Fund HoldingsTrivium Point Advisory, LLC

Total Portfolio Value
$369.55M
Total Bought
$36.41M
Total Sold
$54.87M
Net Transaction
-$18.46M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
ISHARES TR
CORE UNIVRSL USD
0119,255+119,25505,4231.47%+5,423
ISHARES TR
0-5YR HI YL CP
152,753220,378+67,6256,3679,1352.47%+2,768
APPLE INC(AAPL)70,66171,877+1,21611,65213,9423.77%+2,290
MICROSOFT CORP(MSFT)38,01137,477-53410,95912,7633.45%+1,804
AMAZON COM INC(AMZN)63,99464,294+3006,6108,3812.27%+1,771
ADOBE SYSTEMS INCORPORATED(ADBE)15,87015,793-776,1167,7232.09%+1,607
NVIDIA CORPORATION(NVDA)8,8578,557-3002,4603,6200.98%+1,160
ALPHABET INC(GOOG)68,47668,994+5187,1038,2592.23%+1,156
SCHWAB STRATEGIC TR26,99845,412+18,4141,4832,6140.71%+1,132
SCHWAB STRATEGIC TR27,38444,333+16,9491,3252,3220.63%+997
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
013,837+13,83702,1030.57%+2,103
PEAKSTONE REALTY TRUST
COMMON SHARES
034,257+34,25709560.26%+956
AMERICAN TOWER CORP NEW(AMT)04,402+4,40208540.23%+854
SCHWAB STRATEGIC TR21,08732,521+11,4341,5432,3620.64%+819
CITIGROUP INC(C)017,774+17,77408180.22%+818
UNUM GROUP(UNM)017,118+17,11808170.22%+817
FS CREDIT OPPORTUNITIES CORP(FSCO)357,962506,076+148,1141,5892,4040.65%+815
ISHARES TR06,750+6,75006950.19%+695
NISOURCE INC(NI)023,300+23,30006370.17%+637
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
37,13051,344+14,2141,7602,3920.65%+632
QUANTA SVCS INC15,58716,327+7402,5973,2070.87%+610
HCA HEALTHCARE INC(HCA)16,63016,286-3444,3854,9421.34%+557
WHIRLPOOL CORP(WHR)03,705+3,70505510.15%+551
FIRSTENERGY CORP(FE)032,805+32,80501,2750.35%+1,275
PARKER-HANNIFIN CORP(PH)03,196+3,19601,2470.34%+1,247
HP INC(HPQ)017,273+17,27305300.14%+530
ISHARES TR139,596147,078+7,48210,54611,0412.99%+495
MASTERCARD INCORPORATED(MA)16,47716,411-665,9886,4541.75%+467
MASTEC INC(MTZ)19,80019,80001,8702,3360.63%+466
JPMORGAN CHASE & CO(JPM)32,96532,626-3394,2964,7451.28%+449
BERKSHIRE HATHAWAY INC DEL15,88915,670-2194,9065,3431.45%+437
TESLA INC(TSLA)03,647+3,64709550.26%+955
ISHARES TR29,70434,217+4,5132,5632,9610.80%+398
S&P GLOBAL INC(SPGI)5,9215,943+222,0412,3820.64%+341
PROSHARES TR
PSHS ULT S&P 500
05,691+5,69103310.09%+331
LINDE PLC(LIN)03,553+3,55301,3540.37%+1,354
EDWARDS LIFESCIENCES CORP30,79830,080-7182,5482,8370.77%+290
BECTON DICKINSON & CO(BDX)11,15111,525+3742,7603,0430.82%+282
SCHWAB STRATEGIC TR010,457+10,45702800.08%+280
ISHARES TR01,575+1,57507020.19%+702
MCDONALDS CORP(MCD)16,47916,275-2044,6084,8571.31%+249
SPDR GOLD TR(GLD)01,382+1,38202460.07%+246
ANNALY CAPITAL MANAGEMENT IN012,012+12,01202400.07%+240
ALPHABET INC(GOOG)011,394+11,39401,3780.37%+1,378
VISA INC(V)25,19324,914-2795,6805,9171.60%+237
ISHARES TR
MORTGE REL ETF
09,921+9,92102340.06%+234
WALMART INC(WMT)24,99124,907-843,6853,9151.06%+230
ISHARES TR014,145+14,14501,3840.37%+1,384
