TrinityPoint Wealth, LLC 13F Holdings
CIK 0001766510 · MILFORD, CT
As of Dec 31, 2024, TrinityPoint Wealth, LLC reported 335 positions worth $665.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 151,096 | $37.8M | 5.68% |
| ALPHABET INC | GOOG | Equity | 151,286 | $28.8M | 4.33% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 953,822 | $26.1M | 3.91% |
| MICROSOFT CORP | MSFT | Technology | 59,028 | $24.9M | 3.74% |
| AMAZON.COM INC | AMZN | Equity | 101,293 | $22.2M | 3.34% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 799,605 |