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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 Q1 2024 · Filed May 8, 2024 · Accession 0001765380-24-000197

Total Value
$604.4M
Positions
308
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (308)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL156,039$26.8M4.43%
2MICROSOFT CORPMSFT58,576$24.6M4.08%
3ALPHABET INCGOOG148,480$22.6M3.74%
4SCHWAB STRATEGIC TR808524797261,140$21.1M3.48%
5AMAZON COM INCAMZN100,483$18.1M3.00%
6SCHWAB STRATEGIC TR808524102275,640$16.8M2.78%
7NVIDIA CORPORATIONNVDA14,608$13.2M2.18%
8INVESCO EXCHANGE TRADED FD TIVZ122,149$13.0M2.15%
9ABBVIE INCABBV58,683$10.7M1.77%
10SELECT SECTOR SPDR TR81369Y20968,715$10.2M1.68%
11MERCK & CO INCMRK74,045$9.8M1.62%
12ALPHABET INCGOOG58,785$8.9M1.47%
13JOHNSON & JOHNSONJNJ55,469$8.8M1.45%
14VANGUARD INTL EQUITY INDEX F922042775145,665$8.5M1.41%
15SELECT SECTOR SPDR TR81369Y80339,243$8.2M1.35%
16HONEYWELL INTL INC43851610639,650$8.1M1.35%
17VANGUARD INTL EQUITY INDEX F92204286696,871$7.4M1.22%
18MICRON TECHNOLOGY INCMU56,287$6.6M1.10%
19ISHARES TR46434V621107,380$6.2M1.03%
20ZOETIS INCZTS35,867$6.1M1.00%
21META PLATFORMS INCMETA11,631$5.6M0.93%
22J P MORGAN EXCHANGE TRADED F46641Q33293,296$5.4M0.89%
23JPMORGAN CHASE & COVYLD25,869$5.2M0.86%
24SELECT SECTOR SPDR TR81369Y85259,256$4.8M0.80%
25EXXON MOBIL CORPXOM40,372$4.7M0.78%
26UNITEDHEALTH GROUP INCUNH9,453$4.7M0.77%
27CAPITAL ONE FINL CORP14040H10530,159$4.5M0.74%
28ISHARES TR46428866138,671$4.5M0.74%
29MARVELL TECHNOLOGY INCMRVL62,154$4.4M0.73%
30ISHARES TR46428744044,663$4.2M0.70%
31CVS HEALTH CORPCVS52,278$4.2M0.69%
32QUALCOMM INCQCOM24,564$4.2M0.69%
33VANGUARD INDEX FDS92290862915,955$4.0M0.66%
34HOME DEPOT INCHD10,335$4.0M0.66%
35MASTERCARD INCORPORATEDMA8,005$3.9M0.64%
36PFIZER INCPFE138,723$3.8M0.64%
37ISHARES TR46434V45696,445$3.8M0.63%
38T-MOBILE US INCTMUSZ23,283$3.8M0.63%
39JACOBS SOLUTIONS INCJ24,659$3.8M0.63%
40RTX CORPORATIONRTX38,547$3.8M0.62%
41WALMART INCWMT60,330$3.6M0.60%
42SPDR INDEX SHS FDS78463X47558,819$3.5M0.58%
43PRUDENTIAL FINL INCPUKPF29,863$3.5M0.58%
44VISA INCV12,558$3.5M0.58%
45MEDTRONIC PLCMDT39,506$3.4M0.57%
46ISHARES TR46428787933,121$3.4M0.56%
47FEDEX CORPFDX11,740$3.4M0.56%
48ISHARES TR46428717630,911$3.3M0.55%
49ISHARES TR46428743235,003$3.3M0.55%
50BERKSHIRE HATHAWAY INC DELBRK-A7,836$3.3M0.55%
51SELECT SECTOR SPDR TR81369Y40717,874$3.3M0.54%
52ELEVANCE HEALTH INCELV6,240$3.2M0.54%
53ISHARES TR46428780426,665$2.9M0.49%
54SELECT SECTOR SPDR TR81369Y60568,477$2.9M0.48%
55SPDR S&P 500 ETF TRSPY5,498$2.9M0.48%
56PALO ALTO NETWORKS INCPANW10,022$2.8M0.47%
57FIDELITY COVINGTON TRUST31609260039,891$2.8M0.46%
58ISHARES TR46428784620,780$2.7M0.44%
59DUKE ENERGY CORP NEWDUKB27,130$2.6M0.43%
