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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 Q4 2023 · Filed November 8, 2023 · Accession 0001765380-23-000217

Total Value
$502.2M
Positions
287
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (287)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL173,882$29.8M5.93%
2ALPHABET INCGOOG183,771$24.2M4.83%
3MICROSOFT CORPMSFT59,721$18.9M3.76%
4SCHWAB STRATEGIC TR808524797232,778$16.5M3.28%
5SCHWAB STRATEGIC TR808524102272,631$13.6M2.71%
6AMAZON COM INCAMZN101,579$12.9M2.57%
7ABBVIE INCABBV62,181$9.3M1.85%
8SELECT SECTOR SPDR TR81369Y20962,211$8.0M1.59%
9CVS HEALTH CORPCVS110,276$7.7M1.53%
10ALPHABET INCGOOG58,218$7.6M1.52%
11HONEYWELL INTL INC43851610641,017$7.6M1.51%
12MERCK & CO INCMRK73,193$7.5M1.50%
13SELECT SECTOR SPDR TR81369Y80343,239$7.1M1.41%
14VANGUARD INTL EQUITY INDEX F922042775134,638$7.0M1.39%
15NVIDIA CORPORATIONNVDA14,587$6.3M1.26%
16INVESCO EXCHANGE TRADED FD TIVZ68,801$6.3M1.25%
17VANGUARD INTL EQUITY INDEX F92204286689,698$6.0M1.19%
18JOHNSON & JOHNSONJNJ36,077$5.6M1.12%
19PFIZER INCPFE157,410$5.2M1.04%
20UNITED PARCEL SERVICE INCUPS30,818$4.8M0.96%
21ISHARES TR46434V62194,589$4.7M0.93%
22EXXON MOBIL CORPXOM35,916$4.2M0.84%
23MEDTRONIC PLCMDT53,740$4.2M0.84%
24ISHARES TR46428717640,144$4.2M0.83%
25ISHARES TR46428866136,586$4.1M0.82%
26SELECT SECTOR SPDR TR81369Y30857,491$4.0M0.79%
27META PLATFORMS INCMETA12,908$3.9M0.77%
28ZOETIS INCZTS22,246$3.9M0.77%
29JPMORGAN CHASE & COVYLD25,928$3.8M0.75%
30UNITEDHEALTH GROUP INCUNH7,285$3.7M0.73%
31SELECT SECTOR SPDR TR81369Y85255,417$3.6M0.72%
32UNITED RENTALS INCURI7,871$3.5M0.70%
33SCHWAB STRATEGIC TR80852487069,249$3.5M0.70%
34JACOBS SOLUTIONS INCJ24,907$3.4M0.68%
35SPDR SER TR78464A87045,270$3.3M0.66%
36MASTERCARD INCORPORATEDMA8,048$3.2M0.63%
37FEDEX CORPFDX11,839$3.1M0.62%
38WALMART INCWMT19,526$3.1M0.62%
39LISTED FD TR53656F623102,272$3.1M0.62%
40J P MORGAN EXCHANGE TRADED F46641Q33257,391$3.1M0.61%
41SELECT SECTOR SPDR TR81369Y40718,375$3.0M0.59%
42CAPITAL ONE FINL CORP14040H10530,329$2.9M0.59%
43PRUDENTIAL FINL INCPUKPF30,723$2.9M0.58%
44QUALCOMM INCQCOM26,029$2.9M0.58%
45VISA INCV12,564$2.9M0.58%
46AKAMAI TECHNOLOGIES INCAKAM26,950$2.9M0.57%
47HOME DEPOT INCHD9,453$2.9M0.57%
48ISHARES TR46428743231,401$2.8M0.55%
49ELEVANCE HEALTH INCELV6,232$2.7M0.54%
50BERKSHIRE HATHAWAY INC DELBRK-A7,736$2.7M0.54%
51VANGUARD INDEX FDS92290862912,962$2.7M0.54%
52SELECT SECTOR SPDR TR81369Y70424,937$2.5M0.50%
53SELECT SECTOR SPDR TR81369Y88642,857$2.5M0.50%
54RTX CORPORATIONRTX34,584$2.5M0.50%
