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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 2024 · Filed November 7, 2024 · Accession 0001765380-24-000406

Total Value
$695.6M
Positions
330
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (330)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL154,655$36.0M5.18%
2SCHWAB STRATEGIC TR808524797301,837$25.5M3.67%
3ALPHABET INCGOOG151,661$25.4M3.65%
4MICROSOFT CORPMSFT57,897$24.9M3.58%
5AMAZON COM INCAMZN100,644$18.8M2.70%
6SCHWAB STRATEGIC TR808524102274,155$18.2M2.62%
7INVESCO EXCHANGE TRADED FD TIVZ160,391$16.8M2.41%
8NVIDIA CORPORATIONNVDA136,451$16.6M2.38%
9ABBVIE INCABBV57,851$11.4M1.64%
10ALPHABET INCGOOG57,365$9.5M1.37%
11VANGUARD INTL EQUITY INDEX F922042775149,755$9.4M1.36%
12SELECT SECTOR SPDR TR81369Y80338,318$8.7M1.24%
13VANGUARD INTL EQUITY INDEX F922042866104,098$8.2M1.17%
14HONEYWELL INTL INC43851610639,233$8.1M1.17%
15LOCKHEED MARTIN CORPLMT13,690$8.0M1.15%
16JOHNSON & JOHNSONJNJ46,994$7.6M1.09%
17JPMORGAN CHASE & CO.VYLD35,746$7.5M1.08%
18ISHARES TR46428787969,685$7.5M1.08%
19SELECT SECTOR SPDR TR81369Y20948,364$7.4M1.07%
20ZOETIS INCZTS37,183$7.3M1.04%
21ISHARES TR46434V621110,399$6.9M0.99%
22META PLATFORMS INCMETA11,253$6.4M0.93%
23MICRON TECHNOLOGY INCMU57,986$6.0M0.86%
24J P MORGAN EXCHANGE TRADED F46641Q332100,798$6.0M0.86%
25SELECT SECTOR SPDR TR81369Y605129,040$5.8M0.84%
26WALMART INCWMT72,395$5.8M0.84%
27PFIZER INCPFE191,544$5.5M0.80%
28ISHARES TR46434V456131,534$5.5M0.78%
29EXXON MOBIL CORPXOM43,492$5.1M0.73%
30ISHARES TR46428866140,631$4.9M0.70%
31T-MOBILE US INCTMUSZ23,487$4.8M0.70%
32RTX CORPORATIONRTX38,752$4.7M0.68%
33ISHARES TR46428744047,017$4.6M0.66%
34VANGUARD INDEX FDS92290862917,287$4.6M0.66%
35BERKSHIRE HATHAWAY INC DELBRK-A9,813$4.5M0.65%
36CAPITAL ONE FINL CORP14040H10530,149$4.5M0.65%
37MARVELL TECHNOLOGY INCMRVL61,757$4.5M0.64%
38HOME DEPOT INCHD10,966$4.4M0.64%
39MERCK & CO INCMRK38,818$4.4M0.63%
40CVS HEALTH CORPCVS65,936$4.1M0.60%
41MASTERCARD INCORPORATEDMA8,144$4.0M0.58%
42SPDR INDEX SHS FDS78463X47561,098$4.0M0.57%
43SELECT SECTOR SPDR TR81369Y40719,675$3.9M0.57%
44MEDTRONIC PLCMDT43,763$3.9M0.57%
45GILEAD SCIENCES INCGILD43,606$3.7M0.53%
46SELECT SECTOR SPDR TR81369Y85240,262$3.6M0.52%
47ISHARES TR46428780430,716$3.6M0.52%
48PRUDENTIAL FINL INCPUKPF29,555$3.6M0.51%
49ISHARES TR46428743236,350$3.6M0.51%
50SELECT SECTOR SPDR TR81369Y30842,384$3.5M0.51%
51PALO ALTO NETWORKS INCPANW10,127$3.5M0.50%
