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TrinityPoint Wealth, LLC

SEC CIK
0001766510
Latest filing
Feb 14, 2025

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Nov 8, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
287
+8 vs. Q2 2023
Portfolio value
$502.2M
−$10.3M (−2.0%) vs. Q2 2023
Filed
Nov 8, 2023
SEC
Holdings of TrinityPoint Wealth, LLC in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock173,882$29.8M5.9%−1,823−1.0%ReducedHistory
GOOGAlphabet Inc.Stock183,771$24.2M4.8%−615−0.3%ReducedHistory
MSFTMicrosoft CorpStock59,721$18.9M3.8%−695−1.2%ReducedHistory
Schwab US Dividend Equity ETF808524797ETF232,778$16.5M3.3%+22,252+10.6%Added–
Schwab U.S. Broad Market ETF808524102ETF272,631$13.6M2.7%+1,353+0.5%Added–
AMZNAmazon Com IncStock101,579$12.9M2.6%−2,708−2.6%ReducedHistory
ABBVAbbVie Inc.Stock62,181$9.27M1.8%+666+1.1%AddedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF62,211$8.01M1.6%+146+0.2%Added–
CVSCVS Health CorpStock110,276$7.70M1.5%+701+0.6%AddedHistory
GOOGLAlphabet Inc.Stock58,218$7.62M1.5%−1,904−3.2%ReducedHistory
HONHoneywell International IncCOM41,017$7.58M1.5%−801−1.9%ReducedHistory
MRKMerck & Co., Inc.Stock73,193$7.54M1.5%+2,148+3.0%AddedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF43,239$7.09M1.4%+336+0.8%Added–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF134,638$6.98M1.4%+1,232+0.9%Added–
NVDANVIDIA CorpStock14,587$6.35M1.3%−957−6.2%ReducedHistory
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF68,801$6.28M1.3%+37,113+117.1%Added–
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF89,698$6.00M1.2%+862+1.0%Added–
JNJJohnson & JohnsonStock36,077$5.62M1.1%−442−1.2%ReducedHistory
PFEPfizer IncStock157,410$5.22M1.0%+6,782+4.5%AddedHistory
UPSUnited Parcel Service IncStock30,818$4.80M1.0%−1,141−3.6%ReducedHistory
iShares Core Dividend Growth ETF46434V621ETF94,589$4.68M0.9%−385−0.4%Reduced–
XOMExxonMobil Holdings CorpCOM35,916$4.22M0.8%+224+0.6%AddedHistory
MDTMedtronic plcStock53,740$4.21M0.8%+279+0.5%AddedHistory
iShares Tips Bond ETF464287176ETF40,144$4.16M0.8%−888−2.2%Reduced–
iShares Tr4642886613 7 YR TREAS BD36,586$4.14M0.8%−435−1.2%Reduced–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF57,491$3.96M0.8%+759+1.3%Added–
METAMeta Platforms, Inc.Stock12,908$3.88M0.8%−710−5.2%ReducedHistory
ZTSZoetis Inc.Stock22,246$3.87M0.8%+456+2.1%AddedHistory
JPMJPMorgan Chase & CoStock25,928$3.76M0.7%−46−0.2%ReducedHistory
UNHUnitedHealth Group IncStock7,285$3.67M0.7%+1,093+17.7%AddedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF55,417$3.63M0.7%+385+0.7%Added–
URIUnited Rentals, Inc.COM7,871$3.50M0.7%−73−0.9%ReducedHistory
Schwab US Tips ETF808524870ETF69,249$3.50M0.7%+549+0.8%Added–
JJacobs Solutions Inc.COM24,907$3.40M0.7%+34+0.1%AddedHistory
