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

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Portfolio Holdings for Transcend Capital Advisors

Transcend Capital Advisors holds 597 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Transcend Capital Advisors has 597 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) 7.4 $102M 485k 210.62
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Microsoft Corp Stock (MSFT) 3.4 $47M +5% 105k 446.95
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Blue Owl Capital Corporation Cef (OBDC) 2.9 $40M -20% 2.6M 15.36
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Merck & Co Stock (MRK) 2.7 $37M 299k 123.80
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Blue Owl Capital Inc Com Cl A Stock (OWL) 2.2 $31M 1.7M 17.75
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Nvidia Corporation Stock (NVDA) 1.7 $23M +992% 188k 123.54
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Fs Kkr Cap Corp Cef (FSK) 1.6 $23M +18% 1.1M 19.73
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Amazon Stock (AMZN) 1.6 $22M +3% 111k 193.25
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Spdr S&p 500 Etf Trust Etf (SPY) 1.4 $19M 35k 544.22
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Invesco Qqq Trust Series I Etf (QQQ) 1.3 $18M 37k 479.11
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Ishares Core S&p 500 Etf Etf (IVV) 1.2 $17M 31k 547.22
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Jpmorgan Chase & Co Stock (JPM) 1.2 $17M +3% 83k 202.26
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Eli Lilly & Co Stock (LLY) 1.1 $15M +9% 17k 905.36
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Vanguard High Dividend Yield Index Etf Etf (VYM) 1.0 $15M 122k 118.60
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Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.0 $14M +8% 78k 182.15
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.9 $13M +8% 72k 183.42
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S&p Global Stock (SPGI) 0.9 $13M +8% 28k 446.00
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Blackstone Secd Lending Cef (BXSL) 0.9 $12M -2% 403k 30.62
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International Business Machs Stock (IBM) 0.8 $12M +7% 67k 172.95
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Vanguard Dividend Appreciation Etf Etf (VIG) 0.8 $11M +5% 61k 182.55
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Technology Select Sector Spdr Fund Etf (XLK) 0.8 $11M 49k 226.23
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Exxon Mobil Corp Stock (XOM) 0.8 $11M +3% 95k 115.12
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Johnson & Johnson Stock (JNJ) 0.8 $11M -29% 73k 146.16
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Meta Platforms Inc Cl A Stock (META) 0.8 $11M +9% 21k 504.21
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.8 $10M +17% 26k 406.81
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Home Depot Stock (HD) 0.7 $10M +5% 29k 344.24
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Broadcom Stock (AVGO) 0.7 $10M -2% 6.3k 1605.52
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Vanguard Value Etf Etf (VTV) 0.7 $9.9M 62k 160.41
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Visa Inc Com Cl A Stock (V) 0.7 $9.6M +27% 37k 262.47
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Blue Owl Cap Corp Iii Stock (OBDE) 0.6 $8.6M NEW 578k 14.97
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Health Care Select Sector Spdr Fund Etf (XLV) 0.6 $8.5M -20% 58k 145.75
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Blackrock Tcp Capital Corp Cef (TCPC) 0.6 $8.4M +61% 781k 10.80
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Vanguard Large-cap Etf Etf (VV) 0.6 $8.4M 34k 249.62
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Bristol-myers Squibb Stock (BMY) 0.6 $8.4M +2% 201k 41.53
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Abbvie Stock (ABBV) 0.6 $7.9M +61% 46k 171.52
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Blackstone Stock (BX) 0.6 $7.8M +5% 63k 123.80
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Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.6 $7.7M +9% 80k 96.13
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Vanguard Total Stock Market Etf Etf (VTI) 0.5 $7.1M 27k 267.51
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Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.5 $6.9M +5% 87k 80.13
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Janus Henderson Mortgage-backed Securities Etf Etf (JMBS) 0.5 $6.8M 153k 44.65
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Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.5 $6.8M -2% 116k 58.64
