Christina Duncan

@Trivant Custom Portfolio Group, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$171.288M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
XLKTechnology Select Sectorspdr Etf Iv Recent Activity New Position	0.01%	$13,022 56 shares@ $232.54 avg price	New Position
JNJJohnson & Johnson Recent Activity New Position	0.01%	$13,016 90 shares@ $144.63 avg price	New Position
ALKAlaska Air Group Inc Recent Activity New Position	0.01%	$12,950 200 shares@ $64.75 avg price	New Position
WALWestern Alliance Bancorp Recent Activity New Position	0.01%	$12,949 155 shares@ $83.55 avg price	New Position
CALFPacer Us Small Cap Cash Cows 100 Etf Recent Activity New Position	0.01%	$12,631 287 shares@ $44.02 avg price	New Position
CPBThe Campbell's Co Recent Activity New Position	0.01%	$12,564 300 shares@ $41.88 avg price	New Position
HYGHIshares Interest Rate Hdg Hi Bnd Etf Recent Activity New Position	0.01%	$11,744 136 shares@ $86.36 avg price	New Position
GTOInvsc Total Return Bond Etf Recent Activity New Position	0.01%	$11,740 253 shares@ $46.41 avg price	New Position
COWGPacer Us Lrge Cap Csh Cows Etf Recent Activity New Position	0.01%	$9,741 304 shares@ $32.05 avg price	New Position
KCESpdr S&p Capital Marketsetf Recent Activity New Position	0.01%	$9,639 70 shares@ $137.7 avg price	New Position