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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
MAINMain Str Cap Corp
Recent Activity
Exited
0%
$218,090
4,350 shares@ $50.14 avg price
MSMorgan Stanley
Recent Activity
Exited
0%
$203,060
1,948 shares@ $104.25 avg price
FISKEmpire St Rlty Op L P
Recent Activity
Exited
0%
$148,926
13,551 shares@ $11.0 avg price
JFRNuveen Floating Rate Income
Recent Activity
Exited
0%
$137,555
15,447 shares@ $8.91 avg price