Trivant Custom Portfolio Group, LLC Purchases in Q1 2025

Trivant Custom Portfolio Group, LLC

  • $174 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Regan Total Return Incom
448K
New
N/A
448K $4.26B
Bondbloxx Bbb 5 10 Yr
65.4K
New
N/A
65.4K $3.33B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
34K
New
$37.07 - $40.63 $1.26M - $1.38M
34K $1.34B
ASML
Asml Holding Nv

Technology
1.78K
+ 5077.14%
$662.63 - $776.99 $1.18M - $1.38M
1.81K $1.2B
CRWD
Crowd Strike Holdings, Inc.

Technology
2.98K
+ 3970.67%
$308.86 - $455.36 $920K - $1.36M
3.05K $1.08B
RMD
Resmed Inc

Healthcare
4.69K
New
$219.7 - $257.65 $1.03M - $1.21M
4.69K $1.05B
MBSD
Flexshares Tr Disciplined Dura

ETFs
45.5K
+ 17.25%
$20.03 - $20.68 $911K - $941K
309K $6.39B
PGR
Progressive Corp

Financial Services
3.66K
New
$235.61 - $291.22 $861K - $1.06M
3.66K $1.03B
UBS
Ubs Group Ag

Financial Services
32.1K
+ 100.1%
$30.28 - $35.78 $972K - $1.15M
64.2K $1.97B
INFY
Infosys LTD

Technology
51.3K
New
$18.06 - $22.89 $926K - $1.17M
51.3K $936M
DHR
Danaher Corp

Healthcare
4.06K
New
$201.62 - $250.59 $819K - $1.02M
4.06K $832M
BLD
Top Build Corp

Industrials
2.54K
New
$295.17 - $354.82 $748K - $899K
2.54K $773M
ETN
Eaton Corp PLC

Industrials
2.84K
New
$271.83 - $371.23 $771K - $1.05M
2.84K $771M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
12.5K
+ 7.67%
$49.67 - $51.43 $620K - $642K
175K $8.95B
MELI
Mercadolibre Inc

Consumer Cyclical
276
+ 63.01%
$1739.0 - $2260.0 $480K - $624K
714 $1.39B
NFLX
Netflix Inc

Communication Services
628
+ 205.9%
$828.4 - $1058.6 $520K - $665K
933 $870M
SHW
Sherwin Williams CO

Basic Materials
1.61K
+ 59.5%
$330.16 - $365.55 $530K - $587K
4.31K $1.5B
SHOP
Shopify Inc.

Technology
5.96K
New
$90.59 - $129.31 $540K - $771K
5.96K $569M
ELV
Elevance Health, Inc.

Healthcare
342
+ 5.48%
$365.9 - $436.25 $125K - $149K
6.58K $2.86B
Vanguard Total Stock Mkt
3.72K
New
N/A
3.72K $497M
ORCL
Oracle Corp

Technology
3.21K
New
$139.81 - $186.47 $449K - $598K
3.21K $449M
SNY
Sanofi

Healthcare
5.69K
+ 47.49%
$48.15 - $59.42 $274K - $338K
17.7K $981M
CVX
Chevron Corp

Energy
167
+ 1.03%
$146.71 - $167.97 $24.5K - $28.1K
16.4K $2.74B
UBER
Uber Technologies, Inc

Technology
2.7K
+ 27.98%
$63.17 - $81.49 $170K - $220K
12.3K $899M
AZO
Autozone Inc

Consumer Cyclical
5
+ 1.03%
$3193.96 - $3828.11 $16K - $19.1K
490 $1.87B
HSY
Hershey CO

Consumer Defensive
1.67K
+ 39.5%
$144.74 - $186.36 $241K - $311K
5.89K $1.01B
Vanguard Us Growth Admir
1.62K
New
N/A
1.62K $269M
ZTS
Zoetis Inc.

Healthcare
1.04K
+ 16.64%
$156.48 - $175.67 $163K - $183K
7.31K $1.2B
LNG
Cheniere Energy, Inc.

Energy
13
+ 0.14%
$209.32 - $253.66 $2.72K - $3.3K
9.55K $2.21B
Vanguard Equity Income A
1.38K
New
N/A
1.38K $124M
LLY
Eli Lilly & CO

Healthcare
69
+ 5.62%
$725.72 - $929.72 $50.1K - $64.2K
1.3K $1.07B
SYK
Stryker Corp

Healthcare
12
+ 0.13%
$355.18 - $399.9 $4.26K - $4.8K
9.45K $3.52B
FISV
Fiserv Inc

Technology
93
+ 1.83%
N/A
5.16K $1.14B
EFA
Ishares Tr Msci Eafe ETF

ETFs
812
+ 31.61%
$74.85 - $84.89 $60.8K - $68.9K
3.38K $276M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
1.07K
+ 27.22%
$71.9 - $77.57 $76.9K - $83K
5K $371M
SPY
Spdr S&P 500 ETF Trust

ETFs
205
+ 12.02%
$551.42 - $612.93 $113K - $126K
1.91K $1.07B
Parnassus Core Equity In
955
New
N/A
955 $55.6M
Vanguard Mid Cap Growth
511
New
N/A
511 $53.8M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
397
+ 389.22%
$114.57 - $118.14 $45.5K - $46.9K
499 $58.9M
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
850
New
$50.35 - $66.84 $42.8K - $56.8K
850 $42.8M
PLTR
Palantir Technologies Inc.

Technology
400
+ 64.52%
$64.98 - $124.62 $26K - $49.8K
1.02K $86.1M
URI
United Rentals, Inc.

Industrials
26
New
$594.17 - $789.56 $15.4K - $20.5K
26 $16.3M
Root Inc
100
New
N/A
100 $13.3M
HWM
Howmet Aerospace Inc.

Industrials
100
New
$110.79 - $139.39 $11.1K - $13.9K
100 $13M
LRN
Stride, Inc.

Consumer Defensive
100
New
$106.34 - $142.28 $10.6K - $14.2K
100 $12.7M
IEF
Ishares Barclays

ETFs
127
+ 72.16%
$91.17 - $95.39 $11.6K - $12.1K
303 $28.9M
Vanguard 500 Index Admir
21
New
N/A
21 $11.1M
Bndblxx Blmbrg 3 Yr Trg
221
New
N/A
221 $10.9M
DOCS
Doximity, Inc.

Healthcare
100
New
$49.71 - $83.14 $4.97K - $8.31K
100 $5.8M
Activity Summary
Buys All Purchases 73 New Holdings 32 Increased Positions 41 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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