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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

TrinityPoint Wealth, LLC

Quarter ended Q3 2023 · Filed August 7, 2023 · Accession 0001765380-23-000130

Total Value
$512.5M
Positions
279
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (279)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL175,705$34.1M6.65%
2ALPHABET INCGOOG184,386$22.3M4.35%
3MICROSOFT CORPMSFT60,416$20.6M4.01%
4SCHWAB STRATEGIC TR808524797210,526$15.3M2.98%
5SCHWAB STRATEGIC TR808524102271,278$14.0M2.74%
6AMAZON COM INCAMZN104,287$13.6M2.65%
7HONEYWELL INTL INC43851610641,818$8.7M1.69%
8ABBVIE INCABBV61,515$8.3M1.62%
9SELECT SECTOR SPDR TR81369Y20962,065$8.2M1.61%
10MERCK & CO INCMRK71,045$8.2M1.60%
11CVS HEALTH CORPCVS109,575$7.6M1.48%
12SELECT SECTOR SPDR TR81369Y80342,903$7.5M1.46%
13QUALCOMM INCQCOM61,468$7.3M1.43%
14VANGUARD INTL EQUITY INDEX F922042775133,406$7.3M1.42%
15ALPHABET INCGOOG60,122$7.2M1.40%
16NVIDIA CORPORATIONNVDA15,544$6.6M1.28%
17VANGUARD INTL EQUITY INDEX F92204286688,836$6.2M1.21%
18JOHNSON & JOHNSONJNJ36,519$6.0M1.18%
19UNITED PARCEL SERVICE INCUPS31,959$5.7M1.12%
20PFIZER INCPFE150,628$5.5M1.08%
21ISHARES TR46434V62194,974$4.9M0.95%
22MEDTRONIC PLCMDT53,461$4.7M0.92%
23LISTED FD TR53656F623146,156$4.5M0.87%
24ISHARES TR46428717641,032$4.4M0.86%
25ISHARES TR46428866137,021$4.3M0.83%
26SELECT SECTOR SPDR TR81369Y30856,732$4.2M0.82%
27META PLATFORMS INCMETA13,618$3.9M0.76%
28EXXON MOBIL CORPXOM35,692$3.8M0.75%
29SPDR SER TR78464A87045,920$3.8M0.75%
30JPMORGAN CHASE & COVYLD25,974$3.8M0.74%
31ZOETIS INCZTS21,790$3.8M0.73%
32SCHWAB STRATEGIC TR80852487068,700$3.6M0.70%
33SELECT SECTOR SPDR TR81369Y85255,032$3.6M0.70%
34UNITED RENTALS INCURI7,944$3.5M0.69%
35CAPITAL ONE FINL CORP14040H10530,324$3.3M0.65%
36ISHARES TR46428743231,841$3.3M0.64%
37RAYTHEON TECHNOLOGIES CORPRTX33,334$3.3M0.64%
38MASTERCARD INCORPORATEDMA8,079$3.2M0.62%
39SELECT SECTOR SPDR TR81369Y40718,301$3.1M0.61%
40WALMART INCWMT19,052$3.0M0.58%
41UNITEDHEALTH GROUP INCUNH6,192$3.0M0.58%
42J P MORGAN EXCHANGE TRADED F46641Q33253,519$3.0M0.58%
43JACOBS SOLUTIONS INCJ24,873$3.0M0.58%
44FEDEX CORPFDX11,889$2.9M0.58%
45SELECT SECTOR SPDR TR81369Y88644,601$2.9M0.57%
46VISA INCV12,243$2.9M0.57%
47HOME DEPOT INCHD9,275$2.9M0.56%
48INVESCO EXCHANGE TRADED FD TIVZ31,688$2.9M0.56%
49PRUDENTIAL FINL INCPUKPF30,668$2.7M0.53%
50MCDONALDS CORPMCD8,999$2.7M0.52%
51PAYPAL HLDGS INCPYPL40,192$2.7M0.52%
52SELECT SECTOR SPDR TR81369Y70424,900$2.7M0.52%