55SPDR S&P 500 ETF TRSPY5,725$2.4M0.49%
56MCDONALDS CORPMCD8,981$2.4M0.47%
57PHILIP MORRIS INTL INC71817210925,518$2.4M0.47%
58ISHARES TR46428784621,365$2.2M0.44%
59DUKE ENERGY CORP NEWDUKB25,032$2.2M0.44%
60PEPSICO INCPEP13,021$2.2M0.44%
61BRISTOL-MYERS SQUIBB COCELG-RI37,850$2.2M0.44%
62VANGUARD SCOTTSDALE FDS92206C81330,662$2.2M0.44%
63KENVUE INCKVUE108,802$2.2M0.44%
64AMGEN INCAMGN7,904$2.1M0.42%
65NIKE INCNKE21,395$2.0M0.41%
66ABBOTT LABSABLZF20,871$2.0M0.40%
67THERMO FISHER SCIENTIFIC INCTMO3,916$2.0M0.39%
68HALLIBURTON COHAL48,504$2.0M0.39%
69ISHARES TR46434V45657,969$1.9M0.39%
70BLACKSTONE INCBX17,950$1.9M0.38%
71ISHARES INC46434G82231,862$1.9M0.38%
72CISCO SYS INCCSCO35,520$1.9M0.38%
73PAYPAL HLDGS INCPYPL32,655$1.9M0.38%
74MARVELL TECHNOLOGY INCMRVL34,665$1.9M0.37%
75TJX COS INC NEW87254010921,022$1.9M0.37%
76ISHARES TR46428780419,643$1.9M0.37%
77NOVO-NORDISK A SNONOF20,256$1.8M0.37%
78T-MOBILE US INCTMUSZ12,963$1.8M0.36%
79MICRON TECHNOLOGY INCMU25,804$1.8M0.35%
80ISHARES TR46434V86033,971$1.7M0.34%
81VANGUARD SCOTTSDALE FDS92206C87022,354$1.7M0.34%
82CHEVRON CORP NEWCVX9,966$1.7M0.33%
83ISHARES TR46428744018,149$1.7M0.33%
84BROADCOM INCAVGO1,994$1.7M0.33%
85ADVANCED MICRO DEVICES INCAMD15,881$1.6M0.33%
86SALESFORCE INCCRM7,903$1.6M0.32%
87ISHARES TR46428865316,055$1.6M0.31%
88BLACKROCK MUNIYIELD QUALITYBLK165,195$1.6M0.31%
89AUTOMATIC DATA PROCESSING INADP6,327$1.5M0.30%
90EATON CORP PLCETN7,102$1.5M0.30%
91ISHARES GOLD TRIAU42,307$1.5M0.29%
92LOCKHEED MARTIN CORPLMT3,604$1.5M0.29%
93CONOCOPHILLIPSCOP12,256$1.5M0.29%
94QUANTA SVCS INC74762E1027,660$1.4M0.29%
95MARSH & MCLENNAN COS INC5717481027,452$1.4M0.28%
96LOWES COS INC5486611076,786$1.4M0.28%
97TESLA INCTSLA5,432$1.4M0.27%
98NUVEEN AMT FREE QLTY MUN INCNU139,574$1.4M0.27%
99ISHARES TR46428745715,950$1.3M0.26%
100DIREXION SHS ETF TR25460E30743,401$1.3M0.26%
101ISHARES TR4642875075,054$1.3M0.25%
102WESCO INTL INC95082P1058,561$1.2M0.25%
103APPLIED MATLS INC0382221058,813$1.2M0.24%
104SCHWAB STRATEGIC TR80852464924,505$1.2M0.24%
105COSTCO WHSL CORP NEW22160K1052,143$1.2M0.24%
106INVESCO QQQ TRIVZ3,278$1.2M0.23%
107NEXTERA ENERGY INCNEE-PW20,391$1.2M0.23%
108REPUBLIC SVCS INC7607591008,122$1.2M0.23%
109BANK AMERICA CORP06050510441,447$1.1M0.23%
110ISHARES U S ETF TR46431W70511,799$1.1M0.22%
111ACCENTURE PLC IRELANDACN3,521$1.1M0.22%
112TEXAS INSTRS INC8825081046,696$1.1M0.21%
113CARLISLE COS INC1423391004,092$1.1M0.21%
114SOUTHERN COSOMN16,072$1.0M0.21%
115SPDR GOLD TRGLD5,936$1.0M0.20%
116GALLAGHER ARTHUR J & CO3635761094,458$1.0M0.20%
117ISHARES TR46434V73819,850$985,7730.20%
