TrinityPoint Wealth, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 7, 2024
Value $
$696M
Signature - Title
Andy Armstrong - CCO
Location
Milford, CT
Summary
This page shows a list of all the recent 13F filings made by TrinityPoint Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TrinityPoint Wealth, LLC reported 330 stock holdings with total value $696M as of Q3 2024. Top holdings included AAPL, SCHD, GOOG, MSFT, and AMZN.
Holdings Value