test

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
PAVEGlobal X Us Infra Dvlpmnt Etf
Recent Activity
New Position
0.02%
$32,369
801 shares@ $40.42 avg price
TJXTjx Cos Inc New
Recent Activity
New Position
0.02%
$25,975
215 shares@ $120.82 avg price
RTXRtx Corp
Recent Activity
New Position
0.02%
$23,144
200 shares@ $115.72 avg price
LESLLeslies Inc
Recent Activity
New Position
0.02%
$22,300
10,000 shares@ $2.23 avg price
BABoeing Co
Recent Activity
New Position
0.02%
$17,700
100 shares@ $177.0 avg price
SMHVaneck Semiconductor Etf
Recent Activity
New Position
0.02%
$17,195
71 shares@ $242.19 avg price
HEFAIshares Currency Hedg Msci Eafe Etf
Recent Activity
New Position
0.01%
$15,290
440 shares@ $34.75 avg price
XHBSpdr S&p Homebuilders Etf Iv
Recent Activity
New Position
0.01%
$15,048
144 shares@ $104.5 avg price
ICOWPacer Devlp Mrt Intr Cshcw 100 Etf
Recent Activity
New Position
0.01%
$14,128
484 shares@ $29.2 avg price
URAGlobal X Uranium Etf
Recent Activity
New Position
0.01%
$13,337
498 shares@ $26.79 avg price