TrinityPoint Wealth, LLC holdings history

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529 is the total number of securities TrinityPoint Wealth, LLC has owned. The longest TrinityPoint Wealth, LLC has owned a single stock is 20 quarters.

TrinityPoint Wealth, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
AAPL APPLE INC20204.93%5.69%6.65%Q4 2018Q3 202320
AMZN AMAZON COM INC20201.89%4.08%6.00%Q4 2018Q3 202320
GOOG ALPHABET INC20203.10%4.03%4.84%Q4 2018Q3 202320
MSFT MICROSOFT CORP20203.11%3.55%4.27%Q4 2018Q3 202320
PYPL PAYPAL HLDGS INC20200.38%2.94%5.16%Q4 2018Q3 202320
VEU VANGUARD INTL EQUITY I...20201.24%1.51%1.88%Q4 2018Q3 202320
JNJ JOHNSON & JOHNSON20201.12%1.49%2.16%Q4 2018Q3 202320
XLK SELECT SECTOR SPDR TR20201.00%1.43%1.77%Q4 2018Q3 202320
GOOGL ALPHABET INC20201.12%1.31%1.52%Q4 2018Q3 202320
XLV SELECT SECTOR SPDR TR20200.90%1.22%1.82%Q4 2018Q3 202320
ABBV ABBVIE INC20200.17%1.10%2.17%Q4 2018Q3 202320
HON HONEYWELL INTL INC20200.11%1.09%2.02%Q4 2018Q3 202320
JPM JPMORGAN CHASE & CO20200.58%1.00%1.39%Q4 2018Q3 202320
NEA NUVEEN AMT FREE QLTY M...20200.27%0.99%1.81%Q4 2018Q3 202320
BAC BK OF AMERICA CORP20200.23%0.98%2.42%Q4 2018Q3 202320
QCOM QUALCOMM INC20200.47%0.93%1.98%Q4 2018Q3 202320
COF CAPITAL ONE FINL CORP20200.59%0.84%1.43%Q4 2018Q3 202320
MA MASTERCARD INCORPORATED20200.57%0.78%1.24%Q4 2018Q3 202320
MRK MERCK & CO. INC20200.26%0.77%1.82%Q4 2018Q3 202320
PFE PFIZER INC20200.50%0.76%1.20%Q4 2018Q3 202320
XLC SELECT SECTOR SPDR TR20200.38%0.76%1.04%Q4 2018Q3 202320
HD HOME DEPOT INC20200.33%0.73%1.07%Q4 2018Q3 202320
FB META PLATFORMS INC20200.15%0.72%1.14%Q4 2018Q3 202320
MDT MEDTRONIC PLC20200.38%0.71%1.12%Q4 2018Q3 202320
VO VANGUARD INDEX FDS20200.24%0.69%1.35%Q4 2018Q3 202320
XBI SPDR SER TR20200.12%0.69%1.84%Q4 2018Q3 202320
VPL VANGUARD INTL EQUITY I...20200.33%0.69%1.28%Q4 2018Q3 202320
V VISA INC20200.21%0.68%1.09%Q4 2018Q3 202320
XLY SELECT SECTOR SPDR TR20200.48%0.65%0.90%Q4 2018Q3 202320
UNH UNITEDHEALTH GROUP INC20200.47%0.65%0.77%Q4 2018Q3 202320
T AT&T INC20200.03%0.54%1.59%Q4 2018Q3 202320
XOM EXXON MOBIL CORP20200.09%0.50%0.90%Q4 2018Q3 202320
SPY SPDR S&P 500 ETF TR20200.32%0.50%1.15%Q4 2018Q3 202320
ANTM ELEVANCE HEALTH INC20200.34%0.49%0.80%Q4 2018Q3 202320
CSCO CISCO SYS INC20200.14%0.48%1.36%Q4 2018Q3 202320
NEE NEXTERA ENERGY INC20200.23%0.47%0.70%Q4 2018Q3 202320
XLF SELECT SECTOR SPDR TR20200.05%0.46%0.98%Q4 2018Q3 202320
PM PHILIP MORRIS INTL INC20200.32%0.45%0.57%Q4 2018Q3 202320
DIS DISNEY WALT CO20200.12%0.43%0.94%Q4 2018Q3 202320
ABT ABBOTT LABS20200.17%0.42%0.53%Q4 2018Q3 202320
MYI BLACKROCK MUNIYIELD QU...20200.22%0.42%0.69%Q4 2018Q3 202320
BRKB BERKSHIRE HATHAWAY INC...20200.29%0.40%0.54%Q4 2018Q3 202320
KO COCA COLA CO20200.12%0.39%0.86%Q4 2018Q3 202320
UNP UNION PACIFIC CORP20200.17%0.38%0.72%Q4 2018Q3 202320
CVX CHEVRON CORP NEW20200.22%0.38%0.54%Q4 2018Q3 202320
VZ VERIZON COMMUNICATIONS...20200.16%0.37%0.97%Q4 2018Q3 202320
PG PROCTER & GAMBLE CO20200.11%0.37%0.79%Q4 2018Q3 202320
AXP AMERICAN EXPRESS CO20200.17%0.36%0.62%Q4 2018Q3 202320
MCD MCDONALDS CORP20200.22%0.35%0.52%Q4 2018Q3 202320
TJX TJX COS INC NEW20200.18%0.31%0.58%Q4 2018Q3 202320
DUK DUKE ENERGY CORP NEW20200.08%0.29%0.71%Q4 2018Q3 202320
SO SOUTHERN CO20200.17%0.28%0.54%Q4 2018Q3 202320
PEP PEPSICO INC20200.07%0.28%0.65%Q4 2018Q3 202320
GLD SPDR GOLD TRUST20200.20%0.28%0.37%Q4 2018Q3 202320
MO ALTRIA GROUP INC20200.09%0.27%0.57%Q4 2018Q3 202320
GS GOLDMAN SACHS GROUP INC20200.09%0.27%0.79%Q4 2018Q3 202320
IJR ISHARES TR20200.04%0.25%0.58%Q4 2018Q3 202320
MMC MARSH & MCLENNAN COS INC20200.13%0.25%0.36%Q4 2018Q3 202320
ADP AUTOMATIC DATA PROCESS...20200.15%0.24%0.34%Q4 2018Q3 202320