118SOUTHERN COPPER CORPSCCO13,065$983,6690.20%
119ELI LILLY & COLLY1,786$959,2060.19%
120ISHARES TR46428986719,399$958,5200.19%
121DOW INCDOW18,449$951,2300.19%
122CONSOLIDATED EDISON INCED11,059$945,8870.19%
123PROSHARES TR74347B60712,410$918,9340.18%
124ILLINOIS TOOL WKS INC4523081093,973$914,9540.18%
125WATSCO INCWSO-B2,356$889,8780.18%
126SNAP ON INCSNA3,458$881,9580.18%
127MONDELEZ INTL INC60920710512,681$880,0810.18%
128PROCTER AND GAMBLE CO7427181096,012$876,9130.17%
129BLACKROCK INCBLK1,329$859,4830.17%
130TRACTOR SUPPLY COTSCO4,210$854,8570.17%
131AMERICAN EXPRESS COAXP5,724$853,9740.17%
132TRANE TECHNOLOGIES PLCTT4,163$844,6610.17%
133UNION PAC CORPUNP4,105$835,8450.17%
134CARRIER GLOBAL CORPORATIONCARR15,037$830,0310.17%
135JUNIPER NETWORKS INC48203R10429,821$828,7330.17%
136SCHWAB STRATEGIC TR80852486216,783$803,7560.16%
137VERIZON COMMUNICATIONS INCVZ24,115$781,5620.16%
138INVESCO EXCHANGE TRADED FD TIVZ5,437$770,3690.15%
139ISHARES TR4642875566,220$760,6460.15%
140STRYKER CORPORATIONSYK2,771$757,3280.15%
141ATMOS ENERGY CORPATO7,070$748,9580.15%
142CASEYS GEN STORES INC1475281032,744$745,1240.15%
143ISHARES TR4642877217,015$735,9730.15%
144BROADRIDGE FINL SOLUTIONS IN11133T1034,086$731,5560.15%
145ISHARES INC46434G76414,628$728,9220.15%
146EOG RES INCEOG5,624$712,9280.14%
147INTUITINTU1,358$693,9410.14%
148VANGUARD WORLD FDS92204A7021,651$685,0000.14%
149BLACKROCK MUN TARGET TERM TRBLK35,194$683,1240.14%
150KIMBERLY-CLARK CORPKMB5,629$680,3140.14%
151INVESCO EXCHANGE TRADED FD TIVZ24,820$680,0740.14%
152S&P GLOBAL INCSPGI1,855$677,9370.14%
153ISHARES TR4642872001,570$674,2210.13%
154BECTON DICKINSON & COBDX2,580$667,1260.13%
155AMERICAN WTR WKS CO INC NEW0304201035,316$658,2800.13%
156SHELL PLCRYDAF10,052$647,1480.13%
157AIR PRODS & CHEMS INCAIIR2,272$643,7920.13%
158FASTENAL COFAST11,612$634,4930.13%
159DISNEY WALT CO2546871067,764$629,2580.13%
160BOSTON SCIENTIFIC CORPBSX11,849$625,6270.12%
161LUMENTUM HLDGS INCLITE13,764$621,8580.12%
162ISHARES TR4642885886,962$618,1870.12%
163STERIS PLCSTE2,797$613,8060.12%
164COCA COLA COKO10,604$593,6370.12%
165SHERWIN WILLIAMS COSHW2,269$578,7980.12%
166ALTRIA GROUP INCMO13,731$577,4090.11%
167JANUS DETROIT STR TR47103U84511,456$576,5800.11%
168FIDELITY COVINGTON TRUST3160926009,500$575,5050.11%
169SPDR SER TR78464A3007,880$570,2530.11%
170L3HARRIS TECHNOLOGIES INCLHX3,141$546,9420.11%
171COHEN & STEERS INFRASTRUCTUR19248A10927,790$544,1280.11%
172EQUINIX INCEQIX749$544,1260.11%
173ADOBE INCADBE1,065$543,0440.11%
174PHILLIPS 66PSX4,498$540,3870.11%
