TRIFECTA CAPITAL ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JNJ | 4K | $769.13K |
 | LOW | 4K | $993.43K |
 | WBD | 4K | $71.77K |
 | BRK-B | 4K | $1.82M |
 | KO | 3K | $230.20K |
 | MP | 3K | $221.33K |
 | SHOP | 3K | $490.41K |
 | COF | 3K | $694.50K |
 | GILD | 3K | $339.66K |
 | CMG | 3K | $109.73K |
 | MSTR | 3K | $857.08K |
 | DOV | 2K | $395.89K |
 | CSX | 2K | $78.73K |
 | MAR | 2K | $528.95K |
 | NEE | 2K | $139.58K |
 | ABT | 2K | $231.18K |
 | BMO | 2K | $221.43K |
 | CTAS | 2K | $317.33K |
 | DIS | 2K | $175.07K |
 | BYSI | 2K | $2.71K |
Johnson & Johnson
JNJ
Shares Held
4K
Value
$769.13K
Lowe's Companies, Inc.
LOW
Shares Held
4K
Value
$993.43K
Warner Bros. Discovery, Inc.
WBD
Shares Held
4K
Value
$71.77K
Berkshire Hathaway Inc.
BRK-B
Shares Held
4K
Value
$1.82M
The Coca-Cola Company
KO
Shares Held
3K
Value
$230.20K
MP Materials Corp.
MP
Shares Held
3K
Value
$221.33K
Shopify Inc.
SHOP
Shares Held
3K
Value
$490.41K
Capital One Financial Corporation
COF
Shares Held
3K
Value
$694.50K
Gilead Sciences, Inc.
GILD
Shares Held
3K
Value
$339.66K
Chipotle Mexican Grill, Inc.
CMG
Shares Held
3K
Value
$109.73K
MicroStrategy Incorporated
MSTR
Shares Held
3K
Value
$857.08K
Dover Corporation
DOV
Shares Held
2K
Value
$395.89K
CSX Corporation
CSX
Shares Held
2K
Value
$78.73K
Marriott International, Inc.
MAR
Shares Held
2K
Value
$528.95K
NextEra Energy, Inc.
NEE
Shares Held
2K
Value
$139.58K
Abbott Laboratories
ABT
Shares Held
2K
Value
$231.18K
Bank of Montreal
BMO
Shares Held
2K
Value
$221.43K
Cintas Corporation
CTAS
Shares Held
2K
Value
$317.33K
The Walt Disney Company
DIS
Shares Held
2K
Value
$175.07K
BeyondSpring Inc.
BYSI
Shares Held
2K
Value
$2.71K