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TrinityPoint Wealth, LLC

SEC CIK
0001766510
Latest filing
Feb 14, 2025

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 9, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
279
+2 vs. Q2 2022
Portfolio value
$437.4M
−$15.1M (−3.3%) vs. Q2 2022
Filed
Nov 9, 2022
SEC
Holdings of TrinityPoint Wealth, LLC in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock186,060$25.7M5.9%−80.0%ReducedHistory
GOOGAlphabet Inc.Stock189,463$18.2M4.2%00.0%UnchangedConverted for a 20-for-1 splitHistory
MSFTMicrosoft CorpStock58,459$13.6M3.1%+1,181+2.1%AddedHistory
Listed FDS Tr53656F623HORI KI INFL ETF464,678$12.9M3.0%+632+0.1%Added–
AMZNAmazon Com IncStock104,005$11.8M2.7%−1,168−1.1%ReducedHistory
Schwab U.S. Broad Market ETF808524102ETF256,252$10.8M2.5%−5,350−2.0%Reduced–
Schwab US Dividend Equity ETF808524797ETF153,828$10.2M2.3%+6,552+4.4%Added–
CVSCVS Health CorpStock85,641$8.17M1.9%+1,106+1.3%AddedHistory
ABBVAbbVie Inc.Stock58,561$7.86M1.8%+161+0.3%AddedHistory
QCOMQualcomm IncStock67,115$7.58M1.7%−2,857−4.1%ReducedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF59,421$7.20M1.6%+6,557+12.4%Added–
HONHoneywell International IncCOM41,225$6.88M1.6%+134+0.3%AddedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF55,443$6.58M1.5%−5,301−8.7%Reduced–
MRKMerck & Co., Inc.Stock72,598$6.25M1.4%+16,716+29.9%AddedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF136,453$6.05M1.4%−7,537−5.2%Reduced–
ABMDAbiomed IncCOM23,721$5.83M1.3%+28+0.1%AddedHistory
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD353,385$5.72M1.3%−2,106−0.6%Reduced–
JNJJohnson & JohnsonStock34,788$5.68M1.3%+1,007+3.0%AddedHistory
GOOGLAlphabet Inc.Stock58,602$5.61M1.3%+3,302+6.0%AddedConverted for a 20-for-1 splitHistory
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF92,003$5.29M1.2%+27,652+43.0%Added–
UPSUnited Parcel Service IncStock31,397$5.07M1.2%−472−1.5%ReducedHistory
ETF Ser Solutions26922A248COLTERPOINT NET190,690$4.43M1.0%−3,505−1.8%Reduced–
State Street SPDR S&P Biotech ETF78464A870ETF53,010$4.21M1.0%+1,472+2.9%Added–
iShares Core Dividend Growth ETF46434V621ETF85,379$3.80M0.9%+1,600+1.9%Added–
iShares Tr4642886613 7 YR TREAS BD32,672$3.73M0.9%+32,672New–
Schwab US Tips ETF808524870ETF71,590$3.71M0.8%−130.0%Reduced–
TRTNTriton International LtdCL A67,222$3.68M0.8%+4,173+6.6%AddedHistory
IAUiShares Gold TrustETF108,933$3.44M0.8%−8,421−7.2%ReducedHistory
METAMeta Platforms, Inc.Stock24,546$3.33M0.8%+20,392+490.9%AddedHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF40,552$3.07M0.7%−12,961−24.2%Reduced–
UNHUnitedHealth Group IncStock6,061$3.06M0.7%−126−2.0%ReducedHistory
PYPLPayPal Holdings, Inc.Stock34,827$3.00M0.7%−107−0.3%ReducedHistory
iShares Tr4642874571 3 YR TREAS BD36,510$2.96M0.7%−2,069−5.4%Reduced–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF59,839$2.87M0.7%−26,640−30.8%Reduced–
