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TRIFECTA CAPITAL ADVISORS, LLC
TRIFECTA CAPITAL ADVISORS, LLC
Latest filing: 2026-06-30
TRIFECTA CAPITAL ADVISORS, LLC runs TRIFECTA CAPITAL ADVISORS, LLC and currently holds 493 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $776.34M. Their top holdings are QQQ, NVDA, AAPL, AMZN, LLY. The top five represent 26.6% of reported portfolio weight. TRIFECTA CAPITAL ADVISORS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, TRIFECTA CAPITAL ADVISORS, LLC initiated 2 new positions. They added to 57 existing positions. They trimmed 25 positions. Their current best-performing preview position is ALAB with returns of +340.71%.
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493 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 QQQ INVESCO QQQ TR | 7.77% | $289.73 | $713.44 | +146.24% | Trimmed -0.33% |
 NVDA NVIDIA CORPORATION | 6.22% | $40.30 | $214.76 | +432.90% | Trimmed -0.38% |
 AAPL APPLE INC | 4.58% | $149.27 | $309.35 | +107.24% | Added +4.60% |
 AMZN AMAZON COM INC | 4.05% | $125.68 | $258.63 | +105.78% | Added +1.00% |
 LLY ELI LILLY & CO | 3.97% | $444.17 | $1,254.77 | +182.50% | Added +0.15% |
 IJR ISHARES TR | 3.91% | $101.31 | $147.28 | +45.37% | Added +0.05% |
 MSFT MICROSOFT CORP | 3.45% | $299.63 | $483.24 | +61.28% | Trimmed -0.65% |
 GOOG ALPHABET INC | 3.44% | $101.94 | $341.75 | +235.25% | Added +0.84% |
 CAT CATERPILLAR INC | 3.43% | $291.53 | $827.65 | +183.90% | Trimmed -0.86% |
 IJH ISHARES TR | 3.26% | $58.19 | $76.75 | +31.90% | Added +0.37% |
Showing 1-10 of 493