Trinity Point Wealth, LLC New Holdings in Q3 2024

Trinity Point Wealth, LLC

  • $680 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CAH
Cardinal Health Inc

Healthcare
16.5K
New
$93.74 - $114.66 $1.55M - $1.89M
16.5K $1.83M
XLRE
Select Sector Spdr Tr Real Est

ETFs
20.2K
New
$38.04 - $45.36 $767K - $914K
20.2K $900K
ET
Energy Transfer LP

Energy
24.4K
New
$15.43 - $16.44 $377K - $401K
24.4K $391K
RE
Everest Re Group LTD

Financial Services
881
New
N/A
881 $326K
EME
Emcor Group, Inc.

Industrials
694
New
$340.22 - $435.6 $236K - $302K
694 $298K
CCI
Crown Castle International Corp

Real Estate
2.15K
New
$95.29 - $120.24 $205K - $258K
2.15K $254K
CMCSA
Comcast Corp

Communication Services
5.75K
New
$37.33 - $41.78 $214K - $240K
5.75K $240K
MET
Metlife Inc

Financial Services
2.87K
New
$67.96 - $82.48 $195K - $237K
2.87K $236K
CB
Chubb LTD

Financial Services
788
New
$252.51 - $292.2 $199K - $230K
788 $227K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.04K
New
$95.1 - $106.76 $194K - $218K
2.04K $218K
HALO
Halozyme Therapeutics, Inc.

Healthcare
3.74K
New
$51.3 - $64.42 $192K - $241K
3.74K $213K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.36K
New
$33.89 - $41.64 $182K - $223K
5.36K $213K
PH
Parker Hannifin Corp

Industrials
337
New
$501.01 - $635.92 $169K - $214K
337 $212K
MS
Morgan Stanley

Financial Services
2.02K
New
$92.07 - $106.96 $186K - $216K
2.02K $210K
EXI
Ishares Global Industrials ETF

ETFs
1.42K
New
$131.6 - $149.88 $186K - $212K
1.42K $210K
GLOB
Globant S.A.

Technology
1.05K
New
$176.29 - $207.07 $185K - $217K
1.05K $207K
ZION
Zions Bancorporation, National Association

Financial Services
4.35K
New
$42.49 - $52.53 $185K - $229K
4.35K $205K
T
At&T Inc.

Communication Services
9.35K
New
$18.21 - $22.28 $170K - $208K
9.35K $205K
MGC
Vanguard Mega Cap ETF

ETFs
988
New
$185.93 - $206.64 $184K - $204K
988 $204K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
728
New
$233.81 - $287.01 $170K - $209K
728 $200K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
10K
New
$19.08 - $19.89 $192K - $200K
10K $199K
EXTR
Extreme Networks Inc

Technology
11.9K
New
$12.62 - $15.79 $150K - $188K
11.9K $179K
ABC
Amerisourcebergen Corp

Healthcare
936
New
N/A
936 $173K
SSRM
Ssr Mining Inc.

Basic Materials
13.7K
New
$4.35 - $6.15 $59.6K - $84.3K
13.7K $77K
SHLS
Shoals Technologies Group, Inc.

Technology
10.8K
New
$5.1 - $7.06 $55K - $76.1K
10.8K $60K
Pimco ETF Tr
99.2K
New
N/A
99.2K $0
Amentum Holdings Inc
24.5K
New
N/A
24.5K $0
Goldman Sachs ETF Tr
24.8K
New
N/A
24.8K $0
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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