$489 Million is the total value of TrinityPoint Wealth, LLC's 265 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 25.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $24,680,000 | +14.0% | 180,195 | +1.7% | 5.04% | +0.1% |
| PYPL | Buy | PAYPAL HLDGS INC | $24,364,000 | +21.4% | 83,588 | +1.1% | 4.98% | +6.6% |
| AMZN | Buy | AMAZON COM INC | $23,194,000 | +16.4% | 6,742 | +4.7% | 4.74% | +2.2% |
| MSFT | Buy | MICROSOFT CORP | $16,557,000 | +22.4% | 61,120 | +6.5% | 3.38% | +7.5% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $13,818,000 | +9.2% | 132,525 | +1.3% | 2.82% | -4.1% |
| CVS | Buy | CVS HEALTH CORP | $10,038,000 | +11.4% | 120,297 | +0.5% | 2.05% | -2.2% |
| INFL | Buy | LISTED FD TRhorizon kinetics | $10,022,000 | +58.0% | 333,508 | +42.5% | 2.05% | +38.6% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $7,764,000 | +53.5% | 52,583 | +38.1% | 1.59% | +34.7% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $7,374,000 | +15.1% | 116,323 | +10.2% | 1.51% | +1.1% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $6,844,000 | +5.9% | 90,508 | +2.1% | 1.40% | -7.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $6,292,000 | +2.9% | 38,191 | +2.7% | 1.29% | -9.7% |
| ABBV | Buy | ABBVIE INC | $5,565,000 | +5.0% | 49,405 | +0.9% | 1.14% | -7.8% |
| IAU | New | ISHARES GOLD TRishares new | $5,452,000 | – | 161,727 | +100.0% | 1.12% | – |
| NEA | Buy | NUVEEN AMT FREE QLTY MUN INC | $5,249,000 | +8.5% | 334,328 | +2.4% | 1.07% | -4.8% |
| NETL | Buy | ETF SER SOLUTIONSnetlease corp | $4,981,000 | +1400.3% | 166,250 | +1276.0% | 1.02% | +1222.1% |
| HD | Buy | HOME DEPOT INC | $4,674,000 | +4.6% | 14,657 | +0.1% | 0.96% | -8.2% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $4,522,000 | +17.5% | 35,902 | +9.0% | 0.92% | +3.1% |
| XLC | Buy | SELECT SECTOR SPDR TR | $4,509,000 | +14.7% | 55,687 | +3.8% | 0.92% | +0.7% |
| WYNN | New | WYNN RESORTS LTD | $4,380,000 | – | 35,810 | +100.0% | 0.90% | – |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $4,372,000 | +2.6% | 69,939 | +0.4% | 0.89% | -10.0% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $4,329,000 | +14.7% | 45,531 | +12.3% | 0.88% | +0.7% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $4,322,000 | +19.0% | 24,209 | +12.0% | 0.88% | +4.5% |
| PDBC | Buy | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $4,167,000 | +22.6% | 207,413 | +5.1% | 0.85% | +7.6% |
| MU | Buy | MICRON TECHNOLOGY INC | $3,762,000 | -3.0% | 44,274 | +0.7% | 0.77% | -14.8% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $3,642,000 | +8.2% | 15,346 | +0.9% | 0.74% | -5.0% |
| J | Buy | JACOBS ENGR GROUP INC | $3,468,000 | +3.3% | 25,996 | +0.2% | 0.71% | -9.3% |
| DGRO | Buy | ISHARES TRcore div grwth | $3,460,000 | +9.0% | 68,702 | +4.4% | 0.71% | -4.3% |
| KO | Buy | COCA COLA CO | $3,403,000 | +2.7% | 62,898 | +0.0% | 0.70% | -9.8% |
| SPSB | Buy | SPDR SER TRportfolio short | $3,323,000 | +0.8% | 106,157 | +0.9% | 0.68% | -11.5% |
| QCOM | Buy | QUALCOMM INC | $3,305,000 | +15.0% | 23,126 | +6.7% | 0.68% | +1.0% |
