Trinity Point Wealth, LLC New Holdings in Q4 2024

Trinity Point Wealth, LLC

  • $689 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NRG
Nrg Energy, Inc.

Utilities
13.4K
New
$85.3 - $101.61 $1.15M - $1.37M
13.4K $1.21M
IGV
Ishares Expanded Tech Software

ETFs
9.84K
New
$87.5 - $110.17 $861K - $1.08M
9.84K $985K
CTVA
Corteva, Inc.

Basic Materials
13.9K
New
$55.21 - $64.13 $768K - $892K
13.9K $792K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.76K
New
$100.24 - $101.35 $377K - $381K
3.76K $378K
VEA
Vanguard Ftse Developed Market

ETFs
6.45K
New
$47.57 - $52.44 $307K - $338K
6.45K $308K
NFLX
Netflix Inc

Communication Services
343
New
$687.65 - $936.56 $236K - $321K
343 $305K
HLI
Houlihan Lokey, Inc.

Financial Services
1.41K
New
$158.81 - $190.49 $224K - $269K
1.41K $245K
DDOG
Datadog, Inc.

Technology
1.69K
New
$113.98 - $168.65 $193K - $286K
1.69K $242K
PODD
Insulet Corp

Healthcare
897
New
$227.79 - $275.7 $204K - $247K
897 $234K
ROAD
Construction Partners, Inc.

Industrials
2.4K
New
$67.44 - $101.86 $162K - $245K
2.4K $212K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.12K
New
$146.47 - $191.01 $164K - $213K
1.12K $208K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.49K
New
$129.96 - $144.97 $193K - $216K
1.49K $207K
HUBS
Hubspot Inc

Technology
296
New
$514.07 - $757.4 $152K - $224K
296 $206K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.59K
New
$126.68 - $134.74 $202K - $214K
1.59K $202K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.49K
New
$134.53 - $150.65 $201K - $225K
1.49K $201K
DE
Deere & CO

Industrials
473
New
$389.45 - $466.0 $184K - $220K
473 $200K
VRT
Vertiv Holdings CO

Industrials
2.11K
New
N/A
2.11K $182K
HLMN
Hillman Solutions Corp.

Industrials
12.3K
New
$9.66 - $11.54 $119K - $142K
12.3K $120K
Veralto Corp
2.22K
New
N/A
2.22K $0
Lam Research Corp
15.7K
New
N/A
15.7K $0
Knife River Corp
2.05K
New
N/A
2.05K $0
Biohaven LTD
37.1K
New
N/A
37.1K $0
Flagstar Financial Inc
11.8K
New
N/A
11.8K $0
Blackrock Inc
1.64K
New
N/A
1.64K $0
Victory Portfolios Ii
15.7K
New
N/A
15.7K $0
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
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