Trifecta Capital Advisors
Latest statistics and disclosures from Trifecta Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, NVDA, MSFT, AAPL, AMZN, and represent 28.46% of Trifecta Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: HOOD (+$5.0M), LRCX, VRT, NVDA, MSTR, MSFT, CRWD, ETN, UBER, GRAL.
- Started 21 new stock positions in NCLH, ESLT, HEI, LCID, VO, URI, IBKR, SCHG, GDDY, DKS. HOOD, HWM, AVAV, TSM, IEMG, KTOS, IAU, MSTR, VRT, SHW, PGR.
- Reduced shares in these 10 stocks: UNH, AAPL, UNP, PLTR, QQQ, IVV, SPY, BRK.B, IWM, MRK.
- Sold out of its positions in WMS, AMG, AEM, ABNB, ALNY, ABR, ARES, ARGX, ARW, AZN.
- Trifecta Capital Advisors was a net buyer of stock by $10M.
- Trifecta Capital Advisors has $658M in assets under management (AUM), dropping by 9.46%.
- Central Index Key (CIK): 0001962615
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Portfolio Holdings for Trifecta Capital Advisors
Trifecta Capital Advisors holds 436 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 7.5 | $49M | 82k | 600.37 |
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| NVIDIA Corporation (NVDA) | 6.7 | $44M | +2% | 238k | 186.58 |
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| Microsoft Corporation (MSFT) | 5.5 | $36M | +2% | 70k | 517.95 |
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| Apple (AAPL) | 4.5 | $30M | -9% | 116k | 254.63 |
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| Amazon (AMZN) | 4.2 | $28M | 127k | 219.57 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 3.3 | $22M | 185k | 118.83 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.0 | $20M | -2% | 29k | 666.19 |
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| Eli Lilly & Co. (LLY) | 3.0 | $19M | +2% | 26k | 763.00 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 2.9 | $19M | 289k | 65.26 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.7 | $18M | 73k | 243.55 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.7 | $18M | -4% | 26k | 669.29 |
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| Meta Platforms Cl A (META) | 2.5 | $16M | +3% | 22k | 734.38 |
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| Costco Wholesale Corporation (COST) | 2.4 | $16M | 17k | 925.63 |
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| Broadcom (AVGO) | 2.3 | $15M | +3% | 45k | 329.91 |
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| Palo Alto Networks (PANW) | 2.1 | $14M | +3% | 67k | 203.62 |
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| Palantir Technologies Cl A (PLTR) | 1.9 | $13M | -12% | 70k | 182.42 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.8 | $12M | 20k | 596.03 |
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| Caterpillar (CAT) | 1.8 | $12M | +5% | 25k | 477.14 |
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| Uber Technologies (UBER) | 1.6 | $11M | +6% | 107k | 97.97 |
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| Goldman Sachs (GS) | 1.6 | $11M | 13k | 796.38 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.5 | $9.9M | +7% | 20k | 490.38 |
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| Abbvie (ABBV) | 1.4 | $9.2M | +2% | 40k | 231.54 |
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| Oracle Corporation (ORCL) | 1.4 | $9.2M | 33k | 281.24 |
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| Visa Com Cl A (V) | 1.4 | $9.0M | +2% | 26k | 341.38 |
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| Morgan Stanley Com New (MS) | 1.4 | $9.0M | 56k | 158.96 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $8.6M | +4% | 27k | 315.43 |
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| Netflix (NFLX) | 1.3 | $8.6M | +2% | 7.2k | 1198.92 |
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| Servicenow (NOW) | 1.3 | $8.4M | 9.2k | 920.28 |
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| Home Depot (HD) | 1.3 | $8.3M | +6% | 20k | 405.19 |
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| Eaton Corp SHS (ETN) | 1.2 | $7.9M | +8% | 21k | 374.25 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.1 | $7.5M | 10.00 | 754200.00 |
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| TJX Companies (TJX) | 1.0 | $6.7M | 46k | 144.54 |
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| Blackrock (BLK) | 1.0 | $6.5M | +2% | 5.5k | 1165.87 |
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| salesforce (CRM) | 1.0 | $6.4M | 27k | 237.00 |
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| Intuitive Surgical Com New (ISRG) | 1.0 | $6.3M | +4% | 14k | 447.23 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.9 | $6.2M | +3% | 16k | 391.64 |
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| Wal-Mart Stores (WMT) | 0.9 | $5.8M | -2% | 56k | 103.06 |
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| Thermo Fisher Scientific (TMO) | 0.9 | $5.7M | 12k | 485.01 |