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Ishares Core Msci Eafe Etf Etf (IEFA) 0.5 $6.8M 93k 72.64
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Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.5 $6.6M +20% 40k 164.28
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Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF) 0.5 $6.3M +69% 273k 23.22
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Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.5 $6.3M 61k 102.70
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Automatic Data Processing Stock (ADP) 0.5 $6.2M +3% 26k 238.69
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Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI) 0.4 $6.1M +47% 280k 21.83
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Astrazeneca Adr (AZN) 0.4 $6.1M +262% 78k 77.99
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Chevron Corp Stock (CVX) 0.4 $5.7M 37k 156.42
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Medtronic Stock (MDT) 0.4 $5.7M +3% 72k 78.71
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Agnc Invt Corp Reit (AGNC) 0.4 $5.7M +5% 593k 9.54
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Vanguard Ftse Pacific Etf Etf (VPL) 0.4 $5.6M 76k 74.18
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Eaton Corp Stock (ETN) 0.4 $5.4M +5% 17k 313.55
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Blackstone Strategic Cred 2027 Com Shs Ben In Cef (BGB) 0.4 $5.3M +16% 450k 11.89
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Communication Services Select Sector Spdr Fund Etf (XLC) 0.4 $5.3M -5% 62k 85.66
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Vanguard S&p 500 Etf Etf (VOO) 0.4 $5.3M -6% 11k 500.13
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Oracle Corp Stock (ORCL) 0.4 $5.2M +3% 37k 141.20
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Procter And Gamble Stock (PG) 0.4 $5.2M -4% 32k 164.92
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Spdr Gold Shares Etf (GLD) 0.4 $5.2M 24k 215.01
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Unitedhealth Group Stock (UNH) 0.4 $5.2M +10% 10k 509.27
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Pepsico Stock (PEP) 0.4 $5.1M +4% 31k 164.93
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Te Connectivity Stock (TEL) 0.4 $5.0M +276% 34k 150.43
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Spdr S&p Biotech Etf Etf (XBI) 0.4 $5.0M +7% 54k 92.71
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Alerian Mlp Etf Etf (AMLP) 0.3 $4.8M +21% 99k 47.98
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Energy Select Sector Spdr Fund Etf (XLE) 0.3 $4.7M 52k 91.15
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Spdr S&p Dividend Etf Etf (SDY) 0.3 $4.7M 37k 127.18
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Harbor Long-term Growers Etf Etf (WINN) 0.3 $4.6M 183k 25.29
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Financial Select Sector Spdr Fund Etf (XLF) 0.3 $4.6M +11% 111k 41.11
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Docusign Stock (DOCU) 0.3 $4.4M 82k 53.50
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Thermo Fisher Scientific Stock (TMO) 0.3 $4.3M +3% 7.8k 552.99
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Pfizer Stock (PFE) 0.3 $4.3M 155k 27.98
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Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.3 $4.3M 73k 59.20
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Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.3 $4.3M 7.00 612241.00
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Ishares S&p 500 Growth Etf Etf (IVW) 0.3 $4.3M +82% 46k 92.54
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Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.3 $4.2M +2% 37k 115.47
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Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.3 $4.1M -11% 91k 45.22
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Ishares U.s. Medical Devices Etf Etf (IHI) 0.3 $4.1M 73k 56.04
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Zoom Video Communications Inc Cl A Stock (ZM) 0.3 $4.0M -22% 67k 59.19
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Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.3 $4.0M 22k 182.40
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Mcdonalds Corp Stock (MCD) 0.3 $3.9M 15k 254.84
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Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.3 $3.8M -10% 32k 119.32
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Invesco S&p 500 Top 50 Etf Etf (XLG) 0.3 $3.8M -7% 84k 45.75