| AAXJ | Buy | ISHARES TRmsci ac asia etf | $3,249,000 | +24.1% | 34,378 | +21.7% | 0.66% | +9.0% |
| SCHR | Buy | SCHWAB STRATEGIC TRintrm trm tres | $3,154,000 | +0.9% | 55,455 | +0.1% | 0.64% | -11.4% |
| TRTN | Buy | TRITON INTL LTDcl a | $3,078,000 | +26.0% | 58,816 | +32.4% | 0.63% | +10.5% |
| MDT | Buy | MEDTRONIC PLC | $2,899,000 | +8.3% | 23,353 | +3.1% | 0.59% | -4.8% |
| BX | Buy | BLACKSTONE GROUP INC | $2,674,000 | +108.1% | 27,522 | +59.6% | 0.55% | +82.9% |
| PFE | Buy | PFIZER INC | $2,438,000 | +10.9% | 62,258 | +2.6% | 0.50% | -2.7% |
| MSOS | Buy | ADVISORSHARES TRpure us cannabis | $2,314,000 | +13.9% | 57,840 | +20.8% | 0.47% | 0.0% |
| CVX | Buy | CHEVRON CORP NEW | $2,194,000 | +2.0% | 20,947 | +2.0% | 0.45% | -10.4% |
| VPL | Buy | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $2,107,000 | +12.6% | 25,593 | +11.6% | 0.43% | -1.1% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $2,078,000 | +7.4% | 36,441 | +2.0% | 0.42% | -5.6% |
| IEUR | New | ISHARES TRcore msci euro | $2,075,000 | – | 36,223 | +100.0% | 0.42% | – |
| CRM | New | SALESFORCE COM INC | $2,039,000 | – | 8,349 | +100.0% | 0.42% | – |
| ABT | Buy | ABBOTT LABS | $1,987,000 | -2.3% | 17,141 | +1.0% | 0.41% | -14.3% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,985,000 | +9.2% | 35,432 | +13.4% | 0.41% | -4.0% |
| TJX | Buy | TJX COS INC NEW | $1,982,000 | +18.2% | 29,399 | +15.9% | 0.40% | +3.6% |
| KRE | Buy | SPDR SER TRs&p regl bkg | $1,976,000 | -0.1% | 30,149 | +1.2% | 0.40% | -12.2% |
| AMRS | Buy | AMYRIS INC | $1,916,000 | -5.9% | 117,062 | +9.8% | 0.39% | -17.3% |
| MQ | New | MARQETA INC | $1,885,000 | – | 67,165 | +100.0% | 0.38% | – |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,661,000 | +15.4% | 5,977 | +6.1% | 0.34% | +1.5% |
| ZION | Buy | ZIONS BANCORPORATION N A | $1,635,000 | +27.9% | 30,933 | +33.0% | 0.33% | +12.1% |
| IYJ | Buy | ISHARES TRus industrials | $1,601,000 | +38.6% | 14,411 | +31.9% | 0.33% | +21.6% |
| AZEK | Buy | AZEK CO INCcl a | $1,553,000 | +19.0% | 36,564 | +17.8% | 0.32% | +4.3% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $1,534,000 | +16.5% | 11,414 | +12.7% | 0.31% | +2.3% |
| MYI | Buy | BLACKROCK MUNIYIELD QUALITY | $1,434,000 | +4.4% | 96,567 | +0.2% | 0.29% | -8.4% |
| AMGN | Buy | AMGEN INC | $1,388,000 | -0.9% | 5,694 | +1.2% | 0.28% | -12.9% |
| IYG | New | ISHARES TRu.s. fin svc etf | $1,376,000 | – | 7,427 | +100.0% | 0.28% | – |
| NVO | Buy | NOVO-NORDISK A Sadr | $1,321,000 | +27.0% | 15,773 | +2.3% | 0.27% | +11.6% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $1,316,000 | +11.8% | 10,079 | +11.2% | 0.27% | -1.8% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $1,232,000 | +15.8% | 8,755 | +0.3% | 0.25% | +1.6% |
| BTT | Buy | BLACKROCK MUN TARGET TERM TR | $1,187,000 | +9.6% | 45,253 | +6.2% | 0.24% | -3.6% |
| BERY | Buy | BERRY GLOBAL GROUP INC | $1,173,000 | +11.2% | 17,987 | +4.7% | 0.24% | -2.4% |
