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
SLVIshares Silver Tr Recent Activity New Position	0.14%	$2.463M 93,545 shares@ $26.34 avg price	New Position
DVYAIshares Inc Recent Activity New Position	0.14%	$2.371M 66,217 shares@ $35.81 avg price	New Position
IDVIshares Tr Recent Activity New Position	0.12%	$2.13M 77,795 shares@ $27.39 avg price	New Position
DVYEIshares Inc Recent Activity New Position	0.12%	$2.123M 82,204 shares@ $25.84 avg price	New Position
VFMFVanguard Wellington Fd Recent Activity New Position	0.11%	$1.941M 14,861 shares@ $130.59 avg price	New Position
EMHYIshares Inc Recent Activity New Position	0.08%	$1.372M 36,042 shares@ $38.08 avg price	New Position
VGTVanguard World Fd Recent Activity New Position	0.08%	$1.313M 2,112 shares@ $621.81 avg price	New Position
EMLCVaneck Etf Trust Recent Activity New Position	0.07%	$1.206M 52,181 shares@ $23.12 avg price	New Position
CAHCardinal Health Inc Recent Activity New Position	0.07%	$1.197M 10,124 shares@ $118.28 avg price	New Position
COPConocophillips Recent Activity New Position	0.07%	$1.083M 10,919 shares@ $99.18 avg price	New Position