Fund HoldingsTrivium Point Advisory, LLC

Total Portfolio Value
$671.18M
Total Bought
$231.23M
Total Sold
$27.92M
Net Transaction
+$203.31M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
INVESCO QQQ TR1,41522,315+20,90062810,6911.59%+10,063
NVIDIA CORPORATION(NVDA)14,326180,208+165,88212,94522,2633.32%+9,318
SPDR SER TR
ST STR BLO 1 ETF
7,28098,898+91,6186689,0771.35%+8,409
VANECK ETF TRUST
GOLD MINERS ETF
27,927213,382+185,4558837,2401.08%+6,357
MICROSOFT CORP(MSFT)40,35251,111+10,75916,97722,8443.40%+5,867
SPDR SER TR
ST STR SP BIOT
4,17564,177+60,0023965,9500.89%+5,554
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
0137,182+137,18205,4490.81%+5,449
ISHARES TR14,636108,414+93,7788586,0760.91%+5,218
APPLE INC(AAPL)086,563+86,563018,2322.72%+18,232
ISHARES INC
MSCI JAPAN ETF
7,85372,173+64,3205604,9250.73%+4,365
AGNC INVT CORP(AGNC)92,362533,240+440,8789145,0870.76%+4,173
ALPHABET INC(GOOG)72,91582,411+9,49611,00515,0112.24%+4,006
ALPHABET INC(GOOG)13,98332,763+18,7802,1296,0090.90%+3,880
SPDR GOLD TR(GLD)2,63420,423+17,7895424,3910.65%+3,849
SCHWAB STRATEGIC TR052,496+52,49603,5160.52%+3,516
FIRST TR NASDAQ 100 TECH IND3,98021,006+17,0267594,1480.62%+3,389
SPOTIFY TECHNOLOGY S A(SPOT)96,61191,925-4,68625,49628,8454.30%+3,350
ISHARES TR
MSCI INDIA ETF
6,74164,828+58,0873483,6160.54%+3,268
ISHARES TR
MORTGE REL ETF
0140,257+140,25703,1080.46%+3,108
WILLIAMS COS INC(WMB)0129,124+129,12405,4880.82%+5,488
META PLATFORMS INC(META)06,345+6,34503,1990.48%+3,199
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
024,738+24,73802,8590.43%+2,859
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
24,89437,374+12,4804,5487,3671.10%+2,819
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
029,137+29,13702,7830.41%+2,783
ALPS ETF TR
ALERIAN MLP
9,16966,318+57,1494353,1820.47%+2,747
GLOBAL X FDS
GLBL X MLP ETF
055,203+55,20302,6770.40%+2,677
WISDOMTREE TR(WT)054,735+54,73502,6430.39%+2,643
ICICI BANK LIMITED(IBN)18,728103,174+84,4464952,9720.44%+2,478
ORACLE CORP(ORCL)019,061+19,06102,6910.40%+2,691
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
048,679+48,67902,3390.35%+2,339
ISHARES TR153,563184,649+31,08611,93614,2442.12%+2,307
GLOBAL X FDS
GLOBAL X URANIUM
13,00390,712+77,7093752,6260.39%+2,251
CYBERARK SOFTWARE LTD1,0839,126+8,0432882,4950.37%+2,208
SPDR S&P 500 ETF TR(SPY)05,577+5,57703,0350.45%+3,035
CHENIERE ENERGY INC(LNG)2,52714,726+12,1994082,5750.38%+2,167
BROADCOM INC(AVGO)8192,001+1,1821,0863,2120.48%+2,127
EOG RES INC(EOG)37,56554,730+17,1654,8026,8891.03%+2,087
J P MORGAN EXCHANGE TRADED F
BETA US GRAD ETF
046,238+46,23802,0760.31%+2,076
DATADOG INC(DDOG)3,94619,532+15,5864882,5330.38%+2,045
ISHARES TR
YLD OPTIM BD
085,160+85,16001,8890.28%+1,889
AMAZON COM INC(AMZN)66,24771,037+4,79011,95013,7282.05%+1,778
LOCKHEED MARTIN CORP(LMT)5,8219,445+3,6242,6484,4120.66%+1,764
EATON CORP PLC(ETN)3,9449,376+5,4321,2332,9400.44%+1,707
SPDR SER TR
ST STR SP AERO
011,505+11,50501,6100.24%+1,610
SELECT SECTOR SPDR TR
ST STR ENERG ETF
017,499+17,49901,5950.24%+1,595
VANGUARD INDEX FDS4863,592+3,1062341,7960.27%+1,563
