Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

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

TrinityPoint Wealth, LLC

Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001085146-25-001498

Total Value
$711.7M
Positions
335
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (335)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL151,096$37.8M5.32%
2ALPHABET INCGOOG151,286$28.8M4.05%
3SCHWAB STRATEGIC TR808524797953,822$26.1M3.66%
4MICROSOFT CORPMSFT59,028$24.9M3.50%
5AMAZON COM INCAMZN101,293$22.2M3.12%
6SCHWAB STRATEGIC TR808524102799,605$18.2M2.55%
7NVIDIA CORPORATIONNVDA134,077$18.0M2.53%
8INVESCO EXCHANGE TRADED FD TIVZ163,037$17.1M2.40%
9ABBVIE INCABBV58,169$10.3M1.45%
10ALPHABET INCGOOG51,267$9.7M1.36%
11SELECT SECTOR SPDR TR81369Y80339,950$9.3M1.31%
12HONEYWELL INTL INC43851610639,551$8.9M1.26%
13JPMORGAN CHASE & CO.VYLD36,756$8.8M1.24%
14ISHARES TR46428787979,920$8.7M1.22%
15SELECT SECTOR SPDR TR81369Y605172,066$8.3M1.17%
16SELECT SECTOR SPDR TR81369Y20957,682$7.9M1.11%
17VANGUARD INTL EQUITY INDEX F922042866111,565$7.9M1.11%
18META PLATFORMS INCMETA12,793$7.5M1.05%
19MARVELL TECHNOLOGY INCMRVL61,701$6.8M0.96%
20ISHARES TR46434V621109,991$6.7M0.95%
21LOCKHEED MARTIN CORPLMT13,725$6.7M0.94%
22VANGUARD INTL EQUITY INDEX F922042775115,446$6.6M0.93%
23JOHNSON & JOHNSONJNJ45,697$6.6M0.93%
24ZOETIS INCZTS37,239$6.1M0.85%
25WALMART INCWMT66,708$6.0M0.85%
26J P MORGAN EXCHANGE TRADED F46641Q332104,380$6.0M0.84%
27CAPITAL ONE FINL CORP14040H10530,177$5.4M0.76%
28PFIZER INCPFE200,195$5.3M0.75%
29ISHARES TR46434V456141,513$5.3M0.74%
30MICRON TECHNOLOGY INCMU62,092$5.2M0.73%
31ISHARES TR46428866141,289$4.8M0.67%
32T-MOBILE US INCTMUSZ21,572$4.8M0.67%
33EXXON MOBIL CORPXOM43,165$4.6M0.65%
34VANGUARD INDEX FDS92290862917,576$4.6M0.65%
35RTX CORPORATIONRTX39,517$4.6M0.64%
36HOME DEPOT INCHD11,338$4.4M0.62%
37BERKSHIRE HATHAWAY INC DELBRK-A9,560$4.3M0.61%
38MASTERCARD INCORPORATEDMA8,101$4.3M0.60%
39SELECT SECTOR SPDR TR81369Y40718,904$4.2M0.60%
40SELECT SECTOR SPDR TR81369Y85242,194$4.1M0.57%
41MERCK & CO INCMRK40,710$4.0M0.57%
42CARNIVAL CORPCUKPF159,793$4.0M0.56%
43SPDR INDEX SHS FDS78463X47562,389$4.0M0.56%
44SPDR S&P 500 ETF TRSPY6,717$3.9M0.55%
45SELECT SECTOR SPDR TR81369Y30849,958$3.9M0.55%
46INVESCO EXCH TRD SLF IDX FDIVZ200,081$3.9M0.55%
47ISHARES GOLD TRIAU76,359$3.8M0.53%
48GILEAD SCIENCES INCGILD40,719$3.8M0.53%
49PALO ALTO NETWORKS INCPANW20,382$3.7M0.52%
50MEDTRONIC PLCMDT45,962$3.7M0.52%
