Trevian Wealth Management LLC Portfolio Holdings by Sector

Trevian Wealth Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO VXF VWO VEA VEU SPY VT SPYX 17 stocks	$103,589 76.41% of portfolio	10	3	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services NBN 1 stocks	$13,929 10.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$5,837 4.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT TOST 2 stocks	$3,496 2.58% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META GOOGL 3 stocks	$3,403 2.51% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,064 1.52% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1,710 1.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$607 0.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$580 0.43% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$362 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts

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