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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, MSFT, OBDC, MRK, OWL, and represent 17.40% of Transcend Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: AVGO (+$9.9M), NRK (+$9.9M), OBDE (+$8.0M), EWZ (+$6.6M), SPTS (+$5.7M), MYN (+$5.7M), FTEC, TCPC, SCHD, Te Connectivity.
Started 55 new stock positions in NAN, OC, Te Connectivity, BRO, APA, BAM, ECL, IBTG, OKE, AVUS.
Reduced shares in these 10 stocks: , NVDA, SPY, USFR, RSPT, OMFL, AAPL, TLH, , ZM.
Sold out of its positions in ALK, ALV, CSQ, LNG, CEM, DXCM, DT, ENVX, HPE, INSM.
Transcend Capital Advisors was a net buyer of stock by $45M.
Transcend Capital Advisors has $1.5B in assets under management (AUM), dropping by 7.92%.
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 617 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Transcend Capital Advisors has 617 total positions. Only the first 250 positions are shown.

Sign up to view all of the Transcend Capital Advisors Sept. 30, 2024 positions
Download the Transcend Capital Advisors September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	7.4	$111M	-2%	475k	233.00	View chart
Microsoft Corp Stock (MSFT)	3.0	$45M		104k	430.30	View chart
Blue Owl Capital Corporation Cef (OBDC)	2.6	$38M		2.6M	14.57	View chart
Merck & Co Stock (MRK)	2.2	$33M		294k	113.56	View chart
Blue Owl Capital Inc Com Cl A Stock (OWL)	2.2	$33M		1.7M	19.36	View chart
Fs Kkr Cap Corp Cef (FSK)	1.6	$25M	+8%	1.2M	19.73	View chart
Amazon Stock (AMZN)	1.4	$21M		111k	186.33	View chart
Nvidia Corporation Stock (NVDA)	1.2	$18M	-19%	150k	121.44	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.2	$18M		37k	488.08	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.2	$17M	-3%	30k	576.84	View chart
Jpmorgan Chase & Co Stock (JPM)	1.1	$17M	-3%	80k	210.86	View chart
Blue Owl Cap Corp Iii Stock (OBDE)	1.1	$16M	+96%	1.1M	14.33	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	1.1	$16M		123k	128.20	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.0	$16M	-21%	27k	573.77	View chart
International Business Machs Stock (IBM)	1.0	$15M		67k	221.08	View chart
Eli Lilly & Co Stock (LLY)	1.0	$15M	-2%	17k	885.97	View chart
S&p Global Stock (SPGI)	1.0	$15M		28k	516.62	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.9	$13M		77k	165.85	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.8	$12M		61k	198.06	View chart
Blackstone Secd Lending Cef (BXSL)	0.8	$12M		406k	29.29	View chart
Home Depot Stock (HD)	0.8	$12M		29k	405.21	View chart
Meta Platforms Inc Cl A Stock (META)	0.8	$12M	-2%	21k	572.46	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.8	$12M	-2%	70k	167.19	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.8	$12M	-2%	25k	460.27	View chart
Exxon Mobil Corp Stock (XOM)	0.7	$11M		95k	117.22	View chart
Broadcom Stock (AVGO)	0.7	$11M	+919%	64k	172.50	View chart
Vanguard Value Etf Etf (VTV)	0.7	$11M		62k	174.57	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.7	$10M	-4%	46k	225.76	View chart
Johnson & Johnson Stock (JNJ)	0.7	$10M	-12%	64k	162.06	View chart
Bristol-myers Squibb Stock (BMY)	0.7	$10M		200k	51.74	View chart
Blackrock Tcp Capital Corp Cef (TCPC)	0.7	$10M	+56%	1.2M	8.29	View chart
Nuveen New York Amt Qlt Municp Cef (NRK)	0.7	$9.9M	NEW	883k	11.20	View chart
Blackstone Stock (BX)	0.6	$9.5M	-2%	62k	153.13	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.6	$9.2M	+27%	51k	179.16	View chart
Abbvie Stock (ABBV)	0.6	$9.2M		46k	197.48	View chart
Visa Inc Com Cl A Stock (V)	0.6	$9.0M	-10%	33k	274.95	View chart
