TrinityPoint Wealth, LLC

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
Jerilyn Shannon - Chief Compliance Officer
Location
Milford, CT
Holdings as of
31 Dec 2024
Value $
$712M
Num holdings
334
Date filed
14 Feb 2025, 11:59
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AAPL, GOOG, SCHD, MSFT, and AMZN.
Previous filing
Q3 2024 - 07 Nov 2024
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2024 Q4 compared to 2024 Q3 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Jerilyn Shannon Chief Compliance Officer Milford, Connecticut 14 Feb 2025

Other Included Managers (1):

Num Name Location File Number
1 GeoWealth Management, LLC Chicago, IL 028-16841