INTC INTEL CORP20200.05%0.23%0.52%Q4 2018Q3 202320
AMT AMERICAN TOWER CORP NEW20200.09%0.22%0.34%Q4 2018Q3 202320
ACN ACCENTURE PLC IRELAND20200.18%0.21%0.30%Q4 2018Q3 202320
GILD GILEAD SCIENCES INC20200.05%0.20%0.68%Q4 2018Q3 202320
RSG REPUBLIC SVCS INC20200.16%0.20%0.24%Q4 2018Q3 202320
IBM INTERNATIONAL BUSINESS...20200.08%0.20%0.51%Q4 2018Q3 202320
IYW ISHARES TR20200.10%0.19%0.30%Q4 2018Q3 202320
ED CONSOLIDATED EDISON INC20200.10%0.18%0.31%Q4 2018Q3 202320
RSP INVESCO EXCHANGE TRADE...20200.09%0.18%0.52%Q4 2018Q3 202320
BDX BECTON DICKINSON & CO20200.12%0.18%0.33%Q4 2018Q3 202320
LMT LOCKHEED MARTIN CORP20200.08%0.17%0.31%Q4 2018Q3 202320
C CITIGROUP INC20200.06%0.16%0.37%Q4 2018Q3 202320
UTF COHEN & STEERS INFRAST...20200.10%0.16%0.24%Q4 2018Q3 202320
VTI VANGUARD INDEX FDS20200.07%0.16%0.24%Q4 2018Q3 202320
IJH ISHARES TR20200.07%0.16%0.39%Q4 2018Q3 202320
PEG PUBLIC SVC ENTERPRISE ...20200.10%0.15%0.29%Q4 2018Q3 202320
VB VANGUARD INDEX FDS20200.06%0.13%0.32%Q4 2018Q3 202320
BR BROADRIDGE FINL SOLUTI...20200.10%0.13%0.23%Q4 2018Q3 202320
APD AIR PRODS & CHEMS INC20200.08%0.13%0.17%Q4 2018Q3 202320
ADBE ADOBE SYSTEMS INCORPOR...20200.06%0.13%0.19%Q4 2018Q3 202320
SYK STRYKER CORPORATION20200.10%0.13%0.16%Q4 2018Q3 202320
WEC WEC ENERGY GROUP INC20200.08%0.12%0.20%Q4 2018Q3 202320
HDV ISHARES TR20200.06%0.11%0.26%Q4 2018Q3 202320
JKHY HENRY JACK & ASSOC INC20200.08%0.11%0.19%Q4 2018Q3 202320
DHR DANAHER CORPORATION20200.06%0.11%0.19%Q4 2018Q3 202320
MKC MCCORMICK & CO INC20200.07%0.10%0.13%Q4 2018Q3 202320
VOO VANGUARD INDEX FDS20200.04%0.09%0.24%Q4 2018Q3 202320
VIG VANGUARD SPECIALIZED F...20200.06%0.08%0.13%Q4 2018Q3 202320
ENB ENBRIDGE INC20200.04%0.08%0.16%Q4 2018Q3 202320
SIRI SIRIUS XM HOLDINGS INC20200.04%0.07%0.14%Q4 2018Q3 202320
NMZ NUVEEN MUN HIGH INCOME...20200.02%0.05%0.10%Q4 2018Q3 202320
NVDA NVIDIA CORPORATION19190.26%0.63%1.74%Q1 2019Q3 202319
AMGN AMGEN INC1720.10%0.33%0.46%Q4 2018Q3 202319
ITW ILLINOIS TOOL WKS INC19190.12%0.14%0.19%Q1 2019Q3 202319
WSO WATSCO INC19190.10%0.14%0.18%Q1 2019Q3 202319
KMB KIMBERLY-CLARK CORP19190.10%0.13%0.17%Q1 2019Q3 202319
AJG GALLAGHER ARTHUR J & CO19190.09%0.13%0.20%Q1 2019Q3 202319
STE STERIS PLC19190.10%0.13%0.16%Q1 2019Q3 202319
CASY CASEYS GEN STORES INC19190.08%0.12%0.15%Q1 2019Q3 202319
SHW SHERWIN WILLIAMS CO19190.09%0.11%0.14%Q1 2019Q3 202319
ORCL ORACLE CORP1450.06%0.10%0.19%Q4 2018Q3 202319
GBCI GLACIER BANCORP INC NEW19190.07%0.10%0.12%Q1 2019Q3 202319
WRB BERKLEY W R CORP19190.06%0.08%0.13%Q1 2019Q3 202319
NSC NORFOLK SOUTHN CORP1450.04%0.07%0.13%Q4 2018Q3 202319
VUG VANGUARD INDEX FDS19190.04%0.07%0.13%Q1 2019Q3 202319
RVT ROYCE VALUE TR INC1540.03%0.04%0.08%Q4 2018Q3 202319
CVS CVS HEALTH CORP18181.38%1.82%2.29%Q2 2019Q3 202318
VCIT VANGUARD SCOTTSDALE FDS18180.29%0.69%1.23%Q2 2019Q3 202318
CMCSA COMCAST CORP NEW18180.16%0.41%0.75%Q4 2018Q1 202318
TIP ISHARES TR1710.04%0.26%0.96%Q4 2018Q3 202318
COST COSTCO WHSL CORP NEW18180.16%0.20%0.24%Q2 2019Q3 202318
SNA SNAP ON INC1530.08%0.11%0.19%Q1 2019Q3 202318
NDAQ NASDAQ INC18180.08%0.10%0.13%Q2 2019Q3 202318
ASML ASML HOLDING N V18180.07%0.09%0.11%Q2 2019Q3 202318
BSCN INVESCO EXCH TRD SLF I...18180.05%0.08%0.14%Q2 2019Q3 202318
SCHB SCHWAB STRATEGIC TR17172.46%2.92%3.80%Q3 2019Q3 202317
SCHP SCHWAB STRATEGIC TR17170.70%0.95%1.44%Q3 2019Q3 202317
UPS UNITED PARCEL SERVICE INC1520.16%0.94%1.33%Q4 2018Q3 202317
IYY ISHARES TR17170.44%0.57%0.86%Q3 2019Q3 202317
SCHR SCHWAB STRATEGIC TR17170.04%0.45%0.97%Q3 2019Q3 202317
WMT WALMART INC920.05%0.44%0.78%Q4 2018Q3 202317
BX BLACKSTONE INC17170.24%0.41%0.64%Q3 2019Q3 202317
SCHO SCHWAB STRATEGIC TR17170.15%0.37%0.78%Q3 2019Q3 202317
NVO NOVO-NORDISK A S17170.24%0.33%0.42%Q3 2019Q3 202317
