Fund HoldingsTrivium Point Advisory, LLC

Total Portfolio Value
$993.58M
Total Bought
$122.88M
Total Sold
$117.39M
Net Transaction
+$5.49M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR BLO 1 ETF
0215,512+215,512019,6931.98%+19,693
ISHARES TR
CORE UNIVRSL USD
0169,420+169,42007,8850.79%+7,885
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
0148,572+148,57205,9800.60%+5,980
ALPHABET INC(GOOG)84,21683,164-1,05220,47326,0302.62%+5,558
ISHARES INC054,385+54,38505,2870.53%+5,287
MICRON TECHNOLOGY INC(MU)41,44642,006+5606,93511,9891.21%+5,054
GE HEALTHCARE TECHNOLOGIES I(GEHC)058,905+58,90504,8310.49%+4,831
GLOBAL X FDS
GLOBAL X COPPER
72,494126,087+53,5934,3369,0520.91%+4,716
SSGA ACTIVE ETF TR
ST STR BL LN ETF
097,919+97,91904,0410.41%+4,041
ALPHABET INC(GOOG)50,23751,380+1,14312,23516,1231.62%+3,888
QUALCOMM INC(QCOM)023,113+23,11303,9530.40%+3,953
AGNC INVT CORP(AGNC)1,139,5281,355,114+215,58611,15614,5271.46%+3,371
BLUEROCK PVT REAL ESTATE FD(BPRE)0159,263+159,26302,3890.24%+2,389
SPDR SERIES TRUST
ST STR SP AERO
09,521+9,52102,2970.23%+2,297
SELECT SECTOR SPDR TR
ST STR UTIL ETF
046,973+46,97302,0050.20%+2,005
ALPS ETF TR
ALERIAN MLP
247,183287,063+39,88011,60013,4981.36%+1,897
SPDR GOLD TR(GLD)28,89130,412+1,52110,27012,0521.21%+1,782
CHENIERE ENERGY INC(LNG)41,00356,930+15,9279,63511,0671.11%+1,432
APPLE INC(AAPL)101,15199,937-1,21425,75627,1692.73%+1,413
ELI LILLY & CO(LLY)3,7453,797+522,8574,0810.41%+1,223
CACI INTL INC(CACI)11,63113,067+1,4365,8016,9620.70%+1,161
CAMECO CORP(CCJ)99,302103,516+4,2148,3289,4710.95%+1,143
ICICI BANK LIMITED(IBN)201,544242,271+40,7276,0937,2200.73%+1,127
SPDR SERIES TRUST
ST SHOR CORP ETF
035,360+35,36001,0680.11%+1,068
SCHWAB CHARLES CORP(SCHW)49,99958,453+8,4544,7735,8400.59%+1,067
MEDTRONIC PLC(MDT)50,43760,877+10,4404,8045,8480.59%+1,044
VANECK ETF TRUST
GOLD MINERS ETF
212,089199,992-12,09716,20417,1531.73%+950
SPDR SERIES TRUST
ST STR SP BANK
014,341+14,34108700.09%+870
ADVANCED MICRO DEVICES INC(AMD)016,087+16,08703,4450.35%+3,445
BERKSHIRE HATHAWAY INC DEL14,42115,816+1,3957,2507,9500.80%+700
THERMO FISHER SCIENTIFIC INC(TMO)8,4348,259-1754,0914,7860.48%+695
SPDR SERIES TRUST
ST TERM HIGH ETF
026,959+26,95906830.07%+683
LANDSTAR SYS INC(LSTR)04,706+4,70606760.07%+676
NVIDIA CORPORATION(NVDA)217,634221,238+3,60440,60641,2614.15%+655
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
33,91544,800+10,8852,0362,6850.27%+649
BNY MELLON ETF TRUST II
DYNAMIC VALUE
332,230340,318+8,0889,2369,8760.99%+640
NVENT ELECTRIC PLC(NVT)33,71538,119+4,4043,3263,8870.39%+561
SPDR SERIES TRUST
ST STR P500ETF
06,782+6,78205440.05%+544
INTUITIVE SURGICAL INC06,010+6,01003,4040.34%+3,404
ISHARES INC
CORE MSCI EMKT
18,30325,661+7,3581,2071,7250.17%+518
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
72,00878,367+6,3596,0576,5630.66%+507
WALMART INC(WMT)066,987+66,98707,4630.75%+7,463
OMNICOM GROUP INC(OMC)06,170+6,17004980.05%+498
SPDR S&P 500 ETF TR(SPY)11,27611,731+4557,5128,0000.81%+488
SMARTSTOP SELF STORAG REIT I(SMA)7,56524,606+17,0412857610.08%+477