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| Lockheed Martin Corporation (LMT) | 0.9 | $5.6M | 11k | 499.21 |
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| Lam Research Corp Com New (LRCX) | 0.8 | $5.2M | +471% | 39k | 133.90 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.8 | $5.0M | NEW | 35k | 143.18 |
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| L3harris Technologies (LHX) | 0.7 | $4.8M | +2% | 16k | 305.42 |
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| Advanced Micro Devices (AMD) | 0.7 | $4.7M | +5% | 29k | 161.79 |
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| Boston Scientific Corporation (BSX) | 0.7 | $4.7M | +3% | 48k | 97.63 |
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| Spotify Technology S A SHS (SPOT) | 0.6 | $4.2M | +11% | 6.0k | 698.00 |
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| Amgen (AMGN) | 0.6 | $4.2M | +3% | 15k | 282.21 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $3.8M | -7% | 16k | 241.96 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $3.7M | 15k | 243.10 |
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| Vertiv Holdings Com Cl A (VRT) | 0.5 | $3.4M | NEW | 22k | 150.86 |
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| Select Sector Spdr Tr Technology (XLK) | 0.5 | $3.2M | 11k | 281.85 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $3.0M | 9.2k | 328.17 |
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| Starbucks Corporation (SBUX) | 0.4 | $2.7M | +6% | 32k | 84.60 |
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| Ishares Tr Select Divid Etf (DVY) | 0.4 | $2.4M | 17k | 142.10 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.8M | -19% | 3.6k | 502.74 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $1.6M | 11k | 139.16 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.3M | +7% | 2.1k | 612.39 |
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| Grail (GRAL) | 0.2 | $1.3M | +89% | 22k | 59.13 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.2M | 5.6k | 215.79 |
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| Lowe's Companies (LOW) | 0.2 | $993k | 4.0k | 251.31 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $978k | 2.8k | 355.47 |
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| Strategy Cl A New (MSTR) | 0.1 | $857k | NEW | 2.7k | 322.21 |
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| Johnson & Johnson (JNJ) | 0.1 | $769k | +3% | 4.1k | 185.42 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $742k | 2.2k | 332.84 |
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| Capital One Financial (COF) | 0.1 | $695k | 3.3k | 212.58 |
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| Chevron Corporation (CVX) | 0.1 | $688k | 4.4k | 155.29 |
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| Procter & Gamble Company (PG) | 0.1 | $674k | +12% | 4.4k | 153.65 |
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| Shake Shack Cl A (SHAK) | 0.1 | $674k | 7.2k | 93.61 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $651k | -5% | 5.8k | 112.75 |
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| Ameriprise Financial (AMP) | 0.1 | $619k | 1.3k | 491.25 |
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| Spdr Series Trust Bbg Conv Sec Etf (CWB) | 0.1 | $619k | 6.8k | 90.50 |
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| Cisco Systems (CSCO) | 0.1 | $596k | +5% | 8.7k | 68.42 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $556k | 1.7k | 320.04 |
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| Marriott Intl Cl A (MAR) | 0.1 | $529k | 2.0k | 260.44 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $490k | 3.3k | 148.61 |
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| Merck & Co (MRK) | 0.1 | $488k | -30% | 5.8k | 83.93 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $466k | 4.2k | 109.95 |
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| Dover Corporation (DOV) | 0.1 | $396k | 2.4k | 166.83 |
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| Cadence Design Systems (CDNS) | 0.1 | $385k | 1.1k | 351.26 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $360k | -10% | 1.5k | 246.60 |
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| Nebius Group Shs Class A (NBIS) | 0.1 | $357k | -27% | 3.2k | 112.27 |
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| Gilead Sciences (GILD) | 0.1 | $340k | 3.1k | 111.00 |
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| Edwards Lifesciences (EW) | 0.1 | $340k | 4.4k | 77.77 |
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| Cintas Corporation (CTAS) | 0.0 | $317k | 1.5k | 205.26 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $317k | 5.8k | 54.18 |
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| Bank of America Corporation (BAC) | 0.0 | $314k | -18% | 6.1k | 51.59 |
