Trivant Custom Portfolio Group, LLC Incresed Positions in Q3 2025

Trivant Custom Portfolio Group, LLC

  • $195 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
11.4K
+ 93.01%
$86.91 - $99.57 $991K - $1.14M
23.7K $2.32B
Schwab Prime Advantage Money Investor
495K
+ 12.08%
N/A
4.59M $4.59B
LOW
Lowes Companies Inc

Consumer Cyclical
37
+ 0.27%
$215.01 - $273.02 $7.96K - $10.1K
13.8K $3.47B
MSFT
Microsoft Corp

Technology
8
+ 0.04%
$491.09 - $535.64 $3.93K - $4.29K
19.4K $10.1B
TCEHY
Tencent Holdings Limited Unspo

Communication Services
320
+ 1.81%
$63.12 - $85.15 $20.2K - $27.2K
18K $1.53B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.51K
+ 5.42%
$102.4 - $103.88 $359K - $364K
68.2K $7.05B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
3.61K
+ 2.08%
$50.73 - $52.47 $183K - $189K
177K $9.26B
ASML
Asml Holding Nv

Technology
20
+ 1.11%
$689.63 - $968.09 $13.8K - $19.4K
1.83K $1.77B
AZO
Autozone Inc

Consumer Cyclical
6
+ 1.19%
$3649.42 - $4354.54 $21.9K - $26.1K
509 $2.18B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
84
+ 1.54%
$224.68 - $282.71 $18.9K - $23.7K
5.53K $1.54B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
35
+ 1.04%
$473.44 - $553.71 $16.6K - $19.4K
3.41K $1.86B
NFLX
Netflix Inc

Communication Services
305
+ 31.28%
$1147.87 - $1297.18 $350K - $396K
1.28K $1.53B
AVGO
Broadcom Inc.

Technology
58
+ 1.67%
$264.74 - $369.57 $15.4K - $21.4K
3.53K $1.16B
RNMBY
Rheinmetall Ag Unsponsored Adr

Industrials
63
+ 1.62%
$350.05 - $468.0 $22.1K - $29.5K
3.95K $1.84B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.06K
+ 8.06%
$72.65 - $78.68 $76.9K - $83.3K
14.2K $1.11B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
186
+ 0.51%
$42.67 - $46.91 $7.94K - $8.73K
36.5K $1.71B
HSY
Hershey CO

Consumer Defensive
20
+ 0.35%
$161.95 - $193.45 $3.24K - $3.87K
5.79K $1.08B
CDNS
Cadence Design Systems Inc

Technology
47
+ 1.89%
$309.46 - $373.37 $14.5K - $17.5K
2.54K $890M
RMD
Resmed Inc

Healthcare
73
+ 1.55%
$252.01 - $293.73 $18.4K - $21.4K
4.8K $1.31B
MELI
Mercadolibre Inc

Consumer Cyclical
125
+ 17.29%
$2292.04 - $2514.05 $287K - $314K
848 $1.98B
AME
Ametek Inc

Industrials
37
+ 0.38%
$176.44 - $192.03 $6.53K - $7.11K
9.81K $1.84B
SBGSY
Schneider Electric Se Unsponso

Industrials
223
+ 1.21%
$49.14 - $56.73 $11K - $12.7K
18.7K $1.05B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.24%
$567.77 - $614.76 $1.7K - $1.84K
1.25K $765M
Bondbloxx Bbb 5 10 Yr Cor Bnd ETF
21
+ 0.03%
N/A
65.1K $3.4B
IMCV
Ishares Morningstar Mid Cap Va

ETFs
99
+ 1.74%
$76.29 - $80.63 $7.55K - $7.98K
5.79K $465M
EFA
Ishares Tr Msci Eafe ETF

ETFs
125
+ 3.33%
$87.29 - $93.61 $10.9K - $11.7K
3.88K $362M
LLY
Eli Lilly & CO

Healthcare
44
+ 2.67%
$625.65 - $812.69 $27.5K - $35.8K
1.69K $1.29B
LNG
Cheniere Energy, Inc.

Energy
344
+ 3.58%
$222.68 - $244.28 $76.6K - $84K
9.97K $2.34B
ABT
Abbott Laboratories

Healthcare
184
+ 1.26%
$120.51 - $136.62 $22.2K - $25.1K
14.8K $1.98B
MSCI
Msci Inc.

Financial Services
21
+ 0.64%
$526.48 - $588.0 $11.1K - $12.3K
3.3K $1.87B
CRWD
Crowd Strike Holdings, Inc.

Technology
32
+ 1.03%
$412.46 - $514.1 $13.2K - $16.5K
3.15K $1.55B
ZTS
Zoetis Inc.

Healthcare
69
+ 0.95%
$141.13 - $159.19 $9.74K - $11K
7.31K $1.07B
BYDDY
Byd Company LTD Unsponsored Ad

Consumer Cyclical
60K
+ 501.8%
$13.31 - $101.87 $798K - $6.11M
71.9K $1.01B
V
Visa Inc.

Financial Services
44
+ 0.46%
$332.09 - $358.86 $14.6K - $15.8K
9.6K $3.28B
DE
Deere & CO

Industrials
24
+ 0.67%
$457.26 - $524.37 $11K - $12.6K
3.63K $1.66B
NVO
Novo Nordisk A S

Healthcare
2.16K
+ 9.89%
$45.38 - $71.7 $98K - $155K
24K $1.33B
SYK
Stryker Corp

Healthcare
25
+ 0.27%
$368.57 - $403.53 $9.21K - $10.1K
9.31K $3.44B
COST
Costco Wholesale Corp

Consumer Defensive
8
+ 0.15%
$915.95 - $994.57 $7.33K - $7.96K
5.24K $4.85B
Activity Summary
Buys All Purchases 43 New Holdings 4 Increased Positions 39 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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