TrinityPoint Wealth, LLC — 13F holdings

TrinityPoint Wealth, LLC reported 335 holdings worth $712M in its 13F filing for Q4 2024, filed February 14, 2025.

Largest positions

1. AAPL APPLE INC — $37.8M (5.3%)
2. GOOG ALPHABET INC — $28.8M (4.0%)
3. SCHD SCHWAB STRATEGIC TR — $26.1M (3.7%)
4. MSFT MICROSOFT CORP — $24.9M (3.5%)
5. AMZN AMAZON COM INC — $22.2M (3.1%)
6. SCHB SCHWAB STRATEGIC TR — $18.2M (2.6%)
7. NVDA NVIDIA CORPORATION — $18.0M (2.5%)
8. SPGP INVESCO EXCHANGE TRADED FD T — $17.1M (2.4%)
9. ABBV ABBVIE INC — $10.3M (1.5%)
10. GOOGL ALPHABET INC — $9.70M (1.4%)