Trifecta Capital Advisors, LLC Incresed Positions in Q2 2025

Trifecta Capital Advisors, LLC

  • $601 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TJX
Tjx Companies Inc

Consumer Cyclical
1.75K
+ 3.93%
$119.13 - $135.03 $208K - $236K
46.1K $5.69B
ITW
Illinois Tool Works Inc

Industrials
1.05K
+ 10500.0%
$218.41 - $252.43 $229K - $265K
1.06K $262M
DAL
Delta Air Lines, Inc.

Industrials
5K
+ 45463.64%
$35.88 - $52.99 $179K - $265K
5.01K $246M
WM
Waste Management Inc

Industrials
1K
+ 448.43%
$216.47 - $242.1 $216K - $242K
1.22K $280M
ABT
Abbott Laboratories

Healthcare
1.56K
+ 734.43%
$123.95 - $138.08 $193K - $215K
1.77K $241M
JNJ
Johnson & Johnson

Healthcare
1.58K
+ 64.46%
$146.36 - $159.82 $231K - $252K
4.02K $614M
FANG
Diamondback Energy, Inc.

Energy
1.22K
+ 2715.56%
$119.25 - $161.49 $146K - $197K
1.27K $174M
CEG
Constellation Energy Corp

Utilities
476
+ 3173.33%
$170.96 - $322.76 $81.4K - $154K
491 $158M
MRK
Merck & Co., Inc.

Healthcare
2.55K
+ 43.66%
$73.47 - $87.12 $187K - $222K
8.4K $665M
KO
Coca Cola CO

Consumer Defensive
1.79K
+ 81.38%
$68.37 - $73.9 $122K - $132K
3.99K $282M
MU
Micron Technology Inc

Technology
988
+ 2600.0%
$64.72 - $127.91 $63.9K - $126K
1.03K $126M
VMC
Vulcan Materials CO

Basic Materials
460
+ 920.0%
$226.49 - $276.01 $104K - $127K
510 $133M
ACN
Accenture PLC

Technology
454
+ 38.28%
$279.23 - $323.21 $127K - $147K
1.64K $490M
TMUS
T Mobile Us, Inc.

Communication Services
415
+ 592.86%
$220.99 - $268.54 $91.7K - $111K
485 $116M
AMGN
Amgen Inc

Healthcare
1.8K
+ 14.31%
$262.28 - $309.85 $473K - $559K
14.4K $4.02B
NEE
Nextera Energy Inc

Utilities
660
+ 60.83%
$64.11 - $75.0 $42.3K - $49.5K
1.75K $121M
AXP
American Express CO

Financial Services
32
+ 5.19%
$231.39 - $318.98 $7.4K - $10.2K
648 $207M
GE
General Electric CO

Industrials
10
+ 1.56%
$166.81 - $257.39 $1.67K - $2.57K
651 $168M
CB
Chubb LTD

Financial Services
130
+ 764.71%
$274.32 - $302.46 $35.7K - $39.3K
147 $42.6M
DUK
Duke Energy Corp

Utilities
297
+ 2284.62%
$112.46 - $124.05 $33.4K - $36.8K
310 $36.6M
Ge Vernova Inc
2
+ 1.36%
N/A
149 $78.8M
SNOW
Snowflake Inc.

Technology
11
+ 2.86%
$130.53 - $223.77 $1.44K - $2.46K
396 $88.6M
Arista Networks Inc
84
+ 9.25%
N/A
992 $101M
AMAT
Applied Materials Inc

Technology
27
+ 4.45%
$126.95 - $183.52 $3.43K - $4.96K
634 $116M
CVX
Chevron Corp

Energy
813
+ 22.03%
$133.73 - $168.51 $109K - $137K
4.5K $645M
VZ
Verizon Communications Inc

Communication Services
515
+ 1907.41%
$41.67 - $45.62 $21.5K - $23.5K
542 $23.5M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
94
+ 3.36%
$45.98 - $56.15 $4.32K - $5.28K
2.89K $162M
C
Citigroup Inc

Financial Services
203
+ 312.31%
$58.13 - $85.12 $11.8K - $17.3K
268 $22.8M
CME
Cme Group Inc.

Financial Services
42
+ 59.15%
$252.37 - $290.71 $10.6K - $12.2K
113 $31M
DDOG
Datadog, Inc.

Technology
12
+ 4.14%
$87.0 - $134.33 $1.04K - $1.61K
302 $40.6M
EQIX
Equinix Inc

Real Estate
14
+ 466.67%
$740.07 - $914.43 $10.4K - $12.8K
17 $13.5M
ABC
Amerisourcebergen Corp

Healthcare
32
+ 160.0%
N/A
52 $15.6M
ENB
Enbridge Inc

Energy
208
+ 62.28%
$41.09 - $47.16 $8.55K - $9.81K
542 $24.6M
CSX
Csx Corp

Industrials
78
+ 3.52%
$26.69 - $32.91 $2.08K - $2.57K
2.3K $74.9M
APH
Amphenol Corp

Technology
39
+ 40.63%
$59.09 - $98.75 $2.3K - $3.85K
135 $13.3M
CI
Cigna Corp

Healthcare
20
+ 285.71%
$301.89 - $340.04 $6.04K - $6.8K
27 $8.93M
DHR
Danaher Corp

Healthcare
28
+ 127.27%
$174.64 - $205.16 $4.89K - $5.74K
50 $9.88M
EQT
Eqt Corp

Energy
56
+ 16.47%
$46.11 - $60.44 $2.58K - $3.38K
396 $23.1M
EMN
Eastman Chemical CO

Basic Materials
59
+ 256.52%
$72.7 - $88.29 $4.29K - $5.21K
82 $6.12M
BKR
Baker Hughes CO

Energy
119
+ 140.0%
$35.0 - $44.92 $4.17K - $5.35K
204 $7.82M
BRO
Brown & Brown, Inc.

Financial Services
38
+ 158.33%
$104.48 - $124.43 $3.97K - $4.73K
62 $6.87M
CL
Colgate Palmolive CO

Consumer Defensive
43
+ 238.89%
$87.57 - $96.0 $3.77K - $4.13K
61 $5.55M
BALL
Ball Corp

Consumer Cyclical
51
+ 283.33%
$44.94 - $56.99 $2.29K - $2.91K
69 $3.87M
DELL
Dell Technologies Inc.

Technology
4
+ 5.63%
$71.63 - $125.98 $287 - $504
75 $9.2M
MCD
Mcdonalds Corp

Consumer Cyclical
33
+ 9.57%
$285.55 - $321.23 $9.42K - $10.6K
378 $110M
INTC
Intel Corp

Technology
102
+ 106.25%
$18.13 - $22.69 $1.85K - $2.31K
198 $4.44M
EBAY
Ebay Inc

Consumer Cyclical
25
+ 53.19%
$59.52 - $79.36 $1.49K - $1.98K
72 $5.36M
ADP
Automatic Data Processing Inc

Industrials
5
+ 3.11%
$276.76 - $326.81 $1.38K - $1.63K
166 $51.2M
D
Dominion Energy, Inc

Utilities
26
+ 2.6%
$49.66 - $58.0 $1.29K - $1.51K
1.03K $58M
Activity Summary
Buys All Purchases 218 New Holdings 99 Increased Positions 119 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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