Fund HoldingsTrivant Custom Portfolio Group, LLC

Total Portfolio Value
$173.93M
Total Bought
$29.07M
Total Sold
$26.35M
Net Transaction
+$2.72M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
REGAN TOTAL RETURN INCOM0448,237+448,23704,2582.45%+4,258
BONDBLOXX BBB 5 10 YR
BBB RATED 5 10 Y
065,410+65,41003,3271.91%+3,327
SPDR INDEX SHARES EMERG
ST PORT MARK ETF
034,006+34,00601,3390.77%+1,339
ASML HLDG N V F
N Y REGISTRY SHS
01,812+1,81201,2010.69%+1,201
CROWDSTRIKE HLDGS INC(CRWD)03,053+3,05301,0760.62%+1,076
RESMED INC(RMD)04,688+4,68801,0490.60%+1,049
FLEXSHARES DISCIPLINED
DISCP DUR MBS
0309,313+309,31306,3863.67%+6,386
PROGRESSIVE CORP OH(PGR)03,655+3,65501,0340.59%+1,034
UBS GROUP AG F(UBS)064,155+64,15501,9651.13%+1,965
INFOSYS LTD F(INFY)051,272+51,27209360.54%+936
ISHARES 0-5 YEAR TIPS
0-5 YR TIPS ETF
53,59360,772+7,1795,3916,2883.62%+897
DANAHER CORP(DHR)04,060+4,06008320.48%+832
TOPBUILD CORP02,535+2,53507730.44%+773
EATON CORP PLC F(ETN)02,838+2,83807710.44%+771
ISHARES BROAD USD0175,203+175,20308,9495.15%+8,949
MERCADOLIBRE INC(MELI)438714+2767451,3930.80%+648
NETFLIX INC(NFLX)305933+6282728700.50%+598
SHERWIN-WILLIAMS CO(SHW)04,305+4,30501,5030.86%+1,503
GE AEROSPACE(GE)019,360+19,36003,8752.23%+3,875
SHOPIFY INC F(SHOP)05,959+5,95905690.33%+569
ELEVANCE HEALTH INC(ELV)06,579+6,57902,8621.65%+2,862
VANGUARD TOTAL STOCK MKT03,719+3,71904970.29%+497
ORACLE CORP(ORCL)03,209+3,20904490.26%+449
SANOFI F(SNY)017,680+17,68009810.56%+981
CHEVRON CORP NEW(CVX)016,406+16,40602,7451.58%+2,745
UBER TECHNOLOGIES INC(UBER)012,340+12,34008990.52%+899
AUTOZONE INC(AZO)485490+51,5531,8681.07%+315
VISA INC(V)9,7289,631-973,0743,3751.94%+301
HERSHEY CO(HSY)05,891+5,89101,0080.58%+1,008
ABBOTT LABS014,705+14,70501,9511.12%+1,951
VANGUARD US GROWTH ADMIR01,621+1,62102690.15%+269
NORTHROP GRUMMAN CORP(NOC)07,051+7,05103,6102.08%+3,610
ZOETIS INC(ZTS)07,310+7,31001,2040.69%+1,204
CHENIERE ENERGY INC(LNG)9,5339,546+132,0482,2091.27%+161
OTIS WORLDWIDE CORP(OTIS)015,023+15,02301,5500.89%+1,550
VANGUARD EQUITY-INCOME A01,380+1,38001240.07%+124
ELI LILLY AND CO(LLY)01,296+1,29601,0700.62%+1,070
STRYKER CORP(SYK)09,451+9,45103,5182.02%+3,518
COSTCO WHSL CORP NEW(COST)5,3515,295-564,9025,0082.88%+106
FISERV INC(FISV)5,0705,163+931,0411,1400.66%+99
ISHARES MSCI EAFE ETF03,381+3,38102760.16%+276
ISHARES MORNINGSTAR MID05,001+5,00103710.21%+371
SPDR S&P 500 ETF(SPY)1,7051,910+2059991,0680.61%+69
