Transform Wealth, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 16, 2024
Value $
$1.51B
Signature - Title
Mark J. Riley - CCO
Location
Greenwood Village, CO
Summary
This page shows a list of all the recent 13F filings made by Transform Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Transform Wealth, LLC reported 216 stock holdings with total value $1.51B as of Q3 2024. Top holdings included POWL, AAPL, MSFT, SPY, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 216 $1.51B +$226M -$201M +$24.4M POWL, AAPL, MSFT, SPY, NVDA 13F-HR 10/15/2024, 05:41 PM
Q2 2024 213 $1.33B +$370M -$105M +$264M POWL, MSFT, AAPL, SPY, BKLN 13F-HR 7/15/2024, 03:07 PM
Q1 2024 219 $1.05B +$139M -$195M -$55.6M MSFT, AAPL, SPY, IVE, AVGO 13F-HR 4/15/2024, 09:18 PM
Q4 2023 239 $1.03B +$95.2M -$106M -$11.1M AAPL, MSFT, SPY, IVE, AVGO Restatement 2/26/2024, 07:10 PM
Q3 2023 237 $948M +$109M -$247M -$138M AAPL, MSFT, SPY, IVE, BKLN 13F-HR 10/10/2023, 09:27 PM
Q2 2023 257 $1.11B +$166M -$176M -$9.91M AAPL, MSFT, SPY, BKLN, IVE 13F-HR 7/13/2023, 09:33 PM
Q1 2023 251 $1.06B +$305M -$160M +$146M AAPL, MSFT, PSEP, SGOV, SPY 13F-HR 4/14/2023, 02:22 PM
Q4 2022 217 $892M +$249M -$179M +$70.4M PULS, AAPL, MSFT, CCOR, IVE 13F-HR 1/12/2023, 09:11 PM
Q3 2022 184 $769M +$249M -$108M +$141M JPST, AAPL, MSFT, CCOR, IVE 13F-HR 10/20/2022, 06:56 PM
Q2 2022 199 $672M +$125M -$214M -$89.2M POCT, MSFT, AAPL, QDF, IVE 13F-HR 7/15/2022, 09:56 AM
Q1 2022 221 $892M +$118M -$129M -$10.6M POWL, AAPL, MSFT, PSEP, IVE 13F-HR 4/22/2022, 08:07 PM
Q4 2021 218 $957M +$70.9M -$73.5M -$2.55M POWL, AAPL, MSFT, PJUL, IVE 13F-HR 1/25/2022, 06:32 PM
Q3 2021 223 $872M +$162M -$103M +$59.3M POWL, MSFT, AAPL, PJUL, IVE Restatement 10/28/2021, 03:39 PM
Q2 2021 224 $819M +$346M -$59.3M +$287M MSFT, AAPL, PJUN, IVE, IVW 13F-HR 7/19/2021, 07:31 PM
Q1 2021 196 $499M +$41M -$52.1M -$11.1M IVV, IVE, AAPL, IVW, MSFT 13F-HR 4/21/2021, 05:44 PM
Q4 2020 196 $478M +$84.5M -$285M -$201M AAPL, IVV, IVW, IVE, MSFT 13F-HR 1/19/2021, 09:18 PM
Q3 2020 215 $620M +$92.3M -$77.1M +$15.2M AAPL, PSEP, MSFT, IVW, IAU 13F-HR 10/21/2020, 05:01 PM
Q2 2020 224 $584M +$125M -$98.5M +$26.6M AAPL, MSFT, PJUN, IAU, IVE 13F-HR 7/22/2020, 04:47 PM
Q1 2020 206 $469M +$66.4M -$102M -$35.1M MSFT, AAPL, IVW, XLP, SPYG 13F-HR 4/30/2020, 04:25 PM
Q4 2019 227 $631M +$55.8M -$37M +$18.8M VOO, SPY, AAPL, MSFT, IVW 13F-HR 1/24/2020, 04:44 PM
Q3 2019 210 $563M +$49.1M -$173M -$124M VOO, SPY, MSFT, XLP, IVW 13F-HR 10/24/2019, 09:37 AM
Q2 2019 231 $680M +$250M -$124M +$126M SHYG, JNK, SPLV, SPY, EMB 13F-HR 7/30/2019, 05:08 PM
Q1 2019 164 $538M +$70.5M -$68.8M +$1.75M SPY, MSFT, AM, AAPL, IVW 13F-HR 4/12/2019, 04:52 PM
Q4 2018 182 $486M +$66.3M -$76.3M -$10M SPY, MSFT, AMGP, AAPL, DIS 13F-HR 1/30/2019, 05:25 PM
Q3 2018 194 $577M +$56.7M -$63.2M -$6.51M AMGP, MSFT, AAPL, IVW, UNH 13F-HR 10/25/2018, 11:02 AM
Q2 2018 215 $553M +$87.8M -$67.2M +$20.6M AMGP, MSFT, AAPL, QDF, UNH 13F-HR 8/3/2018, 10:13 AM
Q1 2018 236 $526M +$48.6M -$59.2M -$10.6M MSFT, AAPL, QDF, CSCO, BRKB 13F-HR 5/2/2018, 08:20 PM
Q4 2017 248 $543M +$256M -$13.2M +$243M MSFT, AAPL, QDF, ACN, IVW 13F-HR 2/7/2018, 05:35 PM
Q3 2017 210 $286M +$210M -$15.5M +$195M AR, QDF, IVW, IVE, SPY 13F-HR 10/19/2017, 11:28 AM
Q2 2017 63 $88.7M +$9.24M -$189M -$180M AR, BRKB, BBT, GOOGL, AAPL 13F-HR 8/1/2017, 05:45 PM
Q1 2017 211 $267M +$39M -$33.4M +$5.65M AR, QDF, IVW, IVE, SPYV 13F-HR 5/4/2017, 11:02 AM
Q4 2016 211 $252M +$31.1M -$13.8M +$17.3M AR, QDF, IVE, SPYV, IVW 13F-HR 2/10/2017, 05:44 PM
Q3 2016 203 $233M +$14.7M -$24.5M -$9.78M AR, QDF, SPYV, IVW, IVE 13F-HR 11/7/2016, 08:30 AM
Q2 2016 209 $238M $0 $0 AR, QDF, SPYV, IVE, IVW 13F-HR 9/14/2016, 08:25 AM