099-$4,367
SBUX -55,887-$5,379
Transform Wealth LLC Info
Size ($ in 1000's)
At 03/31/2024: $1,053,074
At 12/31/2023: $1,025,569

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

All Stocks Held By Transform Wealth LLC
As of  03/31/2024, we find all stocks held by Transform Wealth LLC to be as follows, presented in the table below with each row detailing each Transform Wealth LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Transform Wealth LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Transform Wealth LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
MICROSOFT CORP 131,688 -1,592 $55,404
     MSFT131,688-1,592$55,404
APPLE INC 246,695 -21,463 $42,303
     AAPL246,695-21,463$42,303
SPDR S&P 500 ETF TR (SPY) 57,956 -14,446 $30,407
     SPY57,956-14,446$30,407
ISHARES TR (IVE) 157,504 -3,755 $29,423
     IVE157,504-3,755$29,423
BROADCOM INC 17,991 -1,877 $23,846
     AVGO17,991-1,877$23,846
AMAZON COM INC 131,435 -4,980 $23,708
     AMZN131,435-4,980$23,708
LAM RESEARCH CORP 24,009 -1,241 $23,372
     LRCX24,009-1,241$23,372
ISHARES TR (AGG) 236,362 +15,959 $23,149
     AGG236,362+15,959$23,149
ALPHABET INC 153,176 +200 $23,119
     GOOGL153,176+200$23,119
SELECT SECTOR SPDR TR (XLI) 183,339 +28,586 $23,093
     XLI183,339+28,586$23,093
INVESCO EXCHANGE TRADED FD T (RSP) 126,994 +43,393 $21,509
     RSP126,994+43,393$21,509
INVESCO EXCH TRADED FD TR II (BKLN) 959,550 +325,959 $20,294
     BKLN959,550+325,959$20,294
JPMORGAN CHASE & CO 93,427 -9,282 $18,713
     JPM93,427-9,282$18,713
ISHARES TR (IVW) 212,250 +4,615 $17,922
     IVW212,250+4,615$17,922
INNOVATOR ETFS TRUST (PJAN) 432,186 +432,186 $16,903
     PJAN432,186+432,186$16,903
UNITEDHEALTH GROUP INC 32,695 -2,312 $16,174
     UNH32,695-2,312$16,174
ABBVIE INC 85,282 -491 $15,530
     ABBV85,282-491$15,530
NVIDIA CORPORATION 17,081 +1,074 $15,434
     NVDA17,081+1,074$15,434
EXXON MOBIL CORP 129,244 +5,625 $15,023
     XOM129,244+5,625$15,023
VANECK ETF TRUST (ANGL) 457,972 -33,025 $13,290
     ANGL457,972-33,025$13,290
GOLDMAN SACHS GROUP INC 29,495 +100 $12,320
     GS29,495+100$12,320
ACCENTURE PLC IRELAND 35,389 +12,231 $12,266
     ACN35,389+12,231$12,266
SCHWAB STRATEGIC TR 198,218 +31,474 $12,101
     SCHB198,218+31,474$12,101
COSTCO WHSL CORP NEW 16,352 -5,895 $11,980
     COST16,352-5,895$11,980
JABIL INC 89,087 +6,731 $11,933
     JBL89,087+6,731$11,933
CHEVRON CORP NEW 74,432 -7,396 $11,741
     CVX74,432-7,396$11,741
ADOBE INC 23,034 -2,711 $11,623
     ADBE23,034-2,711$11,623
FIRST TR EXCH TRADED FD III (FPE) 665,132 +57,131 $11,520
     FPE665,132+57,131$11,520
NOVO NORDISK A S 84,826 -354 $10,968
     NVO84,826-354$10,968
FLEXSHARES TR (QDF) 161,754 -13,104 $10,661
     QDF161,754-13,104$10,661
MCKESSON CORP 19,826 +513 $10,656
     MCK19,826+513$10,656
