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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 19.62% of Transcend Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: TCPC (+$5.0M), FSK (+$5.0M), NVDA, DYNF, RSP, BMY, XLF, EMXC, WMT, ADP.
Started 47 new stock positions in INGR, IUSV, LEN, MET, DHI, KRE, AVT, AZN, TMUS, IFRA.
Reduced shares in these 10 stocks: OBDC (-$8.1M), Blackrock Kelso Capital, TFLO, DIA, XLP, DLR, VTV, IVV, SPG, .
Sold out of its positions in BIIB, Blackrock Kelso Capital, CTSH, DLR, ENVX, FIVN, DBC, FXI, IYE, EMGF. TFLO, LYG, MTB, MKL, SH, SPG, TDG, TFC, VCLT.
Transcend Capital Advisors was a net buyer of stock by $46M.
Transcend Capital Advisors has $1.3B in assets under management (AUM), dropping by 10.64%.
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 533 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Transcend Capital Advisors has 533 total positions. Only the first 250 positions are shown.

Sign up to view all of the Transcend Capital Advisors March 31, 2024 positions
Download the Transcend Capital Advisors March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	6.5	$82M		477k	171.48	View chart
Blue Owl Capital Corporation Cef (OBDC)	4.0	$51M	-13%	3.3M	15.38	View chart
Microsoft Corp Stock (MSFT)	3.3	$42M	+2%	99k	420.72	View chart
Merck & Co Stock (MRK)	3.1	$39M		294k	131.95	View chart
Blue Owl Capital Inc Com Cl A Stock (OWL)	2.6	$32M	+3%	1.7M	18.86	View chart
Amazon Stock (AMZN)	1.6	$19M		108k	180.38	View chart
Fs Kkr Cap Corp Cef (FSK)	1.5	$19M	+37%	970k	19.07	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.4	$18M		35k	523.07	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.3	$17M		37k	444.01	View chart
Johnson & Johnson Stock (JNJ)	1.3	$16M		103k	158.19	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.3	$16M	-7%	31k	525.72	View chart
Jpmorgan Chase & Co Stock (JPM)	1.3	$16M	-3%	80k	200.30	View chart
Nvidia Corporation Stock (NVDA)	1.2	$16M	+24%	17k	903.54	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	1.2	$15M	-2%	120k	120.99	View chart
Blackstone Secd Lending Cef (BXSL)	1.0	$13M		415k	31.15	View chart
Eli Lilly & Co Stock (LLY)	1.0	$12M	+4%	15k	777.97	View chart
International Business Machs Stock (IBM)	1.0	$12M	+9%	63k	190.96	View chart
S&p Global Stock (SPGI)	0.9	$11M		26k	425.45	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.9	$11M		72k	150.93	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.9	$11M	+8%	73k	147.73	View chart
Exxon Mobil Corp Stock (XOM)	0.9	$11M	+2%	92k	116.24	View chart
Bristol-myers Squibb Stock (BMY)	0.9	$11M	+21%	197k	54.23	View chart
Home Depot Stock (HD)	0.9	$11M		28k	383.60	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.8	$11M		58k	182.61	View chart
Vanguard Value Etf Etf (VTV)	0.8	$10M	-13%	62k	162.86	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.8	$10M	-2%	66k	152.26	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.8	$9.9M	-5%	48k	208.27	View chart
Meta Platforms Inc Cl A Stock (META)	0.7	$9.3M		19k	485.59	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.7	$9.1M		22k	420.53	View chart
Broadcom Stock (AVGO)	0.7	$8.5M		6.4k	1325.50	View chart
Vanguard Large-cap Etf Etf (VV)	0.6	$8.1M		34k	239.76	View chart
Visa Inc Com Cl A Stock (V)	0.6	$8.0M		29k	279.08	View chart
Blackstone Stock (BX)	0.6	$7.9M	-3%	60k	131.37	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.6	$7.4M		73k	101.41	View chart
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS)	0.6	$7.0M	-3%	156k	45.10	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.6	$7.0M	+6%	119k	58.65	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.6	$7.0M	-5%	94k	74.22	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.6	$6.9M	+3%	27k	259.90	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.5	$6.3M		60k	105.03	View chart
