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
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
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
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
NEE
Nextera Energy Inc

Utilities
999
+ 4.1%
$69.77 - $85.43 $69.7K - $85.3K
25.3K $1.82M
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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