Transcend Wealth Collective

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Transcend Capital Advisors

Transcend Capital Advisors holds 570 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Transcend Capital Advisors has 570 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 7.9 $110M -7% 439k 250.42
 View chart
Microsoft Corp Stock (MSFT) 2.8 $39M -10% 93k 421.50
 View chart
Blue Owl Capital Corporation Cef (OBDC) 2.7 $37M -6% 2.4M 15.12
 View chart
Blue Owl Capital Inc Com Cl A Stock (OWL) 2.5 $34M -14% 1.5M 23.26
 View chart
Fs Kkr Cap Corp Cef (FSK) 2.2 $30M +10% 1.4M 21.72
 View chart
Merck & Co Stock (MRK) 2.0 $28M -3% 285k 99.48
 View chart
Spdr S&p 500 Etf Trust Etf (SPY) 1.7 $23M +45% 40k 586.08
 View chart
Amazon Stock (AMZN) 1.5 $21M -14% 95k 219.39
 View chart
Nvidia Corporation Stock (NVDA) 1.4 $20M -3% 145k 134.29
 View chart
Invesco Qqq Trust Series I Etf (QQQ) 1.3 $18M -4% 35k 511.23
 View chart
Jpmorgan Chase & Co Stock (JPM) 1.2 $17M -12% 70k 239.71
 View chart
Vanguard High Dividend Yield Index Etf Etf (VYM) 1.2 $16M +2% 125k 127.59
 View chart
Broadcom Stock (AVGO) 1.1 $15M 63k 231.84
 View chart
International Business Machs Stock (IBM) 1.1 $15M 66k 219.83
 View chart
S&p Global Stock (SPGI) 1.0 $14M 28k 498.03
 View chart
Eli Lilly & Co Stock (LLY) 1.0 $13M +4% 17k 772.00
 View chart
Blackstone Secd Lending Cef (BXSL) 0.9 $13M 398k 32.31
 View chart
Blackrock Tcp Capital Corp Cef (TCPC) 0.9 $13M +17% 1.4M 8.71
 View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.9 $12M -7% 64k 190.44
 View chart
Vanguard Dividend Appreciation Etf Etf (VIG) 0.9 $12M 61k 195.83
 View chart
Meta Platforms Inc Cl A Stock (META) 0.8 $12M -4% 20k 585.51
 View chart
Ishares Core S&p 500 Etf Etf (IVV) 0.8 $12M -35% 20k 588.69
 View chart
Home Depot Stock (HD) 0.8 $11M 29k 388.99
 View chart
Bristol-myers Squibb Stock (BMY) 0.8 $11M 196k 56.56
 View chart
Vanguard Value Etf Etf (VTV) 0.8 $11M +5% 65k 169.30
 View chart
Nuveen New York Amt Qlt Municp Cef (NRK) 0.8 $11M +16% 1.0M 10.46
 View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.8 $11M -5% 23k 453.28
 View chart
Technology Select Sector Spdr Fund Etf (XLK) 0.8 $11M 45k 232.52
 View chart
Blackstone Stock (BX) 0.7 $10M -4% 59k 172.42
 View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.7 $10M -30% 54k 189.30
 View chart
Exxon Mobil Corp Stock (XOM) 0.7 $10M 94k 107.57
 View chart
Visa Inc Com Cl A Stock (V) 0.7 $9.6M -7% 30k 316.04
 View chart
Vanguard Large-cap Etf Etf (VV) 0.7 $9.0M 34k 269.70
 View chart
Direxion Daily Msci Brazil Bull 2x Shares Etf (BRZU) 0.6 $8.9M NEW 215k 41.41
 View chart
Financial Select Sector Spdr Fund Etf (XLF) 0.6 $8.5M +22% 176k 48.33
 View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.6 $8.4M +6% 96k 87.90
 View chart
Johnson & Johnson Stock (JNJ) 0.6 $8.3M -10% 57k 144.62
 View chart
Vanguard Total Stock Market Etf Etf (VTI) 0.6 $7.9M +2% 27k 289.81
 View chart
Abbvie Stock (ABBV) 0.6 $7.7M -7% 43k 177.70
 View chart
