Transcend Capital Advisors, LLC Incresed Positions in Q3 2025

Transcend Capital Advisors, LLC

  • $1.42 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
2.89K
+ 0.67%
$202.38 - $256.87 $586K - $743K
434K $110M
GLD
Spdr Gold Trust

ETFs
4.05K
+ 3.74%
$300.96 - $355.47 $1.22M - $1.44M
112K $40M
NVDA
Nvidia Corp

Technology
5.94K
+ 4.0%
$153.3 - $186.58 $911K - $1.11M
155K $28.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7.33K
+ 9.25%
$459.11 - $506.91 $3.37M - $3.72M
86.6K $43.5M
GOOG
Alphabet Inc.

Communication Services
4.97K
+ 9.04%
$175.16 - $255.24 $870K - $1.27M
59.9K $14.6M
GOOGL
Alphabet Inc.

Communication Services
2.71K
+ 5.27%
$174.36 - $254.72 $473K - $691K
54.2K $13.2M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
28.6K
+ 73.78%
$117.65 - $120.08 $3.36M - $3.43M
67.3K $8.05M
MSFT
Microsoft Corp

Technology
2.88K
+ 3.56%
$491.09 - $535.64 $1.41M - $1.54M
83.8K $43.4M
BGB
Blackstone Strategic Credit Fund

Financial Services
257K
+ 91.22%
$12.07 - $12.6 $3.11M - $3.24M
540K $6.57M
ORCL
Oracle Corp

Technology
2.44K
+ 6.75%
$218.96 - $328.33 $534K - $801K
38.6K $10.8M
PHYS
Sprott Physical Gold Trust

Financial Services
38.3K
+ 12.36%
$25.02 - $29.62 $958K - $1.13M
348K $10.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
880
+ 2.39%
$546.99 - $602.2 $481K - $530K
37.7K $22.6M
AVGO
Broadcom Inc.

Technology
1.22K
+ 3.74%
$264.74 - $369.57 $322K - $450K
33.8K $11.1M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
24.7K
+ 611.07%
$82.38 - $83.0 $2.04M - $2.05M
28.8K $2.39M
AMZN
Amazon Com Inc

Consumer Cyclical
8.15K
+ 8.77%
$211.65 - $238.24 $1.73M - $1.94M
101K $22.2M
XLU
Utilities Sector Spdr

ETFs
19.5K
+ 342.49%
$81.14 - $87.32 $1.58M - $1.7M
25.2K $2.19M
HOUS
Anywhere Real Estate Inc.

Real Estate
426
+ 0.21%
$3.64 - $10.94 $1.55K - $4.66K
200K $2.12M
HD
Home Depot, Inc.

Consumer Cyclical
936
+ 3.78%
$357.4 - $423.42 $335K - $396K
25.7K $10.4M
MRK
Merck & Co., Inc.

Healthcare
109
+ 0.04%
$77.6 - $87.37 $8.46K - $9.52K
268K $22.5M
BX
Blackstone Inc.

Financial Services
1.21K
+ 2.4%
$152.77 - $188.68 $184K - $227K
51.4K $8.79M
SPY
Spdr S&P 500 ETF Trust

ETFs
20
+ 0.08%
$617.65 - $666.84 $12.4K - $13.3K
24.2K $16.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
881
+ 6.31%
$567.77 - $614.76 $500K - $542K
14.8K $9.08M
WMT
Walmart Inc.

Consumer Defensive
8.89K
+ 27.75%
$94.4 - $104.27 $839K - $927K
40.9K $4.22M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
41K
+ 85.4%
$24.73 - $25.29 $1.01M - $1.04M
89.1K $2.24M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
15.4K
+ 9.87%
$36.04 - $38.78 $557K - $599K
172K $6.63M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
12
+ 0.01%
$132.9 - $142.03 $1.59K - $1.7K
125K $17.6M
MU
Micron Technology Inc

Technology
3.2K
+ 37.91%
$104.88 - $168.89 $336K - $541K
11.6K $1.95M
VV
Vanguard Large Cap ETF

ETFs
451
+ 1.36%
$285.05 - $309.14 $129K - $139K
33.6K $10.3M
META
Meta Platforms, Inc.

Communication Services
1.27K
+ 8.0%
$695.21 - $791.73 $883K - $1.01M
17.1K $12.6M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
23.1K
+ 20.32%
$46.51 - $50.07 $1.08M - $1.16M
137K $6.43M
PLTR
Palantir Technologies Inc.

Technology
2.49K
+ 30.77%
$130.68 - $186.97 $325K - $465K
10.6K $1.93M
INTC
Intel Corp

Technology
17.4K
+ 81.87%
$19.31 - $35.5 $336K - $618K
38.6K $1.3M
FAST
Fastenal CO

Industrials
12.9K
+ 51.86%
$42.47 - $50.39 $550K - $652K
37.9K $1.86M
EFA
Ishares Tr Msci Eafe ETF

ETFs
7.02K
+ 20.43%
$87.29 - $93.61 $613K - $657K
41.4K $3.86M
VTI
Vanguard Total Stock Market Et

ETFs
107
+ 0.36%
$303.93 - $329.86 $32.5K - $35.3K
29.8K $9.78M
CVX
Chevron Corp

Energy
2.64K
+ 10.92%
$145.57 - $161.83 $384K - $426K
26.8K $4.15M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
21.9K
+ 29.14%
$25.53 - $26.94 $558K - $589K
96.9K $2.61M
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.49K
+ 5.85%
$51.78 - $57.89 $232K - $260K
81.2K $4.67M
GE
General Electric CO

Industrials
640
+ 6.39%
$244.75 - $305.63 $157K - $196K
10.7K $3.21M
NEM
Newmont Corp

Basic Materials
5.24K
+ 84.6%
$57.35 - $85.25 $300K - $446K
11.4K $963K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1
+ 0.0%
$83.08 - $100.2 $83.1 - $100
34.1K $3.41M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
5.81K
+ 11.41%
$54.35 - $59.32 $316K - $345K
56.7K $3.36M
VGT
Vanguard Information Technolog

ETFs
66
+ 1.05%
$656.44 - $753.15 $43.3K - $49.7K
6.34K $4.73M
BDX
Becton Dickinson & CO

Healthcare
2.72K
+ 88.18%
$172.41 - $199.66 $468K - $542K
5.79K $1.08M
PCG
Pg&E Corp

Utilities
34.4K
+ 238.07%
$13.0 - $15.73 $447K - $540K
48.8K $735K
AMD
Advanced Micro Devices Inc

Technology
2.5K
+ 43.35%
$134.8 - $184.42 $337K - $462K
8.28K $1.34M
FDX
Fedex Corp

Industrials
1.88K
+ 28.87%
$217.1 - $243.2 $409K - $458K
8.41K $1.98M
CIEN
Ciena Corp

Technology
2.26K
+ 87.2%
$77.75 - $145.67 $175K - $328K
4.84K $705K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.57K
+ 9.47%
$148.97 - $165.88 $234K - $260K
18.1K $2.99M
Activity Summary
Buys All Purchases 462 New Holdings 114 Increased Positions 348 Sells All Sells 186 Reductions 186 Sold out 0 Options Calls 2 Puts 1
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