53BERKSHIRE HATHAWAY INC DELBRK-A7,740$2.6M0.52%
54KENVUE INCKVUE95,926$2.5M0.49%
55SPDR S&P 500 ETF TRSPY5,536$2.5M0.48%
56VANGUARD SCOTTSDALE FDS92206C81331,203$2.4M0.48%
57PHILIP MORRIS INTL INC71817210924,976$2.4M0.48%
58AKAMAI TECHNOLOGIES INCAKAM26,950$2.4M0.47%
59VANGUARD INDEX FDS92290862910,758$2.4M0.46%
60ISHARES TR46428784621,710$2.4M0.46%
61BLACKROCK MUNIYIELD QUALITYBLK214,825$2.4M0.46%
62BRISTOL-MYERS SQUIBB COCELG-RI36,737$2.3M0.46%
63PEPSICO INCPEP12,495$2.3M0.45%
64NEXTERA ENERGY INCNEE-PW30,878$2.3M0.45%
65ISHARES TR46428865320,364$2.3M0.44%
66ABBOTT LABSABLZF20,554$2.2M0.44%
67ELEVANCE HEALTH INCELV4,845$2.2M0.42%
68DISNEY WALT CO25468710623,293$2.1M0.41%
69DUKE ENERGY CORP NEWDUKB21,874$2.0M0.38%
70BROADCOM INCAVGO2,202$1.9M0.37%
71NUVEEN AMT FREE QLTY MUN INCNU172,453$1.9M0.37%
72CISCO SYS INCCSCO35,729$1.8M0.36%
73TJX COS INC NEW87254010921,796$1.8M0.36%
74ISHARES TR46428780418,546$1.8M0.36%
75NOVO-NORDISK A SNONOF11,357$1.8M0.36%
76ADVANCED MICRO DEVICES INCAMD15,980$1.8M0.36%
77ISHARES TR46434V45650,825$1.8M0.35%
78SALESFORCE INCCRM8,531$1.8M0.35%
79VANGUARD SCOTTSDALE FDS92206C87022,758$1.8M0.35%
80AMGEN INCAMGN7,712$1.7M0.33%
81THERMO FISHER SCIENTIFIC INCTMO3,276$1.7M0.33%
82ISHARES TR46434V86033,240$1.7M0.33%
83INVESCO ACTVELY MNGD ETC FDIVZ123,516$1.7M0.33%
84BLACKSTONE INCBX17,968$1.7M0.33%
85QUANTA SVCS INC74762E1028,401$1.7M0.32%
86ISHARES GOLD TRIAU45,266$1.6M0.32%
87MICRON TECHNOLOGY INCMU25,862$1.6M0.32%
88HALLIBURTON COHAL48,735$1.6M0.31%
89WESCO INTL INC95082P1058,866$1.6M0.31%
90LOCKHEED MARTIN CORPLMT3,364$1.5M0.30%
91EATON CORP PLCETN7,638$1.5M0.30%
92T-MOBILE US INCTMUSZ11,013$1.5M0.30%
93LOWES COS INC5486611076,772$1.5M0.30%
94CHEVRON CORP NEWCVX9,606$1.5M0.29%
95TESLA INCTSLA5,626$1.5M0.29%
96UNION PAC CORPUNP7,025$1.4M0.28%
97MARSH & MCLENNAN COS INC5717481027,450$1.4M0.27%
98AUTOMATIC DATA PROCESSING INADP6,319$1.4M0.27%
99APPLIED MATLS INC0382221059,200$1.3M0.26%
100ISHARES U S ETF TR46431W70514,125$1.3M0.26%
101ISHARES TR46428745715,950$1.3M0.25%
102SCHWAB STRATEGIC TR80852464924,817$1.3M0.25%
103CONOCOPHILLIPSCOP12,160$1.3M0.25%
104REPUBLIC SVCS INC7607591008,084$1.2M0.24%
105INVESCO QQQ TRIVZ3,277$1.2M0.24%
106BANK AMERICA CORP06050510442,139$1.2M0.24%
107PROSHARES TR74347B60715,853$1.2M0.23%
108COSTCO WHSL CORP NEW22160K1052,134$1.1M0.22%
109ACCENTURE PLC IRELANDACN3,695$1.1M0.22%
110SPDR GOLD TRGLD6,197$1.1M0.22%
111CARLISLE COS INC1423391004,147$1.1M0.21%
112VERIZON COMMUNICATIONS INCVZ28,325$1.1M0.21%
