TrinityPoint Wealth, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationmilford, CT
- CIK0001766510
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
335 | $711.72M | AAPL, GOOG, SCHD, MSFT | 13F-HR | Feb 14, 2025 | 000108514625001498 | ||
330 | $695.59M | AAPL, SCHD, GOOG, MSFT | 13F-HR | Nov 7, 2024 | 000176538024000406 | ||
309 | $639.62M | AAPL, GOOG, MSFT, SCHD | 13F-HR | Jul 30, 2024 | 000176538024000249 | ||
308 | $604.38M | AAPL, MSFT, GOOG, SCHD | 13F-HR | May 8, 2024 | 000176538024000197 | ||
297 | $552.19M | AAPL, GOOG, MSFT, SCHD | RESTATEMENT | Feb 14, 2024 | 000176538024000151 | ||
297 | $552.19M | AAPL, GOOG, MSFT, SCHD | RESTATEMENT | Feb 13, 2024 | 000176538024000109 | ||
297 | $552.19M | AAPL, GOOG, MSFT, SCHD | RESTATEMENT | Feb 12, 2024 | 000176538024000068 | ||
287 | $502.16M | AAPL, GOOG, MSFT, SCHD | 13F-HR | Nov 8, 2023 | 000176538023000217 | ||
279 | $512.47M | AAPL, GOOG, MSFT, SCHD | 13F-HR | Aug 7, 2023 | 000176538023000130 | ||
272 | $466.83M | AAPL, GOOG, MSFT, SCHD | 13F-HR | May 4, 2023 | 000176538023000089 | ||
279 | $439.27M | AAPL, GOOG, MSFT, SCHD | 13F-HR | Feb 7, 2023 | 000176538023000027 | ||
279 | $437.45M | AAPL, GOOG, MSFT, INFL | 13F-HR | Nov 9, 2022 | 000176538022000148 | ||
277 | $452.52M | AAPL, GOOG, MSFT, INFL | 13F-HR | Aug 5, 2022 | 000176538022000110 | ||
308 | $552.20M | AAPL, GOOG, AMZN, MSFT | 13F-HR | May 13, 2022 | 000176538022000084 | ||
304 | $563.31M | AAPL, AMZN, GOOG, MSFT | 13F-HR | Feb 11, 2022 | 000176538022000036 | ||
303 | $522.72M | AAPL, AMZN, PYPL, GOOG | 13F-HR | Nov 12, 2021 | 000176538021000123 | ||
265 | $489.15M | AAPL, PYPL, AMZN, GOOG | 13F-HR | Aug 13, 2021 | 000176538021000095 | ||
242 | $429.41M | AAPL, PYPL, AMZN, GOOG | 13F-HR | May 11, 2021 | 000176538021000063 | ||
229 | $416.06M | AAPL, AMZN, PYPL, GOOG | 13F-HR | Feb 10, 2021 | 000176538021000032 | ||
216 | $359.99M | AAPL, AMZN, PYPL, MSFT | 13F-HR | Nov 13, 2020 | 000176538020000097 | ||
206 | $316.00M | AAPL, AMZN, PYPL, MSFT | 13F-HR | Aug 13, 2020 | 000176538020000080 | ||
192 | $252.49M | AAPL, AMZN, MSFT, PYPL | 13F-HR | May 5, 2020 | 000176538020000048 | ||
210 | $296.31M | AAPL, AMZN, SCHB, GOOG | 13F-HR | Feb 6, 2020 | 000176538020000030 | ||
207 | $287.06M | AAPL, AMZN, SCHB, GOOG | 13F-HR | Nov 7, 2019 | 000176538019000114 | ||
170 | $208.61M | AMZN, AAPL, PYPL, GOOG | 13F-HR | Aug 6, 2019 | 000176538019000078 | ||
182 | $203.47M | AAPL, GOOG, AMZN, PYPL | 13F-HR | May 7, 2019 | 000176538019000054 | ||
167 | $162.81M | AAPL, AMZN, GOOG, PYPL | 13F-HR | Feb 11, 2019 | 000176538019000021 |