Trinity Point Wealth, LLC Incresed Positions in Q4 2024

Trinity Point Wealth, LLC

  • $689 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
649
+ 0.64%
$180.88 - $232.93 $117K - $151K
101K $22.2M
XLF
Financial Sector Spdr

ETFs
43K
+ 33.34%
$44.89 - $51.34 $1.93M - $2.21M
172K $8.32M
CB
Chubb LTD

Financial Services
8.05K
+ 1021.07%
$271.57 - $301.89 $2.19M - $2.43M
8.83K $2.44M
IAU
Ishares Gold Trust

ETFs
38.6K
+ 102.01%
$48.37 - $52.65 $1.87M - $2.03M
76.4K $3.78M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
23.8K
+ 104.65%
$77.86 - $79.27 $1.86M - $1.89M
46.6K $3.64M
TXN
Texas Instruments Inc

Technology
8.57K
+ 129.97%
N/A
15.2K $2.95M
JPM
Jpmorgan Chase & CO

Financial Services
1.01K
+ 2.83%
$205.18 - $250.29 $207K - $253K
36.8K $8.81M
IJS
Ishares S&P Smallcap 600 Value

ETFs
10.2K
+ 14.69%
$104.59 - $118.05 $1.07M - $1.21M
79.9K $8.68M
META
Meta Platforms, Inc.

Communication Services
1.54K
+ 13.69%
$554.08 - $632.68 $853K - $974K
12.8K $7.55M
COF
Capital One Financial Corp

Financial Services
28
+ 0.09%
$145.19 - $192.01 $4.07K - $5.38K
30.2K $5.38M
TSLA
Tesla, Inc.

Consumer Cyclical
189
+ 3.65%
$213.65 - $479.86 $40.4K - $90.7K
5.37K $2.17M
APH
Amphenol Corp

Technology
10.8K
+ 100.37%
$62.07 - $75.35 $668K - $811K
21.5K $1.49M
SPY
Spdr S&P 500 ETF Trust

ETFs
1K
+ 17.55%
$567.81 - $607.81 $570K - $610K
6.72K $3.94M
XLK
Technology Sector Spdr

ETFs
1.63K
+ 4.26%
$220.26 - $241.44 $359K - $394K
40K $9.29M
GS
Goldman Sachs Group Inc

Financial Services
391
+ 7.55%
$486.1 - $608.57 $190K - $238K
5.57K $3.19M
XLP
Consumer Staples Sector Spdr

ETFs
7.57K
+ 17.87%
N/A
50K $3.8M
LPLA
Lpl Financial Holdings Inc.

Financial Services
84
+ 1.5%
$229.85 - $335.91 $19.3K - $28.2K
5.69K $1.86M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
652K
+ 216.01%
$26.93 - $84.95 $17.6M - $55.4M
954K $26.1M
CRM
Salesforce, Inc.

Technology
158
+ 1.99%
$270.87 - $367.87 $42.8K - $58.1K
8.09K $2.71M
XLV
Select Sector Spdr Fund Health

ETFs
9.32K
+ 19.27%
$136.28 - $154.74 $1.27M - $1.44M
57.7K $7.94M
XLC
Select Sector Spdr Tr Communic

ETFs
1.93K
+ 4.8%
$89.66 - $102.16 $173K - $197K
42.2K $4.08M
VTI
Vanguard Total Stock Market Et

ETFs
1.47K
+ 56.48%
$280.04 - $302.45 $410K - $443K
4.06K $1.18M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
24.6K
+ 14.05%
$19.42 - $19.76 $479K - $487K
200K $3.9M
VUG
Vanguard Growth ETF

ETFs
737
+ 107.75%
$378.79 - $428.11 $279K - $316K
1.42K $583K
BX
Blackstone Inc.

Financial Services
59
+ 0.37%
$148.45 - $199.05 $8.76K - $11.7K
15.9K $2.74M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
2.65K
+ 1.65%
$103.6 - $112.52 $274K - $298K
163K $17.1M
V
Visa Inc.

Financial Services
133
+ 2.36%
$273.87 - $320.91 $36.4K - $42.7K
5.76K $1.82M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
14.7K
+ 19.05%
$20.08 - $20.61 $295K - $303K
91.8K $1.85M
VTV
Vanguard Value ETF

ETFs
1.66K
+ 37.89%
$168.32 - $181.87 $279K - $302K
6.04K $1.02M
PANW
Palo Alto Networks Inc

Technology
10.3K
+ 101.26%
$181.96 - $405.9 $1.87M - $4.16M
20.4K $3.71M
VXF
Vanguard Extended Market ETF

ETFs
1.17K
+ 38.31%
$179.17 - $207.15 $209K - $242K
4.21K $800K
SNA
Snap On Inc

Industrials
33
+ 0.8%
$285.44 - $371.35 $9.42K - $12.3K
4.16K $1.41M
AXP
American Express CO

Financial Services
154
+ 2.65%
$267.35 - $305.57 $41.2K - $47.1K
5.96K $1.77M
CSCO
Cisco Systems, Inc.

Technology
1.25K
+ 6.2%
$52.45 - $60.02 $65.4K - $74.8K
21.4K $1.26M
BAC
Bank Of America Corp

Financial Services
544
+ 1.49%
$39.22 - $47.77 $21.3K - $26K
37.1K $1.63M
GLD
Spdr Gold Trust

ETFs
732
+ 12.33%
$236.59 - $257.5 $173K - $188K
6.67K $1.62M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
6.98K
+ 62.19%
$25.3 - $26.31 $177K - $184K
18.2K $465K
ISRG
Intuitive Surgical Inc

Healthcare
253
+ 22.63%
$471.27 - $550.62 $119K - $139K
1.37K $715K
SPYG
Spdr Portfolio

ETFs
1.25K
+ 13.65%
$81.74 - $91.38 $102K - $114K
10.4K $911K
DFS
Discover Financial Services

Financial Services
215
+ 6.25%
$136.3 - $182.67 $29.3K - $39.3K
3.66K $633K
WELL
Welltower Inc.

Real Estate
1.34K
+ 13.27%
$123.11 - $139.3 $164K - $186K
11.4K $1.44M
WCC
Wesco International Inc

Industrials
168
+ 1.89%
$164.11 - $213.19 $27.6K - $35.8K
9.05K $1.64M
IWD
Ishares Russell 1000 Val ETF

ETFs
809
+ 53.72%
$183.23 - $199.79 $148K - $162K
2.32K $428K
IWF
Ishares Russell 1000 Gr ETF

ETFs
261
+ 18.01%
$370.24 - $418.94 $96.6K - $109K
1.71K $686K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.35K
+ 43.94%
$19.38 - $19.58 $142K - $144K
24.1K $467K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.5K
+ 16.19%
$84.34 - $95.14 $127K - $143K
10.8K $941K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
211
+ 17.37%
$521.84 - $558.82 $110K - $118K
1.43K $768K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
388
+ 24.86%
$172.07 - $207.36 $66.8K - $80.5K
1.95K $384K
BMY
Bristol Myers Squibb CO

Healthcare
1.4K
+ 21.34%
$51.92 - $59.94 $72.6K - $83.8K
7.95K $449K
Activity Summary
Buys All Purchases 222 New Holdings 26 Increased Positions 196 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 1
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