WALMART INC 173,076 +171,631 $10,448
     WMT173,076+171,631$10,448
CONSTELLATION ENERGY CORP 56,100 +37,674 $10,370
     CEG56,100+37,674$10,370
CUMMINS INC 34,293 +513 $10,104
     CMI34,293+513$10,104
VERTEX PHARMACEUTICALS INC 23,089 +762 $9,652
     VRTX23,089+762$9,652
OREILLY AUTOMOTIVE INC 8,480 +135 $9,573
     ORLY8,480+135$9,573
CRH PLC 108,806 +1,773 $9,423
     CRH108,806+1,773$9,423
HOME DEPOT INC 24,434 -4,331 $9,373
     HD24,434-4,331$9,373
AMERICAN INTL GROUP INC 118,819 +118,819 $9,288
     AIG118,819+118,819$9,288
FORTINET INC 133,887 +4,291 $9,146
     FTNT133,887+4,291$9,146
CHUBB LIMITED 34,805 +1,427 $9,048
     CB34,805+1,427$9,048
KLA CORP 12,888 +666 $9,003
     KLAC12,888+666$9,003
SPDR SER TR (HYMB) 343,695 +72,214 $8,830
     HYMB343,695+72,214$8,830
REGENERON PHARMACEUTICALS 8,794 +344 $8,464
     REGN8,794+344$8,464
LPL FINL HLDGS INC 31,804 +31,804 $8,403
     LPLA31,804+31,804$8,403
TJX COS INC NEW 82,353 +3,089 $8,352
     TJX82,353+3,089$8,352
LINDE PLC 17,638 +104 $8,190
     LIN17,638+104$8,190
BROADRIDGE FINL SOLUTIONS IN 39,098 +2,290 $8,040
     BR39,098+2,290$8,040
ONEOK INC NEW 99,898 -17,598 $8,009
     OKE99,898-17,598$8,009
BUILDERS FIRSTSOURCE INC 38,264 +5,301 $7,980
     BLDR38,264+5,301$7,980
COCA COLA EUROPACIFIC PARTNE 112,723 +112,723 $7,885
     CCEP112,723+112,723$7,885
CORPAY INC 23,409 +23,409 $7,223
     CPAY23,409+23,409$7,223
HCA HEALTHCARE INC 21,260 +766 $7,091
     HCA21,260+766$7,091
MASTERCARD INCORPORATED 14,386 -1,562 $6,928
     MA14,386-1,562$6,928
ISHARES TR (IVV) 12,936 -13,575 $6,801
     IVV12,936-13,575$6,801
J P MORGAN EXCHANGE TRADED F (JMST) 133,755 +68,870 $6,787
     JMST133,755+68,870$6,787
QUANTA SVCS INC 26,123 +3,011 $6,787
     PWR26,123+3,011$6,787
DISNEY WALT CO 54,506 +54,506 $6,669
     DIS54,506+54,506$6,669
MSCI INC 11,823 -1,464 $6,626
     MSCI11,823-1,464$6,626
WELLTOWER INC 70,863 -3,927 $6,621
     WELL70,863-3,927$6,621
HYATT HOTELS CORP 40,367 +2,788 $6,443
     H40,367+2,788$6,443
THERMO FISHER SCIENTIFIC INC 10,394 -681 $6,045
     TMO10,394-681$6,045
MOLSON COORS BEVERAGE CO 88,326 +2,630 $5,940
     TAP88,326+2,630$5,940
META PLATFORMS INC 11,275 +11,275 $5,475
     META11,275+11,275$5,475
ISHARES TR (IGM) 62,678 +53,015 $5,402
     IGM62,678+53,015$5,402
T MOBILE US INC 32,141 +2,063 $5,246
     TMUS32,141+2,063$5,246
SPDR SER TR (SPYG) 71,532 -2,140 $5,233
     SPYG71,532-2,140$5,233
VANGUARD INDEX FDS (VTI) 19,753 -1,564 $5,134
     VTI19,753-1,564$5,134
J P MORGAN EXCHANGE TRADED F (JSCP) 107,617 +1,781 $5,007
     JSCP107,617+1,781$5,007
ISHARES TR (SHYG) 114,993 -3,231 $4,893
     SHYG114,993-3,231$4,893
SCHWAB STRATEGIC TR 59,687 +20,606 $4,813
     SCHD59,687+20,606$4,813
SPDR GOLD TR (GLD) 22,281 -1,193 $4,584
     GLD22,281-1,193$4,584
ALPHABET INC 29,473 -12,339 $4,488