FS SPECIALTY LENDING FD(FSSL)033,623+33,62304750.05%+475
PROLOGIS INC.(PLD)011,119+11,11901,4200.14%+1,420
VANGUARD INDEX FDS3,6344,935+1,3011,1931,6550.17%+462
CONSOLIDATED EDISON INC(ED)04,651+4,65104620.05%+462
EDISON INTL(EIX)07,571+7,57104540.05%+454
ISHARES TR
CORE INTL AGGR
07,907+7,90703950.04%+395
MERCK & CO INC(MRK)015,663+15,66301,6490.17%+1,649
CATERPILLAR INC(CAT)3,0803,220+1401,4701,8450.19%+375
ISHARES INC
MSCI JAPAN ETF
04,503+4,50303640.04%+364
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,192+1,19203620.04%+362
VANECK ETF TRUST
HIGH YLD MUNIETF
073,371+73,37103,7510.38%+3,751
ISHARES TR30,05433,785+3,7312,8603,2170.32%+357
JOHNSON & JOHNSON(JNJ)11,55411,983+4292,1422,4800.25%+338
VANGUARD INDEX FDS04,020+4,02002,5210.25%+2,521
BROADCOM INC(AVGO)21,01120,928-836,9327,2430.73%+311
CAPITAL ONE FINL CORP(COF)016,574+16,57404,0170.40%+4,017
EQUINIX INC(EQIX)7601,170+4105958960.09%+301
SALESFORCE INC(CRM)012,350+12,35003,2720.33%+3,272
CITIGROUP INC(C)19,15719,159+21,9442,2360.23%+291
ASTRAZENECA PLC(AZN)03,138+3,13802880.03%+288
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
014,221+14,22101,1340.11%+1,134
INTEL CORP(INTC)37,32841,516+4,1881,2521,5320.15%+280
FREEPORT-MCMORAN INC(FCX)011,648+11,64805920.06%+592
COCA COLA CO(KO)023,199+23,19901,6220.16%+1,622
CHUBB LIMITED
COM
03,864+3,86401,2060.12%+1,206
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,830+1,83002630.03%+263
ARISTA NETWORKS INC(ANET)2,8175,131+2,3144106720.07%+262
SOUTHERN CO(SO)02,907+2,90702530.03%+253
THE CIGNA GROUP(CI)0914+91402520.03%+252
ISHARES TR02,545+2,54502470.02%+247
ANALOG DEVICES INC(ADI)0906+90602460.02%+246
ENTERGY CORP NEW(ETR)61,85364,957+3,1045,7646,0040.60%+240
LAM RESEARCH CORP(LRCX)01,400+1,40002400.02%+240
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
04,053+4,05302360.02%+236
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
011,765+11,76506910.07%+691
TJX COS INC NEW(TJX)019,374+19,37402,9760.30%+2,976
AIR PRODS & CHEMS INC0912+91202250.02%+225
KLA CORP(KLAC)2,0361,992-442,1962,4200.24%+224
TERADYNE INC(TER)01,141+1,14102210.02%+221
DIAMONDBACK ENERGY INC(FANG)02,952+2,95204440.04%+444
SCHWAB STRATEGIC TR303,354304,946+1,5927,9908,2060.83%+216
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,389+1,38902150.02%+215
BUNGE GLOBAL SA(BG)02,410+2,41002150.02%+215
ISHARES TR
BROAD USD HIGH
017,364+17,36406490.07%+649
CONOCOPHILLIPS(COP)02,285+2,28502140.02%+214
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
171,056176,248+5,1928,1348,3450.84%+212
CISCO SYS INC(CSCO)56,68853,068-3,6203,8794,0880.41%+209
MCKESSON CORP(MCK)0255+25502090.02%+209
GUARDANT HEALTH INC(GH)05,157+5,15705270.05%+527
SMURFIT WESTROCK PLC(SW)05,215+5,21502020.02%+202
ASML HOLDING N V
N Y REGISTRY SHS
01,744+1,74401,8660.19%+1,866
BRISTOL-MYERS SQUIBB CO(BMY)010,776+10,77605810.06%+581
PACER FDS TR
US CASH COWS 100
022,326+22,32601,3430.14%+1,343
VERTIV HOLDINGS CO(VRT)8,9109,412+5021,3441,5250.15%+181
PARKER-HANNIFIN CORP(PH)02,409+2,40902,1170.21%+2,117
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