Transcend Capital Advisors, LLC Sells in Q3 2025

Transcend Capital Advisors, LLC

  • $1.42 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
-300
- 1.7%
$42.42 - $45.96 $12.7K - $13.8K
17.4K $794K
VB
Vanguard Small Cap ETF

ETFs
-617
- 5.08%
$237.58 - $259.17 $147K - $160K
11.5K $2.93M
ACWI
Ishares Msci Acwi ETF

ETFs
-25
- 0.38%
$128.32 - $138.41 $3.21K - $3.46K
6.63K $916K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-60
- 0.34%
$136.48 - $142.97 $8.19K - $8.58K
17.8K $2.49M
PIPR
Piper Sandler Companies

Financial Services
-6
- 0.58%
$284.8 - $369.4 $1.71K - $2.22K
1.03K $356K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-28
- 0.11%
$52.12 - $55.33 $1.46K - $1.55K
25.2K $1.39M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-138
- 2.26%
$435.72 - $463.74 $60.1K - $64K
5.97K $2.77M
MDT
Medtronic PLC

Healthcare
-1.81K
- 5.72%
$87.67 - $95.74 $159K - $174K
29.9K $2.85M
EA
Electronic Arts Inc.

Communication Services
-25
- 1.07%
$147.79 - $202.05 $3.69K - $5.05K
2.3K $464K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-745
- 7.32%
$420.11 - $472.68 $313K - $352K
9.44K $4.42M
VO
Vanguard Mid Cap ETF

ETFs
-56
- 0.59%
$279.83 - $293.74 $15.7K - $16.4K
9.37K $2.75M
VBK
Vanguard Small Cap Growth ETF

ETFs
-29
- 0.47%
$276.51 - $305.12 $8.02K - $8.85K
6.12K $1.82M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-1.01K
- 2.64%
$80.54 - $89.67 $81.4K - $90.7K
37.4K $3.28M
NEE
Nextera Energy Inc

Utilities
-522
- 1.84%
$69.77 - $77.54 $36.4K - $40.5K
27.8K $2.1M
WFC
Wells Fargo & Company

Financial Services
-351
- 0.74%
$77.05 - $85.16 $27K - $29.9K
47K $3.94M
XLE
Energy Sector Spdr

ETFs
-207
- 0.5%
$84.25 - $91.99 $17.4K - $19K
40.8K $3.65M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.26K
- 1.61%
$62.09 - $66.51 $78.4K - $83.9K
77.2K $5.04M
DVY
Ishares Tr

ETFs
-9
- 0.05%
$133.88 - $142.57 $1.2K - $1.28K
19.3K $2.75M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-317
- 6.05%
$224.68 - $282.71 $71.2K - $89.6K
4.92K $1.37M
CAT
Caterpillar Inc

Industrials
-248
- 7.19%
$390.92 - $477.15 $96.9K - $118K
3.2K $1.53M
C
Citigroup Inc

Financial Services
-1.4K
- 6.68%
$85.57 - $103.49 $119K - $144K
19.5K $1.98M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.6K
- 4.22%
$108.97 - $121.65 $174K - $194K
36.2K $4.37M
RTX
Raytheon Technologies Corp

Industrials
-781
- 4.67%
$144.19 - $167.33 $113K - $131K
15.9K $2.67M
SHOP
Shopify Inc.

Technology
-131
- 1.5%
$112.11 - $157.12 $14.7K - $20.6K
8.6K $1.28M
XLC
Select Sector Spdr Tr Communic

ETFs
-2.43K
- 4.2%
$105.99 - $119.41 $257K - $290K
55.4K $6.55M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-157
- 0.49%
$108.46 - $120.63 $17K - $18.9K
31.9K $3.79M
XLY
Select Sector Spdr Consumer Di

ETFs
-603
- 2.9%
$216.09 - $242.18 $130K - $146K
20.2K $4.84M
EEMA
Ishares Msci Emerging Markets

ETFs
-31
- 0.08%
$81.98 - $92.25 $2.54K - $2.86K
37.7K $3.46M
MS
Morgan Stanley

Financial Services
-613
- 2.51%
$139.09 - $161.16 $85.3K - $98.8K
23.8K $3.79M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-155
- 2.7%
$404.94 - $499.99 $62.8K - $77.5K
5.58K $2.7M
ABBV
Abb Vie Inc.

Healthcare
-5.62K
- 14.65%
$184.85 - $231.54 $1.04M - $1.3M
32.8K $7.58M
SPYG
Spdr Portfolio

ETFs
-18.6K
- 6.95%
$94.33 - $105.31 $1.75M - $1.96M
249K $26M
TJX
Tjx Companies Inc

Consumer Cyclical
-313
- 1.12%
$121.35 - $144.54 $38K - $45.2K
27.6K $3.98M
JPM
Jpmorgan Chase & CO

Financial Services
-1.41K
- 2.71%
$282.78 - $316.06 $399K - $446K
50.8K $16M
JNJ
Johnson & Johnson

Healthcare
-3.49K
- 5.92%
$155.17 - $185.42 $541K - $646K
55.4K $10.3M
Activity Summary
Buys All Purchases 462 New Holdings 114 Increased Positions 348 Sells All Sells 186 Reductions 186 Sold out 0 Options Calls 2 Puts 1
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