Transcend Wealth Collective

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

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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

Companies in the Transcend Capital Advisors portfolio as of the March 2022 quarterly 13F filing

Transcend Capital Advisors has 515 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) 7.7 $86M 493k 174.61
Owl Rock Capital Corporation Cef (ORCC) 5.4 $60M -6% 4.1M 14.78
Microsoft Corp Stock (MSFT) 2.9 $33M +9% 106k 308.31
Merck & Co Stock (MRK) 2.2 $24M -3% 296k 82.05
Blue Owl Capital Inc Com Cl A Stock (OWL) 2.1 $23M +3% 1.8M 12.68
Amazon Stock (AMZN) 1.6 $18M +8% 5.6k 3260.20
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.3 $15M +13% 5.4k 2781.47
Zoom Video Communications Inc Cl A Stock (ZM) 1.2 $14M -4% 119k 117.23
Vanguard High Dividend Yield Etf Etf (VYM) 1.2 $14M 123k 112.25
Jpmorgan Chase & Co Stock (JPM) 1.1 $12M +2% 89k 136.33
Ishares Core S&p 500 Etf Etf (IVV) 1.1 $12M +22% 26k 453.71
Spdr S&p 500 Etf Etf (SPY) 1.1 $12M +3% 26k 451.64
Invesco Qqq Trust Etf (QQQ) 1.1 $12M +3% 33k 362.56
S&p Global Stock (SPGI) 1.1 $12M +2% 29k 410.18

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Technology Select Sector Spdr Fund Etf (XLK) 1.0 $12M 73k 158.92
Blackstone Stock (BX) 1.0 $11M +4% 84k 126.94
Docusign Stock (DOCU) 0.9 $10M 94k 107.12
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.9 $9.7M +10% 96k 101.35
Bristol-myers Squibb Stock (BMY) 0.8 $9.5M 130k 73.03
Johnson & Johnson Stock (JNJ) 0.8 $9.0M -2% 51k 177.23
Ishares Core Msci Eafe Etf Etf (IEFA) 0.8 $8.9M +213% 128k 69.51
Health Care Select Sector Spdr Fund Etf (XLV) 0.8 $8.8M +17% 64k 137.00
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.8 $8.6M +8% 64k 134.62
International Business Machs Stock (IBM) 0.7 $8.4M +301% 64k 130.02
Vanguard Dividend Appreciation Index Fund Etf (VIG) 0.7 $8.1M +3% 50k 162.16
Meta Platforms Inc Cl A Stock (FB) 0.7 $8.1M +30% 36k 222.37
Home Depot Stock (HD) 0.7 $8.0M 27k 299.33
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.7 $8.0M +5% 2.9k 2793.15
Alerian Mlp Etf Etf (AMLP) 0.7 $8.0M 208k 38.30
Vanguard Value Index Fund Etf (VTV) 0.7 $7.6M 51k 147.79
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.7 $7.5M +2% 21k 352.90
Vanguard Ftse All-world Ex Us Index Fund Etf (VEU) 0.6 $7.1M +4% 124k 57.59
Exxon Mobil Corp Stock (XOM) 0.6 $6.9M -8% 84k 82.59
Visa Inc Com Cl A Stock (V) 0.6 $6.5M +8% 30k 221.78
Financial Select Sector Spdr Fund Etf (XLF) 0.6 $6.3M 163k 38.32
Nvidia Corporation Stock (NVDA) 0.6 $6.3M +10% 23k 272.88