     GOOG29,473-12,339$4,488
ELI LILLY & CO 5,389 -4,050 $4,192
     LLY5,389-4,050$4,192
LOWES COS INC 15,605 +222 $3,975
     LOW15,605+222$3,975
SPDR SER TR (SPYV) 77,027 +874 $3,859
     SPYV77,027+874$3,859
DEERE & CO 9,092 -13,860 $3,748
     DE9,092-13,860$3,748
DELL TECHNOLOGIES INC 32,245 -3,645 $3,680
     DELL32,245-3,645$3,680
ELEVANCE HEALTH INC 6,471 -125 $3,356
     ELV6,471-125$3,356
J P MORGAN EXCHANGE TRADED F (JEPI) 56,385 -14,260 $3,262
     JEPI56,385-14,260$3,262
CISCO SYS INC 62,169 -49,567 $3,103
     CSCO62,169-49,567$3,103
CARDINAL HEALTH INC 26,659 +685 $2,997
     CAH26,659+685$2,997
CATERPILLAR INC 7,741 -6,398 $2,836
     CAT7,741-6,398$2,836
SELECT SECTOR SPDR TR (XLV) 19,114 +2,374 $2,824
     XLV19,114+2,374$2,824
WASTE MGMT INC DEL 12,990 -9,814 $2,769
     WM12,990-9,814$2,769
BLACKSTONE INC 20,420 -14,148 $2,683
     BX20,420-14,148$2,683
PACER FDS TR 42,883 +17,971 $2,492
     COWZ42,883+17,971$2,492
SCHWAB STRATEGIC TR 30,432 +446 $2,478
     SCHM30,432+446$2,478
DOUBLELINE ETF TRUST (CAPE) 86,165 -48,587 $2,413
     CAPE86,165-48,587$2,413
NOVARTIS AG 23,646 -432 $2,377
     NVS23,646-432$2,377
VANECK ETF TRUST (MOAT) 26,223 +10,844 $2,357
     MOAT26,223+10,844$2,357
STRATEGIC TRUST 73,328 +32,289 $2,286
     RUNN73,328+32,289$2,286
WILLIAMS COS INC 58,346 +395 $2,274
     WMB58,346+395$2,274
MERCK & CO INC 16,918 -21,196 $2,246
     MRK16,918-21,196$2,246
VANGUARD WHITEHALL FDS (VYMI) 32,261 +14,848 $2,220
     VYMI32,261+14,848$2,220
COMCAST CORP NEW 50,031 -2,740 $2,169
     CMCSA50,031-2,740$2,169
VISA INC 7,407 -6,636 $2,067
     V7,407-6,636$2,067
INTUITIVE SURGICAL INC 5,158 -5,566 $2,059
     ISRG5,158-5,566$2,059
SCHWAB STRATEGIC TR 40,751 +3,542 $2,007
     SCHA40,751+3,542$2,007
SCHWAB STRATEGIC TR 21,326 -10,667 $1,977
     SCHG21,326-10,667$1,977
SCHWAB STRATEGIC TR 40,625 +7,700 $1,869
     SCHZ40,625+7,700$1,869
CAPITAL ONE FINL CORP 12,440 +310 $1,852
     COF12,440+310$1,852
KROGER CO 32,025 -149,480 $1,830
     KR32,025-149,480$1,830
INTERPUBLIC GROUP COS INC 48,996 -3,508 $1,599
     IPG48,996-3,508$1,599
WESTROCK CO 32,067 -1,974 $1,586
     WRK32,067-1,974$1,586
GLOBAL X FDS 32,176 -1,719 $1,576
     MLPX32,176-1,719$1,576
DICKS SPORTING GOODS INC 6,835 +6,835 $1,544
     DKS6,835+6,835$1,544
S&P GLOBAL INC 3,582 +2 $1,524
     SPGI3,582+2$1,524
ALLSTATE CORP 8,725 -587 $1,518
     ALL8,725-587$1,518
SPDR SER TR (CWB) 19,809 -15,704 $1,447
     CWB19,809-15,704$1,447
ENTERPRISE PRODS PARTNERS L 49,288 UNCH $1,438
     EPD49,288UNCH$1,438
MCDONALDS CORP 4,974 -145 $1,402
     MCD4,974-145$1,402
SCHWAB STRATEGIC TR 30,825 +1,342 $1,371
     SCHI30,825+1,342$1,371
HEWLETT PACKARD ENTERPRISE C 76,101 -5,363 $1,359
     HPE76,101-5,363$1,359
NIKE INC 14,109 -11,157 $1,331
     NKE14,109-11,157$1,331
