Trinitypoint Wealth, LLC
CIK Number: 0001766510
695.59M
Market Value
313
# of Holdings
13 months
Avg. Holding Period
72.81%
Win Rate
11.02%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Apple Inc | 233.05 | -0.58% | 154.66K | -0.86% | 36.03M | 98.61 | 5.18% | |
| 2 | Schwab Strategi... | 27.51 | +0.77% | 301.84K | +6.70% | 25.51M | 39.95 | 3.67% | |
| 3 | Alphabet Inc | 190.87 | -0.74% | 151.66K | -0.30% | 25.36M | 74.87 | 3.65% | |
| 4 | Microsoft Corp | 415.07 | -0.51% | 57.90K | -1.31% | 24.91M | 132.48 | 3.58% | |
| 5 | Amazon Com Inc | 217.41 | -0.48% | 100.64K | +2.10% | 18.75M | 107.95 | 2.70% |
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