TrinityPoint Wealth, LLC - Portfolio overview

TrinityPoint Wealth, LLC has 334 reported holdings in this dataset, with the latest filing dated 2025-02-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 5.32%
2. GOOG - ALPHABET INC, 4.05%
3. SCHD - SCHWAB STRATEGIC TR, 3.66%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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