60SELECT SECTOR SPDR TR81369Y30833,299$2.5M0.42%
61ABBOTT LABSABLZF21,906$2.5M0.41%
62BROADCOM INCAVGO1,873$2.5M0.41%
63UNITED RENTALS INCURI3,436$2.5M0.41%
64NOVO-NORDISK A SNONOF18,780$2.4M0.40%
65MCDONALDS CORPMCD8,530$2.4M0.40%
66SALESFORCE INCCRM7,975$2.4M0.40%
67SCHWAB STRATEGIC TR80852487045,874$2.4M0.40%
68PEPSICO INCPEP13,391$2.3M0.39%
69DEVON ENERGY CORP NEW25179M10345,867$2.3M0.38%
70AMGEN INCAMGN8,008$2.3M0.38%
71THERMO FISHER SCIENTIFIC INCTMO3,875$2.3M0.37%
72BLACKSTONE INCBX16,909$2.2M0.37%
73EATON CORP PLCETN6,998$2.2M0.36%
74KENVUE INCKVUE100,242$2.2M0.36%
75HALLIBURTON COHAL53,742$2.1M0.35%
76ISHARES INC46434G82229,460$2.1M0.35%
77TJX COS INC NEW87254010920,654$2.1M0.35%
78CHEVRON CORP NEWCVX12,959$2.0M0.34%
79ADVANCED MICRO DEVICES INCAMD11,242$2.0M0.34%
80NIKE INCNKE21,527$2.0M0.33%
81LOCKHEED MARTIN CORPLMT4,416$2.0M0.33%
82QUANTA SVCS INC74762E1027,559$2.0M0.32%
83COSTCO WHSL CORP NEW22160K1052,613$1.9M0.32%
84SUPER MICRO COMPUTER INCSMCI1,881$1.9M0.31%
85SPDR SER TR78464A87019,460$1.8M0.31%
86LOWES COS INC5486611077,139$1.8M0.30%
87VANGUARD SCOTTSDALE FDS92206C87022,545$1.8M0.30%
88SELECT SECTOR SPDR TR81369Y88626,569$1.7M0.29%
89APPLIED MATLS INC0382221058,415$1.7M0.29%
90VANGUARD SCOTTSDALE FDS92206C40921,601$1.7M0.28%
91CONOCOPHILLIPSCOP13,032$1.7M0.27%
92CARLISLE COS INC1423391004,152$1.6M0.27%
93ISHARES TR46428750726,584$1.6M0.27%
94ISHARES GOLD TRIAU38,008$1.6M0.26%
95AUTOMATIC DATA PROCESSING INADP6,296$1.6M0.26%
963M COMMM14,700$1.6M0.26%
97WESCO INTL INC95082P1058,561$1.5M0.24%
98PHILIP MORRIS INTL INC71817210915,960$1.5M0.24%
99INVESCO QQQ TRIVZ3,285$1.5M0.24%
100BLACKROCK MUNIYIELD QUALITYBLK125,455$1.4M0.24%
101ELI LILLY & COLLY1,797$1.4M0.23%
102BANK AMERICA CORP06050510436,696$1.4M0.23%
103NEXTERA ENERGY INCNEE-PW21,513$1.4M0.23%
104LISTED FD TR53656F62341,390$1.3M0.22%
105NUVEEN AMT FREE QLTY MUN INCNU120,090$1.3M0.22%
106AMERICAN EXPRESS COAXP5,803$1.3M0.22%
107REPUBLIC SVCS INC7607591006,815$1.3M0.22%
108SCHWAB STRATEGIC TR80852464924,955$1.3M0.21%
109JANUS DETROIT STR TR47103U85228,720$1.3M0.21%
110ACCENTURE PLC IRELANDACN3,724$1.3M0.21%
111SELECT SECTOR SPDR TR81369Y70410,223$1.3M0.21%
112VERIZON COMMUNICATIONS INCVZ30,315$1.3M0.21%
113INTERNATIONAL BUSINESS MACHSINTR6,578$1.3M0.21%
114ISHARES TR46434V73821,480$1.2M0.21%
115ISHARES TR46428745714,945$1.2M0.20%
116SPDR GOLD TRGLD5,936$1.2M0.20%
117GEN DIGITAL INCGENVR53,020$1.2M0.20%
118BLACKROCK INCBLK1,417$1.2M0.20%
119TRANE TECHNOLOGIES PLCTT3,901$1.2M0.19%
120ISHARES TR46428865311,127$1.2M0.19%
121UNITED PARCEL SERVICE INCUPS7,753$1.2M0.19%
122TEXAS INSTRS INC8825081046,604$1.2M0.19%
123SNAP ON INCSNA3,850$1.1M0.19%
124DIREXION SHS ETF TR25460E30739,772$1.1M0.19%