Automatic Data Processing Stock (ADP) 0.6 $7.6M 26k 292.72
 View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.5 $7.4M -5% 74k 99.55
 View chart
Health Care Select Sector Spdr Fund Etf (XLV) 0.5 $7.3M 53k 137.57
 View chart
Blackstone Strategic Cred 2027 Com Shs Ben In Cef (BGB) 0.5 $6.8M 558k 12.23
 View chart
Vanguard S&p 500 Etf Etf (VOO) 0.5 $6.6M +12% 12k 538.81
 View chart
Tesla Stock (TSLA) 0.5 $6.6M +4% 16k 403.83
 View chart
Spdr Portfolio Short Term Treasury Etf Etf (SPTS) 0.5 $6.6M -3% 226k 29.01
 View chart
Spdr Gold Shares Etf (GLD) 0.5 $6.3M -6% 26k 242.13
 View chart
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS) 0.5 $6.2M -5% 141k 44.18
 View chart
Oracle Corp Stock (ORCL) 0.4 $6.0M 36k 166.64
 View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.4 $5.9M -34% 34k 175.23
 View chart
Vanguard Ftse Pacific Etf Etf (VPL) 0.4 $5.8M +2% 82k 71.04
 View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.4 $5.7M +99% 13k 425.51
 View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.4 $5.5M -6% 99k 55.45
 View chart
Agnc Invt Corp Reit (AGNC) 0.4 $5.3M -3% 577k 9.21
 View chart
Energy Select Sector Spdr Fund Etf (XLE) 0.4 $5.3M -5% 62k 85.66
 View chart
Blackrock Muniyield N Y Qualit Cef (MYN) 0.4 $5.3M 525k 10.08
 View chart
Procter And Gamble Stock (PG) 0.4 $5.3M -2% 31k 167.65
 View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.4 $5.1M -26% 88k 57.41
 View chart
Ishares Core Msci Eafe Etf Etf (IEFA) 0.4 $5.0M -13% 72k 70.28
 View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI) 0.4 $5.0M -15% 228k 21.90
 View chart
Ishares Bitcoin Trust Etf Etf (IBIT) 0.4 $5.0M +90% 94k 53.05
 View chart
Medtronic Stock (MDT) 0.4 $4.9M -13% 62k 79.88
 View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.4 $4.9M +6% 43k 115.55
 View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.3 $4.8M 7.00 680920.00
 View chart
Astrazeneca Adr (AZN) 0.3 $4.8M -6% 73k 65.52
 View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.3 $4.6M -8% 21k 224.35
 View chart
Chevron Corp Stock (CVX) 0.3 $4.6M -10% 32k 144.84
 View chart
Pepsico Stock (PEP) 0.3 $4.5M -3% 30k 152.06
 View chart
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF) 0.3 $4.5M -21% 193k 23.32
 View chart
Spdr S&p Dividend Etf Etf (SDY) 0.3 $4.5M -6% 34k 132.10
 View chart
Communication Services Select Sector Spdr Fund Etf (XLC) 0.3 $4.5M 46k 96.81
 View chart
Spdr S&p Biotech Etf Etf (XBI) 0.3 $4.4M -2% 49k 90.06
 View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.3 $4.3M +54% 56k 78.01
 View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.3 $4.3M 23k 184.88
 View chart
Disney Walt Stock (DIS) 0.3 $4.3M 38k 111.35
 View chart
Harbor Long-term Growers Etf Etf (WINN) 0.3 $4.2M -15% 153k 27.21
 View chart
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.3 $4.2M +5% 67k 62.31
 View chart
Marsh & Mclennan Cos Stock (MMC) 0.3 $4.1M 19k 212.41
 View chart
Eaton Corp Stock (ETN) 0.3 $4.1M -29% 12k 331.87
 View chart
Ishares U.s. Medical Devices Etf Etf (IHI) 0.3 $4.0M -3% 69k 58.35
