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Transcend Wealth Collective

Latest statistics and disclosures from Transcend Capital Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, OBDC, MSFT, MRK, OWL, and represent 21.30% of Transcend Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: FSK, VTV, JMBS, IBTI, IBTF, VTEB, BGB, VYM, DIA, BMY.
Started 50 new stock positions in EVRG, SYY, LRCX, VDC, SH, IXC, DG, SQ, JCI, SSNC.
Reduced shares in these 10 stocks: AAPL (-$11M), TLH, MSFT, ZM, MBB, COF, MUB, OBDC, , ILMN.
Sold out of its positions in AL, ABEV, MYD, BSTZ, Cano Health, RQI, GLW, DAL, DVN, DKS.
Transcend Capital Advisors was a net buyer of stock by $1.2M.
Transcend Capital Advisors has $1.1B in assets under management (AUM), dropping by 9.68%.
Central Index Key (CIK): 0001776082

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Positions held by Transcend Wealth Collective consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Transcend Capital Advisors

Transcend Capital Advisors holds 505 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Transcend Capital Advisors has 505 total positions. Only the first 250 positions are shown.

Sign up to view all of the Transcend Capital Advisors Dec. 31, 2023 positions
Download the Transcend Capital Advisors December 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	8.1	$92M	-10%	476k	192.53	View chart
Blue Owl Capital Corporation Cef (OBDC)	5.0	$56M	-3%	3.8M	14.76	View chart
Microsoft Corp Stock (MSFT)	3.2	$36M	-9%	97k	376.04	View chart
Merck & Co Stock (MRK)	2.8	$32M		291k	109.02	View chart
Blue Owl Capital Inc Com Cl A Stock (OWL)	2.2	$25M		1.7M	14.90	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.5	$17M	-5%	35k	475.31	View chart
Amazon Stock (AMZN)	1.5	$16M	+4%	108k	151.94	View chart
Johnson & Johnson Stock (JNJ)	1.4	$16M	-7%	104k	156.74	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.4	$16M	+5%	33k	477.64	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.3	$15M	+3%	37k	409.52	View chart
Fs Kkr Cap Corp Cef (FSK)	1.2	$14M	+50%	706k	19.97	View chart
Jpmorgan Chase & Co Stock (JPM)	1.2	$14M	+4%	83k	170.10	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	1.2	$14M	+16%	124k	111.63	View chart
S&p Global Stock (SPGI)	1.0	$12M		26k	440.52	View chart
Blackstone Secd Lending Cef (BXSL)	1.0	$11M		411k	27.64	View chart
Vanguard Value Etf Etf (VTV)	0.9	$11M	+79%	71k	149.50	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.9	$9.9M		71k	139.69	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.9	$9.7M	-2%	51k	192.48	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.9	$9.7M		57k	170.40	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.8	$9.6M		68k	140.93	View chart
Home Depot Stock (HD)	0.8	$9.5M	-5%	28k	346.54	View chart
International Business Machs Stock (IBM)	0.8	$9.3M		57k	163.55	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.8	$9.2M	+4%	67k	136.38	View chart
Exxon Mobil Corp Stock (XOM)	0.8	$9.0M	-9%	90k	99.98	View chart
Eli Lilly & Co Stock (LLY)	0.8	$8.6M	+2%	15k	582.92	View chart
Bristol-myers Squibb Stock (BMY)	0.7	$8.3M	+30%	162k	51.31	View chart
Blackstone Stock (BX)	0.7	$8.1M	-2%	62k	130.92	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.7	$7.7M		22k	356.67	View chart
Visa Inc Com Cl A Stock (V)	0.7	$7.4M		28k	260.35	View chart