52INVESCO EXCH TRD SLF IDX FDIVZ175,440$3.5M0.50%
53QUALCOMM INCQCOM19,798$3.4M0.48%
54DUKE ENERGY CORP NEWDUKB28,616$3.3M0.47%
55SPDR S&P 500 ETF TRSPY5,714$3.3M0.47%
56ELEVANCE HEALTH INCELV6,228$3.2M0.47%
57JACOBS SOLUTIONS INCJ24,602$3.2M0.46%
58FEDEX CORPFDX11,735$3.2M0.46%
59ISHARES TR46428717627,265$3.0M0.43%
60CARNIVAL CORPCUKPF161,418$3.0M0.43%
61FIDELITY COVINGTON TRUST31609260039,024$2.8M0.41%
62BROADCOM INCAVGO16,338$2.8M0.41%
63UNITEDHEALTH GROUP INCUNH4,775$2.8M0.40%
64ISHARES TR46428784619,940$2.8M0.40%
65UNITED RENTALS INCURI3,336$2.7M0.39%
66AMGEN INCAMGN8,369$2.7M0.39%
67ABBOTT LABSABLZF23,308$2.7M0.38%
68PIMCO ETF TR72201R58599,167$2.6M0.38%
69PEPSICO INCPEP15,499$2.6M0.38%
70MCDONALDS CORPMCD8,541$2.6M0.37%
71GOLDMAN SACHS GROUP INCGSCE5,178$2.6M0.37%
72NIKE INCNKE28,561$2.5M0.36%
73DEVON ENERGY CORP NEW25179M10363,966$2.5M0.36%
74THERMO FISHER SCIENTIFIC INCTMO3,962$2.5M0.35%
75TJX COS INC NEW87254010920,819$2.4M0.35%
76BLACKSTONE INCBX15,837$2.4M0.35%
77EATON CORP PLCETN6,810$2.3M0.32%
78INVESCO QQQ TRIVZ4,454$2.2M0.31%
79SALESFORCE INCCRM7,934$2.2M0.31%
80SCHWAB STRATEGIC TR80852487040,069$2.1M0.31%
81ISHARES INC46434G82229,766$2.1M0.31%
823M COMMM15,074$2.1M0.30%
83QUANTA SVCS INC74762E1026,901$2.1M0.30%
84NEXTERA ENERGY INCNEE-PW24,339$2.1M0.30%
85CHEVRON CORP NEWCVX13,612$2.0M0.29%
86ISHARES TR46428879415,256$2.0M0.28%
87VANGUARD SCOTTSDALE FDS92206C87023,417$2.0M0.28%
88COSTCO WHSL CORP NEW22160K1052,201$2.0M0.28%
89NOVO-NORDISK A SNONOF16,353$1.9M0.28%
90LOWES COS INC5486611077,134$1.9M0.28%
91SPDR SER TR78464A87019,465$1.9M0.28%
92SELECT SECTOR SPDR TR81369Y88623,261$1.9M0.27%
93ISHARES GOLD TRIAU37,799$1.9M0.27%
94ISHARES TR46428750729,303$1.8M0.26%
95CARDINAL HEALTH INCCAH16,518$1.8M0.26%
96ADVANCED MICRO DEVICES INCAMD11,075$1.8M0.26%
97VANGUARD SCOTTSDALE FDS92206C40922,788$1.8M0.26%
98PHILIP MORRIS INTL INC71817210914,643$1.8M0.26%
99CARLISLE COS INC1423391003,892$1.8M0.25%
100AUTOMATIC DATA PROCESSING INADP6,299$1.7M0.25%
101GE AEROSPACE3696043018,733$1.6M0.24%
102INVESCO EXCH TRD SLF IDX FDIVZ77,125$1.6M0.23%
103AMERICAN EXPRESS COAXP5,807$1.6M0.23%
104VISA INCV5,628$1.5M0.22%
105APPLIED MATLS INC0382221057,648$1.5M0.22%
106GEN DIGITAL INCGENVR55,931$1.5M0.22%
107HALLIBURTON COHAL52,446$1.5M0.22%
108ELI LILLY & COLLY1,700$1.5M0.22%
109SOLVENTUM CORPSOLV21,497$1.5M0.22%
110WESCO INTL INC95082P1058,884$1.5M0.21%
111ACCENTURE PLC IRELANDACN4,140$1.5M0.21%
