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
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.87K
+ 239.3%
$27.54 - $83.04 $217K - $654K
11.2K $309K
USB
Us Bancorp \De\

Financial Services
231
+ 2.28%
$43.98 - $53.66 $10.2K - $12.4K
10.4K $495K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
986
+ 26.06%
$52.1 - $57.26 $51.4K - $56.5K
4.77K $248K
INTU
Intuit Inc

Technology
36
+ 2.89%
$602.01 - $706.25 $21.7K - $25.4K
1.28K $805K
ENB
Enbridge Inc

Energy
97
+ 0.68%
$40.4 - $43.92 $3.92K - $4.26K
14.3K $606K
MGC
Vanguard Mega Cap ETF

ETFs
109
+ 11.03%
$204.21 - $220.18 $22.3K - $24K
1.1K $233K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
419
+ 20.51%
$99.2 - $108.47 $41.6K - $45.4K
2.46K $245K
WRB
Berkley W R Corp

Financial Services
159
+ 1.63%
$56.48 - $64.94 $8.98K - $10.3K
9.91K $579K
PG
Procter & Gamble CO

Consumer Defensive
373
+ 5.59%
$161.05 - $179.7 $60.1K - $67K
7.04K $1.18M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
44
+ 2.8%
$563.99 - $620.12 $24.8K - $27.3K
1.61K $918K
ABT
Abbott Laboratories

Healthcare
385
+ 1.65%
$111.93 - $119.39 $43.1K - $46K
23.7K $2.68M
EPD
Enterprise Products Partners L.P.

Energy
18
+ 0.19%
$28.66 - $34.43 $516 - $620
9.48K $297K
F
Ford Motor CO

Consumer Cyclical
2.77K
+ 22.87%
$9.69 - $11.4 $26.8K - $31.5K
14.9K $147K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
39
+ 6.67%
$417.69 - $450.94 $16.3K - $17.6K
624 $265K
RHI
Robert Half International Inc.

Industrials
34
+ 0.68%
$65.55 - $76.8 $2.23K - $2.61K
5.01K $353K
JKHY
Henry Jack & Associates Inc

Technology
114
+ 3.64%
$171.12 - $186.18 $19.5K - $21.2K
3.24K $568K
FAST
Fastenal CO

Industrials
102
+ 0.84%
$69.99 - $84.35 $7.14K - $8.6K
12.2K $878K
SYK
Stryker Corp

Healthcare
49
+ 1.77%
$345.14 - $392.15 $16.9K - $19.2K
2.82K $1.01M
CSX
Csx Corp

Industrials
931
+ 12.37%
$31.58 - $36.88 $29.4K - $34.3K
8.46K $272K
MO
Altria Group, Inc.

Consumer Defensive
98
+ 1.85%
$49.06 - $57.74 $4.81K - $5.66K
5.4K $282K
RSG
Republic Services, Inc.

Industrials
34
+ 0.5%
$198.0 - $218.75 $6.73K - $7.44K
6.87K $1.38M
PM
Philip Morris International Inc.

Consumer Defensive
188
+ 1.28%
$118.38 - $133.06 $22.3K - $25K
14.8K $1.78M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
216
+ 6.91%
$96.64 - $101.23 $20.9K - $21.9K
3.34K $323K
IVE
Ishares S&P 500 Value ETF

ETFs
100
+ 5.32%
$189.5 - $206.17 $19K - $20.6K
1.98K $377K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.58K
+ 3.55%
$57.53 - $60.83 $206K - $218K
104K $6M
ATO
Atmos Energy Corp

Utilities
5
+ 0.07%
$136.41 - $151.43 $682 - $757
6.97K $971K
IWS
Ishares Russell Midcap Value E

ETFs
100
+ 3.57%
$128.08 - $140.32 $12.8K - $14K
2.9K $375K
ADBE
Adobe Inc.

Technology
142
+ 17.21%
$437.39 - $552.96 $62.1K - $78.5K
967 $430K
NLOK
Norton Life Lock Inc.

Technology
127
+ 0.23%
N/A
56.1K $1.2M
ABC
Amerisourcebergen Corp

Healthcare
14
+ 1.5%
N/A
950 $175K
BAR
Granite Shares Gold Trust

ETFs
131
+ 0.84%
$25.3 - $27.51 $3.31K - $3.6K
15.8K $409K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
500
+ 4.28%
$12.74 - $14.23 $6.37K - $7.12K
12.2K $158K
SCMB
Schwab Strategic Tr Mun Bd ETF
23.3K
+ 99.86%
N/A
46.7K $0
Victory Portfolios Ii
15.7K
New
N/A
15.7K $0
VBR
Vanguard Small Cap Value ETF

ETFs
40
+ 1.4%
$197.36 - $217.3 $7.89K - $8.69K
2.89K $572K
Veralto Corp
2.22K
New
N/A
2.22K $0
Solventum Corp
567
+ 2.64%
N/A
22.1K $0
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
224
+ 2.23%
$19.42 - $19.79 $4.35K - $4.43K
10.3K $199K
MODL
Victory Portfolios Ii Victorys
8.23K
+ 41.45%
N/A
28.1K $0
Blackrock Inc
1.64K
New
N/A
1.64K $0
Lam Research Corp
15.7K
New
N/A
15.7K $0
Kenvue Inc
17.1K
+ 28.22%
N/A
77.6K $0
Jacobs Solutions Inc
58
+ 0.24%
N/A
24.7K $0
Goldman Sachs ETF Tr
9.71K
+ 39.09%
N/A
34.6K $0
Flagstar Financial Inc
11.8K
New
N/A
11.8K $0
Fidelity Covington Trust
14
+ 0.13%
N/A
10.8K $0
Knife River Corp
2.05K
New
N/A
2.05K $0
Biohaven LTD
37.1K
New
N/A
37.1K $0
Pimco ETF Tr
37.4K
+ 37.71%
N/A
137K $0
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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