175POOL CORPPOOL1,506$536,3860.11%
176PUBLIC SVC ENTERPRISE GRP IN7445731069,000$512,1900.10%
177WISDOMTREE TRWT10,098$508,1260.10%
178INTERNATIONAL BUSINESS MACHSINTR3,481$488,3340.10%
179AMERIPRISE FINL INC03076C1061,470$484,6630.10%
180ORACLE CORPORCL-PD4,572$484,2690.10%
181AMPHENOL CORP NEW0320951015,482$460,4560.09%
182HENRY JACK & ASSOC INC4262811012,997$452,9100.09%
183WEC ENERGY GROUP INCWEC5,623$452,9040.09%
184NASDAQ INCNDAQ9,314$452,5440.09%
185SPDR SER TR78468R10115,594$447,8580.09%
186WASTE MGMT INC DEL94106L1092,933$447,0420.09%
187AMERICAN TOWER CORP NEW03027X1002,709$445,4580.09%
188JANUS DETROIT STR TR47103U85210,263$445,4190.09%
189ISHARES TR4642873096,502$444,8870.09%
190GLACIER BANCORP INC NEWGBCI15,518$442,2620.09%
191GOLDMAN SACHS GROUP INCGSCE1,364$441,1970.09%
192MCCORMICK & CO INCMKC-V5,734$433,7440.09%
193GENERAL DYNAMICS CORPGD1,948$430,4810.09%
194ASML HOLDING N VASMLF727$428,0780.09%
195ISHARES TR46429B6634,251$420,3810.08%
196GILEAD SCIENCES INCGILD5,549$415,8080.08%
197PIONEER NAT RES CO7237871071,810$415,4010.08%
198SPDR SER TR78464A4096,964$412,8430.08%
199PAYCHEX INCPAYX3,564$410,9890.08%
200VANGUARD SPECIALIZED FUNDS9219088442,620$407,0960.08%
201CATERPILLAR INCCAT1,484$405,2390.08%
202VANGUARD INDEX FDS9229083631,029$404,2240.08%
203BERKLEY W R CORPWRB-PH6,286$399,1160.08%
204SCHWAB STRATEGIC TR8085244096,186$398,7590.08%
205GXO LOGISTICS INCORPORATEDGXO6,779$397,5880.08%
206ISHARES TR4642876141,482$394,2640.08%
207ISHARES TR4642887603,562$377,4770.08%
208ESSENTIAL UTILS INC29670G10210,771$369,7720.07%
209ROBERT HALF INC.RHI4,914$360,1240.07%
210VANGUARD INDEX FDS9229086112,235$356,5360.07%
211SPDR S&P MIDCAP 400 ETF TRMDY778$355,2660.07%
212VANGUARD INDEX FDS9229087691,667$354,0920.07%
213SPDR SER TR78464A5088,538$352,2660.07%
214SELECT SECTOR SPDR TR81369Y60510,614$352,0660.07%
215ISHARES TR4642884143,384$346,9890.07%
216SPDR SER TR78464A8621,688$330,7960.07%
217VANGUARD INDEX FDS9229087511,737$328,3590.07%
218APOLLO GLOBAL MGMT INC03769M1063,649$327,5340.07%
219INVESCO EXCH TRD SLF IDX FDIVZ15,389$326,7170.07%
220DANAHER CORPORATION2358511021,307$324,2670.06%
221INTERNATIONAL PAPER CO4601461038,997$319,1210.06%
222MOTOROLA SOLUTIONS INCMSI1,146$311,9870.06%
223CITIGROUP INCC-PR7,474$307,3920.06%
224SPDR SER TR78464A7632,655$305,3870.06%
225INVESCO EXCHANGE TRADED FD TIVZ10,804$304,1270.06%
226KRANESHARES TR50076773614,729$302,8320.06%
227AZEK CO INC05478C10510,130$301,2660.06%
228VANGUARD WORLD FDS92204A5041,281$301,1230.06%
229LISTED FD TR53656G20914,190$299,5650.06%
