Trifecta Capital Advisors, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $506 Billion distributed in 406 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $41.5B, Apple Inc. with a value of $27.9B, Nvidia Corp with a value of $27.6B, Microsoft Corp with a value of $25.6B, and Amazon Com Inc with a value of $24.1B.
Examining the 13F form we can see an increase of $28.6B in the current position value, from $478B to 506B.
Trifecta Capital Advisors, LLC is based out at Northbrook, IL
Below you can find more details about Trifecta Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$506 Billion
ETFs: $144 Billion
Technology: $144 Billion
Healthcare: $55.8 Billion
Consumer Cyclical: $41.7 Billion
Communication Services: $35.1 Billion
Financial Services: $30.6 Billion
Industrials: $25 Billion
Consumer Defensive: $20.1 Billion
Other: $5.25 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
