Trifecta Capital Advisors, LLC Purchases in Q1 2025

Trifecta Capital Advisors, LLC

  • $477 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NFLX
Netflix Inc

Communication Services
8
+ 8.6%
$828.4 - $1058.6 $6.63K - $8.47K
101 $94.2M
GILD
Gilead Sciences, Inc.

Healthcare
43
+ 13.87%
$89.14 - $117.41 $3.83K - $5.05K
353 $39.6M
COF
Capital One Financial Corp

Financial Services
59
New
$163.87 - $209.82 $9.67K - $12.4K
59 $10.6M
APO
Apollo Global Management, Inc.

Financial Services
70
New
$126.01 - $172.06 $8.82K - $12K
70 $9.59M
VMC
Vulcan Materials CO

Basic Materials
41
+ 455.56%
$220.9 - $277.54 $9.06K - $11.4K
50 $11.7M
MET
Metlife Inc

Financial Services
111
New
$77.7 - $87.0 $8.62K - $9.66K
111 $8.91M
NOC
Northrop Grumman Corp

Industrials
16
+ 533.33%
$433.45 - $513.82 $6.94K - $8.22K
19 $9.73M
EQT
Eqt Corp

Energy
109
+ 47.19%
$46.16 - $54.25 $5.03K - $5.91K
340 $18.2M
FANG
Diamondback Energy, Inc.

Energy
45
New
$139.9 - $180.18 $6.3K - $8.11K
45 $7.2M
LEN
Lennar Corp

Consumer Cyclical
55
New
$113.93 - $141.54 $6.27K - $7.78K
55 $6.31M
CME
Cme Group Inc.

Financial Services
1
+ 1.43%
$225.82 - $266.54 $226 - $267
71 $18.7M
BYSI
Beyond Spring Inc.

Healthcare
1.5K
New
$1.44 - $1.8 $2.16K - $2.7K
1.5K $2.15M
EIX
Edison International

Utilities
39
+ 487.5%
$50.06 - $80.01 $1.95K - $3.12K
47 $2.77M
PCG
Pg&E Corp

Utilities
75
New
$15.16 - $20.4 $1.14K - $1.53K
75 $1.29M
AXON
Axon Enterprise, Inc.

Industrials
2
New
$496.65 - $710.01 $993 - $1.42K
2 $1.05M
BFB
Brown Forman Corp Cl B
29
New
N/A
29 $985K
Super Micro Computer Inc
28
New
N/A
28 $959K
GNRC
Generac Holdings Inc.

Industrials
6
New
$126.65 - $164.06 $760 - $984
6 $760K
VTRS
Viatris Inc

Healthcare
86
New
$8.68 - $12.42 $746 - $1.07K
86 $750K
ON
On Semiconductor Corp

Technology
27
+ 168.75%
$40.69 - $64.51 $1.1K - $1.74K
43 $1.75M
MRNA
Moderna, Inc.

Healthcare
25
New
$28.35 - $47.53 $709 - $1.19K
25 $709K
AES
Aes Corp

Utilities
27
+ 41.54%
$9.93 - $13.23 $268 - $357
92 $1.14M
Sandisk Corp
6
New
N/A
6 $286K
STZ
Constellation Brands, Inc.

Consumer Defensive
2
+ 25.0%
$161.05 - $222.93 $322 - $446
10 $1.84M
VIG
Vanguard Dividend Appreciation

ETFs
6
+ 0.11%
N/A
5.63K $1.09B
NVO
Novo Nordisk A S

Healthcare
6
+ 0.98%
$69.3 - $90.95 $416 - $546
616 $42.8M
Blackrock Inc
256
+ 5.82%
N/A
4.65K $4.4B
TSLA
Tesla, Inc.

Consumer Cyclical
14
+ 1.77%
$222.15 - $428.22 $3.11K - $6K
805 $209M
HD
Home Depot, Inc.

Consumer Cyclical
420
+ 2.42%
$347.25 - $424.87 $146K - $178K
17.8K $6.51B
GS
Goldman Sachs Group Inc

Financial Services
75
+ 0.58%
$524.81 - $672.19 $39.4K - $50.4K
12.9K $7.06B
LMT
Lockheed Martin Corp

Industrials
112
+ 1.13%
$423.19 - $506.29 $47.4K - $56.7K
10K $4.48B
AMD
Advanced Micro Devices Inc

Technology
907
+ 3.48%
$96.63 - $129.55 $87.6K - $118K
27K $2.77B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
14.1K
+ 7.9%
$102.49 - $119.96 $1.44M - $1.69M
193K $20.1B
ETN
Eaton Corp PLC

Industrials
1.47K
+ 9.01%
$271.83 - $371.23 $400K - $546K
17.8K $4.84B
PANW
Palo Alto Networks Inc

Technology
592
+ 0.98%
$167.82 - $208.28 $99.3K - $123K
61.2K $10.4B
CAT
Caterpillar Inc

Industrials
314
+ 1.47%
$326.75 - $407.63 $103K - $128K
21.6K $7.14B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.82K
+ 1.69%
$57.21 - $65.8 $276K - $317K
289K $16.9B
CRM
Salesforce, Inc.

Technology
411
+ 1.71%
$268.36 - $359.95 $110K - $148K
24.5K $6.57B
AVGO
Broadcom Inc.

Technology
2.8K
+ 7.59%
$167.43 - $244.7 $468K - $684K
39.6K $6.63B
NOW
Service Now, Inc.

Technology
299
+ 3.66%
$783.83 - $1170.39 $234K - $350K
8.47K $6.74B
MSFT
Microsoft Corp

Technology
811
+ 1.34%
$375.39 - $447.2 $304K - $363K
61.5K $23.1B
AAPL
Apple Inc.

Technology
2.13K
+ 1.91%
$209.68 - $247.1 $447K - $526K
113K $25.2B
AMZN
Amazon Com Inc

Consumer Cyclical
895
+ 0.81%
$190.26 - $242.06 $170K - $217K
111K $21.1B
NVDA
Nvidia Corp

Technology
2.92K
+ 1.42%
$106.98 - $149.43 $312K - $436K
208K $22.6B
Activity Summary
Buys All Purchases 95 New Holdings 32 Increased Positions 63 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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