TrinityPoint Wealth, LLC
CIK 1766510 · Visualizza su SEC EDGAR ↗
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Suddivisione settoriale
Technology
17,4%
Healthcare
9,2%
Industrials
8,2%
Communication Services
6,7%
Retail
5,7%
Financial Services
3,9%
Financials
3,1%
Energy
1,8%
Consumer Discretionary
1,5%
Utilities
1,4%
Telecommunication
0,9%
Consumer Staples
0,8%
Logistics & Transportation
0,6%
Consumer products
0,4%
Communications
0,4%
Real Estate
0,4%
Materials
0,2%
Packaging
0,1%
Altro/Non mappato
37,2%
Portafoglio completo 335 posizioni
| Tipo | Sequenza | Tendenza 8 trim. | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $37.837.410 | 5,32% | 151.096 | Su ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $28.810.975 | 4,05% | 151.286 | Su ×1 | |||
| SCHD | $26.058.407 | 3,66% | 953.822 | Su ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $24.880.292 | 3,50% | 59.028 | Su ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $22.222.671 | 3,12% | 101.293 | Su ×1 | |||
| SCHB | $18.151.040 | 2,55% | 799.605 | Su ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $18.005.198 | 2,53% | 134.077 | Su ×1 | |||
| SPGP | $17.099.323 | 2,40% | 163.037 | Su ×1 | |||
| ABBV AbbVie Inc. Common Stock | $10.336.643 | 1,45% | 58.169 | Su ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $9.704.764 | 1,36% | 51.267 | Su ×1 | |||
| XLK XLK | $9.289.122 | 1,31% | 39.950 | Su ×1 | |||
| HON Honeywell International Inc. - Common Stock | $8.934.209 | 1,26% | 39.551 | Su ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $8.810.755 | 1,24% | 36.756 | Su ×1 | |||
| IJS | $8.680.133 | 1,22% | 79.920 | Su ×1 | |||
| XLF XLF | $8.315.933 | 1,17% | 172.066 | Su ×1 | |||
| XLV XLV | $7.935.322 | 1,11% | 57.682 | Su ×1 | |||
| VPL | $7.925.571 | 1,11% | 111.565 | Su ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $7.490.717 | 1,05% | 12.793 | Su ×1 | |||
| MRVL Marvell Technology, Inc. - Common Stock | $6.814.906 | 0,96% | 61.701 | Su ×1 | |||
| DGRO | $6.746.872 | 0,95% | 109.991 | Su ×1 | |||
| LMT Lockheed Martin Corporation Common Stock | $6.669.333 | 0,94% | 13.725 | Su ×1 | |||
| VEU | $6.627.727 | 0,93% | 115.446 | Su ×1 | |||
| JNJ Johnson & Johnson Common Stock | $6.608.638 | 0,93% | 45.697 | Su ×1 | |||
| ZTS Zoetis Inc. Class A Common Stock | $6.067.345 | 0,85% | 37.239 | Su ×1 | |||
| WMT Walmart Inc. - Common Stock | $6.027.025 | 0,85% | 66.708 | Su ×1 | |||
| JEPI | $6.004.979 | 0,84% | 104.380 | Su ×1 | |||
| COF Capital One Financial Corporation Common Stock | $5.381.163 | 0,76% | 30.177 | Su ×1 | |||
| PFE Pfizer, Inc. Common Stock | $5.311.161 | 0,75% | 200.195 | Su ×1 | |||
| IQLT | $5.252.952 | 0,74% | 141.513 | Su ×1 | |||
| MU Micron Technology, Inc. - Common Stock | $5.225.684 | 0,73% | 62.092 | Su ×1 | |||
| IEI iShares 3-7 Year Treasury Bond ETF | $4.770.924 | 0,67% | 41.289 | Su ×1 | |||
| TMUS T-Mobile US, Inc. - Common Stock | $4.761.537 | 0,67% | 21.572 | Su ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $4.643.313 | 0,65% | 43.165 | Su ×1 | |||
