Transform Wealth, LLC

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CIK 1682266

13F portfolio (2025-Q1)

$1.7B

Positions

242

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2024-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2025-Q1)

Holdings

242

Top 5

29.7%

Top 10

38.5%

Effective N

25.9

HHI

0.039

This quarter

13 new · 0 exit →

By sector

Information Technology32.1%

Unclassified31.5%

Consumer Discretionary7.3%

Industrials6.7%

Financials6.6%

Communication Services4.4%

Health Care3.9%

Energy2.2%

Other5.3%

By market cap

Unknown32.8%

Mega (>$200B)31.7%

Large ($10–200B)18.4%

Mid ($2–10B)17.2%

By region

North America67.2%

Other31.5%

Europe1.1%

Asia-Pacific0.2%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	31.48%	126
Electrical Equipment & Components	17.55%	3
Specialty Retail	6.04%	10
Software	5.40%	5
Technology Hardware & Equipment	5.13%	9
Semiconductors & Semiconductor Equipment	3.92%	5
Commercial Services & Supplies	3.15%	6
Pharmaceuticals & Biotechnology	3.15%	10
Software & IT Services	2.74%	4
Banks	2.59%	5
Machinery	2.38%	7
Oil, Gas & Consumable Fuels	2.22%	8
Utilities	1.99%	6
Capital Markets	1.52%	2
Insurance	1.33%	5
Distributors	1.12%	2
Equity Real Estate Investment Trusts (REITs)	0.99%	2
Diversified Telecommunication Services	0.84%	1
Media & Entertainment	0.82%	1
Beverages	0.79%	2
Aerospace & Defense	0.73%	3
Construction Materials	0.70%	1
Construction & Engineering	0.68%	2
Chemicals	0.61%	3
Health Care Providers & Services	0.54%	1
Transportation Infrastructure	0.44%	1
Marine	0.37%	1
Health Care Equipment & Supplies	0.21%	1
Food & Staples Retailing	0.17%	1
Road & Rail	0.13%	3
Automobiles & Components	0.10%	1
Paper & Forest Products	0.07%	1
Hotels, Restaurants & Leisure	0.05%	2
Communications Equipment	0.02%	1
Tobacco	0.02%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	POWL	POWELL INDUSTRIES INC	Information Technology	16.79%
2	AAPL	Apple Inc.	Information Technology	3.92%
3	SGOV	ISHARES TR	Unclassified	3.67%
4	MSFT	MICROSOFT CORP	Information Technology	3.43%
5	NVDA	NVIDIA CORP	Information Technology	1.93%
6	AGG	ISHARES TR	Unclassified	1.91%
7	AMZN	AMAZON COM INC	Consumer Discretionary	1.85%
8	AVGO	Broadcom Inc.	Information Technology	1.73%
9	IVW	ISHARES TR	Unclassified	1.64%
10	JPM	JPMORGAN CHASE & CO	Financials	1.64%

116/242 names classified · sector 68.5% of weight · industry 68.5% · mkt cap 67.2%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 36 quarters

Information TechnologyAAPL, POWL, MSFT, ADBE, CHKP · other

FinancialsUNH, JPM, BRK.B, BNY, BNS · other

Consumer DiscretionaryAMZN, COST, HD, TGT, SBUX · other

IndustrialsACN, LRCX, BA, BR, FDX · other

Health CareABBV, JNJ, AMGN, BMY, BIIB · other

Communication ServicesGOOGL, META, GOOG, DIS, VZ · other

EnergyAR, XOM, CVX, VLO, COP · other

MaterialsPG, CL, APD, GLW, CLX · other

UtilitiesEXC, OKE, CEG, VST, AM · other

Consumer StaplesADM, CVS, GIS, ACI, KDP · other

Real EstateCBRE, WELL, O, OHI, DLR · other

UnclassifiedJPST, VOO, PULS, ANTERO MIDSTREAM GP LP, POCT · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 68.5% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2025-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (109 classified)Transform Wealth, LLC centroid (Mid Growth)

Information TechnologyConsumer DiscretionaryIndustrialsFinancialsCommunication ServicesHealth CareEnergyUtilitiesMaterialsReal EstateConsumer Staples

Style box summary for Transform Wealth, LLC: centroid Mid Growth. Heaviest cells: Large Growth 27.8%, Small Growth 17.2%, Large Core 12.4%.

