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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 Q2 2024 · Filed July 30, 2024 · Accession 0001765380-24-000249

Total Value
$639.6M
Positions
309
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (309)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL155,991$32.9M5.14%
2ALPHABET INCGOOG152,110$27.9M4.36%
3MICROSOFT CORPMSFT58,664$26.2M4.10%
4SCHWAB STRATEGIC TR808524797282,896$22.0M3.44%
5AMAZON COM INCAMZN98,572$19.0M2.98%
6SCHWAB STRATEGIC TR808524102276,848$17.4M2.72%
7NVIDIA CORPORATIONNVDA135,741$16.8M2.62%
8INVESCO EXCHANGE TRADED FD TIVZ132,474$13.6M2.13%
9ALPHABET INCGOOG57,299$10.4M1.63%
10ABBVIE INCABBV57,820$9.9M1.55%
11SELECT SECTOR SPDR TR81369Y80340,355$9.1M1.43%
12MERCK & CO INCMRK72,945$9.0M1.41%
13HONEYWELL INTL INC43851610639,717$8.5M1.33%
14VANGUARD INTL EQUITY INDEX F922042775143,657$8.4M1.32%
15SELECT SECTOR SPDR TR81369Y20953,754$7.8M1.22%
16MICRON TECHNOLOGY INCMU56,027$7.4M1.15%
17VANGUARD INTL EQUITY INDEX F92204286696,627$7.2M1.12%
18JOHNSON & JOHNSONJNJ46,699$6.8M1.07%
19ZOETIS INCZTS39,122$6.8M1.06%
20ISHARES TR46434V621110,279$6.4M0.99%
21J P MORGAN EXCHANGE TRADED F46641Q332100,691$5.7M0.89%
22META PLATFORMS INCMETA11,297$5.7M0.89%
23JPMORGAN CHASE & CO.VYLD26,259$5.3M0.83%
24SELECT SECTOR SPDR TR81369Y85258,636$5.0M0.79%
25WALMART INCWMT73,910$5.0M0.78%
26EXXON MOBIL CORPXOM43,207$5.0M0.78%
27ISHARES TR46428866140,291$4.7M0.73%
28MARVELL TECHNOLOGY INCMRVL62,053$4.3M0.68%
29ISHARES TR46434V456110,765$4.3M0.68%
30ISHARES TR46428744046,052$4.3M0.67%
31T-MOBILE US INCTMUSZ23,869$4.2M0.66%
32CAPITAL ONE FINL CORP14040H10530,149$4.2M0.65%
33VANGUARD INDEX FDS92290862917,170$4.2M0.65%
34CVS HEALTH CORPCVS69,404$4.1M0.64%
35BERKSHIRE HATHAWAY INC DELBRK-A9,912$4.0M0.63%
36QUALCOMM INCQCOM19,703$3.9M0.61%
37ISHARES TR46428787940,173$3.9M0.61%
38RTX CORPORATIONRTX38,566$3.9M0.61%
39HOME DEPOT INCHD10,879$3.7M0.59%
40SPDR INDEX SHS FDS78463X47560,516$3.7M0.58%
41SELECT SECTOR SPDR TR81369Y60587,881$3.6M0.56%
42MASTERCARD INCORPORATEDMA8,078$3.6M0.56%
43FEDEX CORPFDX11,752$3.5M0.55%
44PRUDENTIAL FINL INCPUKPF29,586$3.5M0.54%
45JACOBS SOLUTIONS INCJ24,649$3.4M0.54%
46MEDTRONIC PLCMDT43,699$3.4M0.54%
47PALO ALTO NETWORKS INCPANW10,117$3.4M0.54%
48ELEVANCE HEALTH INCELV6,235$3.4M0.53%
49ISHARES TR46428743236,509$3.4M0.52%
50SELECT SECTOR SPDR TR81369Y40718,357$3.3M0.52%
51VISA INCV12,654$3.3M0.52%
52ISHARES TR46428717629,129$3.1M0.49%
53ISHARES TR46428780428,437$3.0M0.47%
54SPDR S&P 500 ETF TRSPY5,558$3.0M0.47%
55PALANTIR TECHNOLOGIES INCPLTR118,853$3.0M0.47%
56CARNIVAL CORPCUKPF160,268$3.0M0.47%
57BROADCOM INCAVGO1,815$2.9M0.46%
58PFIZER INCPFE103,286$2.9M0.45%
59DUKE ENERGY CORP NEWDUKB28,694$2.9M0.45%
