Transcend Capital Advisors, LLC Sells in Q4 2025

Transcend Capital Advisors, LLC

  • $1.25 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
-92.7K
- 82.45%
$354.79 - $403.15 $32.9M - $37.4M
19.7K $7.42M
ORCC
Owl Rock Capital Corp

Financial Services
-1.14M
- 48.62%
N/A
1.2M $16.1M
MSFT
Microsoft Corp

Technology
-10.5K
- 12.51%
$496.82 - $542.07 $5.21M - $5.68M
73.3K $37.2M
NVDA
Nvidia Corp

Technology
-32.7K
- 21.17%
$179.83 - $207.04 $5.88M - $6.77M
122K $22.7M
VTI
Vanguard Total Stock Market Et

ETFs
-16.6K
- 55.58%
$321.8 - $337.95 $5.33M - $5.6M
13.2K $4.37M
V
Visa Inc.

Financial Services
-14.2K
- 45.5%
$325.75 - $352.42 $4.61M - $4.99M
17K $5.53M
IVV
Ishares Core S&P 500 ETF

ETFs
-6.64K
- 36.84%
$656.2 - $690.71 $4.36M - $4.59M
11.4K $7.69M
OWL
Blue Owl Capital Inc.

Financial Services
-69.2K
- 6.4%
$13.77 - $17.17 $953K - $1.19M
1.01M $13.9M
VEU
Vanguard Ftse All World Ex Us

ETFs
-54.1K
- 66.25%
$70.2 - $73.89 $3.8M - $4M
27.6K $2.01M
XLC
Select Sector Spdr Tr Communic

ETFs
-29.4K
- 53.03%
$111.33 - $117.16 $3.27M - $3.44M
26K $2.89M
GOOG
Alphabet Inc.

Communication Services
-20.4K
- 34.09%
$237.49 - $291.74 $4.85M - $5.96M
39.5K $11.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-32.1K
- 77.53%
$92.24 - $96.56 $2.96M - $3.1M
9.3K $885K
IGM
Ishares Expanded Tech Sector E

ETFs
-23.7K
- 80.04%
$124.25 - $135.72 $2.94M - $3.21M
5.9K $754K
NMFC
New Mountain Finance Corp

Financial Services
-295K
- 41.25%
$8.93 - $9.73 $2.64M - $2.87M
421K $3.97M
XLF
Financial Sector Spdr

ETFs
-51.4K
- 41.78%
$51.76 - $53.77 $2.66M - $2.77M
71.7K $3.76M
XLV
Select Sector Spdr Fund Health

ETFs
-21.8K
- 57.68%
$141.95 - $152.82 $3.1M - $3.33M
16K $2.43M
BX
Blackstone Inc.

Financial Services
-8.38K
- 16.3%
$138.42 - $168.45 $1.16M - $1.41M
43.1K $5.96M
ORCL
Oracle Corp

Technology
-1.97K
- 5.11%
$217.57 - $313.0 $429K - $617K
36.6K $8.05M
META
Meta Platforms, Inc.

Communication Services
-704
- 4.11%
$609.01 - $751.67 $429K - $529K
16.4K $10M
EEMA
Ishares Msci Emerging Markets

ETFs
-25.5K
- 67.58%
$89.16 - $97.11 $2.27M - $2.47M
12.2K $1.15M
JPM
Jpmorgan Chase & CO

Financial Services
-5.04K
- 9.92%
$294.11 - $320.41 $1.48M - $1.61M
45.7K $13.7M
FSK
Fs Kkr Capital Corp

Financial Services
-187K
- 19.04%
$14.16 - $15.65 $2.65M - $2.93M
796K $12.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-23.7K
- 82.76%
$88.67 - $92.06 $2.1M - $2.18M
4.94K $439K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-24.5K
- 65.61%
$86.12 - $92.36 $2.11M - $2.26M
12.8K $1.18M
HD
Home Depot, Inc.

Consumer Cyclical
-2.23K
- 8.65%
$358.03 - $397.02 $797K - $883K
23.5K $8.41M
XLP
Consumer Staples Sector Spdr

ETFs
-26.3K
- 56.68%
N/A
20.1K $1.53M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-16.6K
- 24.59%
$119.13 - $120.38 $1.97M - $1.99M
50.8K $6.06M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-37.2K
- 78.58%
$49.98 - $50.59 $1.86M - $1.88M
10.1K $510K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3.99K
- 42.24%
$459.47 - $491.71 $1.83M - $1.96M
5.45K $2.57M
IEF
Ishares Barclays

ETFs
-19.1K
- 86.38%
$96.12 - $97.72 $1.83M - $1.86M
3.01K $289K
VIG
Vanguard Dividend Appreciation

ETFs
-9.55K
- 15.92%
N/A
50.4K $9.19M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.49K
- 10.28%
$653.02 - $687.39 $1.63M - $1.71M
21.7K $14.5M
JNJ
Johnson & Johnson

Healthcare
-11.5K
- 20.69%
$185.98 - $199.58 $2.13M - $2.29M
43.9K $8.77M
VCIT
Vanguard Intermediate Term Cor

ETFs
-17.6K
- 66.83%
$83.45 - $84.82 $1.47M - $1.49M
8.74K $729K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-7.49K
- 32.57%
$191.01 - $199.18 $1.43M - $1.49M
15.5K $3.01M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-3.36K
- 60.33%
$524.58 - $588.02 $1.76M - $1.98M
2.21K $1.25M
AGNC
Agnc Investment Corp.

Real Estate
-160K
- 30.39%
$9.88 - $10.34 $1.58M - $1.66M
367K $3.72M
VB
Vanguard Small Cap ETF

ETFs
-5.48K
- 47.58%
$248.1 - $260.08 $1.36M - $1.43M
6.04K $1.51M
ETN
Eaton Corp PLC

Industrials
-3.19K
- 28.54%
$352.39 - $387.75 $1.12M - $1.24M
7.99K $2.81M
AVUV
American Centy ETF Tr Avantis

ETFs
-13K
- 50.17%
$95.19 - $100.66 $1.23M - $1.3M
12.9K $1.26M
PANW
Palo Alto Networks Inc

Technology
-6.47K
- 59.16%
$204.77 - $221.38 $1.33M - $1.43M
4.47K $917K
VZ
Verizon Communications Inc

Communication Services
-28.1K
- 67.05%
$38.4 - $43.83 $1.08M - $1.23M
13.8K $566K
SYK
Stryker Corp

Healthcare
-3.16K
- 31.35%
$353.81 - $388.35 $1.12M - $1.23M
6.92K $2.49M
ADP
Automatic Data Processing Inc

Industrials
-2.15K
- 14.01%
$250.9 - $292.94 $539K - $629K
13.2K $3.31M
BGB
Blackstone Strategic Credit Fund

Financial Services
-85.2K
- 15.78%
$11.66 - $12.16 $993K - $1.04M
454K $5.38M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-20.4K
- 35.98%
$57.9 - $61.26 $1.18M - $1.25M
36.3K $2.18M
VTV
Vanguard Value ETF

ETFs
-6.12K
- 18.44%
$182.87 - $189.72 $1.12M - $1.16M
27.1K $5.07M
XLY
Select Sector Spdr Consumer Di

ETFs
-3.46K
- 17.16%
$228.75 - $242.18 $792K - $839K
16.7K $3.86M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-6.97K
- 5.58%
$137.47 - $143.13 $958K - $997K
118K $16.6M
Activity Summary
Buys All Purchases 315 New Holdings 83 Increased Positions 232 Sells All Sells 337 Reductions 337 Sold out 0 Options Calls 4 Puts 1
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