Trivant Custom Portfolio Group, LLC New Holdings 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
RMD
Resmed Inc

Healthcare
4.69K
New
$219.7 - $257.65 $1.03M - $1.21M
4.69K $1.05B
PGR
Progressive Corp

Financial Services
3.66K
New
$235.61 - $291.22 $861K - $1.06M
3.66K $1.03B
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
SHOP
Shopify Inc.

Technology
5.96K
New
$90.59 - $129.31 $540K - $771K
5.96K $569M
ORCL
Oracle Corp

Technology
3.21K
New
$139.81 - $186.47 $449K - $598K
3.21K $449M
Vanguard Us Growth Admir
1.62K
New
N/A
1.62K $269M
Vanguard Equity Income A
1.38K
New
N/A
1.38K $124M
Parnassus Core Equity In
955
New
N/A
955 $55.6M
Vanguard Mid Cap Growth
511
New
N/A
511 $53.8M
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
850
New
$50.35 - $66.84 $42.8K - $56.8K
850 $42.8M
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
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
Ishares Bitcoin ETF
113
New
N/A
113 $5.29M
ISRG
Intuitive Surgical Inc

Healthcare
10
New
$476.63 - $610.45 $4.77K - $6.1K
10 $4.95M
Marex Group PLC F
100
New
N/A
100 $3.53M
RNA
Avidity Biosciences, Inc.

Healthcare
100
New
$27.05 - $35.11 $2.71K - $3.51K
100 $2.95M
TVTX
Travere Therapeutics, Inc.

Healthcare
100
New
$17.07 - $23.75 $1.71K - $2.38K
100 $1.79M
VKTX
Viking Therapeutics, Inc.

Healthcare
10
New
$24.15 - $42.89 $242 - $429
10 $242K
Breitling Energy CO Xxx
55
New
N/A
55 $0
Winland Ocean Shipping C
1.25K
New
N/A
1.25K $0
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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