Fund HoldingsTrivant Custom Portfolio Group, LLC

Total Portfolio Value
$136.02M
Total Bought
$12.77M
Total Sold
$10.56M
Net Transaction
+$2.20M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
JPMORGAN CHASE & CO(JPM)017,970+17,97002,6061.92%+2,606
GENERAL ELECTRIC CO(GE)021,129+21,12902,3361.72%+2,336
CHENIERE ENERGY INC(LNG)07,701+7,70101,2780.94%+1,278
INTUIT INC(INTU)8,2508,303+533,7804,2423.12%+462
CHEVRON CORP(CVX)32,74632,958+2125,1535,5574.09%+405
BOOKING HOLDINGS INC(BKNG)919915-42,4822,8222.07%+340
WESTERN ALLIANCE BNC(WAL)47,33143,311-4,0201,7261,9911.46%+265
ALPHABET INC. CLASS A(GOOG)16,06616,481+4151,9232,1571.59%+234
WALMART INC(WMT)17,84018,406+5662,8042,9442.16%+140
COSTCO WHOLESALE CO(COST)5,5445,513-312,9853,1152.29%+130
BLACKSTONE REAL ESTATE INCOME TRUST CLASS I06,426+6,4260960.07%+96
FLEXSHARES DISCIPLINED DURTN MBS ETF
DISCP DUR MBS
391,440408,837+17,3977,9808,0665.93%+87
ISHARES 0-5 YEAR TIPS BOND ETF
0-5 YR TIPS ETF
55,68756,915+1,2285,4355,5164.06%+81
PHINIA INC(PHIN)02,750+2,7500740.05%+74
SPDR PORTFOLIO S&P 500 ETF
ST STR P500ETF
7,7279,354+1,6274034700.35%+67
CONSTELLATION BRAND CLASS A(STZ)10,39710,449+522,5592,6261.93%+67
ISHARES BRD USD INV GRD CORP BD ETF66,85570,723+3,8683,3493,4002.50%+51
AMAZON.COM INC(AMZN)27,09428,134+1,0403,5323,5762.63%+44
INSPERITY INC(NSP)0450+4500440.03%+44
SPROTT URANIUM MINERS ETF
URANI MINER ETF
0900+9000420.03%+42
ISHARES MBS ETF0450+4500400.03%+40
ISHARES 20 PLS YEAR TREASURY BND ETF9251,425+500951260.09%+31
CVS HEALTH CORP(CVS)40,12940,109-202,7742,8002.06%+26
AMERICAN COASTAL INSURAN03,000+3,0000220.02%+22
FTAI FIN HOLDCO LTD F(FTAI)0500+5000180.01%+18
ISHARES MSCI EAFE ETF2,0222,378+3561471640.12%+17
BOOT BARN HOLDINGS0210+2100170.01%+17
TREX CO INC(TREX)0275+2750170.01%+17
NVIDIA CORP(NVDA)098+980430.03%+43
BRCLYS BK IPATH BLOOM COMMODITY ETN(DJP)7,0007,00002142250.17%+11
SHARKNINJA INC F(SN)0200+200090.01%+9
US TREASURY 6 MONTH BILLETF
US TRSRY 6 MNTH
0174+174090.01%+9
CIVITAS RES INC0700+7000570.04%+57
BURFORD CAPITAL LIMITE F
ORD SHS
04,000+4,0000560.04%+56
SUPER MICRO COMPUTER(SMCI)250250062690.05%+6
GRTSHRS BLMBRG CMDT STRTNO K 1 ETF
BBG COMMD K 1
6,0006,00001241300.10%+6
VISTRA ENERGY CORP(VST)01,750+1,7500580.04%+58
BOSTON BEER CO INC CLASS A(SAM)060+600230.02%+23
META PLATFORMS INC CLASS A(META)015+15050.00%+5
EXXON MOBIL CORP0342+3420400.03%+40
VALARIS LTD F(VAL)900800-10057600.04%+3
FERROGLOBE PLC F07,000+7,0000360.03%+36
CELANESE CORP(CE)0300+3000380.03%+38
MICRON TECHNOLOGY(MU)0500+5000340.03%+34
ALPHABET INC. CLASS C(GOOG)0200+2000260.02%+26
