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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
VLOValero Energy Corp
Recent Activity
New Position
0.02%
$291,642
2,379 shares@ $122.6 avg price
FMYFirst Tr Mtg Income Fd
Recent Activity
New Position
0.02%
$278,644
23,100 shares@ $12.07 avg price
PEPPepsico Inc
Recent Activity
New Position
0.02%
$273,885
1,797 shares@ $152.42 avg price
TSITcw Strategic Income Fd Inc
Recent Activity
New Position
0.02%
$273,057
54,448 shares@ $5.02 avg price
PDPInvesco Exchange Traded Fd T
Recent Activity
New Position
0.02%
$252,669
2,348 shares@ $107.62 avg price
SCHRSchwab Strategic Tr
Recent Activity
New Position
0.02%
$231,921
9,548 shares@ $24.3 avg price
NEENextera Energy Inc
Recent Activity
New Position
0.02%
$225,967
3,152 shares@ $71.7 avg price
ITAIshares Tr
Recent Activity
New Position
0.02%
$218,025
1,500 shares@ $145.35 avg price
BXSLBlackstone Secd Lending Fd
Recent Activity
New Position
0.02%
$216,288
6,538 shares@ $33.09 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.02%
$210,070
205 shares@ $1024.74 avg price