Trivium Point Advisory, LLC Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$805.7B

Holdings

336

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (336 positions)

#StockSharesValue% PortfolioType
1
SPOTSPOTIFY TECHNOLOGY S A
98,893$54.4B6.75%
2
NVDANVIDIA CORPORATION
223,865$24.3B3.01%
3
MSFTMICROSOFT CORP
59,712$22.4B2.78%
4
AAPLAPPLE INC
100,863$22.4B2.78%
5
AMZNAMAZON COM INC
91,533$17.4B2.16%
6
SHYGISHARES TR
314,468$13.4B1.66%
7
GOOGLALPHABET INC
86,240$13.3B1.66%
8
HYGISHARES TR
155,263$12.2B1.52%
9
BILSPDR SER TR
122,757$11.3B1.40%
10
NDQINVESCO QQQ TR
23,946$11.2B1.39%
11
JPMJPMORGAN CHASE & CO.
39,306$9.6B1.20%
12
VVISA INC
26,746$9.4B1.16%
13
MAMASTERCARD INCORPORATED
17,021$9.3B1.16%
14
IHIISHARES TR
146,390$8.8B1.09%
15
TMUST-MOBILE US INC
30,934$8.3B1.02%
16
WMBWILLIAMS COS INC
137,851$8.2B1.02%
17
QQQMINVESCO EXCH TRADED FD TR II
42,668$8.2B1.02%
18
GDXVANECK ETF TRUST
175,992$8.1B1.00%
19
IUSBISHARES TR
171,487$7.9B0.98%
20
UNHUNITEDHEALTH GROUP INC
15,063$7.9B0.98%
21
JCPBJ P MORGAN EXCHANGE TRADED F
157,387$7.4B0.92%
22
BRK/BBERKSHIRE HATHAWAY INC DEL
13,699$7.3B0.91%
23
GOOGALPHABET INC
46,173$7.2B0.90%
24
RWLINVESCO EXCH TRADED FD TR II
72,384$7.2B0.89%
25
SCHXSCHWAB STRATEGIC TR
313,995$6.9B0.86%
26
GQ9SPDR GOLD TR
23,965$6.9B0.86%
27
COSTCOSTCO WHSL CORP NEW
7,177$6.8B0.84%
28
AGNCAGNC INVT CORP
705,239$6.8B0.84%
29
HDHOME DEPOT INC
18,207$6.7B0.83%
30
CPNGCOUPANG INC
302,389$6.6B0.82%
31
XMHQINVESCO EXCHANGE TRADED FD T
70,930$6.5B0.81%
32
LNGCHENIERE ENERGY INC
28,029$6.5B0.81%
33
WMTWALMART INC
70,826$6.2B0.77%
34
TOTLSSGA ACTIVE ETF TR
153,131$6.2B0.77%
35
CITCINTAS CORP
29,734$6.1B0.76%
36
AMLPALPS ETF TR
117,656$6.1B0.76%
37
SPYSPDR S&P 500 ETF TR
10,797$6.0B0.75%
38
BYLDISHARES TR
266,998$6.0B0.74%
39
IWYISHARES TR
26,471$5.6B0.69%
40
TSLATESLA INC
21,403$5.5B0.69%
41
ADBEADOBE INC
14,349$5.5B0.68%
42
MCDMCDONALDS CORP
17,392$5.4B0.67%
43
METAMETA PLATFORMS INC
9,356$5.4B0.67%
44
NEENEXTERA ENERGY INC
68,892$4.9B0.61%
45
ORCLORACLE CORP
34,339$4.8B0.60%
46
TMOTHERMO FISHER SCIENTIFIC INC
9,530$4.7B0.59%
47
TTTRANE TECHNOLOGIES PLC
14,017$4.7B0.59%
48
IJHISHARES TR
79,966$4.7B0.58%
49
CYBRCYBERARK SOFTWARE LTD