113ISHARES TR46434V73819,691$1.0M0.20%
114CONSOLIDATED EDISON INCED11,327$1.0M0.20%
115SOUTHERN COSOMN14,569$1.0M0.20%
116DOW INCDOW19,029$1.0M0.20%
117AMERICAN EXPRESS COAXP5,686$990,4600.19%
118SNAP ON INCSNA3,422$986,2790.19%
119ILLINOIS TOOL WKS INC4523081093,856$964,6950.19%
120TRACTOR SUPPLY COTSCO4,257$941,1650.18%
121SOUTHERN COPPER CORPSCCO13,100$939,7940.18%
122ISHARES TR4642874409,655$932,6730.18%
123BLACKROCK INCBLK1,345$929,7750.18%
124MONDELEZ INTL INC60920710512,624$920,7800.18%
125GALLAGHER ARTHUR J & CO3635761094,174$916,5720.18%
126WATSCO INCWSO-B2,321$885,2660.17%
127PROCTER AND GAMBLE CO7427181095,642$856,0420.17%
128BLACKROCK MUN TARGET TERM TRBLK40,999$851,9600.17%
129TRANE TECHNOLOGIES PLCTT4,277$817,9540.16%
130ATMOS ENERGY CORPATO7,024$817,2060.16%
131BECTON DICKINSON & COBDX3,080$813,2350.16%
132ISHARES TR4642875566,333$804,0400.16%
133STRYKER CORPORATIONSYK2,629$802,1570.16%
134JUNIPER NETWORKS INC48203R10425,457$797,5800.16%
135SCHWAB STRATEGIC TR80852486216,144$775,8600.15%
136KIMBERLY-CLARK CORPKMB5,602$773,4100.15%
137ISHARES TR4642877217,065$769,1240.15%
138CARRIER GLOBAL CORPORATIONCARR15,155$753,3600.15%
139PIMCO ETF TR72201R7187,995$749,4380.15%
140INVESCO EXCHANGE TRADED FD TIVZ2,499$744,9020.15%
141S&P GLOBAL INCSPGI1,845$739,7220.14%
142COCA COLA COKO12,259$738,2580.14%
143VANGUARD WORLD FDS92204A7021,651$730,0060.14%
144LUMENTUM HLDGS INCLITE12,470$707,4230.14%
145FASTENAL COFAST11,682$689,1120.13%
146AIR PRODS & CHEMS INCAIIR2,263$677,7830.13%
147BROADRIDGE FINL SOLUTIONS IN11133T1034,085$676,5250.13%
148CASEYS GEN STORES INC1475281032,736$667,3000.13%
149WISDOMTREE TRWT13,202$664,3270.13%
150COHEN & STEERS INFRASTRUCTUR19248A10927,790$656,4000.13%
151INTUITINTU1,401$641,9020.13%
152EOG RES INCEOG5,587$639,4150.12%
153ISHARES TR4642885886,815$635,6320.12%
154AMERICAN TOWER CORP NEW03027X1003,272$634,6240.12%
155LILLY ELI & COLLY1,349$632,5380.12%
156STERIS PLCSTE2,783$626,1810.12%
157NIKE INCNKE5,645$623,0340.12%
158ALTRIA GROUP INCMO13,672$619,3600.12%
159INVESCO EXCHANGE TRADED FD TIVZ4,082$610,8300.12%
160ISHARES INC46434G76411,726$609,5270.12%
161SHELL PLCRYDAF9,950$600,7810.12%
162TEXAS INSTRS INC8825081043,333$599,9780.12%
163SHERWIN WILLIAMS COSHW2,255$598,8150.12%
164EQUINIX INCEQIX743$582,5880.11%
165L3HARRIS TECHNOLOGIES INCLHX2,968$581,0820.11%
166POOL CORPPOOL1,519$569,1500.11%
167PUBLIC SVC ENTERPRISE GRP IN7445731069,011$564,1790.11%
168ISHARES TR4642872001,264$563,3940.11%
169ORACLE CORPORCL-PD4,624$550,6930.11%
