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Home > Institutional Investor > Transcend Wealth Collective, Llc > Profile

Instuitional Investor - Transcend Wealth Collective, Llc

Fund Profile
Filing Period:
Fund Name: Transcend Wealth Collective, Llc
Portfolio Value $1,126,535,378
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 475,743 $91,594,883 8.13%
2.
Blue Owl Capital Corp
 OBDC 3,818,017 $56,353,935 5%
3.
Microsoft Corp
 MSFT 96,653 $36,345,322 3.22%
4.
Merck & Co. Inc.
 MRK 291,094 $31,735,118 2.81%
5.
Blue Owl Capital Inc.
 OWL 1,659,029 $24,719,533 2.19%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)