Classified: 67.1% of book weight (109/241 names) · unclassified 32.9%: SGOV, AGG, IVW, SCHB, VOO, IVE, XLF, IAU, IVV, JMBS +122 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 242 positions (2025-Q1) · largest first · Δ vs 2024-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	POWLPOWELL INDS INC	1,627,909	$277M	16.8%	HOLD
2	AAPLAPPLE INC	291,582	$65M	3.9%	HOLD
3	SGOVISHARES TR	601,611	$61M	3.7%	HOLD
4	MSFTMICROSOFT CORP	150,910	$57M	3.4%	HOLD
5	NVDANVIDIA CORPORATION	293,259	$32M	1.9%	HOLD
6	AGGISHARES TR	318,010	$31M	1.9%	ADD 15%
7	AMZNAMAZON COM INC	160,930	$31M	1.9%	ADD 3%
8	AVGOBROADCOM INC	170,848	$29M	1.7%	TRIM −6%
9	IVWISHARES TR	291,475	$27M	1.6%	ADD 40%
10	JPMJPMORGAN CHASE & CO	110,301	$27M	1.6%	HOLD
11	SCHBSCHWAB STRATEGIC TR	1,084,059	$23M	1.4%	HOLD
12	GOOGLALPHABET INC	150,577	$23M	1.4%	HOLD
13	VOOVANGUARD INDEX FDS	44,559	$23M	1.4%	TRIM −9%
14	IVEISHARES TR	116,629	$22M	1.3%	TRIM −20%
15	XLFSELECT SECTOR SPDR TR	427,546	$21M	1.3%	ADD 6%
16	GSGOLDMAN SACHS GROUP INC	38,187	$21M	1.3%	ADD 15%
17	WMTWALMART INC	220,655	$19M	1.2%	HOLD
18	ABBVABBVIE INC	90,628	$19M	1.1%	TRIM −4%
19	XOMEXXON MOBIL CORP	150,557	$18M	1.1%	HOLD
20	IAUISHARES GOLD TR	302,683	$18M	1.1%	HOLD
21	COSTCOSTCO WHSL CORP NEW	18,859	$18M	1.1%	HOLD
22	LRCXLAM RESEARCH CORP	237,423	$17M	1.0%	HOLD
23	MCKMCKESSON CORP	23,919	$16M	1.0%	HOLD
24	ACNACCENTURE PLC IRELAND	51,367	$16M	1.0%	HOLD
25	WELLWELLTOWER INC	104,512	$16M	1.0%	HOLD
26	IVVISHARES TR	27,910	$16M	0.9%	ADD 97%
27	CVXCHEVRON CORP NEW	91,885	$15M	0.9%	HOLD
28	METAMETA PLATFORMS INC	26,548	$15M	0.9%	HOLD
29	JMBSJANUS DETROIT STR TR	334,255	$15M	0.9%	ADD 10%
30	AERAERCAP HOLDINGS NV	146,854	$15M	0.9%	ADD 15%
31	FPEFirst Trust Preferred Secs & Inc ETF	850,386	$15M	0.9%	HOLD
32	CEGCONSTELLATION ENERGY CORP	74,016	$15M	0.9%	HOLD
33	CRMSALESFORCE INC	55,565	$15M	0.9%	ADD 3%
34	XLKSELECT SECTOR SPDR TR	69,146	$14M	0.9%	ADD 33%
35	TMUST-MOBILE US INC	52,140	$14M	0.8%	TRIM −4%
36	MAMASTERCARD INCORPORATED	24,975	$14M	0.8%	ADD 59%
37	NFLXNETFLIX INC	14,597	$14M	0.8%	ADD 61%
38	CMICUMMINS INC	42,084	$13M	0.8%	ADD 10%