51VANGUARD SCOTTSDALE FDS92206C40946,636$3.6M0.51%
52ISHARES TR46428780431,014$3.6M0.50%
53PIMCO ETF TR72201R585136,566$3.5M0.50%
54PRUDENTIAL FINL INCPUKPF29,611$3.5M0.49%
55BROADCOM INCAVGO14,883$3.5M0.48%
56ISHARES TR46428744035,805$3.3M0.47%
57JACOBS SOLUTIONS INCJ24,660$3.3M0.46%
58FEDEX CORPFDX11,694$3.3M0.46%
59GOLDMAN SACHS GROUP INCGSCE5,569$3.2M0.45%
60QUALCOMM INCQCOM20,358$3.1M0.44%
61ISHARES TR46428717627,975$3.0M0.42%
62TEXAS INSTRS INC88250810415,155$2.8M0.40%
63BLACKSTONE INCBX15,896$2.7M0.39%
64ISHARES TR46428784618,946$2.7M0.38%
65SALESFORCE INCCRM8,092$2.7M0.38%
66ABBOTT LABSABLZF23,693$2.7M0.38%
67ISHARES TR46428743229,061$2.5M0.36%
68FIDELITY COVINGTON TRUST31609260038,785$2.5M0.36%
69MCDONALDS CORPMCD8,531$2.5M0.35%
70CHUBB LIMITEDCB8,834$2.4M0.34%
71TJX COS INC NEW87254010920,025$2.4M0.34%
72UNITEDHEALTH GROUP INCUNH4,733$2.4M0.34%
73UNITED RENTALS INCURI3,320$2.3M0.33%
74AMGEN INCAMGN8,846$2.3M0.32%
75INVESCO QQQ TRIVZ4,419$2.3M0.32%
76THERMO FISHER SCIENTIFIC INCTMO4,242$2.2M0.31%
77TESLA INCTSLA5,374$2.2M0.30%
78EATON CORP PLCETN6,458$2.1M0.30%
79ISHARES INC46434G82231,599$2.1M0.30%
80ISHARES TR46428879414,652$2.1M0.30%
81SCHWAB STRATEGIC TR80852487078,822$2.0M0.29%
82QUANTA SVCS INC74762E1026,433$2.0M0.29%
83COSTCO WHSL CORP NEW22160K1052,217$2.0M0.29%
843M COMMM15,411$2.0M0.28%
85PEPSICO INCPEP12,895$2.0M0.28%
86CARDINAL HEALTH INCCAH16,496$2.0M0.27%
87ISHARES TR46428750730,277$1.9M0.27%
88VANGUARD SCOTTSDALE FDS92206C87023,330$1.9M0.26%
89LPL FINL HLDGS INC50212V1005,689$1.9M0.26%
90AUTOMATIC DATA PROCESSING INADP6,323$1.9M0.26%
91INVESCO EXCH TRD SLF IDX FDIVZ91,817$1.8M0.26%
92VISA INCV5,761$1.8M0.26%
93NEXTERA ENERGY INCNEE-PW25,338$1.8M0.26%
94LOWES COS INC5486611077,237$1.8M0.25%
95PHILIP MORRIS INTL INC71817210914,831$1.8M0.25%
96SPDR SER TR78464A87019,701$1.8M0.25%
97GOLDMAN SACHS ETF TRNVGLF34,551$1.8M0.25%
98AMERICAN EXPRESS COAXP5,961$1.8M0.25%
99ELEVANCE HEALTH INCELV4,771$1.8M0.25%
100BLACKROCK INCBLK1,641$1.7M0.24%
101KENVUE INCKVUE77,561$1.7M0.23%
102WESCO INTL INC95082P1059,052$1.6M0.23%
103BANK AMERICA CORP06050510437,137$1.6M0.23%
104SPDR GOLD TRGLD6,670$1.6M0.23%
105CHEVRON CORP NEWCVX11,114$1.6M0.23%
106HALLIBURTON COHAL57,624$1.6M0.22%
107NOVO-NORDISK A SNONOF17,918$1.5M0.22%
108GEN DIGITAL INCGENVR56,058$1.5M0.22%
109GE AEROSPACE3696043019,170$1.5M0.21%
110ACCENTURE PLC IRELANDACN4,324$1.5M0.21%
111AMPHENOL CORP NEW03209510121,478$1.5M0.21%
112MOTOROLA SOLUTIONS INCMSI3,225$1.5M0.21%