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Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.3 $3.8M 41k 91.78
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Vanguard Information Technology Etf Etf (VGT) 0.3 $3.7M -2% 6.5k 576.59
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Uber Technologies Stock (UBER) 0.3 $3.7M +34% 51k 72.68
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Ishares Core S&p Mid-cap Etf Etf (IJH) 0.3 $3.7M +167% 63k 58.52
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Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF) 0.3 $3.7M +46% 78k 46.94
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Marsh & Mclennan Cos Stock (MMC) 0.3 $3.7M +19% 17k 210.72
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Church & Dwight Stock (CHD) 0.3 $3.7M 35k 103.68
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Blackrock Stock (BLK) 0.3 $3.6M -2% 4.6k 787.36
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Texas Instrs Stock (TXN) 0.3 $3.6M -2% 19k 194.53
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Cencora Stock (COR) 0.3 $3.6M +12% 16k 225.30
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Disney Walt Stock (DIS) 0.3 $3.6M +10% 36k 99.29
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Danaher Corporation Stock (DHR) 0.3 $3.5M +36% 14k 249.86
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Accenture Plc Ireland Shs Class A Stock (ACN) 0.3 $3.5M +21% 12k 303.40
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Amgen Stock (AMGN) 0.3 $3.5M +3% 11k 312.46
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Salesforce Stock (CRM) 0.2 $3.4M 13k 257.10
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Honeywell Intl Stock (HON) 0.2 $3.4M +3% 16k 213.53
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Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.2 $3.4M -3% 53k 64.00
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Nextera Energy Stock (NEE) 0.2 $3.4M +14% 48k 70.81
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Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.2 $3.4M 67k 50.31
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Vanguard Growth Etf Etf (VUG) 0.2 $3.4M +7% 9.0k 374.03
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Tjx Cos Stock (TJX) 0.2 $3.3M +19% 30k 110.10
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Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.2 $3.3M +4% 35k 93.65
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Amicus Therapeutics Stock (FOLD) 0.2 $3.3M +6% 330k 9.92
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Stryker Corporation Stock (SYK) 0.2 $3.3M +18% 9.6k 340.25
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Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.2 $3.2M 19k 170.76
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Walmart Stock (WMT) 0.2 $3.1M +20% 46k 67.71
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Union Pac Corp Stock (UNP) 0.2 $3.1M -3% 14k 226.27
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Wells Fargo Stock (WFC) 0.2 $3.1M +4% 53k 59.39
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Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.2 $3.1M +18% 58k 53.53
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Costco Whsl Corp Stock (COST) 0.2 $3.0M +2% 3.6k 850.07
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Ishares Msci Eafe Growth Etf Etf (EFG) 0.2 $3.0M +26% 29k 102.30
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General Dynamics Corp Stock (GD) 0.2 $2.9M +4% 10k 290.15
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Tesla Stock (TSLA) 0.2 $2.9M +3% 15k 197.88
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Netflix Stock (NFLX) 0.2 $2.9M +192% 4.3k 674.91
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Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL) 0.2 $2.9M +2% 55k 52.49
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Adobe Stock (ADBE) 0.2 $2.9M +75% 5.2k 555.58
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Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT) 0.2 $2.9M 78k 36.66
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Bank America Corp Stock (BAC) 0.2 $2.8M +13% 70k 39.77
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General Mtrs Stock (GM) 0.2 $2.8M +9% 60k 46.46
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Kinder Morgan Inc Del Stock (KMI) 0.2 $2.8M 140k 19.87
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Comcast Corp New Cl A Stock (CMCSA) 0.2 $2.7M -6% 70k 39.16
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Ishares Core S&p Small Cap Etf Etf (IJR) 0.2 $2.7M +35% 26k 106.66
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Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.2 $2.7M 35k 77.27
