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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Trinity Wealth Management, LLC

Quarter ended Q1 2023 · Filed January 24, 2023 · Accession 0001085146-23-000319

Total Value
$140.5M
Positions
41
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (41)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78464A649497,296$12.5M8.89%
2ISHARES TR46432F370102,664$11.7M8.31%
3ISHARES TR46432F339102,043$11.6M8.28%
4ISHARES TR46432F39678,778$11.5M8.18%
5INVESCO QQQ TRIVZ43,043$11.5M8.16%
6ISHARES TR46429B697139,988$10.1M7.18%
7ISHARES TR46432F834135,432$7.8M5.58%
8WISDOMTREE TRWT203,539$7.3M5.16%
9ISHARES TR46435G672140,991$6.7M4.77%
10ISHARES TR46429B66352,296$5.5M3.88%
11ISHARES TR46428841439,402$4.2M2.96%
12ISHARES TR46436E882168,311$4.2M2.96%
13FIRST TR EXCHNG TRADED FD VI33740U703210,271$4.1M2.94%
14FIRST TR EXCHNG TRADED FD VI33740U760223,514$4.1M2.94%
15SPDR SER TR78464A85473,024$3.3M2.34%
16FIRST TR EXCHANGE TRADED FD33734X127136,430$2.3M1.66%
17JOHNSON & JOHNSONJNJ12,253$2.2M1.54%
18SPDR SER TR78464A80545,107$2.1M1.52%
19INVESCO ACTVELY MNGD ETC FDIVZ135,677$2.0M1.43%
20ISHARES TR46428815816,974$1.8M1.26%
21SPDR INDEX SHS FDS78463X88956,280$1.7M1.19%
22INVESCO EXCH TRADED FD TR IIIVZ21,404$1.4M0.97%
23INVESCO EXCHANGE TRADED FD TIVZ7,809$1.1M0.79%
24INVESCO EXCHANGE TRADED FD TIVZ14,113$1.1M0.78%
25SPDR SER TR78468R85329,476$1.1M0.78%
26APPLE INCAAPL6,842$888,9830.63%
27MICROSOFT CORPMSFT3,570$856,1570.61%
28ISHARES TR4642872002,191$841,8040.60%
29ISHARES TR46434V61318,514$831,8340.59%
30HUBBELL INCHUBB3,513$824,3250.59%
31ISHARES TR46429B26728,369$644,5440.46%
32ISHARES TR46436E87422,880$545,6880.39%
33SPDR INDEX SHS FDS78463X50912,372$407,7810.29%
34INVESCO EXCHANGE TRADED FD TIVZ4,119$292,6550.21%
35PFIZER INCPFE5,410$277,2080.20%
36INVESCO EXCH TRADED FD TR IIIVZ2,350$257,3960.18%
37HOME DEPOT INCHD765$241,6330.17%
38ISHARES TR4642885882,558$237,2550.17%
39INTERNATIONAL BUSINESS MACHSINTR1,644$231,5820.16%
40PARKER-HANNIFIN CORPPH740$215,3400.15%
41FIRST TR EXCHANGE TRAD FD VI33739H1018,488$207,8710.15%