Trifecta Capital Advisors, LLC Purchases in Q3 2024

Trifecta Capital Advisors, LLC

  • $478 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.71K
+ 1.59%
$105.53 - $118.34 $286K - $321K
173K $20.3B
PLTR
Palantir Technologies Inc.

Technology
27.5K
+ 33.21%
$24.09 - $37.95 $663K - $1.04M
110K $4.1B
CAT
Caterpillar Inc

Industrials
684
+ 3.36%
$316.8 - $391.12 $217K - $268K
21K $8.22B
META
Meta Platforms, Inc.

Communication Services
894
+ 7.52%
$453.41 - $572.44 $405K - $512K
12.8K $7.31B
HD
Home Depot, Inc.

Consumer Cyclical
917
+ 5.97%
$333.64 - $405.2 $306K - $372K
16.3K $6.6B
LMT
Lockheed Martin Corp

Industrials
329
+ 3.58%
$460.3 - $584.56 $151K - $192K
9.53K $5.57B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.02K
+ 1.28%
$434.77 - $502.96 $445K - $515K
81K $39.6B
IVV
Ishares Core S&P 500 ETF

ETFs
517
+ 1.98%
$520.18 - $576.82 $269K - $298K
26.6K $15.3B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.93K
+ 4.55%
$57.32 - $62.65 $397K - $434K
159K $9.93B
NOW
Service Now, Inc.

Technology
234
+ 3.31%
$730.87 - $937.36 $171K - $219K
7.3K $6.52B
WMT
Walmart Inc.

Consumer Defensive
2.15K
+ 4.26%
$66.91 - $81.4 $144K - $175K
52.6K $4.25B
ABBV
Abb Vie Inc.

Healthcare
148
+ 0.5%
$163.84 - $199.33 $24.2K - $29.5K
30K $5.92B
UNH
Unitedhealth Group Inc

Healthcare
4
+ 0.04%
$488.01 - $604.18 $1.95K - $2.42K
10.1K $5.88B
COST
Costco Wholesale Corp

Consumer Defensive
218
+ 1.44%
$801.83 - $917.05 $175K - $200K
15.3K $13.6B
ISRG
Intuitive Surgical Inc

Healthcare
330
+ 3.13%
$416.14 - $494.01 $137K - $163K
10.9K $5.33B
AVGO
Broadcom Inc.

Technology
32.2K
+ 934.47%
$136.27 - $1745.86 $4.38M - $56.1M
35.6K $6.14B
SBUX
Starbucks Corp

Consumer Cyclical
214
+ 0.74%
$72.51 - $98.6 $15.5K - $21.1K
29.1K $2.84B
GS
Goldman Sachs Group Inc

Financial Services
51
+ 0.4%
$459.02 - $510.25 $23.4K - $26K
12.7K $6.3B
LHX
L3 Harris Technologies, Inc.

Industrials
1.67K
+ 13.94%
$221.96 - $243.27 $371K - $406K
13.7K $3.25B
ETN
Eaton Corp PLC

Industrials
699
+ 4.64%
$272.52 - $333.02 $190K - $233K
15.8K $5.23B
CRM
Salesforce, Inc.

Technology
308
+ 1.34%
$238.42 - $276.53 $73.4K - $85.2K
23.3K $6.38B
UBER
Uber Technologies, Inc

Technology
2.42K
+ 3.04%
$58.48 - $77.47 $142K - $187K
81.9K $6.16B
AMGN
Amgen Inc

Healthcare
794
+ 7.59%
$309.38 - $337.38 $246K - $268K
11.3K $3.63B
TJX
Tjx Companies Inc

Consumer Cyclical
239
+ 0.54%
$107.93 - $120.23 $25.8K - $28.7K
44.6K $5.24B
V
Visa Inc.

Financial Services
285
+ 1.31%
$253.74 - $291.56 $72.3K - $83.1K
22.1K $6.07B
PANW
Palo Alto Networks Inc

Technology
796
+ 2.86%
$294.18 - $368.01 $234K - $293K
28.6K $9.79B
IWM
Ishares Russell 2000 ETF

ETFs
6
+ 0.03%
$200.87 - $224.6 $1.21K - $1.35K
17.4K $3.84B
AMD
Advanced Micro Devices Inc

Technology
1.62K
+ 7.03%
$128.67 - $183.96 $208K - $297K
24.6K $4.04B
UNP
Union Pacific Corp

Industrials
278
+ 2.71%
$221.78 - $256.09 $61.7K - $71.2K
10.5K $2.6B
JPM
Jpmorgan Chase & CO

Financial Services
137
+ 0.59%
$194.9 - $224.8 $26.7K - $30.8K
23.3K $4.92B
LOW
Lowes Companies Inc

Consumer Cyclical
62
+ 2.19%
$213.3 - $270.78 $13.2K - $16.8K
2.9K $784M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
111
+ 3.1%
$1024.09 - $1201.76 $114K - $133K
3.69K $3.88B
VIG
Vanguard Dividend Appreciation

ETFs
5
+ 0.09%
$182.15 - $182.15 $911 - $911
5.63K $1.11B
CSCO
Cisco Systems, Inc.

Technology
227
+ 2.54%
$44.74 - $53.22 $10.2K - $12.1K
9.17K $488M
IWR
Ishares Russell Mid Cap ETF

ETFs
715
New
$79.92 - $88.19 $57.1K - $63.1K
715 $63M
CTAS
Cintas Corp

Industrials
1.46K
+ 300.0%
$201.38 - $819.83 $294K - $1.2M
1.95K $401M
TSLA
Tesla, Inc.

Consumer Cyclical
38
+ 5.41%
$191.76 - $263.26 $7.29K - $10K
740 $194M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
219
+ 1.64%
$460.0 - $505.78 $101K - $111K
13.5K $6.29B
IVE
Ishares S&P 500 Value ETF

ETFs
3
+ 0.12%
$181.06 - $197.17 $543 - $592
2.61K $514M
Te Connectivity PLC
197
New
N/A
197 $29.7M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
23
+ 383.33%
$1015.62 - $1159.62 $23.4K - $26.7K
29 $33.4M
APH
Amphenol Corp

Technology
338
+ 352.08%
$58.39 - $70.41 $19.7K - $23.8K
434 $28.3M
AMP
Ameriprise Financial Inc

Financial Services
33
+ 31.43%
$391.53 - $469.81 $12.9K - $15.5K
138 $64.8M
ADP
Automatic Data Processing Inc

Industrials
40
+ 22.1%
$233.44 - $279.45 $9.34K - $11.2K
221 $61.2M
CB
Chubb LTD

Financial Services
54
+ 317.65%
$252.51 - $292.2 $13.6K - $15.8K
71 $20.5M
ACN
Accenture PLC

Technology
39
+ 195.0%
$295.44 - $355.81 $11.5K - $13.9K
59 $20.9M
Linde PLC
21
+ 16.94%
N/A
145 $69.1M
SYK
Stryker Corp

Healthcare
39
+ 390.0%
$315.94 - $371.96 $12.3K - $14.5K
49 $17.7M
Ge Vernova Inc
2
+ 1.38%
N/A
147 $37.5M
Activity Summary
Buys All Purchases 68 New Holdings 5 Increased Positions 63 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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