230GRANITESHARES GOLD TRBAR16,209$296,3010.06%
231KKR & CO INCKKRT4,794$295,3100.06%
232ISHARES TR4642873253,443$283,7870.06%
233INVESCO ACTVELY MNGD ETC FDIVZ18,271$273,1500.05%
234VANGUARD INDEX FDS922908736999$272,1390.05%
235ISHARES TR46429B6716,283$271,9760.05%
236INTEL CORPINTC7,594$269,9690.05%
237CENTENE CORP DELCNC3,909$269,2520.05%
238VANGUARD INDEX FDS9229086521,858$266,3070.05%
239MONOLITHIC PWR SYS INC609839105567$262,1400.05%
240IRON MTN INC DEL46284V1014,379$260,3490.05%
241INTUITIVE SURGICAL INCISRG890$260,1380.05%
242WELLTOWER INCWELL3,158$258,7390.05%
243SELECT SECTOR SPDR TR81369Y5062,854$257,9730.05%
244ENTERPRISE PRODS PARTNERS L2937921079,410$257,5520.05%
245SPDR SER TR78468R8536,946$256,3130.05%
246TRAVELERS COMPANIES INCTRV1,568$256,0900.05%
247ROCKWELL AUTOMATION INCROK865$247,2820.05%
248ISHARES TR4642878792,763$246,5210.05%
249SHIFT4 PMTS INC82452J1094,355$241,1360.05%
250ISHARES TR4642874732,296$239,5650.05%
251PROSHARES TR74347X6335,484$239,1570.05%
252VANGUARD INDEX FDS9229087441,717$236,7610.05%
253ISHARES TR4642876551,333$235,5940.05%
254EMERSON ELEC COEMR2,434$235,0220.05%
255ISHARES TR4642872262,489$234,0740.05%
256MURPHY USA INCMUSA676$231,0090.05%
257CSX CORPCSX7,469$229,6960.05%
258ISHARES TR4642871682,131$229,3810.05%
259AFLAC INCAFL2,979$228,6680.05%
260SCHWAB STRATEGIC TR8085248544,761$228,2540.05%
261ENBRIDGE INCENNPF6,861$227,7060.05%
262GLOBANT S AGLOB1,149$227,3300.05%
263INVESCO EXCH TRADED FD TR IIIVZ20,138$220,5060.04%
264THE CIGNA GROUP125523100750$214,5530.04%
265PROLOGIS INC.PLDGP1,888$211,8910.04%
266ISHARES TR4642875981,386$210,4440.04%
267SPDR SER TR78464A5991,658$210,4060.04%
268SCHWAB STRATEGIC TR8085245083,090$209,1150.04%
269ISHARES TR4642874081,338$205,8380.04%
270REGENERON PHARMACEUTICALSREGN250$205,7400.04%
271J P MORGAN EXCHANGE TRADED F46641Q2174,093$205,6200.04%
272ISHARES INC4642864006,700$205,4890.04%
273NORFOLK SOUTHN CORP6558441081,037$204,2160.04%
274ISHARES TR4642887522,585$202,8600.04%
275ISHARES TR4642878381,596$201,6070.04%
276ZIONS BANCORPORATION N A9897011075,768$201,2480.04%
277SIRIUS XM HOLDINGS INCSIRI43,282$195,6350.04%
278ORGANON & COOGN10,212$177,2800.04%
279FORD MTR CO DEL34537086013,899$172,6310.03%
280AT&T INCT-PC10,600$159,2160.03%
281ROYCE VALUE TR INCRVT10,695$137,6450.03%
282STONECO LTDSTNE10,529$112,3440.02%
283NUVEEN MUN HIGH INCOME OPPORNU11,999$111,3510.02%
284UNITI GROUP INCUNIT13,198$62,2950.01%
285SOLUNA HOLDINGS INCSLNHP268,660$56,3110.01%
286BLUEBIRD BIO INC09609G10010,000$30,4000.01%
287GAMIDA CELL LTDM4736410010,000$10,3000.00%