State Street SPDR S&P Biotech ETF78464A870ETF45,270$3.31M0.7%−650−1.4%Reduced–
MAMastercard IncStock8,048$3.19M0.6%−31−0.4%ReducedHistory
FDXFedEx CorpStock11,839$3.14M0.6%−50−0.4%ReducedHistory
WMTWalmart Inc.Stock19,526$3.12M0.6%+474+2.5%AddedHistory
Listed FDS Tr53656F623HORI KI INFL ETF102,272$3.11M0.6%−43,884−30.0%Reduced–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM57,391$3.07M0.6%+3,872+7.2%Added–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF18,375$2.96M0.6%+74+0.4%Added–
COFCapital One Financial CorpStock30,329$2.94M0.6%+50.0%AddedHistory
PRUPrudential Financial IncStock30,723$2.92M0.6%+55+0.2%AddedHistory
QCOMQualcomm IncStock26,029$2.89M0.6%−35,439−57.7%ReducedHistory
VVisa Inc.Stock12,564$2.89M0.6%+321+2.6%AddedHistory
AKAMAkamai Technologies IncCOM26,950$2.87M0.6%00.0%UnchangedHistory
HDHome Depot, Inc.Stock9,453$2.86M0.6%+178+1.9%AddedHistory
iShares Tr46428743220 YR TR BD ETF31,401$2.78M0.6%−440−1.4%Reduced–
ELVElevance Health, Inc.Stock6,232$2.71M0.5%+1,387+28.6%AddedHistory
BRK.BBerkshire Hathaway IncStock7,736$2.71M0.5%−4−0.1%ReducedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF12,962$2.70M0.5%+2,204+20.5%Added–
State Street Industrial Select Sector SPDR ETF81369Y704ETF24,937$2.53M0.5%+37+0.1%Added–
State Street Utilities Select Sector SPDR ETF81369Y886ETF42,857$2.53M0.5%−1,744−3.9%Reduced–
RTXRTX CorpStock34,584$2.49M0.5%+1,250+3.7%AddedHistory
SPYSPDR S&P 500 ETF TrustETF5,725$2.45M0.5%+189+3.4%AddedHistory
MCDMcDonalds CorpStock8,981$2.37M0.5%−18−0.2%ReducedHistory
PMPhilip Morris International Inc.Stock25,518$2.36M0.5%+542+2.2%AddedHistory
iShares Tr464287846DOW JONES US ETF21,365$2.23M0.4%−345−1.6%Reduced–
DUKDuke Energy CORPStock25,032$2.21M0.4%+3,158+14.4%AddedHistory
PEPPepsiCo IncStock13,021$2.21M0.4%+526+4.2%AddedHistory
BMYBristol Myers Squibb CoStock37,850$2.20M0.4%+1,113+3.0%AddedHistory
Vanguard Scottsdale FDS92206C813LG-TERM COR BD30,662$2.20M0.4%−541−1.7%Reduced–
KVUEKenvue Inc.Stock108,802$2.18M0.4%+12,876+13.4%AddedHistory
AMGNAmgen IncStock7,904$2.12M0.4%+192+2.5%AddedHistory
NKENIKE, Inc.Stock21,395$2.05M0.4%+15,750+279.0%AddedHistory
ABTAbbott LaboratoriesStock20,871$2.02M0.4%+317+1.5%AddedHistory
TMOThermo Fisher Scientific Inc.Stock3,916$1.98M0.4%+640+19.5%AddedHistory
HALHalliburton CoStock48,504$1.96M0.4%−231−0.5%ReducedHistory
iShares Tr46434V456MSCI INTL QUALTY57,969$1.95M0.4%+7,144+14.1%Added–
BXBlackstone Inc.COM17,950$1.92M0.4%−18−0.1%ReducedHistory
iShares Inc46434G822MSCI JAPAN ETF31,862$1.92M0.4%+31,862New–
CSCOCisco Systems, Inc.Stock35,520$1.91M0.4%−209−0.6%ReducedHistory
PYPLPayPal Holdings, Inc.Stock32,655$1.91M0.4%−7,537−18.8%ReducedHistory
MRVLMarvell Technology, Inc.COM34,665$1.88M0.4%+34,665NewHistory
