TRANSCEND CAPITAL ADVISORS, LLC Q1 2025 Filing

Filed April 24, 2025

Portfolio Value

$1.4T

Holdings

599

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (599 positions)

#StockSharesValue% PortfolioType
301
CPCANADIAN PACIFIC KANSAS CITY COM
10,346$726.4M0.05%
302
CTVACORTEVA INC COM
11,485$722.7M0.05%
303
TPLTEXAS PACIFIC LAND CORPORATION COM
543$719.7M0.05%
304
ULUNILEVER PLC SPON ADR NEW
12,045$717.3M0.05%
305
PFFISHARES PREFERRED & INCOME SECURITIES ETF
23,139$711.1M0.05%
306
NINISOURCE INC COM
17,726$710.6M0.05%
307
XGDVXGABELLI DIVID & INCOME TR COM
28,672$691.8M0.05%
308
CRWDCROWDSTRIKE HLDGS INC CL A
1,942$684.7M0.05%
309
PSLV/USPROTT PHYSICAL SILVER TR TR UNIT
58,500$678.6M0.05%
310
AGGISHARES CORE U.S. AGGREGATE BOND ETF
6,842$676.8M0.05%
311
IATISHARES U.S. REGIONAL BANKS ETF
14,500$676.1M0.05%
312
IVLUISHARES MSCI INTL VALUE FACTOR ETF
22,306$676.1M0.05%
313
TRVTRAVELERS COMPANIES INC COM
2,513$664.6M0.05%
314
WDAYWORKDAY INC CL A
2,817$657.9M0.05%
315
DFAUDIMENSIONAL US CORE EQUITY MARKET ETF
16,864$648.3M0.05%
316
BCATBLACKROCK CAP ALLOCATION TERM COM
44,608$642.3M0.05%
317
MBBISHARES MBS ETF
6,846$642.0M0.05%
318
BINCISHARES FLEXIBLE INCOME ACTIVE ETF
12,248$641.5M0.05%
319
EUSAISHARES MSCI USA EQUAL WEIGHTED ETF
6,755$632.2M0.05%
320
YUMYUM BRANDS INC COM
4,014$631.6M0.05%
321
HELOJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
10,570$630.8M0.05%
322
SHELSHELL PLC SPON ADS
8,410$616.3M0.04%
323
GILDGILEAD SCIENCES INC COM
5,470$612.9M0.04%
324
NRANRG ENERGY INC COM NEW
6,413$612.2M0.04%
325
LHXL3HARRIS TECHNOLOGIES INC COM
2,896$606.2M0.04%
326
AIGAMERICAN INTL GROUP INC COM NEW
6,937$603.1M0.04%
327
AXPAMERICAN EXPRESS CO COM
2,240$602.6M0.04%
328
T7DTRANSDIGM GROUP INC COM
434$600.4M0.04%
329
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
11,463$600.3M0.04%
330
RQICOHEN & STEERS QUALITY INCOME COM
47,665$598.7M0.04%
331
RITMRITHM CAPITAL CORP COM NEW
51,885$594.1M0.04%
332
LRCXLAM RESEARCH CORP COM NEW
8,065$586.3M0.04%
333
QYLDGLOBAL X NASDAQ 100 COVERED CALL ETF
33,846$562.9M0.04%
334
FNYFIRST TRUST MID CAP GROWTH ALPHADEX FUND
7,499$561.5M0.04%
335
PNCPNC FINL SVCS GROUP INC COM
3,194$561.4M0.04%
336
HOUSANYWHERE REAL ESTATE INC COM
168,377$560.7M0.04%
337
EVRGEVERGY INC COM
8,064$556.0M0.04%
338
BIPBROOKFIELD INFRAST PARTNERS LP LP INT UNIT
18,600$554.1M0.04%
339
KLACKLA CORP COM NEW
808$549.3M0.04%
340
PHPARKER-HANNIFIN CORP COM
900$547.1M0.04%
341
HYGVFLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND
13,394$540.8M0.04%
342
VRPINVESCO VARIABLE RATE PREFERRED ETF
22,182$537.7M0.04%
343
TTDTHE TRADE DESK INC COM CL A
9,779$535.1M0.04%
344
TLNTALEN ENERGY CORP COM
2,674$533.9M0.04%
345
UPSUNITED PARCEL SERVICE INC CL B
4,832$531.4M0.04%
346
CMGCHIPOTLE MEXICAN GRILL INC COM
10,554$529.9M0.04%
347
DEODIAGEO PLC SPON ADR NEW
5,057$529.9M0.04%