MDLZ MONDELEZ INTL INC1070.04%0.32%1.08%Q4 2018Q3 202317
AMAT APPLIED MATLS INC17170.17%0.23%0.32%Q3 2019Q3 202317
TSCO TRACTOR SUPPLY CO17170.11%0.16%0.22%Q3 2019Q3 202317
NKE NIKE INC17170.08%0.14%0.41%Q3 2019Q3 202317
LHX L3HARRIS TECHNOLOGIES INC17170.10%0.13%0.18%Q3 2019Q3 202317
IVV ISHARES TR17170.06%0.10%0.13%Q3 2019Q3 202317
IWF ISHARES TR1410.07%0.09%0.27%Q4 2018Q3 202317
ABMD ABIOMED INC16161.30%1.88%3.47%Q4 2018Q3 202216
SHY ISHARES TR1510.25%0.73%2.36%Q4 2018Q3 202316
RYH INVESCO EXCHANGE TRADE...16160.10%0.20%0.39%Q4 2019Q3 202316
TMO THERMO FISHER SCIENTIF...1410.06%0.18%0.40%Q1 2019Q3 202316
IWM ISHARES TR16160.05%0.17%0.50%Q4 2019Q3 202316
TXN TEXAS INSTRS INC16160.12%0.14%0.21%Q4 2019Q3 202316
MSI MOTOROLA SOLUTIONS INC1150.05%0.07%0.14%Q4 2018Q3 202316
DVY ISHARES TR1240.05%0.07%0.11%Q1 2019Q3 202316
SCHD SCHWAB STRATEGIC TR15151.26%1.96%3.28%Q1 2020Q3 202315
DGRO ISHARES TR15150.13%0.70%1.04%Q1 2020Q3 202315
SPSB SPDR SER TR15150.28%0.69%0.86%Q4 2018Q2 202215
XLI SELECT SECTOR SPDR TR15150.40%0.68%1.29%Q1 2020Q3 202315
MU MICRON TECHNOLOGY INC15150.13%0.46%0.90%Q1 2020Q3 202315
LQD ISHARES TR1140.05%0.39%0.82%Q4 2018Q4 202215
IEUR ISHARES TR1050.20%0.38%0.66%Q4 2018Q3 202315
LOW LOWES COS INC15150.26%0.34%0.42%Q1 2020Q3 202315
TT TRANE TECHNOLOGIES PLC15150.14%0.27%0.37%Q1 2020Q3 202315
VWO VANGUARD INTL EQUITY I...15150.06%0.25%1.36%Q4 2018Q2 202215
AMRS AMYRIS INC1230.02%0.13%0.47%Q3 2019Q2 202315
WTRG ESSENTIAL UTILS INC15150.07%0.10%0.15%Q1 2020Q3 202315
CNC CENTENE CORP DEL910.04%0.07%0.15%Q4 2018Q3 202315
MDY SPDR S&P MIDCAP 400 ET...1320.05%0.07%0.08%Q3 2019Q3 202315
RTX RTX CORPORATION14140.35%0.47%0.74%Q2 2020Q3 202314
J JACOBS ENGR GROUP INC14140.08%0.43%0.78%Q1 2019Q2 202214
FDX FEDEX CORP14140.07%0.43%0.72%Q2 2020Q3 202314
TSLA TESLA INC14140.10%0.27%0.46%Q2 2020Q3 202314
SNY SANOFI1210.04%0.26%0.73%Q4 2018Q1 202314
MUB ISHARES TR14140.07%0.25%0.43%Q2 2020Q3 202314
BTT BLACKROCK MUN TARGET T...14140.08%0.21%0.25%Q2 2020Q3 202314
CAT CATERPILLAR INC DEL950.06%0.21%0.48%Q1 2020Q3 202314
NVS NOVARTIS AG14140.10%0.20%0.40%Q4 2018Q1 202214
XEL XCEL ENERGY INC14140.10%0.18%0.25%Q4 2018Q1 202214
SHM SPDR SER TR1310.05%0.17%0.31%Q3 2019Q1 202314
IVW ISHARES TR14140.07%0.08%0.10%Q2 2020Q3 202314
XLP SELECT SECTOR SPDR TR850.28%0.78%1.15%Q4 2018Q3 202313
IEI ISHARES TR850.27%0.52%0.88%Q1 2020Q3 202313
SBUX STARBUCKS CORP13130.05%0.25%0.74%Q4 2018Q4 202113
KLAC KLA CORPORATION13130.18%0.24%0.40%Q3 2019Q3 202213
ETN EATON CORP PLC1120.08%0.21%0.30%Q3 2019Q3 202313
CSL CARLISLE COS INC13130.13%0.20%0.27%Q3 2020Q3 202313
XLE SELECT SECTOR SPDR TR1010.05%0.19%0.36%Q4 2018Q3 202313
INTU INTUIT13130.11%0.13%0.15%Q3 2020Q3 202313
APH AMPHENOL CORP NEW13130.05%0.08%0.12%Q3 2020Q3 202313
MGC VANGUARD WORLD FD850.04%0.08%0.14%Q4 2018Q1 202213
WELL WELLTOWER INC1120.05%0.07%0.11%Q3 2019Q3 202313
DIA SPDR DOW JONES INDL AV...710.04%0.07%0.15%Q4 2018Q2 202313
BSCL INVESCO EXCH TRD SLF I...12120.16%0.30%0.50%Q4 2018Q3 202112
PWR QUANTA SVCS INC12120.17%0.26%0.32%Q4 2020Q3 202312
LITE LUMENTUM HLDGS INC1110.12%0.21%0.52%Q2 2020Q3 202312
QQQ INVESCO QQQ TR12120.13%0.18%0.24%Q4 2020Q3 202312
DG DOLLAR GEN CORP NEW12120.11%0.14%0.18%Q3 2020Q2 202312
SPGI S&P GLOBAL INC12120.11%0.13%0.14%Q4 2020Q3 202312
O REALTY INCOME CORP12120.07%0.11%0.15%Q4 2018Q3 202112
VFC V F CORP12120.06%0.09%0.16%Q1 2019Q4 202112
LLY LILLY ELI & CO12120.05%0.08%0.19%Q4 2020Q3 202312
VXF VANGUARD INDEX FDS610.05%0.08%0.16%Q4 2018Q3 202312
UYG PROSHARES TR12120.05%0.06%0.07%Q4 2020Q3 202312
BAR GRANITESHARES GOLD TR12120.04%0.05%0.06%Q4 2020Q3 202312
CSX CSX CORP12120.04%0.05%0.06%Q4 2020Q3 202312
PGX INVESCO EXCH TRADED FD...12120.03%0.03%0.04%Q4 2020Q3 202312