CANADIAN NATL RY CO 9,707 -10,670 $1,278
     CNI9,707-10,670$1,278
VANECK ETF TRUST (MOO) 16,744 -57,099 $1,258
     MOO16,744-57,099$1,258
SPDR SER TR (SDY) 9,587 -667 $1,258
     SDY9,587-667$1,258
PIMCO ETF TR (LONZ) 24,508 -7,825 $1,254
     LONZ24,508-7,825$1,254
SCHWAB STRATEGIC TR 32,080 -483 $1,252
     SCHF32,080-483$1,252
ANTERO MIDSTREAM CORP 79,269 -11,554 $1,115
     AM79,269-11,554$1,115
ISHARES TR (ITOT) 8,507 UNCH $981
     ITOT8,507UNCH$981
VANGUARD WHITEHALL FDS (VYM) 7,947 UNCH $962
     VYM7,947UNCH$962
VANGUARD SCOTTSDALE FDS (VCLT) 12,136 +12,136 $949
     VCLT12,136+12,136$949
POWELL INDS INC 6,434 -7,317 $916
     POWL6,434-7,317$916
INVESCO ACTVELY MNGD ETC FD 64,763 -174,606 $898
     PDBC64,763-174,606$898
ISHARES TR (IYW) 6,225 -9 $841
     IYW6,225-9$841
VANGUARD INDEX FDS (VOO) 1,730 +37 $832
     VOO1,730+37$832
TESLA INC 4,692 +9 $825
     TSLA4,692+9$825
ABBOTT LABS 7,106 -221 $808
     ABT7,106-221$808
SCHWAB STRATEGIC TR 12,795 -116 $794
     SCHX12,795-116$794
OLD DOMINION FREIGHT LINE IN 3,420 +1,712 $750
     ODFL3,420+1,712$750
HONEYWELL INTL INC 3,507 -126 $720
     HON3,507-126$720
ISHARES TR (IWN) 4,409 +70 $700
     IWN4,409+70$700
ISHARES TR (DVY) 5,290 -950 $652
     DVY5,290-950$652
ISHARES TR (IYH) 10,317 +6,146 $639
     IYH10,317+6,146$639
JOHNSON & JOHNSON 3,833 -62 $606
     JNJ3,833-62$606
VANGUARD INDEX FDS (VNQ) 7,001 -31,318 $605
     VNQ7,001-31,318$605
SELECT SECTOR SPDR TR (XLF) 14,327 -335 $603
     XLF14,327-335$603
SELECT SECTOR SPDR TR (XLU) 9,183 -821 $603
     XLU9,183-821$603
EATON CORP PLC 1,893 -186 $592
     ETN1,893-186$592
CHIPOTLE MEXICAN GRILL INC 196 -17 $568
     CMG196-17$568
WISDOMTREE TR 11,206 UNCH $564
     USFR11,206UNCH$564
TRI CONTL CORP 18,264 +154 $563
     TY18,264+154$563
ISHARES TR (IJR) 4,983 +1,029 $551
     IJR4,983+1,029$551
J P MORGAN EXCHANGE TRADED F (JPST) 10,717 -2,308 $541
     JPST10,717-2,308$541
INTUIT 812 +57 $528
     INTU812+57$528
ISHARES TR (IWO) 1,915 -395 $519
     IWO1,915-395$519
NUCOR CORP 2,525 -64 $501
     NUE2,525-64$501
QUALCOMM INC 2,916 +66 $494
     QCOM2,916+66$494
ASML HOLDING N V 505 -1,924 $490
     ASML505-1,924$490
ISHARES TR (IWM) 2,327 +51 $489
     IWM2,327+51$489
TARGET CORP 2,695 -349 $478
     TGT2,695-349$478
DIAMONDBACK ENERGY INC 2,357 +95 $467
     FANG2,357+95$467
SELECT SECTOR SPDR TR (XLK) 2,235 -7,766 $466
     XLK2,235-7,766$466
AMPHENOL CORP NEW 3,996 +564 $462
     APH3,996+564$462
INVESCO QQQ TR 1,025 +1,025 $456
     QQQ1,025+1,025$456
PROLOGIS INC. 3,437 UNCH $448
     PLD3,437UNCH$448
PROCTER AND GAMBLE CO 2,714 -4,204 $440
     PG2,714-4,204$440
SHELL PLC 6,409 -575 $430
     SHEL6,409-575$430
ADAMS DIVERSIFIED EQUITY FD 21,577 UNCH $421
     ADX21,577UNCH$421
ISHARES TR (IJH) 6,912 +5,918 $420
     IJH6,912+5,918$420
HP INC 13,463 -82 $411
