TrinityPoint Wealth, LLC Buys Abiomed Inc, Citizens Financial Group Inc, Cisco Systems Inc, Sells SPDR S&P 500, Sanofi SA, iShares Russell 1000

Investment company TrinityPoint Wealth, LLC buys Abiomed Inc, Citizens Financial Group Inc, Cisco Systems Inc, Royal Caribbean Cruises, The Communication Services Select Sector SPDR Fund, Duke Energy Corp, NVIDIA Corp, AT&T Inc, SPDR Select Sector Fund - Technology, SPDR Select Sector Fund - Consumer Staples, The Kraft Heinz Co, JPMorgan Chase, SPDR Select Sector Fund - Utilities, Gilead Sciences Inc, The Walt Disney Co, The Home Depot Inc, PepsiCo Inc, NextEra Energy Inc, iShares iBoxx $ Investment Grade Corporate Bond, SPDR Portfolio Short Term Corporate Bond, Abbott Laboratories, Altria Group Inc, AbbVie Inc, Packaging Corp of America, Walmart Inc, VF Corp, Pfizer Inc, iShares Floating Rate Bond, Bristol-Myers Squibb Company, Kimberly-Clark Corp, Harris Corp, Watsco Inc, Illinois Tool Works Inc, Weyerhaeuser Co, Ross Stores Inc, iShares Select Dividend ETF, Glacier Bancorp Inc, Exelon Corp, Casey's General Stores Inc, Vanguard Growth, Arthur J. Gallagher, Prosperity Bancshares Inc, Leggett & Platt Inc, Sherwin-Williams Co, Snap-on Inc, iShares 0-5 Year TIPS Bond, WR Berkley Corp, Jacobs Engineering Group Inc, Focus Financial Partners Inc, Thermo Fisher Scientific Inc, KeyCorp, Vanguard FTSE Pacific, International Business Machines Corp, Biogen Inc, iShares MSCI All Country Asia ex Japan Index Fund, DowDuPont Inc, PDL BioPharma Inc, sells SPDR S&P 500, Sanofi SA, iShares Russell 1000, First Trust NASDAQ ABA Community Bank Index Fund, SPDR Select Sector Fund - Energy Select Sector, iShares MSCI EAFE, Goldman Sachs Group Inc, iShares 1-3 Year Treasury Bond ETF, iShares U.S. Financial Services, iShares Russell 1000 Value, SPDR Portfolio Intermediate Term Corporate Bond, SPDR Select Sector Fund - Consumer Discretionary, Dell Technologies Inc, iShares Russell 1000 Growth, Invesco S&P 500 Equal Weight, iShares TIPS Bond, STERIS, Cohen & Steers Infrastructure Fund Inc, Broadridge Financial Solutions Inc, Vanguard S&P 500, Jack Henry & Associates Inc, Marsh & McLennan Inc, Vanguard Extended Market during the 3-months ended 2019Q1, according to the most recent filings of the investment company, TrinityPoint Wealth, LLC. As of 2019Q1, TrinityPoint Wealth, LLC owns 180 stocks with a total value of $201 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) - 56,601 shares, 5.35% of the total portfolio. Shares added by 11.28%
  2. Alphabet Inc (GOOG) - 8,386 shares, 4.90% of the total portfolio. Shares added by 13.69%
  3. Amazon.com Inc (AMZN) - 5,459 shares, 4.84% of the total portfolio. Shares added by 4.24%
  4. PayPal Holdings Inc (PYPL) - 81,891 shares, 4.23% of the total portfolio. Shares added by 4.29%
  5. Microsoft Corp (MSFT) - 64,451 shares, 3.78% of the total portfolio. Shares added by 15.28%
New Purchase: The Communication Services Select Sector SPDR Fund (XLC)

TrinityPoint Wealth, LLC initiated holding in The Communication Services Select Sector SPDR Fund. The purchase prices were between $41.13 and $47.74, with an estimated average price of $45.58. The stock is now traded at around $49.22. The impact to a portfolio due to this purchase was 0.63%. The holding were 26,971 shares as of .

New Purchase: NVIDIA Corp (NVDA)

TrinityPoint Wealth, LLC initiated holding in NVIDIA Corp. The purchase prices were between $127.99 and $183.94, with an estimated average price of $154.95. The stock is now traded at around $174.24. The impact to a portfolio due to this purchase was 0.52%. The holding were 5,808 shares as of .

New Purchase: SPDR Select Sector Fund - Utilities (XLU)

TrinityPoint Wealth, LLC initiated holding in SPDR Select Sector Fund - Utilities. The purchase prices were between $52 and $58.96, with an estimated average price of $55.53. The stock is now traded at around $57.90. The impact to a portfolio due to this purchase was 0.27%. The holding were 9,454 shares as of .