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS)	0.7	$7.4M	+166%	160k	45.94	View chart
Broadcom Stock (AVGO)	0.6	$7.3M		6.6k	1116.27	View chart
Vanguard Large-cap Etf Etf (VV)	0.6	$7.3M	+3%	33k	218.15	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.6	$7.0M	-3%	100k	70.35	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.6	$6.9M		73k	95.20	View chart
Nvidia Corporation Stock (NVDA)	0.6	$6.9M	+3%	14k	495.21	View chart
Meta Platforms Inc Cl A Stock (META)	0.6	$6.7M		19k	353.96	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.6	$6.5M	-37%	60k	108.26	View chart
Zoom Video Communications Inc Cl A Stock (ZM)	0.6	$6.3M	-37%	88k	71.91	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.6	$6.3M		112k	56.14	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.5	$6.1M	+10%	26k	237.22	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.5	$5.5M	-7%	85k	65.06	View chart
Vanguard Ftse Pacific Etf Etf (VPL)	0.5	$5.2M		73k	72.03	View chart
Agnc Invt Corp Reit (AGNC)	0.4	$5.1M	+2%	517k	9.81	View chart
Medtronic Stock (MDT)	0.4	$5.1M	+5%	62k	82.38	View chart
Chevron Corp Stock (CVX)	0.4	$5.1M	+15%	34k	149.16	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.4	$4.9M	+10%	67k	72.66	View chart
Docusign Stock (DOCU)	0.4	$4.8M		82k	59.45	View chart
Procter And Gamble Stock (PG)	0.4	$4.8M	-10%	33k	146.54	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.4	$4.7M	+58%	38k	124.97	View chart
Pepsico Stock (PEP)	0.4	$4.7M	+2%	28k	169.84	View chart
Spdr Gold Shares Etf (GLD)	0.4	$4.5M	+2%	24k	191.17	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.4	$4.5M	-9%	43k	104.92	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.4	$4.5M	+77%	12k	376.86	View chart
Mcdonalds Corp Stock (MCD)	0.4	$4.5M	-4%	15k	296.52	View chart
Automatic Data Processing Stock (ADP)	0.4	$4.4M	-19%	19k	232.97	View chart
Amicus Therapeutics Stock (FOLD)	0.4	$4.4M	+8%	310k	14.19	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.4	$4.4M	+4%	61k	72.03	View chart
Unitedhealth Group Stock (UNH)	0.4	$4.4M	+2%	8.4k	526.46	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.4	$4.4M	+13%	45k	98.88	View chart
Spdr S&p Biotech Etf Etf (XBI)	0.4	$4.3M	+52%	48k	89.29	View chart
Tesla Stock (TSLA)	0.4	$4.1M	-6%	17k	248.48	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.4	$4.1M		35k	117.13	View chart
Thermo Fisher Scientific Stock (TMO)	0.4	$4.0M	+2%	7.6k	530.77	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.3	$3.8M	-10%	22k	178.81	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.3	$3.8M		7.00	542625.00	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.3	$3.8M	+18%	68k	55.90	View chart
Oracle Corp Stock (ORCL)	0.3	$3.7M		36k	105.43	View chart
Blackrock Stock (BLK)	0.3	$3.7M		4.6k	811.74	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.3	$3.7M	+28%	98k	37.72	View chart
Eaton Corp Stock (ETN)	0.3	$3.6M	+10%	15k	240.82	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.3	$3.6M	-8%	72k	50.24	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.3	$3.6M	+5%	8.2k	436.78	View chart
Union Pac Corp Stock (UNP)	0.3	$3.6M		15k	245.62	View chart
Blackrock Cap Invt Corp Cef	0.3	$3.5M		906k	3.87	View chart
Pfizer Stock (PFE)	0.3	$3.5M	+91%	121k	28.79	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.3	$3.5M	-13%	76k	46.07	View chart
