TrinityPoint Wealth, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Milford, CT
CIK
0001766510
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 297 552,190 AAPL, GOOG, MSFT, SCHD RESTATEMENT 2/14/2024 000176538024000151
Q3 2023 287 502,162 AAPL, GOOG, MSFT, SCHD 13F-HR 11/8/2023 000176538023000217
Q2 2023 279 512,473 AAPL, GOOG, MSFT, SCHD 13F-HR 8/7/2023 000176538023000130
Q1 2023 272 466,826 AAPL, GOOG, MSFT, SCHD 13F-HR 5/4/2023 000176538023000089
Q4 2022 279 439,274 AAPL, GOOG, MSFT, SCHD 13F-HR 2/7/2023 000176538023000027
Q3 2022 279 437,447 AAPL, GOOG, MSFT, INFL 13F-HR 11/9/2022 000176538022000148
Q2 2022 277 452,519 AAPL, GOOG, MSFT, INFL 13F-HR 8/5/2022 000176538022000110
Q1 2022 308 552,195 AAPL, GOOG, AMZN, MSFT 13F-HR 5/13/2022 000176538022000084
Q4 2021 304 563,307 AAPL, AMZN, GOOG, MSFT 13F-HR 2/11/2022 000176538022000036
Q3 2021 303 522,723 AAPL, AMZN, PYPL, GOOG 13F-HR 11/12/2021 000176538021000123
Q2 2021 265 489,153 AAPL, PYPL, AMZN, GOOG 13F-HR 8/13/2021 000176538021000095
Q1 2021 242 429,412 AAPL, PYPL, AMZN, GOOG 13F-HR 5/11/2021 000176538021000063
Q4 2020 229 416,055 AAPL, AMZN, PYPL, GOOG 13F-HR 2/10/2021 000176538021000032
Q3 2020 216 359,990 AAPL, AMZN, PYPL, MSFT 13F-HR 11/13/2020 000176538020000097
Q2 2020 206 316,005 AAPL, AMZN, PYPL, MSFT 13F-HR 8/13/2020 000176538020000080
Q1 2020 192 252,492 AAPL, AMZN, MSFT, PYPL 13F-HR 5/5/2020 000176538020000048
Q4 2019 210 296,305 AAPL, AMZN, SCHB, GOOG 13F-HR 2/6/2020 000176538020000030
Q3 2019 207 287,063 AAPL, AMZN, SCHB, GOOG 13F-HR 11/7/2019 000176538019000114
Q2 2019 170 208,608 AMZN, AAPL, PYPL, GOOG 13F-HR 8/6/2019 000176538019000078
Q1 2019 182 203,467 AAPL, GOOG, AMZN, PYPL 13F-HR 5/7/2019 000176538019000054
Q4 2018 167 162,808 AAPL, AMZN, GOOG, PYPL 13F-HR 2/11/2019 000176538019000021
Additional filings from TrinityPoint Wealth, LLC that have since been restated