Trifecta Capital Advisors, LLC Incresed Positions in Q1 2025

Trifecta Capital Advisors, LLC

  • $477 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
24K
+ 23559.8%
$139.81 - $186.47 $3.36M - $4.48M
24.1K $3.37B
CRWD
Crowd Strike Holdings, Inc.

Technology
7.98K
+ 89.05%
$308.86 - $455.36 $2.46M - $3.63M
16.9K $5.97B
UBER
Uber Technologies, Inc

Technology
7.75K
+ 8.99%
$63.17 - $81.49 $489K - $631K
93.9K $6.84B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
573
+ 4.1%
$402.49 - $513.76 $231K - $294K
14.5K $7.05B
ABBV
Abb Vie Inc.

Healthcare
907
+ 2.49%
$169.2 - $216.66 $153K - $197K
37.4K $7.83B
AMGN
Amgen Inc

Healthcare
1.14K
+ 9.98%
$258.59 - $327.36 $296K - $374K
12.6K $3.92B
BSX
Boston Scientific Corp

Healthcare
4.46K
+ 11.44%
$89.38 - $106.18 $398K - $473K
43.4K $4.38B
V
Visa Inc.

Financial Services
326
+ 1.45%
$306.92 - $362.71 $100K - $118K
22.9K $8.02B
COST
Costco Wholesale Corp

Consumer Defensive
68
+ 0.44%
$890.62 - $1076.86 $60.6K - $73.2K
15.6K $14.8B
META
Meta Platforms, Inc.

Communication Services
945
+ 6.84%
$576.36 - $736.67 $545K - $696K
14.8K $8.5B
SBUX
Starbucks Corp

Consumer Cyclical
156
+ 0.53%
$91.75 - $115.81 $14.3K - $18.1K
29.6K $2.9B
ISRG
Intuitive Surgical Inc

Healthcare
1.05K
+ 9.14%
$476.63 - $610.45 $501K - $642K
12.6K $6.22B
XLV
Select Sector Spdr Fund Health

ETFs
426
+ 4.04%
$137.61 - $149.68 $58.6K - $63.8K
11K $1.6B
VUG
Vanguard Growth ETF

ETFs
345
+ 305.31%
$369.1 - $427.61 $127K - $148K
458 $170M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
255
+ 22.59%
$507.05 - $563.67 $129K - $144K
1.38K $711M
UNP
Union Pacific Corp

Industrials
56
+ 0.55%
$225.21 - $254.42 $12.6K - $14.2K
10.3K $2.42B
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
7.44K
+ 437.88%
$9.61 - $12.47 $71.5K - $92.8K
9.14K $90.7M
OXY
Occidental Petroleum Corp

Energy
1.45K
+ 4393.94%
$45.45 - $52.7 $65.9K - $76.4K
1.48K $73.2M
DE
Deere & CO

Industrials
75
+ 241.94%
$408.57 - $509.27 $30.6K - $38.2K
106 $49.6M
GE
General Electric CO

Industrials
57
+ 9.76%
$168.59 - $212.13 $9.61K - $12.1K
641 $128M
TRV
Travelers Companies, Inc.

Financial Services
50
+ 13.44%
$232.43 - $265.13 $11.6K - $13.3K
422 $112M
SPOT
Spotify Technology S.A.

Communication Services
25
+ 33.33%
$457.79 - $648.32 $11.4K - $16.2K
100 $55M
PFE
Pfizer Inc

Healthcare
956
+ 35.37%
$25.01 - $27.13 $23.9K - $25.9K
3.66K $92.7M
Linde PLC
25
+ 20.16%
N/A
149 $69.4M
TMUS
T Mobile Us, Inc.

Communication Services
56
+ 400.0%
$211.3 - $272.83 $11.8K - $15.3K
70 $18.7M
WMB
Williams Companies, Inc.

Energy
245
+ 875.0%
$54.02 - $61.09 $13.2K - $15K
273 $16.3M
VLO
Valero Energy Corp

Energy
105
+ 362.07%
$121.76 - $142.99 $12.8K - $15K
134 $17.7M
RTX
Raytheon Technologies Corp

Industrials
72
+ 29.88%
$114.1 - $135.66 $8.22K - $9.77K
313 $41.5M
WM
Waste Management Inc

Industrials
33
+ 17.37%
$200.54 - $233.78 $6.62K - $7.71K
223 $51.6M
PG
Procter & Gamble CO

Consumer Defensive
9
+ 0.23%
$158.56 - $176.26 $1.43K - $1.59K
3.91K $667M
UAL
United Airlines Holdings, Inc.

Industrials
186
+ 978.95%
$69.05 - $110.52 $12.8K - $20.6K
205 $14.2M
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
VMC
Vulcan Materials CO

Basic Materials
41
+ 455.56%
$220.9 - $277.54 $9.06K - $11.4K
50 $11.7M
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
APD
Air Products & Chemicals, Inc.

Basic Materials
18
+ 14.52%
$283.24 - $338.07 $5.1K - $6.09K
142 $41.9M
CME
Cme Group Inc.

Financial Services
1
+ 1.43%
$225.82 - $266.54 $226 - $267
71 $18.7M
EIX
Edison International

Utilities
39
+ 487.5%
$50.06 - $80.01 $1.95K - $3.12K
47 $2.77M
ON
On Semiconductor Corp

Technology
27
+ 168.75%
$40.69 - $64.51 $1.1K - $1.74K
43 $1.75M
AES
Aes Corp

Utilities
27
+ 41.54%
$9.93 - $13.23 $268 - $357
92 $1.14M
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
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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