Vanguard Large-cap Etf Etf (VV)	0.6	$8.9M		34k	263.29	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.6	$8.4M		79k	106.76	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.5	$8.1M	-9%	53k	154.02	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.5	$7.6M		27k	283.16	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.5	$7.5M	+3%	120k	63.00	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.5	$7.4M	+3%	90k	82.94	View chart
Automatic Data Processing Stock (ADP)	0.5	$7.3M		26k	276.73	View chart
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS)	0.5	$6.9M	-3%	149k	46.65	View chart
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)	0.5	$6.9M	+491%	235k	29.41	View chart
Blackstone Strategic Cred 2027 Com Shs Ben In Cef (BGB)	0.5	$6.8M	+22%	552k	12.32	View chart
Spdr Gold Shares Etf (GLD)	0.5	$6.7M	+14%	28k	243.07	View chart
Ishares Msci Brazil Etf Etf (EWZ)	0.4	$6.6M	NEW	225k	29.49	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.4	$6.5M	+29%	144k	45.32	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.4	$6.5M	+45%	106k	61.11	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.4	$6.5M	-11%	83k	78.05	View chart
Medtronic Stock (MDT)	0.4	$6.4M		72k	90.03	View chart
Agnc Invt Corp Reit (AGNC)	0.4	$6.3M		600k	10.46	View chart
Vanguard Ftse Pacific Etf Etf (VPL)	0.4	$6.3M	+5%	80k	78.39	View chart
Oracle Corp Stock (ORCL)	0.4	$6.3M		37k	170.40	View chart
Astrazeneca Adr (AZN)	0.4	$6.1M		78k	77.91	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	0.4	$6.1M	-3%	269k	22.51	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.4	$5.8M	+3%	11k	527.71	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.4	$5.8M	+26%	66k	87.80	View chart
Eaton Corp Stock (ETN)	0.4	$5.8M		17k	331.45	View chart
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)	0.4	$5.8M	-9%	246k	23.42	View chart
Blackrock Muniyield N Y Qualit Cef (MYN)	0.4	$5.7M	NEW	525k	10.78	View chart
Procter And Gamble Stock (PG)	0.4	$5.6M		32k	173.20	View chart
Pepsico Stock (PEP)	0.4	$5.3M		31k	170.06	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.3	$5.2M		37k	142.04	View chart
Chevron Corp Stock (CVX)	0.3	$5.2M	-4%	35k	147.27	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.3	$5.2M	+20%	109k	47.12	View chart
Spdr S&p Biotech Etf Etf (XBI)	0.3	$5.0M	-6%	51k	98.80	View chart
Unitedhealth Group Stock (UNH)	0.3	$5.0M	-16%	8.5k	584.69	View chart
Alerian Mlp Etf Etf (AMLP)	0.3	$4.9M	+4%	103k	47.13	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.3	$4.8M		7.00	691180.00	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.3	$4.8M	+8%	40k	119.62	View chart
Docusign Stock (DOCU)	0.3	$4.8M	-6%	77k	62.09	View chart
Thermo Fisher Scientific Stock (TMO)	0.3	$4.7M	-2%	7.7k	618.60	View chart
Mcdonalds Corp Stock (MCD)	0.3	$4.7M	+2%	16k	304.52	View chart
Harbor Long-term Growers Etf Etf (WINN)	0.3	$4.7M		182k	25.61	View chart
Pfizer Stock (PFE)	0.3	$4.6M	+3%	160k	28.94	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.3	$4.5M	+3%	22k	200.37	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.3	$4.4M		46k	95.72	View chart
Blackrock Stock (BLK)	0.3	$4.4M		4.6k	949.69	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.3	$4.3M	-35%	40k	109.33	View chart
Marsh & Mclennan Cos Stock (MMC)	0.3	$4.3M	+11%	19k	223.09	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.3	$4.2M		72k	59.22	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.3	$4.2M	-25%	46k	90.40	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.3	$4.1M	NEW	24k	174.50	View chart
Tesla Stock (TSLA)	0.3	$4.1M	+7%	16k	261.64	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.3	$4.0M	-2%	32k	126.18	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.3	$4.0M	-2%	11k	353.50	View chart
Uber Technologies Stock (UBER)	0.3	$3.9M	+2%	53k	75.16	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.3	$3.9M		63k	62.32	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.3	$3.9M		83k	47.53	View chart
Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF)	0.3	$3.9M		79k	49.47	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.3	$3.9M	-4%	40k	98.10	View chart
Texas Instrs Stock (TXN)	0.3	$3.8M		19k	206.57	View chart
Danaher Corporation Stock (DHR)	0.3	$3.8M		14k	278.03	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.3	$3.8M	+6%	56k	67.51	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$3.7M	+7%	9.7k	383.94	View chart
Church & Dwight Stock (CHD)	0.2	$3.7M		35k	104.72	View chart
Walmart Stock (WMT)	0.2	$3.7M		46k	80.75	View chart
Cencora Stock (COR)	0.2	$3.7M	+2%	16k	225.08	View chart
Vanguard Information Technology Etf Etf (VGT)	0.2	$3.6M	-3%	6.2k	586.57	View chart
Salesforce Stock (CRM)	0.2	$3.6M		13k	273.72	View chart
Nextera Energy Stock (NEE)	0.2	$3.6M	-10%	43k	84.53	View chart
Disney Walt Stock (DIS)	0.2	$3.6M	+5%	38k	96.19	View chart
Amgen Stock (AMGN)	0.2	$3.6M		11k	322.23	View chart
Tjx Cos Stock (TJX)	0.2	$3.6M		30k	117.54	View chart
Stryker Corporation Stock (SYK)	0.2	$3.5M		9.8k	361.30	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.2	$3.5M	+22%	43k	83.00	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.2	$3.5M	+2%	20k	179.31	View chart
Amicus Therapeutics Stock (FOLD)	0.2	$3.5M		327k	10.68	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.2	$3.4M	NEW	41k	84.52	View chart
Union Pac Corp Stock (UNP)	0.2	$3.4M		14k	246.48	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.2	$3.4M		35k	98.12	View chart
Honeywell Intl Stock (HON)	0.2	$3.4M	+2%	16k	206.72	View chart
Te Connectivity Stock	0.2	$3.3M	NEW	22k	150.99	View chart
Sherwin Williams Stock (SHW)	0.2	$3.3M	+9%	8.5k	381.68	View chart
Kinder Morgan Inc Del Stock (KMI)	0.2	$3.1M		141k	22.09	View chart
Zoom Video Communications Inc Cl A Stock (ZM)	0.2	$3.0M	-35%	43k	69.71	View chart
General Dynamics Corp Stock (GD)	0.2	$3.0M		9.9k	302.20	View chart
Rtx Corporation Stock (RTX)	0.2	$3.0M		25k	121.16	View chart
Adobe Stock (ADBE)	0.2	$3.0M	+10%	5.7k	517.81	View chart
Intercontinental Exchange Stock (ICE)	0.2	$3.0M		19k	160.65	View chart
Wells Fargo Stock (WFC)	0.2	$2.9M		52k	56.49	View chart
General Mtrs Stock (GM)	0.2	$2.9M	+8%	65k	44.84	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.2	$2.9M		70k	41.77	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.2	$2.9M	-3%	25k	116.96	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.2	$2.9M	+2%	36k	79.42	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.2	$2.8M	+15%	85k	33.23	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.2	$2.8M	+9%	6.7k	423.16	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.2	$2.8M	+3%	55k	51.12	View chart
Netflix Stock (NFLX)	0.2	$2.8M	-8%	3.9k	709.31	View chart
Ishares Select Dividend Etf Etf (DVY)	0.2	$2.8M		21k	135.07	View chart
Bondbloxx Bloomberg Six Month Target Duration Us Treasury Etf Etf (XHLF)	0.2	$2.8M	+19%	55k	50.44	View chart
Costco Whsl Corp Stock (COST)	0.2	$2.8M	-12%	3.1k	886.72	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$2.7M		5.6k	493.84	View chart
Ppg Inds Stock (PPG)	0.2	$2.7M		21k	132.46	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.2	$2.7M	-13%	25k	107.65	View chart
Bank America Corp Stock (BAC)	0.2	$2.7M	-2%	68k	39.68	View chart
Morgan Stanley Stock (MS)	0.2	$2.7M	-3%	26k	104.24	View chart
American Tower Corp Reit (AMT)	0.2	$2.7M	-2%	11k	232.57	View chart
Broadridge Finl Solutions Stock (BR)	0.2	$2.6M	+2%	12k	215.03	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.2	$2.6M	-20%	46k	57.41	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$2.6M		7.0k	375.41	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.2	$2.6M	+85%	45k	57.53	View chart
Moodys Corp Stock (MCO)	0.2	$2.6M		5.5k	474.61	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.2	$2.6M	+12%	27k	95.95	View chart
