SEC Form 13F

TrinityPoint Wealth, LLC 13F Holdings

Report period2024-12-31
Publicly available2025-02-15
Reported value$711,717,007
Positions335

Largest disclosed positions

IssuerTickerClassReported valueReported amount
APPLE INCAAPLCOM$37,837,410151,096
ALPHABET INCGOOGCAP STK CL C$28,810,975151,286
SCHWAB STRATEGIC TRSCHDUS DIVIDEND EQ$26,058,407953,822
MICROSOFT CORPMSFTCOM$24,880,29259,028
AMAZON COM INCAMZNCOM$22,222,671101,293
SCHWAB STRATEGIC TRSCHBUS BRD MKT ETF$18,151,040799,605
NVIDIA CORPORATIONNVDACOM$18,005,198134,077
INVESCO EXCHANGE TRADED FD TSPGPS&P 500 GARP ETF$17,099,323163,037
ABBVIE INCABBVCOM$10,336,64358,169
ALPHABET INCGOOGLCAP STK CL A$9,704,76451,267

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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