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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
MINMfs Inter Income Tr
Recent Activity
New Position
0.03%
$534,911
201,094 shares@ $2.67 avg price
NBBNuveen Taxable Municpal Inm
Recent Activity
New Position
0.03%
$504,677
33,690 shares@ $14.99 avg price
DYDycom Inds Inc
Recent Activity
New Position
0.03%
$478,665
2,750 shares@ $174.06 avg price
NGVCNatural Grocers By Vitamin C
Recent Activity
New Position
0.03%
$476,640 Put
12,000 shares@ $39.72 avg price
CWBSpdr Ser Tr
Recent Activity
New Position
0.03%
$473,469
6,079 shares@ $77.89 avg price
NADNuveen Quality Muncp Income
Recent Activity
New Position
0.02%
$344,915
29,581 shares@ $11.67 avg price
JMMNuveen Multi-mkt Income Fd
Recent Activity
New Position
0.02%
$325,853
53,860 shares@ $6.05 avg price
DWXSpdr Index Shs Fds
Recent Activity
New Position
0.02%
$321,388
9,193 shares@ $34.97 avg price
PMPhilip Morris Intl Inc
Recent Activity
New Position
0.02%
$304,250
2,500 shares@ $121.7 avg price
PANWPalo Alto Networks Inc
Recent Activity
New Position
0.02%
$298,415
1,640 shares@ $181.97 avg price