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Transcend Capital Advisors, LLC

All holdings · as of Dec 31, 2025

681 positions

CompanyClassValueShares% of portfolio
Constellation Energy Corp$1.71M4,8290.1%
FIRST TRUST CORE INVESTMENT GRADE ETF$1.68M79,0970.1%
NIKE, Inc.$1.68M26,3490.1%
General Motors Co$1.68M20,6340.1%
Lululemon Athletica Inc$1.66M7,9690.1%
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN$1.57M34,3800.1%
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF$1.56M20,0860.1%
VANGUARD SMALL-CAP ETF$1.56M6,0410.1%
ISHARES ESG AWARE MSCI USA ETF$1.53M10,3010.1%
COCA COLA CO$1.52M21,8130.1%
Becton Dickinson & Co$1.50M7,7330.1%
ServiceNow Inc$1.49M9,7040.1%
INTEL CORP$1.48M40,1200.1%
ISHARES GOLD TRUST$1.46M17,9540.1%
QUALCOMM INC/DE$1.45M8,5010.1%
JPMORGAN EQUITY PREMIUM INCOME ETF$1.45M25,3630.1%
LOWES COMPANIES INC$1.45M6,0010.1%
FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND$1.44M31,4280.1%
ADVANCED MICRO DEVICES INC$1.44M6,7130.1%
AMGEN INC$1.41M4,3180.1%
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF$1.41M9,1030.1%
ASTRAZENECA PLC SPONSORED ADR$1.40M15,1990.1%
BRADY CORP$1.39M17,7130.1%
Trane Technologies plc$1.38M3,5550.1%
Annaly Capital Management Inc$1.36M60,8990.1%
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF$1.36M23,8600.1%
Airbnb, Inc.$1.35M9,9230.1%
Newmont Corp$1.35M13,4880.1%
SCHWAB US DIVIDEND EQUITY ETF$1.34M48,8230.1%
FIRST TR HIGH YIELD OPPRT 2027 COM$1.34M95,1770.1%
BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF$1.34M46,4600.1%
Expedia Group Inc$1.33M4,6960.1%
ISHARES MSCI EAFE VALUE ETF$1.32M18,5480.1%
SCHWAB U.S. LARGE-CAP ETF$1.32M49,2010.1%
SHOPIFY INC CL A SUB VTG SHS$1.32M8,2170.1%
AVANTIS U.S. SMALL CAP VALUE ETF$1.31M12,8650.1%
BlackRock, Inc.$1.31M1,2250.1%
MCDONALD'S CORP$1.30M4,2700.1%
Chime Financial, Inc.$1.29M51,0940.1%
INTUIT INC.$1.28M1,9390.1%
THERMO FISHER SCIENTIFIC INC.$1.28M2,2120.1%
ISHARES CORE S&P US VALUE ETF$1.28M12,4950.1%
NOVARTIS AG SPONSORED ADR$1.27M9,2270.1%
VANGUARD RUSSELL 2000 ETF$1.26M12,7070.1%
ConocoPhillips$1.23M13,1420.1%
BP PLC SPONSORED ADR$1.22M35,2040.1%
ISHARES RUSSELL MID-CAP VALUE ETF$1.22M8,6550.1%
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF$1.20M13,1250.1%
HORTON D R INC /DE$1.20M8,2980.1%
Fastenal Co$1.19M29,6350.1%
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