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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
CVXChevron Corp New
Recent Activity
Increased 33.03%
0.75%
$13.389M
92,437 shares@ $144.84 avg price
PWRQuanta Svcs Inc
Recent Activity
Increased 6.22%
0.75%
$13.355M
42,256 shares@ $316.06 avg price
CMICummins Inc
Recent Activity
Increased 6.36%
0.75%
$13.346M
38,284 shares@ $348.6 avg price
WELLWelltower Inc
Recent Activity
Increased 13.96%
0.72%
$12.937M
102,650 shares@ $126.04 avg price
OKEOneok Inc New
Recent Activity
Increased 22.92%
0.71%
$12.622M
125,720 shares@ $100.4 avg price
TJXTjx Cos Inc New
Recent Activity
Increased 9.89%
0.69%
$12.307M
101,867 shares@ $120.82 avg price
AERAercap Holdings Nv
Recent Activity
Increased 12.99%
0.68%
$12.174M
127,208 shares@ $95.71 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 2232.23%
0.67%
$12.066M
51,892 shares@ $232.53 avg price
TMUST-mobile Us Inc
Recent Activity
Increased 17.74%
0.67%
$12.029M
54,496 shares@ $220.74 avg price
HDHome Depot Inc
Recent Activity
Increased 15.19%
0.66%
$11.753M
30,215 shares@ $389.0 avg price