HoldingsChannel.com
TrinityPoint Wealth LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
AMAZON COM INC 6,072 +613 $12,149
     AMZN6,072+613$12,149
APPLE INC 56,055 -546 $11,697
     AAPL56,055-546$11,697
PAYPAL HLDGS INC 80,524 -1,367 $9,768
     PYPL80,524-1,367$9,768
ALPHABET INC 8,256 -130 $9,393
     GOOG8,256-130$9,393
MICROSOFT CORP 63,236 -1,215 $8,899
     MSFT63,236-1,215$8,899
ABIOMED INC 24,175 UNCH $6,671
     ABMD24,175UNCH$6,671
JOHNSON & JOHNSON 34,716 +8,680 $4,505
     JNJ34,716+8,680$4,505
BANK AMER CORP 139,232 -43 $4,270
     BAC139,232-43$4,270
VANGUARD INTL EQUITY INDEX F (VEU) 76,457 +2,681 $3,920
     VEU76,457+2,681$3,920
SELECT SECTOR SPDR TR (XLK) 44,715 +6,560 $3,700
     XLK44,715+6,560$3,700
NUVEEN AMT FREE QLTY MUN INC 240,330 +307 $3,384
     NEA240,330+307$3,384
AT&T INC 99,994 -1,699 $3,324
     T99,994-1,699$3,324
CAPITAL ONE FINL CORP 30,722 -213 $2,978
     COF30,722-213$2,978
CVS HEALTH CORP 51,247 +51,247 $2,869
     CVS51,247+51,247$2,869
ALPHABET INC 2,507 +151 $2,857
     GOOGL2,507+151$2,857
CISCO SYS INC 48,717 -2,325 $2,788
     CSCO48,717-2,325$2,788
VANGUARD INDEX FDS (VO) 15,820 -78 $2,713
     VO15,820-78$2,713
MASTERCARD INC 9,241 -411 $2,590
     MA9,241-411$2,590
SELECT SECTOR SPDR TR (XLP) 40,234 +1,196 $2,399
     XLP40,234+1,196$2,399
FACEBOOK INC 11,669 -67 $2,388
     FB11,669-67$2,388
CITIZENS FINL GROUP INC 62,865 -2,527 $2,365
     CFG62,865-2,527$2,365
SELECT SECTOR SPDR TR (XLV) 25,186 +595 $2,322
     XLV25,186+595$2,322
VISA INC 12,379 -55 $2,269
     V12,379-55$2,269
MONDELEZ INTL INC 41,227 +18,510 $2,244
     MDLZ41,227+18,510$2,244
MEDTRONIC PLC 20,909 -925 $2,140
     MDT20,909-925$2,140
JPMORGAN CHASE & CO 17,087 -10,790 $1,996
     JPM17,087-10,790$1,996
DISNEY WALT CO 13,842 -1,764 $1,956
     DIS13,842-1,764$1,956
ROYAL CARIBBEAN CRUISES LTD 16,736 +236 $1,930
     RCL16,736+236$1,930
UNITED TECHNOLOGIES CORP 13,740 -45 $1,845
     UTX13,740-45$1,845
COCA COLA CO 33,502 +25,311 $1,802
     KO33,502+25,311$1,802
ISHARES TR (LQD) 13,815 -98 $1,721
     LQD13,815-98$1,721
SELECT SECTOR SPDR TR (XLC) 33,874 +6,903 $1,708
     XLC33,874+6,903$1,708
SPDR SERIES TRUST (SPSB) 54,106 +1,030 $1,664
     SPSB54,106+1,030$1,664
COMCAST CORP NEW 34,883 +26,881 $1,565
     CMCSA34,883+26,881$1,565
PROCTER AND GAMBLE CO 13,377 -515 $1,506
     PG13,377-515$1,506
DUKE ENERGY CORP NEW 16,769 +774 $1,462
     DUK16,769+774$1,462
NEXTERA ENERGY INC 6,961 +1 $1,462
     NEE6,961+1$1,462
ANTHEM INC 4,933 -16 $1,425
     ANTM4,933-16$1,425
GILEAD SCIENCES INC 21,147 -42 $1,409
     GILD21,147-42$1,409
WALMART INC 12,162 -683 $1,362
     WMT12,162-683$1,362
INVESCO EXCH TRD SLF IDX FD 63,635 -2,101 $1,353
     BSCK63,635-2,101$1,353
SELECT SECTOR SPDR TR (XLY) 10,817 +218 $1,338
     XLY10,817+218$1,338
UNITEDHEALTH GROUP INC 5,220 +247 $1,311
     UNH5,220+247$1,311
EXXON MOBIL CORP 17,221 -86 $1,298
     XOM17,221-86$1,298
BLACKROCK MUNIYIELD QLTY FD 93,775 +123 $1,244
     MYI93,775+123$1,244
HOME DEPOT INC 5,773 -60 $1,240
     HD5,773-60$1,240
QUALCOMM INC 15,736 -1,136 $1,194
     QCOM15,736-1,136$1,194
SPDR SERIES TRUST (XBI) 13,544 -5,900 $1,166
     XBI13,544-5,900$1,166
PFIZER INC 26,326 -818 $1,129
     PFE26,326-818$1,129
PHILIP MORRIS INTL INC 13,237 +64 $1,125
     PM13,237+64$1,125

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 06/30/2019: $208,608
At 03/31/2019: $203,467

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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