Trifecta Capital Advisors, LLC Q4 2024 Filing

Filed February 4, 2025

Portfolio Value

$506.4B

Holdings

405

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (405 positions)

#StockSharesValue% PortfolioType
1
NDQINVESCO QQQ TR
81,141$41.5B8.19%
2
AAPLAPPLE INC
111,316$27.9B5.51%
3
NVDANVIDIA CORPORATION
205,444$27.6B5.45%
4
MSFTMICROSOFT CORP
60,677$25.6B5.05%
5
AMZNAMAZON COM INC
109,833$24.1B4.76%
6
GOOGALPHABET INC
121,001$23.0B4.55%
7
IJRISHARES TR
178,491$20.6B4.06%
8
IJHISHARES TR
284,197$17.7B3.50%
9
LLYELI LILLY & CO
22,143$17.1B3.38%
10
SPYSPDR S&P 500 ETF TR
28,084$16.5B3.25%
11
IVVISHARES TR
27,650$16.3B3.21%
12
COSTCOSTCO WHSL CORP NEW
15,539$14.2B2.81%
13
MDYSPDR S&P MIDCAP 400 ETF TR
20,629$11.7B2.32%
14
PANWPALO ALTO NETWORKS INC
60,627$11.0B2.18%
15
NOWSERVICENOW INC
8,171$8.7B1.71%
16
AVGOBROADCOM INC
36,828$8.5B1.69%
17
PLTRPALANTIR TECHNOLOGIES INC
110,044$8.3B1.64%
18
METAMETA PLATFORMS INC
13,806$8.1B1.60%
19
CRMSALESFORCE INC
24,071$8.0B1.59%
20
CATCATERPILLAR INC
21,333$7.7B1.53%
21
GSGOLDMAN SACHS GROUP INC
12,846$7.4B1.45%
22
VVISA INC
22,556$7.1B1.41%
23
HDHOME DEPOT INC
17,339$6.7B1.33%
24
ABBVABBVIE INC
36,457$6.5B1.28%
25
DWDMORGAN STANLEY
51,109$6.4B1.27%
26
TMOTHERMO FISHER SCIENTIFIC INC
12,168$6.3B1.25%
27
ISRGINTUITIVE SURGICAL INC
11,514$6.0B1.19%
28
JPMJPMORGAN CHASE & CO.
23,492$5.6B1.11%
29
VRTXVERTEX PHARMACEUTICALS INC
13,965$5.6B1.11%
30
ETNEATON CORP PLC
16,319$5.4B1.07%
31
TJXTJX COS INC NEW
44,691$5.4B1.07%
32
UBERUBER TECHNOLOGIES INC
86,185$5.2B1.03%
33
UNHUNITEDHEALTH GROUP INC
9,940$5.0B0.99%
34
WMTWALMART INC
53,569$4.8B0.96%
35
LMTLOCKHEED MARTIN CORP
9,922$4.8B0.95%
36
BLKBLACKROCK INC
4,397$4.5B0.89%
37
ADBEADOBE INC
9,368$4.2B0.82%
38
IWMISHARES TR
17,328$3.8B0.76%
39
CVXCHEVRON CORP NEW
25,599$3.7B0.73%
40
GOOGLALPHABET INC
18,761$3.6B0.70%
41
BSXBOSTON SCIENTIFIC CORP
38,945$3.5B0.69%
42
AMDADVANCED MICRO DEVICES INC
26,084$3.2B0.62%
43
LHXL3HARRIS TECHNOLOGIES INC
14,769$3.1B0.61%
44
CRWDCROWDSTRIKE HLDGS INC
8,961$3.1B0.61%
45
AMGNAMGEN INC
11,453$3.0B0.59%
46
XLKSELECT SECTOR SPDR TR
12,066$2.8B0.55%
47
SBUXSTARBUCKS CORP
29,429$2.7B0.53%
48
BRK/BBERKSHIRE HATHAWAY INC DEL
