Transform Wealth, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 17, 2025
Value $
$1.8B
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 260 stock holdings with total value $1.8B as of Q4 2024. Top holdings included POWL, AAPL, MSFT, SGOV, and AVGO.
Holdings Value