Trifecta Capital Advisors, LLC Portfolio Holdings
Trifecta Capital Advisors, LLC
- $601 Billion
- Q2 2025
Trifecta Capital Advisors, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $601 Billion distributed in 479 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 $45.8B, Nvidia Corp with a value of $36.5B, Microsoft Corp with a value of $34.1B, Amazon Com Inc with a value of $27.4B, and Apple Inc. with a value of $26.2B.
Examining the 13F form we can see an increase of $124B in the current position value, from $477B to 601B.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 479
- Current Value $601 Billion
- Prior Value $477 Billion
- Filing
- Period Q2 2025
- Filing Date July 23, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 99 stocks
- Additional Purchases 119 stocks
- Sold out of 0 stocks
- Reduced holdings in 44 stocks