HoldingsChannel.com
TrinityPoint Wealth LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
APPLE INC 56,601 +5,737 $10,751
     AAPL56,601+5,737$10,751
ALPHABET INC 8,386 +1,010 $9,840
     GOOG8,386+1,010$9,840
AMAZON COM INC 5,459 +222 $9,721
     AMZN5,459+222$9,721
PAYPAL HLDGS INC 81,891 +3,366 $8,504
     PYPL81,891+3,366$8,504
MICROSOFT CORP 64,451 +8,545 $7,601
     MSFT64,451+8,545$7,601
ABIOMED INC 24,175 +6,792 $6,904
     ABMD24,175+6,792$6,904
BANK AMER CORP 139,275 -20,578 $3,843
     BAC139,275-20,578$3,843
VANGUARD INTL EQUITY INDEX F (VEU) 73,776 +11,873 $3,700
     VEU73,776+11,873$3,700
JOHNSON & JOHNSON 26,036 +4,009 $3,640
     JNJ26,036+4,009$3,640
NUVEEN AMT FREE QLTY MUN INC 240,023 +177 $3,207
     NEA240,023+177$3,207
AT&T INC 101,693 +27,327 $3,189
     T101,693+27,327$3,189
SELECT SECTOR SPDR TR (XLK) 38,155 +10,885 $2,823
     XLK38,155+10,885$2,823
JPMORGAN CHASE & CO 27,877 +5,811 $2,822
     JPM27,877+5,811$2,822
ALPHABET INC 2,356 +135 $2,773
     GOOGL2,356+135$2,773
CISCO SYS INC 51,042 +27,142 $2,756
     CSCO51,042+27,142$2,756
VANGUARD TAX MANAGED INTL FD (VEA) 63,608 -7,700 $2,600
     VEA63,608-7,700$2,600
VANGUARD INDEX FDS (VO) 15,898 +22 $2,556
     VO15,898+22$2,556
CAPITAL ONE FINL CORP 30,935 +185 $2,527
     COF30,935+185$2,527
VANGUARD INTL EQUITY INDEX F (VWO) 57,034 -1,211 $2,424
     VWO57,034-1,211$2,424
MASTERCARD INC 9,652 -160 $2,273
     MA9,652-160$2,273
SELECT SECTOR SPDR TR (XLV) 24,591 -2,228 $2,256
     XLV24,591-2,228$2,256
SELECT SECTOR SPDR TR (XLP) 39,038 +11,309 $2,190
     XLP39,038+11,309$2,190
CITIZENS FINL GROUP INC 65,392 +56,621 $2,125
     CFG65,392+56,621$2,125
MEDTRONIC PLC 21,834 +1,828 $1,989
     MDT21,834+1,828$1,989
FACEBOOK INC 11,736 -1,379 $1,956
     FB11,736-1,379$1,956
VISA INC 12,434 -534 $1,942
     V12,434-534$1,942
ROYAL CARIBBEAN CRUISES LTD 16,500 +12,735 $1,891
     RCL16,500+12,735$1,891
UNITED TECHNOLOGIES CORP 13,785 +114 $1,777
     UTX13,785+114$1,777
SPDR SERIES TRUST (XBI) 19,444 +2,436 $1,760
     XBI19,444+2,436$1,760
DISNEY WALT CO 15,606 +4,759 $1,733
     DIS15,606+4,759$1,733
ISHARES TR (LQD) 13,913 +3,803 $1,657
     LQD13,913+3,803$1,657
SPDR SERIES TRUST (SPSB) 53,076 +13,658 $1,621
     SPSB53,076+13,658$1,621
ISHARES TR (FLOT) 31,729 +5,692 $1,615
     FLOT31,729+5,692$1,615
VANGUARD INDEX FDS (VOE) 14,851 -405 $1,602
     VOE14,851-405$1,602
BRISTOL MYERS SQUIBB CO 31,652 +5,845 $1,510
     BMY31,652+5,845$1,510
PROCTER AND GAMBLE CO 13,892 -167 $1,445
     PG13,892-167$1,445
DUKE ENERGY CORP NEW 15,995 +12,879 $1,440
     DUK15,995+12,879$1,440
ANTHEM INC 4,949 -14 $1,420
     ANTM4,949-14$1,420
STARBUCKS CORP 18,982 +416 $1,411
     SBUX18,982+416$1,411
EXXON MOBIL CORP 17,307 -84 $1,398
     XOM17,307-84$1,398
INVESCO EXCH TRD SLF IDX FD 65,736 +23 $1,395
     BSCK65,736+23$1,395
GILEAD SCIENCES INC 21,189 +8,434 $1,378
     GILD21,189+8,434$1,378
NEXTERA ENERGY INC 6,960 +2,502 $1,345
     NEE6,960+2,502$1,345
CANOPY GROWTH CORP 31,000 UNCH $1,344
     CGC31,000UNCH$1,344
SELECT SECTOR SPDR TR (XLC) 26,971 +11,801 $1,261
     XLC26,971+11,801$1,261
WALMART INC 12,845 +3,592 $1,253
     WMT12,845+3,592$1,253
UNITEDHEALTH GROUP INC 4,973 +826 $1,230
     UNH4,973+826$1,230
BLACKROCK MUNIYIELD QLTY FD 93,652 +63 $1,211
     MYI93,652+63$1,211
SELECT SECTOR SPDR TR (XLY) 10,599 -2,827 $1,207
     XLY10,599-2,827$1,207
TJX COS INC NEW 22,389 +1,501 $1,191
     TJX22,389+1,501$1,191

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 03/31/2019: $203,467
At 12/31/2018: $162,808

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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