Trivium Point Advisory, LLC Q3 2020 Filing

Filed November 10, 2020

Portfolio Value

$283.0M

Holdings

164

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (164 positions)

#StockSharesValue% PortfolioType
1
SPOTSPOTIFY TECHNOLOGY S A
98,048$23.8M8.40%
2
UBERUBER TECHNOLOGIES INC
282,284$10.3M3.64%
3
LYFTLYFT INC
336,632$9.3M3.28%
4
AAPLAPPLE INC
67,138$7.8M2.75%
5
ADBEADOBE SYSTEMS INCORPORATED
12,076$5.9M2.09%
6
MSFTMICROSOFT CORP
26,678$5.6M1.98%
7
BNDVANGUARD BD INDEX FDS
52,758$4.7M1.64%
8
MAMASTERCARD INCORPORATED
12,003$4.1M1.43%
9
VVISA INC
19,922$4.0M1.41%
10
TMOTHERMO FISHER SCIENTIFIC INC
8,839$3.9M1.38%
11
UNHUNITEDHEALTH GROUP INC
11,805$3.7M1.30%
12
AMZNAMAZON COM INC
1,163$3.7M1.29%
13
GOOGLALPHABET INC
2,493$3.7M1.29%
14
METAFACEBOOK INC
13,777$3.6M1.27%
15
DHRDANAHER CORPORATION
16,372$3.5M1.25%
16
BRK/BBERKSHIRE HATHAWAY INC DEL
15,927$3.4M1.20%
17
HDHOME DEPOT INC
11,512$3.2M1.13%
18
BACVERIZON COMMUNICATIONS INC
53,454$3.2M1.12%
19
JPMJPMORGAN CHASE & CO
28,622$2.8M0.97%
20
CMCSACOMCAST CORP NEW
58,755$2.7M0.96%
21
EWEDWARDS LIFESCIENCES CORP
34,040$2.7M0.96%
22
PLDPROLOGIS INC.
26,959$2.7M0.96%
23
NEENEXTERA ENERGY INC
9,671$2.7M0.95%
24
PEPPEPSICO INC
19,125$2.7M0.94%
25
AWCAMERICAN WTR WKS CO INC NEW
18,103$2.6M0.93%
26
MCDMCDONALDS CORP
11,880$2.6M0.92%
27
PGPROCTER AND GAMBLE CO
18,586$2.6M0.91%
28
BRK/BINVESCO QQQ TR
9,286$2.6M0.91%
29
INTCINTEL CORP
48,621$2.5M0.89%
30
ZTSZOETIS INC
15,068$2.5M0.88%
31
ACNACCENTURE PLC IRELAND
10,993$2.5M0.88%
32
LMTLOCKHEED MARTIN CORP
6,366$2.4M0.86%
33
JNJJOHNSON & JOHNSON
16,322$2.4M0.86%
34
COSTCOSTCO WHSL CORP NEW
6,634$2.4M0.83%
35
BABAALIBABA GROUP HLDG LTD
7,921$2.3M0.82%
36
WMTWALMART INC
16,448$2.3M0.81%
37
QUALISHARES TR
21,590$2.2M0.79%
38
8CWCROWN CASTLE INTL CORP NEW
13,376$2.2M0.79%
39
PGXINVESCO EXCH TRADED FD TR II
149,993$2.2M0.78%
40
TAT&T INC
76,562$2.2M0.77%
41
CITCINTAS CORP
6,305$2.1M0.74%
42
MRKMERCK & CO. INC
25,202$2.1M0.74%
43
TMUST-MOBILE US INC
18,261$2.1M0.74%
44
PAYXPAYCHEX INC
26,125$2.1M0.74%
45
MAAMID-AMER APT CMNTYS INC
17,809$2.1M0.73%
46
ROPROPER TECHNOLOGIES INC
5,031$2.0M0.70%
47
PFEPFIZER INC
52,926$1.9M0.69%
48
EQIXEQUINIX INC
2,523$1.9M0.68%
