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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Transform Wealth, LLC

Quarter ended Q2 2023 · Filed April 14, 2023 · Accession 0001085146-23-001674

Total Value
$1.06B
Positions
251
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (251)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL279,949$46.2M4.35%
2MICROSOFT CORPMSFT142,905$41.2M3.89%
3INNOVATOR ETFS TRINHD893,144$27.4M2.58%
4ISHARES TR46436E718262,439$26.4M2.49%
5SPDR S&P 500 ETF TRSPY57,775$23.7M2.24%
6ISHARES TR464287408155,972$23.7M2.23%
7PGIM ETF TR69344A107466,740$23.0M2.17%
8ISHARES TR464287226207,588$20.7M1.95%
9UNITEDHEALTH GROUP INCUNH42,806$20.2M1.91%
10ABBVIE INCABBV119,912$19.1M1.80%
11CHEVRON CORP NEWCVX104,867$17.1M1.61%
12ARCHER DANIELS MIDLAND COADM204,456$16.3M1.54%
13ALPHABET INCGOOG154,817$16.1M1.51%
14JPMORGAN CHASE & COVYLD123,085$16.0M1.51%
15SCHWAB STRATEGIC TR808524102329,702$15.8M1.49%
16SELECT SECTOR SPDR TR81369Y80399,730$15.1M1.42%
17CISCO SYS INCCSCO278,422$14.6M1.37%
18AMAZON COM INCAMZN136,618$14.1M1.33%
19COSTCO WHSL CORP NEW22160K10528,086$14.0M1.32%
20VANECK ETF TRUST92189F700154,712$13.4M1.27%
21EXXON MOBIL CORPXOM121,804$13.4M1.26%
22ACCENTURE PLC IRELANDACN46,294$13.2M1.25%
23HOME DEPOT INCHD44,702$13.2M1.24%
24ISHARES TR464287309205,044$13.1M1.24%
25ISHARES GOLD TRIAU340,658$12.7M1.20%
26J P MORGAN EXCHANGE TRADED F46641Q332232,957$12.7M1.20%
27BROADCOM INCAVGO19,706$12.6M1.19%
28METLIFE INCMET-PF214,449$12.4M1.17%
29LAM RESEARCH CORPLRCX22,592$12.0M1.13%
30ONEOK INC NEWOKE168,270$10.7M1.01%
31SPDR SER TR78468R663113,129$10.4M0.98%
32FIRST TR EXCH TRADED FD III33739E108628,713$10.0M0.95%
33LILLY ELI & COLLY28,231$9.7M0.91%
34GOLDMAN SACHS GROUP INCGSCE29,487$9.6M0.91%
35FLEXSHARES TRFLEX176,539$9.6M0.91%
36BRISTOL-MYERS SQUIBB COCELG-RI135,820$9.4M0.89%
37WASTE MGMT INC DEL94106L10957,136$9.3M0.88%
38DEERE & CODE22,455$9.3M0.88%
39TARGET CORPTGT52,304$8.7M0.82%
40KROGER COKR173,646$8.6M0.81%
41SPDR GOLD TRGLD46,502$8.5M0.80%
42ADOBE SYSTEMS INCORPORATEDADBE22,027$8.5M0.80%
43GENERAL DYNAMICS CORPGD37,127$8.5M0.80%
44THERMO FISHER SCIENTIFIC INCTMO14,215$8.2M0.77%
45NUCOR CORPNUE52,269$8.1M0.76%
46CVS HEALTH CORPCVS108,650$8.1M0.76%
47VANGUARD INDEX FDS92290876938,488$7.9M0.74%
48FORTINET INCFTNT116,592$7.7M0.73%
49CUMMINS INCCMI32,133$7.7M0.72%
50ULTA BEAUTY INCULTA13,634$7.4M0.70%
51MERCK & CO INCMRK67,532$7.2M0.68%
52OREILLY AUTOMOTIVE INC67103H1078,448$7.2M0.68%
53VERTEX PHARMACEUTICALS INCVRTX22,124$7.0M0.66%
54CHUBB LIMITEDCB35,607$6.9M0.65%
55EMERSON ELEC COEMR73,719$6.4M0.61%
56CATERPILLAR INCCAT28,053$6.4M0.61%
57STARBUCKS CORPSBUX61,451$6.4M0.60%
58CAPITAL ONE FINL CORP14040H10566,198$6.4M0.60%
59ISHARES TR46428841458,911$6.3M0.60%
60VISA INCV27,947$6.3M0.59%
61BLACKSTONE INCBX71,444$6.3M0.59%
62ALPHABET INCGOOG60,204$6.3M0.59%