COSTCO WHSL CORP NEW(COST)7,8387,658-1803,8944,1231.12%+228
WILLIAMS COS INC(WMB)71,73572,642+9072,1422,3700.64%+228
VANGUARD INDEX FDS010,126+10,12601,4010.38%+1,401
SCHWAB STRATEGIC TR07,260+7,26005160.14%+516
ISHARES TR012,913+12,91301,4180.38%+1,418
TYLER TECHNOLOGIES INC(TYL)0537+53702240.06%+224
EQUINIX INC(EQIX)3,6853,671-142,6572,8780.78%+221
HOME DEPOT INC(HD)15,01014,969-414,4304,6501.26%+220
BILL HOLDINGS INC01,882+1,88202200.06%+220
CINTAS CORP(CTAS)8,6338,475-1583,9944,2131.14%+218
SCHWAB STRATEGIC TR04,294+4,29402170.06%+217
ASML HOLDING N V
N Y REGISTRY SHS
4,7504,759+93,2333,4490.93%+216
FIDELITY COVINGTON TRUST04,393+4,39302050.06%+205
META PLATFORMS INC(META)0707+70702030.05%+203
INDEPENDENCE RLTY TR INC(IRT)203,770190,336-13,4343,2663,4680.94%+201
REPUBLIC SVCS INC(RSG)10,59510,630+351,4331,6280.44%+196
SPOTIFY TECHNOLOGY S A(SPOT)06,398+6,39801,0270.28%+1,027
ROPER TECHNOLOGIES INC(ROP)7,1166,872-2443,1363,3040.89%+168
OLD DOMINION FREIGHT LINE IN(ODFL)5,9035,896-72,0122,1800.59%+168
PALO ALTO NETWORKS INC(PANW)03,375+3,37508620.23%+862
SSGA ACTIVE ETF TR
ST STR UL BD ETF
011,419+11,41904600.12%+460
AMERICAN EXPRESS CO(AXP)07,608+7,60801,3250.36%+1,325
SYNOPSYS INC(SNPS)5,0504,792-2581,9512,0860.56%+136
ACCENTURE PLC IRELAND
SHS CLASS A
5,7405,741+11,6411,7720.48%+131
AGNC INVT CORP(AGNC)012,100+12,10001230.03%+123
UNITEDHEALTH GROUP INC(UNH)12,52912,572+435,9216,0431.64%+121
NXP SEMICONDUCTORS N V
COM
11,78411,329-4552,1972,3190.63%+121
SPDR S&P 500 ETF TR(SPY)01,287+1,28705700.15%+570
FORD MTR CO DEL(F)042,821+42,82106480.18%+648
CHUBB LIMITED
COM
03,602+3,60206940.19%+694
TJX COS INC NEW(TJX)17,70617,641-651,3871,4960.40%+108
US BANCORP DEL(USB)027,883+27,88309210.25%+921
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
07,665+7,66504420.12%+442
THE TRADE DESK INC(TTD)05,366+5,36604140.11%+414
ZOETIS INC(ZTS)14,38214,376-62,3942,4760.67%+82
CION INVT CORP(CICB)194,029192,050-1,9791,9151,9930.54%+78
SERVICENOW INC(NOW)0832+83204680.13%+468
NEXTERA ENERGY PARTNERS LP(XIFR)010,487+10,48706150.17%+615
VANECK ETF TRUST
HIGH YLD MUNIETF
41,25742,997+1,7402,1352,2070.60%+73
FS KKR CAP CORP(FSK)141,689140,377-1,3122,6212,6920.73%+71
EATON CORP PLC(ETN)02,576+2,57605180.14%+518
VERTEX PHARMACEUTICALS INC(VRTX)01,446+1,44605090.14%+509
ORACLE CORP(ORCL)02,528+2,52803010.08%+301
AON PLC(AON)02,174+2,17407500.20%+750
JOHNSON & JOHNSON(JNJ)06,717+6,71701,1120.30%+1,112
EXXON MOBIL CORP(XOM)14,46515,315+8501,5861,6430.44%+56
AMERISOURCEBERGEN CORP01,543+1,54302970.08%+297
INTERPUBLIC GROUP COS INC026,745+26,74501,0320.28%+1,032
DEXCOM INC(DXCM)03,471+3,47104460.12%+446
GRAINGER W W INC(GWW)0400+40003150.09%+315
ARES CAPITAL CORP(ARCC)70,47870,606+1281,2881,3270.36%+39
ARES MANAGEMENT CORPORATION(ARES)03,080+3,08002970.08%+297
Page 1 of 1