60ISHARES TR46428784620,731$2.7M0.43%
61FIDELITY COVINGTON TRUST31609260039,323$2.7M0.42%
62AMGEN INCAMGN8,306$2.6M0.41%
63NOVO-NORDISK A SNONOF18,131$2.6M0.40%
64PEPSICO INCPEP15,295$2.5M0.39%
65SELECT SECTOR SPDR TR81369Y30832,375$2.5M0.39%
66UNITEDHEALTH GROUP INCUNH4,845$2.5M0.39%
67ABBOTT LABSABLZF23,310$2.4M0.38%
68TJX COS INC NEW87254010921,163$2.3M0.36%
69GOLDMAN SACHS GROUP INCGSCE5,144$2.3M0.36%
70LOCKHEED MARTIN CORPLMT4,899$2.3M0.36%
71SHIFT4 PMTS INC82452J10931,060$2.3M0.36%
72SCHWAB STRATEGIC TR80852487043,170$2.2M0.35%
73THERMO FISHER SCIENTIFIC INCTMO4,011$2.2M0.35%
74EATON CORP PLCETN6,979$2.2M0.34%
75MCDONALDS CORPMCD8,546$2.2M0.34%
76COSTCO WHSL CORP NEW22160K1052,561$2.2M0.34%
77DEVON ENERGY CORP NEW25179M10345,535$2.2M0.34%
78UNITED RENTALS INCURI3,336$2.2M0.34%
79INVESCO QQQ TRIVZ4,334$2.1M0.32%
80CHEVRON CORP NEWCVX13,241$2.1M0.32%
81ISHARES INC46434G82229,417$2.0M0.31%
82NIKE INCNKE26,153$2.0M0.31%
83BLACKSTONE INCBX15,901$2.0M0.31%
84APPLIED MATLS INC0382221058,259$1.9M0.30%
85SALESFORCE INCCRM7,510$1.9M0.30%
86INVESCO EXCH TRD SLF IDX FDIVZ100,107$1.9M0.30%
87QUANTA SVCS INC74762E1027,550$1.9M0.30%
88VANGUARD SCOTTSDALE FDS92206C87023,163$1.9M0.29%
89SOLVENTUM CORPSOLV34,645$1.8M0.29%
90SPDR SER TR78464A87019,464$1.8M0.28%
91ADVANCED MICRO DEVICES INCAMD11,096$1.8M0.28%
92ISHARES TR46428879415,311$1.8M0.28%
93HALLIBURTON COHAL52,617$1.8M0.28%
94VANGUARD SCOTTSDALE FDS92206C40922,306$1.7M0.27%
95SELECT SECTOR SPDR TR81369Y88625,288$1.7M0.27%
96CARLISLE COS INC1423391004,149$1.7M0.26%
97NEXTERA ENERGY INCNEE-PW23,697$1.7M0.26%
98ISHARES GOLD TRIAU37,804$1.7M0.26%
99ELI LILLY & COLLY1,820$1.6M0.26%
100PHILIP MORRIS INTL INC71817210916,112$1.6M0.26%
101LOWES COS INC5486611077,285$1.6M0.25%
102ISHARES TR46428750727,186$1.6M0.25%
1033M COMMM14,757$1.5M0.24%
104CONOCOPHILLIPSCOP13,155$1.5M0.24%
105AUTOMATIC DATA PROCESSING INADP6,294$1.5M0.23%
106SUPER MICRO COMPUTER INCSMCI1,830$1.5M0.23%
107BANK AMERICA CORP06050510436,475$1.5M0.23%
108LPL FINL HLDGS INC50212V1004,957$1.4M0.22%
109GEN DIGITAL INCGENVR55,166$1.4M0.22%
110WESCO INTL INC95082P1058,591$1.4M0.21%
111AMERICAN EXPRESS COAXP5,813$1.3M0.21%
112GE AEROSPACE3696043018,366$1.3M0.21%
113REPUBLIC SVCS INC7607591006,842$1.3M0.21%
114JANUS DETROIT STR TR47103U85229,322$1.3M0.20%
115VERIZON COMMUNICATIONS INCVZ31,243$1.3M0.20%
116TEXAS INSTRS INC8825081046,620$1.3M0.20%
117SPDR GOLD TRGLD5,948$1.3M0.20%
118SELECT SECTOR SPDR TR81369Y70410,229$1.2M0.19%
119MOTOROLA SOLUTIONS INCMSI3,221$1.2M0.19%
120TRANE TECHNOLOGIES PLCTT3,768$1.2M0.19%
121ISHARES TR4642872002,237$1.2M0.19%
122ISHARES TR46428745714,945$1.2M0.19%
123ACCENTURE PLC IRELANDACN4,015$1.2M0.19%
124SOUTHERN COSOMN15,653$1.2M0.19%
125INCYTE CORPINCY19,959$1.2M0.19%