PARNASSUS CORE EQUITY IN0955+9550560.03%+56
VANGUARD MID-CAP GROWTH0511+5110540.03%+54
JPMORGAN CHASE & CO(JPM)16,19916,046-1533,8833,9362.26%+53
ISHARES 3-7 YEAR TRERY0499+4990590.03%+59
SPDR S&P KENSHO CLEAN
SP KENSHO CLEAN
0850+8500430.02%+43
PALANTIR TECHNOLOGIES IN(PLTR)6201,020+40047860.05%+39
UNITED RENTALS INC(URI)026+260160.01%+16
ROOT INC(ROOT)0100+1000130.01%+13
HOWMET AEROSPACE INC(HWM)0100+1000130.01%+13
STRIDE INC(LRN)0100+1000130.01%+13
ISHARES 7-10 YEAR TRSURY176303+12716290.02%+13
TRANSDIGM GROUP INC(TDG)0100+10001380.08%+138
VANGUARD 500 INDEX ADMIR021+210110.01%+11
BNDBLXX BLMBRG 3 YR TRG
BLOOMBERG THREE
0221+2210110.01%+11
DUKE ENERGY CORP NEW(DUK)0500+5000610.04%+61
ORGANOGENESIS HLDGS INC5,4525,452017240.01%+6
DOXIMITY INC(DOCS)0100+100060.00%+6
WELLTOWER INC(WELL)0200+2000310.02%+31
ISHARES BITCOIN ETF(IBIT)0113+113050.00%+5
PEAKSTONE REALTY CL E
COMMON SHARES
03,346+3,3460420.02%+42
3M CO(MMM)0280+2800410.02%+41
INTUITIVE SURGICAL INC010+10050.00%+5
WILLIAMS COS INC(WMB)775775042460.03%+4
SMUCKER J M CO(SJM)475475052560.03%+4
DOLLAR GEN CORP NEW(DG)300300023260.02%+4
MAREX GROUP PLC F(MRX)0100+100040.00%+4
RTX CORP(RTX)200200023260.02%+3
ABBVIE INC(ABBV)0100+1000210.01%+21
AVIDITY BIOSCIENCES INC0100+100030.00%+3
SOUTHERN CO(SO)0300+3000280.02%+28
IBM CORP(IBM)0100+1000250.01%+25
SPDR GOLD SHARES ETF(GLD)060+600170.01%+17
OKTA INC(OKTA)10010008110.01%+3
SPDR S&P DIVIDEND ETF
ST STR SP DIV
0600+6000810.05%+81
AERCAP HOLDINGS N V F(AER)300300029310.02%+2
JOHNSON & JOHNSON(JNJ)9090013150.01%+2
TRAVERE THERAPEUTICS INC(TVTX)0100+100020.00%+2
MICRON TECHNOLOGY INC(MU)0600+6000520.03%+52
TOTALENERGIES SE F(TTE)0160+1600100.01%+10
SERVICENOW INC(NOW)1015+511120.01%+1
BRISTOL MYERS SQUIBB CO(BMY)200200011120.01%+1
SOLVENTUM CORP(SOLV)070+70050.00%+5
KINDER MORGAN INC DEL(KMI)350350010100.01%0
GRAIL INC EQUITY(GRAL)33330110.00%0
O REILLY AUTOMOTIVE INC(ORLY)110110.00%0
VIKING THERAPEUTICS INC(VKTX)010+10000.00%0
PHILLIPS 66(PSX)025+25030.00%+3
GEELY AUTOMOBILE H ORDF1,0001,0000220.00%0
TJX COS INC NEW(TJX)215215026260.02%0
WD 40 CO(WDFC)0115+1150280.02%+28
MATTEL INC(MAT)050+50010.00%+1
ISHARES MSCI ACWI ETF041+41050.00%+5
ISHARES TR IS 1-5 YR IN0100+100050.00%+5
SILVERCORP METALS INC F(SVM)026+26000.00%0
ISHARES 1-3 YEAR TREASRY022+22020.00%+2
IQIYI INC F(IQ)050+50000.00%0
BECTON DICKINSON & CO(BDX)05+5010.00%+1
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