INFL LISTED FD TR11110.62%1.78%2.96%Q1 2021Q3 202311
PDBC INVESCO ACTVELY MNGD E...11110.05%0.75%1.42%Q1 2021Q3 202311
CRM SALESFORCE INC1010.07%0.32%0.43%Q2 2020Q3 202311
BMY BRISTOL-MYERS SQUIBB CO810.04%0.28%0.82%Q4 2018Q3 202311
AVGO BROADCOM INC11110.20%0.27%0.37%Q1 2021Q3 202311
IQLT ISHARES TR11110.05%0.21%0.39%Q1 2021Q3 202311
COP CONOCOPHILLIPS920.04%0.20%0.34%Q3 2019Q3 202311
TRV TRAVELERS COMPANIES INC650.05%0.15%0.31%Q3 2019Q3 202311
AZEK AZEK CO INC11110.04%0.14%0.32%Q1 2021Q3 202311
CBSH COMMERCE BANCSHARES INC11110.11%0.14%0.16%Q4 2018Q2 202111
FAST FASTENAL CO11110.10%0.12%0.13%Q1 2021Q3 202311
EPD ENTERPRISE PRODS PARTN...710.04%0.09%0.27%Q3 2019Q3 202311
FIS FIDELITY NATL INFORMAT...11110.05%0.08%0.12%Q1 2020Q3 202211
TFC TRUIST FINL CORP1010.06%0.06%0.08%Q4 2019Q4 202211
KKR KKR & CO INC11110.05%0.05%0.06%Q1 2021Q3 202311
GE GENERAL ELECTRIC CO11110.02%0.04%0.07%Q4 2018Q2 202111
ARKK ARK ETF TR10100.05%1.03%3.09%Q3 2019Q4 202110
TRTN TRITON INTL LTD10100.49%0.73%1.05%Q4 2020Q1 202310
IAU ISHARES GOLD TR10100.30%0.67%1.12%Q2 2021Q3 202310
XLU SELECT SECTOR SPDR TR550.23%0.39%0.59%Q1 2019Q3 202310
AAXJ ISHARES TR730.18%0.38%0.66%Q4 2018Q3 202110
ZION ZIONS BANCORPORATION N A910.04%0.29%0.37%Q1 2021Q3 202310
BIIB BIOGEN INC820.16%0.28%0.56%Q4 2018Q2 202110
BABA ALIBABA GROUP HLDG LTD640.07%0.22%0.34%Q4 2018Q2 202110
SCHZ SCHWAB STRATEGIC TR10100.10%0.22%0.27%Q3 2019Q4 202110
CARR CARRIER GLOBAL CORPORA...10100.09%0.13%0.16%Q2 2021Q3 202310
IBB ISHARES TR910.05%0.09%0.16%Q4 2020Q3 202310
F FORD MTR CO DEL910.02%0.08%0.12%Q1 2021Q3 202310
ISRG INTUITIVE SURGICAL INC410.05%0.07%0.09%Q3 2019Q3 202310
PSX PHILLIPS 6610100.04%0.06%0.11%Q2 2021Q3 202310
NETL ETF SER SOLUTIONS990.08%0.78%1.10%Q1 2021Q1 20239
KRE SPDR SER TR990.40%0.52%0.58%Q4 2020Q4 20229
TLT ISHARES TR630.20%0.44%0.67%Q2 2019Q3 20239
DOW DOW INC990.13%0.20%0.23%Q3 2021Q3 20239
SCCO SOUTHERN COPPER CORP990.10%0.17%0.22%Q3 2021Q3 20239
VGT VANGUARD WORLD FDS990.05%0.13%0.18%Q3 2021Q3 20239
GXO LOGISTICS INCORPOR...990.06%0.12%0.24%Q3 2021Q3 20239
PBCT PEOPLES UTD FINL INC630.04%0.12%0.17%Q4 2018Q1 20229
BSX BOSTON SCIENTIFIC CORP630.04%0.11%0.46%Q2 2020Q3 20239
XSD SPDR SER TR990.07%0.11%0.20%Q3 2021Q3 20239
EQIX EQUINIX INC990.07%0.10%0.11%Q3 2021Q3 20239
EMXC ISHARES INC990.04%0.10%0.14%Q3 2021Q3 20239
NVG NUVEEN AMT FREE MUN CR...990.06%0.08%0.10%Q4 2020Q4 20229
GD GENERAL DYNAMICS CORP990.06%0.08%0.11%Q3 2021Q3 20239
MPWR MONOLITHIC PWR SYS INC990.05%0.07%0.10%Q3 2021Q3 20239
ITA ISHARES TR990.06%0.07%0.08%Q3 2021Q3 20239
IYM ISHARES TR990.04%0.07%0.15%Q3 2021Q3 20239
WM WASTE MGMT INC DEL990.04%0.07%0.10%Q3 2021Q3 20239
VHT VANGUARD WORLD FDS990.05%0.07%0.08%Q3 2021Q3 20239
PMX PIMCO MUN INCOME FD III990.05%0.06%0.08%Q4 2020Q4 20229
EMR EMERSON ELEC CO990.04%0.06%0.07%Q3 2021Q3 20239
PMF PIMCO MUN INCOME FD990.03%0.05%0.06%Q4 2020Q4 20229
BSCK INVESCO EXCH TRD SLF I...880.36%0.55%0.85%Q4 2018Q3 20208
STIP ISHARES TR880.29%0.34%0.40%Q4 2018Q3 20208
LQDH ISHARES U S ETF TR880.22%0.29%0.38%Q4 2021Q3 20238
IGHG PROSHARES TR880.18%0.25%0.33%Q4 2021Q3 20238
GSK GLAXOSMITHKLINE PLC880.08%0.24%0.57%Q4 2018Q3 20208
NEM NEWMONT CORP880.16%0.19%0.24%Q4 2020Q3 20228
ATO ATMOS ENERGY CORP880.11%0.15%0.18%Q4 2021Q3 20238
XLNX XILINX INC880.08%0.11%0.18%Q4 2018Q3 20208
ATR APTARGROUP INC880.08%0.10%0.12%Q2 2020Q1 20228
PB PROSPERITY BANCSHARES INC440.06%0.09%0.11%Q1 2019Q1 20218
EXPE EXPEDIA GROUP INC710.04%0.06%0.10%Q1 2021Q2 20238
AUID IPSIDY INC880.00%0.03%0.08%Q3 2021Q2 20238
AMPE AMPIO PHARMACEUTICALS INC880.00%0.01%0.01%Q4 2020Q3 20228
VCLT VANGUARD SCOTTSDALE FDS770.34%0.46%0.57%Q1 2022Q3 20237
JEPI J P MORGAN EXCHANGE-TR...770.06%0.41%0.61%Q1 2022Q3 20237