125SOUTHERN COSOMN15,666$1.1M0.19%
126UNION PAC CORPUNP4,554$1.1M0.19%
127TESLA INCTSLA6,269$1.1M0.18%
128ILLINOIS TOOL WKS INC4523081094,096$1.1M0.18%
129TRACTOR SUPPLY COTSCO4,074$1.1M0.18%
130GALLAGHER ARTHUR J & CO3635761094,145$1.0M0.17%
131DOW INCDOW17,858$1.0M0.17%
132INCYTE CORPINCY18,131$1.0M0.17%
133ISHARES INC46434G76417,920$1.0M0.17%
134PROCTER AND GAMBLE CO7427181096,010$975,1060.16%
135ASANA INCASAN62,725$971,6100.16%
136STRYKER CORPORATIONSYK2,698$965,5290.16%
137ISHARES TR4642872001,820$957,0700.16%
138ISHARES U S ETF TR46431W70510,155$954,9600.16%
139CISCO SYS INCCSCO19,085$952,5340.16%
140INVESCO EXCHANGE TRADED FD TIVZ5,550$940,0040.16%
141DISNEY WALT CO2546871067,473$914,3920.15%
142PHILLIPS 66PSX5,505$899,1740.15%
143CONSOLIDATED EDISON INCED9,857$895,0950.15%
144CINTAS CORPCTAS1,299$892,4860.15%
145CASEYS GEN STORES INC1475281032,785$886,9160.15%
146INTUITINTU1,356$881,3590.15%
147ORACLE CORPORCL-PD7,004$879,7300.15%
148BOSTON SCIENTIFIC CORPBSX12,639$865,6450.14%
149WEC ENERGY GROUP INCWEC10,423$855,9290.14%
150FASTENAL COFAST11,074$854,2110.14%
151BROADRIDGE FINL SOLUTIONS IN11133T1034,157$851,5170.14%
152WATSCO INCWSO-B1,952$843,4150.14%
153CARRIER GLOBAL CORPORATIONCARR14,457$840,3950.14%
154ATMOS ENERGY CORPATO7,026$835,1430.14%
155AMERIPRISE FINL INC03076C1061,882$824,9700.14%
156ISHARES TR4642875565,888$808,0160.13%
157MARSH & MCLENNAN COS INC5717481023,874$797,8770.13%
158SHERWIN WILLIAMS COSHW2,280$791,7540.13%
159MONDELEZ INTL INC60920710511,302$791,1640.13%
160S&P GLOBAL INCSPGI1,850$787,2580.13%
161PROSHARES TR74347B60710,150$776,5790.13%
162INVESCO EXCHANGE TRADED FD TIVZ24,352$774,1360.13%
163ISHARES TR4642877215,666$765,2880.13%
164SCHWAB STRATEGIC TR80852486215,836$763,4500.13%
165SHELL PLCRYDAF10,916$731,7770.12%
166VANGUARD INDEX FDS9229087444,384$713,8980.12%
167EOG RES INCEOG5,582$713,6150.12%
168VANGUARD WORLD FD92204A7021,317$690,5560.11%
169COHEN & STEERS INFRASTRUCTUR19248A10927,790$655,0100.11%
170SPDR SER TR78464A3007,817$648,5500.11%
171JUNIPER NETWORKS INC48203R10417,344$642,7590.11%
172AMERICAN WTR WKS CO INC NEW0304201035,185$633,7170.10%
173L3HARRIS TECHNOLOGIES INCLHX2,942$627,0180.10%
174ASML HOLDING N VASMLF645$625,8300.10%
175WASTE MGMT INC DEL94106L1092,933$625,2420.10%
176STERIS PLCSTE2,767$622,1520.10%
177AMPHENOL CORP NEW0320951015,383$620,9370.10%
178SPDR SER TR78464A4098,285$606,0540.10%
179POOL CORPPOOL1,502$605,9690.10%
180EQUINIX INCEQIX731$603,6030.10%
181PUBLIC SVC ENTERPRISE GRP IN7445731069,000$601,0200.10%
182COCA COLA COKO9,805$599,8810.10%
183BECTON DICKINSON & COBDX2,420$598,8690.10%
184PAYCHEX INCPAYX4,752$583,5220.10%
185ISHARES TR46428986710,463$582,4790.10%
186NASDAQ INCNDAQ9,198$580,4040.10%
