Trivant Custom Portfolio Group, LLC has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $163 Billion distributed in 187 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.9B, Nvidia Corp with a value of $9.24B, Microsoft Corp with a value of $8.91B, Flexshares Tr Disciplined Dura with a value of $5.83B, and Alphabet Inc. with a value of $5.72B.
Examining the 13F form we can see an increase of $5.65B in the current position value, from $157B to 163B.
Trivant Custom Portfolio Group, LLC is based out at San Diego, CA
Below you can find more details about Trivant Custom Portfolio Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$163 Billion
Technology: $43.9 Billion
ETFs: $21.4 Billion
Healthcare: $18.7 Billion
Industrials: $18.1 Billion
Consumer Cyclical: $16.6 Billion
Financial Services: $12.7 Billion
Consumer Defensive: $12.5 Billion
Communication Services: $9.55 Billion
Other: $8.92 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