EMERSON ELEC CO(EMR)021,380+21,38002,3550.35%+2,355
UBER TECHNOLOGIES INC(UBER)2,99722,769+19,7722311,6550.25%+1,424
PIMCO ETF TR
ENHAN SHRT MA AC
013,848+13,84801,3940.21%+1,394
PROSHARES TR
PSHS ULT S&P 500
016,660+16,66001,3760.21%+1,376
COSTCO WHSL CORP NEW(COST)7,8208,326+5065,7297,0771.05%+1,348
EXXON MOBIL CORP19,24931,050+11,8012,2383,5750.53%+1,337
SPDR SER TR
ST SHO TREAS ETF
044,735+44,73501,2920.19%+1,292
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
023,201+23,20101,2700.19%+1,270
INVESCO EXCHANGE TRADED FD T
S&P 100 EQL WIGH
012,499+12,49901,1810.18%+1,181
ISHARES TR010,795+10,79501,1500.17%+1,150
ISHARES TR
0-5YR HI YL CP
277,959307,493+29,53411,82712,9761.93%+1,149
AMPLIFY ETF TR017,642+17,64201,1420.17%+1,142
SPDR SER TR
ST BLOO HIGH ETF
011,687+11,68701,1020.16%+1,102
ADOBE INC(ADBE)014,613+14,61308,1181.21%+8,118
ISHARES TR028,772+28,77201,4740.22%+1,474
SPDR SER TR
ST SHOR CORP ETF
033,676+33,67601,0000.15%+1,000
FIRST TR EXCHANGE-TRADED FD
NASDQ ARTFCIAL
022,983+22,98309730.14%+973
PACER FDS TR
US CASH COWS 100
017,602+17,60209590.14%+959
VERTEX PHARMACEUTICALS INC(VRTX)6,8418,121+1,2802,8603,8060.57%+947
TESLA INC(TSLA)019,159+19,15903,7910.56%+3,791
SPDR SER TR
ST STR P500ETF
018,173+18,17301,1630.17%+1,163
VANGUARD INDEX FDS03,545+3,54508850.13%+885
SPDR SER TR
ST TERM HIGH ETF
033,093+33,09308260.12%+826
NOVO-NORDISK A S(NVO)15,57319,749+4,1762,0002,8190.42%+819
ANNALY CAPITAL MANAGEMENT IN042,589+42,58908120.12%+812
ISHARES TR07,536+7,53608070.12%+807
SELECT SECTOR SPDR TR
ST STR CARE ETF
05,352+5,35207800.12%+780
FREEPORT-MCMORAN INC(FCX)015,996+15,99607770.12%+777
NEXTERA ENERGY INC(NEE)68,95472,628+3,6744,4075,1430.77%+736
ISHARES TR
FLTG RATE NT ETF
013,960+13,96007130.11%+713
AMGEN INC(AMGN)15,78916,634+8454,4895,1970.77%+708
SPDR SER TR
ST PORT HIGH ETF
53,50683,752+30,2461,2551,9460.29%+690
JPMORGAN CHASE & CO.(JPM)34,31737,307+2,9906,8747,5461.12%+672
ISHARES TR021,226+21,22606700.10%+670
ABBVIE INC(ABBV)011,005+11,00501,8880.28%+1,888
CAPITAL ONE FINL CORP(COF)11,12716,703+5,5761,6572,3130.34%+656
KLA CORP(KLAC)1,9872,450+4631,3882,0200.30%+632
ISHARES TR017,034+17,03408730.13%+873
ISHARES TR05,257+5,25706070.09%+607
VANGUARD INDEX FDS01,562+1,56205890.09%+589
VANGUARD INDEX FDS03,593+3,59305760.09%+576
ASML HOLDING N V
N Y REGISTRY SHS
4,5114,836+3254,3784,9460.74%+568
PUBLIC STORAGE OPER CO(PSA)01,948+1,94805600.08%+560
ISHARES TR05,225+5,22505570.08%+557
ISHARES TR010,313+10,31305510.08%+551
UNITEDHEALTH GROUP INC(UNH)014,026+14,02607,1431.06%+7,143
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
010,853+10,85305480.08%+548
SCHWAB STRATEGIC TR63,10669,471+6,3653,9164,4640.67%+547
TRANE TECHNOLOGIES PLC(TT)10,69211,392+7003,2103,7470.56%+537
TJX COS INC NEW(TJX)019,699+19,69902,1690.32%+2,169
SCHWAB STRATEGIC TR017,779+17,77905260.08%+526
S&P GLOBAL INC(SPGI)07,120+7,12003,1750.47%+3,175
T-MOBILE US INC(TMUS)031,821+31,82105,6060.84%+5,606
VANGUARD WORLD FD01,571+1,57104940.07%+494
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