Transform Wealth, LLC

Q2 2017 13F Holdings Report, Stock Holdings

Signature - Title
Craig Carnick - CCO
Location
Greenwood Village, CO
Holdings as of
June 30, 2017
Value $
$88.7M
Num holdings
63
Date filed
8/1/2017, 05:45 PM
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 - May 4, 2017
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 7/31/2017

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.