| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 18 | Q2 2024 | 22.6% |
| ISHARES TR | 18 | Q2 2024 | 11.6% |
| ISHARES TR | 18 | Q2 2024 | 11.4% |
| ISHARES TR | 18 | Q2 2024 | 11.0% |
| INVESCO QQQ TR | 18 | Q2 2024 | 9.9% |
| ISHARES TR | 18 | Q2 2024 | 9.7% |
| ISHARES TR | 18 | Q2 2024 | 12.8% |
| ISHARES TR | 18 | Q2 2024 | 6.5% |
| WISDOMTREE TR | 18 | Q2 2024 | 5.9% |
| SPDR SER TR | 18 | Q2 2024 | 4.4% |
View Trinity Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-22 |
| 13F-HR | 2024-07-15 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-13 |
View Trinity Wealth Management, 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.