CISCO SYSTEMS INC(CSCO)0848+8480460.03%+46
U HAUL HOLDING NON VOTIN0900+9000470.03%+47
ABBVIE INC(ABBV)0100+1000150.01%+15
TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS(TTE)0160+1600110.01%+11
PRUDENTIAL FINL(PFH)0194+1940180.01%+18
OKTA INC CLASS A(OKTA)0100+100080.01%+8
BELLRING BRANDS INC(BRBR)0200+200080.01%+8
WILLIAMS COS INC(WMB)0775+7750260.02%+26
US STEEL0100+100030.00%+3
IBM CORP(IBM)0100+1000140.01%+14
HAYWARD HOLDINGS INC(HAYW)0500+500070.01%+7
PHILLIPS 66(PSX)025+25030.00%+3
EMERSON ELECTRIC CO(EMR)0100+1000100.01%+10
ISHARES MSCI EMERGING MARKETS ETF01,175+1,1750450.03%+45
PRICESMART INC(PSMT)1,2611,261093940.07%0
MASTERBRAND INC(MBC)0886+8860110.01%+11
MAPLEBEAR INC(CART)013+13000.00%0
WELLTOWER INC REIT(WELL)0200+2000160.01%+16
ISHARES MSCI ACWI ETF0140+1400130.01%+13
ZOETIS INC CLASS A(ZTS)096+960170.01%+17
MATTEL INC.(MAT)050+50010.00%+1
U S BANCORP(USB)0430+4300140.01%+14
MANNKIND CORP(MNKD)0150+150010.00%+1
C V SCIENCES INC0100+100000.00%0
CRESTWOOD E LP-CONTRA08,000+8,000000
BREITLING ENERGY CO XXXREGISTRATION REVOKED BY THE SEC EFF: 11/01/16055+55000
LUBYS INC PENDING POSSIBLE FUTURE DISTRIBUTIONS010,000+10,000000
TITAN OIL & GAS INC XXXREGISTRATION REVOKED BY THE SEC EFF: 09/20/19075+75000
BALTIA AIR LINES INC XXXREGISTRATION REVOKED BY THE SEC EFF: 03/11/1902,000,000+2,000,000000
NEWAGE INC XXXBANKRUPTCY EFF: 05/05/230175+175000
WINLAND OCEAN SHIP01,250+1,250000
EMBECTA CORP01+1000.00%0
SILVERCORP METALS F(SVM)026+26000.00%0
SIRIUS XM HLDGS INC(SIRI)02,000+2,000090.01%+9
BECTON DICKINSON&CO(BDX)05+5010.00%+1
SERVICE NOW INC(NOW)010+10060.00%+6
IQIYI INC FSPONSORED ADR 1 ADR REPS 7 ORD SHS(IQ)050+50000.00%0
ISHARES TR IS 1-5 YR IN GR CR BD ETF0100+100050.00%+5
PERION NETWORK LTD F01,000+1,0000310.02%+31
ISHARES US REGIONAL BANKS ETF0250+250080.01%+8
SPDR SHORT TERM CORPORATE BND ETF
ST SHOR CORP ETF
01,030+1,0300300.02%+30
PLUG POWER INC(PLUG)050+50000.00%0
COINBASE GLOBAL INC CLASS A(COIN)000000
AERCAP HOLDINGS NV F(AER)0300+3000190.01%+19
RITE AID CORP0250+250000.00%0
WORKDAY INC CLASS A(WDAY)025+25050.00%+5
VANGUARD 500 INDEX ADMIRAL021+21080.01%+8
ON SEMICONDUCTOR CO(ON)0200+2000190.01%+19
ISHARES RUSSELL 1000 VALUE ETF055+55080.01%+8
VANGUARD STAR INV0319+319080.01%+8
CHARGEPOINT HOLDINGS INCCLASS A0100+100000.00%0
VERTEX PHARMACEUTICA(VRTX)0100+1000350.03%+35
VGRD FTSE ALL WRLD EX USSML CAP ETF0100+1000110.01%+11
VANGUARD FTSE DEVELOPED MARKETS ETF0200+200090.01%+9
STRATGY SHARS NASDAQ 7HANDL INDX ETF
NS 7HANDL IDX
0593+5930110.01%+11
Page 1 of 1