Trivium Point Advisory, LLC Q3 2023 Filing

Filed October 12, 2023

Portfolio Value

$363.0M

Holdings

191

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (191 positions)

#StockSharesValue% PortfolioType
101
QQQMINVESCO EXCH TRADED FD TR II
18,396$00.00%
102
FEFIRSTENERGY CORP
32,225$00.00%
103
MOALTRIA GROUP INC
28,014$00.00%
104
EQIXEQUINIX INC
3,637$00.00%
105
VIEW INC
52,100$00.00%
106
IWSISHARES TR
13,265$00.00%
107
LMTLOCKHEED MARTIN CORP
4,973$00.00%
108
FTSLFIRST TR EXCHANGE-TRADED FD
65,748$00.00%
109
WMTWALMART INC
25,119$00.00%
110
BRK/BBERKSHIRE HATHAWAY INC DEL
15,384$00.00%
111
SBUXSTARBUCKS CORP
15,621$00.00%
112
SCHDSCHWAB STRATEGIC TR
39,689$00.00%
113
PFEPFIZER INC
41,136$00.00%
114
EMBISHARES TR
39,478$00.00%
115
CMCSACOMCAST CORP NEW
47,939$00.00%
116
AMZNAMAZON COM INC
63,295$00.00%
117
VVISA INC
24,917$00.00%
118
SONSONOCO PRODS CO
21,080$00.00%
119
IPINTERNATIONAL PAPER CO
40,658$00.00%
120
TSLATESLA INC
4,787$00.00%
121
PLDPROLOGIS INC.
14,363$00.00%
122
FSKFS KKR CAP CORP
136,390$00.00%
123
EWEDWARDS LIFESCIENCES CORP
25,073$00.00%
124
IUSBISHARES TR
131,121$00.00%
125
TMUST-MOBILE US INC
31,240$00.00%
126
NXPINXP SEMICONDUCTORS N V
11,150$00.00%
127
CVXCHEVRON CORP NEW
12,114$00.00%
128
FNDXSCHWAB STRATEGIC TR
52,403$00.00%
129
LINLINDE PLC
3,799$00.00%
130
SPGIS&P GLOBAL INC
5,960$00.00%
131
ETRENTERGY CORP NEW
12,905$00.00%
132
PEPPEPSICO INC
26,651$00.00%
133
BDXBECTON DICKINSON & CO
12,243$00.00%
134
CITCINTAS CORP
8,408$00.00%
135
ACNACCENTURE PLC IRELAND
5,777$00.00%
136
CIONCION INVT CORP
177,975$00.00%
137
METMETLIFE INC
23,840$00.00%
138
TMOTHERMO FISHER SCIENTIFIC INC
9,530$00.00%
139
CFGCITIZENS FINL GROUP INC
42,474$00.00%
140
GILDGILEAD SCIENCES INC
24,238$00.00%
141
VOEVANGUARD INDEX FDS
10,547$00.00%
142
RSGREPUBLIC SVCS INC
10,665$00.00%
143
MAMASTERCARD INCORPORATED
16,293$00.00%
144
MSFTMICROSOFT CORP
37,557$00.00%
145
SRLNSSGA ACTIVE ETF TR
86,487$00.00%
146
MCDMCDONALDS CORP
16,132$00.00%
147
HYDVANECK ETF TRUST
43,650$00.00%
148
JCPBJ P MORGAN EXCHANGE TRADED F
57,319$00.00%
149
IBMINTERNATIONAL BUSINESS MACHS
10,270$00.00%
150
ADBEADOBE INC
13,548$00.00%
151
KOCOCA COLA CO
23,129$00.00%
152
HCAHCA HEALTHCARE INC
11,671$00.00%
153
PHPARKER-HANNIFIN CORP
3,727$00.00%
154
FITBFIFTH THIRD BANCORP
51,938$00.00%
155
SPOTSPOTIFY TECHNOLOGY S A
96,733$00.00%
156
AAPLAPPLE INC
71,869$00.00%
157
JPMJPMORGAN CHASE & CO
32,829$00.00%
158
CMECME GROUP INC
12,842$00.00%
159
ESEVERSOURCE ENERGY
18,203$00.00%
160
NNNNNN REIT INC
35,814$00.00%
161
PWRQUANTA SVCS INC
16,555$00.00%
162
4I1PHILIP MORRIS INTL INC
12,423$00.00%
163
FSCOFS CREDIT OPPORTUNITIES CORP
500,223$00.00%
164
USBUS BANCORP DEL
32,863$00.00%
165
MTZMASTEC INC
19,800$00.00%
166
OPFI/WSOPPFI INC
10,000$00.00%
167
GOOGALPHABET INC
11,552$00.00%
168
PGPROCTER AND GAMBLE CO
13,916$00.00%
169
AMGNAMGEN INC
11,084$00.00%
170
EMREMERSON ELEC CO
18,323$00.00%
171
LYBLYONDELLBASELL INDUSTRIES N
14,670$00.00%
172
HDHOME DEPOT INC
14,895$00.00%
173
BUDANHEUSER BUSCH INBEV SA/NV
66,550$00.00%
174
BACVERIZON COMMUNICATIONS INC
39,628$00.00%
175
GOOGLALPHABET INC
69,015$00.00%
176
SHYGISHARES TR
228,776$00.00%
177
UNHUNITEDHEALTH GROUP INC
12,612$00.00%
178
AMTAMERICAN TOWER CORP NEW
6,810$00.00%
179
JNJJOHNSON & JOHNSON
6,702$00.00%
180
CPNGCOUPANG INC
304,310$00.00%
181
DISDISNEY WALT CO
27,613$00.00%
182
DUKDUKE ENERGY CORP NEW
16,877$00.00%
183
NVDANVIDIA CORPORATION
10,096$00.00%
184
IRTINDEPENDENCE RLTY TR INC
191,760$00.00%
185
XOMEXXON MOBIL CORP
14,645$00.00%
186
ASMLASML HOLDING N V
4,421$00.00%
187
CSCOCISCO SYS INC
41,707$00.00%
188
ROPROPER TECHNOLOGIES INC
6,891$00.00%
189
COSTCOSTCO WHSL CORP NEW
7,643$00.00%
190
TTTRANE TECHNOLOGIES PLC
10,190$00.00%
191
AWCAMERICAN WTR WKS CO INC NEW
22,152$00.00%
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