Notify me when TRANSCEND CAPITAL ADVISORS, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 681 | $1,288,451,645 | +$78,333,534 | -$223,721,073 | -$145,387,539 | AAPL, BRKB, MSFT, MRK, SPYG | 13F-HR | 23 Jan 2026, 14:20 |
| Q3 2025 | 689 | $1,409,213,394 | +$103,794,416 | -$48,462,817 | +$55,331,599 | AAPL, BRKB, MSFT, OBDC, NVDA | 13F-HR | 04 Nov 2025, 09:25 |
| Q2 2025 | 610 | $1,283,827,330 | +$99,587,162 | -$268,561,351 | -$168,974,189 | AAPL, MSFT, BRKB, OBDC, FSK | 13F-HR | 01 Aug 2025, 11:04 |
| Q1 2025 | 599 | $1,381,209,938 | +$147,171,306 | -$102,920,978 | +$44,250,328 | AAPL, OBDC, BRKB, MSFT, FSK | 13F-HR | 24 Apr 2025, 10:32 |
| Q4 2024 | 569 | $1,385,714,886 | +$73,055,180 | -$186,376,137 | -$113,320,957 | AAPL, MSFT, OBDC, OWL, FSK | 13F-HR | 03 Feb 2025, 13:50 |
| Q3 2024 | 616 | $1,492,283,215 | +$115,520,919 | -$66,062,052 | +$49,458,867 | AAPL, MSFT, OBDC, MRK, OWL | 13F-HR | 15 Oct 2024, 10:38 |
| Q2 2024 | 597 | $1,378,934,119 | +$164,553,719 | -$36,267,832 | +$128,285,887 | AAPL, MSFT, OBDC, MRK, OWL | 13F-HR | 02 Jul 2024, 09:19 |
| Q1 2024 | 532 | $1,246,478,719 | +$93,857,257 | -$47,709,574 | +$46,147,683 | AAPL, OBDC, MSFT, MRK, OWL | 13F-HR | 03 May 2024, 11:00 |
| Q4 2023 | 504 | $1,126,531,730 | +$78,972,891 | -$76,310,491 | +$2,662,400 | AAPL, OBDC, MSFT, MRK, OWL | 13F-HR | 05 Feb 2024, 09:30 |
| Q3 2023 | 487 | $1,025,785,344 | +$71,021,926 | -$49,173,733 | +$21,848,193 | AAPL, OBDC, MSFT, MRK, OWL | 13F-HR | 31 Oct 2023, 08:19 |
| Q2 2023 | 484 | $1,048,690,396 | +$68,806,647 | -$41,978,826 | +$26,827,821 | AAPL, OBDC, MSFT, MRK, OWL | 13F-HR | 13 Jul 2023, 08:42 |
| Q1 2023 | 478 | $957,898,907 | +$56,478,024 | -$71,345,839 | -$14,867,815 | AAPL, OBDC, MRK, MSFT, OWL | 13F-HR | 12 Apr 2023, 16:49 |
| Q4 2022 | 493 | $920,260,520 | +$46,111,331 | -$80,562,846 | -$34,451,515 | AAPL, OBDC, MRK, MSFT, OWL | 13F-HR | 20 Jan 2023, 09:49 |
| Q3 2022 | 480 | $897,946,000 | +$81,882,383 | -$62,768,943 | +$19,113,440 | AAPL, OBDC, MRK, MSFT, OWL | 13F-HR | 14 Oct 2022, 21:19 |
| Q2 2022 | 495 | $957,050,000 | +$63,110,861 | -$50,341,925 | +$12,768,936 | AAPL, OBDC, MSFT, MRK, OWL | 13F-HR | 11 Jul 2022, 17:40 |
| Q1 2022 | 515 | $1,118,213,000 | +$110,421,796 | -$64,114,949 | +$46,306,847 | AAPL, OBDC, MSFT, MRK, OWL | 13F-HR | 20 Apr 2022, 16:10 |
| Q4 2021 | 488 | $1,132,251,000 | +$71,925,069 | -$39,752,318 | +$32,172,751 | AAPL, OBDC, MSFT, OWL, MRK | 13F-HR | 20 Jan 2022, 16:41 |
| Q3 2021 | 487 | $1,082,510,000 | +$428,595,651 | -$56,884,675 | +$371,710,976 | AAPL, OBDC, ZM, OWL, DOCU | 13F-HR | 04 Nov 2021, 13:50 |
| Q2 2021 | 324 | $695,481,000 | +$141,338,262 | -$321,293,697 | -$179,955,435 | AAPL, DOCU, MSFT, OWL, AMZN | 13F-HR | 13 Aug 2021, 08:39 |
| Q1 2021 | 413 | $831,763,000 | +$99,514,179 | -$50,212,992 | +$49,301,187 | OBDC, AAPL, ZM, MRK, DOCU | 13F-HR | 12 May 2021, 08:04 |
| Q4 2020 | 376 | $751,455,000 | +$228,326,194 | -$58,803,267 | +$169,522,927 | AAPL, OBDC, ZM, MRK, DOCU | 13F-HR | 11 Feb 2021, 21:33 |
| Q3 2020 | 269 | $540,864,000 | +$246,192,781 | -$15,013,044 | +$231,179,737 | AAPL, ZM, OBDC, MRK, DOCU | 13F-HR | 13 Nov 2020, 16:07 |
| Q2 2020 | 114 | $307,354,000 | +$40,555,151 | -$107,833,944 | -$67,278,793 | AAPL, MRK, ZM, BMY, MSFT | 13F-HR | 05 Aug 2020, 16:04 |
| Q1 2020 | 210 | $330,359,000 | +$77,873,251 | -$55,432,671 | +$22,440,580 | AAPL, MRK, BMY, BX, MSFT | 13F-HR | 07 May 2020, 17:34 |
| Q4 2019 | 211 | $364,736,000 | $0 | $0 | $0 | MRK, AAPL, BMY, BX, GOOG | 13F-HR | 19 Feb 2020, 17:14 |