| MCD | Buy | MCDONALDS CORP | $1,074,000 | +4.4% | 4,651 | +1.3% | 0.22% | -8.3% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $1,062,000 | +5.4% | 11,131 | +2.7% | 0.22% | -7.7% |
| SNY | Buy | SANOFIsponsored adr | $1,062,000 | +9.7% | 20,159 | +3.0% | 0.22% | -3.6% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $1,055,000 | +13.3% | 8,778 | +11.5% | 0.22% | -0.5% |
| ETN | Buy | EATON CORP PLC | $1,045,000 | +10.8% | 7,052 | +3.4% | 0.21% | -2.7% |
| KLAC | Buy | KLA CORP | $1,024,000 | +2.0% | 3,159 | +3.9% | 0.21% | -10.7% |
| DIS | Buy | DISNEY WALT CO | $1,015,000 | -4.4% | 5,776 | +0.3% | 0.21% | -15.8% |
| WFC | New | WELLS FARGO CO NEW | $1,012,000 | – | 22,346 | +100.0% | 0.21% | – |
| PWR | Buy | QUANTA SVCS INC | $1,007,000 | +3.9% | 11,121 | +1.0% | 0.21% | -8.8% |
| NEM | Buy | NEWMONT CORP | $1,003,000 | +12.7% | 15,827 | +7.2% | 0.20% | -1.0% |
| LEVI | Buy | LEVI STRAUSS & CO NEW | $1,004,000 | +22.0% | 36,225 | +5.2% | 0.20% | +6.8% |
| LITE | Buy | LUMENTUM HLDGS INC | $998,000 | +7.7% | 12,169 | +19.9% | 0.20% | -5.6% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $994,000 | +5.3% | 18,206 | +4.1% | 0.20% | -7.7% |
| AVGO | Buy | BROADCOM INC | $986,000 | +11.9% | 2,067 | +8.7% | 0.20% | -1.5% |
| XOM | Buy | EXXON MOBIL CORP | $984,000 | +44.7% | 15,602 | +28.1% | 0.20% | +27.2% |
| OSK | Buy | OSHKOSH CORP | $973,000 | +10.2% | 7,805 | +4.9% | 0.20% | -3.4% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $937,000 | +14.0% | 3,469 | +0.8% | 0.19% | +0.5% |
| IYW | Buy | ISHARES TRu.s. tech etf | $909,000 | +27.7% | 9,143 | +12.6% | 0.19% | +12.0% |
| PNC | New | PNC FINL SVCS GROUP INC | $891,000 | – | 4,669 | +100.0% | 0.18% | – |
| ACN | Buy | ACCENTURE PLC IRELAND | $864,000 | +7.3% | 2,932 | +0.5% | 0.18% | -5.3% |
| UTF | Buy | COHEN & STEERS INFRASTRUCTUR | $861,000 | +9.0% | 30,018 | +6.1% | 0.18% | -4.3% |
| SO | Buy | SOUTHERN CO | $852,000 | -2.7% | 14,088 | +0.0% | 0.17% | -14.7% |
| ORCL | Buy | ORACLE CORP | $838,000 | +217.4% | 10,770 | +186.1% | 0.17% | +180.3% |
| BSCL | Buy | INVESCO EXCH TRD SLF IDX FD | $828,000 | -0.1% | 39,246 | +0.0% | 0.17% | -12.4% |
| RSG | Buy | REPUBLIC SVCS INC | $790,000 | +13.2% | 7,181 | +2.1% | 0.16% | -0.6% |
| COST | Buy | COSTCO WHSL CORP NEW | $788,000 | +14.4% | 1,991 | +1.9% | 0.16% | +0.6% |
| C | Buy | CITIGROUP INC | $776,000 | +6.0% | 10,973 | +9.0% | 0.16% | -6.5% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $740,000 | +6.9% | 3,727 | +1.5% | 0.15% | -6.2% |
| INTU | Buy | INTUIT | $732,000 | +34.3% | 1,494 | +5.1% | 0.15% | +18.1% |
| CARR | New | CARRIER GLOBAL CORPORATION | $732,000 | – | 15,063 | +100.0% | 0.15% | – |
| CSCO | Buy | CISCO SYS INC | $723,000 | +10.9% | 13,637 | +8.1% | 0.15% | -2.6% |
| INTC | Buy | INTEL CORP | $661,000 | -6.2% | 11,774 | +6.8% | 0.14% | -17.7% |
| BDX | Buy | BECTON DICKINSON & CO | $622,000 | +3.8% | 2,559 | +3.9% | 0.13% | -8.6% |
| SPGI | Buy | S&P GLOBAL INC | $607,000 | +20.0% | 1,478 | +3.0% | 0.12% | +5.1% |
| DG | Buy | DOLLAR GEN CORP NEW | $596,000 | +8.6% | 2,755 | +1.7% | 0.12% | -4.7% |