170DOLLAR GEN CORP NEW2566771053,235$549,2770.11%
171JANUS DETROIT STR TR47103U84510,877$542,1960.11%
172FIRST TR EXCHANGE TRADED FD33734X84611,897$540,2380.11%
173ADOBE SYSTEMS INCORPORATEDADBE1,065$520,7740.10%
174ASML HOLDING N VASMLF717$519,7960.10%
175HENRY JACK & ASSOC INC4262811013,065$512,9380.10%
176SPDR SER TR78464A3006,633$511,9830.10%
177WASTE MGMT INC DEL94106L1092,931$508,2910.10%
178MCCORMICK & CO INCMKC-V5,768$503,1350.10%
179WEC ENERGY GROUP INCWEC5,594$493,5940.10%
180GLACIER BANCORP INC NEWGBCI15,599$486,2140.09%
181INTERNATIONAL BUSINESS MACHSINTR3,518$470,7510.09%
182AMPHENOL CORP NEW0320951015,482$465,6840.09%
183NASDAQ INCNDAQ9,287$462,9430.09%
184ISHARES TR4642873096,502$458,2810.09%
185PHILLIPS 66PSX4,791$456,9840.09%
186FIDELITY COVINGTON TRUST3160926007,152$451,4600.09%
187GOLDMAN SACHS GROUP INCGSCE1,360$438,7490.09%
188GXO LOGISTICS INCORPORATEDGXO6,979$438,4210.09%
189ISHARES TR4642875071,646$430,3960.08%
190ESSENTIAL UTILS INC29670G10210,770$429,8410.08%
191ISHARES TR46429B6634,251$428,4580.08%
192GILEAD SCIENCES INCGILD5,534$426,5390.08%
193SPDR SER TR78468R10114,786$425,6890.08%
194VANGUARD SPECIALIZED FUNDS9219088442,620$425,5670.08%
195ISHARES TR4642876141,532$421,6450.08%
196GENERAL DYNAMICS CORPGD1,938$417,0420.08%
197ROBERT HALF INTL INCRHI5,511$414,5640.08%
198BOSTON SCIENTIFIC CORPBSX7,600$411,0840.08%
199VANGUARD INDEX FDS922908363959$390,7350.08%
200SPDR SER TR78464A8621,739$384,7960.08%
201ISHARES TR4642884143,559$379,8460.07%
202PIONEER NAT RES CO7237871071,809$374,7890.07%
203BERKLEY W R CORPWRB-PH6,286$374,4110.07%
204INVESCO EXCH TRD SLF IDX FDIVZ17,646$373,5570.07%
205ISHARES TR4642887603,190$372,1900.07%
206AMERIPRISE FINL INC03076C1061,114$370,0260.07%
207CATERPILLAR INCCAT1,483$364,9110.07%
208ISHARES TR4642887375,817$355,9480.07%
209SPDR S&P MIDCAP 400 ETF TRMDY743$355,8300.07%
210VANGUARD INDEX FDS9229087691,602$352,8910.07%
211VANGUARD INDEX FDS9229087511,735$345,0750.07%
212SPDR SER TR78464A7632,790$341,9840.07%
213MOTOROLA SOLUTIONS INCMSI1,153$338,1520.07%
214SCHWAB STRATEGIC TR8085244094,996$335,2100.07%
215FORD MTR CO DEL34537086022,126$334,7620.07%
216CITIGROUP INCC-PR7,216$332,2370.06%
217PAYCHEX INCPAYX2,884$322,6330.06%
218LISTED FD TR53656G20914,590$316,6530.06%
219DANAHER CORPORATION2358511021,311$314,6400.06%
220VANGUARD WORLD FDS92204A5041,280$313,2570.06%
221AZEK CO INC05478C10510,130$306,8380.06%
222MONOLITHIC PWR SYS INC609839105567$306,4890.06%
223GRANITESHARES GOLD TRBAR15,972$303,6280.06%