112TRANE TECHNOLOGIES PLCTT3,759$1.5M0.21%
113BANK AMERICA CORP06050510436,593$1.5M0.21%
114ISHARES INC46434G76423,739$1.5M0.21%
115VERIZON COMMUNICATIONS INCVZ32,240$1.4M0.21%
116SPDR GOLD TRGLD5,938$1.4M0.21%
117MOTOROLA SOLUTIONS INCMSI3,206$1.4M0.21%
118INTERNATIONAL BUSINESS MACHSINTR6,505$1.4M0.21%
119BLACKROCK INCBLK1,494$1.4M0.20%
120SOUTHERN COSOMN15,685$1.4M0.20%
121SPDR SER TR78468R10148,086$1.4M0.20%
122SELECT SECTOR SPDR TR81369Y70410,337$1.4M0.20%
123KENVUE INCKVUE60,490$1.4M0.20%
124CONOCOPHILLIPSCOP13,079$1.4M0.20%
125ISHARES TR4642872002,385$1.4M0.20%
126REPUBLIC SVCS INC7607591006,832$1.4M0.20%
127INCYTE CORPINCY20,638$1.4M0.20%
128TEXAS INSTRS INC8825081046,590$1.4M0.20%
129TESLA INCTSLA5,185$1.4M0.20%
130ISHARES TR46434V73821,977$1.3M0.19%
131JANUS DETROIT STR TR47103U85228,656$1.3M0.19%
132GOLDMAN SACHS ETF TRNVGLF24,841$1.3M0.19%
133LPL FINL HLDGS INC50212V1005,605$1.3M0.19%
134WELLTOWER INCWELL10,068$1.3M0.19%
135UNION PAC CORPUNP5,145$1.3M0.18%
136ORACLE CORPORCL-PD7,441$1.3M0.18%
137LISTED FD TR53656F62333,176$1.2M0.18%
138ISHARES TR46428745714,945$1.2M0.18%
139GALLAGHER ARTHUR J & CO3635761094,363$1.2M0.18%
140SCHWAB STRATEGIC TR80852464923,342$1.2M0.18%
141SNAP ON INCSNA4,131$1.2M0.17%
142TRACTOR SUPPLY COTSCO4,089$1.2M0.17%
143CONSOLIDATED EDISON INCED11,266$1.2M0.17%
144PROCTER AND GAMBLE CO7427181096,669$1.2M0.17%
145DIREXION SHS ETF TR25460E30739,367$1.1M0.16%
146ILLINOIS TOOL WKS INC4523081094,208$1.1M0.16%
147CISCO SYS INCCSCO20,116$1.1M0.15%
148BLACKROCK MUNIYIELD QUALITYBLK88,680$1.1M0.15%
149CASEYS GEN STORES INC1475281032,786$1.0M0.15%
150WEC ENERGY GROUP INCWEC10,755$1.0M0.15%
151INVESCO EXCHANGE TRADED FD TIVZ5,612$1.0M0.14%
152BOSTON SCIENTIFIC CORPBSX11,987$1.0M0.14%
153STRYKER CORPORATIONSYK2,770$1.0M0.14%
154CINTAS CORPCTAS4,859$1.0M0.14%
155WATSCO INCWSO-B2,017$992,1250.14%
156ATMOS ENERGY CORPATO6,969$966,6770.14%
157AMERIPRISE FINL INC03076C1062,023$950,2330.14%
158ISHARES U S ETF TR46431W7059,729$905,3410.13%
159SELECT SECTOR SPDR TR81369Y86020,155$900,3370.13%
160SPDR S&P MIDCAP 400 ETF TRMDY1,569$893,5350.13%
161S&P GLOBAL INCSPGI1,719$887,8530.13%
162FASTENAL COFAST12,113$865,0940.12%
163MARSH & MCLENNAN COS INC5717481023,866$862,4990.12%
164SHERWIN WILLIAMS COSHW2,233$852,1920.12%
165BROADRIDGE FINL SOLUTIONS IN11133T1033,935$846,1200.12%
166FIRST TR EXCHANGE TRADED FD33734X84614,285$846,1080.12%
167ISHARES TR4642875565,776$841,0250.12%
