Trivium Point Advisory, LLC Q2 2023 Filing

Filed July 13, 2023

Portfolio Value

$369.6B

Holdings

196

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (196 positions)

#StockSharesValue% PortfolioType
1
PKSTPEAKSTONE REALTY TRUST
34,257$956.5M0.26%
2
CFGCITIZENS FINL GROUP INC
36,658$956.0M0.26%
3
TSLATESLA INC
3,647$954.7M0.26%
4
8CWCROWN CASTLE INC
8,288$944.3M0.26%
5
USBUS BANCORP DEL
27,883$921.3M0.25%
6
TAT&T INC
57,290$913.8M0.25%
7
DDOMINION ENERGY INC
17,409$901.6M0.24%
8
PANWPALO ALTO NETWORKS INC
3,375$862.3M0.23%
9
AMTAMERICAN TOWER CORP NEW
4,402$853.7M0.23%
10
ABBVABBVIE INC
6,254$842.6M0.23%
11
IGSBISHARES TR
16,507$828.1M0.22%
12
AGREURAVANGRID INC
21,926$826.2M0.22%
13
SRESEMPRA
5,626$819.1M0.22%
14
TRVCCITIGROUP INC
17,774$818.3M0.22%
15
UNMUNUM GROUP
17,118$816.5M0.22%
16
CRMSALESFORCE INC
3,602$761.0M0.21%
17
AONAON PLC
2,174$750.5M0.20%
18
IVVISHARES TR
1,575$702.0M0.19%
19
GVIISHARES TR
6,750$694.6M0.19%
20
CBCHUBB LIMITED
3,602$693.6M0.19%
21
MAAMID-AMER APT CMNTYS INC
4,507$684.4M0.19%
22
BENFRANKLIN RESOURCES INC
25,106$670.6M0.18%
23
FFORD MTR CO DEL
42,821$647.9M0.18%
24
PAYXPAYCHEX INC
5,773$645.8M0.17%
25
DOXAMDOCS LTD
6,500$642.5M0.17%
26
NINISOURCE INC
23,300$637.3M0.17%
27
RBLXROBLOX CORP
15,500$624.6M0.17%
28
SESEA LTD
10,752$624.0M0.17%
29
PXDEURPIONEER NAT RES CO
2,969$615.1M0.17%
30
XIFRNEXTERA ENERGY PARTNERS LP
10,487$615.0M0.17%
31
UNPUNION PAC CORP
2,940$601.6M0.16%
32
SPYSPDR S&P 500 ETF TR
1,287$570.3M0.15%
33
FT2FIRST HORIZON CORPORATION
49,879$562.1M0.15%
34
SPHQINVESCO EXCHANGE TRADED FD T
11,000$555.0M0.15%
35
WHRWHIRLPOOL CORP
3,705$551.3M0.15%
36
7HPHP INC
17,273$530.5M0.14%
37
ETNEATON CORP PLC
2,576$518.0M0.14%
38
SCHMSCHWAB STRATEGIC TR
7,260$515.7M0.14%
39
VRTXVERTEX PHARMACEUTICALS INC
1,446$508.9M0.14%
40
AOAISHARES TR
7,444$493.8M0.13%
41
WENWENDYS CO
22,405$487.3M0.13%
42
NOWSERVICENOW INC
832$467.6M0.13%
43
ULSTSSGA ACTIVE ETF TR
11,419$459.6M0.12%
44
COPCONOCOPHILLIPS
4,344$450.1M0.12%
45
DC4DEXCOM INC
3,471$446.1M0.12%
46
VGSHVANGUARD SCOTTSDALE FDS
7,665$442.5M0.12%
47
VBVANGUARD INDEX FDS
2,129$423.4M0.11%
48
TTDTHE TRADE DESK INC
5,366$414.4M0.11%
49
SPGSIMON PPTY GROUP INC NEW
3,379$390.2M0.11%
50
MRNAMODERNA INC
3,188$387.3M0.10%
51
SSOPROSHARES TR
5,691$330.9M0.09%
52
BXBLACKSTONE INC
3,454$321.1M0.09%
53
BMYBRISTOL-MYERS SQUIBB CO
4,951$316.6M0.09%
54
GWWGRAINGER W W INC
400$315.4M0.09%
55
ORCLORACLE CORP
2,528$301.1M0.08%
56
ABGAMERISOURCEBERGEN CORP
1,543$296.9M0.08%
57
ARESARES MANAGEMENT CORPORATION
3,080$296.7M0.08%
58
FNDESCHWAB STRATEGIC TR
10,457$279.9M0.08%
59
BACBANK AMERICA CORP
9,703$278.4M0.08%
60
IGIBISHARES TR
5,337$269.9M0.07%
61
VEEVVEEVA SYS INC
1,356$268.1M0.07%
62
VOOVANGUARD INDEX FDS
630$256.8M0.07%
63
DYHTARGET CORP
1,925$253.9M0.07%
64
GQ9SPDR GOLD TR
1,382$246.4M0.07%
65
SPEMSPDR INDEX SHS FDS
7,103$244.2M0.07%
66
NLYANNALY CAPITAL MANAGEMENT IN
12,012$240.4M0.07%
67
SPYMSPDR SER TR
4,519$235.5M0.06%
68
REMISHARES TR
9,921$234.1M0.06%
69
BRSPBRIGHTSPIRE CAPITAL INC
33,487$225.4M0.06%
70
TYLTYLER TECHNOLOGIES INC
537$223.6M0.06%
71
BILLBILL HOLDINGS INC
1,882$219.9M0.06%
72
FNDASCHWAB STRATEGIC TR
4,294$216.6M0.06%
73
FMATFIDELITY COVINGTON TRUST
4,393$205.0M0.06%
74
AMGNAMGEN INC
918$203.8M0.06%
75
METAMETA PLATFORMS INC
707$202.9M0.05%
76
AGNCAGNC INVT CORP
12,100$122.6M0.03%
77
ENZBENZO BIOCHEM INC
19,500$35.9M0.01%
78
VERUEURVERU INC
20,000$23.8M0.01%
79
MYPSWPLAYSTUDIOS INC
10,000$6.8M0.00%
80
PAYOPAYONEER GLOBAL INC
10,000$5.0M0.00%
81
BRZHWBREEZE HOLDINGS ACQUISITN CO
10,000$1.4M0.00%
82
CELG-RBRISTOL-MYERS SQUIBB CO
10,000$1.1M0.00%
83
OPFI/WSOPPFI INC
10,000$700K0.00%
84
VIEW INC
52,100$599K0.00%
85
AAPLAPPLE INC
71,877$13K0.00%
86
MSFTMICROSOFT CORP
37,477$12K0.00%
87
HYGISHARES TR
147,078$11K0.00%
88
SHYGISHARES TR
220,378$9K0.00%
89
AMZNAMAZON COM INC
64,294$8K0.00%
90
GOOGLALPHABET INC
68,994$8K0.00%
91
ADBEADOBE SYSTEMS INCORPORATED
15,793$7K0.00%
92
UNHUNITEDHEALTH GROUP INC
12,572$6K0.00%
93
MAMASTERCARD INCORPORATED
16,411$6K0.00%
94
BRK/BBERKSHIRE HATHAWAY INC DEL
15,670$5K0.00%
95
IUSBISHARES TR
119,255$5K0.00%
96
VVISA INC
24,914$5K0.00%
97
CITCINTAS CORP
8,475$4K0.00%
98
MCDMCDONALDS CORP
16,275$4K0.00%
99
COSTCOSTCO WHSL CORP NEW
7,658$4K0.00%
100
CPNGCOUPANG INC
262,110$4K0.00%
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