Trinity Point Wealth, LLC Reduced Holdings in Q4 2024

Trinity Point Wealth, LLC

  • $689 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ITA
Ishares Tr

ETFs
-193
- 8.58%
$144.31 - $157.31 $27.9K - $30.4K
2.06K $298K
BDX
Becton Dickinson & CO

Healthcare
-7
- 0.28%
$220.02 - $243.75 $1.54K - $1.71K
2.46K $558K
RE
Everest Re Group LTD

Financial Services
-92
- 10.44%
N/A
789 $292K
VHT
Vanguard Health Care ETF

ETFs
-11
- 1.05%
$250.81 - $283.3 $2.76K - $3.12K
1.03K $262K
CMCSA
Comcast Corp

Communication Services
-176
- 3.06%
$37.39 - $45.14 $6.58K - $7.94K
5.57K $209K
TJX
Tjx Companies Inc

Consumer Cyclical
-794
- 3.81%
$112.15 - $127.2 $89K - $101K
20K $2.42M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-151
- 10.44%
$225.16 - $265.16 $34K - $40K
1.3K $321K
HDV
Ishares Core High Dividend ETF

ETFs
-22
- 0.54%
$110.82 - $121.28 $2.44K - $2.67K
4.07K $456K
PWR
Quanta Services, Inc.

Industrials
-468
- 6.78%
$296.05 - $346.6 $139K - $162K
6.43K $2.03M
AOR
Ishares Tr Core Growth Allocat

ETFs
-9
- 0.08%
$57.32 - $59.66 $516 - $537
11K $629K
SHLS
Shoals Technologies Group, Inc.

Technology
-316
- 2.93%
$4.15 - $6.14 $1.31K - $1.94K
10.5K $57K
BCDF
Listed Fds Tr Horizon Kinetics
-74
- 0.54%
N/A
13.5K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
-144
- 0.63%
N/A
22.9K $0
TRV
Travelers Companies, Inc.

Financial Services
-17
- 1.27%
$225.97 - $266.66 $3.84K - $4.53K
1.32K $317K
ZION
Zions Bancorporation, National Association

Financial Services
-354
- 8.13%
$45.62 - $61.73 $16.1K - $21.9K
4K $216K
MS
Morgan Stanley

Financial Services
-260
- 12.85%
$104.42 - $134.99 $27.1K - $35.1K
1.76K $221K
GLOB
Globant S.A.

Technology
-16
- 1.53%
$193.45 - $236.83 $3.1K - $3.79K
1.03K $221K
EME
Emcor Group, Inc.

Industrials
-4
- 0.58%
$427.96 - $526.95 $1.71K - $2.11K
690 $313K
RCMT
Rcm Technologies, Inc.

Industrials
-200
- 1.83%
$20.0 - $25.9 $4K - $5.18K
10.7K $237K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-193
- 4.29%
$77.25 - $91.3 $14.9K - $17.6K
4.31K $367K
XSW
Spdr S&P Software & Services E

ETFs
-93
- 6.34%
$156.76 - $204.72 $14.6K - $19K
1.37K $259K
IVV
Ishares Core S&P 500 ETF

ETFs
-3
- 0.13%
$570.51 - $610.59 $1.71K - $1.83K
2.38K $1.4M
EQIX
Equinix Inc

Real Estate
-13
- 1.74%
$865.69 - $985.0 $11.3K - $12.8K
735 $693K
NDAQ
Nasdaq, Inc.

Financial Services
-23
- 0.25%
$70.87 - $83.05 $1.63K - $1.91K
9.19K $710K
GDDY
Go Daddy Inc.

Technology
-63
- 3.84%
$153.16 - $209.03 $9.65K - $13.2K
1.58K $311K
BSX
Boston Scientific Corp

Healthcare
-67
- 0.56%
$83.62 - $91.5 $5.6K - $6.13K
11.9K $1.06M
GTLB
Gitlab Inc.

Technology
-171
- 1.05%
$48.76 - $67.19 $8.34K - $11.5K
16.1K $907K
FDX
Fedex Corp

Industrials
-41
- 0.35%
$260.5 - $305.15 $10.7K - $12.5K
11.7K $3.29M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-35
- 0.79%
$481.22 - $538.17 $16.8K - $18.8K
4.42K $2.26M
GILD
Gilead Sciences, Inc.

Healthcare
-2.89K
- 6.62%
$83.95 - $97.9 $242K - $283K
40.7K $3.76M
DIS
Walt Disney CO

Communication Services
-43
- 0.57%
$92.39 - $117.6 $3.97K - $5.06K
7.56K $842K
AMP
Ameriprise Financial Inc

Financial Services
-8
- 0.4%
$473.15 - $574.01 $3.79K - $4.59K
2.02K $1.07M
CAH
Cardinal Health Inc

Healthcare
-22
- 0.13%
$107.89 - $125.33 $2.37K - $2.76K
16.5K $1.95M
IAI
Ishares Tr Us Broker Dealers &

ETFs
-604
- 3.96%
$127.59 - $153.41 $77.1K - $92.7K
14.7K $2.11M
WMT
Walmart Inc.

Consumer Defensive
-5.69K
- 7.86%
$79.1 - $95.7 $450K - $544K
66.7K $6.03M
GOOGL
Alphabet Inc.

Communication Services
-6.1K
- 10.63%
$161.86 - $196.66 $987K - $1.2M
51.3K $9.7M
PLTR
Palantir Technologies Inc.

Technology
-1.97K
- 20.05%
$36.46 - $82.38 $71.9K - $162K
7.86K $594K
MA
Mastercard Inc

Financial Services
-43
- 0.53%
$491.3 - $536.15 $21.1K - $23.1K
8.1K $4.27M
XLY
Select Sector Spdr Consumer Di

ETFs
-771
- 3.92%
$194.8 - $239.43 $150K - $185K
18.9K $4.24M
AVGO
Broadcom Inc.

Technology
-1.46K
- 8.91%
$159.67 - $250.0 $232K - $364K
14.9K $3.45M
CCL
Carnival Corp

Consumer Cyclical
-1.63K
- 1.01%
$17.34 - $26.8 $28.2K - $43.6K
160K $3.98M
NVDA
Nvidia Corp

Technology
-2.37K
- 1.74%
$117.0 - $148.88 $278K - $353K
134K $18M
AAPL
Apple Inc.

Technology
-3.56K
- 2.3%
$221.69 - $259.02 $789K - $922K
151K $37.8M
MRVL
Marvell Technology, Inc.

Technology
-56
- 0.09%
$70.31 - $124.78 $3.94K - $6.99K
61.7K $6.81M
GOOG
Alphabet Inc.

Communication Services
-375
- 0.25%
$163.08 - $198.16 $61.2K - $74.3K
151K $28.8M
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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