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
VZ
Verizon Communications Inc

Communication Services
956
+ 2.97%
$39.6 - $45.21 $37.9K - $43.2K
33.2K $1.33M
RTX
Raytheon Technologies Corp

Industrials
765
+ 1.97%
$114.45 - $127.21 $87.6K - $97.3K
39.5K $4.57M
LOW
Lowes Companies Inc

Consumer Cyclical
103
+ 1.44%
$244.52 - $284.07 $25.2K - $29.3K
7.24K $1.79M
MPWR
Monolithic Power Systems Inc

Technology
27
+ 5.56%
$560.06 - $942.58 $15.1K - $25.4K
513 $303K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
236
+ 1.21%
$89.81 - $104.0 $21.2K - $24.5K
19.7K $1.77M
ED
Consolidated Edison Inc

Utilities
129
+ 1.15%
$88.87 - $107.38 $11.5K - $13.9K
11.4K $1.02M
IQLT
Ishares Msci Intl Quality Fact

ETFs
9.98K
+ 7.59%
$37.12 - $41.23 $370K - $411K
142K $5.25M
PFE
Pfizer Inc

Healthcare
8.65K
+ 4.52%
$24.8 - $30.19 $215K - $261K
200K $5.31M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
7.47K
+ 7.17%
$70.63 - $78.23 $527K - $584K
112K $7.93M
QCOM
Qualcomm Inc

Technology
560
+ 2.83%
$150.4 - $178.04 $84.2K - $99.7K
20.4K $3.13M
AMAT
Applied Materials Inc

Technology
364
+ 4.76%
$161.44 - $213.89 $58.8K - $77.9K
8.01K $1.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
280
+ 7.07%
$501.29 - $612.85 $140K - $172K
4.24K $2.21M
MDT
Medtronic PLC

Healthcare
2.2K
+ 5.02%
$79.61 - $92.24 $175K - $203K
46K $3.67M
MRK
Merck & Co., Inc.

Healthcare
1.89K
+ 4.87%
$96.31 - $114.76 $182K - $217K
40.7K $4.05M
AMGN
Amgen Inc

Healthcare
477
+ 5.7%
$258.78 - $328.31 $123K - $157K
8.85K $2.31M
NVO
Novo Nordisk A S

Healthcare
1.57K
+ 9.57%
$85.0 - $120.04 $133K - $188K
17.9K $1.54M
AMD
Advanced Micro Devices Inc

Technology
326
+ 2.94%
$118.88 - $172.8 $38.8K - $56.3K
11.4K $1.38M
MU
Micron Technology Inc

Technology
4.11K
+ 7.08%
$84.16 - $113.41 $346K - $466K
62.1K $5.23M
ABBV
Abb Vie Inc.

Healthcare
318
+ 0.55%
$164.99 - $203.87 $52.5K - $64.8K
58.2K $10.3M
ZTS
Zoetis Inc.

Healthcare
56
+ 0.15%
$162.24 - $194.42 $9.09K - $10.9K
37.2K $6.07M
LMT
Lockheed Martin Corp

Industrials
35
+ 0.26%
$479.66 - $614.62 $16.8K - $21.5K
13.7K $6.67M
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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