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Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.2 $2.7M -2% 35k 76.58
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Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.2 $2.6M +4% 53k 50.11
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Ishares Russell 1000 Growth Etf Etf (IWF) 0.2 $2.6M 7.1k 364.51
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Morgan Stanley Stock (MS) 0.2 $2.6M +4% 26k 97.19
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Ppg Inds Stock (PPG) 0.2 $2.6M NEW 20k 125.89
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Intercontinental Exchange Stock (ICE) 0.2 $2.5M +23% 18k 136.89
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Cisco Sys Stock (CSCO) 0.2 $2.5M -4% 52k 47.51
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Ishares Select Dividend Etf Etf (DVY) 0.2 $2.5M +30% 21k 120.98
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Mastercard Incorporated Cl A Stock (MA) 0.2 $2.5M +29% 5.6k 441.18
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Rtx Corporation Stock (RTX) 0.2 $2.5M +9% 25k 100.39
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Qualcomm Stock (QCOM) 0.2 $2.5M 12k 199.18
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Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.2 $2.4M 6.1k 391.13
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Broadridge Finl Solutions Stock (BR) 0.2 $2.4M +11% 12k 197.00
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Sherwin Williams Stock (SHW) 0.2 $2.3M +24% 7.8k 298.44
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Ishares Preferred & Income Securities Etf Etf (PFF) 0.2 $2.3M +14% 74k 31.55
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Bondbloxx Bloomberg Six Month Target Duration Us Treasury Etf Etf (XHLF) 0.2 $2.3M +179% 46k 50.28
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Moodys Corp Stock (MCO) 0.2 $2.3M 5.5k 420.90
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Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.2 $2.3M 55k 41.53
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American Tower Corp Reit (AMT) 0.2 $2.3M 12k 194.39
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Ishares Global Healthcare Etf Etf (IXJ) 0.2 $2.3M 24k 92.84
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Citigroup Stock (C) 0.2 $2.2M +19% 35k 63.46
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Ares Capital Corp Cef (ARCC) 0.2 $2.2M 105k 20.84
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Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.2 $2.2M 27k 79.93
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Ishares Msci Intl Quality Factor Etf Etf (IQLT) 0.2 $2.2M 55k 39.05
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Grainger W W Stock (GWW) 0.2 $2.1M +10% 2.4k 902.11
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Avantis U.s. Small Cap Value Etf Etf (AVUV) 0.2 $2.1M NEW 24k 89.72
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Coca Cola Stock (KO) 0.2 $2.1M 33k 63.65
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Korn Ferry Stock (KFY) 0.1 $2.1M 31k 67.14
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Ishares Msci Eafe Etf Etf (EFA) 0.1 $2.0M +106% 26k 78.33
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American Elec Pwr Stock (AEP) 0.1 $2.0M +2% 22k 87.74
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Invesco Variable Rate Preferred Etf Etf (VRP) 0.1 $2.0M +16% 82k 23.96
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Pimco Dynamic Income Strategy Com Shs Ben Int Cef (PDX) 0.1 $2.0M 88k 22.28
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Penske Automotive Grp Stock (PAG) 0.1 $1.9M 13k 149.02
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Ishares Msci China Etf Etf (MCHI) 0.1 $1.9M 45k 42.17
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Ishares Core High Dividend Etf Etf (HDV) 0.1 $1.9M 18k 108.70
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Vanguard Mid-cap Etf Etf (VO) 0.1 $1.9M 7.8k 242.11
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Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS) 0.1 $1.9M +21% 19k 98.12
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Palo Alto Networks Stock (PANW) 0.1 $1.8M 5.5k 339.01
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Utilities Select Sector Spdr Fund Etf (XLU) 0.1 $1.8M -5% 27k 68.14
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Colgate Palmolive Stock (CL) 0.1 $1.8M 19k 97.04
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Invesco S&p 500 Garp Etf Etf (SPGP) 0.1 $1.8M +25% 18k 102.78
