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