Automatic Data Processing Stock (ADP)	0.5	$6.3M	+32%	25k	249.74	View chart
Medtronic Stock (MDT)	0.5	$6.1M	+13%	70k	87.15	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.5	$6.0M	-2%	82k	73.15	View chart
Vanguard Ftse Pacific Etf Etf (VPL)	0.5	$5.9M	+6%	77k	76.03	View chart
Chevron Corp Stock (CVX)	0.5	$5.7M	+6%	36k	157.74	View chart
Zoom Video Communications Inc Cl A Stock (ZM)	0.5	$5.7M		87k	65.37	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.5	$5.7M	+61%	34k	169.37	View chart
Agnc Invt Corp Reit (AGNC)	0.4	$5.6M	+8%	563k	9.90	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.4	$5.5M	+39%	11k	480.72	View chart
Procter And Gamble Stock (PG)	0.4	$5.4M		33k	162.25	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.4	$5.4M	-2%	66k	81.66	View chart
Abbvie Stock (ABBV)	0.4	$5.2M	+30%	29k	182.10	View chart
Pepsico Stock (PEP)	0.4	$5.2M	+6%	30k	175.01	View chart
Eaton Corp Stock (ETN)	0.4	$5.1M	+7%	16k	312.68	View chart
Spdr Gold Shares Etf (GLD)	0.4	$5.1M	+3%	25k	205.72	View chart
Blackrock Tcp Capital Corp Cef (TCPC)	0.4	$5.0M	NEW	484k	10.43	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.4	$4.9M		37k	131.24	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.4	$4.9M	+27%	52k	94.41	View chart
Docusign Stock (DOCU)	0.4	$4.9M		82k	59.55	View chart
Spdr S&p Biotech Etf Etf (XBI)	0.4	$4.8M	+4%	50k	94.89	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.4	$4.7M	+35%	102k	45.59	View chart
Blackstone Strategic Cred 2027 Com Shs Ben In Cef (BGB)	0.4	$4.6M	+32%	388k	11.90	View chart
Unitedhealth Group Stock (UNH)	0.4	$4.6M	+10%	9.3k	494.70	View chart
Oracle Corp Stock (ORCL)	0.4	$4.5M		36k	125.61	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.4	$4.4M		7.00	634440.00	View chart
Thermo Fisher Scientific Stock (TMO)	0.4	$4.4M		7.6k	581.20	View chart
Harbor Long-term Growers Etf Etf (WINN)	0.3	$4.3M	+24%	185k	23.47	View chart
Mcdonalds Corp Stock (MCD)	0.3	$4.3M		15k	281.95	View chart
Pfizer Stock (PFE)	0.3	$4.3M	+26%	154k	27.75	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.3	$4.3M	+16%	73k	58.59	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.3	$4.2M	+83%	99k	42.12	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.3	$4.2M	+3%	36k	115.81	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	0.3	$4.2M	+35%	190k	21.93	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.3	$4.1M	+63%	72k	57.57	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.3	$4.1M	-16%	36k	114.96	View chart
Salesforce Stock (CRM)	0.3	$4.1M		14k	301.18	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.3	$4.0M		22k	183.89	View chart
Disney Walt Stock (DIS)	0.3	$4.0M	+3%	32k	122.36	View chart
Blackrock Stock (BLK)	0.3	$3.9M	+2%	4.7k	833.70	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.3	$3.9M	-7%	41k	94.62	View chart
Alerian Mlp Etf Etf (AMLP)	0.3	$3.9M	+17%	82k	47.46	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.3	$3.8M	-7%	91k	42.13	View chart
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)	0.3	$3.7M	+42%	161k	23.23	View chart
Church & Dwight Stock (CHD)	0.3	$3.7M		35k	104.31	View chart
Amicus Therapeutics Stock (FOLD)	0.3	$3.7M		310k	11.78	View chart
Union Pac Corp Stock (UNP)	0.3	$3.5M		14k	245.93	View chart
Vanguard Information Technology Etf Etf (VGT)	0.3	$3.5M		6.6k	524.31	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.3	$3.4M	-4%	68k	50.29	View chart
Cencora Stock (COR)	0.3	$3.4M	+40%	14k	242.98	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.3	$3.4M	-19%	55k	61.53	View chart
Texas Instrs Stock (TXN)	0.3	$3.3M	-3%	19k	174.21	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.3	$3.3M	+11%	9.5k	346.62	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.3	$3.2M		75k	43.35	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.3	$3.2M	+48%	34k	94.66	View chart