113INCYTE CORPINCY21,355$1.5M0.21%
114SOLVENTUM CORPSOLV22,064$1.5M0.20%
115WELLTOWER INCWELL11,404$1.4M0.20%
116INTERNATIONAL BUSINESS MACHSINTR6,536$1.4M0.20%
117CARLISLE COS INC1423391003,847$1.4M0.20%
118SNAP ON INCSNA4,164$1.4M0.20%
119ISHARES TR4642872002,382$1.4M0.20%
120TRANE TECHNOLOGIES PLCTT3,760$1.4M0.20%
121BIOHAVEN LTDBHVN37,095$1.4M0.19%
122REPUBLIC SVCS INC7607591006,866$1.4M0.19%
123ADVANCED MICRO DEVICES INCAMD11,401$1.4M0.19%
124SELECT SECTOR SPDR TR81369Y70410,101$1.3M0.19%
125VERIZON COMMUNICATIONS INCVZ33,196$1.3M0.19%
126ISHARES TR46434V73824,470$1.3M0.19%
127APPLIED MATLS INC0382221058,012$1.3M0.18%
128LISTED FD TR53656F62333,890$1.3M0.18%
129SOUTHERN COSOMN15,617$1.3M0.18%
130SPDR SER TR78468R10143,770$1.3M0.18%
131GALLAGHER ARTHUR J & CO3635761094,470$1.3M0.18%
132DEVON ENERGY CORP NEW25179M10338,740$1.3M0.18%
133CISCO SYS INCCSCO21,363$1.3M0.18%
134ELI LILLY & COLLY1,611$1.2M0.17%
135ISHARES TR46428745715,118$1.2M0.17%
136AMENTUM HOLDINGS INCAMTM58,726$1.2M0.17%
137ISHARES INC46434G76422,222$1.2M0.17%
138ORACLE CORPORCL-PD7,355$1.2M0.17%
139NRG ENERGY INCNRG13,447$1.2M0.17%
140DUKE ENERGY CORP NEWDUKB11,252$1.2M0.17%
141UNION PAC CORPUNP5,262$1.2M0.17%
142SCHWAB STRATEGIC TR80852464946,651$1.2M0.17%
143PROCTER AND GAMBLE CO7427181097,042$1.2M0.17%
144VANGUARD INDEX FDS9229087694,059$1.2M0.17%
145LAM RESEARCH CORPLRCX15,722$1.1M0.16%
146VICTORY PORTFOLIOS II92647P12628,098$1.1M0.16%
147JANUS DETROIT STR TR47103U85225,194$1.1M0.16%
148ILLINOIS TOOL WKS INC4523081094,245$1.1M0.15%
149DIREXION SHS ETF TR25460E30737,993$1.1M0.15%
150AMERIPRISE FINL INC03076C1062,015$1.1M0.15%
151TRACTOR SUPPLY COTSCO20,203$1.1M0.15%
152BOSTON SCIENTIFIC CORPBSX11,920$1.1M0.15%
153WEC ENERGY GROUP INCWEC10,935$1.0M0.14%
154VANGUARD INDEX FDS9229087446,037$1.0M0.14%
155CONSOLIDATED EDISON INCED11,395$1.0M0.14%
156WATSCO INCWSO-B2,143$1.0M0.14%
157STRYKER CORPORATIONSYK2,819$1.0M0.14%
158BLACKROCK MUNIYIELD QUALITYBLK91,560$1.0M0.14%
159ISHARES TR4642875159,840$985,1810.14%
160INVESCO EXCHANGE TRADED FD TIVZ5,612$983,3910.14%
161ATMOS ENERGY CORPATO6,974$971,2220.14%
162SPDR SER TR78464A30010,792$941,5670.13%
163SPDR S&P MIDCAP 400 ETF TRMDY1,613$918,5430.13%
164SPDR SER TR78464A40910,372$911,7110.13%
165FIRST TR EXCHANGE TRADED FD33734X84614,311$908,0450.13%
166GITLAB INCGTLB16,110$907,7990.13%
167BROADRIDGE FINL SOLUTIONS IN11133T1033,939$890,6310.13%
168ISHARES TR4642877215,542$884,0780.12%
169FASTENAL COFAST12,215$878,4140.12%
