Instuitional Investor - Transcend Wealth Collective, Llc

Fund Profile
Filing Period:
Fund Name: Transcend Wealth Collective, Llc
Portfolio Value $1,422,746,955
Filing Period:
No. Security Ticker Shares Value % Port
1. AAPL 433,776 $110,452,448 7.76%
2. BRK.A 86,599 $43,536,565 3.06%
3. MSFT 83,774 $43,390,535 3.05%
4. OBDC 2,335,874 $29,829,117 2.1%
5. NVDA 154,501 $28,826,850 2.03%