Trivant Custom Portfolio Group, LLC Incresed Positions in Q1 2025

Trivant Custom Portfolio Group, LLC

  • $174 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ASML
Asml Holding Nv

Technology
1.78K
+ 5077.14%
$662.63 - $776.99 $1.18M - $1.38M
1.81K $1.2B
CRWD
Crowd Strike Holdings, Inc.

Technology
2.98K
+ 3970.67%
$308.86 - $455.36 $920K - $1.36M
3.05K $1.08B
MBSD
Flexshares Tr Disciplined Dura

ETFs
45.5K
+ 17.25%
$20.03 - $20.68 $911K - $941K
309K $6.39B
UBS
Ubs Group Ag

Financial Services
32.1K
+ 100.1%
$30.28 - $35.78 $972K - $1.15M
64.2K $1.97B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
7.18K
+ 13.4%
$100.59 - $103.47 $722K - $743K
60.8K $6.29B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
12.5K
+ 7.67%
$49.67 - $51.43 $620K - $642K
175K $8.95B
MELI
Mercadolibre Inc

Consumer Cyclical
276
+ 63.01%
$1739.0 - $2260.0 $480K - $624K
714 $1.39B
NFLX
Netflix Inc

Communication Services
628
+ 205.9%
$828.4 - $1058.6 $520K - $665K
933 $870M
SHW
Sherwin Williams CO

Basic Materials
1.61K
+ 59.5%
$330.16 - $365.55 $530K - $587K
4.31K $1.5B
ELV
Elevance Health, Inc.

Healthcare
342
+ 5.48%
$365.9 - $436.25 $125K - $149K
6.58K $2.86B
CVX
Chevron Corp

Energy
167
+ 1.03%
$146.71 - $167.97 $24.5K - $28.1K
16.4K $2.74B
UBER
Uber Technologies, Inc

Technology
2.7K
+ 27.98%
$63.17 - $81.49 $170K - $220K
12.3K $899M
AZO
Autozone Inc

Consumer Cyclical
5
+ 1.03%
$3193.96 - $3828.11 $16K - $19.1K
490 $1.87B
HSY
Hershey CO

Consumer Defensive
1.67K
+ 39.5%
$144.74 - $186.36 $241K - $311K
5.89K $1.01B
ZTS
Zoetis Inc.

Healthcare
1.04K
+ 16.64%
$156.48 - $175.67 $163K - $183K
7.31K $1.2B
LNG
Cheniere Energy, Inc.

Energy
13
+ 0.14%
$209.32 - $253.66 $2.72K - $3.3K
9.55K $2.21B
LLY
Eli Lilly & CO

Healthcare
69
+ 5.62%
$725.72 - $929.72 $50.1K - $64.2K
1.3K $1.07B
SYK
Stryker Corp

Healthcare
12
+ 0.13%
$355.18 - $399.9 $4.26K - $4.8K
9.45K $3.52B
FISV
Fiserv Inc

Technology
93
+ 1.83%
N/A
5.16K $1.14B
EFA
Ishares Tr Msci Eafe ETF

ETFs
812
+ 31.61%
$74.85 - $84.89 $60.8K - $68.9K
3.38K $276M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
1.07K
+ 27.22%
$71.9 - $77.57 $76.9K - $83K
5K $371M
SPY
Spdr S&P 500 ETF Trust

ETFs
205
+ 12.02%
$551.42 - $612.93 $113K - $126K
1.91K $1.07B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
397
+ 389.22%
$114.57 - $118.14 $45.5K - $46.9K
499 $58.9M
PLTR
Palantir Technologies Inc.

Technology
400
+ 64.52%
$64.98 - $124.62 $26K - $49.8K
1.02K $86.1M
IEF
Ishares Barclays

ETFs
127
+ 72.16%
$91.17 - $95.39 $11.6K - $12.1K
303 $28.9M
NOW
Service Now, Inc.

Technology
5
+ 50.0%
$783.83 - $1170.39 $3.92K - $5.85K
15 $11.9M
ACWI
Ishares Msci Acwi ETF

ETFs
1
+ 2.5%
$115.16 - $124.13 $115 - $124
41 $4.77M
PFE
Pfizer Inc

Healthcare
12
+ 0.69%
$25.01 - $27.13 $300 - $326
1.75K $44.2M
LESL
Leslie'S, Inc.

Consumer Cyclical
10K
+ 100.0%
$0.74 - $2.3 $7.4K - $23K
20K $14.7M
CDNS
Cadence Design Systems Inc

Technology
373
+ 15.38%
$233.96 - $324.52 $87.3K - $121K
2.8K $712M
TQQQ
Proshares Ultrapro Qqq

ETFs
60
+ 6.0%
$57.3 - $90.39 $3.44K - $5.42K
1.06K $60.7M
TMO
Thermo Fisher Scientific Inc.

Healthcare
98
+ 2.33%
$497.6 - $606.74 $48.8K - $59.5K
4.31K $2.14B
KIM
Kimco Realty Corp

Real Estate
2.05K
+ 4.43%
$20.15 - $23.42 $41.3K - $48.1K
48.3K $1.03B
MSCI
Msci Inc.

Financial Services
2
+ 0.06%
$541.46 - $628.34 $1.08K - $1.26K
3.33K $1.88B
TSLA
Tesla, Inc.

Consumer Cyclical
32
+ 2.66%
$222.15 - $428.22 $7.11K - $13.7K
1.24K $320M
LOW
Lowes Companies Inc

Consumer Cyclical
40
+ 0.29%
$222.66 - $268.42 $8.91K - $10.7K
13.8K $3.23B
WSM
Williams Sonoma Inc

Consumer Cyclical
59
+ 0.8%
$158.1 - $217.71 $9.33K - $12.8K
7.43K $1.17B
EVR
Evercore Inc.

Financial Services
240
+ 6.99%
$190.28 - $291.27 $45.7K - $69.9K
3.67K $734M
SRE
Sempra Energy

Utilities
246
+ 1.51%
$67.85 - $87.67 $16.7K - $21.6K
16.5K $1.18B
BKNG
Booking Holdings Inc.

Consumer Cyclical
11
+ 1.27%
$4295.4 - $5141.88 $47.2K - $56.6K
874 $4.03B
Activity Summary
Buys All Purchases 73 New Holdings 32 Increased Positions 41 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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