Honeywell Intl Stock (HON)	0.3	$3.2M	-4%	15k	205.26	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.3	$3.1M		19k	164.35	View chart
Amgen Stock (AMGN)	0.2	$3.0M		11k	284.31	View chart
Marsh & Mclennan Cos Stock (MMC)	0.2	$3.0M	+4%	15k	205.99	View chart
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)	0.2	$3.0M	+4%	54k	55.23	View chart
Wells Fargo Stock (WFC)	0.2	$2.9M	+3%	50k	57.96	View chart
Uber Technologies Stock (UBER)	0.2	$2.9M	-9%	38k	76.99	View chart
Stryker Corporation Stock (SYK)	0.2	$2.9M	+13%	8.1k	357.87	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$2.9M	+9%	8.4k	344.22	View chart
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)	0.2	$2.7M		78k	35.19	View chart
Cisco Sys Stock (CSCO)	0.2	$2.7M	-13%	55k	49.91	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.2	$2.7M	+132%	35k	77.31	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.2	$2.7M	-41%	35k	76.36	View chart
General Dynamics Corp Stock (GD)	0.2	$2.7M	-2%	9.5k	282.50	View chart
Nextera Energy Stock (NEE)	0.2	$2.7M	+9%	42k	63.91	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.2	$2.6M		51k	50.60	View chart
Costco Whsl Corp Stock (COST)	0.2	$2.6M		3.5k	732.60	View chart
Danaher Corporation Stock (DHR)	0.2	$2.6M		10k	249.73	View chart
Kinder Morgan Inc Del Stock (KMI)	0.2	$2.5M	+4%	139k	18.34	View chart
Tjx Cos Stock (TJX)	0.2	$2.5M	-12%	25k	101.42	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.2	$2.5M	-13%	49k	51.60	View chart
General Mtrs Stock (GM)	0.2	$2.5M		55k	45.35	View chart
Tesla Stock (TSLA)	0.2	$2.5M	-14%	14k	175.79	View chart
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)	0.2	$2.4M	-3%	48k	50.74	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.2	$2.4M	-48%	6.1k	397.77	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$2.4M	+7%	7.2k	337.05	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.2	$2.4M		23k	103.79	View chart
Morgan Stanley Stock (MS)	0.2	$2.4M		25k	94.16	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.2	$2.4M	+2%	55k	43.04	View chart
Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF)	0.2	$2.4M	NEW	53k	44.40	View chart
Bank America Corp Stock (BAC)	0.2	$2.3M	-3%	62k	37.92	View chart
Walmart Stock (WMT)	0.2	$2.3M	+222%	38k	60.17	View chart
American Tower Corp Reit (AMT)	0.2	$2.3M	+8%	12k	197.60	View chart
Ishares Global Healthcare Etf Etf (IXJ)	0.2	$2.3M	-4%	25k	93.15	View chart
Ares Capital Corp Cef (ARCC)	0.2	$2.2M		107k	20.82	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.2	$2.2M	-7%	56k	39.66	View chart
Broadridge Finl Solutions Stock (BR)	0.2	$2.2M	+32%	11k	204.86	View chart
Grainger W W Stock (GWW)	0.2	$2.2M		2.2k	1017.35	View chart
Sherwin Williams Stock (SHW)	0.2	$2.2M	+19%	6.3k	347.30	View chart
Rtx Corporation Stock (RTX)	0.2	$2.2M		22k	97.53	View chart
Moodys Corp Stock (MCO)	0.2	$2.2M		5.5k	393.02	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.2	$2.1M	+3%	27k	80.51	View chart
Vanguard Financials Etf Etf (VFH)	0.2	$2.1M	-2%	21k	102.39	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$2.1M	+55%	25k	84.44	View chart
Penske Automotive Grp Stock (PAG)	0.2	$2.1M		13k	161.99	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.2	$2.1M	+10%	19k	110.52	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$2.1M		4.3k	481.58	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.2	$2.1M	+29%	64k	32.23	View chart
Qualcomm Stock (QCOM)	0.2	$2.1M	+3%	12k	169.31	View chart
Intel Corp Stock (INTC)	0.2	$2.0M	-13%	46k	44.17	View chart
Intercontinental Exchange Stock (ICE)	0.2	$2.0M	+2%	15k	137.43	View chart
Korn Ferry Stock (KFY)	0.2	$2.0M		31k	65.76	View chart
