Trifecta Capital Advisors, LLC Sells in Q4 2024

Trifecta Capital Advisors, LLC

  • $506 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-3.57K
- 96.64%
$701.85 - $1046.91 $2.51M - $3.74M
124 $88.3M
SNPS
Synopsys Inc

Technology
-6.4K
- 99.95%
$485.36 - $588.0 $3.11M - $3.76M
3 $1.46M
MRK
Merck & Co., Inc.

Healthcare
-21.1K
- 68.57%
$96.31 - $114.76 $2.03M - $2.42M
9.67K $961M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-40
- 0.33%
$501.29 - $612.85 $20.1K - $24.5K
12.2K $6.33B
UNH
Unitedhealth Group Inc

Healthcare
-112
- 1.11%
$485.52 - $625.25 $54.4K - $70K
9.94K $5.03B
XOM
Exxon Mobil Corp

Energy
-2.3K
- 25.63%
$105.51 - $125.37 $243K - $288K
6.67K $718M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.42K
- 54.5%
$189.5 - $206.17 $269K - $293K
1.19K $227M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-529
- 8.49%
$442.29 - $483.08 $234K - $256K
5.7K $2.58B
UNP
Union Pacific Corp

Industrials
-332
- 3.15%
$223.15 - $249.32 $74.1K - $82.8K
10.2K $2.33B
CVX
Chevron Corp

Energy
-982
- 3.69%
$141.15 - $162.53 $139K - $160K
25.6K $3.71B
IYY
Ishares Tr

ETFs
-1.19K
- 86.5%
$138.14 - $149.13 $164K - $177K
185 $26.5M
LOW
Lowes Companies Inc

Consumer Cyclical
-67
- 2.31%
$244.52 - $284.07 $16.4K - $19K
2.83K $698M
DVY
Ishares Tr

ETFs
-165
- 1.15%
$129.55 - $143.41 $21.4K - $23.7K
14.2K $1.87B
PFE
Pfizer Inc

Healthcare
-1.5K
- 35.69%
$24.8 - $30.19 $37.2K - $45.3K
2.7K $71.7M
CTAS
Cintas Corp

Industrials
-1
- 0.05%
$182.7 - $226.47 $183 - $226
1.95K $356M
KMB
Kimberly Clark Corp

Consumer Defensive
-300
- 95.54%
$130.37 - $146.09 $39.1K - $43.8K
14 $1.84M
PG
Procter & Gamble CO

Consumer Defensive
-45
- 1.14%
$161.05 - $179.7 $7.25K - $8.09K
3.91K $655M
IVW
Ishares S&P 500 Growth ETF

ETFs
-311
- 58.35%
$94.43 - $105.47 $29.4K - $32.8K
222 $22.5M
DHR
Danaher Corp

Healthcare
-32
- 7.46%
$226.16 - $274.52 $7.24K - $8.78K
397 $91.1M
NSC
Norfolk Southern Corp

Industrials
-60
- 5.93%
$230.6 - $277.0 $13.8K - $16.6K
951 $223M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-23
- 79.31%
$1146.59 - $1270.6 $26.4K - $29.2K
6 $7.12M
APH
Amphenol Corp

Technology
-338
- 77.88%
$62.07 - $75.35 $21K - $25.5K
96 $6.67M
NKE
Nike, Inc.

Consumer Cyclical
-200
- 40.0%
$73.36 - $89.13 $14.7K - $17.8K
300 $22.7M
XLK
Technology Sector Spdr

ETFs
-454
- 3.63%
$220.26 - $241.44 $100K - $110K
12.1K $2.81B
BA
Boeing CO

Industrials
-191
- 35.11%
$138.14 - $180.72 $26.4K - $34.5K
353 $62.5M
BMO
Bank Of Montreal

Financial Services
-375
- 14.02%
$89.75 - $103.39 $33.7K - $38.8K
2.3K $223M
Linde PLC
-21
- 14.48%
N/A
124 $51.9M
PEP
Pepsico Inc

Consumer Defensive
-82
- 31.78%
$151.29 - $176.1 $12.4K - $14.4K
176 $26.8M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-100
- 36.36%
$131.66 - $144.0 $13.2K - $14.4K
175 $23.1M
IWM
Ishares Russell 2000 ETF

ETFs
-77
- 0.44%
$216.13 - $242.4 $16.6K - $18.7K
17.3K $3.83B
CB
Chubb LTD

Financial Services
-54
- 76.06%
$271.57 - $301.89 $14.7K - $16.3K
17 $4.7M
IT
Gartner Inc

Technology
-29
- 72.5%
$481.22 - $551.8 $14K - $16K
11 $5.33M
SYK
Stryker Corp

Healthcare
-39
- 79.59%
$345.14 - $392.15 $13.5K - $15.3K
10 $3.6M
ADP
Automatic Data Processing Inc

Industrials
-60
- 27.15%
$280.08 - $307.97 $16.8K - $18.5K
161 $47.1M
VIG
Vanguard Dividend Appreciation

ETFs
-7
- 0.12%
N/A
5.62K $1.1B
WMB
Williams Companies, Inc.

Energy
-291
- 91.22%
$46.37 - $59.74 $13.5K - $17.4K
28 $1.52M
WM
Waste Management Inc

Industrials
-52
- 21.49%
$201.79 - $228.46 $10.5K - $11.9K
190 $38.3M
ABT
Abbott Laboratories

Healthcare
-80
- 27.4%
$111.93 - $119.39 $8.95K - $9.55K
212 $24M
INTU
Intuit Inc

Technology
-15
- 25.42%
$602.01 - $706.25 $9.03K - $10.6K
44 $27.7M
AMP
Ameriprise Financial Inc

Financial Services
-33
- 23.91%
$473.15 - $574.01 $15.6K - $18.9K
105 $55.9M
USB
Us Bancorp \De\

Financial Services
-422
- 6.07%
$43.98 - $53.66 $18.6K - $22.6K
6.53K $312M
NXPI
Nxp Semiconductors N.V.

Technology
-20
- 80.0%
$207.27 - $255.58 $4.15K - $5.11K
5 $1.04M
MA
Mastercard Inc

Financial Services
-13
- 14.44%
$491.3 - $536.15 $6.39K - $6.97K
77 $40.5M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-7
- 1.68%
$417.69 - $450.94 $2.92K - $3.16K
410 $174M
DHI
Horton D R Inc

Consumer Cyclical
-1
- 2.78%
$137.24 - $194.56 $137 - $195
35 $4.89M
CI
Cigna Corp

Healthcare
-1
- 9.09%
$265.59 - $358.58 $266 - $359
10 $2.76M
INTC
Intel Corp

Technology
-13
- 7.98%
$19.07 - $26.23 $248 - $341
150 $3.01M
ORCL
Oracle Corp

Technology
-1
- 0.97%
$165.41 - $192.43 $165 - $192
102 $17M
F
Ford Motor CO

Consumer Cyclical
-20
- 17.09%
$9.69 - $11.4 $194 - $228
97 $961K
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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