HoldingsChannel.com
TrinityPoint Wealth LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
APPLE INC 54,265 -4,279 $13,799
     AAPL54,265-4,279$13,799
AMAZON COM INC 6,892 +445 $13,437
     AMZN6,892+445$13,437
MICROSOFT CORP 63,474 -5,720 $10,010
     MSFT63,474-5,720$10,010
PAYPAL HLDGS INC 96,567 +15,561 $9,245
     PYPL96,567+15,561$9,245
ALPHABET INC 7,935 -277 $9,227
     GOOG7,935-277$9,227
SCHWAB STRATEGIC TR 146,791 +294 $8,871
     SCHB146,791+294$8,871
CVS HEALTH CORP 97,293 +25,755 $5,772
     CVS97,293+25,755$5,772
ARK ETF TR (ARKK) 127,249 -55,419 $5,599
     ARKK127,249-55,419$5,599
JOHNSON & JOHNSON 37,554 +554 $4,924
     JNJ37,554+554$4,924
SCHWAB STRATEGIC TR 63,394 +1,605 $3,646
     SCHP63,394+1,605$3,646
FIRST TR EXCHANGE TRADED FD (FDN) 29,413 +29,413 $3,639
     FDN29,413+29,413$3,639
ABIOMED INC 24,175 UNCH $3,509
     ABMD24,175UNCH$3,509
VANGUARD INTL EQUITY INDEX F (VEU) 83,302 -2,327 $3,417
     VEU83,302-2,327$3,417
JPMORGAN CHASE & CO 35,993 +11,628 $3,240
     JPM35,993+11,628$3,240
NUVEEN AMT FREE QLTY MUN INC 237,407 +5,243 $3,214
     NEA237,407+5,243$3,214
SELECT SECTOR SPDR TR (XLV) 36,066 +5,549 $3,195
     XLV36,066+5,549$3,195
SCHWAB STRATEGIC TR 70,705 +70,705 $3,180
     SCHD70,705+70,705$3,180
BK OF AMERICA CORP 147,049 -22,298 $3,122
     BAC147,049-22,298$3,122
ALPHABET INC 2,661 +188 $3,092
     GOOGL2,661+188$3,092
PFIZER INC 92,863 +33,095 $3,031
     PFE92,863+33,095$3,031
SELECT SECTOR SPDR TR (XLK) 36,401 -13,063 $2,926
     XLK36,401-13,063$2,926
VISA INC 15,614 -1,037 $2,516
     V15,614-1,037$2,516
VERIZON COMMUNICATIONS INC 45,442 +29,430 $2,442
     VZ45,442+29,430$2,442
SCHWAB STRATEGIC TR 41,498 +5,586 $2,439
     SCHR41,498+5,586$2,439
MASTERCARD INC 9,455 +91 $2,284
     MA9,455+91$2,284
FACEBOOK INC 13,181 +2,452 $2,199
     FB13,181+2,452$2,199
VANGUARD INDEX FDS (VO) 15,965 -113 $2,102
     VO15,965-113$2,102
AT&T INC 71,486 -28,188 $2,084
     T71,486-28,188$2,084
SELECT SECTOR SPDR TR (XLC) 46,521 +7,349 $2,058
     XLC46,521+7,349$2,058
ISHARES TR (IYY) 15,875 -131 $2,003
     IYY15,875-131$2,003
SCHWAB STRATEGIC TR 37,868 +16,515 $1,959
     SCHO37,868+16,515$1,959
UNITEDHEALTH GROUP INC 7,770 +2,311 $1,938
     UNH7,770+2,311$1,938
UNITED PARCEL SERVICE INC 20,202 +20,202 $1,887
     UPS20,202+20,202$1,887
MEDTRONIC PLC 20,845 +359 $1,880
     MDT20,845+359$1,880
DISCOVER FINL SVCS 52,043 +4,481 $1,856
     DFS52,043+4,481$1,856
HOME DEPOT INC 9,338 +115 $1,743
     HD9,338+115$1,743
SPDR SER TR (SPSB) 57,194 -839 $1,730
     SPSB57,194-839$1,730
VANGUARD SCOTTSDALE FDS (VCIT) 19,832 +10,191 $1,727
     VCIT19,832+10,191$1,727
PEPSICO INC 13,736 +8,214 $1,650
     PEP13,736+8,214$1,650
ISHARES TR (SHY) 18,746 +18,746 $1,625
     SHY18,746+18,746$1,625
CAPITAL ONE FINL CORP 30,715 UNCH $1,549
     COF30,715UNCH$1,549
PROCTER & GAMBLE CO 14,041 -36 $1,545
     PG14,041-36$1,545
SELECT SECTOR SPDR TR (XLP) 27,468 -17,378 $1,496
     XLP27,468-17,378$1,496
SELECT SECTOR SPDR TR (XLY) 15,241 +3,264 $1,495
     XLY15,241+3,264$1,495
HONEYWELL INTL INC 10,205 +8,376 $1,365
     HON10,205+8,376$1,365
CHEVRON CORP NEW 18,776 +8,808 $1,360
     CVX18,776+8,808$1,360
SOUTHERN CO 25,031 +1,273 $1,355
     SO25,031+1,273$1,355
INVESCO EXCH TRD SLF IDX FD 62,858 -826 $1,321
     BSCK62,858-826$1,321
MERCK & CO. INC 16,842 +1,837 $1,296
     MRK16,842+1,837$1,296
INTERNATIONAL BUSINESS MACHS 11,658 +6,446 $1,293
     IBM11,658+6,446$1,293

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 03/31/2020: $252,492
At 12/31/2019: $296,305

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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