Trifecta Capital Advisors, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $477 Billion distributed in 414 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $37.9B, Apple Inc. with a value of $25.2B, Microsoft Corp with a value of $23.1B, Nvidia Corp with a value of $22.6B, and Amazon Com Inc with a value of $21.1B.
Examining the 13F form we can see an decrease of $29.1B in the current position value, from $506B to 477B.
Trifecta Capital Advisors, LLC is based out at Northbrook, IL
Below you can find more details about Trifecta Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$477 Billion
ETFs: $135 Billion
Technology: $132 Billion
Healthcare: $60.9 Billion
Consumer Cyclical: $37.7 Billion
Financial Services: $30.5 Billion
Communication Services: $30 Billion
Industrials: $23.4 Billion
Consumer Defensive: $20.3 Billion
Other: $2.47 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