348
AEEAMEREN CORP COM
5,268$528.9M0.04%
349
EMREMERSON ELEC CO COM
4,783$524.4M0.04%
350
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
10,206$518.8M0.04%
351
SKYYFIRST TRUST CLOUD COMPUTING ETF
5,021$513.3M0.04%
352
LPLALPL FINL HLDGS INC COM
1,568$513.0M0.04%
353
FITBFIFTH THIRD BANCORP COM
12,977$508.7M0.04%
354
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF
2,497$504.6M0.04%
355
CDNSCADENCE DESIGN SYSTEM INC COM
1,962$499.0M0.04%
356
CYBRCYBERARK SOFTWARE LTD SHS
1,472$497.5M0.04%
357
ECLECOLAB INC COM
1,956$495.9M0.04%
358
GLWCORNING INC COM
10,720$490.8M0.04%
359
FMAYFT VEST U.S. EQUITY BUFFER FUND - MAY
10,617$490.3M0.04%
360
XLUUTILITIES SELECT SECTOR SPDR FUND
6,190$488.1M0.04%
361
VLTOVERALTO CORP COM SHS
4,976$484.9M0.03%
362
ABRARBOR REALTY TRUST INC COM
41,191$484.0M0.03%
363
TLTWISHARES 20 YEAR TREASURY BOND BUYWRITE STRATEGY ETF
20,047$482.3M0.03%
364
TOLTOLL BROTHERS INC COM
4,518$477.1M0.03%
365
ETRENTERGY CORP NEW COM
5,562$475.5M0.03%
366
SYYSYSCO CORP COM
6,271$470.6M0.03%
367
ITGARTNER INC COM
1,121$470.5M0.03%
368
AZOAUTOZONE INC COM
123$469.0M0.03%
369
CARRCARRIER GLOBAL CORPORATION COM
7,341$465.4M0.03%
370
EOGEOG RES INC COM
3,627$465.2M0.03%
371
BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF
5,024$460.8M0.03%
372
FEGEFIRST EAGLE GLOBAL EQUITY ETF
12,217$459.1M0.03%
373
URAGLOBAL X URANIUM ETF
19,993$458.2M0.03%
374
RIORIO TINTO PLC SPONSORED ADR
7,626$458.1M0.03%
375
AERAERCAP HOLDINGS NV SHS
4,460$455.7M0.03%
376
PRUPRUDENTIAL FINL INC COM
4,056$453.0M0.03%
377
HCAHCA HEALTHCARE INC COM
1,310$452.7M0.03%
378
PSXPHILLIPS 66 COM
3,614$446.2M0.03%
379
INTCINTEL CORP COM
19,529$443.5M0.03%
380
APDAIR PRODS & CHEMS INC COM
1,502$443.0M0.03%
381
AQLTISHARES U.S. TREASURY BOND ETF
19,255$442.6M0.03%
382
EEMISHARES MSCI EMERGING MARKETS ETF
10,120$442.2M0.03%
383
AEISADVANCED ENERGY INDS COM
4,634$441.7M0.03%
384
MASMASCO CORP COM
6,327$440.0M0.03%
385
SLBSCHLUMBERGER LTD COM STK
10,505$439.1M0.03%
386
DFASDIMENSIONAL U.S. SMALL CAP ETF
7,345$438.9M0.03%
387
CWCURTISS WRIGHT CORP COM
1,369$434.3M0.03%
388
QTECFIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND
2,502$434.3M0.03%
389
RYANRYAN SPECIALTY HOLDINGS INC CL A
5,845$431.8M0.03%
390
SONYSONY GROUP CORP SPONSORED ADR
17,004$431.7M0.03%
391
STZCONSTELLATION BRANDS INC CL A
2,340$429.4M0.03%
392
MIYBLACKROCK MUNIYIELD MICH QU COM
37,573$427.6M0.03%
393
BXMTBLACKSTONE MTG TR INC COM CL A
21,106$422.1M0.03%
394
ROKROCKWELL AUTOMATION INC COM
1,629$420.9M0.03%
395
MPCMARATHON PETE CORP COM
2,872$418.4M0.03%
396
SOSOUTHERN CO COM
4,545$417.9M0.03%
397
DYHTARGET CORP COM
3,998$417.2M0.03%
398
RXSTRXSIGHT INC COM
16,503$416.7M0.03%
399
RYROYAL BK CDA COM
3,670$413.7M0.03%
400
HYLSFIRST TRUST TACTICAL HIGH YIELD ETF
10,033$411.8M0.03%
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