Trinitypoint Wealth, LLC
CIK Number: 0001766510
711.72M
Market Value
323
# of Holdings
13 months
Avg. Holding Period
35.65%
Win Rate
11.82%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 196.91 | +1.36% | 151.1K | -2.3% | 37.84M | 49.46 | 5.32% |
| 2 | GOOG | Alphabet Inc. | 153.31 | -1.41% | 151.29K | -0.25% | 28.81M | 74.87 | 4.05% |
| 3 | SCHD | Schwab U.S. Div... | 25.41 | +1.13% | 953.82K | +216.01% | 26.06M | 22.59 | 3.66% |
| 4 | MSFT | Microsoft Corpo... | 367.54 | -1.1% | 59.03K | +1.95% | 24.88M | 138.02 | 3.50% |
| 5 | AMZN | Amazon.com, Inc... | 172.59 | -1% | 101.29K | +0.64% | 22.22M | 92.5 | 3.12% |
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