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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
JPMJpmorgan Chase & Co
Recent Activity
Decreased -1.74%
2.27%
$3.883M
16,199 shares@ $239.72 avg price
BACBank Of America Corp
Recent Activity
Decreased -1.31%
2.26%
$3.863M
87,885 shares@ $43.96 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -0.48%
1.99%
$3.404M
13,793 shares@ $246.81 avg price
SYKStryker Corp
Recent Activity
Decreased -0.66%
1.99%
$3.398M
9,439 shares@ $360.05 avg price
NOCNorthrop Grumman Corp
Recent Activity
Decreased -6.25%
1.96%
$3.356M
7,152 shares@ $469.3 avg price
GEGe Aerospace
Recent Activity
Decreased -3.93%
1.93%
$3.296M
19,763 shares@ $166.8 avg price
VVisa Inc Class A
Recent Activity
Decreased -1.33%
1.8%
$3.074M
9,728 shares@ $316.03 avg price
AMEAmetek Inc New
Recent Activity
Decreased -2.44%
1.73%
$2.948M
16,353 shares@ $180.27 avg price
MRKMerck & Co. Inc.
Recent Activity
Decreased -4.94%
1.71%
$2.922M
29,373 shares@ $99.49 avg price
CVXChevron Corp New
Recent Activity
Decreased -1.02%
1.38%
$2.352M
16,239 shares@ $144.85 avg price