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Value $
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$1.8B
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Signature - Title
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Mark J. Riley - CCO
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Location
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Greenwood Village, CO
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Summary
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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.