 View chart
Pfizer Stock (PFE) 0.3 $4.0M -5% 152k 26.53
 View chart
Invesco S&p 500 Top 50 Etf Etf (XLG) 0.3 $4.0M -2% 80k 49.96
 View chart
Mcdonalds Corp Stock (MCD) 0.3 $4.0M -11% 14k 289.89
 View chart
Ishares China Large-cap Etf Etf (FXI) 0.3 $4.0M +16311% 131k 30.44
 View chart
Ishares S&p 500 Growth Etf Etf (IVW) 0.3 $4.0M -14% 39k 101.53
 View chart
Vanguard Growth Etf Etf (VUG) 0.3 $4.0M 9.7k 410.44
 View chart
Accenture Plc Ireland Shs Class A Stock (ACN) 0.3 $4.0M 11k 351.78
 View chart
Stryker Corporation Stock (SYK) 0.3 $3.9M +11% 11k 360.04
 View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.3 $3.9M 56k 68.94
 View chart
Thermo Fisher Scientific Stock (TMO) 0.3 $3.8M -3% 7.4k 520.22
 View chart
Vanguard Information Technology Etf Etf (VGT) 0.3 $3.8M 6.2k 621.80
 View chart
Kinder Morgan Inc Del Stock (KMI) 0.3 $3.8M 139k 27.40
 View chart
Church & Dwight Stock (CHD) 0.3 $3.7M 35k 104.71
 View chart
Honeywell Intl Stock (HON) 0.3 $3.7M 16k 225.89
 View chart
Tjx Cos Stock (TJX) 0.3 $3.7M 30k 120.81
 View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.3 $3.6M +8% 46k 78.61
 View chart
Blackrock Stock (BLK) 0.3 $3.6M NEW 3.5k 1025.10
 View chart
Walmart Stock (WMT) 0.3 $3.6M -13% 40k 90.35
 View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.3 $3.5M -10% 35k 99.54
 View chart
Wells Fargo Stock (WFC) 0.3 $3.5M -4% 50k 70.24
 View chart
Amicus Therapeutics Stock (FOLD) 0.2 $3.4M +11% 364k 9.42
 View chart
Texas Instrs Stock (TXN) 0.2 $3.4M -3% 18k 187.51
 View chart
Te Connectivity Plc Ord Stock (TEL) 0.2 $3.3M +5% 23k 142.97
 View chart
General Mtrs Stock (GM) 0.2 $3.3M -5% 62k 53.27
 View chart
Cencora Stock (COR) 0.2 $3.3M -11% 15k 224.68
 View chart
Netflix Stock (NFLX) 0.2 $3.2M -8% 3.6k 891.37
 View chart
Mastercard Incorporated Cl A Stock (MA) 0.2 $3.2M +9% 6.1k 526.61
 View chart
Morgan Stanley Stock (MS) 0.2 $3.2M 25k 125.72
 View chart
Danaher Corporation Stock (DHR) 0.2 $3.2M 14k 229.56
 View chart
Union Pac Corp Stock (UNP) 0.2 $3.2M 14k 228.04
 View chart
Ishares Core S&p Small Cap Etf Etf (IJR) 0.2 $3.0M +6% 26k 115.22
 View chart
Blue Owl Cap Corp Iii Stock (OBDE) 0.2 $3.0M -81% 209k 14.42
 View chart
Vanguard Small-cap Etf Etf (VB) 0.2 $3.0M +31% 13k 240.27
 View chart
Unitedhealth Group Stock (UNH) 0.2 $3.0M -31% 5.9k 505.82
 View chart
Costco Whsl Corp Stock (COST) 0.2 $2.9M 3.2k 916.29
 View chart
Nextera Energy Stock (NEE) 0.2 $2.8M -7% 40k 71.69
 View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.2 $2.8M -18% 16k 178.08
 View chart
Nuveen New York Qlt Mun Cef (NAN) 0.2 $2.8M +2363% 246k 11.40
 View chart
Zoom Communications Inc Cl A Stock (ZM) 0.2 $2.8M -20% 34k 81.61
 View chart
Broadridge Finl Solutions Stock (BR) 0.2 $2.8M 12k 226.09
 View chart
Amgen Stock (AMGN) 0.2 $2.8M -4% 11k 260.63
 View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.2 $2.8M -31% 22k 128.82
 View chart
Bank America Corp Stock (BAC) 0.2 $2.7M -10% 61k 43.95