187BERKLEY W R CORPWRB-PH6,411$566,9850.09%
188GENERAL DYNAMICS CORPGD1,987$561,3110.09%
189ISHARES TR4642873096,518$550,4150.09%
190BLACKROCK MUN TARGET TERM TRBLK26,053$548,6680.09%
191VANGUARD INDEX FDS9229086112,858$548,4880.09%
192JANUS DETROIT STR TR47103U84510,734$544,6440.09%
193GOLDMAN SACHS GROUP INCGSCE1,301$543,2560.09%
194AIR PRODS & CHEMS INCAIIR2,241$542,8960.09%
195CATERPILLAR INCCAT1,473$539,7380.09%
196SPDR S&P MIDCAP 400 ETF TRMDY946$526,3840.09%
197HENRY JACK & ASSOC INC4262811012,995$520,2490.09%
198AZEK CO INC05478C10510,130$508,7290.08%
199VANGUARD INDEX FDS9229087691,915$497,7180.08%
200INTUITIVE SURGICAL INCISRG1,225$488,8850.08%
201KKR & CO INCKKRT4,820$484,7960.08%
202VANGUARD INDEX FDS9229083631,005$483,3340.08%
203WISDOMTREE TRWT9,415$473,4770.08%
204VANGUARD SPECIALIZED FUNDS9219088442,584$471,9500.08%
205VANGUARD INDEX FDS9229086522,656$465,5560.08%
206ISHARES TR4642876141,368$461,1690.08%
207SPDR SER TR78464A5089,115$456,6420.08%
208MOTOROLA SOLUTIONS INCMSI1,280$454,3740.08%
209CITIGROUP INCC-PR7,152$452,2760.07%
210ISHARES TR46429B6634,085$450,2330.07%
211ISHARES TR4642887603,358$443,0710.07%
212GILEAD SCIENCES INCGILD5,886$431,1450.07%
213SCHWAB STRATEGIC TR8085244095,435$412,9130.07%
214MCCORMICK & CO INCMKC-V5,362$411,8220.07%
215ESSENTIAL UTILS INC29670G10210,961$406,1010.07%
216VANGUARD INDEX FDS9229087511,768$404,2000.07%
217ADOBE INCADBE793$400,1480.07%
218MICROCHIP TECHNOLOGY INC.MCHPP4,360$391,1220.06%
219ROBERT HALF INC.RHI4,914$389,6100.06%
220INVESCO EXCHANGE TRADED FD TIVZ10,995$386,8990.06%
221PROSHARES TR74347X6335,484$374,6670.06%
222MONOLITHIC PWR SYS INC609839105552$373,6330.06%
223DISCOVER FINL SVCS2547091082,848$373,3120.06%
224DANAHER CORPORATION2358511021,483$370,3350.06%
225BRISTOL-MYERS SQUIBB COCELG-RI6,771$367,2000.06%
226INTERNATIONAL PAPER CO4601461039,390$366,4080.06%
227ISHARES TR4642874732,867$359,3210.06%
228CROWDSTRIKE HLDGS INCCRWD1,104$353,9310.06%
229ISHARES TR4642874081,878$350,8290.06%
230SPDR SER TR78464A8621,504$348,9970.06%
231IRON MTN INC DEL46284V1014,311$345,7480.06%
232LISTED FD TR53656G20913,813$345,3550.06%
233GRANITESHARES GOLD TRBAR15,708$344,9480.06%
234US BANCORP DELUSB-PS7,665$342,6480.06%
235PIONEER NAT RES CO7237871071,292$339,2340.06%
236APOLLO GLOBAL MGMT INC03769M1062,987$335,8880.06%
237ISHARES TR4642884143,114$335,0890.06%
238ISHARES TR46432F8424,483$332,7220.06%
239INTEL CORPINTC7,466$329,7880.05%
240SPDR SER TR78464A7632,474$324,7460.05%
241PROLOGIS INC.PLDGP2,440$317,7510.05%
242SPDR SER TR78464A28412,340$317,0150.05%
243TRAVELERS COMPANIES INCTRV1,360$312,9360.05%
244ISHARES TR4642872263,195$312,9140.05%
245FIDELITY COVINGTON TRUST31609A30510,525$311,0220.05%
246ALTRIA GROUP INCMO7,129$310,9860.05%