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| Us Bancorp Del Com New (USB) | 0.0 | $295k | 6.1k | 48.33 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $288k | 1.2k | 239.64 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $284k | 5.0k | 56.75 |
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| Illinois Tool Works (ITW) | 0.0 | $276k | 1.1k | 260.76 |
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| Waste Management (WM) | 0.0 | $274k | 1.2k | 220.83 |
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| IDEXX Laboratories (IDXX) | 0.0 | $259k | 405.00 | 638.89 |
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| Tesla Motors (TSLA) | 0.0 | $258k | 581.00 | 444.72 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $244k | 2.5k | 95.89 |
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| UnitedHealth (UNH) | 0.0 | $241k | -93% | 699.00 | 345.34 |
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| Uipath Cl A (PATH) | 0.0 | $234k | +33% | 18k | 13.38 |
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| Abbott Laboratories (ABT) | 0.0 | $231k | -2% | 1.7k | 133.94 |
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| Coca-Cola Company (KO) | 0.0 | $230k | -12% | 3.5k | 66.32 |
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| Murphy Usa (MUSA) | 0.0 | $223k | 575.00 | 388.26 |
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| Bank Of Montreal Cadcom (BMO) | 0.0 | $221k | 1.7k | 130.25 |
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| Mp Materials Corp Com Cl A (MP) | 0.0 | $221k | -23% | 3.3k | 67.07 |
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| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.0 | $216k | 3.9k | 55.33 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $215k | 2.6k | 81.19 |
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| Sentinelone Cl A (S) | 0.0 | $213k | +188% | 12k | 17.61 |
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| American Express Company (AXP) | 0.0 | $205k | -4% | 616.00 | 332.16 |
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| American Financial (AFG) | 0.0 | $204k | 1.4k | 145.72 |
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| 10x Genomics Cl A Com (TXG) | 0.0 | $203k | -40% | 17k | 11.69 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $202k | 432.00 | 468.41 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $197k | 943.00 | 209.34 |
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| Ge Aerospace Com New (GE) | 0.0 | $196k | 651.00 | 300.75 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $189k | 395.00 | 479.61 |
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| McDonald's Corporation (MCD) | 0.0 | $184k | +59% | 604.00 | 303.89 |
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| Norfolk Southern (NSC) | 0.0 | $183k | -10% | 610.00 | 300.41 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $183k | 500.00 | 365.48 |
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| Walt Disney Company (DIS) | 0.0 | $175k | 1.5k | 114.50 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $173k | 4.5k | 38.57 |
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| Flexshares Tr Mornstar Usmkt (TILT) | 0.0 | $173k | 713.00 | 242.29 |
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| Global X Fds Artificial Etf (AIQ) | 0.0 | $172k | 3.5k | 49.39 |
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| Micron Technology (MU) | 0.0 | $172k | 1.0k | 167.32 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $167k | -12% | 360.00 | 463.74 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $163k | 1.1k | 142.41 |
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| McKesson Corporation (MCK) | 0.0 | $162k | -6% | 210.00 | 772.54 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $161k | +21% | 9.4k | 17.16 |
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| Air Products & Chemicals (APD) | 0.0 | $161k | 589.00 | 272.72 |
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| Vulcan Materials Company (VMC) | 0.0 | $157k | 510.00 | 307.62 |
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| Enterprise Products Partners (EPD) | 0.0 | $151k | 4.8k | 31.27 |
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| Arista Networks Com Shs (ANET) | 0.0 | $145k | 992.00 | 145.71 |
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| MercadoLibre (MELI) | 0.0 | $140k | 60.00 | 2336.95 |
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| Nextera Energy (NEE) | 0.0 | $140k | +5% | 1.8k | 75.49 |
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| Honeywell International (HON) | 0.0 | $139k | 658.00 | 210.50 |
