TrinityPoint Wealth, LLC
CIK 1766510 · Xem trên SEC EDGAR ↗
Không có vị thế 13F hoạt động nào trong kỳ hiện tại.
Trên trang này
Phân bổ theo ngành
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%
Khác/Chưa xác định
37,2%
Danh mục đầy đủ 335 các vị thế
| Loại | Chuỗi | Xu hướng 8 quý | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $37837410 | 5,32% | 151096 | Tăng ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $28810975 | 4,05% | 151286 | Tăng ×1 | |||
| SCHD | $26058407 | 3,66% | 953822 | Tăng ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $24880292 | 3,50% | 59028 | Tăng ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $22222671 | 3,12% | 101293 | Tăng ×1 | |||
| SCHB | $18151040 | 2,55% | 799605 | Tăng ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $18005198 | 2,53% | 134077 | Tăng ×1 | |||
| SPGP | $17099323 | 2,40% | 163037 | Tăng ×1 | |||
| ABBV AbbVie Inc. Common Stock | $10336643 | 1,45% | 58169 | Tăng ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $9704764 | 1,36% | 51267 | Tăng ×1 | |||
| XLK XLK | $9289122 | 1,31% | 39950 | Tăng ×1 | |||
| HON Honeywell International Inc. - Common Stock | $8934209 | 1,26% | 39551 | Tăng ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $8810755 | 1,24% | 36756 | Tăng ×1 | |||
| IJS | $8680133 | 1,22% | 79920 | Tăng ×1 | |||
| XLF XLF | $8315933 | 1,17% | 172066 | Tăng ×1 | |||
| XLV XLV | $7935322 | 1,11% | 57682 | Tăng ×1 | |||
| VPL | $7925571 | 1,11% | 111565 | Tăng ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $7490717 | 1,05% | 12793 | Tăng ×1 | |||
| MRVL Marvell Technology, Inc. - Common Stock | $6814906 | 0,96% | 61701 | Tăng ×1 | |||
| DGRO | $6746872 | 0,95% | 109991 | Tăng ×1 | |||
| LMT Lockheed Martin Corporation Common Stock | $6669333 | 0,94% | 13725 | Tăng ×1 | |||
| VEU | $6627727 | 0,93% | 115446 | Tăng ×1 | |||
| JNJ Johnson & Johnson Common Stock | $6608638 | 0,93% | 45697 | Tăng ×1 | |||
| ZTS Zoetis Inc. Class A Common Stock | $6067345 | 0,85% | 37239 | Tăng ×1 | |||
| WMT Walmart Inc. - Common Stock | $6027025 | 0,85% | 66708 | Tăng ×1 | |||
| JEPI | $6004979 | 0,84% | 104380 | Tăng ×1 | |||
| COF Capital One Financial Corporation Common Stock | $5381163 | 0,76% | 30177 | Tăng ×1 | |||
| PFE Pfizer, Inc. Common Stock | $5311161 | 0,75% | 200195 | Tăng ×1 | |||
| IQLT | $5252952 | 0,74% | 141513 | Tăng ×1 | |||
| MU Micron Technology, Inc. - Common Stock | $5225684 | 0,73% | 62092 | Tăng ×1 | |||
| IEI iShares 3-7 Year Treasury Bond ETF | $4770924 | 0,67% | 41289 | Tăng ×1 | |||
| TMUS T-Mobile US, Inc. - Common Stock | $4761537 | 0,67% | 21572 | Tăng ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $4643313 | 0,65% | 43165 | Tăng ×1 | |||
| VO | $4642417 | 0,65% | 17576 | Tăng ×1 | |||
| RTX RTX Corporation Common Stock | $4572885 | 0,64% | 39517 | Tăng ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $4410465 | 0,62% | 11338 | Tăng ×1 | |||
| BRKB | $4333357 | 0,61% | 9560 | Tăng ×1 | |||
| MA Mastercard Incorporated Common Stock | $4265541 | 0,60% | 8101 | Tăng ×1 | |||
| XLY XLY | $4241039 | 0,60% | 18904 | Tăng ×1 | |||
| XLC XLC | $4084806 | 0,57% | 42194 | Tăng ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $4049861 | 0,57% | 40710 | Tăng ×1 | |||
| CCL Carnival Corporation Common Stock | $3982038 | 0,56% | 159793 | Tăng ×1 | |||
| SPGM | $3951081 | 0,56% | 62389 | Tăng ×1 | |||
| SPY SPY | $3936844 | 0,55% | 6717 | Tăng ×1 | |||
| XLP XLP | $3927226 | 0,55% | 49958 | Tăng ×1 | |||
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | $3897574 | 0,55% | 200081 | Tăng ×1 | |||
| IAU | $3780534 | 0,53% | 76359 | Tăng ×1 | |||
| GILD Gilead Sciences, Inc. - Common Stock | $3761206 | 0,53% | 40719 | Tăng ×1 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $3708709 | 0,52% | 20382 | Tăng ×1 | |||
| MDT Medtronic plc. Ordinary Shares | $3671473 | 0,52% | 45962 | Tăng ×1 | |||
| VCSH Vanguard Short-Term Corporate Bond ETF | $3638097 | 0,51% | 46636 | Tăng ×1 | |||
| IJR | $3573420 | 0,50% | 31014 | Tăng ×1 | |||
| PYLD | $3539796 | 0,50% | 136566 | Tăng ×1 | |||
| PRU Prudential Financial, Inc. Common Stock | $3509847 | 0,49% | 29611 | Tăng ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $3450525 | 0,48% | 14883 | Tăng ×1 | |||