39	CCEPCOCA-COLA EUROPACIFIC PARTNE	146,990	$13M	0.8%	ADD 6%
40	OKEONEOK INC NEW	127,944	$13M	0.8%	HOLD
41	CBCHUBB LIMITED	40,844	$12M	0.7%	HOLD
42	TJXTJX COS INC NEW	101,416	$12M	0.7%	HOLD
43	LLYELI LILLY & CO	14,912	$12M	0.7%	ADD 92%
44	VRTXVERTEX PHARMACEUTICALS INC	24,728	$12M	0.7%	HOLD
45	FLTRVANECK ETF TRUST	467,309	$12M	0.7%	NEW
46	BKLNINVESCO EXCH TRADED FD TR II	567,835	$12M	0.7%	TRIM −37%
47	CRHCRH PLC	130,233	$12M	0.7%	ADD 4%
48	HONHONEYWELL INTL INC	53,417	$11M	0.7%	TRIM −17%
49	BNYBANK NEW YORK MELLON CORP	131,101	$11M	0.7%	ADD 4%
50	PWRQUANTA SVCS INC	42,983	$11M	0.7%	HOLD
51	HDHOME DEPOT INC	29,675	$11M	0.7%	HOLD
52	SPYSTATE STR SPDR S&P 500 ETF T	18,605	$10M	0.6%	TRIM −67%
53	GEGE AEROSPACE	51,620	$10M	0.6%	HOLD
54	GLDSPDR GOLD TR	35,586	$10M	0.6%	HOLD
55	BRBROADRIDGE FINL SOLUTIONS IN	42,086	$10M	0.6%	HOLD
56	LONZPIMCO ETF TR	193,456	$10M	0.6%	TRIM −5%
57	ORCLORACLE CORP	66,408	$9M	0.6%	ADD 4056%
58	LINLINDE PLC	19,622	$9M	0.6%	TRIM −2%
59	HCAHCA HEALTHCARE INC	25,904	$9M	0.5%	ADD 2%
60	ADBEADOBE INC	20,613	$8M	0.5%	TRIM −19%
61	JSCPJ P MORGAN EXCHANGE TRADED F	164,368	$8M	0.5%	ADD 39%
62	PGRPROGRESSIVE CORP	27,298	$8M	0.5%	ADD 13%
63	BKNGBOOKING HOLDINGS INC	1,585	$7M	0.4%	NEW
64	PULSPGIM ETF TR	128,603	$6M	0.4%	ADD 1652%
65	GOOGALPHABET INC	39,051	$6M	0.4%	TRIM −3%
66	CATCATERPILLAR INC	18,438	$6M	0.4%	HOLD
67	KLACKLA CORP	8,873	$6M	0.4%	HOLD
68	NCLHNORWEGIAN CRUISE LINE HLDGS	317,943	$6M	0.4%	NEW
69	HYLBDBX ETF TR	166,491	$6M	0.4%	TRIM −14%
70	TMOTHERMO FISHER SCIENTIFIC INC	11,458	$6M	0.3%	HOLD
71	SPYGSPDR SERIES TRUST STATE STREET SPD	70,089	$6M	0.3%	TRIM −3%
72	VGKVANGUARD INTL EQUITY INDEX F	79,562	$6M	0.3%	NEW
73	JMSTJ P MORGAN EXCHANGE TRADED F	108,104	$5M	0.3%	TRIM −65%
74	VVISA INC	15,566	$5M	0.3%	ADD 5%
75	WMWASTE MGMT INC DEL	20,509	$5M	0.3%	HOLD
76	IGMISHARES TR	51,245	$5M	0.3%	TRIM −48%
77	VGSHVANGUARD SHORT-TERM TREASURY ETF	78,941	$5M	0.3%	TRIM −20%
78	SPYVSPDR SERIES TRUST	85,606	$4M	0.3%	ADD 3%
79	QDFFLEXSHARES TR	61,155	$4M	0.3%	TRIM −10%
80	BXBLACKSTONE INC	29,741	$4M	0.3%	TRIM −6%
81	VFLOVICTORY PORTFOLIOS II	118,520	$4M	0.2%	TRIM −11%