126SCHWAB STRATEGIC TR80852464923,368$1.2M0.19%
127ISHARES TR46434V73820,994$1.2M0.19%
128ISHARES INC46434G76420,048$1.2M0.19%
129ISHARES TR46428865311,385$1.2M0.18%
130DIREXION SHS ETF TR25460E30739,772$1.1M0.18%
131INTERNATIONAL BUSINESS MACHSINTR6,585$1.1M0.18%
132BLACKROCK INCBLK1,440$1.1M0.18%
133TESLA INCTSLA5,721$1.1M0.18%
134UNION PAC CORPUNP4,932$1.1M0.17%
135TRACTOR SUPPLY COTSCO4,098$1.1M0.17%
136GALLAGHER ARTHUR J & CO3635761094,248$1.1M0.17%
137KENVUE INCKVUE59,475$1.1M0.17%
138CASEYS GEN STORES INC1475281032,800$1.1M0.17%
139PROCTER AND GAMBLE CO7427181096,451$1.1M0.17%
140ORACLE CORPORCL-PD7,457$1.1M0.16%
141SNAP ON INCSNA3,986$1.0M0.16%
142LISTED FD TR53656F62331,739$1.0M0.16%
143UNITED PARCEL SERVICE INCUPS7,434$1.0M0.16%
144BLACKROCK MUNIYIELD QUALITYBLK88,533$989,7990.15%
145ILLINOIS TOOL WKS INC4523081094,165$986,9230.15%
146BOSTON SCIENTIFIC CORPBSX12,572$968,1700.15%
147CISCO SYS INCCSCO20,231$961,1870.15%
148ISHARES U S ETF TR46431W70510,100$938,5770.15%
149STRYKER CORPORATIONSYK2,745$933,9210.15%
150WATSCO INCWSO-B2,009$930,5260.15%
151INVESCO EXCHANGE TRADED FD TIVZ5,597$919,4750.14%
152CINTAS CORPCTAS1,307$915,3090.14%
153INTUITINTU1,370$900,2580.14%
154CONSOLIDATED EDISON INCED9,666$864,3680.14%
155ISHARES TR4642877215,592$841,5280.13%
156WEC ENERGY GROUP INCWEC10,621$833,3390.13%
157S&P GLOBAL INCSPGI1,862$830,2310.13%
158GITLAB INCGTLB16,509$820,8270.13%
159MARSH & MCLENNAN COS INC5717481023,878$817,2330.13%
160ATMOS ENERGY CORPATO6,998$816,2810.13%
161AMERIPRISE FINL INC03076C1061,894$809,1340.13%
162SPDR S&P MIDCAP 400 ETF TRMDY1,502$803,4730.13%
163BROADRIDGE FINL SOLUTIONS IN11133T1034,040$795,7950.12%
164SHELL PLCRYDAF11,008$794,5360.12%
165ISHARES TR4642875565,775$792,7420.12%
166SCHWAB STRATEGIC TR80852486216,169$778,2150.12%
167DISNEY WALT CO2546871067,552$749,8420.12%
168FASTENAL COFAST11,839$743,9530.12%
169MONDELEZ INTL INC60920710511,343$742,2700.12%
170PHILLIPS 66PSX5,190$732,6280.11%
171INVESCO EXCHANGE TRADED FD TIVZ24,312$730,0970.11%
172PROSHARES TR74347B6079,553$728,9680.11%
173AMPHENOL CORP NEW03209510110,786$726,6210.11%
174VANGUARD WORLD FD92204A7021,258$725,3500.11%
175VANGUARD INDEX FDS9229087444,486$719,5200.11%
176SPDR SER TR78464A3009,071$710,3340.11%
177EOG RES INCEOG5,606$705,5880.11%
178SPDR SER TR78464A4098,654$693,4540.11%
179SHERWIN WILLIAMS COSHW2,294$684,5010.11%
180ASML HOLDING N VASMLF659$674,1910.11%
181AMERICAN WTR WKS CO INC NEW0304201035,208$672,7270.11%
182PUBLIC SVC ENTERPRISE GRP IN7445731069,038$666,1010.10%
183L3HARRIS TECHNOLOGIES INCLHX2,945$661,3370.10%
184COCA COLA COKO10,019$637,7010.10%
185VICTORY PORTFOLIOS II92647P12617,004$635,2620.10%
186WASTE MGMT INC DEL94106L1092,935$626,0930.10%
187COHEN & STEERS INFRASTRUCTUR19248A10927,790$624,7190.10%
