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Home > Institutional Investor > Trifecta Capital Advisors, Llc > Profile

Instuitional Investor - Trifecta Capital Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Trifecta Capital Advisors, Llc
Portfolio Value $361,629,680
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 77,687 $31,814,487 8.79%
2.
Apple Inc.
 AAPL 119,576 $23,022,061 6.36%
3.
Microsoft Corp
 MSFT 54,500 $20,494,092 5.66%
4.
Alphabet Inc.
 GOOG 120,120 $16,928,512 4.68%
5.
Ishares Trust
 IEF 153,831 $16,652,163 4.6%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)