Fund HoldingsTrivium Point Advisory, LLC

Total Portfolio Value
$362.97M
Total Bought
$34.90M
Total Sold
$26.81M
Net Transaction
+$8.09M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
SPOTIFY TECHNOLOGY S A(SPOT)6,39896,733+90,3351,02714,9464.12%+13,919
AMGEN INC(AMGN)011,084+11,08402,8930.80%+2,893
ALPHABET INC(GOOG)68,99469,015+218,2599,1402.52%+881
NVIDIA CORPORATION(NVDA)8,55710,096+1,5393,6204,3941.21%+774
SPDR SER TR
ST PORT HIGH ETF
035,074+35,07407700.21%+770
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
13,83718,396+4,5592,1032,6860.74%+583
COUPANG INC(CPNG)0304,310+304,31005,0701.40%+5,070
DTE ENERGY CO(DTB)05,120+5,12004980.14%+498
PUBLIC SVC ENTERPRISE GRP IN(PEG)08,669+8,66904810.13%+481
MARATHON PETE CORP(MPC)014,441+14,44102,1270.59%+2,127
SCHWAB STRATEGIC TR32,52139,689+7,1682,3622,7550.76%+394
UNITEDHEALTH GROUP INC(UNH)12,57212,612+406,0436,4251.77%+383
J P MORGAN EXCHANGE TRADED F
DIV RTN EM EQT
07,432+7,43203680.10%+368
EOG RES INC(EOG)030,004+30,00403,7281.03%+3,728
FS CREDIT OPPORTUNITIES CORP(FSCO)506,076500,223-5,8532,4042,6860.74%+282
SCHWAB STRATEGIC TR45,41252,403+6,9912,6142,8840.79%+269
REGIONS FINANCIAL CORP NEW(RF)015,135+15,13502480.07%+248
SCHWAB STRATEGIC TR07,687+7,68702360.07%+236
TESLA INC(TSLA)3,6474,787+1,1409551,1800.33%+225
AMERICAN TOWER CORP NEW(AMT)4,4026,810+2,4088541,0770.30%+223
VERALTO CORP(VLTO)02,860+2,86002200.06%+220
ISHARES TR34,21739,478+5,2612,9613,1720.87%+211
ISHARES TR
CORE UNIVRSL USD
119,255131,121+11,8665,4235,6291.55%+207
COSTCO WHSL CORP NEW(COST)7,6587,643-154,1234,3191.19%+196
CISCO SYS INC(CSCO)041,707+41,70702,2380.62%+2,238
PARKER-HANNIFIN CORP(PH)3,1963,727+5311,2471,4240.39%+177
CHUBB LIMITED
COM
3,6024,177+5756948560.24%+162
ALPHABET INC(GOOG)11,39411,552+1581,3781,5400.42%+162
CME GROUP INC(CME)012,842+12,84202,5900.71%+2,590
ABBVIE INC(ABBV)06,697+6,69709870.27%+987
INTERNATIONAL BUSINESS MACHS(IBM)010,270+10,27001,4420.40%+1,442
INTERNATIONAL PAPER CO(IP)040,658+40,65801,4290.39%+1,429
BECTON DICKINSON & CO(BDX)11,52512,243+7183,0433,1700.87%+127
CITIZENS FINL GROUP INC(CFG)042,474+42,47401,0810.30%+1,081
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
51,34457,319+5,9752,3922,5140.69%+122
US BANCORP DEL(USB)27,88332,863+4,9809211,0300.28%+109
LYFT INC(LYFT)0218,558+218,55802,2010.61%+2,201
CHEVRON CORP NEW(CVX)012,114+12,11402,0220.56%+2,022
ISHARES TR
0-5YR HI YL CP
220,378228,776+8,3989,1359,2272.54%+92
SYNOPSYS INC(SNPS)4,7924,830+382,0862,1770.60%+90
WALMART INC(WMT)24,90725,119+2123,9153,9961.10%+81
COMCAST CORP NEW(CCZ)047,939+47,93902,0830.57%+2,083
LYONDELLBASELL INDUSTRIES N
SHS - A -
014,670+14,67001,3760.38%+1,376
SCHWAB STRATEGIC TR4,2946,219+1,9252172920.08%+76
METLIFE INC(MET)023,840+23,84001,4370.40%+1,437