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| Waste Connections (WCN) | 0.0 | $138k | 787.00 | 175.80 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $136k | 2.3k | 59.93 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $134k | 413.00 | 323.58 |
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| Constellation Energy (CEG) | 0.0 | $125k | -22% | 381.00 | 329.07 |
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| Metropcs Communications (TMUS) | 0.0 | $125k | +7% | 523.00 | 239.38 |
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| Fortinet (FTNT) | 0.0 | $124k | 1.5k | 84.08 |
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| Marvell Technology (MRVL) | 0.0 | $120k | +8% | 1.4k | 84.08 |
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| Travelers Companies (TRV) | 0.0 | $118k | 422.00 | 279.22 |
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| American Electric Power Company (AEP) | 0.0 | $114k | 1.0k | 112.50 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $110k | -3% | 2.8k | 39.19 |
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| Take-Two Interactive Software (TTWO) | 0.0 | $103k | 400.00 | 258.36 |
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| Accel Entertainment Com Cl A1 (ACEL) | 0.0 | $101k | 9.1k | 11.07 |
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| Hca Holdings (HCA) | 0.0 | $96k | 225.00 | 426.20 |
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| Cidara Therapeutics Com New (CDTX) | 0.0 | $96k | 1.0k | 95.76 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $95k | 2.1k | 44.69 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $95k | +81% | 568.00 | 167.33 |
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| Ge Vernova (GEV) | 0.0 | $92k | 149.00 | 614.91 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $90k | 355.00 | 254.28 |
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| Zoetis Cl A (ZTS) | 0.0 | $90k | -32% | 614.00 | 146.32 |
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| Snowflake Com Shs (SNOW) | 0.0 | $87k | -2% | 385.00 | 225.55 |
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| Cameco Corporation (CCJ) | 0.0 | $80k | 950.00 | 83.86 |
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| CSX Corporation (CSX) | 0.0 | $79k | -3% | 2.2k | 35.51 |
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| Southwest Gas Corporation (SWX) | 0.0 | $78k | 1.0k | 78.34 |
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| Littelfuse (LFUS) | 0.0 | $78k | 301.00 | 259.01 |
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| Live Nation Entertainment (LYV) | 0.0 | $77k | 471.00 | 163.40 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $76k | 100.00 | 758.15 |
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| Linde SHS (LIN) | 0.0 | $76k | +6% | 159.00 | 475.00 |
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| Lemonade (LMND) | 0.0 | $75k | 1.4k | 53.53 |
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| Boeing Company (BA) | 0.0 | $74k | 344.00 | 215.83 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $72k | 345.00 | 208.57 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $72k | +24% | 3.7k | 19.53 |
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| Align Technology (ALGN) | 0.0 | $70k | -44% | 556.00 | 125.22 |
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| Dominion Resources (D) | 0.0 | $69k | +9% | 1.1k | 61.17 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $65k | 1.1k | 58.21 |
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| Listed Fds Tr Roundhill Magnif (MAGS) | 0.0 | $65k | 1.0k | 64.86 |
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| Booking Holdings (BKNG) | 0.0 | $65k | +9% | 12.00 | 5399.33 |
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| Astera Labs (ALAB) | 0.0 | $64k | 328.00 | 195.80 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $62k | 238.00 | 259.60 |
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| W.W. Grainger (GWW) | 0.0 | $61k | +25% | 64.00 | 952.97 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $58k | 289.00 | 201.53 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $57k | +29% | 100.00 | 568.81 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $53k | -30% | 668.00 | 79.93 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $53k | +97% | 557.00 | 95.39 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $49k | 66.00 | 746.64 |
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| Automatic Data Processing (ADP) | 0.0 | $49k | 166.00 | 293.50 |
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| First Tr Exchange-traded A Com Shs (FTC) | 0.0 | $45k | 282.00 | 160.66 |
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| Te Connectivity Ord Shs (TEL) | 0.0 | $43k | +25% | 197.00 | 219.53 |
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| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.0 | $42k | 253.00 | 165.45 |
