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Christina Duncan

@Trivant Custom Portfolio Group, Llc

Latest period2024 - Q4ReportedManaged Assets$171.288MTotal holdings194
Assets growth rate-1.18%Assets growth rate (2-Q avg)2.65%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Trivant Custom Portfolio Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 194 positions.

Assets under management

The assets under management (AUM) of Trivant Custom Portfolio Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 171.288M in assets, with a quarterly growth rate of -1.18% and a 2-quarter average growth rate of 2.65%. The portfolio is managed by Christina Duncan, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -1.15%
10.12%
$17.317M
69,154 shares@ $250.42 avg price
NVDANvidia Corp
Recent Activity
Decreased -1.87%
5.79%
$9.916M
73,843 shares@ $134.29 avg price
AMZNAmazon.com Inc
Recent Activity
Decreased -0.25%
3.51%
$6.009M
27,388 shares@ $219.4 avg price
GOOGLAlphabet Inc Class A
Recent Activity
Decreased -1.54%
3.44%
$5.879M
31,056 shares@ $189.31 avg price
MBSDFlexshares Disciplined Durtn Mbs Etf
Recent Activity
Decreased -7.34%
3.12%
$5.338M
263,814 shares@ $20.24 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -0.98%
2.87%
$4.902M
5,351 shares@ $916.11 avg price
WMTWalmart Inc
Recent Activity
Decreased -1.2%
2.78%
$4.756M
52,643 shares@ $90.36 avg price
BKNGBooking Hldgs Inc
Recent Activity
Decreased -1.7%
2.51%
$4.288M
863 shares@ $4968.43 avg price
DEDeere & Co
Recent Activity
Decreased -1%
2.44%
$4.164M
9,828 shares@ $423.71 avg price
METAMeta Platforms Inc Class A
Recent Activity
Decreased -2.26%
2.3%
$3.935M
6,721 shares@ $585.52 avg price