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.5 $6.0M +3% 90k 66.21
Procter And Gamble Stock (PG) 0.5 $5.9M +4% 39k 152.79
Medtronic Stock (MDT) 0.5 $5.7M +7% 51k 110.95
Intel Corp Stock (INTC) 0.5 $5.6M +9% 114k 49.56
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.5 $5.6M +4% 59k 94.91
Wisdomtree Floating Rate Treasury Fund Etf 0.5 $5.5M NEW 109k 50.28
Texas Instrs Stock (TXN) 0.5 $5.3M +7% 29k 183.46
Ishares Msci Intl Quality Factor Etf Etf (IQLT) 0.5 $5.3M +2% 145k 36.87
Vanguard Large-cap Index Fund Etf (VV) 0.5 $5.3M +11% 26k 208.50
Energy Select Sector Spdr Fund Etf (XLE) 0.4 $5.0M +14% 65k 76.45
Chevron Corp Stock (CVX) 0.4 $4.8M -9% 30k 162.83
Broadcom Stock (AVGO) 0.4 $4.8M +4% 7.6k 629.58
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.4 $4.8M -27% 56k 86.04
Cisco Sys Stock (CSCO) 0.4 $4.7M +4% 85k 55.76
Communication Services Select Sector Spdra Fund Etf (XLC) 0.4 $4.6M -5% 67k 68.78
Automatic Data Processing Stock (ADP) 0.4 $4.6M -5% 20k 227.54
Union Pac Corp Stock (UNP) 0.4 $4.5M +8% 17k 273.23
Bk Of America Corp Stock (BAC) 0.4 $4.5M -6% 109k 41.22
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.4 $4.4M -25% 24k 184.99
Verizon Communications Stock (VZ) 0.4 $4.4M +4% 86k 50.94
Capital One Finl Corp Stock (COF) 0.4 $4.3M 33k 131.30
Blackrock Stock (BLK) 0.4 $4.3M 5.7k 764.20
Morgan Stanley Stock (MS) 0.4 $4.2M 48k 87.39
Pepsico Stock (PEP) 0.4 $4.2M +5% 25k 167.38
Mcdonalds Corp Stock (MCD) 0.4 $4.2M +4% 17k 247.29
Disney Walt Stock (DIS) 0.4 $4.2M +2% 30k 137.17
Vanguard Growth Index Fund Etf (VUG) 0.4 $4.0M 14k 287.62
Tesla Stock (TSLA) 0.4 $4.0M +3% 3.7k 1077.61
Honeywell Intl Stock (HON) 0.4 $4.0M -22% 20k 194.59
Pfizer Stock (PFE) 0.4 $3.9M +8% 76k 51.78
Lilly Eli & Co Stock (LLY) 0.3 $3.9M 14k 286.36
Thermo Fisher Scientific Stock (TMO) 0.3 $3.9M 6.6k 590.61
Vanguard Ftse Pacific Etf Etf (VPL) 0.3 $3.9M +3% 52k 74.04
Vanguard Total Stock Market Index Fund Etf (VTI) 0.3 $3.8M +26% 17k 227.67
Abbvie Stock (ABBV) 0.3 $3.8M +3% 23k 162.11
Wells Fargo Stock (WFC) 0.3 $3.8M 78k 48.46
Illumina Stock (ILMN) 0.3 $3.8M 11k 349.39
Spdr Dow Jones Industrial Average Etf Etf (DIA) 0.3 $3.7M +3% 11k 346.87
Gabelli Divid & Income Tr Cef (GDV) 0.3 $3.7M 151k 24.64
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.3 $3.7M 7.00 528857.14
American Tower Corp Reit (AMT) 0.3 $3.7M +2% 15k 251.20
Ishares Interest Rate Hedged Corporate Bond Etf Etf (LQDH) 0.3 $3.6M 39k 93.52
Ishares Msci Eafe Growth Etf Etf (EFG) 0.3 $3.6M -18% 37k 96.27
Church & Dwight Stock (CHD) 0.3 $3.5M -16% 35k 99.38