13,572$4.6B0.57%
50
AMGNAMGEN INC
14,604$4.5B0.56%
51
ETNEATON CORP PLC
16,357$4.4B0.55%
52
IBNICICI BANK LIMITED
135,969$4.3B0.53%
53
VCITVANGUARD SCOTTSDALE FDS
49,862$4.1B0.51%
54
XOMEXXON MOBIL CORP
33,583$4.0B0.50%
55
EMBISHARES TR
43,668$4.0B0.49%
56
VRTXVERTEX PHARMACEUTICALS INC
7,964$3.9B0.48%
57
PWRQUANTA SVCS INC
14,908$3.8B0.47%
58
EOGEOG RES INC
29,525$3.8B0.47%
59
IVVISHARES TR
6,709$3.8B0.47%
60
SRLNSSGA ACTIVE ETF TR
90,920$3.7B0.46%
61
AVGOBROADCOM INC
22,197$3.7B0.46%
62
AWCAMERICAN WTR WKS CO INC NEW
24,904$3.7B0.46%
63
MIGAMICROSTRATEGY INC
12,665$3.7B0.45%
64
REMISHARES TR
161,368$3.6B0.45%
65
HYDVANECK ETF TRUST
69,850$3.6B0.44%
66
SPGIS&P GLOBAL INC
7,033$3.6B0.44%
67
MLPAGLOBAL X FDS
65,615$3.5B0.43%
68
CMECME GROUP INC
12,930$3.4B0.43%
69
CRMSALESFORCE INC
12,701$3.4B0.42%
70
SKYYFIRST TR EXCHANGE TRADED FD
33,079$3.4B0.42%
71
COFCAPITAL ONE FINL CORP
18,605$3.3B0.41%
72
PEPPEPSICO INC
22,000$3.3B0.41%
73
ASMLASML HOLDING N V
4,803$3.2B0.40%
74
AQLTISHARES TR
42,006$3.2B0.39%
75
PHPARKER-HANNIFIN CORP
5,222$3.2B0.39%
76
HCAHCA HEALTHCARE INC
9,154$3.2B0.39%
77
VBVANGUARD INDEX FDS
14,213$3.2B0.39%
78
CCOCAMECO CORP
75,929$3.1B0.39%
79
GRIDFIRST TR EXCHANGE TRADED FD
27,546$3.1B0.39%
80
NOCNORTHROP GRUMMAN CORP
5,993$3.1B0.38%
81
BKDVBNY MELLON ETF TRUST II
114,086$2.9B0.36%
82
DISDISNEY WALT CO
28,924$2.9B0.35%
83
TJXTJX COS INC NEW
23,190$2.8B0.35%
84
FLBLFRANKLIN TEMPLETON ETF TR
116,686$2.8B0.35%
85
SPHYSPDR SER TR
118,250$2.8B0.34%
86
SCHWSCHWAB CHARLES CORP
34,687$2.7B0.34%
87
ZTSZOETIS INC
16,315$2.7B0.33%
88
AMTAMERICAN TOWER CORP NEW
12,235$2.7B0.33%
89
MOALTRIA GROUP INC
43,133$2.6B0.32%
90
SDVYFIRST TR EXCHANGE-TRADED FD
76,572$2.6B0.32%
91
LINLINDE PLC
5,470$2.5B0.32%
92
IRTINDEPENDENCE RLTY TR INC
118,195$2.5B0.31%
93
IBMINTERNATIONAL BUSINESS MACHS
10,057$2.5B0.31%
94
IGEBISHARES TR
54,659$2.5B0.31%
95
MUMICRON TECHNOLOGY INC
27,949$2.4B0.30%
96
CA8ACACI INTL INC
6,581$2.4B0.30%
97
LLYELI LILLY & CO
2,873$2.4B0.29%
98
ROPROPER TECHNOLOGIES INC
4,010$2.4B0.29%
99
MTZMASTEC INC
19,825$2.3B0.29%
100
PGPROCTER AND GAMBLE CO
13,405$2.3B0.28%
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