DOSSIER · 13F-HR · Q4 2024

TrinityPoint Wealth, LLC

TrinityPoint Wealth's pension fund based in Stamford, CT — $712M in tracked AUM across 335 positions as of Q4 2024.

TrinityPoint Wealth·Stamford, CT·Pension Fund

CIK 0001766510 · last filed Dec 31, 2024

Total AUM

$712M

▼ 7.3%

vs prior

Holdings

335

—

positions

Whale Score

tracked

Activity

—

no data

changes this Q

Top sector

Tech

46% weight

concentration

AI Analysis · Q4 2024 · Q4 2024

TrinityPoint Wealth, LLC filed its latest 13F-HR for Q4 2024. See the latest holdings and position changes below.

Quarter at a glance — Q4 2024

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q4 2024.

#HoldingValueSharesWeight

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