82	RUNNSTRATEGIC TRUST	118,904	$4M	0.2%	TRIM −9%
83	CLOZSERIES PORTFOLIOS TR	138,314	$4M	0.2%	TRIM −19%
84	SCHDSCHWAB STRATEGIC TR	131,436	$4M	0.2%	TRIM −32%
85	SHYISHARES TR	42,845	$4M	0.2%	HOLD
86	ISRGINTUITIVE SURGICAL INC	6,900	$3M	0.2%	TRIM −16%
87	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	135,424	$3M	0.2%	TRIM −16%
88	TSMTAIWAN SEMICONDUCTOR MFG LTD	20,248	$3M	0.2%	HOLD
89	LOWLOWES COS INC	13,817	$3M	0.2%	TRIM −5%
90	BRK.ABERKSHIRE HATHAWAY INC DEL	4	$3M	0.2%	NEW
91	NVSNOVARTIS AG	27,573	$3M	0.2%	HOLD
92	MLPXGLOBAL X FDS	48,492	$3M	0.2%	TRIM −10%
93	CGDVCAPITAL GROUP DIVIDEND VALUE	85,858	$3M	0.2%	TRIM −11%
94	XLCSELECT SECTOR SPDR TR	31,420	$3M	0.2%	ADD 6%
95	IYFISHARES TR	26,476	$3M	0.2%	NEW
96	WMBWILLIAMS COS INC	49,810	$3M	0.2%	TRIM −6%
97	SLVISHARES SILVER TR	95,545	$3M	0.2%	ADD 2%
98	MOATVANECK ETF TRUST	33,316	$3M	0.2%	TRIM −7%
99	KRKROGER CO	40,366	$3M	0.2%	ADD 45%
100	VGITVANGUARD SCOTTSDALE FDS	45,195	$3M	0.2%	TRIM −23%
101	WFCWELLS FARGO CO NEW	37,099	$3M	0.2%	TRIM −8%
102	VDEVANGUARD WORLD FD	20,310	$3M	0.2%	TRIM −9%
103	CSCOCISCO SYS INC	41,365	$3M	0.2%	ADD 364%
104	DELLDELL TECHNOLOGIES INC	27,441	$3M	0.2%	TRIM −5%
105	GILDGILEAD SCIENCES INC	22,137	$2M	0.2%	NEW
106	CAHCARDINAL HEALTH INC	17,715	$2M	0.1%	ADD 75%
107	RSPINVESCO EXCHANGE TRADED FD T	13,983	$2M	0.1%	TRIM −27%
108	WSMWILLIAMS SONOMA INC	15,205	$2M	0.1%	ADD 5%
109	MOOVANECK ETF TRUST	33,269	$2M	0.1%	TRIM −24%
110	DKSDICKS SPORTING GOODS INC	11,089	$2M	0.1%	HOLD
111	EMREMERSON ELEC CO	20,395	$2M	0.1%	TRIM −64%
112	HPEHEWLETT PACKARD ENTERPRISE C	136,569	$2M	0.1%	HOLD
113	IDVISHARES TR	68,032	$2M	0.1%	TRIM −13%
114	DVYAISHARES INC	58,421	$2M	0.1%	TRIM −12%
115	SCHZSCHWAB STRATEGIC TR	87,209	$2M	0.1%	TRIM −6%
116	SCHASCHWAB STRATEGIC TR	86,167	$2M	0.1%	TRIM −8%
117	DVYEISHARES INC	72,073	$2M	0.1%	TRIM −12%
118	SCHFSCHWAB STRATEGIC TR	98,207	$2M	0.1%	TRIM −3%
119	SPGIS&P GLOBAL INC	3,698	$2M	0.1%	HOLD
120	COFCAPITAL ONE FINL CORP	10,405	$2M	0.1%	TRIM −4%
121	SCHMSCHWAB STRATEGIC TR	67,830	$2M	0.1%	TRIM −29%
122	IYJISHARES TR	13,461	$2M	0.1%	NEW
123	QQQINVESCO QQQ TR	3,518	$2M	0.1%	ADD 12%