AMD ADVANCED MICRO DEVICES...770.23%0.33%0.48%Q1 2022Q3 20237
HAL HALLIBURTON CO770.21%0.32%0.45%Q1 2022Q3 20237
WCC WESCO INTL INC770.19%0.25%0.31%Q1 2022Q3 20237
PPL PPL CORP520.04%0.20%0.34%Q3 2019Q1 20227
TSM TAIWAN SEMICONDUCTOR M...770.04%0.18%0.25%Q4 2020Q2 20227
OSK OSHKOSH CORP770.16%0.18%0.21%Q1 2021Q3 20227
EOG EOG RES INC770.12%0.15%0.17%Q1 2022Q3 20237
WBA WALGREENS BOOTS ALLIAN...770.07%0.14%0.40%Q4 2018Q2 20207
WISDOMTREE TR770.07%0.12%0.14%Q1 2022Q3 20237
AIZ ASSURANT INC770.09%0.10%0.11%Q2 2019Q4 20207
QUAL ISHARES TR770.05%0.10%0.14%Q4 2020Q2 20227
RHI ROBERT HALF INTL INC770.07%0.10%0.11%Q1 2022Q3 20237
MQY BLACKROCK MUNIYILD QUL...770.08%0.09%0.11%Q2 2021Q4 20227
BLL BALL CORP770.07%0.08%0.12%Q2 2019Q4 20207
SQ SQUARE INC770.06%0.08%0.10%Q2 2020Q4 20217
SWAV SHOCKWAVE MED INC510.06%0.08%0.10%Q2 2020Q3 20227
XSW SPDR SER TR430.04%0.07%0.12%Q3 2021Q3 20237
SCHV SCHWAB STRATEGIC TR770.05%0.07%0.08%Q1 2022Q3 20237
GLOB GLOBANT S A520.04%0.06%0.10%Q3 2021Q3 20237
DLR DIGITAL RLTY TR INC520.04%0.06%0.08%Q3 2020Q2 20227
DD DUPONT DE NEMOURS INC770.05%0.06%0.07%Q1 2021Q3 20227
HEI HEICO CORP NEW430.04%0.06%0.08%Q3 2021Q2 20237
IHI ISHARES TR430.04%0.05%0.07%Q3 2021Q2 20237
VTV VANGUARD INDEX FDS770.04%0.05%0.07%Q1 2022Q3 20237
IRM IRON MTN INC NEW430.05%0.05%0.05%Q4 2021Q3 20237
EWZ ISHARES INC520.04%0.05%0.06%Q4 2021Q3 20237
PDLI PDL BIOPHARMA INC770.01%0.02%0.03%Q1 2019Q3 20207
LHDX LUCIRA HEALTH INC770.00%0.01%0.02%Q2 2021Q4 20227
UTX UNITED TECHNOLOGIES CORP660.40%0.74%0.89%Q4 2018Q1 20206
CFG CITIZENS FINL GROUP INC660.13%0.69%1.13%Q4 2018Q1 20206
ALLY ALLY FINL INC660.35%0.43%0.51%Q4 2021Q1 20236
IYG ISHARES TR420.28%0.38%0.74%Q4 2018Q1 20226
TMUS T-MOBILE US INC660.30%0.34%0.36%Q2 2022Q3 20236
ICLR ICON PLC660.24%0.30%0.35%Q3 2019Q4 20206
UL UNILEVER PLC660.23%0.26%0.30%Q3 2019Q4 20206
LDUR PIMCO ETF TR660.11%0.16%0.20%Q1 2022Q2 20236
IEF ISHARES TR420.04%0.12%0.33%Q4 2021Q3 20236
IQ IQIYI INC660.08%0.11%0.17%Q4 2018Q1 20206
MBB ISHARES TR660.07%0.10%0.12%Q2 2022Q3 20236
POOL POOL CORP660.08%0.10%0.11%Q2 2022Q3 20236
TROW PRICE T ROWE GROUP INC660.05%0.08%0.10%Q2 2021Q3 20226
JAAA JANUS DETROIT STR TR420.04%0.08%0.12%Q1 2022Q3 20236
SDY SPDR SER TR660.05%0.06%0.07%Q2 2022Q3 20236
FTNT FORTINET INC660.04%0.05%0.06%Q1 2021Q2 20226
KREF KKR REAL ESTATE FIN TR...660.04%0.05%0.05%Q2 2021Q3 20226
RCL ROYAL CARIBBEAN CRUISE...550.23%0.83%1.09%Q4 2018Q4 20195
DFS DISCOVER FINL SVCS410.04%0.71%1.36%Q3 2019Q2 20235
JACOBS SOLUTIONS INC550.58%0.64%0.68%Q3 2022Q3 20235
USMV ISHARES TR550.42%0.46%0.50%Q3 2019Q3 20205
VOE VANGUARD INDEX FDS550.09%0.41%0.89%Q4 2018Q4 20195
BA BOEING CO550.26%0.39%0.54%Q4 2018Q4 20195
FDN FIRST TR NASDAQ-100 TE...320.06%0.38%1.44%Q1 2020Q1 20225
DKNG DRAFTKINGS INC550.05%0.37%0.95%Q3 2020Q3 20215
CGC CANOPY GROWTH CORP550.11%0.36%0.66%Q4 2018Q4 20195
TFLO ISHARES TR550.33%0.34%0.35%Q3 2022Q3 20235
TLH ISHARES TR550.19%0.32%0.45%Q3 2022Q3 20235
IYJ ISHARES TR550.24%0.29%0.33%Q1 2021Q1 20225
RDSA ROYAL DUTCH SHELL PLC550.16%0.23%0.29%Q4 2018Q4 20195
PKG PACKAGING CORP AMER550.11%0.22%0.37%Q4 2018Q4 20195
ADM ARCHER DANIELS MIDLAND CO320.05%0.17%0.30%Q3 2019Q4 20225
WFC WELLS FARGO CO NEW410.05%0.17%0.21%Q2 2021Q4 20225
WTR AQUA AMERICA INC550.14%0.16%0.19%Q4 2018Q4 20195
OKE ONEOK INC NEW550.13%0.15%0.16%Q4 2018Q4 20195
IP INTL PAPER CO410.06%0.14%0.19%Q4 2018Q3 20235
SCHA SCHWAB STRATEGIC TR320.04%0.14%0.26%Q3 2019Q1 20225
SHELL PLC550.11%0.12%0.13%Q3 2022Q3 20235
ROST ROSS STORES INC550.11%0.12%0.13%Q1 2019Q1 20205
HYEM VANECK VECTORS ETF TR550.08%0.11%0.13%Q2 2021Q2 20225
MMM 3M CO320.06%0.11%0.18%Q4 2018Q1 20235
AMLP ALPS ETF TR550.07%0.10%0.14%Q4 2018Q4 20195
PXD PIONEER NAT RES CO550.06%0.07%0.08%Q3 2022Q3 20235
