Top 50 Transcend Capital Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 8.22% | 403.4K | $102.4M | -2.23%(-9.22K) | $101.03(+195.18%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 3.36% | 87.3K | $41.8M | +1.01%(+876) | $427.99(+13.10%) | 2026-03-31 | |
| MRK | MERCK & CO INC COM | 2.53% | 262.4K | $31.6M | +0.39%(+1.01K) | $84.35(+34.45%) | 2026-03-31 | |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 2.38% | 302.5K | $29.6M | +19.96%(+50.32K) | $71.80(+67.51%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 2.19% | 73.7K | $27.3M | +0.61%(+446) | $252.54(+62.13%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 1.8% | 128.3K | $22.4M | +5.38%(+6.55K) | $55.59(+324.06%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TRUST SERIES I | 1.68% | 36.2K | $20.9M | -4.92%(-1.87K) | $266.47(+170.12%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 1.62% | 96.7K | $20.1M | +2.08%(+1.97K) | $147.83(+80.77%) | 2026-03-31 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 1.38% | 115.7K | $17.1M | -1.87%(-2.20K) | $97.74(+60.87%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 1.25% | 54.1K | $15.6M | +0.03%(+16) | $113.58(+253.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.18% | +60.89% |
| Top 20 Holdings Unweighted | +17.06% | +60.40% |
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