| VO | $4.642.417 | 0,65% | 17.576 | Su ×1 | |||
| RTX RTX Corporation Common Stock | $4.572.885 | 0,64% | 39.517 | Su ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $4.410.465 | 0,62% | 11.338 | Su ×1 | |||
| BRKB | $4.333.357 | 0,61% | 9.560 | Su ×1 | |||
| MA Mastercard Incorporated Common Stock | $4.265.541 | 0,60% | 8.101 | Su ×1 | |||
| XLY XLY | $4.241.039 | 0,60% | 18.904 | Su ×1 | |||
| XLC XLC | $4.084.806 | 0,57% | 42.194 | Su ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $4.049.861 | 0,57% | 40.710 | Su ×1 | |||
| CCL Carnival Corporation Common Stock | $3.982.038 | 0,56% | 159.793 | Su ×1 | |||
| SPGM | $3.951.081 | 0,56% | 62.389 | Su ×1 | |||
| SPY SPY | $3.936.844 | 0,55% | 6.717 | Su ×1 | |||
| XLP XLP | $3.927.226 | 0,55% | 49.958 | Su ×1 | |||
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | $3.897.574 | 0,55% | 200.081 | Su ×1 | |||
| IAU | $3.780.534 | 0,53% | 76.359 | Su ×1 | |||
| GILD Gilead Sciences, Inc. - Common Stock | $3.761.206 | 0,53% | 40.719 | Su ×1 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $3.708.709 | 0,52% | 20.382 | Su ×1 | |||
| MDT Medtronic plc. Ordinary Shares | $3.671.473 | 0,52% | 45.962 | Su ×1 | |||
| VCSH Vanguard Short-Term Corporate Bond ETF | $3.638.097 | 0,51% | 46.636 | Su ×1 | |||
| IJR | $3.573.420 | 0,50% | 31.014 | Su ×1 | |||
| PYLD | $3.539.796 | 0,50% | 136.566 | Su ×1 | |||
| PRU Prudential Financial, Inc. Common Stock | $3.509.847 | 0,49% | 29.611 | Su ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $3.450.525 | 0,48% | 14.883 | Su ×1 | |||
| IEF iShares 7-10 Year Treasury Bond ETF | $3.310.158 | 0,47% | 35.805 | Su ×1 | |||
| J Jacobs Solutions Inc. Common Stock | $3.295.085 | 0,46% | 24.660 | Su ×1 | |||
| FDX FedEx Corporation Common Stock | $3.289.757 | 0,46% | 11.694 | Su ×1 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $3.188.743 | 0,45% | 5.569 | Su ×1 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $3.127.345 | 0,44% | 20.358 | Su ×1 | |||
| TIP | $2.980.708 | 0,42% | 27.975 | Su ×1 | |||
| TXN Texas Instruments Incorporated - Common Stock | $2.841.685 | 0,40% | 15.155 | Su ×1 | |||
| BX Blackstone Inc. Common Stock | $2.740.711 | 0,39% | 15.896 | Su ×1 | |||
| IYY | $2.710.945 | 0,38% | 18.946 | Su ×1 | |||
| CRM Salesforce, Inc. Common Stock | $2.705.467 | 0,38% | 8.092 | Su ×1 | |||
| ABT Abbott Laboratories Common Stock | $2.679.924 | 0,38% | 23.693 | Su ×1 | |||
| TLT iShares 20+ Year Treasury Bond ETF | $2.537.929 | 0,36% | 29.061 | Su ×1 | |||
| FHLC | $2.534.582 | 0,36% | 38.785 | Su ×1 | |||
| MCD McDonald's Corporation Common Stock | $2.473.129 | 0,35% | 8.531 | Su ×1 | |||
| CB Chubb Limited Common Stock | $2.440.834 | 0,34% | 8.834 | Su ×1 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $2.419.201 | 0,34% | 20.025 | Su ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $2.394.484 | 0,34% | 4.733 | Su ×1 | |||
