Trevian Wealth Management LLC Portfolio Holdings
Trevian Wealth Management LLC
- $20.1 Million
- Q2 2024
Trevian Wealth Management LLC has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $20.1 Million distributed in 13 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Northeast Bk Lewiston Me Com with a value of $9.4M, Alphabet Inc. with a value of $1.98M, Apple Inc. with a value of $1.74M, Amazon Com Inc with a value of $1.52M, and Spdr S&P 500 ETF Trust with a value of $1.2M.
Examining the 13F form we can see an decrease of $127M in the current position value, from $147M to 20.1M.
Below you can find more details about Trevian Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$20.1 Million
Financial Services: $10.2 Million
Communication Services: $3.58 Million
Technology: $2.62 Million
ETFs: $1.89 Million
Consumer Cyclical: $1.75 Million