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Value $
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$696M
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Signature - Title
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Andy Armstrong - CCO
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Location
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Milford, CT
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Summary
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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.