| URI United Rentals, Inc. Common Stock | $2.338.752 | 0,33% | 3.320 | Su ×1 | |||
| AMGN Amgen Inc. - Common Stock | $2.305.621 | 0,32% | 8.846 | Su ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $2.258.877 | 0,32% | 4.419 | Su ×1 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $2.207.018 | 0,31% | 4.242 | Su ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $2.170.209 | 0,30% | 5.374 | Su ×1 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $2.143.216 | 0,30% | 6.458 | Su ×1 | |||
| EWJ | $2.120.281 | 0,30% | 31.599 | Su ×1 | |||
| IAI | $2.111.293 | 0,30% | 14.652 | Su ×1 | |||
| SCHP | $2.035.984 | 0,29% | 78.822 | Su ×1 | |||
| PWR Quanta Services, Inc. Common Stock | $2.033.150 | 0,29% | 6.433 | Su ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $2.030.989 | 0,29% | 2.217 | Su ×1 | |||
| MMM 3M Company Common Stock | $1.989.437 | 0,28% | 15.411 | Su ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $1.960.812 | 0,28% | 12.895 | Su ×1 | |||
| CAH Cardinal Health, Inc. Common Stock | $1.950.947 | 0,27% | 16.496 | Su ×1 | |||
| IJH | $1.886.575 | 0,27% | 30.277 | Su ×1 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1.872.717 | 0,26% | 23.330 | Su ×1 | |||
| LPLA LPL Financial Holdings Inc. - Common Stock | $1.857.515 | 0,26% | 5.689 | Su ×1 | |||
| ADP Automatic Data Processing, Inc. - Common Stock | $1.851.043 | 0,26% | 6.323 | Su ×1 | |||
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | $1.848.281 | 0,26% | 91.817 | Su ×1 | |||
| V Visa Inc. | $1.820.806 | 0,26% | 5.761 | Su ×1 | |||
| NEE NextEra Energy, Inc. Common Stock | $1.816.498 | 0,26% | 25.338 | Su ×1 | |||
| LOW Lowe's Companies, Inc. Common Stock | $1.786.132 | 0,25% | 7.237 | Su ×1 | |||
| PM Philip Morris International Inc Common Stock | $1.784.904 | 0,25% | 14.831 | Su ×1 | |||
| XBI XBI | $1.774.255 | 0,25% | 19.701 | Su ×1 | |||
| GSC | $1.771.080 | 0,25% | 34.551 | Su ×1 | |||
| AXP American Express Company Common Stock | $1.769.157 | 0,25% | 5.961 | Su ×1 | |||
| ELV Elevance Health, Inc. Common Stock | $1.760.022 | 0,25% | 4.771 | Su ×1 | |||
| BLK BlackRock, Inc. Common Stock | $1.682.452 | 0,24% | 1.641 | Su ×1 | |||
| Nessuna corrispondenza | |||||||
Le maggiori nuove scommesse
Nuove posizioni aperte questo trimestre, dalla più grande.
| Titolo | Valore | Azioni | % del portafoglio |
|---|---|---|---|
| AAPL | $37.837.410 | 151.096 | 5,32% |
| GOOG | $28.810.975 | 151.286 | 4,05% |
| SCHD | $26.058.407 | 953.822 | 3,66% |
| MSFT | $24.880.292 | 59.028 | 3,50% |
| AMZN | $22.222.671 | 101.293 | 3,12% |
| SCHB | $18.151.040 | 799.605 | 2,55% |
| NVDA | $18.005.198 | 134.077 | 2,53% |
| SPGP | $17.099.323 | 163.037 | 2,40% |
| ABBV | $10.336.643 | 58.169 | 1,45% |
| GOOGL | $9.704.764 | 51.267 | 1,36% |
| XLK | $9.289.122 | 39.950 | 1,31% |
| HON | $8.934.209 | 39.551 | 1,26% |
| JPM | $8.810.755 | 36.756 | 1,24% |
| IJS | $8.680.133 | 79.920 | 1,22% |
| XLF | $8.315.933 | 172.066 | 1,17% |