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| Datadog Cl A Com (DDOG) | 0.0 | $41k | -3% | 290.00 | 142.40 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $40k | 275.00 | 144.37 |
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| General Dynamics Corporation (GD) | 0.0 | $38k | 110.00 | 341.00 |
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| Verizon Communications (VZ) | 0.0 | $37k | +55% | 842.00 | 43.95 |
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| International Business Machines (IBM) | 0.0 | $36k | +129% | 126.00 | 282.17 |
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| RPM International (RPM) | 0.0 | $35k | 300.00 | 117.88 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $34k | 616.00 | 55.49 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $34k | -84% | 96.00 | 352.75 |
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| Veeva Sys Cl A Com (VEEV) | 0.0 | $33k | 110.00 | 297.92 |
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| Applied Materials (AMAT) | 0.0 | $32k | -75% | 154.00 | 204.74 |
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| Zscaler Incorporated (ZS) | 0.0 | $32k | 105.00 | 299.67 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $31k | 220.00 | 139.67 |
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| Cme (CME) | 0.0 | $30k | 113.00 | 269.18 |
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| ConocoPhillips (COP) | 0.0 | $29k | 307.00 | 94.59 |
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| Barrick Mng Corp Com Shs (B) | 0.0 | $29k | -32% | 875.00 | 32.77 |
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| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.0 | $29k | 258.00 | 110.38 |
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| Everest Re Group (EG) | 0.0 | $28k | 80.00 | 350.24 |
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| Itt (ITT) | 0.0 | $27k | 150.00 | 178.76 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $27k | 220.00 | 120.72 |
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| The Trade Desk Com Cl A (TTD) | 0.0 | $25k | 510.00 | 49.01 |
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| Spdr Series Trust S&p Biotech (XBI) | 0.0 | $25k | 245.00 | 100.20 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $23k | NEW | 348.00 | 65.92 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $23k | NEW | 78.00 | 293.74 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $23k | 233.00 | 97.82 |
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| Becton, Dickinson and (BDX) | 0.0 | $23k | -12% | 121.00 | 187.17 |
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| Amdocs SHS (DOX) | 0.0 | $23k | 275.00 | 82.05 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 0.0 | $22k | 541.00 | 39.69 |
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| Intuit (INTU) | 0.0 | $21k | +244% | 31.00 | 682.94 |
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| Nike CL B (NKE) | 0.0 | $20k | 293.00 | 69.73 |
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| Elbit Sys Ord (ESLT) | 0.0 | $20k | NEW | 40.00 | 509.80 |
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| 3M Company (MMM) | 0.0 | $19k | +552% | 124.00 | 155.19 |
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| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $18k | NEW | 200.00 | 91.37 |
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| Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $18k | 167.00 | 106.78 |
|
|
| Deere & Company (DE) | 0.0 | $18k | 39.00 | 454.54 |
|
|
| Williams Companies (WMB) | 0.0 | $17k | 273.00 | 63.35 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.0 | $17k | 400.00 | 42.95 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $17k | NEW | 235.00 | 72.77 |
|
| Roper Industries (ROP) | 0.0 | $17k | 34.00 | 498.71 |
|
|
| Enbridge (ENB) | 0.0 | $17k | -38% | 334.00 | 50.46 |
|
| First Tr Exchange-traded A Com Shs (FNX) | 0.0 | $17k | 134.00 | 125.41 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $17k | 135.00 | 123.76 |
|
|
| Pfizer (PFE) | 0.0 | $17k | -82% | 647.00 | 25.48 |
|
| Emerson Electric (EMR) | 0.0 | $16k | -84% | 124.00 | 131.19 |
|
| AmerisourceBergen (COR) | 0.0 | $16k | 52.00 | 312.54 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $15k | -40% | 15.00 | 968.13 |
|
| Universal Display Corporation (OLED) | 0.0 | $14k | 100.00 | 143.63 |
|
|
| Qualcomm (QCOM) | 0.0 | $14k | 86.00 | 166.36 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $14k | -49% | 191.00 | 74.37 |
|
| Pepsi (PEP) | 0.0 | $14k | 101.00 | 140.45 |
|
|
| Sap Se Spon Adr (SAP) | 0.0 | $14k | 53.00 | 267.23 |
|
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $14k | NEW | 204.00 | 68.81 |
|
| At&t (T) | 0.0 | $14k | +25% | 497.00 | 28.24 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $13k | +57% | 71.00 | 183.73 |