Salesforce Stock (CRM)	0.3	$3.5M	+2%	13k	263.14	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.3	$3.4M	-4%	41k	83.84	View chart
Abbvie Stock (ABBV)	0.3	$3.4M		22k	154.97	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.3	$3.4M	+30%	63k	53.97	View chart
Honeywell Intl Stock (HON)	0.3	$3.4M		16k	209.71	View chart
Church & Dwight Stock (CHD)	0.3	$3.3M		35k	94.56	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.3	$3.3M	-11%	76k	43.85	View chart
Texas Instrs Stock (TXN)	0.3	$3.3M	-9%	20k	170.46	View chart
Blackstone Strategic Cred 2027 Com Shs Ben In Cef (BGB)	0.3	$3.3M	+154%	292k	11.32	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.3	$3.3M	+144%	21k	157.80	View chart
Vanguard Information Technology Etf Etf (VGT)	0.3	$3.2M	+5%	6.6k	484.00	View chart
Cisco Sys Stock (CSCO)	0.3	$3.2M		63k	50.52	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	0.3	$3.1M	NEW	140k	22.21	View chart
Harbor Long-term Growers Etf Etf (WINN)	0.3	$3.1M	+3%	148k	20.67	View chart
Amgen Stock (AMGN)	0.3	$3.0M		11k	288.02	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.3	$3.0M	+5%	8.5k	350.91	View chart
Alerian Mlp Etf Etf (AMLP)	0.3	$2.9M	+11%	69k	42.52	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.3	$2.8M	-3%	56k	50.58	View chart
Disney Walt Stock (DIS)	0.3	$2.8M	+21%	31k	90.29	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.2	$2.8M	+10%	19k	147.14	View chart
Intel Corp Stock (INTC)	0.2	$2.7M		54k	50.25	View chart
Tjx Cos Stock (TJX)	0.2	$2.7M	+4%	29k	93.81	View chart
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)	0.2	$2.7M	+5%	52k	51.41	View chart
Marsh & Mclennan Cos Stock (MMC)	0.2	$2.6M	+29%	14k	189.47	View chart
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)	0.2	$2.6M	NEW	113k	23.28	View chart
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)	0.2	$2.6M	-10%	80k	32.64	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.2	$2.6M	+843%	51k	51.05	View chart
Uber Technologies Stock (UBER)	0.2	$2.6M	+2%	42k	61.57	View chart
General Dynamics Corp Stock (GD)	0.2	$2.5M		9.8k	259.68	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.2	$2.5M	-11%	50k	50.47	View chart
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)	0.2	$2.5M	-7%	50k	50.30	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.2	$2.4M	+13%	44k	55.41	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.2	$2.4M		47k	52.10	View chart
Morgan Stanley Stock (MS)	0.2	$2.4M		26k	93.25	View chart
Danaher Corporation Stock (DHR)	0.2	$2.4M	+3%	10k	231.34	View chart
Wells Fargo Stock (WFC)	0.2	$2.4M	-5%	49k	49.22	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$2.4M	-25%	7.6k	310.87	View chart
Kinder Morgan Inc Del Stock (KMI)	0.2	$2.3M		133k	17.64	View chart
Costco Whsl Corp Stock (COST)	0.2	$2.3M	+8%	3.5k	660.13	View chart
American Tower Corp Reit (AMT)	0.2	$2.3M		11k	215.89	View chart
Nextera Energy Stock (NEE)	0.2	$2.3M	+6%	38k	60.74	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.2	$2.3M	-10%	61k	37.56	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.2	$2.3M	-10%	54k	42.18	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.2	$2.3M	-21%	23k	96.85	View chart
Ishares Global Healthcare Etf Etf (IXJ)	0.2	$2.2M	-13%	26k	86.72	View chart
Ares Capital Corp Cef (ARCC)	0.2	$2.2M		109k	20.03	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.2	$2.2M	+113%	23k	96.39	View chart