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.3 $3.5M +500% 29k 120.92
Mainstay Mackay Definedterm Mu Cef (MMD) 0.3 $3.5M 185k 18.75
Spdr Gold Shares Etf (GLD) 0.3 $3.4M +20% 19k 180.66
Vaneck Emerging Markets High Yield Bond Etf Etf (HYEM) 0.3 $3.3M +3% 166k 20.16
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.3 $3.3M +5% 31k 107.48
Upwork Stock (UPWK) 0.3 $3.3M -20% 143k 23.24
Goldman Sachs Group Stock (GS) 0.3 $3.3M +7% 10k 330.15
Nextera Energy Stock (NEE) 0.3 $3.3M -22% 39k 84.72
Unitedhealth Group Stock (UNH) 0.3 $3.2M +9% 6.2k 509.93
General Mtrs Stock (GM) 0.3 $3.2M -4% 73k 43.74
Oracle Corp Stock (ORCL) 0.3 $3.1M 38k 82.72
Ishares Expanded Tech Sector Etf Etf (IGM) 0.3 $3.1M NEW 8.0k 388.64
Salesforce Stock (CRM) 0.3 $3.1M +6% 14k 212.35
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.3 $3.0M +32% 61k 49.63
Ishares National Muni Bond Etf Etf (MUB) 0.3 $3.0M +9% 27k 109.65
Ishares Core Msci Europe Etf Etf (IEUR) 0.3 $3.0M +7% 55k 53.40
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.3 $2.9M +177% 53k 55.55
Ares Capital Corp Cef (ARCC) 0.3 $2.9M -4% 139k 20.95
New Residential Invt Corp Reit (NRZ) 0.3 $2.9M -4% 262k 10.98
Vanguard Information Technology Index Fund Etf (VGT) 0.3 $2.9M +2% 6.9k 416.49
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 0.3 $2.8M -4% 95k 30.13
Janus Henderson Aaa Clo Etf Etf (JAAA) 0.3 $2.8M NEW 56k 50.20
Fifth Third Bancorp Stock (FITB) 0.3 $2.8M 66k 43.04
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.2 $2.8M +29% 112k 24.91
Danaher Corporation Stock (DHR) 0.2 $2.8M 9.5k 293.30
Coca Cola Stock (KO) 0.2 $2.8M +6% 45k 62.00
First Rep Bk San Francisco Cal Stock (FRC) 0.2 $2.7M 17k 162.08
Kraneshares Csi China Internet Etf Etf (KWEB) 0.2 $2.7M +60% 95k 28.51
Alibaba Group Hldg Adr (BABA) 0.2 $2.7M +98% 25k 108.81
Invesco S&p 500 Top 50 Etf Etf (XLG) 0.2 $2.7M 7.6k 351.52
Walmart Stock (WMT) 0.2 $2.7M +5% 18k 148.91
Amgen Stock (AMGN) 0.2 $2.6M +7% 11k 241.85
Blackrock Cap Invt Corp Cef (BKCC) 0.2 $2.6M +18% 625k 4.21
Uber Technologies Stock (UBER) 0.2 $2.6M -22% 73k 35.68
Cano Health Inc Com Cl A Stock (CANO) 0.2 $2.5M NEW 401k 6.35
At&t Stock (T) 0.2 $2.5M +34% 107k 23.63
Kinder Morgan Inc Del Stock (KMI) 0.2 $2.5M +3% 130k 18.91
United Parcel Service Inc Cl B Stock (UPS) 0.2 $2.5M +5% 12k 214.42
Paypal Hldgs Stock (PYPL) 0.2 $2.5M +4% 21k 115.64
Vanguard Mid-cap Index Fund Etf (VO) 0.2 $2.4M +54% 10k 237.86
Comcast Corp New Cl A Stock (CMCSA) 0.2 $2.4M +12% 50k 46.83
Marsh & Mclennan Cos Stock (MMC) 0.2 $2.3M +8% 14k 170.41
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.2 $2.3M +64% 44k 53.14