5,700$2.6B0.51%
49
VTIVANGUARD INDEX FDS
8,856$2.6B0.51%
50
UNPUNION PAC CORP
10,205$2.3B0.46%
51
AQLTISHARES TR
14,215$1.9B0.37%
52
XLVSELECT SECTOR SPDR TR
10,547$1.5B0.29%
53
VIGVANGUARD SPECIALIZED FUNDS
5,623$1.1B0.22%
54
SHAKSHAKE SHACK INC
8,000$1.0B0.21%
55
MRKMERCK & CO INC
9,665$961.5M0.19%
56
XOMEXXON MOBIL CORP
6,673$717.8M0.14%
57
LOWLOWES COS INC
2,828$698.0M0.14%
58
PGPROCTER AND GAMBLE CO
3,905$654.7M0.13%
59
OEFISHARES TR
2,230$644.1M0.13%
60
VOOVANGUARD INDEX FDS
1,129$608.1M0.12%
61
CDNSCADENCE DESIGN SYSTEM INC
1,849$555.6M0.11%
62
CWBSPDR SER TR
6,835$532.4M0.11%
63
IWOISHARES TR
1,737$499.9M0.10%
64
CSCOCISCO SYS INC
8,294$491.0M0.10%
65
ACNACCENTURE PLC IRELAND
1,386$487.6M0.10%
66
AFWALIGN TECHNOLOGY INC
1,946$405.8M0.08%
67
JNJJOHNSON & JOHNSON
2,483$359.1M0.07%
68
CITCINTAS CORP
1,947$355.7M0.07%
69
TSLATESLA INC
791$319.4M0.06%
70
USBUS BANCORP DEL
6,528$312.2M0.06%
71
VTVVANGUARD INDEX FDS
1,740$294.6M0.06%
72
VWOVANGUARD INTL EQUITY INDEX F
6,348$279.6M0.06%
73
FTNTFORTINET INC
2,876$271.7M0.05%
74
XLYSELECT SECTOR SPDR TR
1,200$269.2M0.05%
75
IDXXIDEXX LABS INC
605$250.1M0.05%
76
IJKISHARES TR
2,540$231.0M0.05%
77
IVEISHARES TR
1,187$226.6M0.04%
78
SPYVSPDR SER TR
4,365$223.2M0.04%
79
BMOBANK MONTREAL QUE
2,300$223.2M0.04%
80
NSCNORFOLK SOUTHN CORP
951$223.2M0.04%
81
IWFISHARES TR
532$213.6M0.04%
82
HYGISHARES TR
2,642$207.8M0.04%
83
DFSEURDISCOVER FINL SVCS
1,142$197.8M0.04%
84
AFGAMERICAN FINL GROUP INC OHIO
1,400$191.7M0.04%
85
AXPAMERICAN EXPRESS CO
616$182.8M0.04%
86
VXFVANGUARD INDEX FDS
943$179.2M0.04%
87
TILTFLEXSHARES TR
823$177.7M0.04%
88
DONSPDR DOW JONES INDL AVERAGE
410$174.5M0.03%
89
DISDISNEY WALT CO
1,541$171.6M0.03%
90
CMGCHIPOTLE MEXICAN GRILL INC
2,800$168.8M0.03%
91
IWBISHARES TR
500$161.1M0.03%
92
HONHONEYWELL INTL INC
696$157.2M0.03%
93
DFACDIMENSIONAL ETF TRUST
4,492$155.4M0.03%
94
KOCOCA COLA CO
2,481$154.5M0.03%
95
ETENERGY TRANSFER L P
7,700$150.8M0.03%
96
ZTSZOETIS INC
914$148.9M0.03%
97
IWPISHARES TR
1,146$145.3M0.03%
98
MRVLMARVELL TECHNOLOGY INC
1,314$145.1M0.03%
99
MCKMCKESSON CORP
227$129.4M0.03%
100
MCDMCDONALDS CORP
422$122.3M0.02%
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