247THE CIGNA GROUP125523100829$301,0850.05%
248ISHARES TR4642873253,179$296,1050.05%
249VANGUARD WORLD FD92204A5041,086$293,6740.05%
250WELLTOWER INCWELL3,101$289,7570.05%
251ROCKWELL AUTOMATION INCROK974$283,6510.05%
252INVESCO EXCH TRADED FD TR IIIVZ23,468$278,8040.05%
253SCHWAB STRATEGIC TR8085245083,423$278,7700.05%
254CSX CORPCSX7,471$276,9350.05%
255EMERSON ELEC COEMR2,427$275,2710.05%
256ENTERPRISE PRODS PARTNERS L2937921079,429$275,1420.05%
257NORFOLK SOUTHN CORP6558441081,072$273,3130.05%
258ERIE INDTY CO29530P102680$273,1920.05%
259SPDR SER TR78468R8536,305$271,3560.04%
260PAYPAL HLDGS INCPYPL4,046$271,0420.04%
261LEIDOS HOLDINGS INCLDOS2,048$268,4720.04%
262ISHARES TR4642871682,131$262,4970.04%
263KRANESHARES TRUST50076773613,752$260,3390.04%
264SELECT SECTOR SPDR TR81369Y5062,749$259,5140.04%
265ISHARES TR4642876551,225$257,6180.04%
266AFLAC INCAFL2,980$255,8420.04%
267ISHARES TR4642887522,205$255,2190.04%
268CENTENE CORP DELCNC3,205$251,5280.04%
269REGENERON PHARMACEUTICALSREGN259$249,2850.04%
270WINGSTOP INCWING676$247,6860.04%
271STARBUCKS CORPSBUX2,700$246,7350.04%
272VANGUARD INDEX FDS922908736698$240,4200.04%
273ENBRIDGE INCENNPF6,509$235,4960.04%
274SPDR SER TR78464A5991,501$234,1880.04%
275GENERAL ELECTRIC CO3696043011,328$233,1380.04%
276SPDR DOW JONES INDL AVERAGE78467X109585$232,6900.04%
277NUCOR CORPNUE1,164$230,3040.04%
278ISHARES TR46429B6715,796$230,2760.04%
279HEICO CORP NEWHEI-A1,191$227,5220.04%
280ISHARES TR4642875981,268$227,1250.04%
281NETFLIX INCNFLX373$226,5340.04%
282KIMBERLY-CLARK CORPKMB1,725$223,1780.04%
283FIDELITY COVINGTON TRUST3160928081,430$222,8850.04%
284GODADDY INCGDDY1,876$222,6440.04%
285GLOBANT S AGLOB1,085$219,0620.04%
286ISHARES INC4642864006,735$218,3560.04%
287INVESCO EXCH TRADED FD TR IIIVZ9,172$218,0200.04%
288ISHARES TR4642878381,467$216,7200.04%
289THOMSON REUTERS CORP.TMSOF1,379$214,8640.04%
290GMS INC36251C1032,200$214,1480.04%
291ISHARES TR4642888103,640$213,2680.04%
292MURPHY USA INCMUSA506$212,1150.04%
293EMCOR GROUP INCEME598$209,4200.03%
294METLIFE INCMET-PF2,809$208,1400.03%
295TAIWAN SEMICONDUCTOR MFG LTD8740391001,526$207,6120.03%
296EXPEDIA GROUP INCEXPE1,484$204,4210.03%
297SCHWAB STRATEGIC TR8085248544,167$204,3910.03%
298GXO LOGISTICS INCORPORATEDGXO3,779$203,1590.03%
299CHUBB LIMITEDCB781$202,3810.03%
300STONECO LTDSTNE11,741$195,0180.03%
301INVESCO ACTVELY MNGD ETC FDIVZ12,954$179,6750.03%
302ROYCE VALUE TR INCRVT10,695$162,2430.03%
303FORD MTR CO DEL34537086011,137$147,9010.02%
304SIRIUS XM HOLDINGS INCSIRI36,429$141,3450.02%
305UNITI GROUP INCUNIT12,011$70,8650.01%
306SOLUNA HOLDINGS INCSLNHP10,747$30,9510.01%
307BLUEBIRD BIO INC09609G10010,000$12,8000.00%
308GAMIDA CELL LTDM4736410010,000$3610.00%