|
| Wells Fargo & Company (WFC) | 0.0 | $13k | 152.00 | 83.82 |
|
|
| EQT Corporation (EQT) | 0.0 | $13k | -41% | 231.00 | 54.43 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $12k | 17.00 | 718.59 |
|
|
| Howmet Aerospace (HWM) | 0.0 | $12k | NEW | 60.00 | 196.23 |
|
| HEICO Corporation (HEI) | 0.0 | $11k | NEW | 35.00 | 322.83 |
|
| Equinix (EQIX) | 0.0 | $11k | -17% | 14.00 | 783.29 |
|
| Intercontinental Exchange (ICE) | 0.0 | $11k | +156% | 64.00 | 168.48 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $10k | NEW | 30.00 | 346.27 |
|
| Digital Realty Trust (DLR) | 0.0 | $10k | +210% | 59.00 | 171.63 |
|
| Nrg Energy Com New (NRG) | 0.0 | $9.9k | 61.00 | 161.95 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $9.6k | NEW | 300.00 | 31.91 |
|
| Dow (DOW) | 0.0 | $9.2k | 400.00 | 22.93 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $9.1k | 326.00 | 27.94 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $9.0k | 107.00 | 84.11 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $8.9k | -16% | 63.00 | 141.78 |
|
| Philip Morris International (PM) | 0.0 | $8.9k | 55.00 | 162.20 |
|
|
| Cbre Group Cl A (CBRE) | 0.0 | $8.7k | 55.00 | 157.56 |
|
|
| Apollo Global Mgmt (APO) | 0.0 | $8.5k | 64.00 | 133.28 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $8.1k | 42.00 | 192.76 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $8.1k | 75.00 | 107.81 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $7.8k | NEW | 28.00 | 279.32 |
|
| Diamondback Energy (FANG) | 0.0 | $7.4k | -95% | 52.00 | 143.12 |
|
| Analog Devices (ADI) | 0.0 | $7.1k | -34% | 29.00 | 245.72 |
|
| Progressive Corporation (PGR) | 0.0 | $6.9k | NEW | 28.00 | 246.96 |
|
| Allstate Corporation (ALL) | 0.0 | $6.7k | 31.00 | 214.68 |
|
|
| Intel Corporation (INTC) | 0.0 | $6.6k | 198.00 | 33.55 |
|
|
| Prologis (PLD) | 0.0 | $6.6k | 58.00 | 114.53 |
|
|
| Citigroup Com New (C) | 0.0 | $6.6k | -75% | 65.00 | 101.51 |
|
| Godaddy Cl A (GDDY) | 0.0 | $6.6k | NEW | 48.00 | 136.83 |
|
| AeroVironment (AVAV) | 0.0 | $6.3k | NEW | 20.00 | 314.90 |
|
| D.R. Horton (DHI) | 0.0 | $5.9k | 35.00 | 169.49 |
|
|
| S&p Global (SPGI) | 0.0 | $5.8k | 12.00 | 486.75 |
|
|
| Nasdaq Omx (NDAQ) | 0.0 | $5.8k | 66.00 | 88.45 |
|
|
| United Rentals (URI) | 0.0 | $5.7k | NEW | 6.00 | 954.67 |
|
| Paypal Holdings (PYPL) | 0.0 | $5.6k | +93% | 83.00 | 67.06 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $5.3k | -23% | 169.00 | 31.42 |
|
| Altria (MO) | 0.0 | $5.2k | 79.00 | 66.06 |
|
|
| Anthem (ELV) | 0.0 | $5.2k | 16.00 | 323.12 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $4.9k | 29.00 | 170.28 |
|
|
| PNC Financial Services (PNC) | 0.0 | $4.8k | 24.00 | 200.96 |
|
|
| Chubb (CB) | 0.0 | $4.8k | -88% | 17.00 | 282.29 |
|
| AFLAC Incorporated (AFL) | 0.0 | $4.7k | 42.00 | 111.71 |
|
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $4.4k | 300.00 | 14.68 |
|
|
| Danaher Corporation (DHR) | 0.0 | $4.4k | -56% | 22.00 | 198.27 |
|
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $4.3k | 155.00 | 27.77 |
|
|
| eBay (EBAY) | 0.0 | $4.3k | -34% | 47.00 | 90.96 |
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $4.1k | -58% | 85.00 | 48.73 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $4.1k | 9.00 | 457.33 |
|
|
| Pulte (PHM) | 0.0 | $4.1k | 31.00 | 132.16 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $4.0k | 101.00 | 39.23 |
|
|
| Wec Energy Group (WEC) | 0.0 | $3.9k | 34.00 | 114.62 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $3.9k | 15.00 | 259.47 |
|
|
| Expedia Group Com New (EXPE) | 0.0 | $3.8k | 18.00 | 213.78 |
|
|
| Cummins (CMI) | 0.0 | $3.8k | 9.00 | 422.44 |
|
|
| Sempra Energy (SRE) | 0.0 | $3.8k | 42.00 | 90.00 |
|
|
| Stryker Corporation (SYK) | 0.0 | $3.7k | 10.00 | 369.70 |
|
|
| Fiserv (FI) | 0.0 | $3.6k | 28.00 | 128.96 |
|
|
| Medtronic SHS (MDT) | 0.0 | $3.5k | 37.00 | 95.24 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $3.5k | 76.00 | 45.72 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $3.4k | 55.00 | 62.47 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $3.4k | 20.00 | 170.85 |
|
|
| Msci (MSCI) | 0.0 | $3.4k | 6.00 | 567.50 |
|
|
| Hershey Company (HSY) | 0.0 | $3.4k | 18.00 | 187.06 |
|
|
| Paccar (PCAR) | 0.0 | $3.3k | 34.00 | 98.32 |
|
|
| Microchip Technology (MCHP) | 0.0 | $3.3k | 52.00 | 64.23 |
|
|
| Eversource Energy (ES) | 0.0 | $3.3k | 46.00 | 71.15 |
|
|
| Cardinal Health (CAH) | 0.0 | $3.1k | 20.00 | 157.00 |
|
|
| Snap-on Incorporated (SNA) | 0.0 | $3.1k | 9.00 | 346.56 |
|
|
| Dick's Sporting Goods (DKS) | 0.0 | $3.1k | NEW | 14.00 | 222.29 |
|
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $3.1k | NEW | 125.00 | 24.63 |
|
| American Tower Reit (AMT) | 0.0 | $3.1k | 16.00 | 192.38 |
|
|
| CMS Energy Corporation (CMS) | 0.0 | $3.1k | 42.00 | 73.26 |
|
|
| Masco Corporation (MAS) | 0.0 | $3.0k | 43.00 | 70.40 |
