Instuitional Investor - Transcend Wealth Collective, Llc

Fund Profile
Filing Period:
Fund Name: Transcend Wealth Collective, Llc
Portfolio Value $1,394,012,493
Filing Period:
No. Security Ticker Shares Value % Port
1. AAPL 463,601 $102,979,655 7.39%
2. OBDC 2,610,059 $38,263,465 2.74%
3. BRK.A 68,091 $36,264,007 2.6%
4. MSFT 96,049 $36,055,865 2.59%
5. FSK 1,405,884 $29,453,263 2.11%