Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 20 | Q3 2023 | 6.6% |
AMAZON COM INC | 20 | Q3 2023 | 6.0% |
ALPHABET INC | 20 | Q3 2023 | 4.8% |
MICROSOFT CORP | 20 | Q3 2023 | 4.3% |
PAYPAL HLDGS INC | 20 | Q3 2023 | 5.2% |
VANGUARD INTL EQUITY INDEX F | 20 | Q3 2023 | 1.9% |
JOHNSON & JOHNSON | 20 | Q3 2023 | 2.2% |
SELECT SECTOR SPDR TR | 20 | Q3 2023 | 1.8% |
ALPHABET INC | 20 | Q3 2023 | 1.5% |
SELECT SECTOR SPDR TR | 20 | Q3 2023 | 1.8% |
View TrinityPoint Wealth, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-08 |
13F-HR/A | 2024-02-14 |
13F-HR/A | 2024-02-13 |
13F-HR/A | 2024-02-12 |
13F-HR | 2024-02-08 |
13F-HR | 2023-11-08 |
13F-HR | 2023-08-07 |
13F-HR | 2023-05-04 |
13F-HR | 2023-02-07 |
13F-HR | 2022-11-09 |
View TrinityPoint Wealth, 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.