|
|
| Fastenal Company (FAST) | 0.0 | $2.9k | 60.00 | 49.05 |
|
|
| Gartner (IT) | 0.0 | $2.9k | 11.00 | 262.91 |
|
|
| Moody's Corporation (MCO) | 0.0 | $2.9k | 6.00 | 476.50 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $2.8k | 12.00 | 236.08 |
|
|
| Iron Mountain (IRM) | 0.0 | $2.8k | 27.00 | 101.96 |
|
|
| Yum! Brands (YUM) | 0.0 | $2.7k | 18.00 | 152.00 |
|
|
| Key (KEY) | 0.0 | $2.7k | 146.00 | 18.69 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $2.7k | 33.00 | 82.36 |
|
|
| Beyondspring SHS (BYSI) | 0.0 | $2.7k | 1.5k | 1.81 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $2.7k | 15.00 | 178.20 |
|
|
| Citizens Financial (CFG) | 0.0 | $2.7k | 50.00 | 53.16 |
|
|
| Entergy Corporation (ETR) | 0.0 | $2.6k | -34% | 28.00 | 93.21 |
|
| Public Storage (PSA) | 0.0 | $2.6k | 9.00 | 288.89 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $2.6k | 74.00 | 35.07 |
|
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $2.6k | 80.00 | 32.12 |
|
|
| Ametek (AME) | 0.0 | $2.4k | -40% | 13.00 | 188.00 |
|
| Monster Beverage Corp (MNST) | 0.0 | $2.4k | 36.00 | 67.33 |
|
|
| Paychex (PAYX) | 0.0 | $2.4k | 19.00 | 126.79 |
|
|
| Corning Incorporated (GLW) | 0.0 | $2.3k | 28.00 | 82.04 |
|
|
| Xcel Energy (XEL) | 0.0 | $2.3k | 28.00 | 80.68 |
|
|
| Brown & Brown (BRO) | 0.0 | $2.3k | -61% | 24.00 | 93.79 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $2.2k | 26.00 | 84.35 |
|
|
| Ecolab (ECL) | 0.0 | $2.2k | 8.00 | 273.88 |
|
|
| Southern Company (SO) | 0.0 | $2.2k | 23.00 | 94.78 |
|
|
| Ross Stores (ROST) | 0.0 | $2.1k | 14.00 | 152.43 |
|
|
| Armata Pharmaceuticals (ARMP) | 0.0 | $2.1k | 714.00 | 2.98 |
|
|
| West Pharmaceutical Services (WST) | 0.0 | $2.1k | 8.00 | 262.38 |
|
|
| Rockwell Automation (ROK) | 0.0 | $2.1k | 6.00 | 349.67 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $2.1k | 25.00 | 83.56 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $2.1k | 28.00 | 74.50 |
|
|
| Dollar Tree (DLTR) | 0.0 | $2.1k | 22.00 | 94.41 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $2.0k | 21.00 | 96.52 |
|
|
| Electronic Arts (EA) | 0.0 | $2.0k | 10.00 | 201.70 |
|
|
| Huntington Ingalls Inds (HII) | 0.0 | $2.0k | 7.00 | 288.00 |
|
|
| Globe Life (GL) | 0.0 | $2.0k | 14.00 | 143.00 |
|
|
| DTE Energy Company (DTE) | 0.0 | $2.0k | -50% | 14.00 | 141.50 |
|
| ResMed (RMD) | 0.0 | $1.9k | 7.00 | 273.86 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $1.9k | 9.00 | 206.56 |
|
|
| Schlumberger Com Stk (SLB) | 0.0 | $1.9k | 54.00 | 34.37 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $1.9k | 31.00 | 59.71 |
|
|
| International Flavors & Fragrances (IFF) | 0.0 | $1.8k | 30.00 | 61.57 |
|
|
| Monolithic Power Systems (MPWR) | 0.0 | $1.8k | 2.00 | 921.00 |
|
|
| PerkinElmer (RVTY) | 0.0 | $1.8k | 21.00 | 87.67 |
|
|
| Hldgs (UAL) | 0.0 | $1.8k | 19.00 | 96.53 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $1.8k | 3.00 | 609.33 |
|
|
| Mid-America Apartment (MAA) | 0.0 | $1.8k | 13.00 | 139.77 |
|
|
| EOG Resources (EOG) | 0.0 | $1.8k | 16.00 | 112.12 |
|
|
| NetApp (NTAP) | 0.0 | $1.8k | 15.00 | 118.47 |
|
|
| Ameren Corporation (AEE) | 0.0 | $1.8k | 17.00 | 104.41 |
|
|
| Pentair SHS (PNR) | 0.0 | $1.8k | 16.00 | 110.81 |
|
|
| Oneok (OKE) | 0.0 | $1.8k | 24.00 | 73.00 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $1.7k | 71.00 | 24.56 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $1.7k | 14.00 | 124.36 |
|
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $1.7k | 26.00 | 66.92 |
|
|
| Cigna Corp (CI) | 0.0 | $1.7k | -77% | 6.00 | 288.33 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $1.7k | -92% | 38.00 | 45.11 |
|
| Boston Properties (BXP) | 0.0 | $1.7k | -39% | 23.00 | 74.35 |
|
| Tyson Foods Cl A (TSN) | 0.0 | $1.7k | 31.00 | 54.32 |
|
|
| Apa Corporation (APA) | 0.0 | $1.7k | 69.00 | 24.29 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $1.6k | 15.00 | 109.00 |
|
|
| Nortonlifelock (GEN) | 0.0 | $1.6k | 57.00 | 28.40 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $1.6k | -95% | 13.00 | 123.77 |
|
| Clorox Company (CLX) | 0.0 | $1.6k | 13.00 | 123.31 |
|
|
| Humana (HUM) | 0.0 | $1.6k | 6.00 | 260.33 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $1.6k | 33.00 | 47.27 |
|
|
| Insulet Corporation (PODD) | 0.0 | $1.5k | 5.00 | 308.80 |
|
|
| Comerica Incorporated (CMA) | 0.0 | $1.5k | 22.00 | 68.55 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $1.5k | 18.00 | 83.50 |
|
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $1.5k | 17.00 | 88.18 |
|
|
| LKQ Corporation (LKQ) | 0.0 | $1.5k | 49.00 | 30.55 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $1.5k | 51.00 | 28.92 |
|
|
| PPG Industries (PPG) | 0.0 | $1.5k | 14.00 | 105.14 |
|
|
| Aptiv Com Shs (APTV) | 0.0 | $1.5k | 17.00 | 86.24 |
|
|
