Trifecta Capital Advisors, LLC Purchases in Q2 2025

Trifecta Capital Advisors, LLC

  • $601 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
22.9K
+ 11.01%
$94.31 - $157.99 $2.16M - $3.63M
231K $36.5B
MSFT
Microsoft Corp

Technology
7.12K
+ 11.57%
$354.56 - $497.45 $2.52M - $3.54M
68.6K $34.1B
NFLX
Netflix Inc

Communication Services
6.9K
+ 6832.67%
$855.86 - $1339.13 $5.91M - $9.24M
7K $9.38B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.31K
+ 2.86%
$416.06 - $551.64 $960K - $1.27M
83.1K $45.8B
BRK-A
Berkshire Hathaway Inc

Financial Services
10
New
$725400.0 - $809350.0 $7.25M - $8.09M
10 $7.29B
META
Meta Platforms, Inc.

Communication Services
6.55K
+ 44.41%
$484.66 - $738.09 $3.18M - $4.84M
21.3K $15.7B
AMZN
Amazon Com Inc

Consumer Cyclical
14.4K
+ 12.98%
$167.32 - $223.3 $2.41M - $3.21M
125K $27.4B
AVGO
Broadcom Inc.

Technology
4.28K
+ 10.79%
$146.29 - $275.65 $626K - $1.18M
43.9K $12.1B
SPOT
Spotify Technology S.A.

Communication Services
5.34K
+ 5336.0%
$503.3 - $775.9 $2.69M - $4.14M
5.44K $4.17B
ORCL
Oracle Corp

Technology
8.71K
+ 36.09%
$122.82 - $218.63 $1.07M - $1.9M
32.8K $7.18B
SPY
Spdr S&P 500 ETF Trust

ETFs
3.12K
+ 11.58%
$496.48 - $617.85 $1.55M - $1.92M
30K $18.5B
PANW
Palo Alto Networks Inc

Technology
3.6K
+ 5.88%
$152.44 - $204.64 $548K - $736K
64.8K $13.3B
UBER
Uber Technologies, Inc

Technology
6.99K
+ 7.44%
$64.62 - $93.3 $452K - $652K
101K $9.42B
NOW
Service Now, Inc.

Technology
548
+ 6.47%
$721.65 - $1040.18 $395K - $570K
9.02K $9.27B
GS
Goldman Sachs Group Inc

Financial Services
35
+ 0.27%
$462.22 - $707.75 $16.2K - $24.8K
13K $9.17B
CAT
Caterpillar Inc

Industrials
2.15K
+ 9.91%
$273.94 - $388.21 $588K - $833K
23.8K $9.24B
ETN
Eaton Corp PLC

Industrials
1.61K
+ 9.05%
$246.52 - $356.99 $397K - $575K
19.4K $6.93B
COST
Costco Wholesale Corp

Consumer Defensive
1.4K
+ 9.0%
$908.13 - $1056.85 $1.28M - $1.48M
17K $16.8B
MS
Morgan Stanley

Financial Services
5.51K
+ 10.95%
$99.83 - $140.86 $550K - $776K
55.8K $7.86B
IVV
Ishares Core S&P 500 ETF

ETFs
271
+ 0.99%
$498.8 - $620.9 $135K - $168K
27.5K $17.1B
JPM
Jpmorgan Chase & CO

Financial Services
2.23K
+ 9.32%
$210.28 - $289.91 $468K - $646K
26.1K $7.57B
Blackrock Inc
752
+ 16.16%
N/A
5.41K $5.67B
AMD
Advanced Micro Devices Inc

Technology
570
+ 2.11%
$78.21 - $143.81 $44.6K - $82K
27.6K $3.91B
V
Visa Inc.

Financial Services
2.81K
+ 12.28%
$308.27 - $373.31 $866K - $1.05M
25.7K $9.12B
LLY
Eli Lilly & CO

Healthcare
2.71K
+ 12.29%
$713.71 - $898.95 $1.94M - $2.44M
24.8K $19.3B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
447
+ 0.15%
$51.16 - $62.02 $22.9K - $27.7K
289K $18B
ISRG
Intuitive Surgical Inc

Healthcare
802
+ 6.38%
$451.58 - $565.94 $362K - $454K
13.4K $7.26B
AAPL
Apple Inc.

Technology
14.4K
+ 12.73%
$172.42 - $223.89 $2.49M - $3.23M
128K $26.2B
WMT
Walmart Inc.

Consumer Defensive
4.68K
+ 8.84%
$81.79 - $99.98 $383K - $468K
57.6K $5.63B
LHX
L3 Harris Technologies, Inc.

Industrials
910
+ 6.32%
$200.21 - $256.99 $182K - $234K
15.3K $3.84B
GLD
Spdr Gold Trust

ETFs
2.5K
+ 1000.8%
$273.71 - $316.29 $685K - $791K
2.75K $839M
LMT
Lockheed Martin Corp

Industrials
1.15K
+ 11.41%
$430.82 - $486.45 $493K - $557K
11.2K $5.18B
COF
Capital One Financial Corp

Financial Services
3.21K
+ 5440.68%
$150.57 - $212.76 $483K - $683K
3.27K $696M
CRM
Salesforce, Inc.

Technology
2.02K
+ 8.27%
$236.26 - $291.15 $478K - $589K
26.5K $7.23B
Lam Research Corp
6.75K
+ 16875.0%
N/A
6.79K $661M
AMP
Ameriprise Financial Inc

Financial Services
1.16K
+ 1107.62%
$422.19 - $533.73 $491K - $621K
1.27K $677M
BSX
Boston Scientific Corp

Healthcare
3.01K
+ 6.94%
$89.7 - $107.41 $270K - $323K
46.4K $4.99B
Grail Inc
11.4K
New
N/A
11.4K $586M
MAR
Marriott International Inc

Consumer Cyclical
2.02K
+ 22466.67%
$211.12 - $274.14 $427K - $554K
2.03K $555M
HD
Home Depot, Inc.

Consumer Cyclical
1.43K
+ 8.07%
$335.24 - $380.78 $480K - $546K
19.2K $7.04B
LOW
Lowes Companies Inc

Consumer Cyclical
2.43K
+ 158.7%
$210.83 - $235.28 $511K - $571K
3.95K $877M
JCI
Johnson Controls International PLC

Industrials
4K
+ 2072.54%
$71.14 - $105.62 $285K - $422K
4.19K $443M
DOV
Dover Corp

Industrials
2.3K
+ 2304.0%
$151.14 - $186.7 $348K - $430K
2.4K $440M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
598
+ 43.21%
$456.74 - $568.03 $273K - $340K
1.98K $1.13B
VTI
Vanguard Total Stock Market Et

ETFs
377
+ 4.26%
$243.75 - $303.93 $91.9K - $115K
9.23K $2.81B
SHOP
Shopify Inc.

Technology
3K
+ 1000.0%
$76.89 - $115.35 $231K - $346K
3.3K $381M
EW
Edwards Lifesciences Corp

Healthcare
4.35K
+ 25588.24%
$67.07 - $78.22 $292K - $340K
4.37K $342M
BAC
Bank Of America Corp

Financial Services
7.15K
+ 2572.3%
$34.39 - $47.46 $246K - $339K
7.43K $352M
DVY
Ishares Tr

ETFs
2.72K
+ 19.1%
$118.37 - $134.86 $321K - $366K
16.9K $2.25B
Activity Summary
Buys All Purchases 218 New Holdings 99 Increased Positions 119 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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