Transform Wealth, LLC

Q4 2018 13F Holdings Report, Stock Holdings

Signature - Title
Craig Carnick - Chief Operations Officer
Location
Colorado Springs
Holdings as of
31 Dec 2018
Value $
$485M
Num holdings
180
Filing time
30 Jan 2019, 16:25:04 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SPY, MSFT, AMGP, AAPL, and DIS.
Previous filing
Q3 2018 - 25 Oct 2018
Next filing
Q1 2019 - 12 Apr 2019
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2018 Q4 compared to 2018 Q3 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 Chief Operations Officer Colorado Springs, Colorado 23 Jan 2019

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.