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
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
39
+ 0.1%
$11.31 - $11.96 $441 - $466
40.5K $484K
NLOK
Norton Life Lock Inc.

Technology
765
+ 1.39%
N/A
55.9K $1.2M
SCHO
Schwab Short Term Us Treasury

ETFs
22
+ 0.14%
$47.93 - $49.06 $1.05K - $1.08K
16.2K $793K
WM
Waste Management Inc

Industrials
151
+ 5.14%
$196.96 - $223.45 $29.7K - $33.7K
3.09K $640K
WTRG
Essential Utilities, Inc.

Utilities
1
+ 0.01%
$36.74 - $41.49 $36.7 - $41.5
11K $422K
SCHR
Schwab Intermediate Term Us Tr

ETFs
90
+ 1.91%
$48.4 - $50.91 $4.36K - $4.58K
4.8K $242K
CSX
Csx Corp

Industrials
18
+ 0.24%
$32.48 - $35.45 $585 - $638
7.53K $259K
VIG
Vanguard Dividend Appreciation

ETFs
36
+ 1.39%
$182.15 - $182.15 $6.56K - $6.56K
2.62K $477K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
35
+ 2.29%
$147.95 - $191.05 $5.18K - $6.69K
1.56K $271K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
36
+ 0.4%
$23.61 - $24.64 $850 - $887
9.04K $221K
BAC
Bank Of America Corp

Financial Services
118
+ 0.32%
$36.65 - $44.13 $4.32K - $5.21K
36.6K $1.45M
WING
Wingstop Inc.

Consumer Cyclical
16
+ 2.5%
$352.46 - $427.92 $5.64K - $6.85K
656 $272K
EPD
Enterprise Products Partners L.P.

Energy
19
+ 0.2%
$27.88 - $30.0 $530 - $570
9.47K $275K
EMR
Emerson Electric CO

Industrials
18
+ 0.74%
$98.19 - $118.87 $1.77K - $2.14K
2.44K $267K
MODL
Victory Portfolios Ii Victorys
2.86K
+ 16.82%
N/A
19.9K $0
Kenvue Inc
1.02K
+ 1.71%
N/A
60.5K $0
Goldman Sachs ETF Tr
24.8K
New
N/A
24.8K $0
Amentum Holdings Inc
24.5K
New
N/A
24.5K $0
Pimco ETF Tr
99.2K
New
N/A
99.2K $0
Fidelity Covington Trust
212
+ 2.01%
N/A
10.8K $0
XLE
Energy Sector Spdr

ETFs
52
+ 1.87%
$84.35 - $93.39 $4.39K - $4.86K
2.84K $249K
C
Citigroup Inc

Financial Services
23
+ 0.32%
$56.11 - $67.61 $1.29K - $1.56K
7.29K $456K
F
Ford Motor CO

Consumer Cyclical
786
+ 6.95%
$9.71 - $14.55 $7.63K - $11.4K
12.1K $127K
CHGG
Chegg, Inc

Consumer Defensive
613
+ 5.38%
$1.63 - $3.72 $999 - $2.28K
12K $21K
CCL
Carnival Corp

Consumer Cyclical
1.15K
+ 0.72%
$14.01 - $19.18 $16.1K - $22.1K
161K $2.98M
DIS
Walt Disney CO

Communication Services
54
+ 0.72%
$85.6 - $98.61 $4.62K - $5.32K
7.61K $731K
ADBE
Adobe Inc.

Technology
9
+ 1.1%
$508.13 - $586.55 $4.57K - $5.28K
825 $427K
MCHP
Microchip Technology Inc

Technology
303
+ 6.62%
$72.0 - $95.98 $21.8K - $29.1K
4.88K $392K
PSX
Phillips 66

Energy
122
+ 2.35%
$125.0 - $147.17 $15.3K - $18K
5.31K $698K
SHEL
Shell PLC

Energy
353
+ 3.21%
$65.65 - $73.28 $23.2K - $25.9K
11.4K $749K
CVX
Chevron Corp

Energy
371
+ 2.8%
$137.88 - $161.97 $51.2K - $60.1K
13.6K $2M
LPLA
Lpl Financial Holdings Inc.

Financial Services
648
+ 13.07%
$193.0 - $282.1 $125K - $183K
5.61K $1.3M
AVGO
Broadcom Inc.

Technology
14.5K
+ 800.17%
$136.27 - $1745.86 $1.98M - $25.4M
16.3K $2.82M
NVDA
Nvidia Corp

Technology
710
+ 0.52%
$98.91 - $134.91 $70.2K - $95.8K
136K $16.6M
AMZN
Amazon Com Inc

Consumer Cyclical
2.07K
+ 2.1%
$161.02 - $200.0 $334K - $414K
101K $18.8M
QCOM
Qualcomm Inc

Technology
95
+ 0.48%
$156.12 - $209.64 $14.8K - $19.9K
19.8K $3.37M
GOOGL
Alphabet Inc.

Communication Services
66
+ 0.12%
$148.65 - $191.18 $9.81K - $12.6K
57.4K $9.51M
MU
Micron Technology Inc

Technology
1.96K
+ 3.5%
$86.27 - $136.82 $169K - $268K
58K $6.01M
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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