| Eastman Chemical Company (EMN) | 0.0 | $1.5k | -71% | 23.00 | 63.09 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $1.4k | -70% | 18.00 | 79.94 |
|
| Kkr & Co (KKR) | 0.0 | $1.4k | 11.00 | 130.00 |
|
|
| Hologic (HOLX) | 0.0 | $1.4k | 21.00 | 67.52 |
|
|
| Fidelity National Information Services (FIS) | 0.0 | $1.4k | 21.00 | 65.95 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $1.4k | 15.00 | 91.47 |
|
|
| Nucor Corporation (NUE) | 0.0 | $1.4k | 10.00 | 135.50 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $1.4k | 18.00 | 75.11 |
|
|
| Constellation Brands Cl A (STZ) | 0.0 | $1.3k | 10.00 | 134.70 |
|
|
| Assurant (AIZ) | 0.0 | $1.3k | 6.00 | 216.67 |
|
|
| Mosaic (MOS) | 0.0 | $1.2k | 36.00 | 34.69 |
|
|
| Quanta Services (PWR) | 0.0 | $1.2k | 3.00 | 414.67 |
|
|
| Mettler-Toledo International (MTD) | 0.0 | $1.2k | 1.00 | 1228.00 |
|
|
| Fortune Brands (FBIN) | 0.0 | $1.2k | 23.00 | 53.39 |
|
|
| Northern Trust Corporation (NTRS) | 0.0 | $1.2k | 9.00 | 134.67 |
|
|
| Textron (TXT) | 0.0 | $1.2k | 14.00 | 84.50 |
|
|
| Ford Motor Company (F) | 0.0 | $1.2k | 97.00 | 11.97 |
|
|
| Iqvia Holdings (IQV) | 0.0 | $1.1k | 6.00 | 190.00 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $1.1k | 5.00 | 227.80 |
|
|
| PG&E Corporation (PCG) | 0.0 | $1.1k | 75.00 | 15.08 |
|
|
| Consolidated Edison (ED) | 0.0 | $1.1k | 11.00 | 100.55 |
|
|
| Ceridian Hcm Hldg (DAY) | 0.0 | $1.1k | 16.00 | 68.94 |
|
|
| General Motors Company (GM) | 0.0 | $1.1k | 18.00 | 61.00 |
|
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $1.1k | 25.00 | 43.32 |
|
|
| Lucid Group Com New (LCID) | 0.0 | $1.1k | NEW | 45.00 | 23.80 |
|
| Lamb Weston Hldgs (LW) | 0.0 | $1.0k | 18.00 | 58.11 |
|
|
| Willis Towers Watson SHS (WTW) | 0.0 | $1.0k | 3.00 | 345.67 |
|
|
| Dollar General (DG) | 0.0 | $1.0k | 10.00 | 103.40 |
|
|
| Target Corporation (TGT) | 0.0 | $987.000300 | 11.00 | 89.73 |
|
|
| Smurfit Westrock SHS (SW) | 0.0 | $980.000100 | 23.00 | 42.61 |
|
|
| AvalonBay Communities (AVB) | 0.0 | $966.000000 | 5.00 | 193.20 |
|
|
| Kinder Morgan (KMI) | 0.0 | $962.999000 | 34.00 | 28.32 |
|
|
| Workday Cl A (WDAY) | 0.0 | $963.000000 | 4.00 | 240.75 |
|
|
| Peak (DOC) | 0.0 | $958.000000 | 50.00 | 19.16 |
|
|
| Corteva (CTVA) | 0.0 | $947.000600 | 14.00 | 67.64 |
|
|
| FedEx Corporation (FDX) | 0.0 | $944.000000 | 4.00 | 236.00 |
|
|
| International Paper Company (IP) | 0.0 | $928.000000 | 20.00 | 46.40 |
|
|
| Southwest Airlines (LUV) | 0.0 | $925.999000 | 29.00 | 31.93 |
|
|
| Best Buy (BBY) | 0.0 | $908.000400 | 12.00 | 75.67 |
|
|
| Ball Corporation (BALL) | 0.0 | $907.999200 | -73% | 18.00 | 50.44 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $891.999900 | 3.00 | 297.33 |
|
|
| Bio-techne Corporation (TECH) | 0.0 | $891.000000 | -36% | 16.00 | 55.69 |
|
| Edison International (EIX) | 0.0 | $829.999500 | 15.00 | 55.33 |
|
|
| Kenvue (KVUE) | 0.0 | $812.000000 | 50.00 | 16.24 |
|
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $811.000000 | -52% | 8.00 | 101.38 |
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $785.998600 | 29.00 | 27.10 |
|
|
| Centene Corporation (CNC) | 0.0 | $784.999600 | 22.00 | 35.68 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $747.000100 | 7.00 | 106.71 |
|
|
| Baxter International (BAX) | 0.0 | $706.000200 | 31.00 | 22.77 |
|
|
| 4068594 Enphase Energy (ENPH) | 0.0 | $637.999200 | 18.00 | 35.44 |
|
|
| Akamai Technologies (AKAM) | 0.0 | $607.000000 | 8.00 | 75.88 |
|
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $551.000000 | 2.00 | 275.50 |
|
|
| Cooper Cos (COO) | 0.0 | $549.000000 | 8.00 | 68.62 |
|
|
| Molson Coors Beverage CL B (TAP) | 0.0 | $543.000000 | 12.00 | 45.25 |
|
|
| Fortive (FTV) | 0.0 | $539.000000 | 11.00 | 49.00 |
|
|
| Lululemon Athletica (LULU) | 0.0 | $534.000000 | 3.00 | 178.00 |
|
|
| Masterbrand Common Stock (MBC) | 0.0 | $302.999700 | 23.00 | 13.17 |
|
|
| Embecta Corp Common Stock (EMBC) | 0.0 | $297.000900 | 21.00 | 14.14 |
|
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $292.000000 | 4.00 | 73.00 |
|
|
| Ralliant Corp (RAL) | 0.0 | $132.000000 | 3.00 | 44.00 |
|
Past Filings by Trifecta Capital Advisors
SEC 13F filings are viewable for Trifecta Capital Advisors going back to 2022
- Trifecta Capital Advisors 2025 Q3 filed Nov. 3, 2025
- Trifecta Capital Advisors 2025 Q2 filed July 23, 2025
- Trifecta Capital Advisors 2025 Q1 filed April 21, 2025
- Trifecta Capital Advisors 2024 Q4 filed Feb. 4, 2025
- Trifecta Capital Advisors 2024 Q3 filed Oct. 16, 2024
- Trifecta Capital Advisors 2024 Q2 filed Aug. 7, 2024
- Trifecta Capital Advisors 2024 Q1 filed April 16, 2024
- Trifecta Capital Advisors 2023 Q4 filed Jan. 25, 2024
- Trifecta Capital Advisors 2023 Q3 filed Nov. 1, 2023
- Trifecta Capital Advisors 2023 Q2 filed Aug. 14, 2023
- Trifecta Capital Advisors 2023 Q1 filed May 9, 2023
- Trifecta Capital Advisors 2022 Q4 filed Jan. 18, 2023