Transform Wealth, LLC

Q1 2025 13F Holdings Report, Stock Holdings

Signature - Title
Mark J. Riley - CCO
Location
Greenwood Village, CO
Holdings as of
31 Mar 2025
Value $
$1.65B
Num holdings
242
Filing time
15 Apr 2025, 14:44:56 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included POWL, AAPL, SGOV, MSFT, and NVDA.
Previous filing
Q4 2024 - 17 Jan 2025
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q1 compared to 2024 Q4 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Mark J. Riley CCO Greenwood Village, Colorado 15 Apr 2025