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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
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
LRCXLam Research Corp
Recent Activity
New Position
0.96%
$17.269M
238,334 shares@ $72.46 avg price
ABBVAbbvie Inc
Recent Activity
Increased 8.09%
0.94%
$16.769M
94,366 shares@ $177.7 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 15.3%
0.92%
$16.515M
153,532 shares@ $107.58 avg price
CEGConstellation Energy Corp
Recent Activity
Increased 7.58%
0.91%
$16.291M
72,824 shares@ $223.71 avg price
JMSTJ P Morgan Exchange Traded F
Recent Activity
Increased 62.96%
0.88%
$15.854M
311,868 shares@ $50.84 avg price
METAMeta Platforms Inc
Recent Activity
Increased 21.7%
0.85%
$15.262M
26,065 shares@ $585.53 avg price
FPEFirst Tr Exch Traded Fd Iii
Recent Activity
Increased 10.4%
0.83%
$14.812M
836,838 shares@ $17.71 avg price
IAUIshares Gold Tr
Recent Activity
Increased 4996.45%
0.82%
$14.769M
298,295 shares@ $49.52 avg price