Transcend Wealth Collective, LLC - Q42025 Holdings

Transcend Wealth Collective, LLC holds 681 stocks with a total portfolio value of $ 1.29B as of Q42025. In Q42025, Transcend Wealth Collective, LLC added 82 new positions, increased stakes in 233 stocks, reduced 337 holdings, and fully exited 90 positions. The largest holding is Apple Inc Com (AAPL), representing 8.67% of the total portfolio.