     HPQ13,463-82$411
DUKE ENERGY CORP NEW 4,089 +69 $395
     DUK4,089+69$395
TEXAS INSTRS INC 2,256 -129 $393
     TXN2,256-129$393
VANGUARD INDEX FDS (VO) 1,547 -30 $387
     VO1,547-30$387
PGIM ETF TR (PULS) 7,620 -69,416 $379
     PULS7,620-69,416$379
VANGUARD INDEX FDS (VUG) 1,084 +1,084 $373
     VUG1,084+1,084$373
RTX CORPORATION 3,812 -319 $372
     RTX3,812-319$372
WELLS FARGO CO NEW 6,362 +1,902 $369
     WFC6,362+1,902$369
INVESCO EXCH TRADED FD TR II (CGW) 6,556 -1,156 $364
     CGW6,556-1,156$364
AMGEN INC 1,267 -6 $360
     AMGN1,267-6$360
ISHARES TR (SUSA) 3,258 +3,258 $356
     SUSA3,258+3,258$356
VANGUARD INDEX FDS (VB) 1,532 +184 $350
     VB1,532+184$350
WOODWARD INC 2,244 UNCH $346
     WWD2,244UNCH$346
ISHARES TR (IJK) 3,742 -164 $341
     IJK3,742-164$341
INVESCO EXCH TRADED FD TR II (SPLV) 4,900 +4,900 $323
     SPLV4,900+4,900$323
EMPIRE ST RLTY OP L P 31,546 UNCH $320
     OGCP31,546UNCH$320
VANGUARD INTL EQUITY INDEX F (VEU) 5,386 +2 $316
     VEU5,386+2$316
ISHARES TR (IJJ) 2,647 UNCH $313
     IJJ2,647UNCH$313
EXELON CORP 8,219 -39,755 $309
     EXC8,219-39,755$309
ISHARES TR (IWF) 917 UNCH $309
     IWF917UNCH$309
METLIFE INC 4,160 -130,498 $308
     MET4,160-130,498$308
NXP SEMICONDUCTORS N V 1,190 -32,802 $297
     NXPI1,190-32,802$297
INNOVATOR ETFS TRUST (PAUG) 8,333 -137,554 $295
     PAUG8,333-137,554$295
ABRDN GOLD ETF TRUST (SGOL) 13,840 -5,000 $294
     SGOL13,840-5,000$294
SPDR INDEX SHS FDS (GNR) 4,997 -650 $289
     GNR4,997-650$289
BOEING CO 1,463 -420 $282
     BA1,463-420$282
MARATHON PETE CORP 1,387 +3 $280
     MPC1,387+3$280
VANGUARD INDEX FDS (VTV) 1,702 +1,702 $277
     VTV1,702+1,702$277
ISHARES TR (IWD) 1,515 -220 $271
     IWD1,515-220$271
INNOVATOR ETFS TRUST (PAPR) 7,966 -281,094 $268
     PAPR7,966-281,094$268
STARBUCKS CORP 2,929 -55,887 $268
     SBUX2,929-55,887$268
ECOLAB INC 1,116 +57 $258
     ECL1,116+57$258
WISDOMTREE TR 2,951 -312 $256
     DHS2,951-312$256
ISHARES GOLD TR (IAU) 5,824 -161,218 $245
     IAU5,824-161,218$245
J P MORGAN EXCHANGE TRADED F (JMUB) 4,805 UNCH $244
     JMUB4,805UNCH$244
PROSHARES TR (TQQQ) 3,959 +3,959 $244
     TQQQ3,959+3,959$244
NORFOLK SOUTHN CORP 946 UNCH $241
     NSC946UNCH$241
ISHARES TR (IBDR) 9,970 +9,970 $238
     IBDR9,970+9,970$238
GENERAL DYNAMICS CORP 839 -1,699 $237
     GD839-1,699$237
DOW INC 4,082 -118 $236
     DOW4,082-118$236
SELECT SECTOR SPDR TR (XLE) 2,494 +1 $235
     XLE2,494+1$235
JANUS DETROIT STR TR 4,612 +4,612 $234
     JAAA4,612+4,612$234
CARRIER GLOBAL CORPORATION 4,016 -117 $233
     CARR4,016-117$233
THE CIGNA GROUP 642 +642 $233
     CI642+642$233
INVESCO EXCHANGE TRADED FD T (PHO) 3,420 +1 $228
     PHO3,420+1$228
UNION PAC CORP 921 -25 $227
     UNP921-25$227
STRYKER CORPORATION 625 -1,373 $224
     SYK625-1,373$224
