Trifecta Capital Advisors, LLC New Holdings in Q1 2025

Trifecta Capital Advisors, LLC

  • $477 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
2.27K
New
$47.4 - $52.99 $108K - $120K
2.27K $115M
GLD
Spdr Gold Trust

ETFs
250
New
$243.19 - $288.14 $60.8K - $72K
250 $72M
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
NORW
Global X Msci Norway ETF

ETFs
1.3K
New
$23.77 - $27.57 $30.9K - $35.8K
1.3K $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
IWS
Ishares Russell Midcap Value E

ETFs
220
New
$122.59 - $135.24 $27K - $29.8K
220 $27.7M
PFEB
Innovator U.S. Equity Power Bu

ETFs
541
New
$35.54 - $37.44 $19.2K - $20.3K
541 $19.4M
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
COF
Capital One Financial Corp

Financial Services
59
New
$163.87 - $209.82 $9.67K - $12.4K
59 $10.6M
APO
Apollo Global Management, Inc.

Financial Services
70
New
$126.01 - $172.06 $8.82K - $12K
70 $9.59M
MET
Metlife Inc

Financial Services
111
New
$77.7 - $87.0 $8.62K - $9.66K
111 $8.91M
FANG
Diamondback Energy, Inc.

Energy
45
New
$139.9 - $180.18 $6.3K - $8.11K
45 $7.2M
LEN
Lennar Corp

Consumer Cyclical
55
New
$113.93 - $141.54 $6.27K - $7.78K
55 $6.31M
BYSI
Beyond Spring Inc.

Healthcare
1.5K
New
$1.44 - $1.8 $2.16K - $2.7K
1.5K $2.15M
PCG
Pg&E Corp

Utilities
75
New
$15.16 - $20.4 $1.14K - $1.53K
75 $1.29M
AXON
Axon Enterprise, Inc.

Industrials
2
New
$496.65 - $710.01 $993 - $1.42K
2 $1.05M
BFB
Brown Forman Corp Cl B
29
New
N/A
29 $985K
Super Micro Computer Inc
28
New
N/A
28 $959K
GNRC
Generac Holdings Inc.

Industrials
6
New
$126.65 - $164.06 $760 - $984
6 $760K
VTRS
Viatris Inc

Healthcare
86
New
$8.68 - $12.42 $746 - $1.07K
86 $750K
MRNA
Moderna, Inc.

Healthcare
25
New
$28.35 - $47.53 $709 - $1.19K
25 $709K
Sandisk Corp
6
New
N/A
6 $286K
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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