63INTUITIVE SURGICAL INCISRG23,964$6.1M0.58%
64J P MORGAN EXCHANGE TRADED F46641Q654118,076$6.0M0.57%
65NIKE INCNKE47,634$5.9M0.55%
66NXP SEMICONDUCTORS N VNXPI30,904$5.8M0.55%
67ISHARES TR46428720013,456$5.5M0.52%
68SELECT SECTOR SPDR TR81369Y30872,381$5.4M0.51%
69SCHWAB STRATEGIC TR808524607125,896$5.3M0.50%
70TJX COS INC NEW87254010963,358$5.0M0.47%
71AMERICAN TOWER CORP NEW03027X10024,123$4.9M0.46%
72SCHWAB CHARLES CORPSCHW-PJ93,907$4.9M0.46%
73SPDR SER TR78464A40987,166$4.8M0.46%
74MCKESSON CORPMCK13,519$4.8M0.45%
75HCA HEALTHCARE INCHCA18,247$4.8M0.45%
76J P MORGAN EXCHANGE TRADED F46641Q274103,547$4.8M0.45%
77CANADIAN NATL RY CO13637510240,552$4.8M0.45%
78JOHNSON & JOHNSONJNJ28,477$4.4M0.42%
79HYATT HOTELS CORPH35,629$4.0M0.38%
80SCHWAB STRATEGIC TR80852450858,350$4.0M0.37%
81UNITED RENTALS INCURI9,601$3.8M0.36%
82US BANCORP DELUSB-PS101,262$3.7M0.35%
83FIDELITY COVINGTON TRUST316092402163,285$3.7M0.35%
84SCHLUMBERGER LTDSLB72,595$3.6M0.34%
85NVIDIA CORPORATIONNVDA12,793$3.6M0.34%
86SCHWAB STRATEGIC TR80852430053,840$3.5M0.33%
87ALLSTATE CORPALL-PJ30,888$3.4M0.33%
88LOWES COS INC54866110716,932$3.4M0.32%
89INTERPUBLIC GROUP COS INCINTR90,910$3.4M0.32%
90S&P GLOBAL INCSPGI9,602$3.3M0.31%
91CF INDS HLDGS INC12526910044,786$3.2M0.31%
92ELEVANCE HEALTH INCELV6,939$3.2M0.30%
93SPDR SER TR78464A50877,342$3.1M0.30%
94ISHARES TR46434V40773,715$3.1M0.29%
95ISHARES TR4642875498,971$3.0M0.29%
96SCHWAB STRATEGIC TR80852483963,850$3.0M0.28%
97PROCTER AND GAMBLE CO74271810918,720$2.8M0.26%
98DOUBLELINE ETF TRUST25861R204122,453$2.8M0.26%
99WISDOMTREE TRWT69,757$2.6M0.25%
100SCHWAB STRATEGIC TR80852479734,500$2.5M0.24%
101ISHARES TR46434V45667,979$2.4M0.23%
102EXELON CORPEXC56,497$2.4M0.22%
103SCHWAB STRATEGIC TR80852480566,684$2.3M0.22%
104SELECT SECTOR SPDR TR81369Y20916,718$2.2M0.20%
105TEXAS INSTRS INC88250810411,596$2.2M0.20%
106NUVEEN AMT FREE QLTY MUN INCNU191,414$2.1M0.20%
107MASTERCARD INCORPORATEDMA5,070$1.8M0.17%
108BLACKROCK CR ALLOCATION INCOBLK175,400$1.8M0.17%
109KEURIG DR PEPPER INCKDP50,199$1.8M0.17%
110INNOVATOR ETFS TRINHD60,493$1.8M0.17%
111WILLIAMS COS INC96945710059,508$1.8M0.17%
112SPDR SER TR78464A76314,320$1.8M0.17%
113CONSTELLATION ENERGY CORPCEG20,131$1.6M0.15%
114DELL TECHNOLOGIES INCDELL37,916$1.5M0.14%
115SPDR SER TR78464A78936,742$1.4M0.14%
116INNOVATOR ETFS TRINHD48,136$1.4M0.13%
117SPDR SER TR78464A35920,272$1.4M0.13%
118MFS INTER INCOME TR55273C107459,000$1.3M0.12%
119ISHARES TR4642877624,654$1.3M0.12%
120ENTERPRISE PRODS PARTNERS L29379210748,792$1.3M0.12%
121FORD MTR CO DEL345370860100,084$1.3M0.12%
122RAYTHEON TECHNOLOGIES CORPRTX12,510$1.2M0.12%
123TRI CONTL CORP89543610345,992$1.2M0.12%
124J P MORGAN EXCHANGE TRADED F46641Q83724,218$1.2M0.11%
125OLD DOMINION FREIGHT LINE INODFL3,490$1.2M0.11%
126PUTNAM MASTER INTER INCOME T746909100363,250$1.2M0.11%