Grainger W W Stock (GWW)	0.2	$2.5M		2.4k	1038.81	View chart
Cisco Sys Stock (CSCO)	0.2	$2.5M	-11%	46k	53.22	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.2	$2.4M	-2%	54k	45.51	View chart
Coca Cola Stock (KO)	0.2	$2.4M		34k	71.86	View chart
Korn Ferry Stock (KFY)	0.2	$2.3M		31k	75.24	View chart
Blackrock Aaa Clo Etf Etf (CLOA)	0.2	$2.3M	+63%	44k	51.97	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.2	$2.3M		27k	83.75	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$2.3M	+4%	27k	83.63	View chart
American Elec Pwr Stock (AEP)	0.2	$2.3M		22k	102.60	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$2.3M	+12%	9.5k	237.22	View chart
Citigroup Stock (C)	0.1	$2.2M	+2%	36k	62.60	View chart
India Cef (IFN)	0.1	$2.2M	NEW	117k	19.02	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$2.2M	+7%	30k	73.67	View chart
Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS)	0.1	$2.2M	+11%	21k	103.58	View chart
Ares Capital Corp Cef (ARCC)	0.1	$2.2M		104k	20.94	View chart
Qualcomm Stock (QCOM)	0.1	$2.2M	+2%	13k	170.06	View chart
Penske Automotive Grp Stock (PAG)	0.1	$2.1M		13k	162.42	View chart
Invesco Preferred Etf Etf (PGX)	0.1	$2.1M	+7%	170k	12.35	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.1	$2.1M	-4%	26k	80.78	View chart
Pimco Dynamic Income Strategy Com Shs Ben Int Cef (PDX)	0.1	$2.1M		88k	23.59	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.1	$2.1M		18k	117.62	View chart
Kenvue Stock (KVUE)	0.1	$2.1M		89k	23.13	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$2.0M		7.7k	263.85	View chart
Invesco Variable Rate Preferred Etf Etf (VRP)	0.1	$2.0M		83k	24.46	View chart
Ftai Aviation Stock (FTAI)	0.1	$2.0M		15k	132.90	View chart
Vanguard Financials Etf Etf (VFH)	0.1	$2.0M		18k	109.91	View chart
Ge Aerospace Stock (GE)	0.1	$2.0M		11k	188.58	View chart
Constellation Energy Corp Stock (CEG)	0.1	$2.0M	-2%	7.6k	260.02	View chart
Invesco S&p 500 Garp Etf Etf (SPGP)	0.1	$1.9M	+2%	18k	104.67	View chart
Colgate Palmolive Stock (CL)	0.1	$1.9M	-2%	18k	103.81	View chart
Capital One Finl Corp Stock (COF)	0.1	$1.9M		13k	149.73	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$1.9M	+15%	9.5k	197.08	View chart
Air Prods & Chems Stock (APD)	0.1	$1.9M	+3%	6.3k	297.74	View chart
Agree Rlty Corp Reit (ADC)	0.1	$1.9M		25k	75.33	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.1	$1.9M	+5%	14k	131.91	View chart
Palo Alto Networks Stock (PANW)	0.1	$1.9M		5.5k	341.80	View chart
Lowes Cos Stock (LOW)	0.1	$1.9M	-4%	6.9k	270.89	View chart
Ishares Global Healthcare Etf Etf (IXJ)	0.1	$1.8M	-24%	19k	98.16	View chart
Verizon Communications Stock (VZ)	0.1	$1.8M	+5%	40k	44.91	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.1	$1.8M	+20%	111k	16.05	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$1.8M	+12%	49k	36.13	View chart
3M Stock (MMM)	0.1	$1.8M	-3%	13k	136.71	View chart
Servicenow Stock (NOW)	0.1	$1.8M	-5%	2.0k	894.56	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$1.7M		19k	91.31	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.1	$1.7M	-25%	41k	41.49	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$1.7M		28k	59.51	View chart
Starbucks Corp Stock (SBUX)	0.1	$1.7M		17k	97.49	View chart
The Cigna Group Stock (CI)	0.1	$1.7M	-2%	4.8k	346.45	View chart
Target Corp Stock (TGT)	0.1	$1.6M		11k	155.86	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$1.6M	-5%	6.0k	267.39	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$1.6M		29k	54.93	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.6M	-2%	7.2k	220.90	View chart
Ishares Global Industrials Etf Etf (EXI)	0.1	$1.6M	+218%	11k	148.76	View chart
Ishares Biotechnology Etf Etf (IBB)	0.1	$1.6M		11k	145.61	View chart
Ishares U.s. Broker-dealers & Securities Exchanges Etf Etf (IAI)	0.1	$1.5M	-2%	12k	128.56	View chart
