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
HELOJ P Morgan Exchange Traded F Recent Activity Exited	0%	$11.827M 193,445 shares@ $61.14 avg price	Exited
SKXSkechers U S A Inc Recent Activity Exited	0%	$7.186M 107,375 shares@ $66.93 avg price	Exited
FLTRVaneck Etf Trust Recent Activity Exited	0%	$5.18M 203,365 shares@ $25.48 avg price	Exited
DEMWisdomtree Tr Recent Activity Exited	0%	$1.832M 41,635 shares@ $44.02 avg price	Exited
OGCPEmpire St Rlty Op L P Recent Activity Exited	0%	$347,006 31,546 shares@ $11.0 avg price	Exited
VEUVanguard Intl Equity Index F Recent Activity Exited	0%	$339,757 5,393 shares@ $63.0 avg price	Exited
TQQQProshares Tr Recent Activity Exited	0%	$311,558 4,295 shares@ $72.54 avg price	Exited
NUENucor Corp Recent Activity Exited	0%	$232,743 1,543 shares@ $150.84 avg price	Exited
DOWDow Inc Recent Activity Exited	0%	$226,340 4,143 shares@ $54.64 avg price	Exited
CIThe Cigna Group Recent Activity Exited	0%	$220,336 636 shares@ $346.45 avg price	Exited