170S&P GLOBAL INCSPGI1,737$864,9200.12%
171CASEYS GEN STORES INC1475281032,167$858,5250.12%
172DISNEY WALT CO2546871067,563$842,1670.12%
173NIKE INCNKE10,906$825,2210.12%
174MARSH & MCLENNAN COS INC5717481023,854$818,6240.12%
175INTUITINTU1,281$805,3130.11%
176VANGUARD INDEX FDS9229086524,213$800,4250.11%
177CORTEVA INCCTVA13,914$792,5440.11%
178SHELL PLCRYDAF12,574$787,7910.11%
179SHERWIN WILLIAMS COSHW2,261$768,5580.11%
180VANGUARD INDEX FDS9229083631,426$768,0910.11%
181PUBLIC SVC ENTERPRISE GRP IN7445731069,083$767,4230.11%
182ISHARES TR4642875565,676$750,4830.11%
183FIDELITY COVINGTON TRUST3160928084,056$749,8500.11%
184EOG RES INCEOG6,065$743,4700.10%
185VANGUARD WORLD FD92204A7021,167$725,6410.10%
186UNITED PARCEL SERVICE INCUPS5,687$717,1580.10%
187ISHARES TR4642873097,051$715,8450.10%
188INTUITIVE SURGICAL INCISRG1,371$715,6070.10%
189KKR & CO INCKKRT4,815$712,1870.10%
190NASDAQ INCNDAQ9,188$710,2930.10%
191SCHWAB STRATEGIC TR80852486229,369$706,6230.10%
192CINTAS CORPCTAS3,822$698,2570.10%
193EQUINIX INCEQIX735$692,6860.10%
194ISHARES TR4642876141,710$686,8020.10%
195PAYCHEX INCPAYX4,832$677,5350.10%
196ISHARES TR4642886536,791$676,0070.09%
197INVESCO EXCHANGE TRADED FD TIVZ22,894$670,7890.09%
198PROSHARES TR74347B6078,533$667,0130.09%
199L3HARRIS TECHNOLOGIES INCLHX3,168$666,2340.09%
200SPDR SER TR78464A50812,978$663,6750.09%
201COHEN & STEERS INFRASTRUCTUR19248A10927,546$662,2020.09%
202COCA COLA COKO10,597$659,7790.09%
203MCCORMICK & CO INCMKC-V8,509$648,7360.09%
204DISCOVER FINL SVCS2547091083,655$633,1900.09%
205MONDELEZ INTL INC60920710510,550$630,1590.09%
206ISHARES TR46428986710,985$629,6820.09%
207PHILLIPS 66PSX5,520$628,9160.09%
208WASTE MGMT INC DEL94106L1093,108$627,0630.09%
209ISHARES U S ETF TR46431W7056,759$626,8580.09%
210AMERICAN WTR WKS CO INC NEW0304201034,879$607,3730.09%
211ENBRIDGE INCENNPF14,285$606,1220.09%
212PALANTIR TECHNOLOGIES INCPLTR7,862$594,6030.08%
213VANGUARD INDEX FDS9229087361,421$583,3060.08%
214BERKLEY W R CORPWRB-PH9,907$579,7860.08%
215VANGUARD SPECIALIZED FUNDS9219088442,944$576,4950.08%
216STERIS PLCSTE2,796$574,7970.08%
217VANGUARD INDEX FDS9229086112,890$572,7520.08%
218HENRY JACK & ASSOC INC4262811013,243$568,5520.08%
219BECTON DICKINSON & COBDX2,461$558,2830.08%
220CATERPILLAR INCCAT1,537$557,5530.08%
221GENERAL DYNAMICS CORPGD2,096$552,2670.08%
222CITIGROUP INCC-PR7,397$520,6800.07%
223POOL CORPPOOL1,497$510,3460.07%
224INTERNATIONAL PAPER CO4601461039,339$502,6110.07%
