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
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 Apple Inc
248.10
+0.65% 154.66K -0.86% 36.03M 98.61 5.18%
2 Schwab Strategi...
28.19
-0.22% 301.84K +6.70% 25.51M 39.95 3.67%
3 Alphabet Inc
193.72
-1.52% 151.66K -0.30% 25.36M 74.87 3.65%
4 Microsoft Corp
449.67
+0.15% 57.90K -1.31% 24.91M 132.48 3.58%
5 Amazon Com Inc
229.01
-0.54% 100.64K +2.10% 18.75M 107.95 2.70%

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