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TrinityPoint Wealth, LLC Buys US Foods Holding Corp, iShares Russell 1000 ETF, ConocoPhillips, Sells Exxon Mobil Corp, Walgreens Boots Alliance Inc, Textron Inc

Investment company TrinityPoint Wealth, LLC (Current Portfolio) buys US Foods Holding Corp, iShares Russell 1000 ETF, ConocoPhillips, SPDR S&P 500 ETF Trust, Texas Instruments Inc, sells Exxon Mobil Corp, Walgreens Boots Alliance Inc, Textron Inc, Cognizant Technology Solutions Corp, AbbVie Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, TrinityPoint Wealth, LLC. As of 2019Q4, TrinityPoint Wealth, LLC owns 207 stocks with a total value of $295 million. These are the details of the buys and sells.

For the details of TrinityPoint Wealth, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/trinitypoint+wealth%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of TrinityPoint Wealth, LLC
  1. Apple Inc (AAPL) - 58,544 shares, 5.82% of the total portfolio. Shares reduced by 5.27%
  2. Amazon.com Inc (AMZN) - 6,447 shares, 4.03% of the total portfolio. Shares added by 0.96%
  3. Schwab U.S. Broad MarketETF (SCHB) - 146,497 shares, 3.81% of the total portfolio. Shares reduced by 0.2%
  4. Alphabet Inc (GOOG) - 8,212 shares, 3.72% of the total portfolio. Shares added by 0.28%
  5. Microsoft Corp (MSFT) - 69,194 shares, 3.70% of the total portfolio. Shares reduced by 4.19%
New Purchase: US Foods Holding Corp (USFD)

TrinityPoint Wealth, LLC initiated holding in US Foods Holding Corp. The purchase prices were between $38.66 and $42.01, with an estimated average price of $40.14. The stock is now traded at around $40.14. The impact to a portfolio due to this purchase was 0.25%. The holding were 17,424 shares as of .

New Purchase: iShares Russell 1000 ETF (IWB)

TrinityPoint Wealth, LLC initiated holding in iShares Russell 1000 ETF. The purchase prices were between $158.94 and $178.97, with an estimated average price of $170.11. The stock is now traded at around $185.40. The impact to a portfolio due to this purchase was 0.24%. The holding were 3,994 shares as of .

New Purchase: Texas Instruments Inc (TXN)

TrinityPoint Wealth, LLC initiated holding in Texas Instruments Inc. The purchase prices were between $116.1 and $131.69, with an estimated average price of $123.39. The stock is now traded at around $132.45. The impact to a portfolio due to this purchase was 0.15%. The holding were 3,439 shares as of .

New Purchase: Truist Financial Corp (BBK)

TrinityPoint Wealth, LLC initiated holding in Truist Financial Corp. The purchase prices were between $46.2 and $50.5, with an estimated average price of $48.71. The stock is now traded at around $48.00. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,292 shares as of .

New Purchase: MetLife Inc (MET)

TrinityPoint Wealth, LLC initiated holding in MetLife Inc. The purchase prices were between $43.83 and $51.36, with an estimated average price of $48.37. The stock is now traded at around $51.70. The impact to a portfolio due to this purchase was 0.07%. The holding were 3,969 shares as of .

New Purchase: iShares Russell 1000 Growth ETF (IWF)

TrinityPoint Wealth, LLC initiated holding in iShares Russell 1000 Growth ETF. The purchase prices were between $154.88 and $176.84, with an estimated average price of $166.79. The stock is now traded at around $187.55. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,186 shares as of .

Added: ConocoPhillips (COP)

TrinityPoint Wealth, LLC added to a holding in ConocoPhillips by 265.82%. The purchase prices were between $53.07 and $65.03, with an estimated average price of $58.97. The stock is now traded at around $58.25. The impact to a portfolio due to this purchase was 0.23%. The holding were 14,439 shares as of .

Added: SPDR S&P 500 ETF Trust (SPY)

TrinityPoint Wealth, LLC added to a holding in SPDR S&P 500 ETF Trust by 36.26%. The purchase prices were between $288.06 and $322.94, with an estimated average price of $308.48. The stock is now traded at around $334.14. The impact to a portfolio due to this purchase was 0.15%. The holding were 5,246 shares as of .

Added: Amyris Inc (AMRS)

TrinityPoint Wealth, LLC added to a holding in Amyris Inc by 37.56%. The purchase prices were between $3.09 and $4.57, with an estimated average price of $3.69. The stock is now traded at around $3.10. The impact to a portfolio due to this purchase was 0.01%. The holding were 18,311 shares as of .

Sold Out: Textron Inc (TXT)

TrinityPoint Wealth, LLC sold out a holding in Textron Inc. The sale prices were between $43.45 and $50.63, with an estimated average price of $46.28.

Sold Out: Cognizant Technology Solutions Corp (CTSH)

TrinityPoint Wealth, LLC sold out a holding in Cognizant Technology Solutions Corp. The sale prices were between $58.9 and $64.15, with an estimated average price of $61.87.

Sold Out: International Paper Co (IP)

TrinityPoint Wealth, LLC sold out a holding in International Paper Co. The sale prices were between $38.43 and $47.42, with an estimated average price of $44.43.

Sold Out: Snap-on Inc (SNA)

TrinityPoint Wealth, LLC sold out a holding in Snap-on Inc. The sale prices were between $151.84 and $171.85, with an estimated average price of $163.3.

Sold Out: Ventas Inc (VTR)

TrinityPoint Wealth, LLC sold out a holding in Ventas Inc. The sale prices were between $55.15 and $74.56, with an estimated average price of $62.5.

Sold Out: KeyCorp (KEY)

TrinityPoint Wealth, LLC sold out a holding in KeyCorp. The sale prices were between $16.74 and $20.4, with an estimated average price of $18.92.



Here is the complete portfolio of TrinityPoint Wealth, LLC. Also check out:

1. TrinityPoint Wealth, LLC's Undervalued Stocks
2. TrinityPoint Wealth, LLC's Top Growth Companies, and
3. TrinityPoint Wealth, LLC's High Yield stocks
4. Stocks that TrinityPoint Wealth, LLC keeps buying

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