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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
HPEHewlett Packard Enterprise C
Recent Activity
Decreased -2.45%
0.17%
$2.948M
137,245 shares@ $21.48 avg price
WMBWilliams Cos Inc
Recent Activity
Decreased -5.07%
0.16%
$2.876M
53,132 shares@ $54.13 avg price
WFCWells Fargo Co New
Recent Activity
Decreased -82.42%
0.16%
$2.823M
40,187 shares@ $70.24 avg price
NVSNovartis Ag
Recent Activity
Decreased -1.37%
0.16%
$2.715M
27,903 shares@ $97.31 avg price
DKSDicks Sporting Goods Inc
Recent Activity
Decreased -1.48%
0.15%
$2.55M
11,142 shares@ $228.84 avg price
ELVElevance Health Inc
Recent Activity
Decreased -3.11%
0.13%
$2.189M
5,934 shares@ $368.91 avg price
COFCapital One Finl Corp
Recent Activity
Decreased -5.62%
0.11%
$1.931M
10,829 shares@ $178.32 avg price
ANGLVaneck Etf Trust
Recent Activity
Decreased -18.72%
0.11%
$1.853M
64,634 shares@ $28.67 avg price
KRKroger Co
Recent Activity
Decreased -4.34%
0.1%
$1.705M
27,880 shares@ $61.16 avg price
SWSmurfit Westrock Plc
Recent Activity
Decreased -1.95%
0.09%
$1.522M
28,250 shares@ $53.86 avg price