| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TR | 4 | Q3 2023 | 9.0% |
| APPLE INC | 4 | Q3 2023 | 7.6% |
| MICROSOFT CORP | 4 | Q3 2023 | 5.7% |
| ALPHABET INC | 4 | Q3 2023 | 5.1% |
| SPDR S&P 500 ETF TR | 4 | Q3 2023 | 4.3% |
| ISHARES TR | 4 | Q3 2023 | 4.3% |
| LILLY ELI & CO | 4 | Q3 2023 | 4.5% |
| ISHARES TR | 4 | Q3 2023 | 3.7% |
| AMAZON COM INC | 4 | Q3 2023 | 3.6% |
| SPDR S&P MIDCAP 400 ETF TR | 4 | Q3 2023 | 3.4% |
View Trifecta Capital Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-01-18 |
View Trifecta Capital Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.