HoldingsChannel.com
TrinityPoint Wealth LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
APPLE INC 61,801 +5,746 $15,914
     AAPL61,801+5,746$15,914
AMAZON COM INC 6,386 +314 $11,525
     AMZN6,386+314$11,525
SCHWAB STRATEGIC TR 146,784 +146,784 $10,797
     SCHB146,784+146,784$10,797
ALPHABET INC 8,189 -67 $10,575
     GOOG8,189-67$10,575
MICROSOFT CORP 72,221 +8,985 $10,440
     MSFT72,221+8,985$10,440
PAYPAL HLDGS INC 80,172 -352 $8,242
     PYPL80,172-352$8,242
ARK ETF TR (ARKK) 175,501 +175,501 $7,982
     ARKK175,501+175,501$7,982
BANK AMER CORP 173,247 +34,015 $5,613
     BAC173,247+34,015$5,613
ABIOMED INC 24,175 UNCH $5,329
     ABMD24,175UNCH$5,329
CVS HEALTH CORP 71,935 +20,688 $4,894
     CVS71,935+20,688$4,894
JOHNSON & JOHNSON 36,198 +1,482 $4,714
     JNJ36,198+1,482$4,714
VANGUARD INTL EQUITY INDEX F (VEU) 81,041 +4,584 $4,251
     VEU81,041+4,584$4,251
AT&T INC 103,056 +3,062 $4,008
     T103,056+3,062$4,008
SELECT SECTOR SPDR TR (XLK) 46,975 +2,260 $3,998
     XLK46,975+2,260$3,998
DISCOVER FINL SVCS 46,613 +46,613 $3,853
     DFS46,613+46,613$3,853
SCHWAB STRATEGIC TR 61,219 +61,219 $3,466
     SCHP61,219+61,219$3,466
JPMORGAN CHASE & CO 25,822 +8,735 $3,326
     JPM25,822+8,735$3,326
NUVEEN AMT FREE QLTY MUN INC 232,045 -8,285 $3,307
     NEA232,045-8,285$3,307
ALPHABET INC 2,549 +42 $3,287
     GOOGL2,549+42$3,287
CISCO SYS INC 67,651 +18,934 $3,212
     CSCO67,651+18,934$3,212
VISA INC 17,453 +5,074 $3,123
     V17,453+5,074$3,123
CAPITAL ONE FINL CORP 30,722 UNCH $2,955
     COF30,722UNCH$2,955
ROYAL CARIBBEAN CRUISES LTD 24,420 +7,684 $2,766
     RCL24,420+7,684$2,766
SELECT SECTOR SPDR TR (XLV) 29,082 +3,896 $2,751
     XLV29,082+3,896$2,751
VANGUARD INDEX FDS (VO) 15,995 +175 $2,749
     VO15,995+175$2,749
MASTERCARD INC 9,290 +49 $2,567
     MA9,290+49$2,567
SELECT SECTOR SPDR TR (XLP) 42,350 +2,116 $2,565
     XLP42,350+2,116$2,565
ISHARES TR (IYY) 16,099 +16,099 $2,458
     IYY16,099+16,099$2,458
HOME DEPOT INC 10,435 +4,662 $2,451
     HD10,435+4,662$2,451
PFIZER INC 61,709 +35,383 $2,347
     PFE61,709+35,383$2,347
CITIZENS FINL GROUP INC 62,769 -96 $2,332
     CFG62,769-96$2,332
MEDTRONIC PLC 20,948 +39 $2,245
     MDT20,948+39$2,245
WALMART INC 19,005 +6,843 $2,234
     WMT19,005+6,843$2,234
FACEBOOK INC 11,204 -465 $2,182
     FB11,204-465$2,182
EXXON MOBIL CORP 28,583 +11,362 $2,049
     XOM28,583+11,362$2,049
UNITED TECHNOLOGIES CORP 13,631 -109 $2,011
     UTX13,631-109$2,011
MONDELEZ INTL INC 38,122 -3,105 $1,972
     MDLZ38,122-3,105$1,972
SCHWAB STRATEGIC TR 35,047 +35,047 $1,937
     SCHR35,047+35,047$1,937
SELECT SECTOR SPDR TR (XLC) 37,086 +3,212 $1,900
     XLC37,086+3,212$1,900
DISNEY WALT CO 14,263 +421 $1,896
     DIS14,263+421$1,896
COCA COLA CO 34,858 +1,356 $1,852
     KO34,858+1,356$1,852
ISHARES TR (LQD) 14,168 +353 $1,798
     LQD14,168+353$1,798
PROCTER & GAMBLE CO 14,558 +1,181 $1,733
     PG14,558+1,181$1,733
SPDR SERIES TRUST (SPSB) 55,659 +1,553 $1,714
     SPSB55,659+1,553$1,714
INGERSOLL RAND PLC 12,730 +12,730 $1,670
     IR12,730+12,730$1,670
GLOBAL X FDS 206,041 +206,041 $1,659
     MLPA206,041+206,041$1,659
DUKE ENERGY CORP NEW 17,128 +359 $1,604
     DUK17,128+359$1,604
NEXTERA ENERGY INC 6,947 -14 $1,595
     NEE6,947-14$1,595
ABBOTT LABS 18,534 +10,596 $1,524
     ABT18,534+10,596$1,524
COMCAST CORP NEW 34,627 -256 $1,520
     CMCSA34,627-256$1,520

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 09/30/2019: $287,063
At 06/30/2019: $208,608

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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