| STE | Buy | STERIS PLC | $594,000 | +11.7% | 2,878 | +3.0% | 0.12% | -2.4% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $582,000 | +3.2% | 2,604 | +2.3% | 0.12% | -9.2% |
| FDX | Buy | FEDEX CORP | $571,000 | +20.7% | 1,914 | +15.0% | 0.12% | +6.4% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $566,000 | +11.0% | 2,617 | +4.0% | 0.12% | -2.5% |
| NDAQ | Buy | NASDAQ INC | $568,000 | +24.6% | 3,230 | +4.5% | 0.12% | +9.4% |
| SYK | Buy | STRYKER CORPORATION | $553,000 | +9.3% | 2,131 | +2.6% | 0.11% | -4.2% |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $542,000 | +7.5% | 3,354 | +2.0% | 0.11% | -5.1% |
| KMB | Buy | KIMBERLY-CLARK CORP | $514,000 | -1.9% | 3,843 | +1.9% | 0.10% | -13.9% |
| FAST | Buy | FASTENAL CO | $510,000 | +5.4% | 9,811 | +2.0% | 0.10% | -8.0% |
| NVG | Buy | NUVEEN AMT FREE MUN CR INC F | $509,000 | +16.7% | 28,521 | +10.5% | 0.10% | +2.0% |
| ED | Buy | CONSOLIDATED EDISON INC | $508,000 | -4.2% | 7,086 | +0.0% | 0.10% | -15.4% |
| TROW | New | PRICE T ROWE GROUP INC | $505,000 | – | 2,551 | +100.0% | 0.10% | – |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $503,000 | +53.8% | 3,433 | +39.8% | 0.10% | +35.5% |
| ATR | Buy | APTARGROUP INC | $503,000 | +2.0% | 3,569 | +2.6% | 0.10% | -10.4% |
| SHW | Buy | SHERWIN WILLIAMS CO | $501,000 | +13.6% | 1,838 | +207.9% | 0.10% | -1.0% |
| SNA | Buy | SNAP ON INC | $490,000 | +4.7% | 2,191 | +8.1% | 0.10% | -8.3% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $468,000 | +16.4% | 2,064 | +16.5% | 0.10% | +2.1% |
| EXPE | Buy | EXPEDIA GROUP INC | $453,000 | +9.4% | 2,770 | +15.3% | 0.09% | -3.1% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $453,000 | +15.0% | 6,222 | +2.8% | 0.09% | +1.1% |
| CLX | Buy | CLOROX CO DEL | $451,000 | -4.2% | 2,506 | +2.7% | 0.09% | -16.4% |
| SWAV | Buy | SHOCKWAVE MED INC | $425,000 | +79.3% | 2,238 | +23.2% | 0.09% | +58.2% |
| WTRG | Buy | ESSENTIAL UTILS INC | $425,000 | +2.2% | 9,302 | +0.0% | 0.09% | -10.3% |
| COIN | New | COINBASE GLOBAL INC | $426,000 | – | 1,680 | +100.0% | 0.09% | – |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $421,000 | +3.4% | 2,973 | +2.7% | 0.09% | -9.5% |
| JKHY | Buy | HENRY JACK & ASSOC INC | $409,000 | +10.2% | 2,504 | +2.5% | 0.08% | -2.3% |
| MQY | New | BLACKROCK MUNIYILD QULT FD I | $411,000 | – | 24,508 | +100.0% | 0.08% | – |
| MKC | Buy | MCCORMICK & CO INC | $411,000 | +1.7% | 4,649 | +2.5% | 0.08% | -10.6% |
| HYEM | New | VANECK VECTORS ETF TRemerging mkts hi | $394,000 | – | 16,507 | +100.0% | 0.08% | – |
| WEC | Buy | WEC ENERGY GROUP INC | $398,000 | -2.7% | 4,472 | +2.4% | 0.08% | -14.7% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $389,000 | +9.9% | 7,170 | +5.3% | 0.08% | -2.4% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $381,000 | +31.8% | 2,868 | +20.7% | 0.08% | +16.4% |
| O | Buy | REALTY INCOME CORP | $379,000 | +5.9% | 5,674 | +0.7% | 0.08% | -7.2% |
| DUK | Buy | DUKE ENERGY CORP NEW | $379,000 | +8.0% | 3,836 | +5.5% | 0.08% | -6.1% |
| VFC | Buy | V F CORP | $349,000 | +5.1% | 4,249 | +2.4% | 0.07% | -7.8% |