 View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.2 $2.7M 54k 50.13
 View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.2 $2.7M -45% 60k 45.20
 View chart
Sherwin Williams Stock (SHW) 0.2 $2.7M -7% 7.9k 339.95
 View chart
Vanguard Mid-cap Etf Etf (VO) 0.2 $2.7M +31% 10k 264.12
 View chart
Cisco Sys Stock (CSCO) 0.2 $2.7M -2% 45k 59.20
 View chart
Rtx Corporation Stock (RTX) 0.2 $2.7M -6% 23k 115.72
 View chart
Intercontinental Exchange Stock (ICE) 0.2 $2.7M -2% 18k 149.01
 View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.2 $2.7M -23% 31k 87.33
 View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV) 0.2 $2.7M +2% 28k 96.53
 View chart
Moodys Corp Stock (MCO) 0.2 $2.6M 5.5k 473.36
 View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF) 0.2 $2.6M -36% 50k 51.25
 View chart
Ishares Select Dividend Etf Etf (DVY) 0.2 $2.5M -5% 19k 131.29
 View chart
Grainger W W Stock (GWW) 0.2 $2.5M 2.4k 1054.27
 View chart
Ishares Russell 1000 Growth Etf Etf (IWF) 0.2 $2.5M -10% 6.3k 401.58
 View chart
Adobe Stock (ADBE) 0.2 $2.5M -2% 5.6k 444.64
 View chart
Ppg Inds Stock (PPG) 0.2 $2.5M 21k 119.45
 View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.2 $2.4M 53k 44.92
 View chart
Comcast Corp New Cl A Stock (CMCSA) 0.2 $2.4M -9% 63k 37.53
 View chart
India Cef (IFN) 0.2 $2.3M +25% 147k 15.75
 View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.2 $2.3M +16% 17k 139.35
 View chart
Ishares Msci Eafe Etf Etf (EFA) 0.2 $2.3M +9% 30k 75.61
 View chart
Capital One Finl Corp Stock (COF) 0.2 $2.2M 13k 178.32
 View chart
Ftai Aviation Stock (FTAI) 0.2 $2.2M 15k 144.04
 View chart
Vanguard Financials Etf Etf (VFH) 0.2 $2.1M 18k 118.07
 View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.2 $2.1M -11% 41k 52.22
 View chart
General Dynamics Corp Stock (GD) 0.2 $2.1M -19% 8.0k 263.48
 View chart
Korn Ferry Stock (KFY) 0.2 $2.1M 31k 67.45
 View chart
Salesforce Stock (CRM) 0.1 $2.1M -53% 6.2k 334.31
 View chart
Pimco Dynamic Income Strategy Com Shs Ben Int Cef (PDX) 0.1 $2.1M -9% 79k 26.13
 View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.1 $2.1M +26% 36k 57.53
 View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.1 $2.1M -6% 26k 80.27
 View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.1 $2.1M -36% 22k 92.45
 View chart
American Tower Corp Reit (AMT) 0.1 $2.0M -2% 11k 183.42
 View chart
Ishares Core High Dividend Etf Etf (HDV) 0.1 $2.0M +4% 18k 112.26
 View chart
American Elec Pwr Stock (AEP) 0.1 $2.0M 22k 92.23
 View chart
Penske Automotive Grp Stock (PAG) 0.1 $2.0M 13k 152.44
 View chart
Coca Cola Stock (KO) 0.1 $1.9M -6% 31k 62.26
 View chart
Invesco S&p 500 Garp Etf Etf (SPGP) 0.1 $1.9M 18k 104.88
 View chart
Kenvue Stock (KVUE) 0.1 $1.9M 89k 21.35
 View chart
Palo Alto Networks Stock (PANW) 0.1 $1.9M +90% 10k 181.96
 View chart
Ishares Russell 2000 Etf Etf (IWM) 0.1 $1.9M +16% 8.4k 220.97
 View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ) 0.1 $1.9M +12% 33k 56.38
 View chart
Qualcomm Stock (QCOM) 0.1 $1.8M -5% 12k 153.62
