TRINITYPOINT WEALTH, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BMY | 8K | $449.52K |
 | PLTR | 8K | $594.60K |
 | DIS | 8K | $842.17K |
 | C | 7K | $520.68K |
 | ORCL | 7K | $1.23M |
 | LOW | 7K | $1.79M |
 | PG | 7K | $1.18M |
 | ATO | 7K | $971.22K |
 | RSG | 7K | $1.38M |
 | CVS | 7K | $306.75K |
 | IBM | 7K | $1.44M |
 | ETN | 6K | $2.14M |
 | PWR | 6K | $2.03M |
 | ADP | 6K | $1.85M |
 | MCHP | 6K | $348.09K |
 | EOG | 6K | $743.47K |
 | AXP | 6K | $1.77M |
 | V | 6K | $1.82M |
 | LPLA | 6K | $1.86M |
 | UPS | 6K | $717.16K |
Bristol-Myers Squibb Company
BMY
Shares Held
8K
Value
$449.52K
Palantir Technologies Inc.
PLTR
Shares Held
8K
Value
$594.60K
The Walt Disney Company
DIS
Shares Held
8K
Value
$842.17K
Citigroup Inc.
C
Shares Held
7K
Value
$520.68K
Oracle Corporation
ORCL
Shares Held
7K
Value
$1.23M
Lowe's Companies, Inc.
LOW
Shares Held
7K
Value
$1.79M
The Procter & Gamble Company
PG
Shares Held
7K
Value
$1.18M
Atmos Energy Corporation
ATO
Shares Held
7K
Value
$971.22K
Republic Services, Inc.
RSG
Shares Held
7K
Value
$1.38M
CVS Health Corporation
CVS
Shares Held
7K
Value
$306.75K
International Business Machines Corporation
IBM
Shares Held
7K
Value
$1.44M
Eaton Corporation plc
ETN
Shares Held
6K
Value
$2.14M
Quanta Services, Inc.
PWR
Shares Held
6K
Value
$2.03M
Automatic Data Processing, Inc.
ADP
Shares Held
6K
Value
$1.85M
Microchip Technology Incorporated
MCHP
Shares Held
6K
Value
$348.09K
EOG Resources, Inc.
EOG
Shares Held
6K
Value
$743.47K
American Express Company
AXP
Shares Held
6K
Value
$1.77M
Visa Inc.
V
Shares Held
6K
Value
$1.82M
LPL Financial Holdings Inc.
LPLA
Shares Held
6K
Value
$1.86M
United Parcel Service, Inc.
UPS
Shares Held
6K
Value
$717.16K