Portfolio (Quarterly)
Guide ↗
Trivium Point Advisory, LLC
· CIK 0001766564| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 2,781 | $212K | 0.02% | SOLD |
| 82 | MCK | MCKESSON CORP | Healthcare | 255 | $209K | 0.02% | SOLD |
| 83 | GD | GENERAL DYNAMICS CORP | Industrials | 618 | $208K | 0.02% | SOLD |
| 84 | DE | DEERE & CO | Industrials | 438 | $204K | 0.02% | SOLD |
| 85 | — | FLAGSTAR BANK NATIONAL ASSOC | — | 10,517 | $132K | 0.01% | SOLD |
| 86 | — | STRIVE INC | — | 140,010 | $103K | 0.01% | SOLD |
Sector Allocation
Technology
26.0%
Communication Services
21.8%
Financial Services
11.4%
Consumer Cyclical
9.2%
Industrials
8.4%
Healthcare
7.3%
Consumer Defensive
5.2%
Energy
4.9%
Utilities
3.3%
Real Estate
1.8%