124	ASMLASML HOLDING N V	2,400	$2M	0.1%	HOLD
125	TSLATESLA INC	6,058	$2M	0.1%	TRIM −2%
126	VFMFVANGUARD WELLINGTON FD	12,170	$2M	0.1%	TRIM −18%
127	SJNKSPDR SERIES TRUST	58,169	$1M	0.1%	TRIM −58%
128	EPDENTERPRISE PRODS PARTNERS L	40,274	$1M	0.1%	TRIM −13%
129	ABTABBOTT LABS	10,076	$1M	0.1%	TRIM −8%
130	UNHUNITEDHEALTH GROUP INC	2,512	$1M	0.1%	TRIM −75%
131	UNPUNION PAC CORP	5,344	$1M	0.1%	HOLD
132	SWSMURFIT WESTROCK PLC	27,275	$1M	0.1%	TRIM −3%
133	EMLCVANECK ETF TRUST	51,422	$1M	0.1%	HOLD
134	VYMVANGUARD WHITEHALL FDS	8,947	$1M	0.1%	TRIM −17%
135	COPCONOCOPHILLIPS	10,908	$1M	0.1%	HOLD
136	SGOLETFS GOLD TR	37,229	$1M	0.1%	TRIM −11%
137	VGTVANGUARD WORLD FD	2,020	$1M	0.1%	TRIM −4%
138	MUBISHARES TR	9,635	$1M	0.1%	NEW
139	VTIVANGUARD INDEX FDS	3,616	$993,847	0.1%	TRIM −2%
140	DVYISHARES TR	7,207	$967,829	0.1%	TRIM −4%
141	IGIBISHARES TR	18,027	$946,754	0.1%	ADD 22%
142	FTHIFIRST TR EXCHANGE TRADED FD	41,631	$910,049	0.1%	NEW
143	SIVRABRDN SILVER ETF TRUST	27,294	$887,328	0.1%	TRIM −8%
144	SCHXSCHWAB U.S. LARGE-CAP ETF	36,168	$798,581	0.0%	TRIM −3%
145	VXUSVANGUARD STAR FDS	12,742	$791,269	0.0%	ADD 21%
146	BBNBLACKROCK TAX MUNICPAL BD TR	47,316	$789,231	0.0%	ADD 36%
147	IYWISHARES TR	5,602	$786,709	0.0%	TRIM −4%
148	SDYSPDR SER TR	5,662	$768,221	0.0%	TRIM −25%
149	XLVSELECT SECTOR SPDR TR	5,150	$751,952	0.0%	TRIM −30%
150	SCHISCHWAB STRATEGIC TR	33,420	$750,607	0.0%	TRIM −45%
151	ITOTISHARES TR	5,908	$720,871	0.0%	TRIM −6%
152	EOGEOG RES INC	5,467	$701,089	0.0%	TRIM −8%
153	VUGVANGUARD INDEX FDS	1,816	$673,514	0.0%	ADD 2%
154	DUKDUKE ENERGY CORP NEW	5,426	$661,788	0.0%	TRIM −6%
155	FTNTFORTINET INC	6,676	$642,632	0.0%	TRIM −5%
156	PGPROCTER AND GAMBLE CO	3,689	$628,652	0.0%	TRIM −13%
157	JNJJOHNSON & JOHNSON	3,679	$610,190	0.0%	TRIM −14%
158	ADPAUTOMATIC DATA PROCESSING IN	1,981	$608,235	0.0%	HOLD
159	FINSANGEL OAK FINL STRATEGIES IN	43,350	$584,358	0.0%	HOLD
160	USFRWISDOMTREE TR	11,242	$565,810	0.0%	HOLD
161	TYTRI CONTL CORP	18,437	$565,459	0.0%	HOLD
162	PPTPUTNAM PREMIER INCOME TR	156,049	$563,337	0.0%	HOLD
163	ODFLOLD DOMINION FREIGHT LINE IN	3,397	$562,040	0.0%	TRIM −3%
