Trinity Point Wealth, LLC Portfolio Holdings
Trinity Point Wealth, LLC
- $680 Million
- Q3 2024
Trinity Point Wealth, LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $680 Million distributed in 330 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $36M, Schwab Strategic Tr Us Dividen with a value of $25.5M, Alphabet Inc. with a value of $25.4M, Microsoft Corp with a value of $24.9M, and Amazon Com Inc with a value of $18.8M.
Examining the 13F form we can see an increase of $51.1M in the current position value, from $629M to 680M.
Below you can find more details about Trinity Point Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$680 Million
ETFs: $242 Million
Technology: $121 Million
Healthcare: $74.2 Million
Industrials: $56.4 Million
Financial Services: $49.6 Million
Communication Services: $48.8 Million
Consumer Cyclical: $40.4 Million
Consumer Defensive: $16.1 Million
Other: $31.7 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 330
- Current Value $680 Million
- Prior Value $629 Million
- Filing
- Period Q3 2024
- Filing Date November 07, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 29 stocks
- Additional Purchases 160 stocks
- Sold out of 0 stocks
- Reduced holdings in 121 stocks