TrinityPoint Wealth, LLC: summary

TrinityPoint Wealth, LLC reported 335 positions with a reported value of $711.72M in its 13F for Q4 2024. Compared with Q3 2024: 27 new positions, 22 exited.

Top positions

• APPLE INC COM
• ALPHABET INC CAP STK CL C
• SCHWAB US DIVIDEND EQUITY ETF
• MICROSOFT CORP COM
• AMAZON COM INC
• SCHWAB U.S. BROAD MARKET ETF
• NVIDIA CORPORATION
• INVESCO S&P 500 GARP ETF
• ABBVIE INC COM
• ALPHABET INC