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Vanguard Small-cap Etf Etf (VB) 0.1 $1.8M +3% 8.4k 218.05
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Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $1.8M +23% 28k 65.44
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Vanguard Financials Etf Etf (VFH) 0.1 $1.8M -13% 18k 99.88
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Invesco Preferred Etf Etf (PGX) 0.1 $1.8M +4% 158k 11.55
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Capital One Finl Corp Stock (COF) 0.1 $1.8M +2% 13k 138.45
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Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $1.7M +8% 13k 127.48
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Ge Aerospace Stock (GE) 0.1 $1.6M 10k 158.97
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Servicenow Stock (NOW) 0.1 $1.6M NEW 2.1k 786.81
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Fedex Corp Stock (FDX) 0.1 $1.6M +18% 5.5k 299.86
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Kenvue Stock (KVUE) 0.1 $1.6M 89k 18.18
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The Cigna Group Stock (CI) 0.1 $1.6M +31% 4.9k 330.58
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Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ) 0.1 $1.6M 29k 55.50
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Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.1 $1.6M +3% 28k 56.68
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Vanguard Small-cap Growth Etf Etf (VBK) 0.1 $1.6M -3% 6.4k 250.13
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Lowes Cos Stock (LOW) 0.1 $1.6M 7.2k 220.46
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Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $1.6M -7% 19k 83.96
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Air Prods & Chems Stock (APD) 0.1 $1.6M 6.1k 258.04
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Verizon Communications Stock (VZ) 0.1 $1.6M 38k 41.24
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Constellation Energy Corp Stock (CEG) 0.1 $1.6M +35% 7.8k 200.27
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BP Adr (BP) 0.1 $1.6M +5% 43k 36.10
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Target Corp Stock (TGT) 0.1 $1.6M +4% 11k 148.04
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Ftai Aviation Stock (FTAI) 0.1 $1.5M 15k 103.23
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Agree Rlty Corp Reit (ADC) 0.1 $1.5M +4% 25k 61.94
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Asml Holding N V N Y Registry Adr (ASML) 0.1 $1.5M +291% 1.5k 1022.95
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Mainstay Mackay Definedterm Mu Cef (MMD) 0.1 $1.5M -15% 92k 16.58
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Ishares U.s. Technology Etf Etf (IYW) 0.1 $1.5M 10k 150.51
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Ishares Russell 2000 Etf Etf (IWM) 0.1 $1.5M +25% 7.4k 202.89
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Ishares S&p 500 Value Etf Etf (IVE) 0.1 $1.5M 8.3k 182.00
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Ishares Biotechnology Etf Etf (IBB) 0.1 $1.5M 11k 137.27
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Ishares Bitcoin Trust Registered Etf (IBIT) 0.1 $1.5M NEW 44k 34.14
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Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.1 $1.5M -4% 92k 16.22
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Conocophillips Stock (COP) 0.1 $1.5M +35% 13k 114.38
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Intuitive Surgical Stock (ISRG) 0.1 $1.5M +197% 3.3k 444.82
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Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.1 $1.4M +13% 32k 45.58
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Advanced Energy Inds Stock (AEIS) 0.1 $1.4M 13k 108.76
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Ishares U.s. Broker-dealers & Securities Exchanges Etf Etf (IAI) 0.1 $1.4M NEW 12k 116.93
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Blackrock Aaa Clo Etf Etf (CLOA) 0.1 $1.4M +45% 27k 51.94
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Annaly Capital Management Reit (NLY) 0.1 $1.4M +13% 73k 19.06
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Airbnb Inc Com Cl A Stock (ABNB) 0.1 $1.4M +206% 9.1k 151.64
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Janus Henderson B-bbb Clo Etf Etf (JBBB) 0.1 $1.4M NEW 28k 49.18
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3M Stock (MMM) 0.1 $1.4M +150% 13k 102.19
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Grayscale Bitcoin Trust Etf (GBTC) 0.1 $1.4M NEW 26k 53.24
