Trivium Point Advisory, LLC Q1 2021 Filing

Filed May 14, 2021

Portfolio Value

$369.8M

Holdings

197

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (197 positions)

StockValue
SPOTSPOTIFY TECHNOLOGY S A
$26.3M
LYFTLYFT INC
$21.3M
UBERUBER TECHNOLOGIES INC
$15.4M
AAPLAPPLE INC
$8.6M
MSFTMICROSOFT CORP
$7.2M
ADBEADOBE SYSTEMS INCORPORATED
$6.4M
GOOGLALPHABET INC
$5.7M
AMZNAMAZON COM INC
$5.3M
VVISA INC
$4.9M
MAMASTERCARD INCORPORATED
$4.8M
METAFACEBOOK INC
$4.7M
JPMJPMORGAN CHASE & CO
$4.5M
UNHUNITEDHEALTH GROUP INC
$4.4M
TMOTHERMO FISHER SCIENTIFIC INC
$3.9M
BRK/BBERKSHIRE HATHAWAY INC DEL
$3.8M
DHRDANAHER CORPORATION
$3.8M
HDHOME DEPOT INC
$3.7M
IUSBISHARES TR
$3.6M
EWEDWARDS LIFESCIENCES CORP
$3.3M
BNDVANGUARD BD INDEX FDS
$3.2M
NDQINVESCO QQQ TR
$3.2M
PEPPEPSICO INC
$3.2M
QUALISHARES TR
$3.2M
CMCSACOMCAST CORP NEW
$3.1M
NEENEXTERA ENERGY INC
$3.1M
IJHISHARES TR
$3.1M
TMUST-MOBILE US INC
$3.0M
INTCINTEL CORP
$3.0M
MCDMCDONALDS CORP
$2.9M
HCAHCA HEALTHCARE INC
$2.8M
AWCAMERICAN WTR WKS CO INC NEW
$2.8M
ACNACCENTURE PLC IRELAND
$2.8M
DISDISNEY WALT CO
$2.8M
NXPINXP SEMICONDUCTORS N V
$2.7M
JNJJOHNSON & JOHNSON
$2.7M
WMTWALMART INC
$2.6M
ZTSZOETIS INC
$2.6M
BACVERIZON COMMUNICATIONS INC
$2.5M
SCHDSCHWAB STRATEGIC TR
$2.5M
CITCINTAS CORP
$2.5M
SCHXSCHWAB STRATEGIC TR
$2.5M
VIGVANGUARD SPECIALIZED FUNDS
$2.5M
IUSVISHARES TR
$2.4M
BABAALIBABA GROUP HLDG LTD
$2.4M
ALLYALLY FINL INC
$2.4M
TRUTRANSUNION
$2.4M
MAAMID-AMER APT CMNTYS INC
$2.4M
ASMLASML HOLDING N V
$2.3M
PLDPROLOGIS INC.
$2.3M
ROPROPER TECHNOLOGIES INC
$2.3M
PAYXPAYCHEX INC
$2.3M
FS KKR CAP CORP II
$2.3M
COSTCOSTCO WHSL CORP NEW
$2.2M
BXBLACKSTONE GROUP INC
$2.2M
EQIXEQUINIX INC
$2.2M
CMECME GROUP INC
$2.2M
SHWSHERWIN WILLIAMS CO
$2.1M
PGPROCTER AND GAMBLE CO
$2.1M
8CWCROWN CASTLE INTL CORP NEW
$2.1M
LMTLOCKHEED MARTIN CORP
$2.1M
HIGHARTFORD FINL SVCS GROUP INC
$2.1M
SESEA LTD
$2.0M
BSVVANGUARD BD INDEX FDS
$2.0M
FITBFIFTH THIRD BANCORP
$1.9M
QCOMQUALCOMM INC
$1.9M
TAT&T INC
$1.9M
CSCOCISCO SYS INC
$1.9M
KOCOCA COLA CO
$1.9M
NNNNATIONAL RETAIL PROPERTIES I
$1.9M
PGXINVESCO EXCH TRADED FD TR II
$1.9M
MTZMASTEC INC
$1.9M
SBUXSTARBUCKS CORP
$1.8M
MRKMERCK & CO. INC
$1.8M
TTTRANE TECHNOLOGIES PLC
$1.8M
SPGIS&P GLOBAL INC
$1.8M
AONAON PLC
$1.8M
PFEPFIZER INC
$1.7M
EMREMERSON ELEC CO
$1.7M
MOALTRIA GROUP INC
$1.7M
AEPAMERICAN ELEC PWR CO INC
$1.7M
METMETLIFE INC
$1.7M
BMYBRISTOL-MYERS SQUIBB CO
$1.7M
NOCNORTHROP GRUMMAN CORP
$1.7M
CINFCINCINNATI FINL CORP
$1.6M
ESEVERSOURCE ENERGY
$1.6M
PYPLPAYPAL HLDGS INC
$1.6M
SCHGSCHWAB STRATEGIC TR
$1.6M
ARCCARES CAPITAL CORP
$1.6M
AGREURAVANGRID INC
$1.5M
SONSONOCO PRODS CO
$1.5M
EXPEEXPEDIA GROUP INC
$1.5M
UPWKUPWORK INC
$1.5M
LHXL3HARRIS TECHNOLOGIES INC
$1.5M
4I1PHILIP MORRIS INTL INC
$1.5M
SJNKSPDR SER TR
$1.4M
IPINTERNATIONAL PAPER CO
$1.4M
DUKDUKE ENERGY CORP NEW
$1.4M
KMBKIMBERLY-CLARK CORP
$1.4M
NVDANVIDIA CORPORATION
$1.4M
BCEBCE INC
$1.4M
Page 1 of 2Next