| IEF iShares 7-10 Year Treasury Bond ETF | $3310158 | 0,47% | 35805 | Tăng ×1 | |||
| J Jacobs Solutions Inc. Common Stock | $3295085 | 0,46% | 24660 | Tăng ×1 | |||
| FDX FedEx Corporation Common Stock | $3289757 | 0,46% | 11694 | Tăng ×1 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $3188743 | 0,45% | 5569 | Tăng ×1 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $3127345 | 0,44% | 20358 | Tăng ×1 | |||
| TIP | $2980708 | 0,42% | 27975 | Tăng ×1 | |||
| TXN Texas Instruments Incorporated - Common Stock | $2841685 | 0,40% | 15155 | Tăng ×1 | |||
| BX Blackstone Inc. Common Stock | $2740711 | 0,39% | 15896 | Tăng ×1 | |||
| IYY | $2710945 | 0,38% | 18946 | Tăng ×1 | |||
| CRM Salesforce, Inc. Common Stock | $2705467 | 0,38% | 8092 | Tăng ×1 | |||
| ABT Abbott Laboratories Common Stock | $2679924 | 0,38% | 23693 | Tăng ×1 | |||
| TLT iShares 20+ Year Treasury Bond ETF | $2537929 | 0,36% | 29061 | Tăng ×1 | |||
| FHLC | $2534582 | 0,36% | 38785 | Tăng ×1 | |||
| MCD McDonald's Corporation Common Stock | $2473129 | 0,35% | 8531 | Tăng ×1 | |||
| CB Chubb Limited Common Stock | $2440834 | 0,34% | 8834 | Tăng ×1 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $2419201 | 0,34% | 20025 | Tăng ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $2394484 | 0,34% | 4733 | Tăng ×1 | |||
| URI United Rentals, Inc. Common Stock | $2338752 | 0,33% | 3320 | Tăng ×1 | |||
| AMGN Amgen Inc. - Common Stock | $2305621 | 0,32% | 8846 | Tăng ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $2258877 | 0,32% | 4419 | Tăng ×1 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $2207018 | 0,31% | 4242 | Tăng ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $2170209 | 0,30% | 5374 | Tăng ×1 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $2143216 | 0,30% | 6458 | Tăng ×1 | |||
| EWJ | $2120281 | 0,30% | 31599 | Tăng ×1 | |||
| IAI | $2111293 | 0,30% | 14652 | Tăng ×1 | |||
| SCHP | $2035984 | 0,29% | 78822 | Tăng ×1 | |||
| PWR Quanta Services, Inc. Common Stock | $2033150 | 0,29% | 6433 | Tăng ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $2030989 | 0,29% | 2217 | Tăng ×1 | |||
| MMM 3M Company Common Stock | $1989437 | 0,28% | 15411 | Tăng ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $1960812 | 0,28% | 12895 | Tăng ×1 | |||
| CAH Cardinal Health, Inc. Common Stock | $1950947 | 0,27% | 16496 | Tăng ×1 | |||
| IJH | $1886575 | 0,27% | 30277 | Tăng ×1 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1872717 | 0,26% | 23330 | Tăng ×1 | |||
| LPLA LPL Financial Holdings Inc. - Common Stock | $1857515 | 0,26% | 5689 | Tăng ×1 | |||
| ADP Automatic Data Processing, Inc. - Common Stock | $1851043 | 0,26% | 6323 | Tăng ×1 | |||
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | $1848281 | 0,26% | 91817 | Tăng ×1 | |||
| V Visa Inc. | $1820806 | 0,26% | 5761 | Tăng ×1 | |||
| NEE NextEra Energy, Inc. Common Stock | $1816498 | 0,26% | 25338 | Tăng ×1 | |||
| LOW Lowe's Companies, Inc. Common Stock | $1786132 | 0,25% | 7237 | Tăng ×1 | |||
| PM Philip Morris International Inc Common Stock | $1784904 | 0,25% | 14831 | Tăng ×1 | |||
| XBI XBI | $1774255 | 0,25% | 19701 | Tăng ×1 | |||
| GSC | $1771080 | 0,25% | 34551 | Tăng ×1 | |||
| AXP American Express Company Common Stock | $1769157 | 0,25% | 5961 | Tăng ×1 | |||
| ELV Elevance Health, Inc. Common Stock | $1760022 | 0,25% | 4771 | Tăng ×1 | |||
| BLK BlackRock, Inc. Common Stock | $1682452 | 0,24% | 1641 | Tăng ×1 | |||
| Không có kết quả phù hợp | |||||||
Các khoản đặt cược mới lớn nhất
Các vị thế mới được mở trong quý này, lớn nhất trước.
| Chứng khoán | Giá trị | Cổ phiếu | % của danh mục |
|---|---|---|---|
| AAPL | $37837410 | 151096 | 5,32% |
| GOOG | $28810975 | 151286 | 4,05% |
| SCHD | $26058407 | 953822 | 3,66% |
| MSFT | $24880292 | 59028 | 3,50% |
| AMZN | $22222671 | 101293 | 3,12% |
| SCHB | $18151040 | 799605 | 2,55% |
| NVDA | $18005198 | 134077 | 2,53% |
| SPGP | $17099323 | 163037 | 2,40% |
| ABBV | $10336643 | 58169 | 1,45% |
| GOOGL | $9704764 | 51267 | 1,36% |
| XLK | $9289122 | 39950 | 1,31% |
| HON | $8934209 | 39551 | 1,26% |
| JPM | $8810755 | 36756 | 1,24% |
| IJS | $8680133 | 79920 | 1,22% |
| XLF | $8315933 | 172066 | 1,17% |