Stock Taper

TRINITYPOINT WEALTH, LLC

Latest 13F filing data - Q4 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Bristol-Myers Squibb CompanyBMY7.95K$449.52K
Palantir Technologies Inc.PLTR7.86K$594.6K
The Walt Disney CompanyDIS7.56K$842.17K
Citigroup Inc.C7.4K$520.68K
Oracle CorporationORCL7.36K$1.23M
Lowe's Companies, Inc.LOW7.24K$1.79M
The Procter & Gamble CompanyPG7.04K$1.18M
Atmos Energy CorporationATO6.97K$971.22K
Republic Services, Inc.RSG6.87K$1.38M
CVS Health Corp.CVS6.83K$306.75K
International Business Machines CorporationIBM6.54K$1.44M
Eaton Corporation plcETN6.46K$2.14M
Quanta Services, Inc.PWR6.43K$2.03M
Automatic Data Processing, Inc.ADP6.32K$1.85M
Microchip Technology IncorporatedMCHP6.07K$348.09K
EOG Resources, Inc.EOG6.07K$743.47K
American Express CompanyAXP5.96K$1.77M
Visa Inc.V5.76K$1.82M
LPL Financial Holdings Inc.LPLA5.69K$1.86M
United Parcel Service, Inc.UPS5.69K$717.16K