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Mark J. Riley

@Transform Wealth, Llc

Latest period2024 - Q4ReportedManaged Assets$1.802BTotal holdings261
Assets growth rate19.38%Assets growth rate (2-Q avg)16.34%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Transform Wealth, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 261 positions.

Assets under management

The assets under management (AUM) of Transform Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.802B in assets, with a quarterly growth rate of 19.38% and a 2-quarter average growth rate of 16.34%. The portfolio is managed by Mark J. Riley, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
POWLPowell Inds Inc
Recent Activity
Decreased -2.73%
20.03%
$360.848M
1.628M shares@ $221.66 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -21.86%
1.86%
$33.39M
56,781 shares@ $588.06 avg price
HYLBDbx Etf Tr
Recent Activity
Decreased -20.57%
0.39%
$6.957M
192,813 shares@ $36.09 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -14.05%
0.28%
$5.003M
9,890 shares@ $505.84 avg price
QDFFlexshares Tr
Recent Activity
Decreased -80.26%
0.27%
$4.799M
68,027 shares@ $70.56 avg price
CLOZSeries Portfolios Tr
Recent Activity
Decreased -14.5%
0.26%
$4.618M
170,246 shares@ $27.13 avg price
JBBBJanus Detroit Str Tr
Recent Activity
Decreased -14.42%
0.26%
$4.599M
93,550 shares@ $49.17 avg price
MOATVaneck Etf Trust
Recent Activity
Decreased -10%
0.19%
$3.338M
36,000 shares@ $92.73 avg price
DELLDell Technologies Inc
Recent Activity
Decreased -4.46%
0.19%
$3.317M
28,783 shares@ $115.25 avg price
MLPXGlobal X Fds
Recent Activity
Decreased -17.33%
0.19%
$3.279M
54,107 shares@ $60.62 avg price