Bank America Corp Stock (BAC)	0.2	$2.2M	+3%	64k	33.67	View chart
Moodys Corp Stock (MCO)	0.2	$2.2M	-5%	5.5k	390.56	View chart
Stryker Corporation Stock (SYK)	0.2	$2.1M	+5%	7.2k	299.46	View chart
Boeing Stock (BA)	0.2	$2.1M	+8%	8.1k	260.66	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.2	$2.1M		26k	81.28	View chart
Penske Automotive Grp Stock (PAG)	0.2	$2.1M		13k	160.51	View chart
Cencora Stock (COR)	0.2	$2.1M	+11%	10k	205.38	View chart
Upwork Stock (UPWK)	0.2	$2.1M		138k	14.87	View chart
Coca Cola Stock (KO)	0.2	$2.0M	-7%	35k	58.93	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.2	$2.0M	-11%	54k	37.60	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$2.0M	+7%	6.7k	303.16	View chart
Vanguard Financials Etf Etf (VFH)	0.2	$2.0M		21k	92.26	View chart
General Mtrs Stock (GM)	0.2	$1.9M	-29%	54k	35.92	View chart
Ishares Msci China Etf Etf (MCHI)	0.2	$1.9M	-12%	46k	40.74	View chart
Walmart Stock (WMT)	0.2	$1.9M	+4%	12k	157.65	View chart
Intercontinental Exchange Stock (ICE)	0.2	$1.9M		15k	128.43	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.2	$1.9M	+17%	17k	108.25	View chart
Rtx Corporation Stock (RTX)	0.2	$1.8M	+3%	22k	84.14	View chart
Ishares Select Dividend Etf Etf (DVY)	0.2	$1.8M		16k	117.22	View chart
Korn Ferry Stock (KFY)	0.2	$1.8M		31k	59.35	View chart
Kenvue Stock (KVUE)	0.2	$1.8M	+35%	85k	21.53	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$1.8M		4.3k	426.47	View chart
Pimco Dynamic Income Strategy Com Shs Ben Int Cef (PDX)	0.2	$1.8M		87k	20.48	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.2	$1.8M	NEW	18k	101.99	View chart
Grainger W W Stock (GWW)	0.2	$1.8M		2.1k	828.76	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$1.8M	-23%	7.6k	232.64	View chart
Lowes Cos Stock (LOW)	0.2	$1.8M		7.9k	222.56	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.2	$1.7M	-14%	22k	78.03	View chart
Adobe Stock (ADBE)	0.2	$1.7M	+5%	2.9k	596.64	View chart
Qualcomm Stock (QCOM)	0.2	$1.7M		12k	144.63	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.1	$1.7M	-38%	27k	63.33	View chart
Broadridge Finl Solutions Stock (BR)	0.1	$1.7M	+11%	8.1k	205.75	View chart
Capital One Finl Corp Stock (COF)	0.1	$1.7M	-60%	13k	131.12	View chart
Jpmorgan Betabuilders Japan Etf Etf (BBJP)	0.1	$1.7M	-9%	32k	52.52	View chart
Sherwin Williams Stock (SHW)	0.1	$1.6M	+9%	5.3k	311.90	View chart
Starbucks Corp Stock (SBUX)	0.1	$1.6M	-4%	17k	96.01	View chart
Digital Rlty Tr Reit (DLR)	0.1	$1.6M		12k	134.58	View chart
Air Prods & Chems Stock (APD)	0.1	$1.6M		5.7k	273.79	View chart
Invesco Preferred Etf Etf (PGX)	0.1	$1.6M	-20%	136k	11.47	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$1.6M	-12%	28k	54.98	View chart
Invesco Variable Rate Preferred Etf Etf (VRP)	0.1	$1.5M	+149%	67k	23.08	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.1	$1.5M	+58%	49k	31.19	View chart
Colgate Palmolive Stock (CL)	0.1	$1.5M		19k	79.71	View chart
Citigroup Stock (C)	0.1	$1.5M	+34%	29k	51.44	View chart
Ishares Biotechnology Etf Etf (IBB)	0.1	$1.5M	+4%	11k	135.85	View chart
Verizon Communications Stock (VZ)	0.1	$1.5M		39k	37.70	View chart
Palo Alto Networks Stock (PANW)	0.1	$1.5M	+8%	4.9k	294.88	View chart
Advanced Energy Inds Stock (AEIS)	0.1	$1.4M	+17%	13k	108.92	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$1.4M	-18%	6.7k	213.33	View chart
