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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
POWLPowell Inds Inc
Recent Activity
Decreased -2.73%
20.03%
$360.848M
1.628M shares@ $221.66 avg price
AAPLApple Inc
Recent Activity
Increased 9.04%
4.08%
$73.46M
293,349 shares@ $250.42 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 9.39%
3.54%
$63.762M
151,275 shares@ $421.5 avg price
SGOVIshares Tr
Recent Activity
Increased 17864.21%
3.36%
$60.373M
601,801 shares@ $100.33 avg price
AVGOBroadcom Inc
Recent Activity
Increased 5.52%
2.35%
$42.188M
181,972 shares@ $231.85 avg price
NVDANvidia Corporation
Recent Activity
Increased 16.01%
2.17%
$39.018M
290,549 shares@ $134.3 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 13.9%
1.91%
$34.289M
156,292 shares@ $219.39 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -21.86%
1.86%
$33.39M
56,781 shares@ $588.06 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 4.89%
1.57%
$28.152M
148,717 shares@ $189.3 avg price
IVEIshares Tr
Recent Activity
Increased 2.18%
1.55%
$27.858M
145,947 shares@ $190.89 avg price