Trifecta Capital Advisors, LLC Incresed Positions in Q3 2025

Trifecta Capital Advisors, LLC

  • $658 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
6.41K
+ 2.77%
$153.3 - $186.58 $983K - $1.2M
238K $44.4B
GOOG
Alphabet Inc.

Communication Services
655
+ 0.91%
$175.16 - $255.24 $115K - $167K
72.6K $17.7B
Lam Research Corp
32K
+ 471.87%
N/A
38.8K $5.2B
AVGO
Broadcom Inc.

Technology
1.4K
+ 3.18%
$264.74 - $369.57 $369K - $516K
45.3K $14.9B
CAT
Caterpillar Inc

Industrials
1.22K
+ 5.13%
$390.92 - $477.15 $477K - $582K
25K $11.9B
MSFT
Microsoft Corp

Technology
1.57K
+ 2.29%
$491.09 - $535.64 $772K - $842K
70.2K $36.3B
ABBV
Abb Vie Inc.

Healthcare
900
+ 2.31%
$184.85 - $231.54 $166K - $208K
39.9K $9.24B
GS
Goldman Sachs Group Inc

Financial Services
177
+ 1.37%
$696.56 - $806.32 $123K - $143K
13.1K $10.5B
HD
Home Depot, Inc.

Consumer Cyclical
1.24K
+ 6.48%
$357.4 - $423.42 $444K - $526K
20.4K $8.28B
MS
Morgan Stanley

Financial Services
635
+ 1.14%
$139.09 - $161.16 $88.3K - $102K
56.4K $8.97B
GOOGL
Alphabet Inc.

Communication Services
290
+ 1.97%
$174.36 - $254.72 $50.6K - $73.9K
15K $3.66B
JPM
Jpmorgan Chase & CO

Financial Services
1.18K
+ 4.51%
$282.78 - $316.06 $333K - $372K
27.3K $8.61B
TJX
Tjx Companies Inc

Consumer Cyclical
333
+ 0.72%
$121.35 - $144.54 $40.4K - $48.1K
46.4K $6.71B
ETN
Eaton Corp PLC

Industrials
1.69K
+ 8.71%
$342.99 - $392.76 $579K - $663K
21.1K $7.89B
LHX
L3 Harris Technologies, Inc.

Industrials
307
+ 2.0%
$252.18 - $305.41 $77.4K - $93.8K
15.6K $4.77B
AMD
Advanced Micro Devices Inc

Technology
1.6K
+ 5.79%
$134.8 - $184.42 $215K - $294K
29.2K $4.72B
Blackrock Inc
140
+ 2.59%
N/A
5.55K $6.46B
Grail Inc
10.3K
+ 89.91%
N/A
21.7K $1.28B
LMT
Lockheed Martin Corp

Industrials
101
+ 0.9%
$410.74 - $499.21 $41.5K - $50.4K
11.3K $5.63B
PANW
Palo Alto Networks Inc

Technology
2.55K
+ 3.93%
$167.06 - $208.19 $425K - $530K
67.4K $13.7B
META
Meta Platforms, Inc.

Communication Services
688
+ 3.23%
$695.21 - $791.73 $478K - $545K
22K $16.1B
AMZN
Amazon Com Inc

Consumer Cyclical
1.7K
+ 1.36%
$211.65 - $238.24 $360K - $406K
127K $27.8B
XLK
Technology Sector Spdr

ETFs
12
+ 0.11%
$250.97 - $282.66 $3.01K - $3.39K
11.3K $3.2B
CRWD
Crowd Strike Holdings, Inc.

Technology
1.36K
+ 7.19%
$412.46 - $514.1 $560K - $698K
20.2K $9.92B
AMGN
Amgen Inc

Healthcare
520
+ 3.61%
$271.18 - $309.22 $141K - $161K
14.9K $4.21B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
150
+ 7.57%
$567.77 - $614.76 $85.2K - $92.2K
2.13K $1.31B
JNJ
Johnson & Johnson

Healthcare
127
+ 3.16%
$155.17 - $185.42 $19.7K - $23.5K
4.15K $769M
S
Sentinel One, Inc.

Technology
7.9K
+ 188.1%
$15.81 - $19.78 $125K - $156K
12.1K $213M
LLY
Eli Lilly & CO

Healthcare
683
+ 2.76%
$625.65 - $812.69 $427K - $555K
25.5K $19.4B
MCD
Mcdonalds Corp

Consumer Cyclical
226
+ 59.79%
$291.67 - $316.99 $65.9K - $71.6K
604 $184M
PATH
Ui Path, Inc.

Technology
4.4K
+ 33.59%
$10.44 - $13.38 $45.9K - $58.9K
17.5K $234M
VIG
Vanguard Dividend Appreciation

ETFs
4
+ 0.07%
N/A
5.63K $1.22B
PG
Procter & Gamble CO

Consumer Defensive
474
+ 12.11%
$150.47 - $161.22 $71.3K - $76.4K
4.39K $674M
SPOT
Spotify Technology S.A.

Communication Services
612
+ 11.26%
$620.01 - $738.53 $379K - $452K
6.05K $4.22B
RTX
Raytheon Technologies Corp

Industrials
255
+ 81.47%
$144.19 - $167.33 $36.8K - $42.7K
568 $95M
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.01%
$129.01 - $139.72 $129 - $140
11.2K $1.56B
WBD
Warner Bros. Discovery, Inc.

Communication Services
727
+ 24.66%
$10.78 - $19.82 $7.84K - $14.4K
3.68K $71.8M
SCHW
Schwab Charles Corp

Financial Services
275
+ 97.52%
$91.03 - $98.69 $25K - $27.1K
557 $53.1M
JCI
Johnson Controls International PLC

Industrials
43
+ 1.03%
$103.24 - $111.73 $4.44K - $4.8K
4.24K $466M
ET
Energy Transfer LP

Energy
1.69K
+ 21.94%
$17.11 - $18.16 $28.9K - $30.7K
9.39K $161M
CSCO
Cisco Systems, Inc.

Technology
420
+ 5.06%
$66.2 - $71.79 $27.8K - $30.2K
8.71K $596M
IBM
International Business Machines Corp

Technology
71
+ 129.09%
$234.77 - $292.47 $16.7K - $20.8K
126 $35.6M
MRVL
Marvell Technology, Inc.

Technology
116
+ 8.83%
$62.31 - $84.07 $7.23K - $9.75K
1.43K $120M
NEE
Nextera Energy Inc

Utilities
104
+ 5.96%
$69.77 - $77.54 $7.26K - $8.06K
1.85K $140M
Te Connectivity PLC
40
+ 25.48%
N/A
197 $43.2M
MMM
3 M CO

Industrials
105
+ 552.63%
$144.41 - $160.2 $15.2K - $16.8K
124 $19.2M
INTU
Intuit Inc

Technology
22
+ 244.44%
$646.03 - $807.39 $14.2K - $17.8K
31 $21.2M
MA
Mastercard Inc

Financial Services
23
+ 29.87%
$550.18 - $598.96 $12.7K - $13.8K
100 $56.9M
VZ
Verizon Communications Inc

Communication Services
300
+ 55.35%
$40.84 - $45.06 $12.3K - $13.5K
842 $37M
Activity Summary
Buys All Purchases 91 New Holdings 21 Increased Positions 70 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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