Trinity Wealth Management
Latest statistics and disclosures from Trinity Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPAB, MTUM, QUAL, QQQ, SIZE, and represent 42.13% of Trinity Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPAB, PAVE, IAGG, IBTE, MUB, JNJ, FXN, IBTF, IXUS, IBTH.
- Started 6 new stock positions in IBTI, PAVE, IBTH, IBTG, BNDX, PH.
- Reduced shares in these 10 stocks: , QQEW, SUB, QQQ, XLK, WFHY, BIV, , AGGY, MTUM.
- Sold out of its positions in QQEW, XLE, BIV, VCSH, WFHY.
- Trinity Wealth Management was a net buyer of stock by $15M.
- Trinity Wealth Management has $194M in assets under management (AUM), dropping by 15.96%.
- Central Index Key (CIK): 0001685364
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Trinity Wealth Management holds 46 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Trinity Wealth Management
SEC 13F filings are viewable for Trinity Wealth Management going back to 2019
- Trinity Wealth Management 2024 Q1 filed April 18, 2024
- Trinity Wealth Management 2023 Q4 filed Jan. 18, 2024
- Trinity Wealth Management 2023 Q3 filed Oct. 11, 2023
- Trinity Wealth Management 2023 Q2 filed July 14, 2023
- Trinity Wealth Management 2023 Q1 filed April 13, 2023
- Trinity Wealth Management 2022 Q4 filed Jan. 24, 2023
- Trinity Wealth Management 2022 Q3 filed Oct. 14, 2022
- Trinity Wealth Management 2022 Q2 filed July 13, 2022
- Trinity Wealth Management 2022 Q1 filed April 21, 2022
- Trinity Wealth Management 2021 Q4 filed Feb. 2, 2022
- Trinity Wealth Management 2021 Q3 filed Oct. 28, 2021
- Trinity Wealth Management 2021 Q2 filed July 27, 2021
- Trinity Wealth Management 2021 Q1 filed May 20, 2021
- Trinity Wealth Management 2020 Q4 filed Feb. 9, 2021
- Trinity Wealth Management 2020 Q2 filed Aug. 5, 2020
- Trinity Wealth Management 2020 Q1 filed May 11, 2020