Ishares Msci Eafe Value Etf Etf (EFV) 0.2 $2.2M -21% 45k 50.25
Spdr S&p Regional Banking Etf Etf (KRE) 0.2 $2.2M 33k 68.90
Intercontinental Exchange Stock (ICE) 0.2 $2.2M +5% 17k 132.14
Qualcomm Stock (QCOM) 0.2 $2.1M +4% 14k 152.79
Wheaton Precious Metals Corp Stock (WPM) 0.2 $2.1M -7% 45k 47.57
Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.2 $2.1M +7% 16k 134.61
Blue Owl Capital Inc Wt Exp 051926 Stock (OWL.WS) 0.2 $2.1M -2% 594k 3.52
Pimco 0-5 Year High Yield Corporate Bond Index Exchange-traded Fund Etf (HYS) 0.2 $2.0M 21k 96.20
Vanguard Financials Index Fund Etf (VFH) 0.2 $2.0M 22k 93.37
Samsara Inc Com Cl A Stock (IOT) 0.2 $2.0M +249% 126k 16.02
Raytheon Technologies Corp Stock (RTX) 0.2 $2.0M +18% 20k 99.09
3M Stock (MMM) 0.2 $2.0M +69% 13k 148.86
Vanguard Short-term Corporate Bond Index Fund Etf (VCSH) 0.2 $2.0M 25k 78.08
Ishares Select Dividend Etf Etf (DVY) 0.2 $1.9M +2% 15k 128.14
Truist Finl Corp Stock (TFC) 0.2 $1.9M +4% 34k 56.71
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG) 0.2 $1.9M +255% 43k 43.96
Citigroup Stock (C) 0.2 $1.8M -36% 35k 53.41
Vanguard Small-cap Index Fund Etf (VB) 0.2 $1.8M +2% 8.6k 212.53
Moodys Corp Stock (MCO) 0.2 $1.8M 5.4k 337.33
Spdr S&p Dividend Etf Etf (SDY) 0.2 $1.8M +250% 14k 128.14
Jpmorgan Betabuilders Japan Etf Etf (BBJP) 0.2 $1.8M +5% 36k 50.73
Fs Kkr Cap Corp Cef (FSK) 0.2 $1.8M 80k 22.82
Target Corp Stock (TGT) 0.2 $1.8M -6% 8.5k 212.26
Ishares Russell 1000 Growth Etf Etf (IWF) 0.2 $1.8M 6.5k 277.55
Cvs Health Corp Stock (CVS) 0.2 $1.8M -4% 18k 101.23
Ishares S&p Small-cap Fund Etf (IJR) 0.2 $1.8M +18% 16k 107.87
Ishares Msci Em Esg Select Etf Etf (ESGE) 0.2 $1.7M +5% 47k 36.72
Diageo Adr (DEO) 0.2 $1.7M 8.5k 203.16
Vanguard Long-term Corporate Bond Etf Etf (VCLT) 0.2 $1.7M NEW 18k 93.66
Ishares Global Financials Etf Etf (IXG) 0.2 $1.7M -23% 21k 79.43
Adobe Systems Incorporated Stock (ADBE) 0.2 $1.7M +2% 3.7k 455.58
BP Adr (BP) 0.1 $1.7M 57k 29.41
Ishares Msci Usa Value Factor Etf Etf (VLUE) 0.1 $1.6M -30% 16k 104.59
Lowes Cos Stock (LOW) 0.1 $1.6M +8% 8.1k 202.16
Starbucks Corp Stock (SBUX) 0.1 $1.6M +7% 18k 90.99
Crown Castle Intl Corp Reit (CCI) 0.1 $1.6M -2% 8.9k 184.62
Alleghany Corp Md Stock (Y) 0.1 $1.6M 1.9k 847.19
Industrial Select Sector Spdr Fund Etf (XLI) 0.1 $1.6M -46% 16k 102.95
Quad / Graphics Inc Com Cl A Stock (QUAD) 0.1 $1.6M -4% 232k 6.94
Itt Stock (ITT) 0.1 $1.6M 21k 75.19
Spdr Msci Acwi Ex-us Etf Etf (CWI) 0.1 $1.6M 58k 27.51
Altria Group Stock (MO) 0.1 $1.6M -2% 30k 52.26
Colgate Palmolive Stock (CL) 0.1 $1.5M 20k 75.84
Gilead Sciences Stock (GILD) 0.1 $1.5M +47% 26k 59.45