225VANGUARD INDEX FDS9229087512,062$495,4430.07%
226US BANCORP DELUSB-PS10,355$495,2970.07%
227ENERGY TRANSFER L PET-PI25,194$493,5430.07%
228JANUS DETROIT STR TR47103U7539,597$471,7890.07%
229PROSHARES TR74347X6335,484$468,6630.07%
230INVESCO EXCH TRD SLF IDX FDIVZ24,067$467,6230.07%
231SPDR SER TR78464A28418,208$465,7680.07%
232NUVEEN AMT FREE QLTY MUN INCNU40,602$457,9850.06%
233ISHARES TR46429B6634,070$456,9110.06%
234SCHWAB STRATEGIC TR80852440917,497$456,1550.06%
235BRISTOL-MYERS SQUIBB COCELG-RI7,948$449,5160.06%
236ASML HOLDING N VASMLF631$437,4770.06%
237ADOBE INCADBE967$430,0520.06%
238ISHARES TR4642875982,315$428,5410.06%
239ISHARES TR46432F8426,085$427,6310.06%
240PROLOGIS INC.PLDGP3,930$415,3600.06%
241GRANITESHARES GOLD TRBAR15,812$409,3730.06%
242VICTORY PORTFOLIOS II92647X79815,720$405,2710.06%
243ESSENTIAL UTILS INC29670G10210,963$398,1930.06%
244TAIWAN SEMICONDUCTOR MFG LTD8740391001,949$384,9080.05%
245FIDELITY COVINGTON TRUST31609A30510,766$380,7030.05%
246ISHARES TR46429B7473,761$378,3600.05%
247ISHARES TR4642874081,978$377,5610.05%
248LISTED FD TR53656G20913,539$375,7220.05%
249ISHARES TR4642874732,904$375,6030.05%
250PAYPAL HLDGS INCPYPL4,311$367,9440.05%
251ROBERT HALF INC.RHI5,012$353,1710.05%
252CONOCOPHILLIPSCOP3,520$349,1030.05%
253MICROCHIP TECHNOLOGY INC.MCHPP6,070$348,0920.05%
254DANAHER CORPORATION2358511021,478$339,2750.05%
255APOLLO GLOBAL MGMT INC03769M1062,042$337,2180.05%
256IRON MTN INC DEL46284V1013,194$335,7490.05%
257ISHARES TR4642872263,342$323,8650.05%
258SPDR SER TR78464A8621,295$321,8130.05%
259TRAVELERS COMPANIES INCTRV1,318$317,4570.04%
260EMCOR GROUP INCEME690$313,1910.04%
261STARBUCKS CORPSBUX3,421$312,1240.04%
262GODADDY INCGDDY1,579$311,6470.04%
263SCHWAB STRATEGIC TR80852450811,163$309,3140.04%
264EMERSON ELEC COEMR2,492$308,8810.04%
265VANGUARD TAX-MANAGED FDS9219438586,454$308,6300.04%
266AFLAC INCAFL2,980$308,2750.04%
267CVS HEALTH CORPCVS6,833$306,7480.04%
268NETFLIX INCNFLX343$305,5560.04%
269MONOLITHIC PWR SYS INC609839105513$303,3910.04%
270SELECT SECTOR SPDR TR81369Y5063,492$299,1000.04%
271ISHARES TR4642887602,056$298,8610.04%
272ENTERPRISE PRODS PARTNERS L2937921079,484$297,4120.04%
273LEIDOS HOLDINGS INCLDOS2,053$295,7550.04%
274HEICO CORP NEWHEI-A1,211$287,9640.04%
275SSGA ACTIVE ETF TR78467V10310,587$286,0490.04%
276EVEREST GROUP LTDEG789$285,9810.04%
277SPDR SER TR78464A7632,160$285,3580.04%
278ERIE INDTY CO29530P102687$283,0730.04%
279ALTRIA GROUP INCMO5,399$282,3140.04%
