Trifecta Capital Advisors, LLC Incresed Positions in Q4 2024

Trifecta Capital Advisors, LLC

  • $506 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
125K
+ 78.43%
$61.68 - $67.87 $7.71M - $8.48M
284K $17.7B
AMZN
Amazon Com Inc

Consumer Cyclical
2.3K
+ 2.14%
$180.88 - $232.93 $417K - $536K
110K $24.1B
BSX
Boston Scientific Corp

Healthcare
38.9K
+ 77790.0%
$83.62 - $91.5 $3.25M - $3.56M
38.9K $3.48B
CRWD
Crowd Strike Holdings, Inc.

Technology
8.56K
+ 2140.25%
$275.15 - $388.2 $2.36M - $3.32M
8.96K $3.07B
GOOG
Alphabet Inc.

Communication Services
812
+ 0.68%
$163.08 - $198.16 $132K - $161K
121K $23B
AVGO
Broadcom Inc.

Technology
1.23K
+ 3.46%
$159.67 - $250.0 $197K - $308K
36.8K $8.54B
NOW
Service Now, Inc.

Technology
876
+ 12.01%
$867.18 - $1148.42 $760K - $1.01M
8.17K $8.66B
QQQ
Invesco Qqq Trust, Series 1

ETFs
107
+ 0.13%
$481.22 - $538.17 $51.5K - $57.6K
81.1K $41.5B
CRM
Salesforce, Inc.

Technology
771
+ 3.31%
$270.87 - $367.87 $209K - $284K
24.1K $8.05B
PANW
Palo Alto Networks Inc

Technology
32K
+ 111.76%
$181.96 - $405.9 $5.82M - $13M
60.6K $11B
GS
Goldman Sachs Group Inc

Financial Services
126
+ 0.99%
$486.1 - $608.57 $61.2K - $76.7K
12.8K $7.36B
IVV
Ishares Core S&P 500 ETF

ETFs
1.08K
+ 4.08%
$570.51 - $610.59 $618K - $662K
27.7K $16.3B
META
Meta Platforms, Inc.

Communication Services
1.03K
+ 8.07%
$554.08 - $632.68 $571K - $652K
13.8K $8.08B
JPM
Jpmorgan Chase & CO

Financial Services
154
+ 0.66%
$205.18 - $250.29 $31.6K - $38.5K
23.5K $5.63B
ISRG
Intuitive Surgical Inc

Healthcare
655
+ 6.03%
$471.27 - $550.62 $309K - $361K
11.5K $6.01B
VTI
Vanguard Total Stock Market Et

ETFs
2.13K
+ 31.63%
$280.04 - $302.45 $596K - $644K
8.86K $2.57B
COST
Costco Wholesale Corp

Consumer Defensive
224
+ 1.46%
$873.59 - $994.69 $196K - $223K
15.5K $14.2B
WMT
Walmart Inc.

Consumer Defensive
970
+ 1.84%
$79.1 - $95.7 $76.7K - $92.8K
53.6K $4.84B
ABBV
Abb Vie Inc.

Healthcare
6.47K
+ 21.59%
$164.99 - $203.87 $1.07M - $1.32M
36.5K $6.48B
ACN
Accenture PLC

Technology
1.33K
+ 2249.15%
$343.9 - $376.86 $456K - $500K
1.39K $488M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.02K
+ 2.9%
$113.92 - $127.38 $572K - $640K
178K $20.6B
ETN
Eaton Corp PLC

Industrials
545
+ 3.46%
$326.96 - $377.52 $178K - $206K
16.3K $5.42B
TJX
Tjx Companies Inc

Consumer Cyclical
99
+ 0.22%
$112.15 - $127.2 $11.1K - $12.6K
44.7K $5.4B
HD
Home Depot, Inc.

Consumer Cyclical
1.06K
+ 6.49%
$385.02 - $431.37 $407K - $456K
17.3K $6.74B
TSLA
Tesla, Inc.

Consumer Cyclical
51
+ 6.89%
$213.65 - $479.86 $10.9K - $24.5K
791 $319M
MSFT
Microsoft Corp

Technology
1.48K
+ 2.49%
$406.35 - $454.46 $600K - $671K
60.7K $25.6B
IWF
Ishares Russell 1000 Gr ETF

ETFs
232
+ 77.33%
$370.24 - $418.94 $85.9K - $97.2K
532 $214M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
91
+ 8.77%
$521.84 - $558.82 $47.5K - $50.9K
1.13K $608M
CDNS
Cadence Design Systems Inc

Technology
4
+ 0.22%
$249.1 - $324.54 $996 - $1.3K
1.85K $556M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
15
+ 0.07%
$563.99 - $620.12 $8.46K - $9.3K
20.6K $11.7B
QCOM
Qualcomm Inc

Technology
43
+ 100.0%
$150.4 - $178.04 $6.47K - $7.66K
86 $13.2M
CMCSA
Comcast Corp

Communication Services
131
+ 48.52%
$37.39 - $45.14 $4.9K - $5.91K
401 $15.1M
EW
Edwards Lifesciences Corp

Healthcare
17
+ 5.67%
$64.54 - $75.92 $1.1K - $1.29K
317 $23.5M
EQT
Eqt Corp

Energy
2
+ 0.87%
$35.62 - $46.89 $71.2 - $93.8
231 $10.7M
EL
Estee Lauder Companies Inc

Consumer Defensive
22
+ 55.0%
$62.74 - $97.24 $1.38K - $2.14K
62 $4.65M
ETR
Entergy Corp

Utilities
14
+ 100.0%
$73.19 - $156.4 $1.02K - $2.19K
28 $2.12M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
40
+ 100.0%
$27.45 - $55.56 $1.1K - $2.22K
80 $2.27M
SCHA
Schwab Strategic Tr Us Small C

ETFs
163
+ 100.0%
$25.33 - $51.16 $4.13K - $8.34K
326 $8.44M
DELL
Dell Technologies Inc.

Technology
12
+ 2.59%
$111.96 - $144.21 $1.34K - $1.73K
475 $54.7M
STWD
Starwood Property Trust, Inc.

Real Estate
66
+ 2.4%
$18.95 - $20.37 $1.25K - $1.34K
2.82K $53.4M
KO
Coca Cola CO

Consumer Defensive
70
+ 2.9%
$61.74 - $71.71 $4.32K - $5.02K
2.48K $154M
XLV
Select Sector Spdr Fund Health

ETFs
830
+ 8.54%
$136.28 - $154.74 $113K - $128K
10.5K $1.45B
LHX
L3 Harris Technologies, Inc.

Industrials
1.12K
+ 8.17%
$208.94 - $264.22 $233K - $295K
14.8K $3.11B
SBUX
Starbucks Corp

Consumer Cyclical
290
+ 1.0%
$87.44 - $102.5 $25.4K - $29.7K
29.4K $2.69B
CAT
Caterpillar Inc

Industrials
315
+ 1.5%
$360.37 - $416.88 $114K - $131K
21.3K $7.74B
ADBE
Adobe Inc.

Technology
385
+ 4.29%
$437.39 - $552.96 $168K - $213K
9.37K $4.17B
AMGN
Amgen Inc

Healthcare
193
+ 1.71%
$258.78 - $328.31 $49.9K - $63.4K
11.5K $2.99B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
430
+ 3.18%
$396.64 - $516.74 $171K - $222K
14K $5.62B
LMT
Lockheed Martin Corp

Industrials
391
+ 4.1%
$479.66 - $614.62 $188K - $240K
9.92K $4.82B
Activity Summary
Buys All Purchases 72 New Holdings 19 Increased Positions 53 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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