Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRINITYPOINT WEALTH LLC | 02-08-2024 | 12-31-2023 | 297 | 552,190,032 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| QUANTA SVCS INC | COM | 101 | $1,615,479 | 7,486 | 0.00 | 0.00 | -174 | -2.27 | 12-31-2023 |
| CISCO SYS INC | COM | 102 | $1,591,719 | 31,507 | 0.00 | 0.00 | -4,013 | -11.30 | 12-31-2023 |
| CHEVRON CORP NEW | COM | 103 | $1,587,925 | 10,646 | 0.00 | 0.00 | 680 | 6.82 | 12-31-2023 |
| LOWES COS INC | COM | 104 | $1,532,716 | 6,887 | 0.00 | 0.00 | 101 | 1.49 | 12-31-2023 |
