Trivium Point Advisory, LLC Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$671.2M

Holdings

300

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (300 positions)

#StockSharesValue% PortfolioType
101
MGVVANGUARD WORLD FD
2,371$280K0.04%
102
TYLTYLER TECHNOLOGIES INC
550$276K0.04%
103
VSTVISTRA CORP
3,198$274K0.04%
104
KLMNINVESCO EXCH TRADED FD TR II
3,140$274K0.04%
105
STXSEAGATE TECHNOLOGY HLDNGS PL
2,657$274K0.04%
106
VSSVANGUARD INTL EQUITY INDEX F
2,308$271K0.04%
107
PAYXPAYCHEX INC
2,283$270K0.04%
108
CDNSCADENCE DESIGN SYSTEM INC
872$268K0.04%
109
EWEDWARDS LIFESCIENCES CORP
2,893$267K0.04%
110
XPOXPO INC
2,490$264K0.04%
111
AQLTISHARES TR
2,180$263K0.04%
112
SPDWSPDR INDEX SHS FDS
7,430$260K0.04%
113
IDEVISHARES TR
3,966$260K0.04%
114
GDGENERAL DYNAMICS CORP
879$254K0.04%
115
GILDGILEAD SCIENCES INC
3,648$250K0.04%
116
ESSESSEX PPTY TR INC
920$250K0.04%
117
8CWCROWN CASTLE INC
2,532$247K0.04%
118
SPEMSPDR INDEX SHS FDS
6,511$245K0.04%
119
SHYISHARES TR
3,010$245K0.04%
120
SYKSTRYKER CORPORATION
719$244K0.04%
121
IWFISHARES TR
658$239K0.04%
122
SCHFSCHWAB STRATEGIC TR
6,022$231K0.03%
123
ARCCARES CAPITAL CORP
11,099$231K0.03%
124
ACGLARCH CAP GROUP LTD
2,264$228K0.03%
125
GSGOLDMAN SACHS GROUP INC
502$227K0.03%
126
IVWISHARES TR
2,445$226K0.03%
127
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,294$224K0.03%
128
CRWDCROWDSTRIKE HLDGS INC
585$224K0.03%
129
SOSOUTHERN CO
2,874$222K0.03%
130
IWPISHARES TR
2,015$222K0.03%
131
MSIMOTOROLA SOLUTIONS INC
569$219K0.03%
132
REGNREGENERON PHARMACEUTICALS
209$219K0.03%
133
TTDTHE TRADE DESK INC
2,247$219K0.03%
134
BKNGBOOKING HOLDINGS INC
55$217K0.03%
135
SNOWSNOWFLAKE INC
1,580$213K0.03%
136
VGKVANGUARD INTL EQUITY INDEX F
3,192$213K0.03%
137
JEFJEFFERIES FINL GROUP INC
4,225$210K0.03%
138
INTUINTUIT
317$208K0.03%
139
WMWASTE MGMT INC DEL
972$207K0.03%
140
XLFSELECT SECTOR SPDR TR
5,046$207K0.03%
141
DKNGDRAFTKINGS INC NEW
5,399$206K0.03%
142
DHRDANAHER CORPORATION
813$203K0.03%
143
IGEBISHARES TR
4,554$201K0.03%
144
BRSPBRIGHTSPIRE CAPITAL INC
24,321$138K0.02%
145
VERUEURVERU INC
20,000$16K0.00%
146
SHYGISHARES TR
307,493$00.00%
147
BILSPDR SER TR
98,898$00.00%
148
UNHUNITEDHEALTH GROUP INC
14,026$00.00%
149
KLACKLA CORP
2,450$00.00%
150
AMTAMERICAN TOWER CORP NEW
14,090$00.00%
151
JNJJOHNSON & JOHNSON
7,504$00.00%
152
SLBSCHLUMBERGER LTD
27,937$00.00%
153
IUSBISHARES TR
161,084$00.00%
154
IGSBISHARES TR
28,772$00.00%
155
EWJISHARES INC
72,173$00.00%
156
MUBISHARES TR
10,795$00.00%
157
CPNGCOUPANG INC
120,669$00.00%
158
DISDISNEY WALT CO
31,472$00.00%
159
SCHDSCHWAB STRATEGIC TR
48,849$00.00%
160
XARSPDR SER TR
11,505$00.00%
161
NVDANVIDIA CORPORATION
180,208$00.00%
162
IRTINDEPENDENCE RLTY TR INC
121,118$00.00%
163
XOMEXXON MOBIL CORP
31,050$00.00%
164
ASMLASML HOLDING N V
4,836$00.00%
165
SPYSPDR S&P 500 ETF TR
5,577$00.00%
166
VOOVANGUARD INDEX FDS
3,592$00.00%
167
CSCOCISCO SYS INC
21,816$00.00%
168
SSOPROSHARES TR
16,660$00.00%
169
ROPROPER TECHNOLOGIES INC
5,473$00.00%
170
MINTPIMCO ETF TR
13,848$00.00%
171
IHIISHARES TR
108,414$00.00%
172
COSTCOSTCO WHSL CORP NEW
8,326$00.00%
173
TTTRANE TECHNOLOGIES PLC
11,392$00.00%
174
AWCAMERICAN WTR WKS CO INC NEW
29,844$00.00%
175
FSKFS KKR CAP CORP
136,087$00.00%
176
EOGEOG RES INC
54,730$00.00%
177
CYBRCYBERARK SOFTWARE LTD
9,126$00.00%
178
MPCMARATHON PETE CORP
7,746$00.00%
179
SPHYSPDR SER TR
83,752$00.00%
180
HIGHARTFORD FINL SVCS GROUP INC
15,006$00.00%
181
IVVISHARES TR
1,890$00.00%
182
PLDPROLOGIS INC.
13,441$00.00%
183
HYGISHARES TR
184,649$00.00%
184
AVGOBROADCOM INC
2,001$00.00%
185
EQWLINVESCO EXCHANGE TRADED FD T
12,499$00.00%
186
XLESELECT SECTOR SPDR TR
17,499$00.00%
187
TSLATESLA INC
19,159$00.00%
188
GRIDFIRST TR EXCHANGE TRADED FD
24,738$00.00%
189
AGNCAGNC INVT CORP
533,240$00.00%
190
TJXTJX COS INC NEW
19,699$00.00%
191
COFCAPITAL ONE FINL CORP
16,703$00.00%
192
ABBVABBVIE INC
11,005$00.00%
193
NEENEXTERA ENERGY INC
72,628$00.00%
194
SCHXSCHWAB STRATEGIC TR
69,471$00.00%
195
METAMETA PLATFORMS INC
6,345$00.00%
196
MRKMERCK & CO INC
15,840$00.00%
197
ITOTISHARES TR
14,013$00.00%
198
SPYMSPDR SER TR
18,173$00.00%
199
SNPSSYNOPSYS INC
5,479$00.00%
200
WMBWILLIAMS COS INC
129,124$00.00%
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