Trivant Custom Portfolio Group, LLC Reduced Holdings in Q4 2025

Trivant Custom Portfolio Group, LLC

  • $174 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-5.3K
- 7.93%
$179.83 - $207.04 $954K - $1.1M
61.6K $11.5B
MSFT
Microsoft Corp

Technology
-98
- 0.5%
$496.82 - $542.07 $48.7K - $53.1K
19.3K $9.36B
META
Meta Platforms, Inc.

Communication Services
-31
- 0.5%
$609.01 - $751.67 $18.9K - $23.3K
6.16K $4.06B
AZO
Autozone Inc

Consumer Cyclical
-2
- 0.39%
$3576.14 - $4253.71 $7.15K - $8.51K
507 $1.72B
MELI
Mercadolibre Inc

Consumer Cyclical
-91
- 10.73%
$2024.98 - $2360.76 $184K - $215K
757 $1.52B
UBER
Uber Technologies, Inc

Technology
-477
- 2.02%
$91.62 - $100.1 $43.7K - $47.7K
23.2K $1.89B
BYDDY
Byd Company LTD Unsponsored Ad

Consumer Cyclical
-18.1K
- 25.16%
$12.28 - $14.4 $222K - $261K
53.8K $652M
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.77K
- 52.89%
$127.65 - $142.97 $226K - $254K
1.58K $218M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-2.29K
- 1.29%
$51.77 - $52.69 $119K - $121K
175K $9.06B
SYK
Stryker Corp

Healthcare
-51
- 0.55%
$353.81 - $388.35 $18K - $19.8K
9.26K $3.25B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-258
- 20.64%
$600.51 - $631.95 $155K - $163K
992 $622M
ABT
Abbott Laboratories

Healthcare
-70
- 0.47%
$123.62 - $134.59 $8.65K - $9.42K
14.7K $1.85B
OTIS
Otis Worldwide Corp

Industrials
-815
- 6.32%
$88.77 - $93.38 $72.3K - $76.1K
12.1K $1.06B
KIM
Kimco Realty Corp

Real Estate
-2.1K
- 4.52%
$20.24 - $22.41 $42.6K - $47.2K
44.4K $900M
CVX
Chevron Corp

Energy
-45
- 0.28%
$148.9 - $157.72 $6.7K - $7.1K
16K $2.43B
SNY
Sanofi

Healthcare
-1.42K
- 8.33%
$48.09 - $52.34 $68.3K - $74.3K
15.6K $758M
SRE
Sempra Energy

Utilities
-197
- 1.22%
$89.26 - $94.01 $17.6K - $18.5K
15.9K $1.41B
INTU
Intuit Inc

Technology
-7
- 1.01%
$641.79 - $683.39 $4.49K - $4.78K
683 $452M
SPY
Spdr S&P 500 ETF Trust

ETFs
-64
- 3.86%
$653.02 - $687.39 $41.8K - $44K
1.6K $1.09B
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-282
- 4.87%
$77.94 - $81.16 $22K - $22.9K
5.5K $453M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-186
- 4.79%
$92.24 - $96.56 $17.2K - $18K
3.7K $355M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-122
- 0.33%
$45.45 - $48.31 $5.54K - $5.89K
36.3K $1.7B
MSCI
Msci Inc.

Financial Services
-10
- 0.3%
$533.34 - $593.76 $5.33K - $5.94K
3.29K $1.89B
DE
Deere & CO

Industrials
-21
- 0.58%
$439.11 - $480.78 $9.22K - $10.1K
3.61K $1.68B
JPM
Jpmorgan Chase & CO

Financial Services
-145
- 0.92%
$294.11 - $320.41 $42.6K - $46.5K
15.7K $5.05B
INFY
Infosys LTD

Technology
-882
- 1.73%
$16.07 - $17.53 $14.2K - $15.5K
50.1K $892M
BAC
Bank Of America Corp

Financial Services
-281
- 0.85%
$48.65 - $54.11 $13.7K - $15.2K
32.9K $1.81B
GE
General Electric CO

Industrials
-82
- 0.43%
$291.49 - $314.28 $23.9K - $25.8K
18.8K $5.79B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-39
- 0.71%
$280.66 - $305.09 $10.9K - $11.9K
5.49K $1.67B
AME
Ametek Inc

Industrials
-88
- 0.9%
$179.28 - $202.11 $15.8K - $17.8K
9.72K $2B
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
-41
- 0.59%
$123.49 - $150.14 $5.06K - $6.16K
6.86K $1.03B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-8
- 0.23%
$506.07 - $566.91 $4.05K - $4.54K
3.4K $2.06B
UBS
Ubs Group Ag

Financial Services
-190
- 0.29%
$37.56 - $41.1 $7.14K - $7.81K
64.3K $2.98B
WMT
Walmart Inc.

Consumer Defensive
-313
- 0.61%
$101.18 - $109.03 $31.7K - $34.1K
50.6K $5.64B
AMD
Advanced Micro Devices Inc

Technology
-1
- 0.01%
$164.01 - $264.33 $164 - $264
10.3K $2.2B
AAPL
Apple Inc.

Technology
-169
- 0.27%
$245.27 - $275.25 $41.5K - $46.5K
62.7K $17B
GOOGL
Alphabet Inc.

Communication Services
-381
- 1.46%
$236.57 - $291.31 $90.1K - $111K
25.7K $8.03B
Activity Summary
Buys All Purchases 32 New Holdings 3 Increased Positions 29 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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