Trinity Point Wealth, LLC Purchases in Q4 2024

Trinity Point Wealth, LLC

  • $689 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
649
+ 0.64%
$180.88 - $232.93 $117K - $151K
101K $22.2M
XLF
Financial Sector Spdr

ETFs
43K
+ 33.34%
$44.89 - $51.34 $1.93M - $2.21M
172K $8.32M
CB
Chubb LTD

Financial Services
8.05K
+ 1021.07%
$271.57 - $301.89 $2.19M - $2.43M
8.83K $2.44M
IAU
Ishares Gold Trust

ETFs
38.6K
+ 102.01%
$48.37 - $52.65 $1.87M - $2.03M
76.4K $3.78M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
23.8K
+ 104.65%
$77.86 - $79.27 $1.86M - $1.89M
46.6K $3.64M
TXN
Texas Instruments Inc

Technology
8.57K
+ 129.97%
N/A
15.2K $2.95M
JPM
Jpmorgan Chase & CO

Financial Services
1.01K
+ 2.83%
$205.18 - $250.29 $207K - $253K
36.8K $8.81M
NRG
Nrg Energy, Inc.

Utilities
13.4K
New
$85.3 - $101.61 $1.15M - $1.37M
13.4K $1.21M
IJS
Ishares S&P Smallcap 600 Value

ETFs
10.2K
+ 14.69%
$104.59 - $118.05 $1.07M - $1.21M
79.9K $8.68M
META
Meta Platforms, Inc.

Communication Services
1.54K
+ 13.69%
$554.08 - $632.68 $853K - $974K
12.8K $7.55M
COF
Capital One Financial Corp

Financial Services
28
+ 0.09%
$145.19 - $192.01 $4.07K - $5.38K
30.2K $5.38M
HON
Honeywell International Inc

Industrials
318
+ 0.81%
$202.84 - $236.0 $64.5K - $75K
39.6K $8.93M
TSLA
Tesla, Inc.

Consumer Cyclical
189
+ 3.65%
$213.65 - $479.86 $40.4K - $90.7K
5.37K $2.17M
APH
Amphenol Corp

Technology
10.8K
+ 100.37%
$62.07 - $75.35 $668K - $811K
21.5K $1.49M
CTVA
Corteva, Inc.

Basic Materials
13.9K
New
$55.21 - $64.13 $768K - $892K
13.9K $792K
SPY
Spdr S&P 500 ETF Trust

ETFs
1K
+ 17.55%
$567.81 - $607.81 $570K - $610K
6.72K $3.94M
XLK
Technology Sector Spdr

ETFs
1.63K
+ 4.26%
$220.26 - $241.44 $359K - $394K
40K $9.29M
GS
Goldman Sachs Group Inc

Financial Services
391
+ 7.55%
$486.1 - $608.57 $190K - $238K
5.57K $3.19M
XLP
Consumer Staples Sector Spdr

ETFs
7.57K
+ 17.87%
N/A
50K $3.8M
LPLA
Lpl Financial Holdings Inc.

Financial Services
84
+ 1.5%
$229.85 - $335.91 $19.3K - $28.2K
5.69K $1.86M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
652K
+ 216.01%
$26.93 - $84.95 $17.6M - $55.4M
954K $26.1M
CRM
Salesforce, Inc.

Technology
158
+ 1.99%
$270.87 - $367.87 $42.8K - $58.1K
8.09K $2.71M
XLV
Select Sector Spdr Fund Health

ETFs
9.32K
+ 19.27%
$136.28 - $154.74 $1.27M - $1.44M
57.7K $7.94M
XLC
Select Sector Spdr Tr Communic

ETFs
1.93K
+ 4.8%
$89.66 - $102.16 $173K - $197K
42.2K $4.08M
VTI
Vanguard Total Stock Market Et

ETFs
1.47K
+ 56.48%
$280.04 - $302.45 $410K - $443K
4.06K $1.18M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
24.6K
+ 14.05%
$19.42 - $19.76 $479K - $487K
200K $3.9M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.76K
New
$100.24 - $101.35 $377K - $381K
3.76K $378K
VUG
Vanguard Growth ETF

ETFs
737
+ 107.75%
$378.79 - $428.11 $279K - $316K
1.42K $583K
BX
Blackstone Inc.

Financial Services
59
+ 0.37%
$148.45 - $199.05 $8.76K - $11.7K
15.9K $2.74M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
2.65K
+ 1.65%
$103.6 - $112.52 $274K - $298K
163K $17.1M
VEA
Vanguard Ftse Developed Market

ETFs
6.45K
New
$47.57 - $52.44 $307K - $338K
6.45K $308K
NFLX
Netflix Inc

Communication Services
343
New
$687.65 - $936.56 $236K - $321K
343 $305K
V
Visa Inc.

Financial Services
133
+ 2.36%
$273.87 - $320.91 $36.4K - $42.7K
5.76K $1.82M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
14.7K
+ 19.05%
$20.08 - $20.61 $295K - $303K
91.8K $1.85M
VTV
Vanguard Value ETF

ETFs
1.66K
+ 37.89%
$168.32 - $181.87 $279K - $302K
6.04K $1.02M
PANW
Palo Alto Networks Inc

Technology
10.3K
+ 101.26%
$181.96 - $405.9 $1.87M - $4.16M
20.4K $3.71M
VXF
Vanguard Extended Market ETF

ETFs
1.17K
+ 38.31%
$179.17 - $207.15 $209K - $242K
4.21K $800K
HLI
Houlihan Lokey, Inc.

Financial Services
1.41K
New
$158.81 - $190.49 $224K - $269K
1.41K $245K
DDOG
Datadog, Inc.

Technology
1.69K
New
$113.98 - $168.65 $193K - $286K
1.69K $242K
PODD
Insulet Corp

Healthcare
897
New
$227.79 - $275.7 $204K - $247K
897 $234K
SNA
Snap On Inc

Industrials
33
+ 0.8%
$285.44 - $371.35 $9.42K - $12.3K
4.16K $1.41M
ROAD
Construction Partners, Inc.

Industrials
2.4K
New
$67.44 - $101.86 $162K - $245K
2.4K $212K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
4.1K
New
$50.81 - $51.59 $208K - $212K
4.1K $209K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.12K
New
$146.47 - $191.01 $164K - $213K
1.12K $208K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.49K
New
$129.96 - $144.97 $193K - $216K
1.49K $207K
HUBS
Hubspot Inc

Technology
296
New
$514.07 - $757.4 $152K - $224K
296 $206K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.59K
New
$126.68 - $134.74 $202K - $214K
1.59K $202K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.49K
New
$134.53 - $150.65 $201K - $225K
1.49K $201K
DE
Deere & CO

Industrials
473
New
$389.45 - $466.0 $184K - $220K
473 $200K
Activity Summary
Buys All Purchases 222 New Holdings 26 Increased Positions 196 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 1
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