TJXTJX Companies IncStock21,022$1.87M0.4%−774−3.6%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF19,643$1.85M0.4%+1,097+5.9%Added–
NVONovo Nordisk A SADR20,256$1.84M0.4%−2,458−10.8%ReducedConverted for a 2-for-1 splitHistory
TMUST-Mobile US, Inc.Stock12,963$1.82M0.4%+1,950+17.7%AddedHistory
MUMicron Technology IncStock25,804$1.76M0.3%−58−0.2%ReducedHistory
iShares Tr46434V860TRS FLT RT BD33,971$1.72M0.3%+731+2.2%Added–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF22,354$1.70M0.3%−404−1.8%Reduced–
CVXChevron CorpStock9,966$1.68M0.3%+360+3.7%AddedHistory
iShares Tr4642874407-10 YR TRSY BD18,149$1.66M0.3%+8,494+88.0%Added–
AVGOBroadcom Inc.Stock1,994$1.66M0.3%−208−9.4%ReducedHistory
AMDAdvanced Micro Devices IncStock15,881$1.63M0.3%−99−0.6%ReducedHistory
CRMSalesforce, Inc.Stock7,903$1.60M0.3%−628−7.4%ReducedHistory
iShares Tr46428865310-20 YR TRS ETF16,055$1.58M0.3%−4,309−21.2%Reduced–
MYIBlackRock Muniyield Quality Fund III, Inc.COM165,195$1.58M0.3%−49,630−23.1%ReducedHistory
ADPAutomatic Data Processing IncStock6,327$1.52M0.3%+8+0.1%AddedHistory
ETNEaton Corp plcStock7,102$1.51M0.3%−536−7.0%ReducedHistory
IAUiShares Gold TrustETF42,307$1.48M0.3%−2,959−6.5%ReducedHistory
LMTLockheed Martin CorpStock3,604$1.47M0.3%+240+7.1%AddedHistory
COPConocoPhillipsStock12,256$1.47M0.3%+96+0.8%AddedHistory
PWRQuanta Services, Inc.COM7,660$1.43M0.3%−741−8.8%ReducedHistory
MRSHMarsh & McLennan Companies, Inc.Stock7,452$1.42M0.3%+20.0%AddedHistory
LOWLowes Companies IncStock6,786$1.41M0.3%+14+0.2%AddedHistory
TSLATesla, Inc.Stock5,432$1.36M0.3%−194−3.4%ReducedHistory
NEANuveen AMT-Free Quality Municipal Income FundCOM139,574$1.35M0.3%−32,879−19.1%ReducedHistory
iShares Tr4642874571 3 YR TREAS BD15,950$1.29M0.3%00.0%Unchanged–
Direxion Shs ETF Tr25460E307AUSPCE CMD STG43,401$1.29M0.3%+43,401New–

Sold out since Q2 2023 (14)

Positions held at the end of Q2 2023 that are gone from this filing.

Positions of TrinityPoint Wealth, LLC sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
PIMCO ETF Tr72201R718ENHNCD LW DUR AC7,995$749.4K0.1%–
DGDollar General CorpCOM3,235$549.3K0.1%History
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF11,897$540.2K0.1%–
iShares Tr464288737GLB CNSM STP ETF5,817$355.9K0.1%–
iShares U.S. Medical Devices ETF464288810ETF3,979$224.6K<0.1%–
ESEversource EnergyStock3,006$213.2K<0.1%History
HEIHeico CorpCOM1,191$210.8K<0.1%History
NUENucor CorpCOM1,247$204.6K<0.1%History
EXPEExpedia Group, Inc.Stock1,863$203.8K<0.1%History
DFSDiscover Financial ServicesCOM1,742$203.6K<0.1%History
TRIThomson Reuters CorpCOM NO PAR1,508$203.5K<0.1%History
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1585$201.2K<0.1%History
AMRSAmyris, Inc.COM NEW77,130$79.4K<0.1%History
AUIDauthID Inc.Common Stock34,666$30.9K<0.1%History