Notify me when TrinityPoint Wealth, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 334 | $711,715,243 | +$76,815,989 | -$28,821,476 | +$47,994,513 | AAPL, GOOG, SCHD, MSFT, AMZN | 13F-HR | 14 Feb 2025, 11:59 |
| Q3 2024 | 330 | $695,588,153 | +$53,032,895 | -$24,824,885 | +$28,208,010 | AAPL, SCHD, GOOG, MSFT, AMZN | 13F-HR | 07 Nov 2024, 12:26 |
| Q2 2024 | 309 | $639,619,936 | +$56,550,434 | -$21,625,942 | +$34,924,492 | AAPL, GOOG, MSFT, SCHD, AMZN | 13F-HR | 30 Jul 2024, 16:14 |
| Q1 2024 | 308 | $604,375,845 | +$49,605,415 | -$37,105,066 | +$12,500,349 | AAPL, MSFT, GOOG, SCHD, AMZN | 13F-HR | 08 May 2024, 10:28 |
| Q4 2023 | 297 | $552,190,032 | +$33,399,177 | -$32,390,270 | +$1,008,907 | AAPL, GOOG, MSFT, SCHD, AMZN | Restatement | 14 Feb 2024, 11:09 |
| Q3 2023 | 301 | $502,162,319 | +$29,250,844 | -$20,606,433 | +$8,644,411 | AAPL, GOOG, MSFT, SCHD, SCHB | 13F-HR | 08 Nov 2023, 15:17 |
| Q2 2023 | 279 | $512,473,094 | +$39,683,235 | -$9,041,405 | +$30,641,830 | AAPL, GOOG, MSFT, SCHD, SCHB | 13F-HR | 07 Aug 2023, 15:10 |
| Q1 2023 | 272 | $466,826,128 | +$26,821,779 | -$13,013,019 | +$13,808,760 | AAPL, GOOG, MSFT, SCHD, SCHB | 13F-HR | 04 May 2023, 11:21 |
| Q4 2022 | 279 | $439,274,118 | +$26,766,082 | -$33,694,255 | -$6,928,173 | AAPL, GOOG, MSFT, SCHD, SCHB | 13F-HR | 07 Feb 2023, 15:06 |
| Q3 2022 | 278 | $437,445,000 | +$69,144,326 | -$22,593,926 | +$46,550,400 | AAPL, GOOG, MSFT, INFL, AMZN | 13F-HR | 09 Nov 2022, 10:33 |
| Q2 2022 | 277 | $450,824,696 | +$40,437,301 | -$23,678,024 | +$16,759,277 | AAPL, GOOG, MSFT, INFL, SCHB | 13F-HR | 05 Aug 2022, 14:25 |
| Q1 2022 | 308 | $550,476,720 | +$64,993,594 | -$28,100,254 | +$36,893,340 | AAPL, GOOG, AMZN, MSFT, SCHB | 13F-HR | 13 May 2022, 10:20 |
| Q4 2021 | 304 | $561,733,575 | +$32,085,339 | -$16,173,522 | +$15,911,817 | AAPL, AMZN, GOOG, MSFT, PYPL | 13F-HR | 11 Feb 2022, 11:22 |
| Q3 2021 | 303 | $522,723,000 | +$55,824,326 | -$15,359,708 | +$40,464,618 | AAPL, AMZN, PYPL, GOOG, MSFT | 13F-HR | 12 Nov 2021, 09:30 |
| Q2 2021 | 264 | $489,153,000 | +$50,595,035 | -$22,150,566 | +$28,444,469 | AAPL, PYPL, AMZN, GOOG, MSFT | 13F-HR | 13 Aug 2021, 13:12 |
| Q1 2021 | 240 | $429,401,000 | +$35,799,639 | -$27,833,893 | +$7,965,746 | AAPL, PYPL, AMZN, GOOG, MSFT | 13F-HR | 11 May 2021, 10:14 |
| Q4 2020 | 222 | $409,747,000 | +$41,988,590 | -$19,839,187 | +$22,149,403 | AAPL, AMZN, PYPL, GOOG, MSFT | 13F-HR | 10 Feb 2021, 12:29 |
| Q3 2020 | 215 | $359,986,000 | +$60,739,628 | -$19,088,249 | +$41,651,379 | AAPL, AMZN, PYPL, MSFT, GOOG | 13F-HR | 13 Nov 2020, 12:45 |
| Q2 2020 | 206 | $316,005,000 | +$33,756,971 | -$21,000,099 | +$12,756,872 | AAPL, AMZN, PYPL, MSFT, GOOG | 13F-HR | 13 Aug 2020, 07:40 |
| Q1 2020 | 192 | $252,492,000 | +$40,777,634 | -$20,503,595 | +$20,274,039 | AAPL, AMZN, MSFT, PYPL, GOOG | 13F-HR | 05 May 2020, 12:14 |
| Q4 2019 | 210 | $296,305,000 | +$8,423,275 | -$9,427,871 | -$1,004,596 | AAPL, AMZN, SCHB, GOOG, MSFT | 13F-HR | 06 Feb 2020, 10:43 |
| Q3 2019 | 201 | $279,370,000 | +$79,685,945 | -$2,029,999 | +$77,655,946 | AAPL, AMZN, SCHB, GOOG, MSFT | 13F-HR | 07 Nov 2019, 11:01 |
| Q2 2019 | 170 | $208,608,000 | +$15,662,200 | -$10,556,278 | +$5,105,922 | AMZN, AAPL, PYPL, GOOG, MSFT | 13F-HR | 06 Aug 2019, 15:49 |
| Q1 2019 | 181 | $203,466,000 | +$33,748,686 | -$6,029,049 | +$27,719,637 | AAPL, GOOG, AMZN, PYPL, MSFT | 13F-HR | 07 May 2019, 11:31 |
| Q4 2018 | 167 | $162,808,000 | $0 | AAPL, AMZN, GOOG, PYPL, MSFT | 13F-HR | 11 Feb 2019, 15:03 |