Trinity Wealth Management, LLC Portfolio Holdings by Sector
Trinity Wealth Management, LLC
- $199 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPAB QQQ MTUM QUAL SIZE USMV IAGG IHDG 39 stocks |
$193,039
96.88% of portfolio
|
  27  
|
  10  
|
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$1,656
0.83% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,352
0.68% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Electrical Equipment & Parts | Industrials
HUBB 1 stocks |
$1,267
0.64% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,136
0.57% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$302
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$284
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$210
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|