 View chart
Centene Corp Del Stock (CNC) 0.1 $1.8M +143% 30k 60.58
 View chart
Ishares Msci Eafe Growth Etf Etf (EFG) 0.1 $1.8M -26% 19k 96.83
 View chart
Air Prods & Chems Stock (APD) 0.1 $1.8M 6.2k 290.03
 View chart
Agree Rlty Corp Reit (ADC) 0.1 $1.7M 25k 70.45
 View chart
Ares Capital Corp Cef (ARCC) 0.1 $1.7M -24% 79k 21.89
 View chart
Constellation Energy Corp Stock (CEG) 0.1 $1.7M 7.7k 223.71
 View chart
Allstate Corp Stock (ALL) 0.1 $1.7M +37% 8.8k 192.79
 View chart
Lowes Cos Stock (LOW) 0.1 $1.7M 6.9k 246.81
 View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.1 $1.7M -22% 85k 19.59
 View chart
3M Stock (MMM) 0.1 $1.7M 13k 129.09
 View chart
Ge Aerospace Stock (GE) 0.1 $1.7M -4% 10k 166.80
 View chart
Vanguard Small-cap Growth Etf Etf (VBK) 0.1 $1.7M 5.9k 280.04
 View chart
Colgate Palmolive Stock (CL) 0.1 $1.6M -2% 18k 90.91
 View chart
Alerian Mlp Etf Etf (AMLP) 0.1 $1.6M -67% 34k 48.16
 View chart
Fedex Corp Stock (FDX) 0.1 $1.6M +3% 5.8k 281.35
 View chart
Nike Inc Cl B Stock (NKE) 0.1 $1.6M +57% 21k 75.67
 View chart
Ishares Global Healthcare Etf Etf (IXJ) 0.1 $1.6M 18k 85.97
 View chart
Ishares U.s. Broker-dealers & Securities Exchanges Etf Etf (IAI) 0.1 $1.5M -9% 11k 144.10
 View chart
Asml Holding N V N Y Registry Adr (ASML) 0.1 $1.5M +32% 2.2k 693.19
 View chart
Ishares S&p 500 Value Etf Etf (IVE) 0.1 $1.5M -15% 8.0k 190.88
 View chart
Advanced Energy Inds Stock (AEIS) 0.1 $1.5M 13k 115.63
 View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT) 0.1 $1.5M 40k 37.12
 View chart
Ishares Global Industrials Etf Etf (EXI) 0.1 $1.5M 11k 141.22
 View chart
Servicenow Stock (NOW) 0.1 $1.5M -30% 1.4k 1060.41
 View chart
Graniteshares Gold Shares Etf (BAR) 0.1 $1.5M 56k 25.89
 View chart
Ishares Biotechnology Etf Etf (IBB) 0.1 $1.4M 11k 132.21
 View chart
Verizon Communications Stock (VZ) 0.1 $1.4M -9% 36k 39.99
 View chart
Ishares Aaa Clo Active Etf Etf (CLOA) 0.1 $1.4M -38% 27k 51.77
 View chart
Fidelity Msci Consumer Discretionary Index Etf Etf (FDIS) 0.1 $1.4M 14k 97.46
 View chart
Industrial Select Sector Spdr Fund Etf (XLI) 0.1 $1.4M 11k 131.76
 View chart
Conocophillips Stock (COP) 0.1 $1.4M +8% 14k 99.17
 View chart
Intuitive Surgical Stock (ISRG) 0.1 $1.4M 2.6k 521.92
 View chart
Citigroup Stock (C) 0.1 $1.4M -45% 20k 70.39
 View chart
Starbucks Corp Stock (SBUX) 0.1 $1.4M -11% 15k 91.25
 View chart
Fiserv Stock (FI) 0.1 $1.4M -4% 6.6k 205.43
 View chart
Goldman Sachs Group Stock (GS) 0.1 $1.4M 2.4k 572.68
 View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.1 $1.4M +87% 60k 22.70
 View chart
Mid-amer Apt Cmntys Reit (MAA) 0.1 $1.4M -5% 8.8k 154.57
 View chart
Ishares Msci Eafe Value Etf Etf (EFV) 0.1 $1.3M -43% 26k 52.47
 View chart
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $1.3M -25% 22k 59.73
 View chart
Kkr & Co Stock (KKR) 0.1 $1.3M -11% 9.0k 147.91
 View chart
Annaly Capital Management Reit (NLY) 0.1 $1.3M 72k 18.30
 View chart
Caterpillar Stock (CAT) 0.1 $1.3M +7% 3.6k 362.77
 View chart
