Stock Taper

TRINITYPOINT WEALTH, LLC

Latest 13F filing data - Q4 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Citigroup Inc.C7.4K$520.68K
The Walt Disney CompanyDIS7.56K$842.17K
Palantir Technologies Inc.PLTR7.86K$594.6K
Bristol-Myers Squibb CompanyBMY7.95K$449.52K
Applied Materials, Inc.AMAT8.01K$1.3M
Salesforce, Inc.CRM8.09K$2.71M
Mastercard IncorporatedMA8.1K$4.27M
CSX CorporationCSX8.46K$272.98K
McCormick & Company, IncorporatedMKC8.51K$648.74K
McDonald's CorporationMCD8.53K$2.47M
Chubb LimitedCB8.83K$2.44M
Amgen Inc.AMGN8.85K$2.31M
WESCO International, Inc.WCC9.05K$1.64M
Public Service Enterprise Group IncorporatedPEG9.08K$767.42K
GE AerospaceGE9.17K$1.53M
Nasdaq, Inc.NDAQ9.19K$710.29K
International Paper CompanyIP9.34K$502.61K
Enterprise Products Partners L.P.EPD9.48K$297.41K
Berkshire Hathaway Inc.BRK-B9.56K$4.33M
W. R. Berkley CorporationWRB9.91K$579.79K