Trivant Custom Portfolio Group, LLC Incresed Positions in Q4 2024

Trivant Custom Portfolio Group, LLC

  • $171 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MELI
Mercadolibre Inc

Consumer Cyclical
388
+ 776.0%
$1666.0 - $2117.3 $646K - $822K
438 $745M
WSM
Williams Sonoma Inc

Consumer Cyclical
2.55K
+ 52.84%
$129.13 - $198.21 $329K - $505K
7.37K $1.36B
LNG
Cheniere Energy, Inc.

Energy
17
+ 0.18%
$181.07 - $225.92 $3.08K - $3.84K
9.53K $2.05B
AVGO
Broadcom Inc.

Technology
100
+ 2.92%
$159.67 - $250.0 $16K - $25K
3.52K $816M
TSLA
Tesla, Inc.

Consumer Cyclical
110
+ 10.06%
$213.65 - $479.86 $23.5K - $52.8K
1.2K $486M
FISV
Fiserv Inc

Technology
103
+ 2.07%
N/A
5.07K $1.04B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.41K
+ 2.69%
$100.24 - $101.35 $141K - $142K
53.6K $5.39B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1K
+ 775.97%
$96.64 - $101.23 $96.7K - $101K
1.13K $109M
KIM
Kimco Realty Corp

Real Estate
2.8K
+ 6.43%
$22.75 - $25.78 $63.6K - $72.1K
46.3K $1.08B
MSCI
Msci Inc.

Financial Services
21
+ 0.64%
$569.09 - $635.99 $12K - $13.4K
3.33K $2B
NFLX
Netflix Inc

Communication Services
5
+ 1.67%
$687.65 - $936.56 $3.44K - $4.68K
305 $272M
PLTR
Palantir Technologies Inc.

Technology
470
+ 313.33%
$36.46 - $82.38 $17.1K - $38.7K
620 $46.9M
AZO
Autozone Inc

Consumer Cyclical
5
+ 1.04%
$2981.19 - $3370.27 $14.9K - $16.9K
485 $1.55B
CAT
Caterpillar Inc

Industrials
65
+ 130.0%
$360.37 - $416.88 $23.4K - $27.1K
115 $41.7M
PFE
Pfizer Inc

Healthcare
511
+ 41.82%
$24.8 - $30.19 $12.7K - $15.4K
1.73K $46M
SJM
J M Smucker CO

Consumer Defensive
125
+ 35.71%
$106.92 - $121.75 $13.4K - $15.2K
475 $52.3M
DG
Dollar General Corp

Consumer Defensive
97
+ 47.78%
$73.27 - $84.47 $7.11K - $8.19K
300 $22.7M
NLCP
New Lake Capital Partners, Inc.

Real Estate
224
+ 112.0%
$17.11 - $20.01 $3.83K - $4.48K
424 $7.42M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.2K
+ 200.0%
$22.4 - $68.28 $71.7K - $218K
4.8K $111M
SPSB
Spdr Portfolio Short Term Corp

ETFs
22
+ 2.2%
$29.77 - $30.19 $655 - $664
1.02K $30.5M
IEF
Ishares Barclays

ETFs
11
+ 6.67%
$92.08 - $98.18 $1.01K - $1.08K
176 $16.3M
Cava Group Inc
8
+ 8.0%
N/A
108 $12.2M
MU
Micron Technology Inc

Technology
100
+ 20.0%
$84.16 - $113.41 $8.42K - $11.3K
600 $50.5M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
102
+ 2.66%
$73.19 - $81.02 $7.47K - $8.26K
3.93K $292M
EEM
Ishares Msci Emerging Markets

ETFs
51
+ 4.67%
$41.82 - $47.36 $2.13K - $2.42K
1.14K $47.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
60
+ 2.39%
$75.1 - $82.99 $4.51K - $4.98K
2.57K $194M
HOLX
Hologic Inc

Healthcare
169
+ 2.07%
$70.76 - $83.72 $12K - $14.1K
8.35K $602M
UBER
Uber Technologies, Inc

Technology
143
+ 1.51%
$59.93 - $86.34 $8.57K - $12.3K
9.64K $582M
OTIS
Otis Worldwide Corp

Industrials
243
+ 1.62%
$92.57 - $106.01 $22.5K - $25.8K
15.2K $1.41B
MSFT
Microsoft Corp

Technology
3
+ 0.01%
$406.35 - $454.46 $1.22K - $1.36K
20.3K $8.57B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
2.54K
+ 1.59%
$50.14 - $52.56 $127K - $134K
163K $8.18B
AMD
Advanced Micro Devices Inc

Technology
663
+ 2.69%
$118.88 - $172.8 $78.8K - $115K
25.3K $3.06B
Activity Summary
Buys All Purchases 65 New Holdings 32 Increased Positions 33 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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