168ISHARES TR4642877215,542$840,2640.12%
169GITLAB INCGTLB16,281$839,1230.12%
170ISHARES TR4642886537,448$814,3320.12%
171PUBLIC SVC ENTERPRISE GRP IN7445731069,083$810,2940.12%
172SPDR SER TR78464A3009,288$806,4030.12%
173FIDELITY COVINGTON TRUST3160928084,620$806,1310.12%
174SCHWAB STRATEGIC TR80852486216,191$793,0190.11%
175AMENTUM HOLDINGS INCAMTM24,499$790,0970.11%
176VICTORY PORTFOLIOS II92647P12619,864$782,2330.11%
177MONDELEZ INTL INC60920710510,588$780,0400.11%
178INTUITINTU1,245$773,3090.11%
179VANGUARD INDEX FDS9229087444,378$764,2350.11%
180SPDR SER TR78464A4099,126$756,9430.11%
181SHELL PLCRYDAF11,361$749,2870.11%
182L3HARRIS TECHNOLOGIES INCLHX3,126$743,6000.11%
183INVESCO EXCHANGE TRADED FD TIVZ23,038$742,5150.11%
184VANGUARD INDEX FDS9229087692,594$734,5130.11%
185DISNEY WALT CO2546871067,606$731,6440.11%
186COCA COLA COKO10,085$724,6880.10%
187UNITED PARCEL SERVICE INCUPS5,311$724,0980.10%
188PROSHARES TR74347B6079,397$723,7610.10%
189COHEN & STEERS INFRASTRUCTUR19248A10927,541$716,8960.10%
190AMERICAN WTR WKS CO INC NEW0304201034,872$712,4980.10%
191AMPHENOL CORP NEW03209510110,719$698,4310.10%
192PHILLIPS 66PSX5,312$698,2340.10%
193MCCORMICK & CO INCMKC-V8,401$691,4040.10%
194EOG RES INCEOG5,590$687,1520.10%
195VANGUARD WORLD FD92204A7021,166$683,8820.10%
196STERIS PLCSTE2,775$673,0510.10%
197NASDAQ INCNDAQ9,211$672,4720.10%
198ISHARES TR4642873096,948$665,2310.10%
199EQUINIX INCEQIX748$663,5370.10%
200ISHARES TR46428986710,994$651,2730.09%
201VANGUARD INDEX FDS9229083631,215$641,3260.09%
202WASTE MGMT INC DEL94106L1093,086$640,6760.09%
203GENERAL DYNAMICS CORPGD2,097$633,6810.09%
204KKR & CO INCKKRT4,800$626,7840.09%
205PAYCHEX INCPAYX4,539$609,1260.09%
206BECTON DICKINSON & COBDX2,468$594,9550.09%
207CATERPILLAR INCCAT1,495$584,7150.08%
208ENBRIDGE INCENNPF14,188$576,1760.08%
209SPDR SER TR78464A50810,898$576,0630.08%
210VANGUARD INDEX FDS9229086112,850$572,2900.08%
211POOL CORPPOOL1,516$571,1240.08%
212VANGUARD INDEX FDS9229086523,046$554,2740.08%
213BERKLEY W R CORPWRB-PH9,748$552,9940.08%
214HENRY JACK & ASSOC INC4262811013,129$552,3970.08%
215INTUITIVE SURGICAL INCISRG1,118$549,2400.08%
216ISHARES TR4642876141,449$544,0190.08%
217VANGUARD SPECIALIZED FUNDS9219088442,620$518,9110.07%
218ASML HOLDING N VASMLF622$518,4540.07%
219SUPER MICRO COMPUTER INCSMCI1,177$490,1030.07%
220NUVEEN AMT FREE QLTY MUN INCNU40,548$485,3640.07%
221DISCOVER FINL SVCS2547091083,440$482,5300.07%
