TRANSCEND CAPITAL ADVISORS, LLC Q4 2023 Filing

Filed February 5, 2024

Portfolio Value

$1.1T

Holdings

505

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (505 positions)

StockValue
DEDEERE & CO COM
$291.1M
CAPEDOUBLELINE SHILLER CAPE U.S. EQUITIES ETF
$289.6M
SOSOUTHERN CO COM
$288.5M
BSCRINVESCO BULLETSHARES 2027 CORPORATE BOND ETF
$286.7M
JBLJABIL INC COM
$286.6M
SNYSANOFI SPONSORED ADR
$285.0M
NSCNORFOLK SOUTHN CORP COM
$282.1M
GNRCGENERAC HLDGS INC COM
$272.3M
XFEBFIRST TRUST PREFERRED SECURITIES & INCOME ETF
$264.8M
URIUNITED RENTALS INC COM
$263.0M
EOGEOG RES INC COM
$263.0M
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
$261.5M
DDDUPONT DE NEMOURS INC COM
$259.1M
VLTOVERALTO CORP COM SHS
$257.7M
FRMEFIRST MERCHANTS CORP COM
$254.0M
RYANRYAN SPECIALTY HOLDINGS INC CL A
$252.2M
EDCONSOLIDATED EDISON INC COM
$251.8M
BIVVANGUARD INTERMEDIATE-TERM BOND ETF
$250.7M
BSJQINVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF
$248.9M
FISFIDELITY NATL INFORMATION SVCS COM
$247.7M
NUENUCOR CORP COM
$247.0M
INTUINTUIT COM
$246.2M
FCNCAFIRST CTZNS BANCSHARES INC N C CL A
$244.1M
ETRENTERGY CORP NEW COM
$243.9M
DSIISHARES MSCI KLD 400 SOCIAL ETF
$241.5M
FTAFIRST TRUST LARGE CAP VALUE ALPHADEX FUND
$241.0M
BAXBAXTER INTL INC COM
$240.2M
ETJEATON VANCE RISK-MANAGED DIVER COM
$240.0M
CGWINVESCO S&P GLOBAL WATER INDEX ETF
$239.8M
FJULFT CBOE VEST U.S. EQUITY BUFFER ETF - JULY
$239.3M
EEMVISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF
$239.1M
OMEXODYSSEY MARINE EXPL INC COM NEW
$238.6M
BSJOINVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETF
$238.5M
ITWILLINOIS TOOL WKS INC COM
$238.4M
IYEISHARES U.S. ENERGY ETF
$237.0M
LDOSLEIDOS HOLDINGS INC COM
$236.3M
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
$235.6M
ALCOALICO INC COM
$232.3M
MTBM & T BK CORP COM
$230.3M
BSCSINVESCO BULLETSHARES 2028 CORPORATE BOND ETF
$229.4M
CNOBCONNECTONE BANCORP INC COM
$229.1M
VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
$228.9M
DGDOLLAR GEN CORP NEW COM
$227.3M
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
$227.1M
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A
$226.1M
SUSCISHARES ESG AWARE USD CORPORATE BOND ETF
$224.6M
GNMAISHARES GNMA BOND ETF
$222.7M
BLDTOPBUILD CORP COM
$222.7M
PAYXPAYCHEX INC COM
$221.3M
SSNCSS&C TECHNOLOGIES HLDGS INC COM
$220.1M
BKNGBOOKING HOLDINGS INC COM
$219.9M
TRYBARINGS BDC INC COM
$218.8M
EUSAISHARES MSCI USA EQUAL WEIGHTED ETF
$218.4M
SKYYFIRST TRUST CLOUD COMPUTING ETF
$217.9M
ARKKARK INNOVATION ETF
$215.9M
CARRCARRIER GLOBAL CORPORATION COM
$215.4M
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
$213.6M
EAGGISHARES ESG AWARE US AGGREGATE BOND ETF
$213.4M
SHMSPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
$212.2M
SYYSYSCO CORP COM
$212.1M
JCIJOHNSON CTLS INTL PLC SHS
$211.0M
KDKYNDRYL HLDGS INC COMMON STOCK
$210.7M
IHEISHARES U.S. PHARMACEUTICALS ETF
$208.4M
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
$206.9M
TOLTOLL BROTHERS INC COM
$205.6M
VDCVANGUARD CONSUMER STAPLES ETF
$205.0M
FTVFORTIVE CORP COM
$204.5M
CTVACORTEVA INC COM
$203.7M
DBCINVESCO DB COMMODITY INDEX TRACKING FUND
$203.1M
RYROYAL BK CDA COM
$202.2M
EWJISHARES MSCI JAPAN ETF
$201.4M
IXCISHARES GLOBAL ENERGY ETF
$200.2M
XLGIXLAZARD GLOBAL TOTAL RETURN & I COM
$198.7M
GLOCLOUGH GLOBAL OPPORTUNITIES FD SH BEN INT
$187.3M
MITTAG MTG INVT TR INC COM NEW
$176.5M
DSLDOUBLELINE INCOME SOLUTIONS FD COM
$174.2M
SPFFGLOBAL X SUPERINCOME PREFERRED ETF
$172.7M
VLYVALLEY NATL BANCORP COM
$165.2M
NMCONUVEEN MUN CR OPPORTUNITIES FD COM
$158.9M
PIMPUTNAM MASTER INTER INCOME TR SH BEN INT
$148.7M
URCURANIUM RTY CORP COM
$147.7M
SH1USDPROSHARES SHORT S&P500
$141.0M
MVTBLACKROCK MUNIVEST FD II INC COM
$136.3M
BGHBARINGS GLOBAL SHORT DURATION COM
$134.4M
AVKADVENT CONV & INCOME FD COM
$132.9M
RIVRIVERNORTH OPPORTUNITIES FD IN COM
$132.5M
TEVATEVA PHARMACEUTICAL INDS LTD SPONSORED ADS
$130.9M
XWIAXWESTERN ASST INFLTN LKD INM FD COM SH BEN INT
$126.3M
SIRIEURSIRIUS XM HOLDINGS INC COM
$125.5M
XMUIXBLACKROCK MUNICIPAL INCOME COM
$123.4M
SOFISOFI TECHNOLOGIES INC COM
$119.9M
VTRSVIATRIS INC COM
$119.0M
JPCNUVEEN PFD & INCOME OPPORTUNIT COM
$103.7M
KYNKAYNE ANDERSON ENERGY INFRSTR COM
$100.5M
SWN1EURSOUTHWESTERN ENERGY CO COM
$99.0M
NUNU HLDGS LTD ORD SHS CL A
$88.5M
MVFBLACKROCK MUNIVEST FD INC COM
$84.0M
GLVCLOUGH GLOBAL DIVID & INCOME F COM
$82.2M
OPKOPKO HEALTH INC COM
$76.8M
FIPFTAI INFRASTRUCTURE INC COMMON STOCK
$58.3M
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