Stock Taper

TRINITYPOINT WEALTH, LLC

Latest 13F filing data - Q4 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Comcast CorporationCMCSA5.57K$209.03K
The Goldman Sachs Group, Inc.GS5.57K$3.19M
Phillips 66PSX5.52K$628.92K
Altria Group, Inc.MO5.4K$282.31K
Tesla, Inc.TSLA5.37K$2.17M
Union Pacific CorporationUNP5.26K$1.2M
Robert Half Inc.RHI5.01K$353.17K
American Water Works Company, Inc.AWK4.88K$607.37K
Paychex, Inc.PAYX4.83K$677.53K
KKR & Co. Inc.KKR4.82K$712.19K
Elevance Health Inc.ELV4.77K$1.76M
UnitedHealth Group IncorporatedUNH4.73K$2.39M
Arthur J. Gallagher & Co.AJG4.47K$1.27M
Accenture plcACN4.32K$1.52M
PayPal Holdings, Inc.PYPL4.31K$367.94K
Illinois Tool Works Inc.ITW4.25K$1.08M
Thermo Fisher Scientific Inc.TMO4.24K$2.21M
Snap-on IncorporatedSNA4.16K$1.41M
Zions Bancorporation, National AssociationZION4K$216.87K
Broadridge Financial Solutions, Inc.BR3.94K$890.63K