222ISHARES TR46429B6634,092$481,2630.07%
223JANUS DETROIT STR TR47103U7539,708$475,2070.07%
224AZEK CO INC05478C10510,130$474,0840.07%
225SCHWAB STRATEGIC TR8085244095,800$466,1100.07%
226BLACKROCK MUN TARGET TERM TRBLK21,499$464,8070.07%
227US BANCORP DELUSB-PS10,124$462,9570.07%
228CITIGROUP INCC-PR7,288$456,2190.07%
229INTERNATIONAL PAPER CO4601461039,332$455,8520.07%
230PROLOGIS INC.PLDGP3,602$454,8310.07%
231MONOLITHIC PWR SYS INC609839105486$449,0200.06%
232VANGUARD INDEX FDS9229087511,863$441,9130.06%
233ISHARES TR46432F8425,608$437,7230.06%
234ADOBE INCADBE825$427,2210.06%
235ESSENTIAL UTILS INC29670G10210,963$422,8280.06%
236PROSHARES TR74347X6335,484$419,0870.06%
237DANAHER CORPORATION2358511021,483$412,3040.06%
238GRANITESHARES GOLD TRBAR15,681$407,2360.06%
239MICROCHIP TECHNOLOGY INC.MCHPP4,883$392,0880.06%
240ENERGY TRANSFER L PET-PI24,422$391,9750.06%
241IRON MTN INC DEL46284V1013,238$384,7270.06%
242LISTED FD TR53656G20913,613$379,8170.05%
243ISHARES TR4642874732,804$370,8290.05%
244ISHARES TR4642874081,878$370,2850.05%
245ERIE INDTY CO29530P102685$369,7020.05%
246PALANTIR TECHNOLOGIES INCPLTR9,834$365,8250.05%
247FIDELITY COVINGTON TRUST31609A30510,752$356,7670.05%
248SPDR SER TR78464A7632,492$354,0330.05%
249PAYPAL HLDGS INCPYPL4,504$351,4470.05%
250SPDR SER TR78464A8621,446$347,3170.05%
251EVEREST GROUP LTDEG881$345,2020.05%
252BRISTOL-MYERS SQUIBB COCELG-RI6,550$338,8840.05%
253ISHARES TR4642887602,249$336,5570.05%
254ROBERT HALF INC.RHI4,978$335,5910.05%
255LEIDOS HOLDINGS INCLDOS2,048$333,8240.05%
256AFLAC INCAFL2,980$333,1740.05%
257INVESCO EXCH TRD SLF IDX FDIVZ16,720$327,0390.05%
258STARBUCKS CORPSBUX3,332$324,8140.05%
259HEICO CORP NEWHEI-A1,211$316,7200.05%
260ISHARES TR4642872263,126$316,5280.05%
261TRAVELERS COMPANIES INCTRV1,335$312,4350.04%
262EMCOR GROUP INCEME694$298,7880.04%
263SPDR SER TR78464A28411,226$294,8960.04%
264VANGUARD WORLD FD92204A5041,045$294,8720.04%
265INVESCO EXCH TRADED FD TR IIIVZ23,838$294,4050.04%
266ISHARES TR4642871682,131$287,8340.04%
267ISHARES TR4642875981,506$285,8730.04%
268SPDR SER TR78468R8536,266$285,1840.04%
269ENTERPRISE PRODS PARTNERS L2937921079,466$275,5560.04%
270ISHARES TR4642884142,528$274,5760.04%
271SCHWAB STRATEGIC TR8085245083,290$273,3620.04%
272NORFOLK SOUTHN CORP6558441081,100$273,2720.04%
273WINGSTOP INCWING656$272,9480.04%
274REGENERON PHARMACEUTICALSREGN258$271,2200.04%
275TAIWAN SEMICONDUCTOR MFG LTD8740391001,561$271,0990.04%
