Trivium Point Advisory, LLC Q4 2021 Filing

Filed February 10, 2022

Portfolio Value

$3.2B

Holdings

508

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (508 positions)

StockValue
LYFTLYFT INC
$104.9M
UBERUBER TECHNOLOGIES INC
$86.2M
MSFTMICROSOFT CORP
$78.7M
CPNGCOUPANG INC
$70.1M
GOOGLALPHABET INC
$61.4M
ADBEADOBE SYSTEMS INCORPORATED
$56.6M
GRABGRAB HOLDINGS LIMITED
$53.9M
BSVVANGUARD BD INDEX FDS
$48.8M
SCHXSCHWAB STRATEGIC TR
$45.1M
QUALISHARES TR
$44.6M
VVISA INC
$41.9M
HYGISHARES TR
$40.8M
UNHUNITEDHEALTH GROUP INC
$40.7M
METAMETA PLATFORMS INC
$40.4M
HDHOME DEPOT INC
$39.1M
MAMASTERCARD INCORPORATED
$38.9M
AAPLAPPLE INC
$38.6M
TMOTHERMO FISHER SCIENTIFIC INC
$38.5M
JPMJPMORGAN CHASE & CO
$38.5M
IUSVISHARES TR
$37.9M
DHRDANAHER CORPORATION
$35.6M
NXPINXP SEMICONDUCTORS N V
$31.3M
PEPPEPSICO INC
$30.9M
IRTINDEPENDENCE RLTY TR INC
$30.7M
STIPISHARES TR
$30.5M
COSTCOSTCO WHSL CORP NEW
$29.8M
HCAHCA HEALTHCARE INC
$27.4M
ACNACCENTURE PLC IRELAND
$27.3M
MCDMCDONALDS CORP
$27.1M
SCHDSCHWAB STRATEGIC TR
$27.0M
NEENEXTERA ENERGY INC
$25.7M
FTSLFIRST TR EXCHANGE-TRADED FD
$25.2M
DISDISNEY WALT CO
$24.3M
FSKFS KKR CAP CORP
$24.0M
ALLYALLY FINL INC
$23.2M
WMTWALMART INC
$23.2M
SHWSHERWIN WILLIAMS CO
$23.2M
IJHISHARES TR
$23.1M
TMUST-MOBILE US INC
$22.9M
TRUTRANSUNION
$22.4M
CMCSACOMCAST CORP NEW
$22.4M
CITCINTAS CORP
$22.1M
AMZNAMAZON COM INC
$22.0M
BXBLACKSTONE INC
$21.9M
SJNKSPDR SER TR
$21.9M
ASMLASML HOLDING N V
$21.5M
ZTSZOETIS INC
$21.2M
NVDANVIDIA CORPORATION
$20.7M
ROPROPER TECHNOLOGIES INC
$20.5M
MTUMISHARES TR
$19.8M
EXPEEXPEDIA GROUP INC
$19.8M
HYEMVANECK ETF TRUST
$19.6M
CMECME GROUP INC
$18.7M
EQIXEQUINIX INC
$18.6M
PFEPFIZER INC
$18.4M
CSCOCISCO SYS INC
$18.3M
QCOMQUALCOMM INC
$18.3M
PGPROCTER AND GAMBLE CO
$17.5M
AONAON PLC
$17.4M
FITBFIFTH THIRD BANCORP
$17.0M
SPGIS&P GLOBAL INC
$16.5M
SBUXSTARBUCKS CORP
$16.5M
NDQINVESCO QQQ TR
$16.5M
BACVERIZON COMMUNICATIONS INC
$16.2M
PLDPROLOGIS INC
$16.0M
NOCNORTHROP GRUMMAN CORP
$16.0M
IWMISHARES TR
$15.7M
EWEDWARDS LIFESCIENCES CORP
$15.7M
TTTRANE TECHNOLOGIES PLC
$15.4M
PAYXPAYCHEX INC
$15.4M
MAAMID-AMER APT CMNTYS INC
$15.2M
HIGHARTFORD FINL SVCS GROUP INC
$14.8M
BRK/BBERKSHIRE HATHAWAY INC DEL
$14.8M
PYPLPAYPAL HLDGS INC
$14.8M
SCHGSCHWAB STRATEGIC TR
$14.6M
4I1PHILIP MORRIS INTL INC
$14.2M
LMTLOCKHEED MARTIN CORP
$14.1M
COPCONOCOPHILLIPS
$14.0M
MTZMASTEC INC
$13.4M
SPOTSPOTIFY TECHNOLOGY S A
$13.4M
EMREMERSON ELEC CO
$13.3M
MRKMERCK & CO INC
$13.0M
SESEA LTD
$12.7M
KEYKEYCORP
$12.4M
MPCMARATHON PETE CORP
$12.3M
METMETLIFE INC
$12.3M
GOOGALPHABET INC
$12.2M
CINFCINCINNATI FINL CORP
$12.2M
8CWCROWN CASTLE INTL CORP NEW
$12.0M
KOCOCA COLA CO
$12.0M
WMBWILLIAMS COS INC
$11.8M
NNNNATIONAL RETAIL PROPERTIES I
$11.4M
AQLTISHARES TR
$11.4M
ODFLOLD DOMINION FREIGHT LINE IN
$11.4M
URIUNITED RENTALS INC
$11.1M
ITOTISHARES TR
$11.1M
CFGCITIZENS FINL GROUP INC
$10.8M
XSDSPDR SER TR
$10.5M
FT2FIRST HORIZON CORPORATION
$10.1M
MOALTRIA GROUP INC
$9.9M
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