New Purchase: VF Corp (VFC)

TrinityPoint Wealth, LLC initiated holding in VF Corp. The purchase prices were between $69.25 and $87.73, with an estimated average price of $82.7. The stock is now traded at around $93.94. The impact to a portfolio due to this purchase was 0.16%. The holding were 3,677 shares as of .

New Purchase: Harris Corp (HRS)

TrinityPoint Wealth, LLC initiated holding in Harris Corp. The purchase prices were between $130.05 and $165.88, with an estimated average price of $153.69. The stock is now traded at around $177.21. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,641 shares as of .

New Purchase: Kimberly-Clark Corp (KMB)

TrinityPoint Wealth, LLC initiated holding in Kimberly-Clark Corp. The purchase prices were between $107.87 and $123.9, with an estimated average price of $116.23. The stock is now traded at around $126.39. The impact to a portfolio due to this purchase was 0.13%. The holding were 2,180 shares as of .

Added: Abiomed Inc (ABMD)

TrinityPoint Wealth, LLC added to a holding in Abiomed Inc by 39.07%. The purchase prices were between $276.39 and $362.25, with an estimated average price of $332.72. The stock is now traded at around $260.40. The impact to a portfolio due to this purchase was 0.97%. The holding were 24,175 shares as of .

Added: Citizens Financial Group Inc (CFG)

TrinityPoint Wealth, LLC added to a holding in Citizens Financial Group Inc by 645.55%. The purchase prices were between $29.73 and $37.66, with an estimated average price of $34.62. The stock is now traded at around $36.14. The impact to a portfolio due to this purchase was 0.92%. The holding were 65,392 shares as of .

Added: Royal Caribbean Cruises Ltd (RCL)

TrinityPoint Wealth, LLC added to a holding in Royal Caribbean Cruises Ltd by 338.25%. The purchase prices were between $92.55 and $120.98, with an estimated average price of $113.45. The stock is now traded at around $127.06. The impact to a portfolio due to this purchase was 0.73%. The holding were 16,500 shares as of .

Added: Cisco Systems Inc (CSCO)

TrinityPoint Wealth, LLC added to a holding in Cisco Systems Inc by 113.56%. The purchase prices were between $41.07 and $53.99, with an estimated average price of $48.46. The stock is now traded at around $53.66. The impact to a portfolio due to this purchase was 0.73%. The holding were 51,042 shares as of .

Added: Duke Energy Corp (DUK)

TrinityPoint Wealth, LLC added to a holding in Duke Energy Corp by 413.32%. The purchase prices were between $83.66 and $91.53, with an estimated average price of $88.09. The stock is now traded at around $89.50. The impact to a portfolio due to this purchase was 0.58%. The holding were 15,995 shares as of .

Added: AT&T Inc (T)

TrinityPoint Wealth, LLC added to a holding in AT&T Inc by 36.75%. The purchase prices were between $28.54 and $31.4, with an estimated average price of $30.44. The stock is now traded at around $30.40. The impact to a portfolio due to this purchase was 0.43%. The holding were 101,693 shares as of .

Sold Out: Sanofi SA (SNY)

TrinityPoint Wealth, LLC sold out a holding in Sanofi SA. The sale prices were between $40.83 and $45.43, with an estimated average price of $42.82.

Sold Out: iShares Russell 1000 (IWB)

TrinityPoint Wealth, LLC sold out a holding in iShares Russell 1000. The sale prices were between $134.77 and $158.4, with an estimated average price of $150.66.

Sold Out: First Trust NASDAQ ABA Community Bank Index Fund (QABA)

TrinityPoint Wealth, LLC sold out a holding in First Trust NASDAQ ABA Community Bank Index Fund. The sale prices were between $43.08 and $51.13, with an estimated average price of $47.86.

Sold Out: SPDR Select Sector Fund - Energy Select Sector (XLE)

TrinityPoint Wealth, LLC sold out a holding in SPDR Select Sector Fund - Energy Select Sector. The sale prices were between $57.35 and $67.29, with an estimated average price of $64.16.

Sold Out: iShares MSCI EAFE (EFA)

TrinityPoint Wealth, LLC sold out a holding in iShares MSCI EAFE. The sale prices were between $58.13 and $65.61, with an estimated average price of $63.

Sold Out: iShares 1-3 Year Treasury Bond ETF (SHY)

TrinityPoint Wealth, LLC sold out a holding in iShares 1-3 Year Treasury Bond ETF. The sale prices were between $83.51 and $84.18, with an estimated average price of $83.71.



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