RWR SPDR SER TR550.05%0.06%0.07%Q4 2021Q4 20225
ITB ISHARES TR320.04%0.06%0.09%Q3 2021Q3 20235
MTD METTLER TOLEDO INTERNA...320.05%0.05%0.06%Q3 2021Q1 20235
NUE NUCOR CORP320.04%0.05%0.07%Q3 2021Q2 20235
ROK ROCKWELL AUTOMATION INC320.04%0.04%0.05%Q3 2021Q3 20235
MKTY SOLUNA HOLDINGS INC550.00%0.01%0.02%Q3 2022Q3 20235
IAU ISHARES GOLD TRUST440.81%1.11%1.24%Q2 2020Q1 20214
LVS LAS VEGAS SANDS CORP220.26%0.53%0.79%Q2 2020Q2 20214
KWEB KRANESHARES TR310.29%0.36%0.41%Q4 2018Q4 20224
SCHWAB STRATEGIC TR440.19%0.24%0.28%Q4 2022Q3 20234
AES AES CORP440.20%0.22%0.24%Q1 2020Q4 20204
ATVI ACTIVISION BLIZZARD INC440.17%0.22%0.24%Q4 2020Q3 20214
BERY BERRY GLOBAL GROUP INC440.17%0.21%0.25%Q3 2020Q2 20214
LEVI LEVI STRAUSS & CO NEW440.16%0.18%0.20%Q1 2021Q4 20214
BLK BLACKROCK INC440.16%0.17%0.18%Q4 2022Q3 20234
PNC PNC FINL SVCS GROUP INC440.16%0.17%0.18%Q2 2021Q1 20224
PBTP INVESCO EXCH TRADED FD...440.06%0.15%0.21%Q1 2022Q4 20224
AOR ISHARES TR220.05%0.13%0.19%Q3 2022Q3 20234
MSCI MSCI INC440.04%0.13%0.23%Q3 2021Q2 20224
COLD AMERICOLD RLTY TR440.11%0.12%0.13%Q3 2020Q2 20214
LEG LEGGETT & PLATT INC440.10%0.11%0.11%Q1 2019Q4 20194
CLX CLOROX CO DEL440.07%0.09%0.11%Q1 2021Q4 20214
BRKA BERKSHIRE HATHAWAY INC...440.08%0.08%0.09%Q4 2020Q3 20214
PLUG PLUG POWER INC310.05%0.07%0.12%Q4 2020Q1 20234
IGBH ISHARES U S ETF TR440.05%0.07%0.08%Q1 2021Q4 20214
NFLX NETFLIX INC440.04%0.06%0.08%Q2 2021Q1 20224
CRI CARTERS INC440.05%0.06%0.06%Q3 2021Q2 20224
MCHI ISHARES TR440.05%0.05%0.06%Q4 2022Q3 20234
IXJ ISHARES TR440.05%0.05%0.06%Q4 2022Q3 20234
ES EVERSOURCE ENERGY440.04%0.05%0.06%Q3 2022Q2 20234
TRI THOMSON REUTERS CORP.310.04%0.05%0.05%Q3 2021Q1 20234
LDOS LEIDOS HOLDINGS INC210.04%0.05%0.05%Q4 2020Q4 20224
MUSA MURPHY USA INC440.05%0.05%0.05%Q4 2022Q3 20234
SCHM SCHWAB STRATEGIC TR440.04%0.04%0.05%Q4 2022Q3 20234
BLUE BLUEBIRD BIO INC440.01%0.01%0.03%Q4 2022Q3 20234
ORGO ORGANOGENESIS HLDGS INC440.01%0.01%0.01%Q2 2022Q1 20234
GMDA GAMIDA CELL LTD440.00%0.00%0.01%Q4 2022Q3 20234
SPGP INVESCO EXCHANGE TRADE...330.35%0.72%1.25%Q1 2023Q3 20233
AKAM AKAMAI TECHNOLOGIES INC330.46%0.50%0.57%Q1 2023Q3 20233
IGM ISHARES TR330.28%0.48%0.60%Q1 2022Q3 20223
MLPA GLOBAL X FDS330.04%0.39%0.58%Q3 2019Q1 20203
IWB ISHARES TR110.23%0.37%0.65%Q4 2018Q3 20223
UBER UBER TECHNOLOGIES INC330.28%0.36%0.40%Q4 2020Q2 20213
MSOS ADVISORSHARES TR330.10%0.35%0.47%Q1 2021Q3 20213
FANG DIAMONDBACK ENERGY INC330.27%0.29%0.31%Q2 2022Q4 20223
BX BLACKSTONE GROUP L P330.16%0.24%0.38%Q4 2018Q2 20193
JNPR JUNIPER NETWORKS INC330.16%0.16%0.17%Q1 2023Q3 20233
AIRR FIRST TR EXCHANGE-TRAD...330.10%0.16%0.20%Q3 2021Q1 20223
AGCO AGCO CORP330.05%0.14%0.30%Q2 2022Q4 20223
EXP EAGLE MATLS INC330.09%0.13%0.17%Q4 2021Q2 20223
JEF JEFFERIES FINL GROUP INC330.12%0.13%0.13%Q3 2021Q1 20223
IFF INTERNATIONAL FLAVORS&...330.11%0.12%0.13%Q4 2018Q2 20193
TER TERADYNE INC330.08%0.09%0.10%Q3 2021Q1 20223
SPTS SPDR SER TR330.08%0.09%0.09%Q1 2023Q3 20233
SLYV SPDR SER TR330.04%0.09%0.11%Q1 2023Q3 20233
FHLC FIDELITY COVINGTON TRUST330.05%0.08%0.12%Q1 2023Q3 20233
KEY KEYCORP NEW330.07%0.08%0.10%Q1 2019Q3 20193
TREX TREX CO INC330.06%0.08%0.10%Q3 2021Q1 20223
KXI ISHARES TR330.06%0.07%0.07%Q4 2022Q2 20233
LISTED FD TR330.06%0.06%0.07%Q1 2023Q3 20233
VBR VANGUARD INDEX FDS330.05%0.06%0.07%Q1 2023Q3 20233
SPYG SPDR SER TR330.05%0.06%0.08%Q1 2023Q3 20233
PBS INVESCO EXCHANGE TRADE...330.05%0.06%0.06%Q3 2021Q1 20223
MTB M & T BK CORP330.05%0.05%0.06%Q2 2022Q4 20223
STX SEAGATE TECHNOLOGY HLD...330.05%0.05%0.06%Q3 2021Q1 20223
QRVO QORVO INC330.05%0.05%0.06%Q3 2021Q1 20223
MS MORGAN STANLEY330.04%0.05%0.06%Q2 2021Q4 20213
IAI ISHARES TR330.04%0.05%0.05%Q3 2021Q1 20223
QLYS QUALYS INC330.04%0.05%0.05%Q3 2021Q1 20223
