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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
JPMJpmorgan Chase & Co.
Recent Activity
Increased 12.76%
1.46%
$26.132M
109,013 shares@ $239.72 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 376.26%
1.37%
$24.614M
1.084M shares@ $22.7 avg price
IVWIshares Tr
Recent Activity
Increased 1.39%
1.18%
$21.19M
208,705 shares@ $101.54 avg price
WMTWalmart Inc
Recent Activity
Increased 11.52%
1.1%
$19.787M
218,511 shares@ $90.56 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 2709.39%
1.08%
$19.453M
402,501 shares@ $48.33 avg price
GSGoldman Sachs Group Inc
Recent Activity
Increased 7.27%
1.06%
$19.082M
33,323 shares@ $572.63 avg price
BKLNInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 107.27%
1.06%
$18.973M
900,461 shares@ $21.08 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 5.81%
1.01%
$18.085M
51,409 shares@ $351.79 avg price
CRMSalesforce Inc
Recent Activity
Increased 7.55%
1.01%
$18.058M
53,948 shares@ $334.73 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 14.81%
0.98%
$17.567M
19,173 shares@ $916.26 avg price