Accenture Plc Ireland Shs Class A Stock (ACN) 0.1 $1.5M 4.5k 337.18
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.1 $1.5M 26k 58.18
Mastercard Incorporated Cl A Stock (MA) 0.1 $1.5M +32% 4.2k 357.23
Eaton Corp Stock (ETN) 0.1 $1.5M +2% 9.8k 151.74
Costco Whsl Corp Stock (COST) 0.1 $1.5M +6% 2.6k 575.66
Ishares U.s. Financial Services Etf Etf (IYG) 0.1 $1.5M +4% 8.1k 180.34
Ishares Global Consumer Staples Etf Etf (KXI) 0.1 $1.4M +5% 23k 62.12
Air Prods & Chems Stock (APD) 0.1 $1.4M 5.6k 249.91
Graniteshares Gold Shares Etf (BAR) 0.1 $1.4M 73k 19.19
American Elec Pwr Stock (AEP) 0.1 $1.4M +10% 14k 99.77
Conocophillips Stock (COP) 0.1 $1.4M +34% 14k 99.99
Ishares Biotechnology Fund Etf (IBB) 0.1 $1.4M 10k 130.26
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $1.4M -10% 18k 77.56
Amicus Therapeutics Stock (FOLD) 0.1 $1.4M 143k 9.47
Spdr S&p Biotech Etf Etf (XBI) 0.1 $1.4M 15k 89.90
Yum Brands Stock (YUM) 0.1 $1.4M +4% 11k 118.54
Vaneck Gold Miners Etf Etf (GDX) 0.1 $1.3M 35k 38.36
Pimco Energy & Tactical Cr Opp Com Shs Ben Int Cef (NRGX) 0.1 $1.3M +6% 90k 14.83
Vanguard S&p 500 Etf Etf (VOO) 0.1 $1.3M +64% 3.2k 415.08
Exelon Corp Stock (EXC) 0.1 $1.3M -16% 28k 47.63
Ishares U.s. Transportation Etf Etf (IYT) 0.1 $1.3M 4.9k 270.02
Vanguard Ftse Europe Etf Etf (VGK) 0.1 $1.3M +5% 21k 62.27
Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS) 0.1 $1.3M +118% 16k 81.83
Csx Corp Stock (CSX) 0.1 $1.3M 34k 37.45
Public Svc Enterprise Grp Stock (PEG) 0.1 $1.3M 18k 70.03
Seagate Technology Hldngs Plc Ord Stock (STX) 0.1 $1.2M -2% 14k 89.90
Jpmorgan U.s. Value Factor Etf Etf (JVAL) 0.1 $1.2M +16% 33k 36.97
Penske Automotive Grp Stock (PAG) 0.1 $1.2M 13k 93.72
Novartis Adr (NVS) 0.1 $1.2M +3% 14k 87.77
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $1.2M NEW 22k 53.83
Cigna Corp Stock (CI) 0.1 $1.2M -23% 4.9k 239.60
Tjx Cos Stock (TJX) 0.1 $1.2M +10% 19k 60.59
Genuine Parts Stock (GPC) 0.1 $1.2M +390% 9.1k 125.98
Ishares Tips Bond Etf Etf (TIP) 0.1 $1.1M -24% 9.1k 124.54
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $1.1M +18% 18k 62.76
Utilities Select Sector Spdr Fund Etf (XLU) 0.1 $1.1M +231% 15k 74.43
General Dynamics Corp Stock (GD) 0.1 $1.1M 4.6k 241.10
Blackrock Cr Allocation Income Cef (BTZ) 0.1 $1.1M 89k 12.57
Chubb Stock (CB) 0.1 $1.1M +15% 5.2k 213.96
Grainger W W Stock (GWW) 0.1 $1.1M +2% 2.2k 515.57
Kraft Heinz Stock (KHC) 0.1 $1.1M 28k 39.38
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.1 $1.1M NEW 9.1k 119.60
Realogy Hldgs Corp Stock (RLGY) 0.1 $1.1M 68k 15.68
