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
INCY
Incyte Corp

Healthcare
717
+ 3.47%
$65.08 - $83.38 $46.7K - $59.8K
21.4K $1.47M
ADP
Automatic Data Processing Inc

Industrials
24
+ 0.38%
$280.08 - $307.97 $6.72K - $7.39K
6.32K $1.85M
ET
Energy Transfer LP

Energy
772
+ 3.16%
$16.05 - $19.86 $12.4K - $15.3K
25.2K $493K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.08K
+ 19.09%
$51.09 - $55.27 $106K - $115K
13K $663K
SSRM
Ssr Mining Inc.

Basic Materials
9.92K
+ 72.36%
$5.28 - $8.12 $52.4K - $80.5K
23.6K $164K
KKR
Kkr & Co. Inc.

Financial Services
15
+ 0.31%
$129.87 - $162.87 $1.95K - $2.44K
4.82K $712K
APO
Apollo Global Management, Inc.

Financial Services
22
+ 1.09%
$131.36 - $178.61 $2.89K - $3.93K
2.04K $337K
VO
Vanguard Mid Cap ETF

ETFs
289
+ 1.67%
$261.5 - $284.63 $75.6K - $82.3K
17.6K $4.64M
COST
Costco Wholesale Corp

Consumer Defensive
16
+ 0.73%
$873.59 - $994.69 $14K - $15.9K
2.22K $2.03M
PAYX
Paychex Inc

Industrials
293
+ 6.46%
$135.86 - $148.73 $39.8K - $43.6K
4.83K $677K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
26
+ 0.18%
$58.39 - $67.04 $1.52K - $1.74K
14.3K $908K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
974
+ 3.32%
$61.68 - $67.87 $60.1K - $66.1K
30.3K $1.89M
VIG
Vanguard Dividend Appreciation

ETFs
324
+ 12.37%
N/A
2.94K $536K
ACN
Accenture PLC

Technology
184
+ 4.44%
$343.9 - $376.86 $63.3K - $69.3K
4.32K $1.52M
EOG
Eog Resources Inc

Energy
475
+ 8.5%
$118.22 - $136.54 $56.2K - $64.9K
6.07K $743K
VB
Vanguard Small Cap ETF

ETFs
199
+ 10.68%
$233.76 - $261.58 $46.5K - $52.1K
2.06K $495K
TER
Teradyne, Inc

Technology
508
+ 31.59%
$102.58 - $133.62 $52.1K - $67.9K
2.12K $266K
IVW
Ishares S&P 500 Growth ETF

ETFs
103
+ 1.48%
$94.43 - $105.47 $9.73K - $10.9K
7.05K $715K
XLE
Energy Sector Spdr

ETFs
653
+ 23.0%
$83.32 - $97.27 $54.4K - $63.5K
3.49K $299K
MSI
Motorola Solutions, Inc.

Technology
19
+ 0.59%
$449.08 - $504.6 $8.53K - $9.59K
3.23K $1.49M
IP
International Paper CO

Consumer Cyclical
7
+ 0.08%
$46.64 - $59.57 $326 - $417
9.34K $502K
BR
Broadridge Financial Solutions, Inc.

Technology
4
+ 0.1%
$209.64 - $236.44 $839 - $946
3.94K $890K
HAL
Halliburton CO

Energy
5.18K
+ 9.87%
$25.77 - $31.99 $133K - $166K
57.6K $1.57M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
714
+ 2.15%
$37.46 - $43.08 $26.7K - $30.8K
33.9K $1.29M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.09%
$571.78 - $647.97 $572 - $648
1.17K $725K
EMR
Emerson Electric CO

Industrials
50
+ 2.05%
$108.13 - $134.33 $5.41K - $6.72K
2.49K $308K
AJG
Arthur J. Gallagher & Co.

Financial Services
107
+ 2.45%
$278.49 - $315.16 $29.8K - $33.7K
4.47K $1.27M
SHEL
Shell PLC

Energy
1.21K
+ 10.68%
$60.63 - $70.23 $73.5K - $85.2K
12.6K $788K
RLY
Ssga Active ETF Tr

ETFs
1.94K
+ 22.48%
$26.85 - $29.18 $52.2K - $56.7K
10.6K $286K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.87K
+ 239.3%
$27.54 - $83.04 $217K - $654K
11.2K $309K
T
At&T Inc.

Communication Services
1.25K
+ 13.37%
$21.22 - $23.88 $26.5K - $29.9K
10.6K $241K
USB
Us Bancorp \De\

Financial Services
231
+ 2.28%
$43.98 - $53.66 $10.2K - $12.4K
10.4K $495K
INTU
Intuit Inc

Technology
36
+ 2.89%
$602.01 - $706.25 $21.7K - $25.4K
1.28K $805K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
986
+ 26.06%
$52.1 - $57.26 $51.4K - $56.5K
4.77K $248K
ENB
Enbridge Inc

Energy
97
+ 0.68%
$40.4 - $43.92 $3.92K - $4.26K
14.3K $606K
MGC
Vanguard Mega Cap ETF

ETFs
109
+ 11.03%
$204.21 - $220.18 $22.3K - $24K
1.1K $233K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
419
+ 20.51%
$99.2 - $108.47 $41.6K - $45.4K
2.46K $245K
WRB
Berkley W R Corp

Financial Services
159
+ 1.63%
$56.48 - $64.94 $8.98K - $10.3K
9.91K $579K
PG
Procter & Gamble CO

Consumer Defensive
373
+ 5.59%
$161.05 - $179.7 $60.1K - $67K
7.04K $1.18M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
44
+ 2.8%
$563.99 - $620.12 $24.8K - $27.3K
1.61K $918K
WSO
Watsco Inc

Industrials
126
+ 6.25%
$466.57 - $568.78 $58.8K - $71.7K
2.14K $1.02M
EPD
Enterprise Products Partners L.P.

Energy
18
+ 0.19%
$28.66 - $34.43 $516 - $620
9.48K $297K
ABT
Abbott Laboratories

Healthcare
385
+ 1.65%
$111.93 - $119.39 $43.1K - $46K
23.7K $2.68M
F
Ford Motor CO

Consumer Cyclical
2.77K
+ 22.87%
$9.69 - $11.4 $26.8K - $31.5K
14.9K $147K
RHI
Robert Half International Inc.

Industrials
34
+ 0.68%
$65.55 - $76.8 $2.23K - $2.61K
5.01K $353K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
39
+ 6.67%
$417.69 - $450.94 $16.3K - $17.6K
624 $265K
JKHY
Henry Jack & Associates Inc

Technology
114
+ 3.64%
$171.12 - $186.18 $19.5K - $21.2K
3.24K $568K
SYK
Stryker Corp

Healthcare
49
+ 1.77%
$345.14 - $392.15 $16.9K - $19.2K
2.82K $1.01M
FAST
Fastenal CO

Industrials
102
+ 0.84%
$69.99 - $84.35 $7.14K - $8.6K
12.2K $878K
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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