Trinity Point Wealth, LLC Portfolio Holdings
Trinity Point Wealth, LLC
- $595 Million
- Q1 2024
Trinity Point Wealth, LLC has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $595 Million distributed in 308 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $26.8M, Microsoft Corp with a value of $24.6M, Alphabet Inc. with a value of $22.6M, Schwab Strategic Tr Us Dividen with a value of $21.1M, and Amazon Com Inc with a value of $18.1M.
Examining the 13F form we can see an increase of $50.3M in the current position value, from $545M to 595M.
Below you can find more details about Trinity Point Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$595 Million
ETFs: $204 Million
Technology: $108 Million
Healthcare: $72 Million
Industrials: $47.2 Million
Communication Services: $43.5 Million
Financial Services: $42.7 Million
Consumer Cyclical: $34.9 Million
Energy: $16 Million
Other: $26.2 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 308
- Current Value $595 Million
- Prior Value $545 Million
- Filing
- Period Q1 2024
- Filing Date May 08, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 22 stocks
- Additional Purchases 137 stocks
- Sold out of 0 stocks
- Reduced holdings in 127 stocks