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Vibhaw Arya

@Transcend Capital Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$1.492BTotal holdings617
Assets growth rate8.22%Assets growth rate (2-Q avg)9.43%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Transcend Capital Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 617 positions.

Assets under management

The assets under management (AUM) of Transcend Capital Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.492B in assets, with a quarterly growth rate of 8.22% and a 2-quarter average growth rate of 9.43%. The portfolio is managed by Vibhaw Arya, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IGIBIshares 5-10 Year Investment Grade Corporate Bond Etf
Recent Activity
Exited
0%
$518,676
10,119 shares@ $51.26 avg price
RSPDInvesco S&p 500 Equal Weight Consumer Discretionary Etf
Recent Activity
Exited
0%
$469,781
9,779 shares@ $48.04 avg price
ALKAlaska Air Group Inc Com
Recent Activity
Exited
0%
$408,040
10,100 shares@ $40.4 avg price
DXCMDexcom Inc Com
Recent Activity
Exited
0%
$398,077
3,511 shares@ $113.38 avg price
SNOWSnowflake Inc Cl A
Recent Activity
Exited
0%
$394,663
2,921 shares@ $135.12 avg price
DTDynatrace Inc Com New
Recent Activity
Exited
0%
$389,730
8,711 shares@ $44.74 avg price
ENVXEnovix Corporation Com
Recent Activity
Exited
0%
$389,460
26,690 shares@ $14.6 avg price
TMUST-mobile Us Inc Com
Recent Activity
Exited
0%
$371,750
2,110 shares@ $176.19 avg price
LPLALpl Finl Hldgs Inc Com
Recent Activity
Exited
0%
$363,382
1,301 shares@ $279.31 avg price
ALVAutoliv Inc Com
Recent Activity
Exited
0%
$351,676
3,287 shares@ $106.99 avg price