Trinity Wealth Management, LLC Portfolio Holdings
Trinity Wealth Management, LLC
- $199 Million
- Q2 2024
Trinity Wealth Management, LLC has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $199 Million distributed in 47 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Aggregate Bond with a value of $20M, Invesco Qqq Trust, Series 1 with a value of $17.2M, Ishares Msci Usa Momentum Fact with a value of $16.6M, Ishares Msci Usa Quality Facto with a value of $15.9M, and Ishares Msci Usa Size Factor E with a value of $14.8M.
Examining the 13F form we can see an increase of $5.52M in the current position value, from $194M to 199M.
Below you can find more details about Trinity Wealth Management, LLC portfolio as well as his latest detailed transactions.