Trifecta Capital Advisors, LLC has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $452 Billion distributed in 419 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $38.3B, Microsoft Corp with a value of $26B, Nvidia Corp with a value of $25.5B, Apple Inc. with a value of $23.8B, and Alphabet Inc. with a value of $22.1B.
Examining the 13F form we can see an increase of $40.8B in the current position value, from $411B to 452B.
Trifecta Capital Advisors, LLC is based out at Northbrook, IL
Below you can find more details about Trifecta Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$452 Billion
ETFs: $125 Billion
Technology: $124 Billion
Healthcare: $60.3 Billion
Consumer Cyclical: $34.7 Billion
Communication Services: $32.1 Billion
Financial Services: $28.8 Billion
Industrials: $22.4 Billion
Consumer Defensive: $17.4 Billion
Other: $5.99 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions