Trinity Point Wealth, LLC Sells in Q3 2024

Trinity Point Wealth, LLC

  • $680 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
-34.1K
- 46.78%
$111.15 - $128.97 $3.79M - $4.4M
38.8K $4.41M
PLTR
Palantir Technologies Inc.

Technology
-109K
- 91.73%
$24.09 - $37.95 $2.63M - $4.14M
9.83K $365K
GOOG
Alphabet Inc.

Communication Services
-449
- 0.3%
$149.54 - $192.66 $67.1K - $86.5K
152K $25.4M
V
Visa Inc.

Financial Services
-7.03K
- 55.52%
$253.74 - $291.56 $1.78M - $2.05M
5.63K $1.55M
XLC
Select Sector Spdr Tr Communic

ETFs
-18.4K
- 31.34%
$82.16 - $90.4 $1.51M - $1.66M
40.3K $3.64M
MSFT
Microsoft Corp

Technology
-767
- 1.31%
$395.15 - $467.56 $303K - $359K
57.9K $24.9M
SMCI
Super Micro Computer, Inc.

Technology
-653
- 35.68%
$386.46 - $909.96 $252K - $594K
1.18K $490K
NVO
Novo Nordisk A S

Healthcare
-1.78K
- 9.81%
$119.07 - $145.42 $212K - $259K
16.4K $1.95M
XLK
Technology Sector Spdr

ETFs
-2.04K
- 5.05%
$197.34 - $237.68 $402K - $484K
38.3K $8.65M
AMAT
Applied Materials Inc

Technology
-611
- 7.4%
$174.88 - $254.97 $107K - $156K
7.65K $1.55M
HON
Honeywell International Inc

Industrials
-484
- 1.22%
$196.73 - $220.21 $95.2K - $107K
39.2K $8.11M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-3.94K
- 34.58%
$100.75 - $111.62 $397K - $439K
7.45K $814K
FDX
Fedex Corp

Industrials
-17
- 0.14%
$254.64 - $313.52 $4.33K - $5.33K
11.7K $3.21M
UPS
United Parcel Service Inc

Industrials
-2.12K
- 28.56%
$123.32 - $147.38 $262K - $313K
5.31K $723K
HAL
Halliburton CO

Energy
-171
- 0.32%
$27.81 - $36.44 $4.76K - $6.23K
52.4K $1.52M
CRWD
Crowd Strike Holdings, Inc.

Technology
-452
- 38.57%
$217.89 - $392.15 $98.5K - $177K
720 $201K
COST
Costco Wholesale Corp

Consumer Defensive
-360
- 14.06%
$801.83 - $917.05 $289K - $330K
2.2K $1.95M
ASML
Asml Holding Nv

Technology
-37
- 5.61%
$749.82 - $1098.95 $27.7K - $40.7K
622 $518K
LLY
Eli Lilly & CO

Healthcare
-120
- 6.59%
$772.14 - $960.02 $92.7K - $115K
1.7K $1.51M
ELV
Elevance Health, Inc.

Healthcare
-7
- 0.11%
$500.12 - $562.29 $3.5K - $3.94K
6.23K $3.24M
COP
Conocophillips

Energy
-76
- 0.58%
$102.3 - $116.61 $7.77K - $8.86K
13.1K $1.38M
INTU
Intuit Inc

Technology
-125
- 9.12%
$602.97 - $670.49 $75.4K - $83.8K
1.25K $773K
ITA
Ishares Tr

ETFs
-1.1K
- 32.77%
$131.58 - $149.64 $144K - $164K
2.25K $336K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.86K
- 6.4%
$105.92 - $110.83 $197K - $207K
27.3K $3.01M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-3.1K
- 7.18%
$51.58 - $53.79 $160K - $167K
40.1K $2.15M
APO
Apollo Global Management, Inc.

Financial Services
-939
- 31.73%
$99.16 - $125.81 $93.1K - $118K
2.02K $252K
MO
Altria Group, Inc.

Consumer Defensive
-2.05K
- 27.85%
$45.95 - $54.71 $94K - $112K
5.3K $270K
IXJ
Ishares Global Healthcare ETF

ETFs
-652
- 19.97%
$91.63 - $101.25 $59.7K - $66K
2.61K $256K
VGT
Vanguard Information Technolog

ETFs
-92
- 7.31%
$514.43 - $606.85 $47.3K - $55.8K
1.17K $683K
TER
Teradyne, Inc

Technology
-95
- 5.58%
$114.25 - $163.0 $10.9K - $15.5K
1.61K $215K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
-371
- 3.67%
$90.85 - $93.3 $33.7K - $34.6K
9.73K $905K
APH
Amphenol Corp

Technology
-67
- 0.62%
$58.39 - $70.41 $3.91K - $4.72K
10.7K $698K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-402
- 11.39%
$96.25 - $101.98 $38.7K - $41K
3.13K $316K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-1.26K
- 9.72%
$12.67 - $14.36 $16K - $18.1K
11.7K $157K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-58
- 3.86%
$201.42 - $273.98 $11.7K - $15.9K
1.45K $347K
CASY
Caseys General Stores Inc

Consumer Cyclical
-14
- 0.5%
$354.52 - $391.16 $4.96K - $5.48K
2.79K $1.05M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
-405
- 1.02%
$28.26 - $29.46 $11.4K - $11.9K
39.4K $1.13M
EOG
Eog Resources Inc

Energy
-16
- 0.29%
$117.9 - $132.65 $1.89K - $2.12K
5.59K $687K
ROK
Rockwell Automation, Inc

Industrials
-41
- 4.34%
$248.27 - $294.37 $10.2K - $12.1K
903 $242K
JBBB
Janus Detroit Str Tr Henderson

ETFs
-137
- 1.39%
$48.27 - $49.33 $6.61K - $6.76K
9.71K $475K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-8
- 3.01%
$1024.09 - $1201.76 $8.19K - $9.61K
258 $271K
TXN
Texas Instruments Inc

Technology
-30
- 0.45%
$194.6 - $194.6 $5.84K - $5.84K
6.59K $1.28M
IGHG
Proshares Investment Grade Int

ETFs
-156
- 1.63%
$74.38 - $77.39 $11.6K - $12.1K
9.4K $723K
IYW
Ishares Dj Us Tech ETF

ETFs
-50
- 0.89%
$133.16 - $158.73 $6.66K - $7.94K
5.54K $840K
SCMB
Schwab Strategic Tr Mun Bd ETF
-26
- 0.11%
N/A
23.3K $0
Jacobs Solutions Inc
-47
- 0.19%
N/A
24.6K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
-1.27K
- 5.24%
N/A
23K $0
Soluna Holdings Inc
-7.07K
- 24.31%
N/A
22K $0
Solventum Corp
-13.1K
- 37.95%
N/A
21.5K $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
Track This Portfolio

Track Trinity Point Wealth, LLC Portfolio

Follow Trinity Point Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trinity Point Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trinity Point Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email