Trinity Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 24, 2025
Value $
$221M
Signature - Title
J. Charles Mann - Chief Compliance Officer
Location
Berwyn, PA
Summary
This page shows a list of all the recent 13F filings made by Trinity Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Trinity Wealth Management, LLC reported 56 stock holdings with total value $221M as of Q4 2024. Top holdings included SPAB, QQQ, QUAL, MTUM, and SIZE.
Holdings Value