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.1 $1.0M +35% 14k 75.87
Constellation Brands Inc Cl A Stock (STZ) 0.1 $1.0M 4.5k 230.25
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.1 $1.0M +65% 9.5k 107.08
Invesco Preferred Etf Etf (PGX) 0.1 $1.0M -11% 74k 13.57
Blackrock Science & Technology Shs Ben Int Cef (BSTZ) 0.1 $1.0M -41% 34k 29.36
Vanguard Russell 1000 Value Etf Etf (VONV) 0.1 $998k +176% 14k 72.84
Clearbridge Mlp And Midstrm Cef (CEM) 0.1 $990k 29k 33.73
Abbott Labs Stock (ABT) 0.1 $980k +5% 8.3k 118.39
Ishares Global Tech Etf Etf (IXN) 0.1 $970k -15% 17k 58.01
Doubleline Income Solutions Cef (DSL) 0.1 $967k -9% 67k 14.52
General Electric Stock (GE) 0.1 $965k +21% 11k 91.50
Ishares Msci China Etf Etf (MCHI) 0.1 $965k +70% 18k 52.90
Allstate Corp Stock (ALL) 0.1 $962k +13% 6.9k 138.50
Duke Energy Corp Stock (DUK) 0.1 $941k +4% 8.4k 111.66
Blackrock Muniyld Mich Qlty Cef (MIY) 0.1 $923k 72k 12.82
Ishares Msci Eafe Etf Etf (EFA) 0.1 $919k +34% 13k 73.62
Pnc Finl Svcs Group Stock (PNC) 0.1 $913k -14% 4.9k 184.56
Invesco Bulletshares 2022 Corporate Bond Etf Etf (BSCM) 0.1 $913k 43k 21.26
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD) 0.1 $909k +4% 18k 49.60
Ford Mtr Co Del Stock (F) 0.1 $894k +42% 53k 16.91
Ishares China Large-cap Etf Etf (FXI) 0.1 $893k -41% 28k 31.98
Vanguard Russell 2000 Etf Etf (VTWO) 0.1 $892k NEW 11k 82.88
Cme Group Stock (CME) 0.1 $881k 3.7k 237.79
Workday Inc Cl A Stock (WDAY) 0.1 $876k -7% 3.7k 239.54
Advanced Energy Inds Stock (AEIS) 0.1 $872k 10k 86.05
Ishares Mbs Etf Etf (MBB) 0.1 $864k -56% 8.5k 101.87
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.1 $859k -60% 3.8k 227.07
Ishares U.s. Regional Banks Etf Etf (IAT) 0.1 $854k 15k 58.90
Ishares Preferred And Income Securities Etf Etf (PFF) 0.1 $854k -19% 23k 36.44
Barings Bdc Cef (BBDC) 0.1 $851k +8% 82k 10.34
Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP) 0.1 $847k +25% 6.3k 134.55
Ishares Fallen Angels Usd Bond Etf Etf (FALN) 0.1 $839k -48% 30k 27.77
Block Inc Cl A Stock (SQ) 0.1 $838k +112% 6.2k 135.55
Boeing Stock (BA) 0.1 $836k -77% 4.4k 191.44
Palo Alto Networks Stock (PANW) 0.1 $796k +13% 1.3k 622.85
Philip Morris Intl Stock (PM) 0.1 $796k +16% 8.5k 93.99
Ishares Global Healthcare Etf Etf (IXJ) 0.1 $794k 9.1k 87.66
Ishares U.s. Medical Devices Etf Etf (IHI) 0.1 $788k -8% 13k 60.96
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.1 $781k NEW 16k 50.54
Blackrock Mun Target Term Tr Com Shs Ben In Cef (BTT) 0.1 $777k -3% 33k 23.62

Past Filings by Transcend Capital Advisors

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