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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
KMIKinder Morgan Inc Del
Recent Activity
New Position
0.01%
$9,590
350 shares@ $27.4 avg price
AIQGlobal X Fund Glb X Art Intl Tgy Etf
Recent Activity
New Position
0.01%
$9,042
234 shares@ $38.65 avg price
DLRDigital Rlty Tr Inc Reit
Recent Activity
New Position
0.01%
$8,867
50 shares@ $177.34 avg price
GXOGxo Logistics Inc
Recent Activity
New Position
0.01%
$8,700
200 shares@ $43.5 avg price
BUGGlobal X Cybersecurity Etf
Recent Activity
New Position
0.01%
$8,665
270 shares@ $32.1 avg price
EDIVSpdr S&p Emerging Markets Divid Etf
Recent Activity
New Position
0.01%
$7,937
225 shares@ $35.28 avg price
COWZPacer Us Cash Cows 100 Etf
Recent Activity
New Position
0.01%
$7,908
140 shares@ $56.49 avg price
IGBHIshares Inte Rat Hed Lngtrm Cor Etf
Recent Activity
New Position
0.01%
$7,734
318 shares@ $24.33 avg price
RINGIshares Msci Glo Gold Miners Etf Iv
Recent Activity
New Position
0.01%
$7,703
274 shares@ $28.12 avg price
AMOMQraft Ai Enhncd Us Lrg Cap Mntm Etf
Recent Activity
New Position
0.01%
$4,518
100 shares@ $45.18 avg price