Coca Cola Stock (KO)	0.2	$2.0M	-4%	33k	61.18	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$2.0M	+2%	7.9k	249.87	View chart
Ishares Select Dividend Etf Etf (DVY)	0.2	$1.9M		16k	123.18	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.2	$1.9M		18k	110.21	View chart
Kenvue Stock (KVUE)	0.2	$1.9M	+4%	88k	21.46	View chart
American Elec Pwr Stock (AEP)	0.2	$1.9M	+439%	22k	86.10	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.2	$1.9M	+7%	29k	65.65	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$1.9M	+22%	8.2k	228.60	View chart
Capital One Finl Corp Stock (COF)	0.1	$1.9M		13k	148.89	View chart
Citigroup Stock (C)	0.1	$1.8M		29k	63.24	View chart
General Electric Stock (GE)	0.1	$1.8M	+4%	11k	175.53	View chart
Lowes Cos Stock (LOW)	0.1	$1.8M	-8%	7.2k	254.73	View chart
Pimco Dynamic Income Strategy Com Shs Ben Int Cef (PDX)	0.1	$1.8M		87k	21.21	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$1.8M	-28%	34k	54.40	View chart
Ishares Msci China Etf Etf (MCHI)	0.1	$1.8M		46k	39.73	View chart
Invesco Preferred Etf Etf (PGX)	0.1	$1.8M	+10%	151k	11.88	View chart
Mainstay Mackay Definedterm Mu Cef (MMD)	0.1	$1.8M	+25%	109k	16.35	View chart
Target Corp Stock (TGT)	0.1	$1.8M	+8%	10k	177.21	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$1.7M	+19%	6.6k	260.72	View chart
Colgate Palmolive Stock (CL)	0.1	$1.7M		19k	90.05	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$1.7M	-8%	20k	83.58	View chart
Invesco Variable Rate Preferred Etf Etf (VRP)	0.1	$1.7M	+3%	70k	23.77	View chart
Verizon Communications Stock (VZ)	0.1	$1.6M		38k	41.96	View chart
Jpmorgan Equity Premium Income Fund Jpmorgan Equity Premium Income Fund Etf (JEPI)	0.1	$1.6M	-2%	28k	57.86	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$1.6M	+36%	23k	70.00	View chart
Starbucks Corp Stock (SBUX)	0.1	$1.6M		17k	91.39	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$1.6M	+16%	29k	54.24	View chart
Palo Alto Networks Stock (PANW)	0.1	$1.6M	+10%	5.5k	284.13	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$1.6M	+326%	8.3k	186.81	View chart
BP Adr (BP)	0.1	$1.5M	+4%	41k	37.68	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.1	$1.5M	+24%	97k	15.73	View chart
Invesco S&p 500 Garp Etf Etf (SPGP)	0.1	$1.5M	+14%	14k	106.49	View chart
Ishares Biotechnology Etf Etf (IBB)	0.1	$1.5M		11k	137.22	View chart
Adobe Stock (ADBE)	0.1	$1.5M	+2%	2.9k	504.59	View chart
Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS)	0.1	$1.5M	+4%	16k	94.43	View chart
Boeing Stock (BA)	0.1	$1.5M	-6%	7.6k	192.99	View chart
Astrazeneca Adr (AZN)	0.1	$1.5M	NEW	22k	67.75	View chart
Air Prods & Chems Stock (APD)	0.1	$1.5M	+4%	6.0k	242.27	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.1	$1.4M	+5%	12k	117.21	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$1.4M	+645%	24k	60.74	View chart
Cvs Health Corp Stock (CVS)	0.1	$1.4M	+12%	18k	79.76	View chart
Genuine Parts Stock (GPC)	0.1	$1.4M		9.0k	154.93	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.1	$1.4M	+9%	11k	125.96	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.1	$1.4M	+5%	10k	135.06	View chart
Agree Rlty Corp Reit (ADC)	0.1	$1.4M	NEW	24k	57.12	View chart
The Cigna Group Stock (CI)	0.1	$1.3M		3.7k	363.17	View chart
Advanced Energy Inds Stock (AEIS)	0.1	$1.3M		13k	101.98	View chart
Fedex Corp Stock (FDX)	0.1	$1.3M	+78%	4.6k	289.75	View chart
Upwork Stock (UPWK)	0.1	$1.3M	-21%	109k	12.26	View chart
Ishares Mbs Etf Etf (MBB)	0.1	$1.3M		14k	92.42	View chart
Graniteshares Gold Shares Etf (BAR)	0.1	$1.3M	-4%	60k	21.96	View chart
Te Connectivity Stock (TEL)	0.1	$1.3M	NEW	8.9k	145.24	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.1	$1.3M	+4%	28k	46.00	View chart
Annaly Capital Management Reit (NLY)	0.1	$1.3M	+3%	64k	19.69	View chart
