Trinity Point Wealth, LLC Incresed Positions in Q3 2024

Trinity Point Wealth, LLC

  • $680 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHV
Schwab Strategic Tr Us Large C

ETFs
365
+ 6.72%
$73.43 - $80.37 $26.8K - $29.3K
5.8K $466K
SPYG
Spdr Portfolio

ETFs
472
+ 5.45%
$73.38 - $84.1 $34.6K - $39.7K
9.13K $756K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
2.1K
+ 23.0%
$25.38 - $26.27 $53.3K - $55.1K
11.2K $294K
MPWR
Monolithic Power Systems Inc

Technology
15
+ 3.18%
$757.04 - $947.16 $11.4K - $14.2K
486 $449K
WSO
Watsco Inc

Industrials
8
+ 0.4%
$448.73 - $519.89 $3.59K - $4.16K
2.02K $992K
ISRG
Intuitive Surgical Inc

Healthcare
6
+ 0.54%
$416.14 - $494.01 $2.5K - $2.96K
1.12K $549K
IP
International Paper CO

Consumer Cyclical
8
+ 0.09%
$42.55 - $49.98 $340 - $400
9.33K $455K
IVW
Ishares S&P 500 Growth ETF

ETFs
320
+ 4.83%
$84.77 - $97.13 $27.1K - $31.1K
6.95K $665K
HEI
Heico Corp

Industrials
20
+ 1.68%
$220.59 - $267.96 $4.41K - $5.36K
1.21K $316K
PGR
Progressive Corp

Financial Services
10
+ 0.97%
$209.46 - $259.24 $2.09K - $2.59K
1.04K $264K
WRB
Berkley W R Corp

Financial Services
3.29K
+ 50.87%
$51.54 - $79.62 $169K - $262K
9.75K $553K
IWS
Ishares Russell Midcap Value E

ETFs
112
+ 4.16%
$119.52 - $132.25 $13.4K - $14.8K
2.8K $370K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.07%
$201.87 - $242.35 $202 - $242
1.34K $312K
NSC
Norfolk Southern Corp

Industrials
7
+ 0.64%
$213.75 - $259.69 $1.5K - $1.82K
1.1K $273K
HDV
Ishares Core High Dividend ETF

ETFs
4
+ 0.1%
$107.62 - $118.76 $430 - $475
4.09K $481K
VB
Vanguard Small Cap ETF

ETFs
2
+ 0.11%
$214.77 - $237.72 $430 - $475
1.86K $441K
RLY
Ssga Active ETF Tr

ETFs
898
+ 11.59%
$26.98 - $28.77 $24.2K - $25.8K
8.64K $248K
JKHY
Henry Jack & Associates Inc

Technology
4
+ 0.13%
$160.87 - $177.06 $643 - $708
3.13K $552K
PANW
Palo Alto Networks Inc

Technology
10
+ 0.1%
$294.18 - $368.01 $2.94K - $3.68K
10.1K $3.46M
GD
General Dynamics Corp

Industrials
7
+ 0.33%
$279.51 - $308.09 $1.96K - $2.16K
2.1K $633K
BDX
Becton Dickinson & CO

Healthcare
28
+ 1.15%
$221.47 - $242.41 $6.2K - $6.79K
2.47K $595K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
187
+ 0.79%
$11.52 - $12.52 $2.15K - $2.34K
23.8K $294K
RHI
Robert Half International Inc.

Industrials
64
+ 1.3%
$59.34 - $68.28 $3.8K - $4.37K
4.98K $335K
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
SCHR
Schwab Intermediate Term Us Tr

ETFs
90
+ 1.91%
$48.4 - $50.91 $4.36K - $4.58K
4.8K $242K
WTRG
Essential Utilities, Inc.

Utilities
1
+ 0.01%
$36.74 - $41.49 $36.7 - $41.5
11K $422K
CSX
Csx Corp

Industrials
18
+ 0.24%
$32.48 - $35.45 $585 - $638
7.53K $259K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
35
+ 2.29%
$147.95 - $191.05 $5.18K - $6.69K
1.56K $271K
VIG
Vanguard Dividend Appreciation

ETFs
36
+ 1.39%
$182.15 - $182.15 $6.56K - $6.56K
2.62K $477K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
36
+ 0.4%
$23.61 - $24.64 $850 - $887
9.04K $221K
MUB
Ishares National Muni Bond ETF

ETFs
2
+ 0.08%
$106.13 - $108.7 $212 - $217
2.53K $274K
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
BAC
Bank Of America Corp

Financial Services
118
+ 0.32%
$36.65 - $44.13 $4.32K - $5.21K
36.6K $1.45M
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
Fidelity Covington Trust
212
+ 2.01%
N/A
10.8K $0
EMR
Emerson Electric CO

Industrials
18
+ 0.74%
$98.19 - $118.87 $1.77K - $2.14K
2.44K $267K
C
Citigroup Inc

Financial Services
23
+ 0.32%
$56.11 - $67.61 $1.29K - $1.56K
7.29K $456K
XLE
Energy Sector Spdr

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