Trifecta Capital Advisors, LLC Purchases in Q3 2025

Trifecta Capital Advisors, LLC

  • $658 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NEE
Nextera Energy Inc

Utilities
104
+ 5.96%
$69.77 - $77.54 $7.26K - $8.06K
1.85K $140M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
200
New
$43.07 - $91.37 $8.61K - $18.3K
200 $18.3M
IAU
Ishares Gold Trust

ETFs
235
New
$61.62 - $72.77 $14.5K - $17.1K
235 $17.1M
Te Connectivity PLC
40
+ 25.48%
N/A
197 $43.2M
MMM
3 M CO

Industrials
105
+ 552.63%
$144.41 - $160.2 $15.2K - $16.8K
124 $19.2M
INTU
Intuit Inc

Technology
22
+ 244.44%
$646.03 - $807.39 $14.2K - $17.8K
31 $21.2M
IBKR
Interactive Brokers Group, Inc.

Financial Services
204
New
$56.32 - $68.81 $11.5K - $14K
204 $14M
MA
Mastercard Inc

Financial Services
23
+ 29.87%
$550.18 - $598.96 $12.7K - $13.8K
100 $56.9M
VZ
Verizon Communications Inc

Communication Services
300
+ 55.35%
$40.84 - $45.06 $12.3K - $13.5K
842 $37M
HWM
Howmet Aerospace Inc.

Industrials
60
New
$171.0 - $196.23 $10.3K - $11.8K
60 $11.8M
D
Dominion Energy, Inc

Utilities
100
+ 9.75%
$56.32 - $62.1 $5.63K - $6.21K
1.13K $68.9M
SHW
Sherwin Williams CO

Basic Materials
30
New
$330.88 - $375.23 $9.93K - $11.3K
30 $10.4M
TMUS
T Mobile Us, Inc.

Communication Services
38
+ 7.84%
$226.02 - $259.01 $8.59K - $9.84K
523 $125M
SCHG
Schwab Strategic Tr Us Large C

ETFs
300
New
$28.92 - $32.19 $8.68K - $9.66K
300 $9.57M
GWW
W.W. Grainger, Inc.

Industrials
13
+ 25.49%
$932.44 - $1059.49 $12.1K - $13.8K
64 $61M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
28
New
$224.68 - $282.71 $6.29K - $7.92K
28 $7.82M
PGR
Progressive Corp

Financial Services
28
New
$238.61 - $264.3 $6.68K - $7.4K
28 $6.92M
DLR
Digital Realty Trust, Inc.

Real Estate
40
+ 210.53%
$161.21 - $180.02 $6.45K - $7.2K
59 $10.1M
GDDY
Go Daddy Inc.

Technology
48
New
$133.35 - $178.59 $6.4K - $8.57K
48 $6.57M
AVAV
Aero Vironment Inc

Industrials
20
New
$226.08 - $314.89 $4.52K - $6.3K
20 $6.3M
ICE
Intercontinental Exchange, Inc.

Financial Services
39
+ 156.0%
$167.28 - $188.45 $6.52K - $7.35K
64 $10.8M
URI
United Rentals, Inc.

Industrials
6
New
$774.14 - $975.23 $4.64K - $5.85K
6 $5.73M
Linde PLC
10
+ 6.71%
N/A
159 $75.5M
TXN
Texas Instruments Inc

Technology
26
+ 57.78%
N/A
71 $13M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
14
New
$201.83 - $230.93 $2.83K - $3.23K
14 $3.11M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
125
New
$20.98 - $26.94 $2.62K - $3.37K
125 $3.08M
T
At&T Inc.

Communication Services
100
+ 25.19%
$26.94 - $29.62 $2.69K - $2.96K
497 $14M
PYPL
Pay Pal Holdings, Inc.

Financial Services
40
+ 93.02%
$65.64 - $78.22 $2.63K - $3.13K
83 $5.57M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 9.09%
$5364.25 - $5815.92 $5.36K - $5.82K
12 $64.8M
Lucid Group Inc
45
New
N/A
45 $1.07M
WM
Waste Management Inc

Industrials
18
+ 1.47%
$213.88 - $237.1 $3.85K - $4.27K
1.24K $274M
SBUX
Starbucks Corp

Consumer Cyclical
1.91K
+ 6.36%
$81.9 - $96.86 $156K - $185K
31.9K $2.7B
V
Visa Inc.

Financial Services
747
+ 2.91%
$332.09 - $358.86 $248K - $268K
26.4K $9.03B
BSX
Boston Scientific Corp

Healthcare
1.5K
+ 3.22%
$97.03 - $108.14 $145K - $162K
47.9K $4.68B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
493
+ 3.21%
$366.54 - $479.53 $181K - $236K
15.8K $6.2B
NFLX
Netflix Inc

Communication Services
154
+ 2.2%
$1147.87 - $1297.18 $177K - $200K
7.16K $8.58B
NOW
Service Now, Inc.

Technology
160
+ 1.77%
$850.86 - $1044.69 $136K - $167K
9.18K $8.45B
CRM
Salesforce, Inc.

Technology
480
+ 1.81%
$231.66 - $273.65 $111K - $131K
27K $6.4B
COST
Costco Wholesale Corp

Consumer Defensive
236
+ 1.39%
$915.95 - $994.57 $216K - $235K
17.2K $16B
ISRG
Intuitive Surgical Inc

Healthcare
646
+ 4.83%
$433.66 - $544.47 $280K - $352K
14K $6.27B
Activity Summary
Buys All Purchases 91 New Holdings 21 Increased Positions 70 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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