ANET ARISTA NETWORKS INC210.04%0.05%0.05%Q4 2021Q1 20233
AFL AFLAC INC210.04%0.04%0.05%Q4 2022Q3 20233
SWKS SKYWORKS SOLUTIONS INC330.04%0.04%0.04%Q3 2021Q1 20223
DE DEERE & CO110.04%0.04%0.05%Q2 2021Q4 20223
PEAK HEALTHPEAK PROPERTIES INC330.04%0.04%0.04%Q3 2021Q1 20223
PTC PTC INC330.04%0.04%0.04%Q3 2021Q1 20223
IVE ISHARES TR330.04%0.04%0.04%Q1 2023Q3 20233
VLUE ISHARES TR330.04%0.04%0.04%Q3 2021Q1 20223
STNE STONECO LTD210.02%0.03%0.03%Q2 2022Q3 20233
UNIT UNITI GROUP INC210.01%0.02%0.03%Q2 2021Q3 20233
AMWL AMERICAN WELL CORP330.01%0.01%0.02%Q4 2021Q2 20223
SFIX STITCH FIX INC330.01%0.01%0.02%Q2 2022Q4 20223
NR NEWPARK RES INC210.00%0.01%0.01%Q2 2020Q3 20223
VEA VANGUARD TAX MANAGED I...221.28%1.45%1.62%Q4 2018Q1 20192
JNK SPDR SER TR220.74%0.83%0.92%Q2 2020Q3 20202
WYNN WYNN RESORTS LTD220.74%0.82%0.90%Q2 2021Q3 20212
FLOT ISHARES TR220.79%0.80%0.80%Q4 2018Q1 20192
ZTS ZOETIS INC220.73%0.75%0.77%Q2 2023Q3 20232
URI UNITED RENTALS INC220.69%0.69%0.70%Q2 2023Q3 20232
PRU PRUDENTIAL FINL INC220.53%0.55%0.58%Q2 2023Q3 20232
IR INGERSOLL-RAND PLC220.51%0.55%0.58%Q3 2019Q4 20192
KHC KRAFT HEINZ CO220.47%0.53%0.58%Q4 2018Q1 20192
KENVUE INC220.44%0.46%0.50%Q2 2023Q3 20232
SCHQ SCHWAB STRATEGIC TR220.42%0.45%0.48%Q3 2020Q4 20202
MQ MARQETA INC220.35%0.37%0.38%Q2 2021Q3 20212
DWDP DOWDUPONT INC220.35%0.35%0.35%Q4 2018Q1 20192
SHYG ISHARES TR220.27%0.28%0.30%Q1 2022Q2 20222
SHAK SHAKE SHACK INC110.06%0.27%0.49%Q2 2020Q1 20212
DBX DROPBOX INC220.19%0.20%0.21%Q4 2018Q1 20192
OIH VANECK ETF TRUST220.16%0.19%0.21%Q3 2021Q4 20212
HRS HARRIS CORP DEL220.13%0.19%0.25%Q1 2019Q2 20192
OI OWENS ILL INC220.17%0.18%0.19%Q4 2018Q1 20192
SCHF SCHWAB STRATEGIC TR220.15%0.16%0.16%Q3 2019Q4 20192
AAP ADVANCE AUTO PARTS INC220.13%0.15%0.16%Q4 2022Q1 20232
SOXX ISHARES TR220.13%0.15%0.16%Q4 2018Q1 20192
LLL L3 TECHNOLOGIES INC220.14%0.14%0.15%Q4 2018Q1 20192
GNK GENCO SHIPPING & TRADI...220.10%0.14%0.17%Q3 2021Q4 20212
IWD ISHARES TR110.04%0.14%0.23%Q4 2018Q3 20232
CIBR FIRST TR EXCHANGE TRAD...220.10%0.11%0.11%Q1 2023Q2 20232
AMP AMERIPRISE FINL INC220.07%0.08%0.10%Q2 2023Q3 20232
COIN COINBASE GLOBAL INC220.06%0.07%0.09%Q2 2021Q3 20212
MEN BLACKROCK MUNIENHANCED...220.07%0.07%0.07%Q4 2020Q1 20212
PAYX PAYCHEX INC220.06%0.07%0.08%Q2 2023Q3 20232
VRP INVESCO EXCHNG TRADED ...220.07%0.07%0.07%Q3 2019Q4 20192
JMBS JANUS DETROIT STR TR220.04%0.06%0.09%Q2 2023Q3 20232
ARKG ARK ETF TR220.06%0.06%0.07%Q3 2020Q4 20202
RYT INVESCO EXCHANGE TRADE...220.06%0.06%0.06%Q2 2023Q3 20232
NBEV NEW AGE BEVERAGES CORP220.05%0.06%0.06%Q4 2018Q1 20192
IWN ISHARES TR220.05%0.05%0.06%Q2 2021Q3 20212
APOLLO GLOBAL MGMT INC220.04%0.05%0.06%Q2 2023Q3 20232
ABNB AIRBNB INC220.05%0.05%0.06%Q3 2021Q4 20212
GSY INVESCO ACTIVELY MANAG...220.05%0.05%0.05%Q2 2022Q3 20222
IJS ISHARES TR220.05%0.05%0.05%Q2 2023Q3 20232
PEGA PEGASYSTEMS INC220.04%0.05%0.05%Q3 2021Q4 20212
MOGA MOOG INC220.04%0.04%0.05%Q2 2021Q3 20212
HUBS HUBSPOT INC220.04%0.04%0.04%Q2 2021Q3 20212
IYH ISHARES TR220.04%0.04%0.04%Q3 2021Q4 20212
BNS BANK NOVA SCOTIA B C220.04%0.04%0.04%Q4 2021Q1 20222
BBJP J P MORGAN EXCHANGE TR...220.04%0.04%0.04%Q2 2023Q3 20232
EPAM EPAM SYS INC220.04%0.04%0.04%Q2 2021Q3 20212
NSA NATIONAL STORAGE AFFIL...220.04%0.04%0.04%Q3 2021Q4 20212
IQV IQVIA HLDGS INC220.04%0.04%0.04%Q4 2021Q1 20222
CR CRANE CO220.04%0.04%0.04%Q4 2021Q1 20222
OGN ORGANON & CO110.04%0.04%0.04%Q3 2021Q3 20232
DCT DUCK CREEK TECHNOLOGIE...220.03%0.03%0.03%Q3 2022Q4 20222
GNSS GENASYS INC220.02%0.02%0.02%Q2 2021Q3 20212
WFTIQ WEATHERFORD INTL PLC220.01%0.01%0.01%Q4 2018Q1 20192
SPY SPDR S&P 500 ETF TR220.00%0.00%0.00%Q3 2020Q4 20202
TSLA TESLA INC220.00%0.00%0.00%Q1 2021Q2 20212
NAVB NAVIDEA BIOPHARMACEUTI...220.00%0.00%0.00%Q4 2018Q1 20192
