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TrinityPoint Wealth, LLC Buys FedEx Corp, Vanguard Intermediate-Term Corporate Bond ETF, United Parcel Service Inc, Sells AdvisorShares Pure US Cannabis ETF, iShares iBoxx USD Investment Grade Corporate Bond , Uber Technologies Inc

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Nov 12, 2021
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Investment company TrinityPoint Wealth, LLC (Current Portfolio) buys FedEx Corp, Vanguard Intermediate-Term Corporate Bond ETF, United Parcel Service Inc, Vanguard FTSE Pacific ETF, Exxon Mobil Corp, sells AdvisorShares Pure US Cannabis ETF, iShares iBoxx USD Investment Grade Corporate Bond , Uber Technologies Inc, Las Vegas Sands Corp, Berry Global Group Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, TrinityPoint Wealth, LLC. As of 2021Q3, TrinityPoint Wealth, LLC owns 304 stocks with a total value of $523 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) - 185,170 shares, 5.01% of the total portfolio. Shares added by 2.76%
  2. Amazon.com Inc (AMZN) - 6,828 shares, 4.29% of the total portfolio. Shares added by 1.28%
  3. PayPal Holdings Inc (PYPL) - 84,317 shares, 4.20% of the total portfolio. Shares added by 0.87%
  4. Alphabet Inc (GOOG) - 7,345 shares, 3.75% of the total portfolio. Shares reduced by 0.94%
  5. Microsoft Corp (MSFT) - 62,022 shares, 3.34% of the total portfolio. Shares added by 1.48%
New Purchase: VanEck Oil Services ETF (OIH)

TrinityPoint Wealth, LLC initiated holding in VanEck Oil Services ETF. The purchase prices were between $167.67 and $227.85, with an estimated average price of $190.33. The stock is now traded at around $205.770000. The impact to a portfolio due to this purchase was 0.21%. The holding were 5,625 shares as of 2021-09-30.

New Purchase: Dow Inc (DOW)

TrinityPoint Wealth, LLC initiated holding in Dow Inc. The purchase prices were between $55.53 and $65.38, with an estimated average price of $61.26. The stock is now traded at around $60.094700. The impact to a portfolio due to this purchase was 0.2%. The holding were 18,529 shares as of 2021-09-30.

New Purchase: GXO Logistics Inc (GXO)

TrinityPoint Wealth, LLC initiated holding in GXO Logistics Inc. The purchase prices were between $54.5 and $87.04, with an estimated average price of $75.92. The stock is now traded at around $98.640000. The impact to a portfolio due to this purchase was 0.18%. The holding were 11,744 shares as of 2021-09-30.

New Purchase: SPDR Semiconductors ETF (XSD)

TrinityPoint Wealth, LLC initiated holding in SPDR Semiconductors ETF. The purchase prices were between $176.14 and $209.04, with an estimated average price of $195.02. The stock is now traded at around $240.730000. The impact to a portfolio due to this purchase was 0.18%. The holding were 4,676 shares as of 2021-09-30.

New Purchase: Genco Shipping & Trading Ltd (GNK)

TrinityPoint Wealth, LLC initiated holding in Genco Shipping & Trading Ltd. The purchase prices were between $15.93 and $21.36, with an estimated average price of $18.52. The stock is now traded at around $15.415000. The impact to a portfolio due to this purchase was 0.17%. The holding were 43,716 shares as of 2021-09-30.

New Purchase: Jefferies Financial Group Inc (JEF)

TrinityPoint Wealth, LLC initiated holding in Jefferies Financial Group Inc. The purchase prices were between $31.01 and $37.85, with an estimated average price of $35.01. The stock is now traded at around $42.890000. The impact to a portfolio due to this purchase was 0.13%. The holding were 18,616 shares as of 2021-09-30.

Added: FedEx Corp (FDX)

TrinityPoint Wealth, LLC added to a holding in FedEx Corp by 709.35%. The purchase prices were between $219.29 and $299.67, with an estimated average price of $271.73. The stock is now traded at around $252.980000. The impact to a portfolio due to this purchase was 0.57%. The holding were 15,491 shares as of 2021-09-30.

Added: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

TrinityPoint Wealth, LLC added to a holding in Vanguard Intermediate-Term Corporate Bond ETF by 49.34%. The purchase prices were between $94.06 and $95.6, with an estimated average price of $94.94. The stock is now traded at around $93.565000. The impact to a portfolio due to this purchase was 0.41%. The holding were 67,996 shares as of 2021-09-30.

Added: United Parcel Service Inc (UPS)

TrinityPoint Wealth, LLC added to a holding in United Parcel Service Inc by 55.83%. The purchase prices were between $182.1 and $214.26, with an estimated average price of $197.6. The stock is now traded at around $213.118000. The impact to a portfolio due to this purchase was 0.39%. The holding were 31,533 shares as of 2021-09-30.

Added: Vanguard FTSE Pacific ETF (VPL)

TrinityPoint Wealth, LLC added to a holding in Vanguard FTSE Pacific ETF by 70.45%. The purchase prices were between $79.58 and $85.29, with an estimated average price of $82.19. The stock is now traded at around $81.500000. The impact to a portfolio due to this purchase was 0.28%. The holding were 43,624 shares as of 2021-09-30.

Added: Exxon Mobil Corp (XOM)

TrinityPoint Wealth, LLC added to a holding in Exxon Mobil Corp by 158.43%. The purchase prices were between $52.73 and $63.26, with an estimated average price of $57.05. The stock is now traded at around $63.655000. The impact to a portfolio due to this purchase was 0.28%. The holding were 40,321 shares as of 2021-09-30.

Added: Industrial Select Sector SPDR (XLI)

TrinityPoint Wealth, LLC added to a holding in Industrial Select Sector SPDR by 42.32%. The purchase prices were between $97.84 and $105.19, with an estimated average price of $102.44. The stock is now traded at around $106.755000. The impact to a portfolio due to this purchase was 0.23%. The holding were 41,495 shares as of 2021-09-30.

Sold Out: iShares iBoxx USD Investment Grade Corporate Bond (LQD)

TrinityPoint Wealth, LLC sold out a holding in iShares iBoxx USD Investment Grade Corporate Bond . The sale prices were between $132.51 and $135.62, with an estimated average price of $134.39.

Sold Out: Uber Technologies Inc (UBER)

TrinityPoint Wealth, LLC sold out a holding in Uber Technologies Inc. The sale prices were between $38.48 and $51.71, with an estimated average price of $43.76.

Sold Out: Las Vegas Sands Corp (LVS)

TrinityPoint Wealth, LLC sold out a holding in Las Vegas Sands Corp. The sale prices were between $35.59 and $53.13, with an estimated average price of $43.05.

Sold Out: Berry Global Group Inc (BERY)

TrinityPoint Wealth, LLC sold out a holding in Berry Global Group Inc. The sale prices were between $60.14 and $68.66, with an estimated average price of $64.63.

Sold Out: Biogen Inc (BIIB)

TrinityPoint Wealth, LLC sold out a holding in Biogen Inc. The sale prices were between $282.99 and $369.05, with an estimated average price of $328.16.

Sold Out: Commerce Bancshares Inc (CBSH)

TrinityPoint Wealth, LLC sold out a holding in Commerce Bancshares Inc. The sale prices were between $66.03 and $75.11, with an estimated average price of $70.46.



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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