188ISHARES TR46428986711,014$620,2840.10%
189ISHARES TR4642873096,628$613,3640.10%
190STERIS PLCSTE2,787$611,8210.10%
191GENERAL DYNAMICS CORPGD2,090$606,2980.09%
192PAYCHEX INCPAYX5,054$599,2530.09%
193BECTON DICKINSON & COBDX2,440$570,1950.09%
194INVESCO EXCH TRD SLF IDX FDIVZ28,068$559,9570.09%
195EQUINIX INCEQIX737$557,9460.09%
196NASDAQ INCNDAQ9,243$556,9800.09%
197FIRST TR EXCHANGE TRADED FD33734X8469,505$536,2720.08%
198VANGUARD INDEX FDS9229086112,858$521,7330.08%
199HENRY JACK & ASSOC INC4262811013,125$518,7790.08%
200VANGUARD INDEX FDS9229083631,030$515,1520.08%
201VANGUARD INDEX FDS9229087691,916$512,5640.08%
202BERKLEY W R CORPWRB-PH6,461$507,6990.08%
203KKR & CO INCKKRT4,785$503,5730.08%
204INTUITIVE SURGICAL INCISRG1,112$494,6730.08%
205CATERPILLAR INCCAT1,472$490,4520.08%
206WISDOMTREE TRWT9,699$487,9550.08%
207JANUS DETROIT STR TR47103U7539,845$484,1770.08%
208SPDR SER TR78468R10116,668$481,1950.08%
209SPDR SER TR78464A5089,840$479,5940.07%
210ISHARES TR4642876141,298$473,2250.07%
211VANGUARD SPECIALIZED FUNDS9219088442,584$471,7950.07%
212POOL CORPPOOL1,516$465,7800.07%
213NUVEEN AMT FREE QLTY MUN INCNU40,509$464,2340.07%
214CITIGROUP INCC-PR7,265$461,0070.07%
215ADOBE INCADBE816$453,3770.07%
216VANGUARD INDEX FDS9229086522,684$453,0690.07%
217CROWDSTRIKE HLDGS INCCRWD1,172$449,0990.07%
218BLACKROCK MUN TARGET TERM TRBLK21,610$448,8430.07%
219ISHARES TR46429B6634,088$444,3810.07%
220ISHARES TR4642887603,345$441,7680.07%
221AZEK CO INC05478C10510,130$426,7770.07%
222MICROCHIP TECHNOLOGY INC.MCHPP4,580$419,0570.07%
223INVESCO EXCHANGE TRADED FD TIVZ11,355$416,2710.07%
224ESSENTIAL UTILS INC29670G10210,962$409,2010.06%
225VANGUARD INDEX FDS9229087511,861$405,8230.06%
226SCHWAB STRATEGIC TR8085244095,435$402,5880.06%
227INTERNATIONAL PAPER CO4601461039,324$402,3190.06%
228GILEAD SCIENCES INCGILD5,749$394,4560.06%
229ENBRIDGE INCENNPF11,081$394,3580.06%
230DISCOVER FINL SVCS2547091083,008$393,4250.06%
231MONOLITHIC PWR SYS INC609839105471$386,7060.06%
232MCCORMICK & CO INCMKC-V5,391$382,4560.06%
233SPDR SER TR78464A8621,504$372,1230.06%
234DANAHER CORPORATION2358511021,486$371,2770.06%
235PROLOGIS INC.PLDGP3,263$366,4610.06%
236GRANITESHARES GOLD TRBAR15,958$366,3960.06%
237ISHARES TR46432F8424,897$355,7350.06%
238PROSHARES TR74347X6335,484$350,9210.05%
239APOLLO GLOBAL MGMT INC03769M1062,959$349,3690.05%
240US BANCORP DELUSB-PS8,774$348,3400.05%
241ISHARES TR4642872263,528$342,4290.05%
242ISHARES TR4642874081,878$341,8150.05%
243FIDELITY COVINGTON TRUST31609A30510,540$340,0320.05%
244LISTED FD TR53656G20913,613$335,0260.05%
245ALTRIA GROUP INCMO7,347$334,6730.05%
246SPDR SER TR78464A7632,562$325,8360.05%
247ISHARES TR4642874732,692$325,0320.05%
248ROBERT HALF INC.RHI4,914$314,4210.05%