QABA FIRST TR NASDAQ ABA CM...110.55%0.55%0.55%Q4 2018Q4 20181
TWST TWIST BIOSCIENCE CORP110.54%0.54%0.54%Q3 2020Q3 20201
GDRX GOODRX HLDGS INC110.53%0.53%0.53%Q4 2020Q4 20201
LRCX LAM RESEARCH CORP110.53%0.53%0.53%Q3 2022Q3 20221
EWJ ISHARES INC110.38%0.38%0.38%Q3 2023Q3 20231
MRVL MARVELL TECHNOLOGY INC110.37%0.37%0.37%Q3 2023Q3 20231
EFA ISHARES TR110.34%0.34%0.34%Q4 2018Q4 20181
CHL CHINA MOBILE LIMITED110.31%0.31%0.31%Q1 2020Q1 20201
EDIT EDITAS MEDICINE INC110.30%0.30%0.30%Q3 2020Q3 20201
LNG CHENIERE ENERGY INC110.28%0.28%0.28%Q4 2021Q4 20211
TXT TEXTRON INC110.28%0.28%0.28%Q3 2019Q3 20191
CTSH COGNIZANT TECHNOLOGY S...110.27%0.27%0.27%Q3 2019Q3 20191
COM DIREXION SHS ETF TR110.26%0.26%0.26%Q3 2023Q3 20231
USFD US FOODS HLDG CORP110.25%0.25%0.25%Q4 2019Q4 20191
STE STERIS PLC110.23%0.23%0.23%Q4 2018Q4 20181
SPIB SPDR SERIES TRUST110.20%0.20%0.20%Q4 2018Q4 20181
ACWI ISHARES TR110.19%0.19%0.19%Q4 2022Q4 20221
DELL DELL TECHNOLOGIES INC110.16%0.16%0.16%Q4 2018Q4 20181
AWK AMERICAN WTR WKS CO IN...110.13%0.13%0.13%Q3 2023Q3 20231
WY WEYERHAEUSER CO110.12%0.12%0.12%Q1 2019Q1 20191
EXC EXELON CORP110.11%0.11%0.11%Q1 2019Q1 20191
FOCS FOCUS FINL PARTNERS INC110.10%0.10%0.10%Q1 2019Q1 20191
BBT BB&T CORP110.08%0.08%0.08%Q3 2019Q3 20191
VTR VENTAS INC110.08%0.08%0.08%Q3 2019Q3 20191
CFLT CONFLUENT INC110.08%0.08%0.08%Q4 2021Q4 20211
SPYV SPDR SER TR110.07%0.07%0.07%Q3 2023Q3 20231
AGN ALLERGAN PLC110.07%0.07%0.07%Q4 2019Q4 20191
MET METLIFE INC110.07%0.07%0.07%Q4 2019Q4 20191
LC LENDINGCLUB CORP110.07%0.07%0.07%Q3 2020Q3 20201
USFR WISDOMTREE TR110.07%0.07%0.07%Q4 2021Q4 20211
IVOL KRANESHARES TR110.06%0.06%0.06%Q3 2023Q3 20231
VTEB VANGUARD MUN BD FDS110.05%0.05%0.05%Q3 2022Q3 20221
RCII RENT A CTR INC NEW110.05%0.05%0.05%Q1 2021Q1 20211
CVLT COMMVAULT SYS INC110.05%0.05%0.05%Q2 2021Q2 20211
SPSM SPDR SER TR110.05%0.05%0.05%Q3 2023Q3 20231
IWS ISHARES TR110.05%0.05%0.05%Q3 2023Q3 20231
JCOM J2 GLOBAL INC110.05%0.05%0.05%Q1 2021Q1 20211
FOUR SHIFT4 PMTS INC110.05%0.05%0.05%Q3 2023Q3 20231
AGG ISHARES TR110.05%0.05%0.05%Q3 2023Q3 20231
XSOE WISDOMTREE TR110.04%0.04%0.04%Q2 2021Q2 20211
HYS PIMCO ETF TR110.04%0.04%0.04%Q1 2022Q1 20221
YETI YETI HLDGS INC110.04%0.04%0.04%Q3 2021Q3 20211
DDOG DATADOG INC110.04%0.04%0.04%Q4 2021Q4 20211
YELP YELP INC110.04%0.04%0.04%Q2 2021Q2 20211
CI THE CIGNA GROUP110.04%0.04%0.04%Q3 2023Q3 20231
GDX VANECK VECTORS ETF TR110.04%0.04%0.04%Q2 2021Q2 20211
PLD PROLOGIS INC.110.04%0.04%0.04%Q3 2023Q3 20231
REGN REGENERON PHARMACEUTICALS110.04%0.04%0.04%Q3 2023Q3 20231
FMC FMC CORP110.04%0.04%0.04%Q1 2022Q1 20221
VNQ VANGUARD INDEX FDS110.04%0.04%0.04%Q1 2022Q1 20221
PANW PALO ALTO NETWORKS INC110.04%0.04%0.04%Q1 2022Q1 20221
THOMSON REUTERS CORP.110.04%0.04%0.04%Q2 2023Q2 20231
STWD STARWOOD PPTY TR INC110.04%0.04%0.04%Q1 2022Q1 20221
PKI PERKINELMER INC110.04%0.04%0.04%Q4 2021Q4 20211
ECA ENCANA CORP110.03%0.03%0.03%Q2 2019Q2 20191
AEO AMERICAN EAGLE OUTFITT...110.03%0.03%0.03%Q2 2022Q2 20221
FGEN FIBROGEN INC110.02%0.02%0.02%Q1 2022Q1 20221
NEO NEOGENOMICS INC110.02%0.02%0.02%Q3 2022Q3 20221
LPRO OPEN LENDING CORP110.02%0.02%0.02%Q4 2022Q4 20221
BTU PEABODY ENERGY CORP NEW110.01%0.01%0.01%Q2 2020Q2 20201
OTLK OUTLOOK THERAPEUTICS INC110.01%0.01%0.01%Q2 2021Q2 20211
F FORD MTR CO DEL110.00%0.00%0.00%Q1 2021Q1 20211
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The securities at the top of the list , including APPLE INC, AMAZON COM INC, and ALPHABET INC, are the highest-conviction holdings of TrinityPoint Wealth, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by TrinityPoint Wealth, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that TrinityPoint Wealth, LLC owns currently or has owned in the past.