280ISHARES TR4642871682,131$279,7790.04%
281CSX CORPCSX8,459$272,9800.04%
282ISHARES TR4642884142,530$269,5700.04%
283TERADYNE INCTER2,116$266,4850.04%
284ISHARES TR4642876551,204$266,1120.04%
285SPDR DOW JONES INDL AVERAGE78467X109624$265,5120.04%
286VANGUARD WORLD FD92204A5041,034$262,2510.04%
287SPDR SER TR78464A5991,373$259,4420.04%
288NORFOLK SOUTHN CORP6558441081,103$258,8150.04%
289PROGRESSIVE CORP7433151031,042$249,7350.04%
290ISHARES TR4642882404,769$248,7370.03%
291PROSHARES TR74348A4672,462$245,0920.03%
292HOULIHAN LOKEY INCHLI1,411$245,0340.03%
293DATADOG INCDDOG1,694$242,0560.03%
294AT&T INCT-PC10,602$241,4150.03%
295VERTIV HOLDINGS COVRT2,106$239,2640.03%
296RCM TECHNOLOGIES INCRCMT10,726$237,6880.03%
297SCHWAB STRATEGIC TR8085248549,751$236,8510.03%
298METLIFE INCMET-PF2,871$235,0560.03%
299INSULET CORPPODD897$234,1800.03%
300SPDR SER TR78468R8535,196$233,3940.03%
301VANGUARD WORLD FD9219108731,097$233,2100.03%
302KIMBERLY-CLARK CORPKMB1,763$231,0730.03%
303VERALTO CORPVLTO2,221$226,2090.03%
304INVESCO EXCH TRADED FD TR IIIVZ19,335$222,9300.03%
305MORGAN STANLEYMS-PQ1,763$221,6440.03%
306GLOBANT S AGLOB1,032$221,2810.03%
307THOMSON REUTERS CORPTMSOF1,379$221,1380.03%
308CRANE COMPANYCR1,444$219,1270.03%
309KRANESHARES TRUST50076773612,295$218,1140.03%
310ZIONS BANCORPORATION N A9897011073,998$216,8690.03%
311PARKER-HANNIFIN CORPPH337$214,2100.03%
312CENCORA INCCOR950$213,5110.03%
313CONSTRUCTION PARTNERS INCROAD2,404$212,6580.03%
314VANECK ETF TRUST92189F1066,188$209,8250.03%
315PIMCO ETF TR72201R6274,101$209,5640.03%
316COMCAST CORP NEWCCZ5,570$209,0280.03%
317KNIFE RIVER CORPKNF2,048$208,1590.03%
318EXPEDIA GROUP INCEXPE1,117$208,1310.03%
319ISHARES TR4642876711,487$207,2130.03%
320HUBSPOT INCHUBS296$206,2440.03%
321VANGUARD WHITEHALL FDS9219464061,591$203,0250.03%
322ISHARES TR4642887521,955$202,0790.03%
323ISHARES TR4642878871,491$201,8870.03%
324DEERE & CODE473$200,4350.03%
325VANECK ETF TRUST92189F35310,268$199,9220.03%
326ROYCE SMALL CAP TRUST INCRVT10,695$168,9810.02%
327SSR MINING INSSRGF23,622$164,4090.02%
328INVESCO ACTVELY MNGD ETC FDIVZ12,195$158,4130.02%
329FORD MTR CO34537086014,857$147,0890.02%
330HILLMAN SOLUTIONS CORPHLMN12,321$120,0070.02%
331FLAGSTAR FINANCIAL INCFLG-PU11,849$110,5510.02%
332SHOALS TECHNOLOGIES GROUP INSHLS10,465$57,8710.01%
333SOLUNA HOLDINGS INCSLNHP22,027$46,2570.01%
334COHERUS BIOSCIENCES INCCHRS10,038$13,8520.00%
335SCHWAB STRATEGIC TR80852410212,000$1,7640.00%