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
TXG
10x Genomics, Inc.

Healthcare
29.2K
New
$7.14 - $11.73 $208K - $343K
29.2K $338M
IWM
Ishares Russell 2000 ETF

ETFs
145
+ 0.86%
$174.82 - $215.79 $25.3K - $31.3K
16.9K $3.66B
GILD
Gilead Sciences, Inc.

Healthcare
2.71K
+ 766.86%
$96.91 - $113.0 $262K - $306K
3.06K $339M
TJX
Tjx Companies Inc

Consumer Cyclical
1.75K
+ 3.93%
$119.13 - $135.03 $208K - $236K
46.1K $5.69B
ITW
Illinois Tool Works Inc

Industrials
1.05K
+ 10500.0%
$218.41 - $252.43 $229K - $265K
1.06K $262M
DAL
Delta Air Lines, Inc.

Industrials
5K
+ 45463.64%
$35.88 - $52.99 $179K - $265K
5.01K $246M
Nebius Group N.V.
4.4K
New
N/A
4.4K $243M
MUSA
Murphy Usa Inc.

Consumer Cyclical
575
New
$388.56 - $520.27 $223K - $299K
575 $234M
WM
Waste Management Inc

Industrials
1K
+ 448.43%
$216.47 - $242.1 $216K - $242K
1.22K $280M
ABT
Abbott Laboratories

Healthcare
1.56K
+ 734.43%
$123.95 - $138.08 $193K - $215K
1.77K $241M
PATH
Ui Path, Inc.

Technology
13.1K
New
$9.79 - $13.31 $128K - $174K
13.1K $168M
FANG
Diamondback Energy, Inc.

Energy
1.22K
+ 2715.56%
$119.25 - $161.49 $146K - $197K
1.27K $174M
CEG
Constellation Energy Corp

Utilities
476
+ 3173.33%
$170.96 - $322.76 $81.4K - $154K
491 $158M
AIQ
Global X Funds Global X Artifi

ETFs
3.48K
New
$31.5 - $43.69 $110K - $152K
3.48K $152M
EPD
Enterprise Products Partners L.P.

Energy
4.84K
New
$28.95 - $34.22 $140K - $166K
4.84K $150M
WCN
Waste Connections, Inc.

Industrials
787
New
$183.26 - $199.95 $144K - $157K
787 $147M
MP
Mp Materials Corp.

Basic Materials
4.3K
New
$18.77 - $37.74 $80.7K - $162K
4.3K $143M
MRK
Merck & Co., Inc.

Healthcare
2.55K
+ 43.66%
$73.47 - $87.12 $187K - $222K
8.4K $665M
Tempus Ai Inc
2K
New
N/A
2K $127M
KO
Coca Cola CO

Consumer Defensive
1.79K
+ 81.38%
$68.37 - $73.9 $122K - $132K
3.99K $282M
APD
Air Products & Chemicals, Inc.

Basic Materials
447
+ 314.79%
$248.61 - $294.96 $111K - $132K
589 $166M
MU
Micron Technology Inc

Technology
988
+ 2600.0%
$64.72 - $127.91 $63.9K - $126K
1.03K $126M
VMC
Vulcan Materials CO

Basic Materials
460
+ 920.0%
$226.49 - $276.01 $104K - $127K
510 $133M
ACN
Accenture PLC

Technology
454
+ 38.28%
$279.23 - $323.21 $127K - $147K
1.64K $490M
Ishares Bitcoin Trust ETF
1.77K
New
N/A
1.77K $108M
TTWO
Take Two Interactive Software Inc

Communication Services
400
New
$194.58 - $243.05 $77.8K - $97.2K
400 $97.1M
TMUS
T Mobile Us, Inc.

Communication Services
415
+ 592.86%
$220.99 - $268.54 $91.7K - $111K
485 $116M
AMGN
Amgen Inc

Healthcare
1.8K
+ 14.31%
$262.28 - $309.85 $473K - $559K
14.4K $4.02B
VB
Vanguard Small Cap ETF

ETFs
355
New
$193.73 - $237.37 $68.8K - $84.3K
355 $84.1M
S
Sentinel One, Inc.

Technology
4.2K
New
$16.17 - $20.34 $67.9K - $85.4K
4.2K $76.8M
CCJ
Cameco Corp

Energy
950
New
$36.68 - $74.46 $34.8K - $70.7K
950 $70.5M
LMND
Lemonade, Inc.

Financial Services
1.4K
New
$25.12 - $45.79 $35.2K - $64.1K
1.4K $61.3M
VHT
Vanguard Health Care ETF

ETFs
238
New
$236.71 - $261.92 $56.3K - $62.3K
238 $59.1M
Cidara Therapeutics Inc
1K
New
N/A
1K $48.7M
NEE
Nextera Energy Inc

Utilities
660
+ 60.83%
$64.11 - $75.0 $42.3K - $49.5K
1.75K $121M
AXP
American Express CO

Financial Services
32
+ 5.19%
$231.39 - $318.98 $7.4K - $10.2K
648 $207M
GE
General Electric CO

Industrials
10
+ 1.56%
$166.81 - $257.39 $1.67K - $2.57K
651 $168M
CB
Chubb LTD

Financial Services
130
+ 764.71%
$274.32 - $302.46 $35.7K - $39.3K
147 $42.6M
DUK
Duke Energy Corp

Utilities
297
+ 2284.62%
$112.46 - $124.05 $33.4K - $36.8K
310 $36.6M
Ge Vernova Inc
2
+ 1.36%
N/A
149 $78.8M
WBD
Warner Bros. Discovery, Inc.

Communication Services
2.95K
New
$7.69 - $11.46 $22.7K - $33.8K
2.95K $33.8M
SNOW
Snowflake Inc.

Technology
11
+ 2.86%
$130.53 - $223.77 $1.44K - $2.46K
396 $88.6M
Arista Networks Inc
84
+ 9.25%
N/A
992 $101M
AMAT
Applied Materials Inc

Technology
27
+ 4.45%
$126.95 - $183.52 $3.43K - $4.96K
634 $116M
CVX
Chevron Corp

Energy
813
+ 22.03%
$133.73 - $168.51 $109K - $137K
4.5K $645M
Barrick Mng Corp
1.3K
New
N/A
1.3K $27.1M
BMY
Bristol Myers Squibb CO

Healthcare
538
New
$44.12 - $59.6 $23.7K - $32.1K
538 $24.9M
VZ
Verizon Communications Inc

Communication Services
515
+ 1907.41%
$41.67 - $45.62 $21.5K - $23.5K
542 $23.5M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
94
+ 3.36%
$45.98 - $56.15 $4.32K - $5.28K
2.89K $162M
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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