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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
GRIDFirst Tr Exchange Traded Fd
Recent Activity
New Position
0.06%
$1.018M
8,533 shares@ $119.35 avg price
SIVRAbrdn Silver Etf Trust
Recent Activity
New Position
0.05%
$820,704
29,768 shares@ $27.58 avg price
EOGEog Res Inc
Recent Activity
New Position
0.05%
$732,048
5,972 shares@ $122.59 avg price
IDNAIshares Tr
Recent Activity
New Position
0.05%
$721,038
31,862 shares@ $22.64 avg price
ADPAutomatic Data Processing In
Recent Activity
New Position
0.04%
$580,562
1,981 shares@ $293.07 avg price
BBNBlackrock Tax Municpal Bd Tr
Recent Activity
New Position
0.04%
$562,588
34,900 shares@ $16.12 avg price
PPTPutnam Premier Income Tr
Recent Activity
New Position
0.04%
$559,525
156,049 shares@ $3.59 avg price
PIMPutnam Master Inter Income T
Recent Activity
New Position
0.04%
$555,397
169,225 shares@ $3.29 avg price
KTFDws Mun Income Tr New
Recent Activity
New Position
0.04%
$546,298
57,714 shares@ $9.47 avg price
FINSAngel Oak Finl Strategies In
Recent Activity
New Position
0.04%
$543,560
42,800 shares@ $12.7 avg price