Nyli Mackay Definedterm Muni Cef (MMD)	0.1	$1.5M		90k	16.86	View chart
Fedex Corp Stock (FDX)	0.1	$1.5M		5.6k	273.69	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.1	$1.5M		32k	47.52	View chart
Pulte Group Stock (PHM)	0.1	$1.5M		11k	143.53	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.1	$1.5M	-3%	38k	39.82	View chart
Graniteshares Gold Shares Etf (BAR)	0.1	$1.5M	-3%	57k	25.97	View chart
Advanced Micro Devices Stock (AMD)	0.1	$1.5M	+8%	9.0k	164.09	View chart
Mid-amer Apt Cmntys Reit (MAA)	0.1	$1.5M	+5%	9.3k	158.91	View chart
Annaly Capital Management Reit (NLY)	0.1	$1.5M		73k	20.07	View chart
Alibaba Group Hldg Adr (BABA)	0.1	$1.4M		14k	106.12	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.1	$1.4M	-6%	9.4k	151.63	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.1	$1.4M		11k	135.45	View chart
Toronto Dominion Bk Ont Stock (TD)	0.1	$1.4M	+4%	22k	63.26	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.1	$1.4M	+10%	1.7k	833.42	View chart
Tractor Supply Stock (TSCO)	0.1	$1.4M	+2%	4.8k	290.93	View chart
Advanced Energy Inds Stock (AEIS)	0.1	$1.4M		13k	105.24	View chart
Ishares Mbs Etf Etf (MBB)	0.1	$1.4M		14k	95.81	View chart
Conocophillips Stock (COP)	0.1	$1.3M		13k	105.28	View chart
Janus Henderson B-bbb Clo Etf Etf (JBBB)	0.1	$1.3M	-2%	27k	48.95	View chart
Kkr & Co Stock (KKR)	0.1	$1.3M	+22%	10k	130.58	View chart
Caterpillar Stock (CAT)	0.1	$1.3M	+3%	3.4k	391.12	View chart
Linde Stock (LIN)	0.1	$1.3M		2.7k	476.90	View chart
Intuitive Surgical Stock (ISRG)	0.1	$1.3M	-19%	2.7k	491.42	View chart
Fidelity Msci Consumer Discretionary Index Etf Etf (FDIS)	0.1	$1.3M	NEW	15k	88.44	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$1.3M	+5%	5.6k	230.59	View chart
Grayscale Bitcoin Trust Etf (GBTC)	0.1	$1.3M		26k	50.50	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.1	$1.3M	+5%	9.7k	132.25	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.1	$1.3M	+10%	10k	126.82	View chart
Genuine Parts Stock (GPC)	0.1	$1.3M		9.1k	139.69	View chart
Fiserv Stock (FI)	0.1	$1.3M		7.0k	179.65	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$1.2M		5.1k	241.14	View chart
Allstate Corp Stock (ALL)	0.1	$1.2M	+4%	6.4k	189.65	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$1.2M	-5%	18k	67.85	View chart
Cvs Health Corp Stock (CVS)	0.1	$1.2M	-15%	19k	62.88	View chart
BP Adr (BP)	0.1	$1.2M	-10%	38k	31.39	View chart
Novartis Adr (NVS)	0.1	$1.2M	-6%	10k	115.02	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.1	$1.2M	-5%	14k	83.33	View chart
Quadratic Interest Rate Volatility & Inflation Hedge Etf Etf (IVOL)	0.1	$1.2M	-3%	62k	19.25	View chart
Goldman Sachs Group Stock (GS)	0.1	$1.2M	-6%	2.4k	495.31	View chart
Nike Inc Cl B Stock (NKE)	0.1	$1.2M	+9%	13k	88.40	View chart
Chubb Stock (CB)	0.1	$1.2M		4.1k	288.43	View chart
Blackstone Mtg Tr Inc Com Cl A Reit (BXMT)	0.1	$1.2M	-10%	62k	19.01	View chart
Upwork Stock (UPWK)	0.1	$1.1M		109k	10.45	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$1.1M	-7%	5.6k	200.79	View chart
Yum Brands Stock (YUM)	0.1	$1.1M	-8%	8.0k	139.71	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.1	$1.1M	+261%	8.0k	139.50	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.1	$1.1M	+49%	2.4k	465.21	View chart
Csx Corp Stock (CSX)	0.1	$1.1M	-2%	32k	34.53	View chart
Intuit Stock (INTU)	0.1	$1.1M	-8%	1.8k	621.13	View chart

Past Filings by Transcend Capital Advisors

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

Transcend Capital Advisors 2024 Q3 filed Oct. 15, 2024
Transcend Capital Advisors 2024 Q2 filed July 2, 2024
Transcend Capital Advisors 2024 Q1 filed May 3, 2024
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

View all past filings

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