HoldingsChannel.com
TrinityPoint Wealth LLC Top Holdings
As of  09/30/2022, below is a summary of the TrinityPoint Wealth LLC top holdings by largest position size, as per the latest 13f filing made by TrinityPoint Wealth LLC. In the TrinityPoint Wealth LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by TrinityPoint Wealth LLC in that top holding, then the share count change between reporting periods, and finally the TrinityPoint Wealth LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
APPLE INC 186,060 -8 $25,713
     AAPL186,060-8$25,713
ALPHABET INC 189,463 +179,988 $18,217
     GOOG189,463+179,988$18,217
MICROSOFT CORP 58,459 +1,181 $13,615
     MSFT58,459+1,181$13,615
LISTED FD TR 464,678 +632 $12,932
     INFL464,678+632$12,932
AMAZON COM INC 104,005 -1,168 $11,753
     AMZN104,005-1,168$11,753
SCHWAB STRATEGIC TR 256,252 -5,350 $10,760
     SCHB256,252-5,350$10,760
SCHWAB STRATEGIC TR 153,828 +6,552 $10,219
     SCHD153,828+6,552$10,219
CVS HEALTH CORP 85,641 +1,106 $8,168
     CVS85,641+1,106$8,168
ABBVIE INC 58,561 +161 $7,859
     ABBV58,561+161$7,859
QUALCOMM INC 67,115 -2,857 $7,583
     QCOM67,115-2,857$7,583
SELECT SECTOR SPDR TR (XLV) 59,421 +6,557 $7,196
     XLV59,421+6,557$7,196
HONEYWELL INTL INC 41,225 +134 $6,883
     HON41,225+134$6,883
SELECT SECTOR SPDR TR (XLK) 55,443 -5,301 $6,585
     XLK55,443-5,301$6,585
MERCK & CO INC 72,598 +16,716 $6,252
     MRK72,598+16,716$6,252
VANGUARD INTL EQUITY INDEX F (VEU) 136,453 -7,537 $6,053
     VEU136,453-7,537$6,053
ABIOMED INC 23,721 +28 $5,827
     ABMD23,721+28$5,827
INVESCO ACTVELY MNGD ETC FD 353,385 -2,106 $5,718
     PDBC353,385-2,106$5,718
JOHNSON & JOHNSON 34,788 +1,007 $5,683
     JNJ34,788+1,007$5,683
ALPHABET INC 58,602 +55,837 $5,605
     GOOGL58,602+55,837$5,605
VANGUARD INTL EQUITY INDEX F (VPL) 92,003 +27,652 $5,285
     VPL92,003+27,652$5,285
UNITED PARCEL SERVICE INC 31,397 -472 $5,072
     UPS31,397-472$5,072
ETF SER SOLUTIONS (NETL) 190,690 -3,505 $4,430
     NETL190,690-3,505$4,430
SPDR SER TR (XBI) 53,010 +1,472 $4,205
     XBI53,010+1,472$4,205
ISHARES TR (DGRO) 85,379 +1,600 $3,797
     DGRO85,379+1,600$3,797
ISHARES TR (IEI) 32,672 +32,672 $3,734
     IEI32,672+32,672$3,734
SCHWAB STRATEGIC TR 71,590 -13 $3,708
     SCHP71,590-13$3,708
TRITON INTL LTD 67,222 +4,173 $3,679
     TRTN67,222+4,173$3,679
ISHARES GOLD TR (IAU) 108,933 -8,421 $3,435
     IAU108,933-8,421$3,435
META PLATFORMS INC 24,546 +20,392 $3,330
     FB24,546+20,392$3,330
VANGUARD SCOTTSDALE FDS (VCIT) 40,552 -12,961 $3,069
     VCIT40,552-12,961$3,069
UNITEDHEALTH GROUP INC 6,061 -126 $3,061
     UNH6,061-126$3,061
PAYPAL HLDGS INC 34,827 -107 $2,998
     PYPL34,827-107$2,998
ISHARES TR (SHY) 36,510 -2,069 $2,965
     SHY36,510-2,069$2,965
SELECT SECTOR SPDR TR (XLC) 59,839 -26,640 $2,866
     XLC59,839-26,640$2,866
PFIZER INC 64,265 +25 $2,812
     PFE64,265+25$2,812
MEDTRONIC PLC 34,652 +15,181 $2,798
     MDT34,652+15,181$2,798
CAPITAL ONE FINL CORP 30,314 +101 $2,794
     COF30,314+101$2,794
JACOBS SOLUTIONS INC 25,035 -187 $2,716
     J25,035-187$2,716
EXXON MOBIL CORP 30,608 -6,778 $2,672
     XOM30,608-6,778$2,672
NVIDIA CORPORATION 21,738 +1,217 $2,639
     NVDA21,738+1,217$2,639
SPDR SER TR (KRE) 43,129 -544 $2,539
     KRE43,129-544$2,539
JPMORGAN CHASE & CO 24,224 -12,104 $2,531
     JPM24,224-12,104$2,531
MASTERCARD INCORPORATED 8,741 +448 $2,485
     MA8,741+448$2,485
SELECT SECTOR SPDR TR (XLP) 36,168 +36,168 $2,413
     XLP36,168+36,168$2,413
VISA INC 13,523 +8,645 $2,402
     V13,523+8,645$2,402
BLACKSTONE INC 28,225 +77 $2,362
     BX28,225+77$2,362
NUVEEN AMT FREE QLTY MUN INC 221,303 -11,909 $2,346
     NEA221,303-11,909$2,346
SELECT SECTOR SPDR TR (XLY) 16,276 -3,371 $2,319
     XLY16,276-3,371$2,319
LAM RESEARCH CORP 6,289 +6,289 $2,302
     LRCX6,289+6,289$2,302
HOME DEPOT INC 8,052 -4,914 $2,222
     HD8,052-4,914$2,222

See Full List: All Stocks Held By TrinityPoint Wealth LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By TrinityPoint Wealth LLC

Size ($ in 1000's)
At 09/30/2022: $437,447
At 06/30/2022: $452,519

Combined Holding Report Includes:
TrinityPoint Wealth LLC
GeoWealth

TrinityPoint Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from TrinityPoint Wealth LLC 13F filings. Link to 13F filings: SEC filings

TrinityPoint Wealth LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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