Mark J. Riley

@Transform Wealth, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$1.802B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
NOWServicenow Inc Recent Activity New Position	0.02%	$202,483 191 shares@ $1060.13 avg price	New Position
DBLDoubleline Opportunistic Cr Recent Activity New Position	0.01%	$167,400 10,800 shares@ $15.5 avg price	New Position
MGFMfs Govt Mkts Income Tr Recent Activity New Position	0.01%	$162,821 53,036 shares@ $3.08 avg price	New Position
CADLCandel Therapeutics Inc Recent Activity New Position	0.01%	$130,869 15,077 shares@ $8.69 avg price	New Position
SILJAmplify Etf Tr Recent Activity New Position	0.01%	$115,238 11,605 shares@ $9.94 avg price	New Position
EGFBlackrock Enhanced Govt Fd I Recent Activity New Position	0.01%	$103,480 10,657 shares@ $9.72 avg price	New Position
SNDLSndl Inc Recent Activity New Position	0.01%	$87,363 48,806 shares@ $1.8 avg price	New Position
GGNGamco Global Gold Nat Res & Recent Activity New Position	0.01%	$87,340 23,167 shares@ $3.78 avg price	New Position
GRWGGrowgeneration Corp Recent Activity New Position	0.01%	$16,900 10,000 shares@ $1.69 avg price	New Position