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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
TDGTransdigm Group Inc
Recent Activity
0.08%
$126,728
100 shares@ $1267.28 avg price
SCHXSchwab Us Large Cap Etf
Recent Activity
Increased 200%
0.07%
$111,264
4,800 shares@ $23.18 avg price
AGGIshares Core Us Aggregate Bond Etf
Recent Activity
Increased 775.97%
0.07%
$109,497
1,130 shares@ $96.9 avg price
SDYSpdr S&p Dividend Etf
Recent Activity
0.05%
$79,260
600 shares@ $132.1 avg price
TQQQProshares Ultrapro Qqq Etf
Recent Activity
0.05%
$79,130
1,000 shares@ $79.13 avg price
FTAIFtai Aviation Ltd F
Recent Activity
0.05%
$72,020
500 shares@ $144.04 avg price
DISDisney Walt Co
Recent Activity
0.04%
$68,481
615 shares@ $111.36 avg price
FBINFortune Brands Innovatio
Recent Activity
Decreased -50%
0.04%
$61,019
893 shares@ $68.34 avg price
AXONAxon Enterprise Inc
Recent Activity
0.04%
$59,432
100 shares@ $594.32 avg price
DUKDuke Energy Corp New
Recent Activity
0.04%
$53,870
500 shares@ $107.74 avg price