VANGUARD SPECIALIZED FUNDS (VIG) 1,216 UNCH $222
     VIG1,216UNCH$222
VANGUARD STAR FDS (VXUS) 3,683 +3,683 $222
     VXUS3,683+3,683$222
SPDR SER TR (SPYD) 5,381 UNCH $219
     SPYD5,381UNCH$219
BANK AMERICA CORP      $218
     BAC.PRL180UNCH$218
ARCHER DANIELS MIDLAND CO 3,431 -39,695 $216
     ADM3,431-39,695$216
AMERICAN TOWER CORP NEW 1,046 -1 $207
     AMT1,046-1$207
ORACLE CORP 1,598 +1,598 $201
     ORCL1,598+1,598$201
PIMCO CORPORATE & INCM STRG 10,095 +90 $142
     PCN10,095+90$142
NUVEEN FLOATING RATE INCOME 15,447 +67 $136
     JFR15,447+67$136
EMPIRE ST RLTY OP L P 13,551 +0 $122
     FISK13,551UNCH$122
AMETEK INC $0 (exited)
     AME0-2,759$0
AMERICAN EXPRESS CO $0 (exited)
     AXP0-3,488$0
INNOVATOR ETFS TR $0 (exited)
     BAUG0-232,139$0
BLACKROCK TAX MUNICPAL BD TR $0 (exited)
     BBN0-37,200$0
SPDR SER TR $0 (exited)
     BIL0-11,546$0
BOOKING HOLDINGS INC $0 (exited)
     BKNG0-184$0
BLACKROCK INCOME TR INC $0 (exited)
     BKT0-23,755$0
BOK FINL CORP $0 (exited)
     BOKF0-2,472$0
BLACKROCK CR ALLOCATION INCO $0 (exited)
     BTZ0-85,700$0
DISH NETWORK CORPORATION $0 (exited)
     DISH0-10,000$0
BLACKROCK ENHANCED GOVT FD I $0 (exited)
     EGF0-13,675$0
FLEETCOR TECHNOLOGIES INC $0 (exited)
     FLT0-22,541$0
FIRST TR MTG INCOME FD $0 (exited)
     FMY0-11,600$0
FS CREDIT OPPORTUNITIES CORP $0 (exited)
     FSCO0-17,545$0
HELMERICH & PAYNE INC $0 (exited)
     HP0-8,833$0
ISHARES TR $0 (exited)
     IGV0-1,871$0
ISHARES TR $0 (exited)
     IYC0-9,620$0
NUVEEN MULTI MKT INCOME FD $0 (exited)
     JMM0-38,477$0
DWS MUN INCOME TR NEW $0 (exited)
     KTF0-34,800$0
L3HARRIS TECHNOLOGIES INC $0 (exited)
     LHX0-2,126$0
LOCKHEED MARTIN CORP $0 (exited)
     LMT0-664$0
MFS INTER INCOME TR $0 (exited)
     MIN0-240,694$0
MARATHON OIL CORP $0 (exited)
     MRO0-18,072$0
NUVEEN QUALITY MUNCP INCOME $0 (exited)
     NAD0-36,425$0
NUVEEN TAXABLE MUNICPAL INM $0 (exited)
     NBB0-20,995$0
NUVEEN AMT FREE QLTY MUN INC $0 (exited)
     NEA0-63,584$0
NUVEEN AMT FREE MUN CR INC F $0 (exited)
     NVG0-41,132$0
PUTNAM MASTER INTER INCOME T $0 (exited)
     PIM0-200,225$0
INNOVATOR ETFS TR $0 (exited)
     PMAY0-7,633$0
PUTNAM PREMIER INCOME TR $0 (exited)
     PPT0-131,600$0
PHILLIPS 66 $0 (exited)
     PSX0-2,642$0
ROPER TECHNOLOGIES INC $0 (exited)
     ROP0-945$0
VANECK ETF TRUST $0 (exited)
     SMH0-4,336$0
TCW STRATEGIC INCOME FD INC $0 (exited)
     TSI0-72,848$0
UNILEVER PLC $0 (exited)
     UL0-101,315$0
VANGUARD WORLD FDS $0 (exited)
     VOX0-6,184$0
VERISK ANALYTICS INC $0 (exited)
     VRSK0-1,902$0
VERISIGN INC $0 (exited)
     VRSN0-2,161$0
WABTEC $0 (exited)
     WAB0-3,530$0
SELECT SECTOR SPDR TR 0 -58,818 $0 (exited)
     XLP0-58,818$0

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

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