Trivium Point Advisory, LLC Q4 2023 Filing

Filed February 5, 2024

Portfolio Value

$412.3M

Holdings

201

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (201 positions)

#StockSharesValue% PortfolioType
101
AMTAMERICAN TOWER CORP NEW
9,985$00.00%
102
JNJJOHNSON & JOHNSON
6,602$00.00%
103
PEPPEPSICO INC
27,343$00.00%
104
ETRENTERGY CORP NEW
14,395$00.00%
105
CPNGCOUPANG INC
302,449$00.00%
106
SPGIS&P GLOBAL INC
6,049$00.00%
107
DISDISNEY WALT CO
16,775$00.00%
108
SCHDSCHWAB STRATEGIC TR
45,012$00.00%
109
NVDANVIDIA CORPORATION
13,062$00.00%
110
IRTINDEPENDENCE RLTY TR INC
169,062$00.00%
111
XOMEXXON MOBIL CORP
17,266$00.00%
112
ASMLASML HOLDING N V
4,510$00.00%
113
LINLINDE PLC
4,457$00.00%
114
CSCOCISCO SYS INC
42,004$00.00%
115
FNDXSCHWAB STRATEGIC TR
58,492$00.00%
116
ROPROPER TECHNOLOGIES INC
7,027$00.00%
117
COSTCOSTCO WHSL CORP NEW
7,710$00.00%
118
TTTRANE TECHNOLOGIES PLC
10,090$00.00%
119
AWCAMERICAN WTR WKS CO INC NEW
24,827$00.00%
120
CVXCHEVRON CORP NEW
12,189$00.00%
121
EOGEOG RES INC
32,304$00.00%
122
NXPINXP SEMICONDUCTORS N V
12,199$00.00%
123
MPCMARATHON PETE CORP
12,541$00.00%
124
ARCCARES CAPITAL CORP
60,114$00.00%
125
TMUST-MOBILE US INC
31,656$00.00%
126
HIGHARTFORD FINL SVCS GROUP INC
19,472$00.00%
127
IUSBISHARES TR
148,608$00.00%
128
FSKFS KKR CAP CORP
132,818$00.00%
129
HYGISHARES TR
151,597$00.00%
130
WPCWP CAREY INC
17,703$00.00%
131
SPHYSPDR SER TR
43,032$00.00%
132
CELG-RBRISTOL-MYERS SQUIBB CO
10,000$00.00%
133
PLDPROLOGIS INC.
14,195$00.00%
134
TJXTJX COS INC NEW
17,930$00.00%
135
ABBVABBVIE INC
6,817$00.00%
136
NEENEXTERA ENERGY INC
63,457$00.00%
137
SCHXSCHWAB STRATEGIC TR
51,898$00.00%
138
TSLATESLA INC
13,646$00.00%
139
MRKMERCK & CO INC
16,607$00.00%
140
ITOTISHARES TR
14,004$00.00%
141
SNPSSYNOPSYS INC
4,888$00.00%
142
GPCGENUINE PARTS CO
8,260$00.00%
143
WMBWILLIAMS COS INC
67,795$00.00%
144
ZTSZOETIS INC
14,806$00.00%
145
AEPAMERICAN ELEC PWR CO INC
17,343$00.00%
146
IPINTERNATIONAL PAPER CO
36,723$00.00%
147
NOCNORTHROP GRUMMAN CORP
6,019$00.00%
148
LYFTLYFT INC
218,558$00.00%
149
CINFCINCINNATI FINL CORP
12,419$00.00%
150
QQQMINVESCO EXCH TRADED FD TR II
20,726$00.00%
151
FEFIRSTENERGY CORP
31,480$00.00%
152
MOALTRIA GROUP INC
30,728$00.00%
153
VRTXVERTEX PHARMACEUTICALS INC
4,896$00.00%
154
EQIXEQUINIX INC
3,841$00.00%
155
VIEW INC
52,100$00.00%
156
SONSONOCO PRODS CO
20,580$00.00%
157
VVISA INC
25,232$00.00%
158
AMZNAMAZON COM INC
64,186$00.00%
159
EMBISHARES TR
44,909$00.00%
160
IWSISHARES TR
14,457$00.00%
161
LMTLOCKHEED MARTIN CORP
5,308$00.00%
162
PFEPFIZER INC
39,717$00.00%
163
DUKDUKE ENERGY CORP NEW
15,152$00.00%
164
FTSLFIRST TR EXCHANGE-TRADED FD
64,752$00.00%
165
WMTWALMART INC
25,462$00.00%
166
BRK/BBERKSHIRE HATHAWAY INC DEL
15,368$00.00%
167
JCPBJ P MORGAN EXCHANGE TRADED F
71,480$00.00%
168
SBUXSTARBUCKS CORP
15,728$00.00%
169
CRMSALESFORCE INC
9,692$00.00%
170
IBMINTERNATIONAL BUSINESS MACHS
9,353$00.00%
171
HYDVANECK ETF TRUST
59,161$00.00%
172
ADBEADOBE INC
13,519$00.00%
173
KOCOCA COLA CO
23,192$00.00%
174
HCAHCA HEALTHCARE INC
12,030$00.00%
175
MCDMCDONALDS CORP
16,361$00.00%
176
SRLNSSGA ACTIVE ETF TR
91,260$00.00%
177
PHPARKER-HANNIFIN CORP
4,348$00.00%
178
MSFTMICROSOFT CORP
37,926$00.00%
179
FITBFIFTH THIRD BANCORP
49,888$00.00%
180
MAMASTERCARD INCORPORATED
16,667$00.00%
181
SPOTSPOTIFY TECHNOLOGY S A
96,611$00.00%
182
AAPLAPPLE INC
72,081$00.00%
183
JPMJPMORGAN CHASE & CO
33,828$00.00%
184
TAT&T INC
65,866$00.00%
185
CMECME GROUP INC
12,526$00.00%
186
RSGREPUBLIC SVCS INC
10,704$00.00%
187
VOEVANGUARD INDEX FDS
11,634$00.00%
188
GILDGILEAD SCIENCES INC
24,771$00.00%
189
PWRQUANTA SVCS INC
17,579$00.00%
190
4I1PHILIP MORRIS INTL INC
12,258$00.00%
191
FSCOFS CREDIT OPPORTUNITIES CORP
427,114$00.00%
192
USBUS BANCORP DEL
33,258$00.00%
193
MTZMASTEC INC
19,800$00.00%
194
GOOGALPHABET INC
10,725$00.00%
195
PGPROCTER AND GAMBLE CO
12,743$00.00%
196
AMGNAMGEN INC
13,834$00.00%
197
CFGCITIZENS FINL GROUP INC
49,409$00.00%
198
EMREMERSON ELEC CO
18,532$00.00%
199
TMOTHERMO FISHER SCIENTIFIC INC
9,688$00.00%
200
LYBLYONDELLBASELL INDUSTRIES N
14,255$00.00%
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