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May 2, 2023
TrinityPoint Wealth LLC increased its position in shares of AbbVie Inc. (NYSE:ABBV – Get Rating) by 0.6% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 58,928 shares of the company’s stock after buying an additional 367 shares during the quarter. AbbVie comprises approximately […]
May 2, 2023
TrinityPoint Wealth LLC reduced its stake in shares of NVIDIA Co. (NASDAQ:NVDA – Get Rating) by 13.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 18,921 shares of the computer hardware maker’s stock after selling 2,817 shares during the quarter. TrinityPoint Wealth […]
May 2, 2023
TrinityPoint Wealth LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 19.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 15,212 shares of the exchange traded fund’s stock after purchasing an additional […]
May 2, 2023
TrinityPoint Wealth LLC grew its holdings in Walmart Inc. (NYSE:WMT – Get Rating) by 39.1% in the 4th quarter, HoldingsChannel.com reports. The fund owned 18,112 shares of the retailer’s stock after purchasing an additional 5,095 shares during the quarter. TrinityPoint Wealth LLC’s holdings in Walmart were worth $2,568,000 as of its most recent SEC filing. […]
May 2, 2023
TrinityPoint Wealth LLC grew its holdings in shares of Diamondback Energy, Inc. (NASDAQ:FANG – Get Rating) by 1.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 10,089 shares of the oil and natural gas company’s stock after purchasing an additional 114 shares during […]
May 2, 2023
TrinityPoint Wealth LLC decreased its holdings in shares of iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Get Rating) by 1.0% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 29,943 shares of the company’s stock after selling 301 shares during the period. TrinityPoint Wealth LLC’s holdings in […]
May 2, 2023
TrinityPoint Wealth LLC purchased a new stake in Elevance Health, Inc. (NYSE:ELV – Get Rating) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 4,866 shares of the company’s stock, valued at approximately $2,496,000. Other institutional investors and hedge funds have also modified […]
May 2, 2023
TrinityPoint Wealth LLC lowered its holdings in iShares Gold Trust (NYSEARCA:IAU – Get Rating) by 60.0% during the fourth quarter, Holdings Channel.com reports. The firm owned 43,560 shares of the exchange traded fund’s stock after selling 65,373 shares during the period. TrinityPoint Wealth LLC’s holdings in iShares Gold Trust were worth $1,507,000 at the end […]
May 2, 2023
TrinityPoint Wealth LLC lowered its stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Get Rating) by 0.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 254,960 shares of the company’s stock after selling 1,292 shares during the quarter. […]
May 2, 2023
TrinityPoint Wealth LLC increased its holdings in Raytheon Technologies Co. (NYSE:RTX – Get Rating) by 34.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 32,363 shares of the company’s stock after purchasing an additional 8,274 shares during the quarter. TrinityPoint Wealth LLC’s […]