Trifecta Capital Advisors, LLC Q1 2025 Filing

Filed April 21, 2025

Portfolio Value

$477.2B

Holdings

413

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (413 positions)

#StockSharesValue% PortfolioType
201
DOWDOW INC
429$15.0M0.00%
202
ENBENBRIDGE INC
334$14.8M0.00%
203
CMCSACOMCAST CORP NEW
400$14.8M0.00%
204
FNXFIRST TR MID CAP CORE ALPHAD
134$14.6M0.00%
205
SAPSAP SE
53$14.2M0.00%
206
UALUNITED AIRLS HLDGS INC
205$14.2M0.00%
207
OLEDUNIVERSAL DISPLAY CORP
100$13.9M0.00%
208
IBMINTERNATIONAL BUSINESS MACHS
55$13.7M0.00%
209
QCOMQUALCOMM INC
86$13.2M0.00%
210
VMCVULCAN MATLS CO
50$11.7M0.00%
211
BACBANK AMERICA CORP
278$11.6M0.00%
212
TAT&T INC
397$11.2M0.00%
213
WFCWELLS FARGO CO NEW
152$10.9M0.00%
214
COFCAPITAL ONE FINL CORP
59$10.6M0.00%
215
NOCNORTHROP GRUMMAN CORP
19$9.7M0.00%
216
ARKGARK ETF TR
465$9.7M0.00%
217
APOAPOLLO GLOBAL MGMT INC
70$9.6M0.00%
218
METMETLIFE INC
111$8.9M0.00%
219
VCITVANGUARD SCOTTSDALE FDS
107$8.7M0.00%
220
4I1PHILIP MORRIS INTL INC
55$8.7M0.00%
221
ORLYOREILLY AUTOMOTIVE INC
6$8.6M0.00%
222
TXNTEXAS INSTRS INC
45$8.1M0.00%
223
PLDPROLOGIS INC.
70$7.8M0.00%
224
SCHASCHWAB STRATEGIC TR
326$7.6M0.00%
225
FANGDIAMONDBACK ENERGY INC
45$7.2M0.00%
226
CBRECBRE GROUP INC
55$7.2M0.00%
227
ELVELEVANCE HEALTH INC
16$7.0M0.00%
228
DELLDELL TECHNOLOGIES INC
71$6.5M0.00%
229
ALSALLSTATE CORP
31$6.4M0.00%
230
LENLENNAR CORP
55$6.3M0.00%
231
APHAMPHENOL CORP NEW
96$6.3M0.00%
232
FISVFISERV INC
28$6.2M0.00%
233
MPCMARATHON PETE CORP
42$6.1M0.00%
234
SPGIS&P GLOBAL INC
12$6.1M0.00%
235
NRANRG ENERGY INC
61$5.8M0.00%
236
ABGCENCORA INC
20$5.6M0.00%
237
INTUINTUIT
9$5.5M0.00%
238
CBCHUBB LIMITED
17$5.1M0.00%
239
NDAQNASDAQ INC
66$5.0M0.00%
240
MOALTRIA GROUP INC
79$4.7M0.00%
241
AFLAFLAC INC
42$4.7M0.00%
242
ITGARTNER INC
11$4.6M0.00%
243
TRVCCITIGROUP INC
65$4.6M0.00%
244
DHRDANAHER CORPORATION
22$4.5M0.00%
245
DHID R HORTON INC
35$4.5M0.00%
246
ICEINTERCONTINENTAL EXCHANGE IN
25$4.3M0.00%
247
PNCPNC FINL SVCS GROUP INC
24$4.2M0.00%
248
MSIMOTOROLA SOLUTIONS INC
9$3.9M0.00%
249
FCXFREEPORT-MCMORAN INC
101$3.8M0.00%
250
BKRBAKER HUGHES COMPANY
85$3.7M0.00%
251
RIVNRIVIAN AUTOMOTIVE INC
300$3.7M0.00%
252
MDLZMONDELEZ INTL INC
55$3.7M0.00%
253
SYKSTRYKER CORPORATION
10$3.7M0.00%
254
WECWEC ENERGY GROUP INC
34$3.7M0.00%
255
AMTAMERICAN TOWER CORP NEW
16$3.5M0.00%
256
HLTHILTON WORLDWIDE HLDGS INC
15$3.4M0.00%
257
MSCIMSCI INC
6$3.4M0.00%
258
MDTMEDTRONIC PLC
37$3.3M0.00%
259
PCARPACCAR INC
34$3.3M0.00%
260
MUMICRON TECHNOLOGY INC
38$3.3M0.00%
261
PHMPULTE GROUP INC
31$3.2M0.00%
262
EBAEBAY INC.
47$3.2M0.00%
263
CMSCMS ENERGY CORP
42$3.2M0.00%
264
TFCTRUIST FINL CORP
76$3.1M0.00%
265
HSYHERSHEY CO
18$3.1M0.00%
266
SNASNAP ON INC
9$3.0M0.00%
267
EXPEEXPEDIA GROUP INC
18$3.0M0.00%
268
CEGCONSTELLATION ENERGY CORP
15$3.0M0.00%
269
MASMASCO CORP
43$3.0M0.00%
270
BROBROWN & BROWN INC
24$3.0M0.00%
271
PAYXPAYCHEX INC
19$2.9M0.00%
272
LRCXLAM RESEARCH CORP
40$2.9M0.00%
273
ESEVERSOURCE ENERGY
46$2.9M0.00%
274
YUMYUM BRANDS INC
18$2.8M0.00%
275
CMICUMMINS INC
9$2.8M0.00%
276
PYPLPAYPAL HLDGS INC
43$2.8M0.00%
277
MCOMOODYS CORP
6$2.8M0.00%
278
MMM3M CO
19$2.8M0.00%
279
EIXEDISON INTL
47$2.8M0.00%
280
DVNDEVON ENERGY CORP NEW
74$2.8M0.00%
281
CAHCARDINAL HEALTH INC
20$2.8M0.00%
282
UPSUNITED PARCEL SERVICE INC
25$2.8M0.00%
283
FQIDIGITAL RLTY TR INC
19$2.7M0.00%
284
PSAPUBLIC STORAGE OPER CO
9$2.7M0.00%
285
ITWILLINOIS TOOL WKS INC
10$2.5M0.00%
286
SYYSYSCO CORP
33$2.5M0.00%
287
EQIXEQUINIX INC
3$2.4M0.00%
288
ETRENTERGY CORP NEW
28$2.4M0.00%
289
OKEONEOK INC NEW
24$2.4M0.00%
290
KEYKEYCORP
146$2.3M0.00%
291
IFFINTERNATIONAL FLAVORS&FRAGRA
30$2.3M0.00%
292
FASTFASTENAL CO
30$2.3M0.00%
293
IRMIRON MTN INC DEL
27$2.3M0.00%
294
CITHE CIGNA GROUP
7$2.3M0.00%
295
WELLWELLTOWER INC
15$2.3M0.00%
296
SLBSCHLUMBERGER LTD
54$2.3M0.00%
297
AMEAMETEK INC
13$2.2M0.00%
298
PKNREVVITY INC
21$2.2M0.00%
299
8CWCROWN CASTLE INC
21$2.2M0.00%
300
INTCINTEL CORP
96$2.2M0.00%
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