PFEPfizer IncStock64,265$2.81M0.6%+250.0%AddedHistory
MDTMedtronic plcStock34,652$2.80M0.6%+15,181+78.0%AddedHistory
COFCapital One Financial CorpStock30,314$2.79M0.6%+101+0.3%AddedHistory
JJacobs Solutions Inc.COM25,035$2.72M0.6%−187−0.7%ReducedHistory
XOMExxonMobil Holdings CorpCOM30,608$2.67M0.6%−6,778−18.1%ReducedHistory
NVDANVIDIA CorpStock21,738$2.64M0.6%+1,217+5.9%AddedHistory
State Street SPDR S&P Regional Banking ETF78464A698ETF43,129$2.54M0.6%−544−1.2%Reduced–
JPMJPMorgan Chase & CoStock24,224$2.53M0.6%−12,104−33.3%ReducedHistory
MAMastercard IncStock8,741$2.48M0.6%+448+5.4%AddedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF36,168$2.41M0.6%+36,168New–
VVisa Inc.Stock13,523$2.40M0.5%+8,645+177.2%AddedHistory
BXBlackstone Inc.COM28,225$2.36M0.5%+77+0.3%AddedHistory
NEANuveen AMT-Free Quality Municipal Income FundCOM221,303$2.35M0.5%−11,909−5.1%ReducedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF16,276$2.32M0.5%−3,371−17.2%Reduced–
LRCXLam Research CorpCOM6,289$2.30M0.5%+6,289NewHistory
HDHome Depot, Inc.Stock8,052$2.22M0.5%−4,914−37.9%ReducedHistory
ELVElevance Health, Inc.Stock4,866$2.21M0.5%+96+2.0%AddedHistory
DISWalt Disney CoStock23,333$2.20M0.5%−1,083−4.4%ReducedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF25,747$2.13M0.5%+600+2.4%Added–
SPYSPDR S&P 500 ETF TrustETF5,782$2.06M0.5%−6−0.1%ReducedHistory
MCDMcDonalds CorpStock8,848$2.04M0.5%+128+1.5%AddedHistory
FDXFedEx CorpStock13,628$2.02M0.5%+283+2.1%AddedHistory
iShares Tr46428743220 YR TR BD ETF19,605$2.01M0.5%+11,751+149.6%Added–
MYIBlackRock Muniyield Quality Fund III, Inc.COM192,096$2.00M0.5%−3,613−1.8%ReducedHistory
NEENextera Energy IncStock25,366$1.99M0.5%+651+2.6%AddedHistory
RTXRTX CorpStock24,089$1.97M0.5%+387+1.6%AddedHistory
Vanguard Scottsdale FDS92206C813LG-TERM COR BD26,794$1.96M0.4%−4,862−15.4%Reduced–
ALLYAlly Financial Inc.Stock69,961$1.95M0.4%+17,829+34.2%AddedHistory
iShares Tr464287846DOW JONES US ETF22,068$1.94M0.4%−290−1.3%Reduced–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM37,441$1.92M0.4%+28,437+315.8%Added–
PMPhilip Morris International Inc.Stock22,729$1.89M0.4%+61+0.3%AddedHistory
DUKDuke Energy CORPStock19,970$1.86M0.4%+14,821+287.8%AddedHistory
PEPPepsiCo IncStock11,145$1.82M0.4%+8,588+335.9%AddedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF27,428$1.80M0.4%+27,428New–
ABTAbbott LaboratoriesStock17,814$1.72M0.4%+574+3.3%AddedHistory
TMOThermo Fisher Scientific Inc.Stock3,376$1.71M0.4%+53+1.6%AddedHistory
WMTWalmart Inc.Stock13,017$1.69M0.4%+11,261+641.3%AddedHistory
BRK.BBerkshire Hathaway IncStock6,135$1.64M0.4%+121+2.0%AddedHistory
ZIONZions Bancorporation, National AssociationCOM31,505$1.60M0.4%+26+0.1%AddedHistory
AMGNAmgen IncStock7,003$1.58M0.4%+375+5.7%AddedHistory
iShares Tr46434V860TRS FLT RT BD30,244$1.53M0.3%+30,244New–
CMCSAComcast CorpStock50,860$1.49M0.3%+7,940+18.5%AddedHistory
TMUST-Mobile US, Inc.Stock11,084$1.49M0.3%−514−4.4%ReducedHistory
