Instuitional Investor - Transcend Wealth Collective, Llc

Fund Profile
Filing Period:
Fund Name: Transcend Wealth Collective, Llc
Portfolio Value $1,249,726,868
Filing Period:
No. Security Ticker Shares Value % Port
1. AAPL 403,431 $102,386,694 8.19%
2. BRK-B 87,307 $41,837,646 3.35%
3. MRK 262,384 $31,562,147 2.53%
4.
Spdr Series Trust
302,481 $29,615,936 2.37%
5. MSFT 73,737 $27,295,314 2.18%