Trifecta Capital Advisors, LLC Q1 2025 Filing

Filed April 21, 2025

Portfolio Value

$477.2B

Holdings

413

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (413 positions)

#StockSharesValue% PortfolioType
1
NDQINVESCO QQQ TR
80,800$37.9B7.94%
2
AAPLAPPLE INC
113,446$25.2B5.28%
3
MSFTMICROSOFT CORP
61,488$23.1B4.84%
4
NVDANVIDIA CORPORATION
208,359$22.6B4.73%
5
AMZNAMAZON COM INC
110,728$21.1B4.41%
6
IJRISHARES TR
192,585$20.1B4.22%
7
LLYELI LILLY & CO
22,069$18.2B3.82%
8
GOOGALPHABET INC
116,546$18.2B3.82%
9
IJHISHARES TR
289,013$16.9B3.53%
10
IVVISHARES TR
27,258$15.3B3.21%
11
SPYSPDR S&P 500 ETF TR
26,899$15.0B3.15%
12
COSTCOSTCO WHSL CORP NEW
15,607$14.8B3.09%
13
MDYSPDR S&P MIDCAP 400 ETF TR
20,254$10.8B2.26%
14
PANWPALO ALTO NETWORKS INC
61,219$10.4B2.19%
15
METAMETA PLATFORMS INC
14,751$8.5B1.78%
16
VVISA INC
22,882$8.0B1.68%
17
ABBVABBVIE INC
37,364$7.8B1.64%
18
CATCATERPILLAR INC
21,647$7.1B1.50%
19
GSGOLDMAN SACHS GROUP INC
12,921$7.1B1.48%
20
VRTXVERTEX PHARMACEUTICALS INC
14,538$7.0B1.48%
21
UBERUBER TECHNOLOGIES INC
93,931$6.8B1.43%
22
PLTRPALANTIR TECHNOLOGIES INC
80,775$6.8B1.43%
23
NOWSERVICENOW INC
8,470$6.7B1.41%
24
AVGOBROADCOM INC
39,623$6.6B1.39%
25
CRMSALESFORCE INC
24,482$6.6B1.38%
26
HDHOME DEPOT INC
17,759$6.5B1.36%
27
ISRGINTUITIVE SURGICAL INC
12,566$6.2B1.30%
28
CRWDCROWDSTRIKE HLDGS INC
16,941$6.0B1.25%
29
TMOTHERMO FISHER SCIENTIFIC INC
11,993$6.0B1.25%
30
DWDMORGAN STANLEY
50,272$5.9B1.23%
31
JPMJPMORGAN CHASE & CO.
23,897$5.9B1.23%
32
TJXTJX COS INC NEW
44,370$5.4B1.13%
33
UNHUNITEDHEALTH GROUP INC
9,879$5.2B1.08%
34
ETNEATON CORP PLC
17,789$4.8B1.01%
35
WMTWALMART INC
52,939$4.6B0.97%
36
LMTLOCKHEED MARTIN CORP
10,034$4.5B0.94%
37
BLKBLACKROCK INC
4,653$4.4B0.92%
38
BSXBOSTON SCIENTIFIC CORP
43,401$4.4B0.92%
39
AMGNAMGEN INC
12,596$3.9B0.82%
40
ADBEADOBE INC
8,918$3.4B0.72%
41
ORCLORACLE CORP
24,133$3.4B0.71%
42
IWMISHARES TR
16,797$3.4B0.70%
43
LHXL3HARRIS TECHNOLOGIES INC
14,407$3.0B0.63%
44
SBUXSTARBUCKS CORP
29,585$2.9B0.61%
45
GOOGLALPHABET INC
18,472$2.9B0.60%
46
AMDADVANCED MICRO DEVICES INC
26,991$2.8B0.58%
47
VTIVANGUARD INDEX FDS
8,856$2.4B0.51%
48
UNPUNION PAC CORP
10,261$2.4B0.51%
49