Mainstay Mackay Definedterm Mu Cef (MMD)	0.1	$1.4M	-35%	86k	16.25	View chart
Quadratic Interest Rate Volatility & Inflation Hedge Etf Etf (IVOL)	0.1	$1.4M	-7%	68k	20.68	View chart
3M Stock (MMM)	0.1	$1.4M	-17%	13k	109.32	View chart
BP Adr (BP)	0.1	$1.4M	+3%	39k	35.40	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$1.3M	+14%	5.5k	241.76	View chart
Ishares Mbs Etf Etf (MBB)	0.1	$1.3M	-72%	14k	94.08	View chart
Target Corp Stock (TGT)	0.1	$1.3M		9.2k	142.43	View chart
Jp Morgan Betabuilders U.s. Equity Etf Etf (BBUS)	0.1	$1.3M	+13%	15k	85.89	View chart
General Electric Stock (GE)	0.1	$1.3M	-4%	10k	127.63	View chart
Graniteshares Gold Shares Etf (BAR)	0.1	$1.3M	-8%	62k	20.39	View chart
Cvs Health Corp Stock (CVS)	0.1	$1.2M	-6%	16k	78.96	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.1	$1.2M	+41%	27k	46.62	View chart
Genuine Parts Stock (GPC)	0.1	$1.2M		8.9k	138.51	View chart
J.p. Morgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$1.2M	NEW	25k	49.93	View chart
Toronto Dominion Bk Ont Stock (TD)	0.1	$1.2M	+2%	19k	64.62	View chart
Invesco S&p 500 Garp Etf Etf (SPGP)	0.1	$1.2M	+59%	12k	98.04	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.1	$1.2M	+10%	12k	104.10	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$1.2M		16k	75.10	View chart
Conocophillips Stock (COP)	0.1	$1.2M	-7%	10k	116.07	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.1	$1.2M	-11%	25k	47.44	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$1.2M		17k	72.43	View chart
Annaly Capital Management Reit (NLY)	0.1	$1.2M	+110%	62k	19.37	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.1	$1.2M	+35%	9.7k	122.75	View chart
Yum Brands Stock (YUM)	0.1	$1.2M		9.1k	130.66	View chart
Simon Ppty Group Reit (SPG)	0.1	$1.2M	-14%	8.2k	142.64	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$1.2M		15k	77.37	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.2M	+69%	5.8k	200.71	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.1	$1.2M	-3%	37k	31.01	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.1	$1.1M	-13%	10k	113.99	View chart
Novartis Adr (NVS)	0.1	$1.1M		11k	100.97	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.1	$1.1M	-2%	16k	72.54	View chart
The Cigna Group Stock (CI)	0.1	$1.1M		3.8k	299.48	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.1	$1.1M	+22%	9.8k	110.66	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$1.1M		19k	56.40	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$1.1M	-8%	8.5k	126.60	View chart
Csx Corp Stock (CSX)	0.1	$1.1M	-10%	31k	34.67	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.1	$1.1M	+11%	78k	13.80	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.1	$1.1M		9.2k	116.29	View chart
Invesco Bulletshares 2024 Corporate Bond Etf Etf (BSCO)	0.1	$1.1M		51k	20.89	View chart
Vanguard Long-term Corporate Bond Etf Etf (VCLT)	0.1	$1.0M	-53%	13k	80.15	View chart
Occidental Pete Corp Stock (OXY)	0.1	$1.0M	-21%	17k	59.71	View chart
Nike Inc Cl B Stock (NKE)	0.1	$1.0M	+2%	9.3k	108.57	View chart
Diageo Adr (DEO)	0.1	$988k	-4%	6.8k	145.65	View chart
Sabine Rty Tr Unit Ben Int Stock (SBR)	0.1	$983k		15k	67.86	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$967k	+13%	1.7k	576.18	View chart
Jpmorgan U.s. Value Factor Etf Etf (JVAL)	0.1	$957k	-4%	25k	38.58	View chart
