Trivant Custom Portfolio Group, LLC Incresed Positions in Q2 2025

Trivant Custom Portfolio Group, LLC

  • $182 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
21.8K
+ 80774.07%
$58.08 - $81.05 $1.27M - $1.77M
21.8K $1.51B
CRWD
Crowd Strike Holdings, Inc.

Technology
66
+ 2.16%
$321.63 - $509.31 $21.2K - $33.6K
3.12K $1.59B
MELI
Mercadolibre Inc

Consumer Cyclical
9
+ 1.26%
$1794.73 - $2613.63 $16.2K - $23.5K
723 $1.89B
ORCL
Oracle Corp

Technology
836
+ 26.05%
$122.82 - $218.63 $103K - $183K
4.05K $884M
NFLX
Netflix Inc

Communication Services
42
+ 4.5%
$855.86 - $1339.13 $35.9K - $56.2K
975 $1.31B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.92K
+ 6.46%
$102.02 - $103.5 $400K - $406K
64.7K $6.66B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.39K
+ 22.23%
$58.41 - $72.69 $140K - $174K
13.1K $955M
UBS
Ubs Group Ag

Financial Services
374
+ 0.58%
$26.12 - $33.82 $9.77K - $12.6K
64.5K $2.18B
LLY
Eli Lilly & CO

Healthcare
352
+ 27.16%
$713.71 - $898.95 $251K - $316K
1.65K $1.28B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.27K
+ 6.67%
$34.72 - $42.74 $78.7K - $96.9K
36.3K $1.55B
LNG
Cheniere Energy, Inc.

Energy
75
+ 0.79%
$197.25 - $244.33 $14.8K - $18.3K
9.62K $2.34B
TSLA
Tesla, Inc.

Consumer Cyclical
15
+ 1.21%
$221.86 - $362.89 $3.33K - $5.44K
1.25K $397M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
686
+ 13.72%
$65.1 - $75.98 $44.7K - $52.1K
5.69K $432M
EFA
Ishares Tr Msci Eafe ETF

ETFs
375
+ 11.09%
$72.96 - $90.39 $27.4K - $33.9K
3.76K $336M
Regan Total Return Income Institutional
886
+ 0.2%
N/A
449K $4.3B
INFY
Infosys LTD

Technology
683
+ 1.33%
$16.14 - $18.75 $11K - $12.8K
52K $963M
AZO
Autozone Inc

Consumer Cyclical
13
+ 2.65%
$3478.38 - $3880.15 $45.2K - $50.4K
503 $1.87B
PGR
Progressive Corp

Financial Services
176
+ 4.82%
$255.27 - $288.74 $44.9K - $50.8K
3.83K $1.02B
SNY
Sanofi

Healthcare
774
+ 4.38%
$47.62 - $55.44 $36.9K - $42.9K
18.5K $892M
FISV
Fiserv Inc

Technology
389
+ 7.53%
N/A
5.55K $957M
Activity Summary
Buys All Purchases 49 New Holdings 28 Increased Positions 21 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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