Trinity Point Wealth, LLC Incresed Positions in Q3 2024

Trinity Point Wealth, LLC

  • $680 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SO
Southern CO

Utilities
32
+ 0.2%
$77.0 - $90.52 $2.46K - $2.9K
15.7K $1.41M
ENB
Enbridge Inc

Energy
3.11K
+ 28.04%
$35.27 - $41.18 $110K - $128K
14.2K $576K
VZ
Verizon Communications Inc

Communication Services
997
+ 3.19%
$38.89 - $45.0 $38.8K - $44.9K
32.2K $1.45M
SNA
Snap On Inc

Industrials
145
+ 3.64%
$255.35 - $289.77 $37K - $42K
4.13K $1.2M
INCY
Incyte Corp

Healthcare
679
+ 3.4%
$57.33 - $68.61 $38.9K - $46.6K
20.6K $1.36M
XLI
Industrial Sector Spdr

ETFs
108
+ 1.06%
$120.56 - $135.44 $13K - $14.6K
10.3K $1.4M
IVV
Ishares Core S&P 500 ETF

ETFs
148
+ 6.62%
$520.18 - $576.82 $77K - $85.4K
2.39K $1.38M
UNP
Union Pacific Corp

Industrials
213
+ 4.32%
$221.78 - $256.09 $47.2K - $54.5K
5.15K $1.27M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
983
+ 4.68%
$55.51 - $61.51 $54.6K - $60.5K
22K $1.34M
PEG
Public Service Enterprise Group Inc

Utilities
45
+ 0.5%
$73.58 - $89.21 $3.31K - $4.01K
9.08K $810K
WCC
Wesco International Inc

Industrials
293
+ 3.41%
$149.47 - $183.24 $43.8K - $53.7K
8.88K $1.49M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
185
+ 17.96%
$475.2 - $527.7 $87.9K - $97.6K
1.22K $641K
AJG
Arthur J. Gallagher & Co.

Financial Services
115
+ 2.71%
$259.22 - $299.75 $29.8K - $34.5K
4.36K $1.23M
XOM
Exxon Mobil Corp

Energy
285
+ 0.66%
$109.72 - $119.0 $31.3K - $33.9K
43.5K $5.1M
KKR
Kkr & Co. Inc.

Financial Services
15
+ 0.31%
$104.51 - $133.23 $1.57K - $2K
4.8K $626K
ERIE
Erie Indemnity CO

Financial Services
2
+ 0.29%
$356.56 - $544.84 $713 - $1.09K
685 $369K
EWJ
Ishares Msci Japan ETF

ETFs
349
+ 1.19%
$63.12 - $72.99 $22K - $25.5K
29.8K $2.13M
FAST
Fastenal CO

Industrials
274
+ 2.31%
$62.09 - $71.83 $17K - $19.7K
12.1K $864K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1
+ 0.01%
$90.87 - $102.43 $90.9 - $102
19.5K $1.92M
ITW
Illinois Tool Works Inc

Industrials
43
+ 1.03%
$233.14 - $263.97 $10K - $11.4K
4.21K $1.1M
PYPL
Pay Pal Holdings, Inc.

Financial Services
415
+ 10.15%
$57.22 - $80.08 $23.7K - $33.2K
4.5K $351K
USB
Us Bancorp \De\

Financial Services
1.35K
+ 15.39%
$39.04 - $47.23 $52.7K - $63.8K
10.1K $462K
PEP
Pepsico Inc

Consumer Defensive
204
+ 1.33%
$161.9 - $179.3 $33K - $36.6K
15.5K $2.64M
VCIT
Vanguard Intermediate Term Cor

ETFs
254
+ 1.1%
$79.29 - $84.02 $20.1K - $21.3K
23.4K $1.96M
EQIX
Equinix Inc

Real Estate
11
+ 1.49%
$749.0 - $890.01 $8.24K - $9.79K
748 $663K
AMGN
Amgen Inc

Healthcare
63
+ 0.76%
$309.38 - $337.38 $19.5K - $21.3K
8.37K $2.7M
VXF
Vanguard Extended Market ETF

ETFs
362
+ 13.49%
$163.98 - $182.92 $59.4K - $66.2K
3.05K $554K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.06K
+ 10.75%
$48.51 - $52.86 $51.3K - $55.9K
10.9K $576K
QQQ
Invesco Qqq Trust, Series 1

ETFs
120
+ 2.77%
$434.77 - $502.96 $52.2K - $60.4K
4.45K $2.17M
IRM
Iron Mountain Inc

Real Estate
32
+ 1.0%
$89.69 - $119.32 $2.87K - $3.82K
3.24K $384K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
217
+ 2.39%
$77.23 - $87.97 $16.8K - $19.1K
9.29K $806K
CAT
Caterpillar Inc

Industrials
23
+ 1.56%
$316.8 - $391.12 $7.29K - $9K
1.5K $584K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.47K
+ 36.45%
$19.2 - $19.63 $85.7K - $87.7K
16.7K $327K
PG
Procter & Gamble CO

Consumer Defensive
218
+ 3.38%
$160.76 - $177.82 $35K - $38.8K
6.67K $1.15M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
67
+ 4.46%
$523.84 - $572.02 $35.1K - $38.3K
1.57K $893K
DFS
Discover Financial Services

Financial Services
432
+ 14.36%
$123.41 - $144.72 $53.3K - $62.5K
3.44K $482K
BMY
Bristol Myers Squibb CO

Healthcare
522
+ 8.66%
$39.66 - $51.75 $20.7K - $27K
6.55K $338K
PLD
Prologis, Inc.

Real Estate
339
+ 10.39%
$111.95 - $132.43 $38K - $44.9K
3.6K $454K
KO
Coca Cola CO

Consumer Defensive
66
+ 0.66%
$62.69 - $73.01 $4.14K - $4.82K
10.1K $724K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
482
+ 2.16%
$76.94 - $79.54 $37.1K - $38.3K
22.8K $1.81M
RSP
Invesco S&P 500 Equal Weight E

ETFs
15
+ 0.27%
$162.83 - $179.16 $2.44K - $2.69K
5.61K $1.01M
CTAS
Cintas Corp

Industrials
3.55K
+ 271.77%
$201.38 - $819.83 $715K - $2.91M
4.86K $1M
SBUX
Starbucks Corp

Consumer Cyclical
258
+ 8.39%
$72.51 - $98.6 $18.7K - $25.4K
3.33K $324K
LHX
L3 Harris Technologies, Inc.

Industrials
181
+ 6.15%
$221.96 - $243.27 $40.2K - $44K
3.13K $743K
IEFA
Ishares Tr

ETFs
711
+ 14.52%
$70.09 - $78.74 $49.8K - $56K
5.61K $437K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
147
+ 0.17%
$11.13 - $12.0 $1.64K - $1.76K
88.7K $1.06M
IWF
Ishares Russell 1000 Gr ETF

ETFs
151
+ 11.63%
$332.02 - $382.76 $50.1K - $57.8K
1.45K $543K
SYK
Stryker Corp

Healthcare
25
+ 0.91%
$315.94 - $371.96 $7.9K - $9.3K
2.77K $1M
IWD
Ishares Russell 1000 Val ETF

ETFs
237
+ 18.68%
$173.36 - $189.8 $41.1K - $45K
1.51K $285K
Activity Summary
Buys All Purchases 189 New Holdings 29 Increased Positions 160 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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