127ISHARES TR4642876556,068$1.1M0.10%
128WESTROCK COWEST34,685$1.1M0.10%
129ISHARES TR4642871688,861$1.0M0.10%
130ABBOTT LABSABLZF9,732$985,5200.09%
131PUTNAM PREMIER INCOME TRPPT271,200$972,5240.09%
132ANTERO MIDSTREAM CORPAM90,823$952,7340.09%
133GLOBAL X FDS37954Y29322,856$913,1160.09%
134ISHARES SILVER TRSLV40,865$903,9350.09%
135VANGUARD WHITEHALL FDS9219464068,380$884,0900.08%
136HONEYWELL INTL INC4385161064,554$870,3890.08%
137CITIZENS FINL GROUP INCCIA27,487$834,7810.08%
138ISHARES TR4642871509,027$817,3960.08%
139ISHARES TR46428746511,411$816,1220.08%
140TESLA INCTSLA3,861$801,0040.08%
141ADAMS DIVERSIFIED EQUITY FD00621210451,320$798,0200.08%
142NUVEEN QUALITY MUNCP INCOMENU66,525$769,6620.07%
1433M COMMM7,218$758,6500.07%
144INVESCO EXCH TRADED FD TR IIIVZ14,848$740,3400.07%
145ISHARES TR46428868723,672$739,0360.07%
146SELECT SECTOR SPDR TR81369Y60522,616$727,1050.07%
147SCHWAB STRATEGIC TR80852420114,972$724,1790.07%
148ABRDN GOLD ETF TRUST00326A10437,680$711,0220.07%
149SELECT SECTOR SPDR TR81369Y88610,307$697,6690.07%
150ISHARES TR4642877217,499$696,0260.07%
151VANGUARD INDEX FDS9229086293,243$684,1710.06%
152STRYKER CORPORATIONSYK2,385$682,7340.06%
153DUKE ENERGY CORP NEWDUKB6,981$673,4390.06%
154TCW STRATEGIC INCOME FD INC872340104141,296$669,7440.06%
155BEST BUY INCBBY8,422$666,9390.06%
156ISHARES TR4642878046,887$665,9900.06%
157DWS MUN INCOME TR23336810969,600$619,4400.06%
158INVESCO EXCHANGE TRADED FD TIVZ4,253$615,0690.06%
159CARRIER GLOBAL CORPORATIONCARR13,253$606,3100.06%
160BLACKROCK INCOME TR INCBLK47,510$598,1520.06%
161ISHARES TR4642876304,351$596,2270.06%
162VANGUARD INDEX FDS9229083631,564$588,2720.06%
163SPDR INDEX SHS FDS78463X54110,304$588,2040.06%
164HP INCHPQ19,720$583,8340.06%
165AMERICAN EXPRESS COAXP3,512$579,2370.05%
166ISHARES TR4642876482,498$566,5090.05%
167WISDOMTREE TRWT11,067$556,3390.05%
168ALLIANT ENERGY CORPLNT10,400$555,3600.05%
169VANGUARD INTL EQUITY INDEX F9220427759,642$515,5810.05%
170AMEREN CORPAEE5,900$509,7020.05%
171EATON CORP PLCETN2,908$498,2570.05%
172BOEING COBA-PA2,333$495,4370.05%
173ISHARES TR4642875983,169$482,5130.05%
174LOCKHEED MARTIN CORPLMT980$463,1430.04%
175SOUTHERN COSOMN6,600$459,2280.04%
176UNION PAC CORPUNP2,214$445,5160.04%
177PROLOGIS INC.PLDGP3,571$445,4950.04%
178INTUITINTU998$444,9390.04%
179BOOKING HOLDINGS INCBKNG168$444,4590.04%
180ISHARES TR4642875071,760$440,4340.04%
181MSCI INCMSCI768$430,0260.04%
182PEPSICO INCPEP2,342$426,9210.04%
183VANGUARD INDEX FDS9229087512,252$426,7660.04%
184VERISK ANALYTICS INCVRSK2,181$418,4460.04%
185VERISIGN INCVRSN1,970$416,3580.04%
186VANGUARD SPECIALIZED FUNDS9219088442,698$415,4860.04%
187QUALCOMM INCQCOM3,245$413,9980.04%
188ROPER TECHNOLOGIES INCROP917$404,2950.04%
189SHELL PLCRYDAF6,989$402,1750.04%
190DIAMONDBACK ENERGY INCFANG2,965$400,7680.04%