AGNC INVT CORP(AGNC)12,10021,200+9,1001231890.05%+67
LINDE PLC(LIN)3,5533,799+2461,3541,4160.39%+62
DISNEY WALT CO(DIS)027,613+27,61302,1960.61%+2,196
EXXON MOBIL CORP15,31514,645-6701,6431,6960.47%+54
TJX COS INC NEW(TJX)17,64117,595-461,4961,5460.43%+50
SCHWAB STRATEGIC TR7,2608,591+1,3315165650.16%+49
PIONEER NAT RES CO02,924+2,92406540.18%+654
SCHWAB STRATEGIC TR10,45712,259+1,8022803140.09%+34
BLACKSTONE INC(BX)03,427+3,42703540.10%+354
VEEVA SYS INC(VEEV)01,477+1,47702960.08%+296
FRANKLIN RESOURCES INC(BEN)029,706+29,70606940.19%+694
META PLATFORMS INC(META)707744+372032240.06%+21
EATON CORP PLC(ETN)2,5762,57605185390.15%+20
ARES MANAGEMENT CORPORATION(ARES)3,0803,148+682973150.09%+18
PAYCHEX INC(PAYX)05,773+5,77306600.18%+660
VERTEX PHARMACEUTICALS INC(VRTX)1,4461,497+515095170.14%+8
WILLIAMS COS INC(WMB)72,64272,118-5242,3702,3780.66%+7
SPDR S&P 500 ETF TR(SPY)1,2871,368+815705770.16%+6
ARES CAPITAL CORP(ARCC)70,60670,854+2481,3271,3310.37%+4
ANNALY CAPITAL MANAGEMENT IN12,01213,661+1,6492402440.07%+4
ROPER TECHNOLOGIES INC(ROP)6,8726,891+193,3043,3080.91%+4
PAYONEER GLOBAL INC010,000+10,000080.00%+8
BREEZE HOLDINGS ACQUISITN CO010,000+10,000020.00%+2
VIEW INC052,100+52,100010.00%+1
BRISTOL-MYERS SQUIBB CO010,000+10,000010.00%+1
OPPFI INC(OPFI)010,000+10,000000.00%0
SERVICENOW INC(NOW)832862+304684670.13%-1
THE TRADE DESK INC(TTD)5,3665,398+324144120.11%-2
ACCENTURE PLC IRELAND
SHS CLASS A
5,7415,777+361,7721,7690.49%-2
UNION PAC CORP(UNP)02,940+2,94005990.17%+599
SSGA ACTIVE ETF TR
ST STR BL LN ETF
086,487+86,48703,5800.99%+3,580
PLAYSTUDIOS INC010,000+10,000020.00%+2
ISHARES TR07,875+7,87504890.13%+489
ZOETIS INC(ZTS)14,37614,502+1262,4762,4700.68%-6
NISOURCE INC(NI)23,30026,280+2,9806376300.17%-8
VERU INC020,000+20,0000150.00%+15
ENZO BIOCHEM INC019,500+19,5000260.01%+26
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
011,000+11,00005450.15%+545
ISHARES TR05,424+5,42402590.07%+259
GILEAD SCIENCES INC(GILD)024,238+24,23801,7760.49%+1,776
ISHARES TR1,5751,631+567026910.19%-11
TYLER TECHNOLOGIES INC(TYL)537550+132242090.06%-14
ISHARES TR14,14514,777+6321,3841,3700.38%-14
SALESFORCE INC(CRM)03,729+3,72907450.21%+745
ISHARES TR016,426+16,42608120.22%+812
CENCORA INC1,5431,54302972780.08%-19
SPDR SER TR
ST STR P500ETF
04,354+4,35402160.06%+216
ISHARES TR
MORTGE REL ETF
9,92110,120+1992342130.06%-22
TRANE TECHNOLOGIES PLC(TT)010,190+10,19002,0000.55%+2,000
WENDYS CO(WEN)023,535+23,53504570.13%+457
CINCINNATI FINL CORP(CINF)012,599+12,59901,2570.35%+1,257
AT&T INC(T)059,528+59,52808800.24%+880
BRISTOL-MYERS SQUIBB CO(BMY)04,913+4,91302810.08%+281
ORACLE CORP(ORCL)2,5282,511-173012620.07%-39
GRAINGER W W INC(GWW)40040003152750.08%-41
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