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
Amentum Holdings Inc
34.2K
+ 139.71%
N/A
58.7K $0
MET
Metlife Inc

Financial Services
1
+ 0.03%
$78.15 - $88.25 $78.2 - $88.3
2.87K $235K
IBM
International Business Machines Corp

Technology
31
+ 0.48%
$204.9 - $238.04 $6.35K - $7.38K
6.54K $1.44M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
173
+ 1.16%
$81.68 - $82.93 $14.1K - $14.3K
15.1K $1.24M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
829
+ 15.47%
$33.77 - $44.09 $28K - $36.6K
6.19K $209K
MUB
Ishares National Muni Bond ETF

ETFs
2
+ 0.08%
$105.78 - $108.7 $212 - $217
2.53K $269K
SCHR
Schwab Intermediate Term Us Tr

ETFs
4.95K
+ 103.15%
$24.19 - $50.58 $120K - $250K
9.75K $236K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
1.29K
+ 2.11%
$63.23 - $66.65 $81.6K - $86K
62.4K $3.95M
WEC
Wec Energy Group, Inc.

Utilities
180
+ 1.67%
$92.94 - $101.82 $16.7K - $18.3K
10.9K $1.03M
UPS
United Parcel Service Inc

Industrials
376
+ 7.08%
$122.65 - $138.35 $46.1K - $52K
5.69K $717K
SCHV
Schwab Strategic Tr Us Large C

ETFs
11.7K
+ 201.67%
$25.79 - $80.4 $302K - $940K
17.5K $456K
IEFA
Ishares Tr

ETFs
477
+ 8.51%
$70.06 - $77.43 $33.4K - $36.9K
6.09K $427K
KMB
Kimberly Clark Corp

Consumer Defensive
52
+ 3.04%
$130.37 - $146.09 $6.78K - $7.6K
1.76K $231K
SBUX
Starbucks Corp

Consumer Cyclical
89
+ 2.67%
$87.44 - $102.5 $7.78K - $9.12K
3.42K $311K
WM
Waste Management Inc

Industrials
22
+ 0.71%
$201.79 - $228.46 $4.44K - $5.03K
3.11K $627K
NSC
Norfolk Southern Corp

Industrials
3
+ 0.27%
$230.6 - $277.0 $692 - $831
1.1K $258K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
298
+ 0.97%
$113.92 - $127.38 $33.9K - $38K
31K $3.57M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
2.49K
+ 11.34%
$53.86 - $60.27 $134K - $150K
24.5K $1.32M
SPGI
S&P Global Inc.

Financial Services
18
+ 1.05%
$480.36 - $529.17 $8.65K - $9.53K
1.74K $865K
ITW
Illinois Tool Works Inc

Industrials
37
+ 0.88%
$253.56 - $278.5 $9.38K - $10.3K
4.25K $1.08M
CAT
Caterpillar Inc

Industrials
42
+ 2.81%
$360.37 - $416.88 $15.1K - $17.5K
1.54K $557K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
54
+ 0.13%
$11.1 - $12.03 $599 - $650
40.6K $457K
MSFT
Microsoft Corp

Technology
1.13K
+ 1.95%
$406.35 - $454.46 $460K - $514K
59K $24.9M
TIP
Ishares Tr Tips Bd ETF

ETFs
710
+ 2.6%
$106.33 - $110.69 $75.5K - $78.6K
28K $2.98M
HD
Home Depot, Inc.

Consumer Cyclical
372
+ 3.39%
$385.02 - $431.37 $143K - $160K
11.3K $4.41M
LDOS
Leidos Holdings, Inc.

Technology
5
+ 0.24%
$143.17 - $201.39 $716 - $1.01K
2.05K $295K
PLD
Prologis, Inc.

Real Estate
328
+ 9.11%
$101.4 - $126.96 $33.3K - $41.6K
3.93K $415K
MKC
Mccormick & CO Inc

Consumer Defensive
108
+ 1.29%
$73.97 - $84.09 $7.99K - $9.08K
8.51K $648K
MCHP
Microchip Technology Inc

Technology
1.19K
+ 24.31%
$55.51 - $79.05 $65.9K - $93.8K
6.07K $348K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
5
+ 0.02%
$23.17 - $26.26 $116 - $131
27.5K $662K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
2.88K
+ 3.25%
$10.95 - $12.01 $31.5K - $34.6K
91.6K $1.01M
KO
Coca Cola CO

Consumer Defensive
512
+ 5.08%
$61.74 - $71.71 $31.6K - $36.7K
10.6K $659K
UNP
Union Pacific Corp

Industrials
117
+ 2.27%
$223.15 - $249.32 $26.1K - $29.2K
5.26K $1.2M
PRU
Prudential Financial Inc

Financial Services
56
+ 0.19%
$114.59 - $129.52 $6.42K - $7.25K
29.6K $3.51M
PSX
Phillips 66

Energy
208
+ 3.92%
$110.35 - $138.93 $23K - $28.9K
5.52K $628K
MMM
3 M CO

Industrials
337
+ 2.24%
$124.74 - $137.12 $42K - $46.2K
15.4K $1.99M
TT
Trane Technologies PLC

Industrials
1
+ 0.03%
$369.35 - $419.14 $369 - $419
3.76K $1.39M
LHX
L3 Harris Technologies, Inc.

Industrials
42
+ 1.34%
$208.94 - $264.22 $8.78K - $11.1K
3.17K $666K
ASML
Asml Holding Nv

Technology
9
+ 1.45%
$658.43 - $872.27 $5.93K - $7.85K
631 $437K
SHW
Sherwin Williams CO

Basic Materials
28
+ 1.25%
$338.75 - $399.71 $9.49K - $11.2K
2.26K $768K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
525K
+ 191.66%
$22.01 - $66.82 $11.6M - $35.1M
800K $18.2M
ERIE
Erie Indemnity CO

Financial Services
2
+ 0.29%
$401.65 - $542.86 $803 - $1.09K
687 $283K
SCHO
Schwab Short Term Us Treasury

ETFs
13.2K
+ 81.39%
$24.06 - $48.88 $317K - $644K
29.4K $706K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
658
+ 1.62%
$115.08 - $119.55 $75.7K - $78.7K
41.3K $4.77M
STE
Steris PLC

Healthcare
21
+ 0.76%
$204.34 - $235.7 $4.29K - $4.95K
2.8K $574K
AWK
American Water Works Company, Inc.

Utilities
7
+ 0.14%
$123.83 - $146.07 $867 - $1.02K
4.88K $607K
SCHP
Schwab Strategic Us Tips ETF

ETFs
38.8K
+ 96.72%
$25.74 - $53.78 $998K - $2.08M
78.8K $2.04M
GE
General Electric CO

Industrials
437
+ 5.0%
$159.95 - $194.23 $69.9K - $84.9K
9.17K $1.53M
TSCO
Tractor Supply CO

Consumer Cyclical
16.1K
+ 394.08%
$52.59 - $303.74 $847K - $4.89M
20.2K $1.07M
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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