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
CMCSA
Comcast Corp

Communication Services
5.75K
New
$37.33 - $41.78 $214K - $240K
5.75K $240K
GS
Goldman Sachs Group Inc

Financial Services
34
+ 0.66%
$459.02 - $510.25 $15.6K - $17.3K
5.18K $2.56M
MET
Metlife Inc

Financial Services
2.87K
New
$67.96 - $82.48 $195K - $237K
2.87K $236K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.12K
+ 7.79%
$57.32 - $62.65 $121K - $133K
29.3K $1.83M
CB
Chubb LTD

Financial Services
788
New
$252.51 - $292.2 $199K - $230K
788 $227K
VTI
Vanguard Total Stock Market Et

ETFs
678
+ 35.39%
$255.18 - $283.2 $173K - $192K
2.59K $734K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.04K
New
$95.1 - $106.76 $194K - $218K
2.04K $218K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
3.78K
New
$50.99 - $57.81 $193K - $219K
3.78K $216K
HALO
Halozyme Therapeutics, Inc.

Healthcare
3.74K
New
$51.3 - $64.42 $192K - $241K
3.74K $213K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.36K
New
$33.89 - $41.64 $182K - $223K
5.36K $213K
EXI
Ishares Global Industrials ETF

ETFs
1.42K
New
$131.6 - $149.88 $186K - $212K
1.42K $210K
MS
Morgan Stanley

Financial Services
2.02K
New
$92.07 - $106.96 $186K - $216K
2.02K $210K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
1.44K
+ 4.53%
$33.15 - $38.37 $47.6K - $55.1K
33.2K $1.25M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
340
+ 0.84%
$114.73 - $120.23 $39K - $40.9K
40.6K $4.86M
GLOB
Globant S.A.

Technology
1.05K
New
$176.29 - $207.07 $185K - $217K
1.05K $207K
ZION
Zions Bancorporation, National Association

Financial Services
4.35K
New
$42.49 - $52.53 $185K - $229K
4.35K $205K
T
At&T Inc.

Communication Services
9.35K
New
$18.21 - $22.28 $170K - $208K
9.35K $205K
MGC
Vanguard Mega Cap ETF

ETFs
988
New
$185.93 - $206.64 $184K - $204K
988 $204K
WEC
Wec Energy Group, Inc.

Utilities
134
+ 1.26%
$77.68 - $96.19 $10.4K - $12.9K
10.8K $1.03M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
728
New
$233.81 - $287.01 $170K - $209K
728 $200K
SO
Southern CO

Utilities
32
+ 0.2%
$77.0 - $90.52 $2.46K - $2.9K
15.7K $1.41M
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
10K
New
$19.08 - $19.89 $192K - $200K
10K $199K
ENB
Enbridge Inc

Energy
3.11K
+ 28.04%
$35.27 - $41.18 $110K - $128K
14.2K $576K
EXTR
Extreme Networks Inc

Technology
11.9K
New
$12.62 - $15.79 $150K - $188K
11.9K $179K
ABC
Amerisourcebergen Corp

Healthcare
936
New
N/A
936 $173K
VZ
Verizon Communications Inc

Communication Services
997
+ 3.19%
$38.89 - $45.0 $38.8K - $44.9K
32.2K $1.45M
SNA
Snap On Inc

Industrials
145
+ 3.64%
$255.35 - $289.77 $37K - $42K
4.13K $1.2M
INCY
Incyte Corp

Healthcare
679
+ 3.4%
$57.33 - $68.61 $38.9K - $46.6K
20.6K $1.36M
XLI
Industrial Sector Spdr

ETFs
108
+ 1.06%
$120.56 - $135.44 $13K - $14.6K
10.3K $1.4M
IVV
Ishares Core S&P 500 ETF

ETFs
148
+ 6.62%
$520.18 - $576.82 $77K - $85.4K
2.39K $1.38M
UNP
Union Pacific Corp

Industrials
213
+ 4.32%
$221.78 - $256.09 $47.2K - $54.5K
5.15K $1.27M
PEG
Public Service Enterprise Group Inc

Utilities
45
+ 0.5%
$73.58 - $89.21 $3.31K - $4.01K
9.08K $810K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
983
+ 4.68%
$55.51 - $61.51 $54.6K - $60.5K
22K $1.34M
AMP
Ameriprise Financial Inc

Financial Services
129
+ 6.81%
$391.53 - $469.81 $50.5K - $60.6K
2.02K $950K
WCC
Wesco International Inc

Industrials
293
+ 3.41%
$149.47 - $183.24 $43.8K - $53.7K
8.88K $1.49M
AJG
Arthur J. Gallagher & Co.

Financial Services
115
+ 2.71%
$259.22 - $299.75 $29.8K - $34.5K
4.36K $1.23M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
185
+ 17.96%
$475.2 - $527.7 $87.9K - $97.6K
1.22K $641K
XOM
Exxon Mobil Corp

Energy
285
+ 0.66%
$109.72 - $119.0 $31.3K - $33.9K
43.5K $5.1M
KKR
Kkr & Co. Inc.

Financial Services
15
+ 0.31%
$104.51 - $133.23 $1.57K - $2K
4.8K $626K
EWJ
Ishares Msci Japan ETF

ETFs
349
+ 1.19%
$63.12 - $72.99 $22K - $25.5K
29.8K $2.13M
ERIE
Erie Indemnity CO

Financial Services
2
+ 0.29%
$356.56 - $544.84 $713 - $1.09K
685 $369K
FAST
Fastenal CO

Industrials
274
+ 2.31%
$62.09 - $71.83 $17K - $19.7K
12.1K $864K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1
+ 0.01%
$90.87 - $102.43 $90.9 - $102
19.5K $1.92M
ITW
Illinois Tool Works Inc

Industrials
43
+ 1.03%
$233.14 - $263.97 $10K - $11.4K
4.21K $1.1M
PYPL
Pay Pal Holdings, Inc.

Financial Services
415
+ 10.15%
$57.22 - $80.08 $23.7K - $33.2K
4.5K $351K
USB
Us Bancorp \De\

Financial Services
1.35K
+ 15.39%
$39.04 - $47.23 $52.7K - $63.8K
10.1K $462K
PEP
Pepsico Inc

Consumer Defensive
204
+ 1.33%
$161.9 - $179.3 $33K - $36.6K
15.5K $2.64M
VCIT
Vanguard Intermediate Term Cor

ETFs
254
+ 1.1%
$79.29 - $84.02 $20.1K - $21.3K
23.4K $1.96M
EQIX
Equinix Inc

Real Estate
11
+ 1.49%
$749.0 - $890.01 $8.24K - $9.79K
748 $663K
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
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