276THE CIGNA GROUP125523100782$270,9160.04%
277ALTRIA GROUP INCMO5,301$270,5630.04%
278EMERSON ELEC COEMR2,442$267,1270.04%
279ISHARES TR4642876551,204$266,0270.04%
280KRANESHARES TRUST50076773613,785$265,3550.04%
281PROGRESSIVE CORP7433151031,042$264,4780.04%
282VANGUARD INDEX FDS922908736684$262,5840.04%
283CSX CORPCSX7,528$259,9360.04%
284GODADDY INCGDDY1,642$257,4330.04%
285ISHARES TR4642873252,613$256,5410.04%
286CROWN CASTLE INCCCI2,149$254,9400.04%
287ISHARES TR4642887522,005$254,7760.04%
288APOLLO GLOBAL MGMT INC03769M1062,020$252,3180.04%
289SELECT SECTOR SPDR TR81369Y5062,839$249,2690.04%
290SSGA ACTIVE ETF TR78467V1038,644$248,4190.04%
291SPDR DOW JONES INDL AVERAGE78467X109585$247,5250.04%
292KIMBERLY-CLARK CORPKMB1,711$243,3870.03%
293SCHWAB STRATEGIC TR8085248544,800$242,8710.03%
294ROCKWELL AUTOMATION INCROK903$242,3030.03%
295COMCAST CORP NEWCCZ5,746$239,9970.03%
296METLIFE INCMET-PF2,870$236,7230.03%
297SPDR SER TR78464A5991,466$235,6160.03%
298THOMSON REUTERS CORP.TMSOF1,379$235,2290.03%
299CRANE COMPANYCR1,444$228,5560.03%
300CHUBB LIMITEDCB788$227,2510.03%
301RCM TECHNOLOGIES INCRCMT10,926$221,5790.03%
302INVESCO EXCH TRADED FD TR IIIVZ9,042$221,1760.03%
303SEAGATE TECHNOLOGY HLDNGS PLSE1,993$218,3060.03%
304PROSHARES TR74348A4672,043$218,1110.03%
305ISHARES TR4642882403,783$216,4720.03%
306TERADYNE INCTER1,608$215,4000.03%
307HALOZYME THERAPEUTICS INCHALO3,737$213,9060.03%
308VANECK ETF TRUST92189F1065,359$213,4140.03%
309PARKER-HANNIFIN CORPPH337$212,6340.03%
310MORGAN STANLEYMS-PQ2,023$210,8780.03%
311CENCORA INCCOR936$210,7400.03%
312ISHARES TR4642887291,415$210,4810.03%
313GLOBANT S AGLOB1,048$207,6510.03%
314AT&T INCT-PC9,352$205,7370.03%
315ZIONS BANCORPORATION N A9897011074,352$205,5120.03%
316VANGUARD WORLD FD921910873988$204,1670.03%
317ISHARES TR4642888103,420$202,5320.03%
318CROWDSTRIKE HLDGS INCCRWD720$201,9380.03%
319ALNYLAM PHARMACEUTICALS INCALNY728$200,2220.03%
320VANECK ETF TRUST92189F35310,044$199,7750.03%
321EXTREME NETWORKSEXTR11,910$179,0070.03%
322ROYCE SMALL CAP TRUST INCRVT10,695$167,9120.02%
323INVESCO ACTVELY MNGD ETC FDIVZ11,695$157,0640.02%
324FORD MTR CO34537086012,092$127,6920.02%
325SSR MINING INSSRGF13,705$77,8440.01%
326SOLUNA HOLDINGS INCSLNHP22,027$68,9450.01%
327SHOALS TECHNOLOGIES GROUP INSHLS10,781$60,4810.01%
328CHEGG INCCHGG12,011$21,2590.00%
329COHERUS BIOSCIENCES INCCHRS10,038$10,4400.00%
330BLUEBIRD BIO INC09609G10010,000$5,1950.00%