| WMT | New | WALMART INC | $334,000 | – | 2,369 | +100.0% | 0.07% | – |
| PMX | Buy | PIMCO MUN INCOME FD III | $324,000 | +35.6% | 24,806 | +27.8% | 0.07% | +17.9% |
| GILD | Buy | GILEAD SCIENCES INC | $308,000 | +9.6% | 4,476 | +3.0% | 0.06% | -3.1% |
| DD | Buy | DUPONT DE NEMOURS INC | $295,000 | +1.7% | 3,810 | +1.4% | 0.06% | -11.8% |
| IGBH | Buy | ISHARES U S ETF TRint rt hd long | $284,000 | +22.4% | 11,191 | +23.5% | 0.06% | +7.4% |
| SIRI | Buy | SIRIUS XM HOLDINGS INC | $278,000 | +7.3% | 42,553 | +0.2% | 0.06% | -5.0% |
| IQLT | Buy | ISHARES TRmsci intl qualty | $280,000 | +33.3% | 7,264 | +25.8% | 0.06% | +16.3% |
| PMF | Buy | PIMCO MUN INCOME FD | $267,000 | +20.8% | 17,899 | +16.7% | 0.06% | +7.8% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $269,000 | +12.1% | 534 | +1.5% | 0.06% | -1.8% |
| PSX | New | PHILLIPS 66 | $262,000 | – | 3,057 | +100.0% | 0.05% | – |
| MS | New | MORGAN STANLEY | $258,000 | – | 2,810 | +100.0% | 0.05% | – |
| ENB | Buy | ENBRIDGE INC | $261,000 | +10.1% | 6,528 | +0.2% | 0.05% | -3.6% |
| CVLT | New | COMMVAULT SYS INC | $252,000 | – | 3,227 | +100.0% | 0.05% | – |
| SBUX | Buy | STARBUCKS CORP | $256,000 | +3.2% | 2,291 | +0.9% | 0.05% | -10.3% |
| BAR | Buy | GRANITESHARES GOLD TR | $250,000 | +8.7% | 14,211 | +4.9% | 0.05% | -5.6% |
| IWN | New | ISHARES TRrus 2000 val etf | $243,000 | – | 1,464 | +100.0% | 0.05% | – |
| MOGA | New | MOOG INCcl a | $232,000 | – | 2,758 | +100.0% | 0.05% | – |
| CSX | Buy | CSX CORP | $226,000 | -7.4% | 7,031 | +178.2% | 0.05% | -19.3% |
| XSOE | New | WISDOMTREE TRem ex st-owned | $222,000 | – | 5,273 | +100.0% | 0.04% | – |
| NFLX | New | NETFLIX INC | $208,000 | – | 394 | +100.0% | 0.04% | – |
| HUBS | New | HUBSPOT INC | $212,000 | – | 363 | +100.0% | 0.04% | – |
| DLR | New | DIGITAL RLTY TR INC | $209,000 | – | 1,388 | +100.0% | 0.04% | – |
| YELP | New | YELP INCcl a | $211,000 | – | 5,279 | +100.0% | 0.04% | – |
| GDX | New | VANECK VECTORS ETF TRgold miners etf | $207,000 | – | 6,087 | +100.0% | 0.04% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $203,000 | – | 8,410 | +100.0% | 0.04% | – |
| EPAM | New | EPAM SYS INC | $205,000 | – | 401 | +100.0% | 0.04% | – |
| DE | New | DEERE & CO | $207,000 | – | 586 | +100.0% | 0.04% | – |
| KREF | New | KKR REAL ESTATE FIN TR INC | $202,000 | – | 9,350 | +100.0% | 0.04% | – |
| GE | Buy | GENERAL ELECTRIC CO | $160,000 | +5.3% | 11,890 | +2.8% | 0.03% | -5.7% |
| UNIT | New | UNITI GROUP INC | $151,000 | – | 14,270 | +100.0% | 0.03% | – |
| GNSS | New | GENASYS INC | $82,000 | – | 15,000 | +100.0% | 0.02% | – |
| LHDX | New | LUCIRA HEALTH INC | $80,000 | – | 12,000 | +100.0% | 0.02% | – |
| OTLK | New | OUTLOOK THERAPEUTICS INC | $25,000 | – | 10,000 | +100.0% | 0.01% | – |
| TSLA | Buy | TESLA INCcall | $0 | -100.0% | 400 | +100.0% | 0.00% | -100.0% |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- GeoWealth #1
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-13
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.