Transform Wealth, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 15, 2025
Value $
$1.65B
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 242 stock holdings with total value $1.65B as of Q1 2025. Top holdings included POWL, AAPL, SGOV, MSFT, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 242 $1.65B +$122M -$147M -$25.2M POWL, AAPL, SGOV, MSFT, NVDA 13F-HR 4/15/2025, 02:44 PM
Q4 2024 260 $1.8B +$404M -$109M +$294M POWL, AAPL, MSFT, SGOV, AVGO 13F-HR 1/16/2025, 05:37 PM
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 -$212M -$103M AAPL, MSFT, SPY, IVE, BKLN 13F-HR 10/10/2023, 09:27 PM
Q2 2023 260 $1.11B +$168M -$136M +$32.1M AAPL, MSFT, SPY, BKLN, IVE 13F-HR 7/13/2023, 09:33 PM
Q1 2023 251 $1.06B +$305M -$118M +$187M AAPL, MSFT, PSEP, SGOV, SPY 13F-HR 4/14/2023, 02:22 PM
Q4 2022 217 $892M +$249M -$160M +$89.7M PULS, AAPL, MSFT, CCOR, IVE 13F-HR 1/12/2023, 08:11 PM
Q3 2022 183 $769M +$249M -$72M +$177M JPST, AAPL, MSFT, CCOR, IVE 13F-HR 10/20/2022, 06:56 PM
Q2 2022 198 $672M +$125M -$177M -$52.7M POCT, MSFT, AAPL, QDF, IVE 13F-HR 7/15/2022, 09:56 AM
Q1 2022 221 $892M +$118M -$114M +$4.78M POWL, AAPL, MSFT, PSEP, IVE 13F-HR 4/22/2022, 08:07 PM
Q4 2021 217 $957M +$70.9M -$61.9M +$9M POWL, AAPL, MSFT, PJUL, IVE 13F-HR 1/25/2022, 05:32 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 195 $478M +$84.5M -$242M -$157M AAPL, IVV, IVW, IVE, MSFT 13F-HR 1/19/2021, 08:18 PM
Q3 2020 213 $620M +$92.3M -$40.3M +$52M AAPL, PSEP, MSFT, IVW, IAUXXXX 13F-HR 10/21/2020, 05:01 PM
Q2 2020 222 $584M +$125M -$69.3M +$55.7M AAPL, MSFT, PJUN, IAUXXXX, IVE 13F-HR 7/22/2020, 04:47 PM
Q1 2020 205 $469M +$66.4M -$49.5M +$17M MSFT, AAPL, IVW, XLP, SPYG 13F-HR 4/30/2020, 04:25 PM
Q4 2019 226 $631M +$55.8M -$18.1M +$37.7M VOO, SPY, AAPL, MSFT, IVW 13F-HR 1/24/2020, 03:44 PM
Q3 2019 209 $563M +$49.1M -$130M -$81.2M VOO, SPY, MSFT, XLP, IVW 13F-HR 10/24/2019, 09:37 AM
Q2 2019 230 $680M +$250M -$111M +$139M SHYG, JNK, SPLV, SPY, EMB 13F-HR 7/30/2019, 05:08 PM
Q1 2019 163 $537M +$70.6M -$39.6M +$31M SPY, MSFT, AM, AAPL, IVW 13F-HR 4/12/2019, 04:52 PM
Q4 2018 180 $485M +$66.3M -$22.8M +$43.4M SPY, MSFT, AMGP, AAPL, DIS 13F-HR 1/30/2019, 04:25 PM
Q3 2018 193 $576M +$56.7M -$35.9M +$20.8M AMGP, MSFT, AAPL, IVW, UNH 13F-HR 10/25/2018, 11:02 AM
Q2 2018 215 $553M +$87.8M -$30.4M +$57.4M AMGP, MSFT, AAPL, QDF, UNH 13F-HR 8/3/2018, 10:13 AM
Q1 2018 234 $524M +$46.5M -$33.9M +$12.6M MSFT, AAPL, QDF, CSCO, BRKB 13F-HR 5/2/2018, 08:20 PM
Q4 2017 248 $543M +$256M -$5.7M +$250M MSFT, AAPL, QDF, ACN, IVW 13F-HR 2/7/2018, 04:35 PM
Q3 2017 208 $284M +$208M -$10.6M +$197M AR, QDF, IVW, IVE, SPY 13F-HR 10/19/2017, 11:28 AM
Q2 2017 63 $88.7M +$9.24M -$1.88M +$7.36M AR, BRKB, BBT, GOOGL, AAPL 13F-HR 8/1/2017, 05:45 PM
Q1 2017 210 $266M +$38.6M -$14.7M +$23.9M AR, QDF, IVW, IVE, SPYV 13F-HR 5/4/2017, 11:02 AM
Q4 2016 210 $251M +$30.9M -$4.72M +$26.2M AR, QDF, IVE, SPYV, IVW 13F-HR 2/10/2017, 04:44 PM
Q3 2016 202 $232M +$13.9M -$13.7M +$224K AR, QDF, SPYV, IVW, IVE 13F-HR 11/7/2016, 07:30 AM
Q2 2016 209 $235M AR, QDF, SPYV, IVE, IVW 13F-HR 9/14/2016, 08:25 AM