Trifecta Capital Advisors, LLC Purchases in Q1 2025

Trifecta Capital Advisors, LLC

  • $477 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
24K
+ 23559.8%
$139.81 - $186.47 $3.36M - $4.48M
24.1K $3.37B
CRWD
Crowd Strike Holdings, Inc.

Technology
7.98K
+ 89.05%
$308.86 - $455.36 $2.46M - $3.63M
16.9K $5.97B
UBER
Uber Technologies, Inc

Technology
7.75K
+ 8.99%
$63.17 - $81.49 $489K - $631K
93.9K $6.84B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
573
+ 4.1%
$402.49 - $513.76 $231K - $294K
14.5K $7.05B
ABBV
Abb Vie Inc.

Healthcare
907
+ 2.49%
$169.2 - $216.66 $153K - $197K
37.4K $7.83B
AMGN
Amgen Inc

Healthcare
1.14K
+ 9.98%
$258.59 - $327.36 $296K - $374K
12.6K $3.92B
BSX
Boston Scientific Corp

Healthcare
4.46K
+ 11.44%
$89.38 - $106.18 $398K - $473K
43.4K $4.38B
V
Visa Inc.

Financial Services
326
+ 1.45%
$306.92 - $362.71 $100K - $118K
22.9K $8.02B
COST
Costco Wholesale Corp

Consumer Defensive
68
+ 0.44%
$890.62 - $1076.86 $60.6K - $73.2K
15.6K $14.8B
META
Meta Platforms, Inc.

Communication Services
945
+ 6.84%
$576.36 - $736.67 $545K - $696K
14.8K $8.5B
SBUX
Starbucks Corp

Consumer Cyclical
156
+ 0.53%
$91.75 - $115.81 $14.3K - $18.1K
29.6K $2.9B
ISRG
Intuitive Surgical Inc

Healthcare
1.05K
+ 9.14%
$476.63 - $610.45 $501K - $642K
12.6K $6.22B
XLV
Select Sector Spdr Fund Health

ETFs
426
+ 4.04%
$137.61 - $149.68 $58.6K - $63.8K
11K $1.6B
VUG
Vanguard Growth ETF

ETFs
345
+ 305.31%
$369.1 - $427.61 $127K - $148K
458 $170M
VEA
Vanguard Ftse Developed Market

ETFs
2.27K
New
$47.4 - $52.99 $108K - $120K
2.27K $115M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
255
+ 22.59%
$507.05 - $563.67 $129K - $144K
1.38K $711M
UNP
Union Pacific Corp

Industrials
56
+ 0.55%
$225.21 - $254.42 $12.6K - $14.2K
10.3K $2.42B
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
7.44K
+ 437.88%
$9.61 - $12.47 $71.5K - $92.8K
9.14K $90.7M
GLD
Spdr Gold Trust

ETFs
250
New
$243.19 - $288.14 $60.8K - $72K
250 $72M
OXY
Occidental Petroleum Corp

Energy
1.45K
+ 4393.94%
$45.45 - $52.7 $65.9K - $76.4K
1.48K $73.2M
GOLD
Barrick Gold Corp

Basic Materials
3.6K
New
$15.45 - $19.56 $55.6K - $70.4K
3.6K $70M
VEEV
Veeva Systems Inc

Healthcare
300
New
$210.58 - $246.8 $63.2K - $74K
300 $69.5M
LAND
Gladstone Land Corp

Real Estate
6.6K
New
$10.4 - $11.84 $68.6K - $78.1K
6.6K $69.4M
BEP
Brookfield Renewable Partners L.P.

Utilities
3.1K
New
$20.03 - $23.79 $62.1K - $73.7K
3.1K $68.7M
EWL
Ishares Inc Msci Switzerlnd

ETFs
1.33K
New
$45.85 - $53.59 $60.8K - $71K
1.33K $68.6M
VBR
Vanguard Small Cap Value ETF

ETFs
345
New
$183.02 - $207.75 $63.1K - $71.7K
345 $64.2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
500
New
$85.29 - $92.57 $42.6K - $46.3K
500 $45.5M
DE
Deere & CO

Industrials
75
+ 241.94%
$408.57 - $509.27 $30.6K - $38.2K
106 $49.6M
NORW
Global X Msci Norway ETF

ETFs
1.3K
New
$23.77 - $27.57 $30.9K - $35.8K
1.3K $35.2M
EWA
Ishares Msci Australia ETF

ETFs
1.5K
New
$23.02 - $25.66 $34.5K - $38.5K
1.5K $35.2M
VNQI
Vanguard Global Ex U.S. Real

ETFs
850
New
$38.22 - $41.19 $32.5K - $35K
850 $34.4M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
253
New
$111.19 - $129.47 $28.1K - $32.8K
253 $32.8M
SLV
I Shares Silver Trust

ETFs
1K
New
$26.93 - $31.32 $26.9K - $31.3K
1K $31M
GE
General Electric CO

Industrials
57
+ 9.76%
$168.59 - $212.13 $9.61K - $12.1K
641 $128M
IWS
Ishares Russell Midcap Value E

ETFs
220
New
$122.59 - $135.24 $27K - $29.8K
220 $27.7M
TRV
Travelers Companies, Inc.

Financial Services
50
+ 13.44%
$232.43 - $265.13 $11.6K - $13.3K
422 $112M
SPOT
Spotify Technology S.A.

Communication Services
25
+ 33.33%
$457.79 - $648.32 $11.4K - $16.2K
100 $55M
PFE
Pfizer Inc

Healthcare
956
+ 35.37%
$25.01 - $27.13 $23.9K - $25.9K
3.66K $92.7M
PFEB
Innovator U.S. Equity Power Bu

ETFs
541
New
$35.54 - $37.44 $19.2K - $20.3K
541 $19.4M
Linde PLC
25
+ 20.16%
N/A
149 $69.4M
TMUS
T Mobile Us, Inc.

Communication Services
56
+ 400.0%
$211.3 - $272.83 $11.8K - $15.3K
70 $18.7M
PSEP
Innovator U.S. Equity Power Bu
400
New
N/A
400 $15.4M
ENB
Enbridge Inc

Energy
334
New
$41.54 - $45.45 $13.9K - $15.2K
334 $14.8M
WMB
Williams Companies, Inc.

Energy
245
+ 875.0%
$54.02 - $61.09 $13.2K - $15K
273 $16.3M
VLO
Valero Energy Corp

Energy
105
+ 362.07%
$121.76 - $142.99 $12.8K - $15K
134 $17.7M
RTX
Raytheon Technologies Corp

Industrials
72
+ 29.88%
$114.1 - $135.66 $8.22K - $9.77K
313 $41.5M
WM
Waste Management Inc

Industrials
33
+ 17.37%
$200.54 - $233.78 $6.62K - $7.71K
223 $51.6M
PG
Procter & Gamble CO

Consumer Defensive
9
+ 0.23%
$158.56 - $176.26 $1.43K - $1.59K
3.91K $667M
UAL
United Airlines Holdings, Inc.

Industrials
186
+ 978.95%
$69.05 - $110.52 $12.8K - $20.6K
205 $14.2M
Activity Summary
Buys All Purchases 95 New Holdings 32 Increased Positions 63 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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