Trinity Point Wealth, LLC Incresed Positions in Q4 2024

Trinity Point Wealth, LLC

  • $689 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
AGG
Ishares Core U.S. Aggregate Bo

ETFs
216
+ 6.91%
$96.64 - $101.23 $20.9K - $21.9K
3.34K $323K
PM
Philip Morris International Inc.

Consumer Defensive
188
+ 1.28%
$118.38 - $133.06 $22.3K - $25K
14.8K $1.78M
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
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
VBR
Vanguard Small Cap Value ETF

ETFs
40
+ 1.4%
$197.36 - $217.3 $7.89K - $8.69K
2.89K $572K
Goldman Sachs ETF Tr
9.71K
+ 39.09%
N/A
34.6K $0
Fidelity Covington Trust
14
+ 0.13%
N/A
10.8K $0
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
224
+ 2.23%
$19.42 - $19.79 $4.35K - $4.43K
10.3K $199K
Jacobs Solutions Inc
58
+ 0.24%
N/A
24.7K $0
Pimco ETF Tr
37.4K
+ 37.71%
N/A
137K $0
Kenvue Inc
17.1K
+ 28.22%
N/A
77.6K $0
Amentum Holdings Inc
34.2K
+ 139.71%
N/A
58.7K $0
Solventum Corp
567
+ 2.64%
N/A
22.1K $0
MODL
Victory Portfolios Ii Victorys
8.23K
+ 41.45%
N/A
28.1K $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
WEC
Wec Energy Group, Inc.

Utilities
180
+ 1.67%
$92.94 - $101.82 $16.7K - $18.3K
10.9K $1.03M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
1.29K
+ 2.11%
$63.23 - $66.65 $81.6K - $86K
62.4K $3.95M
UPS
United Parcel Service Inc

Industrials
376
+ 7.08%
$122.65 - $138.35 $46.1K - $52K
5.69K $717K
SCHR
Schwab Intermediate Term Us Tr

ETFs
4.95K
+ 103.15%
$24.19 - $50.58 $120K - $250K
9.75K $236K
EWJ
Ishares Msci Japan ETF

ETFs
1.83K
+ 6.16%
$66.18 - $71.84 $121K - $132K
31.6K $2.12M
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
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
54
+ 0.13%
$11.1 - $12.03 $599 - $650
40.6K $457K
CAT
Caterpillar Inc

Industrials
42
+ 2.81%
$360.37 - $416.88 $15.1K - $17.5K
1.54K $557K
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
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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