0001085146-20-002002.txt : 20200805
0001085146-20-002002.hdr.sgml : 20200805
20200805103853
ACCESSION NUMBER: 0001085146-20-002002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200805
DATE AS OF CHANGE: 20200805
EFFECTIVENESS DATE: 20200805
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Trinity Wealth Management, LLC
CENTRAL INDEX KEY: 0001685364
IRS NUMBER: 743231526
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20184
FILM NUMBER: 201076160
BUSINESS ADDRESS:
STREET 1: 1000 WESTLAKES DRIVE
STREET 2: SUITE 275
CITY: BERWYN
STATE: PA
ZIP: 19312
BUSINESS PHONE: 6102962020
MAIL ADDRESS:
STREET 1: 1000 WESTLAKES DRIVE
STREET 2: SUITE 275
CITY: BERWYN
STATE: PA
ZIP: 19312
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001685364
XXXXXXXX
06-30-2020
06-30-2020
false
Trinity Wealth Management, LLC
1000 Westlakes Drive
Suite 275
Berwyn
PA
19312
13F HOLDINGS REPORT
028-20184
N
J. Charles Mann
Chief Compliance Officer
610-296-2020
/s/ J. Charles Mann
Berwyn
PA
07-31-2020
0
21
71774
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
46138E354
934
18806
SH
SOLE
0
0
18806
AMAZON COM INC
COM
023135106
223
81
SH
SOLE
0
0
81
INVESCO EXCHANGE TRADED FD T
DWA MOMENTUM
46137V837
305
4526
SH
SOLE
0
0
4526
ISHARES TR
USA MOMENTUM FCT
46432F396
6700
51147
SH
SOLE
0
0
51147
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
15088
488920
SH
SOLE
0
0
488920
APPLE INC
COM
037833100
584
1602
SH
SOLE
0
0
1602
ISHARES TR
USA SIZE FACTOR
46432F370
6566
74968
SH
SOLE
0
0
74968
ISHARES TR
CORE MSCI TOTAL
46432F834
3324
60971
SH
SOLE
0
0
60971
ISHARES TR
USA QUALITY FCTR
46432F339
6535
68126
SH
SOLE
0
0
68126
MICROSOFT CORP
COM
594918104
524
2573
SH
SOLE
0
0
2573
ISHARES TR
CORE S&P500 ETF
464287200
574
1853
SH
SOLE
0
0
1853
ISHARES TR
MSCI MIN VOL ETF
46429B697
5236
86355
SH
SOLE
0
0
86355
SPDR SER TR
PORTFOLIO S&P500
78464A854
1914
52804
SH
SOLE
0
0
52804
WISDOMTREE TR
ITL HDG QTLY DIV
97717X594
2289
65249
SH
SOLE
0
0
65249
INVESCO QQQ TR
UNIT SER 1
46090E103
3987
16103
SH
SOLE
0
0
16103
SPDR SER TR
PORTFOLI S&P1500
78464A805
376
9947
SH
SOLE
0
0
9947
ISHARES TR
CORE INTL AGGR
46435G672
9180
164863
SH
SOLE
0
0
164863
HUBBELL INC
COM
443510607
440
3513
SH
SOLE
0
0
3513
ISHARES U S ETF TR
SHT MAT BD ETF
46431W507
6005
120067
SH
SOLE
0
0
120067
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
507
18344
SH
SOLE
0
0
18344
SPDR SER TR
PORTFOLIO S&P600
78468R853
483
18163
SH
SOLE
0
0
18163