XLKSELECT SECTOR SPDR TR
11,325$2.3B0.49%
50
BRK/BBERKSHIRE HATHAWAY INC DEL
4,286$2.3B0.48%
51
AQLTISHARES TR
14,215$1.9B0.40%
52
XLVSELECT SECTOR SPDR TR
10,973$1.6B0.34%
53
VIGVANGUARD SPECIALIZED FUNDS
5,629$1.1B0.23%
54
XOMEXXON MOBIL CORP
6,079$723.0M0.15%
55
VOOVANGUARD INDEX FDS
1,384$711.1M0.15%
56
PGPROCTER AND GAMBLE CO
3,914$667.0M0.14%
57
SHAKSHAKE SHACK INC
7,200$634.8M0.13%
58
CVXCHEVRON CORP NEW
3,691$617.5M0.13%
59
OEFISHARES TR
2,230$604.0M0.13%
60
MRKMERCK & CO INC
5,845$524.6M0.11%
61
CWBSPDR SER TR
6,835$523.7M0.11%
62
CSCOCISCO SYS INC
8,294$511.8M0.11%
63
IWOISHARES TR
1,737$443.9M0.09%
64
JNJJOHNSON & JOHNSON
2,445$405.5M0.08%
65
ACNACCENTURE PLC IRELAND
1,186$370.1M0.08%
66
CITCINTAS CORP
1,747$359.1M0.08%
67
LOWLOWES COS INC
1,528$356.4M0.07%
68
VWOVANGUARD INTL EQUITY INDEX F
6,348$287.3M0.06%
69
CDNSCADENCE DESIGN SYSTEM INC
1,099$279.5M0.06%
70
USBUS BANCORP DEL
6,108$257.9M0.05%
71
IDXXIDEXX LABS INC
605$254.1M0.05%
72
XLYSELECT SECTOR SPDR TR
1,200$237.0M0.05%
73
SPYVSPDR SER TR
4,365$222.9M0.05%
74
AFWALIGN TECHNOLOGY INC
1,336$212.2M0.04%
75
IJKISHARES TR
2,540$211.5M0.04%
76
TSLATESLA INC
805$208.6M0.04%
77
HYGISHARES TR
2,642$208.4M0.04%
78
DFSEURDISCOVER FINL SVCS
1,142$194.9M0.04%
79
NSCNORFOLK SOUTHN CORP
785$185.9M0.04%
80
AFGAMERICAN FINL GROUP INC OHIO
1,400$183.9M0.04%
81
IWFISHARES TR
482$174.0M0.04%
82
DONSPDR DOW JONES INDL AVERAGE
410$172.2M0.04%
83
VUGVANGUARD INDEX FDS
458$169.8M0.04%
84
TILTFLEXSHARES TR
823$169.3M0.04%
85
AXPAMERICAN EXPRESS CO
616$165.7M0.03%
86
VXFVANGUARD INDEX FDS
943$162.4M0.03%
87
BMOBANK MONTREAL QUE
1,700$162.4M0.03%
88
KOCOCA COLA CO
2,197$157.3M0.03%
89
IWBISHARES TR
500$153.4M0.03%
90
MCKMCKESSON CORP
227$152.8M0.03%
91
DISDISNEY WALT CO
1,540$152.0M0.03%
92
ZTSZOETIS INC
914$150.5M0.03%
93
DFACDIMENSIONAL ETF TRUST
4,492$148.2M0.03%
94
ETENERGY TRANSFER L P
7,700$143.1M0.03%
95
FTNTFORTINET INC
1,476$142.1M0.03%
96
CMGCHIPOTLE MEXICAN GRILL INC
2,800$140.6M0.03%
97
HONHONEYWELL INTL INC
658$139.3M0.03%
98
IWPISHARES TR
1,146$134.6M0.03%
99
GEGE AEROSPACE
641$128.3M0.03%
100
MLB1MERCADOLIBRE INC
60$117.1M0.02%
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