StockDriftsStockDriftsTop 50 Trinitypoint Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.32% | 151.1K | $37.8M | -2.30%(-3.56K) | — | 2024-12-31 | |
| GOOG | ALPHABET INC | 4.05% | 151.3K | $28.8M | -0.25%(-375) | — | 2024-12-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.66% | 953.8K | $26.1M | +216.01%(+651.99K) | — | 2024-12-31 | |
| MSFT | MICROSOFT CORP | 3.5% | 59.0K | $24.9M | +1.95%(+1.13K) | — | 2024-12-31 | |
| AMZN | AMAZON COM INC | 3.12% | 101.3K | $22.2M | +0.64%(+649) | — | 2024-12-31 | |
| SCHB | SCHWAB STRATEGIC TR | 2.55% | 811.6K | $18.2M | +196.04%(+537.45K) | — | 2024-12-31 | |
| NVDA | NVIDIA CORPORATION | 2.53% | 134.1K | $18.0M | -1.74%(-2.37K) | — | 2024-12-31 | |
| SPGP | INVESCO EXCHANGE TRADED FD T | 2.4% | 163.0K | $17.1M | +1.65%(+2.65K) | — | 2024-12-31 | |
| ABBV | ABBVIE INC | 1.45% | 58.2K | $10.3M | +0.55%(+318) | — | 2024-12-31 | |
| GOOGL | ALPHABET INC | 1.36% | 51.3K | $9.7M | -10.63%(-6.10K) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Trinitypoint Wealth, Llc reports $711.72M in US-listed equity holdings across 335 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.3%), GOOG (4.0%) and SCHD (3.7%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Trinitypoint Wealth, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1766510). View Trinitypoint Wealth, Llc’s 13F filings on SEC