Vertex Pharmaceuticals Stock (VRTX) 0.1 $1.3M +36% 3.3k 402.66
 View chart
Tractor Supply Stock (TSCO) 0.1 $1.3M +406% 24k 53.06
 View chart
Ishares Semiconductor Etf Etf (SOXX) 0.1 $1.3M +5% 5.9k 215.49
 View chart
Ishares U.s. Technology Etf Etf (IYW) 0.1 $1.3M -16% 7.9k 159.52
 View chart
Zoetis Inc Cl A Stock (ZTS) 0.1 $1.2M +259% 7.6k 162.93
 View chart
At&t Stock (T) 0.1 $1.2M +32% 54k 22.77
 View chart
The Cigna Group Stock (CI) 0.1 $1.2M -6% 4.5k 276.15
 View chart
Janus Henderson B-bbb Clo Etf Etf (JBBB) 0.1 $1.2M -9% 25k 49.16
 View chart
Target Corp Stock (TGT) 0.1 $1.2M -14% 8.9k 135.19
 View chart
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $1.2M +189% 52k 23.18
 View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.1 $1.2M +10% 8.8k 135.38
 View chart
Brady Corp Cl A Stock (BRC) 0.1 $1.2M +12% 16k 73.85
 View chart
Coinbase Global Inc Com Cl A Stock (COIN) 0.1 $1.2M 4.7k 248.30
 View chart
Pulte Group Stock (PHM) 0.1 $1.2M 11k 108.90
 View chart
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.1 $1.1M -9% 8.9k 129.34
 View chart
Linde Stock (LIN) 0.1 $1.1M 2.7k 418.71
 View chart
Vanguard Russell 1000 Value Etf Etf (VONV) 0.1 $1.1M -3% 14k 81.25
 View chart
Lululemon Athletica Stock (LULU) 0.1 $1.1M -6% 2.9k 382.43
 View chart
Schwab Us Dividend Equity Etf Etf (SCHD) 0.1 $1.1M 40k 27.32
 View chart
Intuit Stock (INTU) 0.1 $1.1M 1.7k 628.67
 View chart
Vanguard Small Cap Value Etf Etf (VBR) 0.1 $1.1M -2% 5.5k 198.18
 View chart
Chubb Stock (CB) 0.1 $1.1M -4% 3.9k 276.27
 View chart
Quadratic Interest Rate Volatility & Inflation Hedge Etf Etf (IVOL) 0.1 $1.0M -5% 59k 17.74
 View chart
Jpmorgan Betabuilders Canada Etf Etf (BBCA) 0.1 $1.0M 15k 70.59
 View chart
Taiwan Semiconductor Mfg Adr (TSM) 0.1 $1.0M 5.3k 197.49
 View chart
BP Adr (BP) 0.1 $1.0M -9% 35k 29.56
 View chart
Public Svc Enterprise Grp Stock (PEG) 0.1 $1.0M 12k 84.49
 View chart
Novartis Adr (NVS) 0.1 $1.0M 10k 97.31
 View chart
Ishares Ibonds Dec 2029 Term Treasury Etf Etf (IBTJ) 0.1 $1.0M 47k 21.33
 View chart
Ge Vernova Stock (GEV) 0.1 $1000k -5% 3.0k 328.93
 View chart
Rollins Stock (ROL) 0.1 $988k 21k 46.35
 View chart
Csx Corp Stock (CSX) 0.1 $986k -4% 31k 32.27
 View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.1 $978k 7.7k 126.76
 View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.1 $975k +6% 19k 51.14
 View chart
Ishares Core Msci Europe Etf Etf (IEUR) 0.1 $970k +5% 18k 53.98
 View chart
Airbnb Inc Com Cl A Stock (ABNB) 0.1 $969k -26% 7.4k 131.41
 View chart
Vanguard Russell 2000 Etf Etf (VTWO) 0.1 $939k 11k 89.33
 View chart
Sabine Rty Tr Unit Ben Int Stock (SBR) 0.1 $938k 15k 64.81
 View chart
Waste Mgmt Inc Del Stock (WM) 0.1 $934k 4.6k 201.79
 View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.1 $933k -4% 7.3k 128.63
 View chart
Ishares Msci Intl Value Factor Etf Etf (IVLU) 0.1 $932k +53% 34k 27.11
 View chart

Past Filings by Transcend Capital Advisors

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

View all past filings