Trinity Point Wealth, LLC Purchases in Q3 2024

Trinity Point Wealth, LLC

  • $680 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LMT
Lockheed Martin Corp

Industrials
8.79K
+ 179.44%
$460.3 - $584.56 $4.05M - $5.14M
13.7K $8M
IJS
Ishares S&P Smallcap 600 Value

ETFs
29.5K
+ 73.46%
$95.81 - $109.03 $2.83M - $3.22M
69.7K $7.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
18.9K
+ 6.7%
$77.02 - $85.06 $1.46M - $1.61M
302K $25.5M
GILD
Gilead Sciences, Inc.

Healthcare
37.9K
+ 658.5%
$66.59 - $83.99 $2.52M - $3.18M
43.6K $3.66M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
27.9K
+ 21.07%
$96.3 - $106.49 $2.69M - $2.97M
160K $16.8M
PFE
Pfizer Inc

Healthcare
88.3K
+ 85.45%
$27.7 - $31.39 $2.44M - $2.77M
192K $5.54M
XLF
Financial Sector Spdr

ETFs
41.2K
+ 46.83%
$40.84 - $45.74 $1.68M - $1.88M
129K $5.85M
JPM
Jpmorgan Chase & CO

Financial Services
9.49K
+ 36.13%
$194.9 - $224.8 $1.85M - $2.13M
35.7K $7.53M
CAH
Cardinal Health Inc

Healthcare
16.5K
New
$93.74 - $114.66 $1.55M - $1.89M
16.5K $1.83M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
75.3K
+ 75.25%
$19.2 - $19.82 $1.45M - $1.49M
175K $3.46M
IQLT
Ishares Msci Intl Quality Fact

ETFs
20.8K
+ 18.75%
$37.37 - $41.82 $776K - $869K
132K $5.46M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
49.1K
+ 174.78%
$19.92 - $20.67 $977K - $1.01M
77.1K $1.59M
VEU
Vanguard Ftse All World Ex Us

ETFs
6.1K
+ 4.24%
$56.47 - $63.69 $344K - $388K
150K $9.43M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
7.47K
+ 7.73%
$69.61 - $79.56 $520K - $594K
104K $8.16M
WELL
Welltower Inc.

Real Estate
7.22K
+ 252.89%
$104.0 - $129.74 $750K - $936K
10.1K $1.29M
SPTS
Spdr Portfolio Short Term Trea

ETFs
31.4K
+ 188.49%
$28.75 - $29.46 $903K - $926K
48.1K $1.41M
XLRE
Select Sector Spdr Tr Real Est

ETFs
20.2K
New
$38.04 - $45.36 $767K - $914K
20.2K $900K
RTX
Raytheon Technologies Corp

Industrials
186
+ 0.48%
$99.55 - $123.34 $18.5K - $22.9K
38.8K $4.69M
JNJ
Johnson & Johnson

Healthcare
295
+ 0.63%
$145.48 - $167.38 $42.9K - $49.4K
47K $7.62M
XLP
Consumer Staples Sector Spdr

ETFs
10K
+ 30.92%
$76.04 - $76.04 $761K - $761K
42.4K $3.22M
HD
Home Depot, Inc.

Consumer Cyclical
87
+ 0.8%
$333.64 - $405.2 $29K - $35.3K
11K $4.44M
XLY
Select Sector Spdr Consumer Di

ETFs
1.32K
+ 7.18%
$170.05 - $200.86 $224K - $265K
19.7K $3.94M
DGRO
Ishares Core Dividend Growth E

ETFs
120
+ 0.11%
$57.47 - $62.76 $6.9K - $7.53K
110K $6.92M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.28K
+ 8.01%
$105.53 - $118.34 $241K - $270K
30.7K $3.59M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
3.17K
+ 218.4%
$152.9 - $180.39 $485K - $572K
4.62K $806K
MMM
3 M CO

Industrials
317
+ 2.15%
$99.69 - $139.42 $31.6K - $44.2K
15.1K $2.06M
NKE
Nike, Inc.

Consumer Cyclical
2.41K
+ 9.21%
$71.09 - $89.44 $171K - $215K
28.6K $2.52M
MDT
Medtronic PLC

Healthcare
64
+ 0.15%
$76.84 - $91.03 $4.92K - $5.83K
43.8K $3.94M
MA
Mastercard Inc

Financial Services
66
+ 0.82%
$429.6 - $500.99 $28.4K - $33.1K
8.14K $4.02M
VO
Vanguard Mid Cap ETF

ETFs
117
+ 0.68%
$237.84 - $263.83 $27.8K - $30.9K
17.3K $4.56M
ET
Energy Transfer LP

Energy
24.4K
New
$15.43 - $16.44 $377K - $401K
24.4K $391K
NEE
Nextera Energy Inc

Utilities
642
+ 2.71%
$69.9 - $84.97 $44.9K - $54.6K
24.3K $2.06M
DVN
Devon Energy Corp

Energy
18.4K
+ 40.48%
$37.87 - $48.65 $698K - $897K
64K $2.5M
RE
Everest Re Group LTD

Financial Services
881
New
N/A
881 $326K
GE
General Electric CO

Industrials
367
+ 4.39%
$156.66 - $189.66 $57.5K - $69.6K
8.73K $1.65M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.78K
+ 50.29%
$52.1 - $59.66 $249K - $285K
14.3K $846K
MKC
Mccormick & CO Inc

Consumer Defensive
3.01K
+ 55.83%
$69.44 - $84.76 $209K - $255K
8.4K $691K
ED
Consolidated Edison Inc

Utilities
1.6K
+ 16.55%
$88.42 - $104.97 $141K - $168K
11.3K $1.17M
IEF
Ishares Barclays

ETFs
965
+ 2.1%
$92.67 - $99.14 $89.4K - $95.7K
47K $4.61M
EME
Emcor Group, Inc.

Industrials
694
New
$340.22 - $435.6 $236K - $302K
694 $298K
JEPI
J P Morgan Exchange Traded Fd

ETFs
107
+ 0.11%
$54.98 - $59.51 $5.88K - $6.37K
101K $6M
BLK
Black Rock Inc.

Financial Services
54
+ 3.75%
$782.27 - $949.51 $42.2K - $51.3K
1.49K $1.42M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
582
+ 0.96%
$57.85 - $64.92 $33.7K - $37.8K
61.1K $3.96M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.69K
+ 18.41%
$56.04 - $62.99 $207K - $232K
23.7K $1.45M
SPY
Spdr S&P 500 ETF Trust

ETFs
156
+ 2.81%
$517.38 - $573.86 $80.7K - $89.5K
5.71K $3.28M
CCI
Crown Castle International Corp

Real Estate
2.15K
New
$95.29 - $120.24 $205K - $258K
2.15K $254K
ACN
Accenture PLC

Technology
125
+ 3.11%
$295.44 - $355.81 $36.9K - $44.5K
4.14K $1.46M
CRM
Salesforce, Inc.

Technology
424
+ 5.65%
$238.42 - $276.53 $101K - $117K
7.93K $2.17M
ADP
Automatic Data Processing Inc

Industrials
5
+ 0.08%
$233.44 - $279.45 $1.17K - $1.4K
6.3K $1.74M
Activity Summary
Buys All Purchases 189 New Holdings 29 Increased Positions 160 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Trinity Point Wealth, LLC Portfolio

Follow Trinity Point Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trinity Point Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trinity Point Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email