Transform Wealth, LLC

Q2 2017 13F Holdings Report, Stock Holdings

Signature - Title
Craig Carnick - CCO
Location
Colorado Springs
Holdings as of
30 Jun 2017
Value $
$88.7M
Num holdings
63
Filing time
01 Aug 2017, 17:45:47 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AR, BRKB, BBT, GOOGL, and AAPL.
Previous filing
Q1 2017 - 04 May 2017
Next filing
Q3 2017 - 19 Oct 2017
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2017 Q2 compared to 2017 Q1 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Craig Carnick CCO Colorado Springs, Colorado 31 Jul 2017

CARNICK & KUBIK GROUP LLC WAS FORMED ON APRIL 1, 2016 AND FORMERLLY REPORTED UNDER CARNICK & KUBIK LLC WHICH WITHDREW IT'S RIA REGISTRATION WITH THE SEC ON THAT DATE AS WELL.