164	PIMPUTNAM MASTER INTER INCOME T	169,225	$561,827	0.0%	HOLD
165	JEPIJPMorgan Equity Premium Income ETF	9,594	$548,202	0.0%	TRIM −64%
166	NBBNUVEEN TAXABLE MUNICPAL INM	33,690	$542,965	0.0%	HOLD
167	KTFDWS MUN INCOME TR	57,714	$541,358	0.0%	HOLD
168	TXNTEXAS INSTRS INC	3,011	$541,077	0.0%	HOLD
169	MINMFS INTER INCOME TR	201,094	$540,943	0.0%	HOLD
170	VTVVANGUARD INDEX FDS	3,066	$529,552	0.0%	HOLD
171	FANGDIAMONDBACK ENERGY INC	3,284	$525,096	0.0%	TRIM −14%
172	IWNISHARES TR	3,386	$511,274	0.0%	TRIM −26%
173	IWOISHARES TR	1,992	$509,134	0.0%	TRIM −2%
174	JPSTJ P MORGAN EXCHANGE TRADED F	9,968	$504,680	0.0%	TRIM −12%
175	JAAAJANUS DETROIT STR TR	9,913	$502,689	0.0%	ADD 12%
176	ORLYOREILLY AUTOMOTIVE INC	346	$495,673	0.0%	TRIM −16%
177	SHELSHELL PLC	6,750	$494,641	0.0%	HOLD
178	APHAMPHENOL CORP	7,396	$486,410	0.0%	TRIM −6%
179	MRKMERCK & CO INC	5,324	$482,655	0.0%	TRIM −85%
180	RTXRTX CORPORATION	3,417	$452,599	0.0%	TRIM −8%
181	DEDEERE & CO	941	$442,984	0.0%	TRIM −21%
182	MCDMCDONALDS CORP	1,399	$437,078	0.0%	TRIM −8%
183	INTUINTUIT	705	$432,863	0.0%	TRIM −20%
184	VYMIVANGUARD WHITEHALL FDS	5,814	$428,413	0.0%	TRIM −20%
185	ADXADAMS DIVERSIFIED EQUITY FD	21,577	$409,743	0.0%	HOLD
186	IWMISHARES TR	2,047	$408,267	0.0%	TRIM −28%
187	VMBSVANGUARD SCOTTSDALE FDS	8,746	$405,025	0.0%	ADD 28%
188	IWFISHARES TR	1,120	$404,350	0.0%	TRIM −16%
189	QCOMQUALCOMM INC	2,615	$401,691	0.0%	TRIM −4%
190	PMPHILIP MORRIS INTL INC	2,500	$400,214	0.0%	HOLD
191	VBVANGUARD INDEX FDS	1,799	$398,913	0.0%	HOLD
192	VOVANGUARD INDEX FDS	1,504	$388,907	0.0%	TRIM −3%
193	IJRISHARES TR	3,583	$374,698	0.0%	TRIM −17%
194	AMGNAMGEN INC	1,189	$370,479	0.0%	TRIM −12%
195	ETNEATON CORP PLC	1,354	$368,058	0.0%	TRIM −11%
196	XLISELECT SECTOR SPDR TR	2,796	$366,472	0.0%	TRIM −39%
197	SPLVINVESCO EXCH TRADED FD TR II	4,900	$366,128	0.0%	HOLD
198	CMGCHIPOTLE MEXICAN GRILL INC	7,050	$353,981	0.0%	TRIM −24%
199	DWXSPDR INDEX SHS FDS	9,193	$352,644	0.0%	HOLD
200	ELVELEVANCE HEALTH INC FORMERLY	800	$347,968	0.0%	TRIM −87%

showing the top 200 by weight

☆Transform Wealth, LLC