TSLATesla, Inc.Stock5,391$1.43M0.3%−63−1.2%ReducedConverted for a 3-for-1 splitHistory
iShares U S ETF Tr46431W705INT RT HDG C B16,117$1.43M0.3%−2,674−14.2%Reduced–
ProShares Tr74347B607INVT INT RT HG20,925$1.43M0.3%+519+2.5%Added–
CRMSalesforce, Inc.Stock9,887$1.42M0.3%+1,233+14.2%AddedHistory
MUMicron Technology IncStock27,827$1.39M0.3%−18,739−40.2%ReducedHistory
NVONovo Nordisk A SADR13,979$1.39M0.3%+801+6.1%AddedHistory
ADPAutomatic Data Processing IncStock6,129$1.39M0.3%+140+2.3%AddedHistory
VZVerizon Communications IncStock36,412$1.38M0.3%−775−2.1%ReducedHistory
iShares Tr464288414NATIONAL MUN ETF13,017$1.33M0.3%+1,457+12.6%Added–
BACBank of America CorpStock43,537$1.31M0.3%−45,006−50.8%ReducedHistory
COPConocoPhillipsStock12,734$1.30M0.3%+2,282+21.8%AddedHistory
CSCOCisco Systems, Inc.Stock32,332$1.29M0.3%+13,960+76.0%AddedHistory
TTTrane Technologies plcSHS8,910$1.29M0.3%−269−2.9%ReducedHistory
AMDAdvanced Micro Devices IncStock20,270$1.28M0.3%+6,415+46.3%AddedHistory
LOWLowes Companies IncStock6,702$1.26M0.3%+20.0%AddedHistory
PWRQuanta Services, Inc.COM9,871$1.26M0.3%−1,136−10.3%ReducedHistory
GSGoldman Sachs Group IncStock4,225$1.24M0.3%+358+9.3%AddedHistory
iShares Tr464287549EXPND TEC SC ETF4,357$1.20M0.3%−4,837−52.6%Reduced–
FANGDiamondback Energy, Inc.Stock9,975$1.20M0.3%−53−0.5%ReducedHistory
HALHalliburton CoStock48,543$1.20M0.3%+11,352+30.5%AddedHistory
UNPUnion Pacific CorpStock6,120$1.19M0.3%+186+3.1%AddedHistory
CVXChevron CorpStock8,253$1.19M0.3%−1,486−15.3%ReducedHistory
CSLCarlisle Companies IncCOM4,223$1.18M0.3%−162−3.7%ReducedHistory

Sold out since Q2 2022 (20)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of TrinityPoint Wealth, LLC sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
iShares Tr46434V4070-5YR HI YL CP33,295$1.35M0.3%–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF43,275$1.29M0.3%–
MSCIMSCI Inc.Stock2,575$1.06M0.2%History
State Street Energy Select Sector SPDR ETF81369Y506ETF10,200$729.0K0.2%–
iShares MSCI USA Quality Factor ETF46432F339ETF5,756$643.0K0.1%–
VanEck ETF Trust92189F353EMERGING MRKT HI28,340$504.0K0.1%–
EXPEagle Materials IncCOM3,759$413.0K0.1%History
Vanguard Ftse Emerging Markets ETF922042858ETF7,403$308.0K0.1%–
DLRDigital Realty Trust, Inc.COM2,003$260.0K0.1%History
IRMIron Mountain IncCOM4,664$227.0K0.1%History
CRICarters IncCOM3,227$227.0K0.1%History
Janus Detroit STR Tr47103U845HENDRSON AAA CL4,579$225.0K<0.1%–
FTNTFortinet, Inc.Stock3,929$222.0K<0.1%History
LDOSLeidos Holdings, Inc.COM2,043$206.0K<0.1%History
State Street SPDR S&P Software & Services ETF78464A599ETF1,852$205.0K<0.1%–
SNYSanofiSPONSORED ADR4,073$204.0K<0.1%History
TSMTaiwan Semiconductor Manufacturing Co LtdADR2,478$203.0K<0.1%History
iShares U.S. Medical Devices ETF464288810ETF3,986$201.0K<0.1%–
AEOAmerican Eagle Outfitters IncCOM11,733$131.0K<0.1%History
AMWLAmerican Well CorpCL A11,595$50.0K<0.1%History