TP

Trivium Point Advisory, LLC

13F
Trivium Point Advisory, LLC
Last update 2025-05-13 336 Stocks (18 new)
Value $806.00 Mil Turnover 9 %
Countries:
Top Holdings: SPOT(6.75%)NVDA(3.01%)MSFT(2.78%)AAPL(2.78%)AMZN(2.16%)
Summary Stock Picks Current Portfolio
Trivium Point Advisory, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPOT 		Spotify Technology SA
98,893
54,394.1
+0.04%
6.750
0%
0.050
+21.47%
+59.33%
146,168.3
Interactive Media
NVDA 		NVIDIA Corp
223,865
24,262.5
+6.19%
3.010
+0.18%
0.000
+19.35%
+4.25%
3,414,014.1
Semiconductors
MSFT 		Microsoft Corp
59,712
22,415.1
+3.05%
2.780
+0.08%
0.000
+16.84%
+11.38%
3,476,052.1
Software
AAPL 		Apple Inc
100,863
22,404.6
+5.41%
2.780
+0.14%
0.000
-14.78%
-19.69%
2,996,574.8
Hardware
AMZN 		Amazon.com Inc
91,533
17,415.1
+9.66%
2.160
+0.19%
0.000
-0.22%
-5.23%
2,207,245.8
Retail - Cyclical
SHYG 		iShares 0-5 Year High Yield Corporate Bond ETF
314,468
13,371.2
-2.73%
1.660
-0.05%
0.220
-1.00%
-0.26%
6,328.7
 
GOOGL 		Alphabet Inc
86,240
13,336.1
-0.05%
1.660
0%
0.000
-2.67%
-11.04%
2,049,920.9
Interactive Media
HYG 		iShares iBoxx USD High Yield Corporate Bond ETF
155,263
12,248.7
-5.00%
1.520
-0.08%
0.080
-0.39%
+0.84%
15,942.0
 
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF
122,757
11,260.5
+30.91%
1.400
+0.33%
0.020
+0.01%
+0.04%
43,873.1
 
QQQ 		INVESCO QQQ Trust
23,946
11,228.7
+7.72%
1.390
+0.10%
0.000
+4.54%
+2.65%
333,923.9
 

Trivium Point Advisory, LLC's Historical Top Holdings Breakdowns

Trivium Point Advisory, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IWY 		iShares Russell Top 200 Growth ETF2025-03-31New Buy
+0.69%
●
210.19 ($230.05) 243.33
$234.10
1.76%
New holding
26,471
26,471
INDA 		iShares MSCI India ETF2025-03-31Reduce
-0.46%
●
47.8 ($50.38) 53.4
$54.18
7.54%
Reduce -90.32%
7,436
-69,391
QQQM 		Invesco NASDAQ 100 ETF2025-03-31Reduce
-0.39%
●
192.82 ($209.18) 222.1
$216.01
3.27%
Reduce -25.52%
42,668
-14,618
DDOG 		Datadog Inc2025-03-31Reduce
-0.37%
●
98.68 ($126.18) 151.89
$121.75
-3.51%
Reduce -89.27%
2,526
-21,005
BKDV 		BNY Mellon Dynamic Value ETF2025-03-31New Buy
+0.36%
●
24.56 ($25.53) 26.31
$25.53
0%
New holding
114,086
114,086
LMT 		Lockheed Martin Corp2025-03-31Reduce
-0.34%
●
423.19 ($460.32) 506.29
$478.03
3.85%
Reduce -55.82%
4,396
-5,555
FNDX 		Schwab Fundamental U.S. Large Company ETF2025-03-31Reduce
-0.33%
●
23.03 ($24.17) 25.01
$23.71
-1.90%
Reduce -75.24%
36,647
-111,358
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2025-03-31Add
+0.33%
●
91.45 ($91.59) 91.75
$91.47
-0.13%
Add 30.91%
122,757
28,986
XBI 		SPDR Biotech ETF2025-03-31Sold Out
-0.32%
●
81.1 ($89.38) 94.7
$82.56
-7.63%
Sold Out
0
-28,429
RWL 		Invesco S&P 500 Revenue ETF2025-03-31Add
+0.31%
●
96.9 ($101.03) 104.39
$100.55
-0.48%
Add 54.52%
72,384
25,540

Trivium Point Advisory, LLC Total Holding History ($B)

To

Trivium Point Advisory, LLC's Asset Allocation

To

Trivium Point Advisory, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Trivium Point Advisory, LLC's Hypothetical Growth since 2025-03-31

Trivium Point Advisory, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Trivium Point Advisory, LLC's Holdings Heat Map

Size field:

Trivium Point Advisory, LLC's Holdings Bubble Chart

Trivium Point Advisory, LLC News

  • 1

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