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
AXP
American Express CO

Financial Services
154
+ 2.65%
$267.35 - $305.57 $41.2K - $47.1K
5.96K $1.77M
CSCO
Cisco Systems, Inc.

Technology
1.25K
+ 6.2%
$52.45 - $60.02 $65.4K - $74.8K
21.4K $1.26M
VRT
Vertiv Holdings CO

Industrials
2.11K
New
N/A
2.11K $182K
BAC
Bank Of America Corp

Financial Services
544
+ 1.49%
$39.22 - $47.77 $21.3K - $26K
37.1K $1.63M
GLD
Spdr Gold Trust

ETFs
732
+ 12.33%
$236.59 - $257.5 $173K - $188K
6.67K $1.62M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
6.98K
+ 62.19%
$25.3 - $26.31 $177K - $184K
18.2K $465K
ISRG
Intuitive Surgical Inc

Healthcare
253
+ 22.63%
$471.27 - $550.62 $119K - $139K
1.37K $715K
SPYG
Spdr Portfolio

ETFs
1.25K
+ 13.65%
$81.74 - $91.38 $102K - $114K
10.4K $911K
DFS
Discover Financial Services

Financial Services
215
+ 6.25%
$136.3 - $182.67 $29.3K - $39.3K
3.66K $633K
WELL
Welltower Inc.

Real Estate
1.34K
+ 13.27%
$123.11 - $139.3 $164K - $186K
11.4K $1.44M
IWF
Ishares Russell 1000 Gr ETF

ETFs
261
+ 18.01%
$370.24 - $418.94 $96.6K - $109K
1.71K $686K
IWD
Ishares Russell 1000 Val ETF

ETFs
809
+ 53.72%
$183.23 - $199.79 $148K - $162K
2.32K $428K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.35K
+ 43.94%
$19.38 - $19.58 $142K - $144K
24.1K $467K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.5K
+ 16.19%
$84.34 - $95.14 $127K - $143K
10.8K $941K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
211
+ 17.37%
$521.84 - $558.82 $110K - $118K
1.43K $768K
HLMN
Hillman Solutions Corp.

Industrials
12.3K
New
$9.66 - $11.54 $119K - $142K
12.3K $120K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
388
+ 24.86%
$172.07 - $207.36 $66.8K - $80.5K
1.95K $384K
BMY
Bristol Myers Squibb CO

Healthcare
1.4K
+ 21.34%
$51.92 - $59.94 $72.6K - $83.8K
7.95K $449K
INCY
Incyte Corp

Healthcare
717
+ 3.47%
$65.08 - $83.38 $46.7K - $59.8K
21.4K $1.47M
ADP
Automatic Data Processing Inc

Industrials
24
+ 0.38%
$280.08 - $307.97 $6.72K - $7.39K
6.32K $1.85M
ET
Energy Transfer LP

Energy
772
+ 3.16%
$16.05 - $19.86 $12.4K - $15.3K
25.2K $493K
SSRM
Ssr Mining Inc.

Basic Materials
9.92K
+ 72.36%
$5.28 - $8.12 $52.4K - $80.5K
23.6K $164K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.08K
+ 19.09%
$51.09 - $55.27 $106K - $115K
13K $663K
KKR
Kkr & Co. Inc.

Financial Services
15
+ 0.31%
$129.87 - $162.87 $1.95K - $2.44K
4.82K $712K
APO
Apollo Global Management, Inc.

Financial Services
22
+ 1.09%
$131.36 - $178.61 $2.89K - $3.93K
2.04K $337K
VO
Vanguard Mid Cap ETF

ETFs
289
+ 1.67%
$261.5 - $284.63 $75.6K - $82.3K
17.6K $4.64M
COST
Costco Wholesale Corp

Consumer Defensive
16
+ 0.73%
$873.59 - $994.69 $14K - $15.9K
2.22K $2.03M
PAYX
Paychex Inc

Industrials
293
+ 6.46%
$135.86 - $148.73 $39.8K - $43.6K
4.83K $677K
C
Citigroup Inc

Financial Services
109
+ 1.5%
$61.31 - $72.5 $6.68K - $7.9K
7.4K $520K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
26
+ 0.18%
$58.39 - $67.04 $1.52K - $1.74K
14.3K $908K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
974
+ 3.32%
$61.68 - $67.87 $60.1K - $66.1K
30.3K $1.89M
VIG
Vanguard Dividend Appreciation

ETFs
324
+ 12.37%
N/A
2.94K $536K
ACN
Accenture PLC

Technology
184
+ 4.44%
$343.9 - $376.86 $63.3K - $69.3K
4.32K $1.52M
EOG
Eog Resources Inc

Energy
475
+ 8.5%
$118.22 - $136.54 $56.2K - $64.9K
6.07K $743K
VB
Vanguard Small Cap ETF

ETFs
199
+ 10.68%
$233.76 - $261.58 $46.5K - $52.1K
2.06K $495K
TER
Teradyne, Inc

Technology
508
+ 31.59%
$102.58 - $133.62 $52.1K - $67.9K
2.12K $266K
IVW
Ishares S&P 500 Growth ETF

ETFs
103
+ 1.48%
$94.43 - $105.47 $9.73K - $10.9K
7.05K $715K
XLE
Energy Sector Spdr

ETFs
653
+ 23.0%
$83.32 - $97.27 $54.4K - $63.5K
3.49K $299K
MSI
Motorola Solutions, Inc.

Technology
19
+ 0.59%
$449.08 - $504.6 $8.53K - $9.59K
3.23K $1.49M
IP
International Paper CO

Consumer Cyclical
7
+ 0.08%
$46.64 - $59.57 $326 - $417
9.34K $502K
BR
Broadridge Financial Solutions, Inc.

Technology
4
+ 0.1%
$209.64 - $236.44 $839 - $946
3.94K $890K
HAL
Halliburton CO

Energy
5.18K
+ 9.87%
$25.77 - $31.99 $133K - $166K
57.6K $1.57M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
714
+ 2.15%
$37.46 - $43.08 $26.7K - $30.8K
33.9K $1.29M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.09%
$571.78 - $647.97 $572 - $648
1.17K $725K
EMR
Emerson Electric CO

Industrials
50
+ 2.05%
$108.13 - $134.33 $5.41K - $6.72K
2.49K $308K
AJG
Arthur J. Gallagher & Co.

Financial Services
107
+ 2.45%
$278.49 - $315.16 $29.8K - $33.7K
4.47K $1.27M
SHEL
Shell PLC

Energy
1.21K
+ 10.68%
$60.63 - $70.23 $73.5K - $85.2K
12.6K $788K
RLY
Ssga Active ETF Tr

ETFs
1.94K
+ 22.48%
$26.85 - $29.18 $52.2K - $56.7K
10.6K $286K
T
At&T Inc.

Communication Services
1.25K
+ 13.37%
$21.22 - $23.88 $26.5K - $29.9K
10.6K $241K
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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