Trivant Custom Portfolio Group, LLC New Holdings in Q3 2024

Trivant Custom Portfolio Group, LLC

Stock	Shares change	Price Range	Shares Held
FISV Fiserv Inc Technology	4.97K New	N/A	4.97K $892M
CDNS Cadence Design Systems Inc Technology	2.88K New	$246.84 - $321.11 $710K - $923K	2.88K $779M
WSM Williams Sonoma Inc Consumer Cyclical	4.82K New	$128.47 - $280.94 $619K - $1.35M	4.82K $747M
UBER Uber Technologies, Inc Technology	9.5K New	$58.48 - $77.47 $556K - $736K	9.5K $714M
SJM J M Smucker CO Consumer Defensive	350 New	$109.12 - $122.4 $38.2K - $42.8K	350 $42.4M
SPG Simon Property Group Inc Real Estate	250 New	$146.09 - $170.11 $36.5K - $42.5K	250 $42.3M
TOL Toll Brothers, Inc. Consumer Cyclical	70 New	$109.16 - $155.35 $7.64K - $10.9K	70 $10.8M
BMY Bristol Myers Squibb CO Healthcare	200 New	$39.66 - $51.75 $7.93K - $10.4K	200 $10.3M
HPQ Hp Inc Technology	275 New	$32.02 - $38.11 $8.81K - $10.5K	275 $9.87M
MRVL Marvell Technology, Inc. Technology	130 New	$56.15 - $76.24 $7.3K - $9.91K	130 $9.38M
MRNA Moderna, Inc. Healthcare	120 New	$63.64 - $125.14 $7.64K - $15K	120 $8.02M
PLTR Palantir Technologies Inc. Technology	150 New	$24.09 - $37.95 $3.61K - $5.69K	150 $5.58M
Siriusxm Hldgs Inc	200 New	N/A	200 $4.73M
NLCP New Lake Capital Partners, Inc. Real Estate	200 New	$17.96 - $20.93 $3.59K - $4.19K	200 $4.04M
WY Weyerhaeuser CO Real Estate	100 New	$27.05 - $33.84 $2.71K - $3.38K	100 $3.39M
VNQ Vanguard Specialized Funds Van ETFs	15 New	$82.97 - $98.97 $1.24K - $1.48K	15 $1.46M

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