Trinity Wealth Management, LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Berwyn, PA
CIK
0001685364
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 43 163,664 13F-HR 7/14/2023 000108514623002713 Trinity Wealth Management, LLC
Q1 2023 39 152,409 13F-HR 4/12/2023 000108514623001664 Trinity Wealth Management, LLC
Q4 2022 41 140,496 13F-HR 1/23/2023 000108514623000319 Trinity Wealth Management, LLC
Q3 2022 35 124,837 13F-HR 10/13/2022 000108514622003403 Trinity Wealth Management, LLC
Q2 2022 37 128,234 13F-HR 7/13/2022 000108514622002358 Trinity Wealth Management, LLC
Q1 2022 40 142,260 13F-HR 4/20/2022 000108514622001471 Trinity Wealth Management, LLC
Q4 2021 36 145,357 13F-HR 2/1/2022 000108514622000444 Trinity Wealth Management, LLC
Q3 2021 36 132,160 13F-HR 10/28/2021 000108514621002932 Trinity Wealth Management, LLC
Q2 2021 28 127,896 13F-HR 7/26/2021 000108514621002086 Trinity Wealth Management, LLC
Q1 2021 26 115,251 13F-HR 5/20/2021 000108514621001813 Trinity Wealth Management, LLC
Q4 2020 23 110,026 13F-HR 2/9/2021 000108514621000520 Trinity Wealth Management, LLC
Q2 2020 21 71,774 13F-HR 8/5/2020 000108514620002002 Trinity Wealth Management, LLC
Q1 2020 22 76,355 13F-HR 5/11/2020 000108514620001390 Trinity Wealth Management, LLC
Q4 2019 26 99,586 13F-HR 2/26/2020 000108514620000967 Trinity Wealth Management, LLC