224INVESCO EXCHANGE TRADED FD TIVZ1,030$302,9260.06%
225INTUITIVE SURGICAL INCISRG862$294,7520.06%
226WELLTOWER INCWELL3,598$291,0420.06%
227VANGUARD INDEX FDS9229087361,016$287,5190.06%
228ISHARES TR4642873253,320$282,1820.06%
229VANGUARD INDEX FDS9229086111,683$278,3120.05%
230ISHARES TR4642898675,400$277,8510.05%
231ISHARES TR46429B6716,109$273,3010.05%
232TRAVELERS COMPANIES INCTRV1,568$272,2610.05%
233SELECT SECTOR SPDR TR81369Y6058,032$270,7590.05%
234KKR & CO INCKKRT4,785$267,9600.05%
235ENBRIDGE INCENNPF7,044$261,6790.05%
236ROCKWELL AUTOMATION INCROK793$261,1960.05%
237CSX CORPCSX7,469$254,6640.05%
238PROSHARES TR74347X6335,484$250,1800.05%
239ISHARES TR4642876551,333$249,6310.05%
240ENTERPRISE PRODS PARTNERS L2937921079,410$247,9540.05%
241IRON MTN INC DEL46284V1014,354$247,4070.05%
242INTEL CORPINTC7,324$244,9230.05%
243SPDR SER TR78464A5991,834$244,5050.05%
244MURPHY USA INCMUSA779$242,3550.05%
245VANGUARD INDEX FDS9229087441,703$241,9880.05%
246ISHARES TR4642871682,131$241,4420.05%
247SPDR SER TR78464A4093,926$239,5360.05%
248ISHARES TR4642878792,509$238,5880.05%
249ISHARES TR4642887522,785$237,9850.05%
250NORFOLK SOUTHN CORP6558441081,037$235,1500.05%
251SCHWAB STRATEGIC TR8085248544,597$226,5470.04%
252AT&T INCT-PC14,120$225,2150.04%
253ISHARES TR4642888103,979$224,6430.04%
254APOLLO GLOBAL MGMT INC03769M1062,895$222,3650.04%
255SCHWAB STRATEGIC TR8085245083,089$219,4090.04%
256ISHARES INC4642864006,700$217,2810.04%
257EMERSON ELEC COEMR2,391$216,1340.04%
258ISHARES TR4642874081,338$215,6720.04%
259EVERSOURCE ENERGYES3,006$213,1710.04%
260ISHARES TR4642878381,596$212,3480.04%
261JANUS DETROIT STR TR47103U8524,637$212,1890.04%
262HEICO CORP NEWHEI-A1,191$210,7560.04%
263AFLAC INCAFL2,979$207,9490.04%
264J P MORGAN EXCHANGE TRADED F46641Q2174,012$206,7660.04%
265NUCOR CORPNUE1,247$204,5630.04%
266EXPEDIA GROUP INCEXPE1,863$203,7940.04%
267DISCOVER FINL SVCS2547091081,742$203,5530.04%
268THOMSON REUTERS CORP.TMSOF1,508$203,4670.04%
269GLOBANT S AGLOB1,123$201,8260.04%
270SPDR DOW JONES INDL AVERAGE78467X109585$201,1520.04%
271SIRIUS XM HOLDINGS INCSIRI43,148$195,4600.04%
272INVESCO EXCH TRADED FD TR IIIVZ14,892$169,3190.03%
273ROYCE VALUE TR INCRVT10,695$147,5910.03%
274NUVEEN MUN HIGH INCOME OPPORNU11,999$126,8290.02%
275AMYRIS INC03236M20077,130$79,4440.02%
276SOLUNA HOLDINGS INCSLNHP346,058$70,5270.01%
277BLUEBIRD BIO INC09609G10010,000$32,9000.01%
278AUTHID INCAUID34,666$30,8530.01%
279GAMIDA CELL LTDM4736410010,000$19,3000.00%