Chubb Stock (CB)	0.1	$949k	+2%	4.2k	225.99	View chart
Clearbridge Mlp And Midstrm Cef (CEM)	0.1	$944k		24k	40.09	View chart
Ishares S&p 100 Etf Etf (OEF)	0.1	$942k	NEW	4.2k	223.39	View chart
Hershey Stock (HSY)	0.1	$938k	+8%	5.0k	186.44	View chart
Abbott Labs Stock (ABT)	0.1	$933k	+3%	8.5k	110.07	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$916k	+13%	12k	75.35	View chart
Kraft Heinz Stock (KHC)	0.1	$913k	-16%	25k	36.98	View chart
Caterpillar Stock (CAT)	0.1	$897k	-35%	3.0k	295.70	View chart
Ishares Core Msci Europe Etf Etf (IEUR)	0.1	$887k		16k	55.02	View chart
Alibaba Group Hldg Adr (BABA)	0.1	$881k	-25%	11k	77.51	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$881k	+8%	4.9k	179.96	View chart
Goldman Sachs Group Stock (GS)	0.1	$875k	+8%	2.3k	385.75	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$873k	-36%	3.2k	277.19	View chart
Blackrock Cr Allocation Income Cef (BTZ)	0.1	$869k	-15%	84k	10.32	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.1	$853k		11k	81.10	View chart
Workday Inc Cl A Stock (WDAY)	0.1	$847k		3.1k	276.06	View chart
Linde Stock (LIN)	0.1	$844k	-7%	2.1k	410.73	View chart
Brady Corp Cl A Stock (BRC)	0.1	$830k	+17%	14k	58.69	View chart
Blackrock Cap Allocation Term Cef (BCAT)	0.1	$828k	+7%	55k	14.95	View chart
Ishares Global Consumer Staples Etf Etf (KXI)	0.1	$826k	-10%	14k	59.29	View chart
Allstate Corp Stock (ALL)	0.1	$825k		5.9k	139.98	View chart
Pulte Group Stock (PHM)	0.1	$814k		7.9k	103.22	View chart
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD)	0.1	$813k	-39%	18k	44.61	View chart
Exelon Corp Stock (EXC)	0.1	$812k	-22%	23k	35.90	View chart
Ishares Msci Intl Value Factor Etf Etf (IVLU)	0.1	$797k	-28%	30k	26.51	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.1	$795k		17k	46.63	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.1	$794k	-6%	12k	64.48	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.1	$769k	-31%	33k	23.04	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$768k	-34%	3.2k	243.79	View chart
Boston Scientific Corp Stock (BSX)	0.1	$766k	+8%	13k	57.81	View chart
Constellation Energy Corp Stock (CEG)	0.1	$766k	+8%	6.6k	116.89	View chart
Rithm Capital Corp Reit (RITM)	0.1	$763k		71k	10.68	View chart

Past Filings by Transcend Capital Advisors

SEC 13F filings are viewable for Transcend Capital Advisors going back to 2019

Transcend Capital Advisors 2023 Q4 filed Feb. 5, 2024
Transcend Capital Advisors 2023 Q3 filed Oct. 31, 2023
Transcend Capital Advisors 2023 Q2 filed July 13, 2023
Transcend Capital Advisors 2023 Q1 filed April 12, 2023
Transcend Capital Advisors 2022 Q4 filed Jan. 20, 2023
Transcend Capital Advisors 2022 Q3 filed Oct. 17, 2022
Transcend Capital Advisors 2022 Q2 filed July 12, 2022
Transcend Capital Advisors 2022 Q1 filed April 20, 2022
Transcend Wealth Collective 2021 Q4 filed Jan. 20, 2022
Transcend Wealth Collective 2021 Q3 filed Nov. 4, 2021
Transcend Wealth Collective 2021 Q2 filed Aug. 13, 2021
Transcend Wealth Collective 2021 Q1 filed May 12, 2021
Transcend Wealth Collective 2020 Q4 filed Feb. 12, 2021
Transcend Wealth Collective 2020 Q3 filed Nov. 13, 2020
Transcend Wealth Collective 2020 Q2 filed Aug. 5, 2020
Transcend Wealth Collective 2020 Q1 filed May 8, 2020

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