
TRINITYPOINT WEALTH, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | MDLZ | 11K | $630.16K |
![]() | SHLS | 10K | $57.87K |
![]() | USB | 10K | $495.30K |
![]() | CHRS | 10K | $13.85K |
![]() | WRB | 10K | $579.79K |
![]() | BRK-B | 10K | $4.33M |
![]() | EPD | 9K | $297.41K |
![]() | IP | 9K | $502.61K |
![]() | NDAQ | 9K | $710.29K |
![]() | GE | 9K | $1.53M |
![]() | PEG | 9K | $767.42K |
![]() | WCC | 9K | $1.64M |
![]() | AMGN | 9K | $2.31M |
![]() | CB | 9K | $2.44M |
![]() | MCD | 9K | $2.47M |
![]() | MKC | 9K | $648.74K |
![]() | CSX | 8K | $272.98K |
![]() | MA | 8K | $4.27M |
![]() | CRM | 8K | $2.71M |
![]() | AMAT | 8K | $1.30M |

Mondelez International, Inc.
MDLZ
Shares Held
11K
Value
$630.16K

Shoals Technologies Group, Inc.
SHLS
Shares Held
10K
Value
$57.87K

U.S. Bancorp
USB
Shares Held
10K
Value
$495.30K

Coherus Oncology, Inc.
CHRS
Shares Held
10K
Value
$13.85K

W. R. Berkley Corporation
WRB
Shares Held
10K
Value
$579.79K

Berkshire Hathaway Inc.
BRK-B
Shares Held
10K
Value
$4.33M

Enterprise Products Partners L.P.
EPD
Shares Held
9K
Value
$297.41K

International Paper Company
IP
Shares Held
9K
Value
$502.61K

Nasdaq, Inc.
NDAQ
Shares Held
9K
Value
$710.29K

GE Aerospace
GE
Shares Held
9K
Value
$1.53M

Public Service Enterprise Group Incorporated
PEG
Shares Held
9K
Value
$767.42K

WESCO International, Inc.
WCC
Shares Held
9K
Value
$1.64M

Amgen Inc.
AMGN
Shares Held
9K
Value
$2.31M

Chubb Limited
CB
Shares Held
9K
Value
$2.44M

McDonald's Corporation
MCD
Shares Held
9K
Value
$2.47M

McCormick & Company, Incorporated
MKC
Shares Held
9K
Value
$648.74K

CSX Corporation
CSX
Shares Held
8K
Value
$272.98K

Mastercard Incorporated
MA
Shares Held
8K
Value
$4.27M

Salesforce, Inc.
CRM
Shares Held
8K
Value
$2.71M

Applied Materials, Inc.
AMAT
Shares Held
8K
Value
$1.30M
