Mark J. Riley

@Transform Wealth, Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$1.802B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
LRCXLam Research Corp Recent Activity New Position	0.96%	$17.269M 238,334 shares@ $72.46 avg price	New Position
BKBank New York Mellon Corp Recent Activity New Position	0.54%	$9.683M 126,029 shares@ $76.83 avg price	New Position
EMREmerson Elec Co Recent Activity New Position	0.39%	$7.016M 56,613 shares@ $123.93 avg price	New Position
XLYSelect Sector Spdr Tr Recent Activity New Position	0.38%	$6.806M 30,335 shares@ $224.36 avg price	New Position
PGRProgressive Corp Recent Activity New Position	0.33%	$5.799M 24,204 shares@ $239.61 avg price	New Position
VGSHVanguard Scottsdale Fds Recent Activity New Position	0.33%	$5.772M 99,209 shares@ $58.19 avg price	New Position
SHYIshares Tr Recent Activity New Position	0.2%	$3.549M 43,290 shares@ $81.99 avg price	New Position
SJNKSpdr Ser Tr Recent Activity New Position	0.2%	$3.493M 138,320 shares@ $25.25 avg price	New Position
VGITVanguard Scottsdale Fds Recent Activity New Position	0.19%	$3.383M 58,328 shares@ $58.0 avg price	New Position
VDEVanguard World Fd Recent Activity New Position	0.16%	$2.718M 22,406 shares@ $121.32 avg price	New Position