Pulte Group Stock (PHM)	0.1	$1.3M	+31%	10k	120.62	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.2M	+2%	5.9k	210.31	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$1.2M	+59%	5.0k	247.43	View chart
Toronto Dominion Bk Ont Stock (TD)	0.1	$1.2M	+8%	21k	60.38	View chart
Quadratic Interest Rate Volatility & Inflation Hedge Etf Etf (IVOL)	0.1	$1.2M	-3%	65k	18.93	View chart
Yum Brands Stock (YUM)	0.1	$1.2M	-2%	8.9k	138.65	View chart
Conocophillips Stock (COP)	0.1	$1.2M	-8%	9.5k	127.27	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.1	$1.2M	-2%	15k	78.64	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$1.2M		19k	62.06	View chart
Hershey Stock (HSY)	0.1	$1.2M	+21%	6.1k	194.50	View chart
Diageo Adr (DEO)	0.1	$1.2M	+17%	8.0k	148.74	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$1.2M	+23%	6.1k	191.89	View chart
Csx Corp Stock (CSX)	0.1	$1.2M		31k	37.07	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.1	$1.2M		9.2k	125.33	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.1	$1.1M	-2%	36k	31.62	View chart
Mid-amer Apt Cmntys Reit (MAA)	0.1	$1.1M	+65%	8.7k	131.57	View chart
Advanced Micro Devices Stock (AMD)	0.1	$1.1M	+42%	6.3k	180.50	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$1.1M	+196%	5.0k	225.93	View chart
Occidental Pete Corp Stock (OXY)	0.1	$1.1M		17k	64.99	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$1.1M	-3%	8.3k	131.93	View chart
Novartis Adr (NVS)	0.1	$1.1M		11k	96.73	View chart
Clearbridge Mlp And Midstrm Cef (CEM)	0.1	$1.1M		24k	45.78	View chart
Tractor Supply Stock (TSCO)	0.1	$1.1M	+18%	4.1k	261.72	View chart
Jpmorgan Betabuilders Japan Fund Betabuilders Japan Fund Etf (BBJP)	0.1	$1.1M	-42%	18k	58.55	View chart
Caterpillar Stock (CAT)	0.1	$1.1M	-4%	2.9k	366.49	View chart
Constellation Energy Corp Stock (CEG)	0.1	$1.1M	-12%	5.7k	184.85	View chart
Kraft Heinz Stock (KHC)	0.1	$1.1M	+15%	29k	36.90	View chart
Nike Inc Cl B Stock (NKE)	0.1	$1.0M	+19%	11k	93.98	View chart
Chubb Stock (CB)	0.1	$1.0M	-4%	4.0k	259.16	View chart
Jpmorgan U.s. Value Factor Etf Us Value Factor Fund Etf (JVAL)	0.1	$1.0M		25k	41.62	View chart
Blackrock Cap Allocation Term Cef (BCAT)	0.1	$1.0M	+9%	61k	16.66	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$1.0M	+3%	13k	79.86	View chart
Ftai Aviation Stock (FTAI)	0.1	$1.0M		15k	67.30	View chart
Goldman Sachs Group Stock (GS)	0.1	$1.0M	+6%	2.4k	417.65	View chart
Exelon Corp Stock (EXC)	0.1	$1.0M	+17%	27k	37.57	View chart
Alibaba Group Hldg Adr (BABA)	0.1	$993k	+20%	14k	72.36	View chart
Ishares Core Msci Europe Etf Etf (IEUR)	0.1	$990k	+6%	17k	57.85	View chart
Blackrock Aaa Clo Etf Etf (CLOA)	0.1	$959k	NEW	19k	51.73	View chart
Allstate Corp Stock (ALL)	0.1	$957k	-6%	5.5k	173.01	View chart
Applied Matls Stock (AMAT)	0.1	$952k		4.6k	206.24	View chart
Linde Stock (LIN)	0.1	$950k		2.0k	464.37	View chart
Abbott Labs Stock (ABT)	0.1	$949k		8.3k	113.66	View chart
Blackrock Cr Allocation Income Cef (BTZ)	0.1	$932k	+3%	87k	10.69	View chart
Invesco Bulletshares 2024 Corporate Bond Etf Etf (BSCO)	0.1	$930k	-13%	44k	20.97	View chart
Sabine Rty Tr Unit Ben Int Stock (SBR)	0.1	$922k		15k	63.59	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.1	$915k	+2%	11k	85.06	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$905k	+71%	7.9k	114.15	View chart
Cme Group Stock (CME)	0.1	$890k	+37%	4.1k	215.27	View chart
Netflix Stock (NFLX)	0.1	$887k	-5%	1.5k	607.41	View chart
Rxsight Stock (RXST)	0.1	$883k	+3%	17k	51.58	View chart
Public Svc Enterprise Grp Stock (PEG)	0.1	$881k	+73%	13k	66.78	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 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
Transcend Wealth Collective 2020 Q3 filed Nov. 13, 2020
Transcend Wealth Collective 2020 Q2 filed Aug. 5, 2020

View all past filings

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