Trinity Point Wealth, LLC Reduced Holdings in Q3 2024

Trinity Point Wealth, LLC

  • $680 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
-16
- 0.21%
$125.9 - $170.35 $2.01K - $2.73K
7.44K $1.27M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-159
- 0.44%
$89.91 - $101.33 $14.3K - $16.1K
36.4K $3.57M
IAU
Ishares Gold Trust

ETFs
-5
- 0.01%
$44.06 - $50.5 $220 - $253
37.8K $1.88M
TT
Trane Technologies PLC

Industrials
-9
- 0.24%
$314.21 - $388.71 $2.83K - $3.5K
3.76K $1.46M
TSLA
Tesla, Inc.

Consumer Cyclical
-536
- 9.37%
$191.76 - $263.26 $103K - $141K
5.19K $1.36M
AXP
American Express CO

Financial Services
-6
- 0.1%
$225.92 - $271.17 $1.36K - $1.63K
5.81K $1.57M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-49
- 1.22%
$531.86 - $624.21 $26.1K - $30.6K
3.96K $2.45M
ABT
Abbott Laboratories

Healthcare
-2
- 0.01%
$100.07 - $118.13 $200 - $236
23.3K $2.66M
IBM
International Business Machines Corp

Technology
-80
- 1.21%
$175.1 - $223.38 $14K - $17.9K
6.51K $1.44M
UNH
Unitedhealth Group Inc

Healthcare
-70
- 1.44%
$488.01 - $604.18 $34.2K - $42.3K
4.78K $2.79M
MCD
Mcdonalds Corp

Consumer Cyclical
-5
- 0.06%
$245.82 - $304.51 $1.23K - $1.52K
8.54K $2.6M
DUK
Duke Energy Corp

Utilities
-78
- 0.27%
$99.35 - $117.71 $7.75K - $9.18K
28.6K $3.3M
BX
Blackstone Inc.

Financial Services
-64
- 0.4%
$120.77 - $159.66 $7.73K - $10.2K
15.8K $2.42M
ZTS
Zoetis Inc.

Healthcare
-1.94K
- 4.96%
$172.58 - $196.48 $335K - $381K
37.2K $7.26M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-99
- 1.0%
$405.19 - $478.57 $40.1K - $47.4K
9.81K $4.52M
TMUS
T Mobile Us, Inc.

Communication Services
-382
- 1.6%
$175.14 - $206.36 $66.9K - $78.8K
23.5K $4.85M
META
Meta Platforms, Inc.

Communication Services
-44
- 0.39%
$453.41 - $572.44 $20K - $25.2K
11.3K $6.44M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.69K
- 0.97%
$59.93 - $66.52 $161K - $179K
274K $18.2M
WMT
Walmart Inc.

Consumer Defensive
-1.52K
- 2.05%
$66.91 - $81.4 $101K - $123K
72.4K $5.85M
AAPL
Apple Inc.

Technology
-1.34K
- 0.86%
$207.23 - $234.82 $277K - $314K
155K $36M
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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