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Graniteshares Gold Shares Etf (BAR) 0.1 $1.4M 59k 22.96
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Starbucks Corp Stock (SBUX) 0.1 $1.3M 17k 77.85
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Advanced Micro Devices Stock (AMD) 0.1 $1.3M +31% 8.3k 162.22
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Vaneck Gold Miners Etf Etf (GDX) 0.1 $1.3M +8% 40k 33.93
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Cvs Health Corp Stock (CVS) 0.1 $1.3M +27% 23k 59.06
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Intel Corp Stock (INTC) 0.1 $1.3M -8% 43k 30.97
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Ishares Semiconductor Etf Etf (SOXX) 0.1 $1.3M +6% 5.3k 246.64
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Ishares Msci Eafe Value Etf Etf (EFV) 0.1 $1.3M -27% 24k 53.04
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Ishares Mbs Etf Etf (MBB) 0.1 $1.3M 14k 91.81
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Industrial Select Sector Spdr Fund Etf (XLI) 0.1 $1.3M -5% 11k 121.87
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Intuit Stock (INTU) 0.1 $1.3M +316% 1.9k 657.31
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Genuine Parts Stock (GPC) 0.1 $1.3M 9.1k 138.32
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Mid-amer Apt Cmntys Reit (MAA) 0.1 $1.3M 8.8k 142.62
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Tractor Supply Stock (TSCO) 0.1 $1.3M +13% 4.7k 270.00
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Linde Stock (LIN) 0.1 $1.2M +35% 2.8k 438.84
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Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $1.2M -2% 19k 64.25
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Blackstone Mtg Tr Inc Com Cl A Reit (BXMT) 0.1 $1.2M +159% 69k 17.42
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Becton Dickinson & Co Stock (BDX) 0.1 $1.2M +2% 5.1k 233.73
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Novartis Adr (NVS) 0.1 $1.2M 11k 106.46
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Quadratic Interest Rate Volatility & Inflation Hedge Etf Etf (IVOL) 0.1 $1.2M 64k 18.51
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Upwork Stock (UPWK) 0.1 $1.2M 109k 10.75
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Vanguard Russell 1000 Value Etf Etf (VONV) 0.1 $1.2M 15k 76.57
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Boeing Stock (BA) 0.1 $1.2M -15% 6.4k 182.01
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Goldman Sachs Group Stock (GS) 0.1 $1.2M +6% 2.6k 452.24
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Toronto Dominion Bk Ont Stock (TD) 0.1 $1.2M +2% 21k 54.96
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Yum Brands Stock (YUM) 0.1 $1.2M 8.7k 132.46
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Applied Matls Stock (AMAT) 0.1 $1.2M +5% 4.9k 235.98
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Spdr Portfolio Short Term Treasury Etf Etf (SPTS) 0.1 $1.1M NEW 40k 28.87
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Pulte Group Stock (PHM) 0.1 $1.1M 10k 110.10
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Ishares Russell Mid-cap Value Etf Etf (IWS) 0.1 $1.1M 9.3k 120.74
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Vanguard Small Cap Value Etf Etf (VBR) 0.1 $1.1M 6.1k 182.53
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Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.1 $1.1M 8.3k 132.05
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Csx Corp Stock (CSX) 0.1 $1.1M +4% 33k 33.45
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Caterpillar Stock (CAT) 0.1 $1.1M +11% 3.3k 333.05
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Blackrock Cap Allocation Term Cef (BCAT) 0.1 $1.1M +7% 65k 16.41
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Occidental Pete Corp Stock (OXY) 0.1 $1.1M 17k 63.03
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Chubb Stock (CB) 0.1 $1.0M +2% 4.1k 255.06
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Fiserv Stock (FI) 0.1 $1.0M +47% 7.0k 149.04
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Waste Mgmt Inc Del Stock (WM) 0.1 $1.0M +20% 4.8k 213.34
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Jpmorgan Betabuilders Japan Etf Etf (BBJP) 0.1 $1.0M 18k 56.43
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Rxsight Stock (RXST) 0.1 $1.0M 17k 60.17
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Jpmorgan U.s. Value Factor Etf Us Value Factor Fund Etf (JVAL) 0.1 $1.0M 25k 40.87
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Past Filings by Transcend Capital Advisors

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

View all past filings