| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 19 | Q2 2024 | 10.8% |
| MICROSOFT CORP COM | 19 | Q2 2024 | 3.4% |
| BRISTOL-MYERS SQUIBB CO COM | 19 | Q2 2024 | 3.7% |
| INVESCO QQQ TRUST SERIES I | 19 | Q2 2024 | 2.1% |
| VANGUARDWHITEHALL FDS | 19 | Q2 2024 | 1.7% |
| BLACKSTONE INC COM | 19 | Q2 2024 | 2.8% |
| JOHNSON & JOHNSON COM | 19 | Q2 2024 | 1.7% |
| EXXON MOBIL CORP COM | 19 | Q2 2024 | 1.8% |
| HOME DEPOT INC COM | 19 | Q2 2024 | 1.4% |
| VANGUARD INTL EQUITY INDEX F | 19 | Q2 2024 | 1.5% |
View TRANSCEND CAPITAL ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-05 |
| 13F-HR | 2024-07-02 |
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-12 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-07-12 |
View TRANSCEND CAPITAL ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.