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| Name: |
TrinityPoint Wealth LLC |
| City: |
MILFORD |
| State: |
CT |
| Zip: |
06461 |
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data |
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| Holdings
Found :
22 |
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Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
PANW |
Palo Alto Networks Inc |
56 |
New |
$297.47 |
$2,848,000 |
10,022 |
0.47% |
2,848,000 |
10,022 |
0.003 |
Networking & Communic... |
|
|
SMCI |
Super Micro Computer Inc |
84 |
New |
$798.50 |
$1,900,000 |
1,881 |
0.31% |
1,900,000 |
1,881 |
0.004 |
Networking & Communic... |
|
|
VCSH |
Vanguard Scottsdale Funds |
90 |
New |
$76.88 |
$1,670,000 |
21,601 |
0.28% |
1,670,000 |
21,601 |
0.005 |
N/A |
|
|
MMM |
3M Co |
96 |
New |
$98.93 |
$1,559,000 |
14,700 |
0.26% |
1,559,000 |
14,700 |
0.003 |
Conglomerates |
|
|
INCY |
Incyte Corp |
132 |
New |
$53.06 |
$1,033,000 |
18,131 |
0.17% |
1,033,000 |
18,131 |
0.008 |
Biotechnology |
|
|
ASAN |
Asana, Inc. |
135 |
New |
$15.16 |
$972,000 |
62,725 |
0.16% |
972,000 |
62,725 |
0.085 |
N/A |
|
|
MCHP |
Microchip Technology Inc |
218 |
New |
$91.50 |
$391,000 |
4,360 |
0.06% |
391,000 |
4,360 |
0.001 |
Semiconductor - Speci... |
|
|
IEFA |
Ishares Core Msci Eafe |
238 |
New |
$0.00 |
$333,000 |
4,483 |
0.06% |
333,000 |
4,483 |
0 |
N/A |
|
|
HYMB |
Spdr Nuveen S&p High Yi... |
242 |
New |
$25.52 |
$317,000 |
12,340 |
0.05% |
317,000 |
12,340 |
0.006 |
N/A |
|
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WING |
Wingstop Inc. |
270 |
New |
$390.02 |
$248,000 |
676 |
0.04% |
248,000 |
676 |
0.002 |
N/A |
|
|
GE |
General Electric Co |
276 |
New |
$163.38 |
$233,000 |
1,328 |
0.04% |
233,000 |
1,328 |
0 |
Conglomerates |
|
|
NUE |
Nucor Corp |
277 |
New |
$174.47 |
$230,000 |
1,164 |
0.04% |
230,000 |
1,164 |
0.008 |
Steel & Iron |
|
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NFLX |
Netflix Inc |
281 |
New |
$610.87 |
$227,000 |
373 |
0.04% |
227,000 |
373 |
0 |
Music & Video Stores |
|
|
GDDY |
Godaddy Inc. |
284 |
New |
$133.92 |
$223,000 |
1,876 |
0.04% |
223,000 |
1,876 |
0 |
N/A |
|
|
FTEC |
Fidelity Msci Information T... |
283 |
New |
$153.53 |
$223,000 |
1,430 |
0.04% |
223,000 |
1,430 |
0 |
N/A |
|
|
VRP |
Invesco Variable Rate Prefe... |
287 |
New |
$23.83 |
$218,000 |
9,172 |
0.04% |
218,000 |
9,172 |
0 |
N/A |
|
|
GMS |
GMS Inc |
290 |
New |
$94.33 |
$214,000 |
2,200 |
0.04% |
214,000 |
2,200 |
0.005 |
N/A |
|
|
EME |
Emcor Group Inc |
293 |
New |
$380.28 |
$209,000 |
598 |
0.03% |
209,000 |
598 |
0.001 |
General Contractors |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
294 |
New |
$149.26 |
$208,000 |
1,526 |
0.03% |
208,000 |
1,526 |
0 |
Semiconductor - Integ... |
|
|
MET |
MetLife Inc |
295 |
New |
$72.73 |
$208,000 |
2,809 |
0.03% |
208,000 |
2,809 |
0 |
Life & Health Insurance |
|
|
EXPE |
Expedia Inc |
297 |
New |
$112.84 |
$204,000 |
1,484 |
0.03% |
204,000 |
1,484 |
0 |
Internet Service Prov... |
|
|
CB |
Chubb Ltd (ACE Ltd) |
299 |
New |
$254.84 |
$202,000 |
781 |
0.03% |
202,000 |
781 |
0 |
Property & Casualty I... |
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