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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
ICLNIshares Global Clean Energy Etf Iv
Recent Activity
0.04%
$52,348
4,600 shares@ $11.38 avg price
SJMSmucker J M Co
Recent Activity
Increased 35.72%
0.04%
$52,307
475 shares@ $110.12 avg price
MUMicron Technology Inc
Recent Activity
Increased 20%
0.03%
$50,496
600 shares@ $84.16 avg price
NVRNvr Inc
Recent Activity
0.03%
$49,074
6 shares@ $8179.0 avg price
EEMIshares Msci Emerging Markets Etf
Recent Activity
Increased 4.68%
0.03%
$47,759
1,142 shares@ $41.83 avg price
PLTRPalantir Technologies Inclass A
Recent Activity
Increased 313.34%
0.03%
$46,891
620 shares@ $75.64 avg price
PFEPfizer Inc
Recent Activity
Increased 41.82%
0.03%
$45,972
1,733 shares@ $26.53 avg price
SPGSimon Ppty Group Inc Newreit
Recent Activity
0.03%
$43,053
250 shares@ $172.22 avg price
WMBWilliams Cos Inc
Recent Activity
0.03%
$41,943
775 shares@ $54.12 avg price
CATCaterpillar Inc
Recent Activity
Increased 130%
0.03%
$41,718
115 shares@ $362.77 avg price