49
AEPAMERICAN ELEC PWR CO INC
22,862$1.9M0.66%
50
BMYBRISTOL-MYERS SQUIBB CO
30,608$1.8M0.65%
51
USMVISHARES TR
28,875$1.8M0.65%
52
FS KKR CAP CORP II
124,648$1.8M0.65%
53
ESEVERSOURCE ENERGY
21,847$1.8M0.64%
54
KOCOCA COLA CO
36,504$1.8M0.64%
55
QCOMQUALCOMM INC
15,056$1.8M0.63%
56
VIGVANGUARD SPECIALIZED FUNDS
13,576$1.7M0.62%
57
ULUNILEVER PLC
28,199$1.7M0.61%
58
HCAHCA HEALTHCARE INC
13,717$1.7M0.60%
59
AGREURAVANGRID INC
33,494$1.7M0.60%
60
SCHDSCHWAB STRATEGIC TR
29,966$1.7M0.59%
61
CMECME GROUP INC
9,506$1.6M0.56%
62
DISDISNEY WALT CO
12,770$1.6M0.56%
63
NNNNATIONAL RETAIL PROPERTIES I
45,653$1.6M0.56%
64
KMBKIMBERLY CLARK CORP
10,617$1.6M0.55%
65
CSCOCISCO SYS INC
39,322$1.5M0.55%
66
BSVVANGUARD BD INDEX FDS
18,656$1.5M0.55%
67
CLCOLGATE PALMOLIVE CO
19,663$1.5M0.54%
68
SCHGSCHWAB STRATEGIC TR
13,013$1.5M0.53%
69
TTTRANE TECHNOLOGIES PLC
12,357$1.5M0.53%
70
DDOMINION ENERGY INC
18,931$1.5M0.53%
71
SONSONOCO PRODS CO
29,035$1.5M0.52%
72
CLXCLOROX CO DEL
7,055$1.5M0.52%
73
IJHISHARES TR
7,897$1.5M0.52%
74
XELXCEL ENERGY INC
21,054$1.5M0.51%
75
DUKDUKE ENERGY CORP NEW
16,289$1.4M0.51%
76
BIPBROOKFIELD INFRAST PARTNERS
30,262$1.4M0.51%
77
SPGIS&P GLOBAL INC
3,978$1.4M0.51%
78
GISGENERAL MLS INC
23,063$1.4M0.50%
79
BCEBCE INC
34,233$1.4M0.50%
80
NOCNORTHROP GRUMMAN CORP
4,466$1.4M0.50%
81
IUSBISHARES TR
25,622$1.4M0.49%
82
BXBLACKSTONE GROUP INC
26,674$1.4M0.49%
83
ARCCARES CAPITAL CORP
99,539$1.4M0.49%
84
SCHXSCHWAB STRATEGIC TR
17,210$1.4M0.49%
85
AJGGALLAGHER ARTHUR J & CO
12,536$1.3M0.47%
86
SPYMSPDR SER TR
33,283$1.3M0.46%
87
HTAEURHEALTHCARE TR AMER INC
50,265$1.3M0.46%
88
AONAON PLC
6,138$1.3M0.45%
89
EMREMERSON ELEC CO
19,126$1.3M0.44%
90
ETRENTERGY CORP NEW
12,577$1.2M0.44%
91
ASMLASML HOLDING N V
3,317$1.2M0.43%
92
HIGHARTFORD FINL SVCS GROUP INC
32,405$1.2M0.42%
93
MOALTRIA GROUP INC
30,769$1.2M0.42%
94
SBUXSTARBUCKS CORP
13,815$1.2M0.42%
95
CVSCVS HEALTH CORP
20,149$1.2M0.42%
96
PNWPINNACLE WEST CAP CORP
15,180$1.1M0.40%
97
4I1PHILIP MORRIS INTL INC
15,087$1.1M0.40%
98
HYEMVANECK VECTORS ETF TR
49,495$1.1M0.40%
99
ESSESSEX PPTY TR INC
5,514$1.1M0.39%
100
XTISHARES TR
22,609$1.1M0.39%
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