249ISHARES TR4642873253,265$303,1690.05%
250LEIDOS HOLDINGS INCLDOS2,048$298,7620.05%
251WELLTOWER INCWELL2,853$297,4250.05%
252VANGUARD WORLD FD92204A5041,086$288,7670.05%
253IRON MTN INC DEL46284V1013,206$287,3340.04%
254REGENERON PHARMACEUTICALSREGN266$279,5740.04%
255ENTERPRISE PRODS PARTNERS L2937921079,447$273,7840.04%
256INVESCO EXCH TRADED FD TR IIIVZ23,651$273,1670.04%
257TRAVELERS COMPANIES INCTRV1,334$271,2880.04%
258WINGSTOP INCWING640$270,5020.04%
259SPDR SER TR78468R8536,494$269,6950.04%
260ISHARES TR4642884142,526$269,1380.04%
261NETFLIX INCNFLX398$268,6020.04%
262EMERSON ELEC COEMR2,424$267,0700.04%
263SCHWAB STRATEGIC TR8085245083,423$266,4460.04%
264HEICO CORP NEWHEI-A1,191$266,3680.04%
265AFLAC INCAFL2,980$266,1380.04%
266TAIWAN SEMICONDUCTOR MFG LTD8740391001,526$265,2340.04%
267THE CIGNA GROUP125523100795$262,8030.04%
268VANGUARD INDEX FDS922908736698$261,2420.04%
269ROCKWELL AUTOMATION INCROK944$259,8950.04%
270KRANESHARES TRUST50076773614,022$259,5530.04%
271ISHARES TR4642871682,131$257,8080.04%
272SELECT SECTOR SPDR TR81369Y5062,787$254,0730.04%
273TERADYNE INCTER1,703$252,5650.04%
274CSX CORPCSX7,510$251,2110.04%
275BRISTOL-MYERS SQUIBB COCELG-RI6,028$250,3630.04%
276ISHARES TR46429B6715,935$250,2790.04%
277FIDELITY COVINGTON TRUST3160928081,451$248,9500.04%
278INTEL CORPINTC7,997$247,6740.04%
279ERIE INDTY CO29530P102683$247,3620.04%
280ISHARES TR4642876551,204$244,3490.04%
281STARBUCKS CORPSBUX3,074$239,3390.04%
282GODADDY INCGDDY1,699$237,3670.04%
283PAYPAL HLDGS INCPYPL4,089$237,2850.04%
284KIMBERLY-CLARK CORPKMB1,712$236,5790.04%
285INVESCO EXCH TRD SLF IDX FDIVZ12,254$234,9620.04%
286NORFOLK SOUTHN CORP6558441081,093$234,5590.04%
287THOMSON REUTERS CORP.TMSOF1,379$232,4300.04%
288SPDR SER TR78464A2849,127$232,1880.04%
289SCHWAB STRATEGIC TR8085248544,710$229,7140.04%
290SPDR DOW JONES INDL AVERAGE78467X109585$228,8110.04%
291SPDR SER TR78464A5991,466$221,5760.03%
292ISHARES TR4642875981,269$221,3240.03%
293CENTENE CORP DELCNC3,303$218,9890.03%
294ISHARES TR4642887522,155$217,7370.03%
295SEAGATE TECHNOLOGY HLDNGS PLSE2,097$216,5910.03%
296INVESCO EXCH TRADED FD TR IIIVZ9,006$215,7940.03%
297PROGRESSIVE CORP7433151031,032$214,4020.03%
298SSGA ACTIVE ETF TR78467V1037,746$214,0170.03%
299CRANE COMPANYCR1,444$209,3510.03%
300RCM TECHNOLOGIES INCRCMT10,926$204,5350.03%
301ISHARES TR4642888103,570$200,0630.03%
302INVESCO ACTVELY MNGD ETC FDIVZ12,954$182,0070.03%
303SOLUNA HOLDINGS INCSLNHP29,100$177,2190.03%
304ROYCE SMALL CAP TRUST INCRVT10,695$154,7570.02%
305FORD MTR CO DEL34537086011,306$141,7830.02%
306ADMA BIOLOGICS INCADMA10,841$121,2020.02%
307CHEGG INCCHGG11,398$36,0180.01%
308COHERUS BIOSCIENCES INCCHRS10,038$17,3660.00%
309BLUEBIRD BIO INC09609G10010,000$9,8420.00%