Trivant Custom Portfolio Group, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $171 Billion distributed in 194 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17.3B, Nvidia Corp with a value of $9.92B, Microsoft Corp with a value of $8.57B, Ishares Tr Broad Usd Inbd Etfv with a value of $8.18B, and Amazon Com Inc with a value of $6.01B.
Examining the 13F form we can see an decrease of $2.05B in the current position value, from $173B to 171B.
Trivant Custom Portfolio Group, LLC is based out at San Diego, CA
Below you can find more details about Trivant Custom Portfolio Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$171 Billion
Technology: $47.6 Billion
ETFs: $25.1 Billion
Consumer Cyclical: $21.2 Billion
Industrials: $16.2 Billion
Healthcare: $15.8 Billion
Financial Services: $14.8 Billion
Consumer Defensive: $11.5 Billion
Communication Services: $10.2 Billion
Other: $8.74 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