191L3HARRIS TECHNOLOGIES INCLHX1,989$390,2960.04%
192NUVEEN AMT FREE MUN CR INC FNU32,882$388,2040.04%
193POWELL INDS INC7391281069,084$386,8880.04%
194FMC CORPFMC3,130$384,0510.04%
195PINNACLE WEST CAP CORPPNW4,746$376,0740.04%
196DOW INCDOW6,767$370,9550.03%
197INVESCO EXCHANGE TRADED FD TIVZ6,824$364,1060.03%
198PIONEER NAT RES CO7237871071,759$359,1580.03%
199PFIZER INCPFE8,519$347,6030.03%
200MARATHON OIL CORPMARA14,385$344,6700.03%
201FIDELITY NATL INFORMATION SV31620M1066,284$341,4220.03%
202SELECTIVE INS GROUP INC8163001073,468$330,6060.03%
203WISDOMTREE TRWT3,998$328,9530.03%
204PHILLIPS 66PSX3,226$327,0850.03%
205WELLS FARGO CO NEW9497461018,714$325,7300.03%
206AMPHENOL CORP NEW0320951013,932$322,1490.03%
207AMERIPRISE FINL INC03076C1061,045$320,1920.03%
208SELECT SECTOR SPDR TR81369Y7043,146$318,3130.03%
209ISHARES TR4642877053,046$313,0380.03%
210PROSHARES TR74347B42520,328$304,9200.03%
211NUVEEN MULTI-MKT INCOME FDNU52,042$303,5420.03%
212ISHARES TR4642876141,241$303,2540.03%
213HELMERICH & PAYNE INCHP8,364$299,0000.03%
214ISHARES TR4642876064,138$295,9090.03%
215CHIPOTLE MEXICAN GRILL INCCMG170$291,0270.03%
216SCHWAB STRATEGIC TR8085247715,292$290,6480.03%
217MCDONALDS CORPMCD1,026$286,7010.03%
218PAYCHEX INCPAYX2,489$285,2440.03%
219AMGEN INCAMGN1,136$274,5620.03%
220DISCOVER FINL SVCS2547091082,759$272,7250.03%
221WALMART INCWMT1,809$267,7470.03%
222EDWARDS LIFESCIENCES CORPEW3,147$260,3520.02%
223CORTEVA INCCTVA4,200$253,3020.02%
224DUPONT DE NEMOURS INCDD3,400$244,0180.02%
225J P MORGAN EXCHANGE TRADED F46641Q6474,805$243,2780.02%
226BLACKROCK ENHANCED GOVT FD IBLK24,950$243,2640.02%
227LISTED FD TR53656F8478,051$240,1840.02%
228BOK FINL CORP05561Q2012,842$239,8940.02%
229DOMINION ENERGY INCD4,286$239,6310.02%
230WOODWARD INCWWD2,460$239,5310.02%
231SCHWAB STRATEGIC TR8085247557,411$231,7430.02%
232SCHWAB STRATEGIC TR8085247308,799$229,2270.02%
233MARATHON PETE CORPMARA1,698$229,0090.02%
234THE CIGNA GROUP125523100895$228,7000.02%
235EMPIRE ST RLTY OP L P29210220931,546$223,5890.02%
236ABRDN SILVER ETF TRUSTSIVR9,322$215,4320.02%
237SCHWAB STRATEGIC TR8085247634,359$212,1430.02%
238ADAM NAT RES FD INC00548F10510,310$211,9780.02%
239GALLAGHER ARTHUR J & CO3635761091,104$211,1650.02%
240ECOLAB INCECL1,263$209,7340.02%
241ORACLE CORPORCL-PD2,236$207,7670.02%
242NOVO-NORDISK A SNONOF1,291$206,9740.02%
243SCHWAB STRATEGIC TR8085248703,821$204,8190.02%
244NORFOLK SOUTHN CORP655844108946$200,5520.02%
245OWL ROCK CAPITAL CORPORATIONOWL11,345$146,8090.01%
246BLACKROCK MUNIHOLDINGS FD INBLK11,501$138,9960.01%
247NUVEEN FLOATING RATE INCOME6706EN10015,519$125,6140.01%
248WESTERN ASST INFLTN LKD INM95766Q10611,200$96,8800.01%
249EMPIRE ST RLTY OP L P29210230813,565$84,2390.01%
250MFS MUN INCOME TR55273810614,098$75,2880.01%
251FS CREDIT OPPORTUNITIES CORPFSCO12,305$54,6350.01%