Compliance Consultant

0001765380-20-000048.txt : 20200505 0001765380-20-000048.hdr.sgml : 20200505 20200505121421 ACCESSION NUMBER: 0001765380-20-000048 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200505 DATE AS OF CHANGE: 20200505 EFFECTIVENESS DATE: 20200505 FILER: COMPANY DATA: COMPANY CONFORMED NAME: TrinityPoint Wealth, LLC CENTRAL INDEX KEY: 0001766510 IRS NUMBER: 825385799 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19093 FILM NUMBER: 20847808 BUSINESS ADDRESS: STREET 1: 612 WHEELERS FARMS RD CITY: MILFORD STATE: CT ZIP: 06461 BUSINESS PHONE: 203-693-8525 MAIL ADDRESS: STREET 1: 612 WHEELERS FARMS RD CITY: MILFORD STATE: CT ZIP: 06461 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001766510 XXXXXXXX 03-31-2020 03-31-2020 TrinityPoint Wealth, LLC

612 WHEELERS FARMS RD MILFORD CT 06461

13F HOLDINGS REPORT 028-19093 N Andy Armstrong Compliance Consultant 5138325385 Andy Armstrong Cincinnati OH 05-05-2020 0 192 252492 false INFORMATION TABLE 2 TrinityPoint13f.xml ISHARES TR CORE S&P MCP ETF 464287507 366 2541 SH SOLE 0 0 2541 ISHARES TR CORE S&P SCP ETF 464287804 746 13294 SH SOLE 0 0 13294 ISHARES TR CORE S&P500 ETF 464287200 273 1056 SH SOLE 0 0 1056 ISHARES TR RUSSELL 2000 ETF 464287655 977 8534 SH SOLE 0 0 8534 ISHARES TR DOW JONES US ETF 464287846 2003 15875 SH SOLE 0 0 15875 SPDR S&P 500 ETF TR TR UNIT 78462F103 1083 4201 SH SOLE 0 0 4201 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 728 13147 SH SOLE 0 0 13147 ADOBE INC COM 00724F101 397 1249 SH SOLE 0 0 1249 AMAZON COM INC COM 023135106 13437 6892 SH SOLE 0 0 6892 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 901 4928 SH SOLE 0 0 4928 REALTY INCOME CORP COM 756109104 258 5172 SH SOLE 0 0 5172 AMGEN INC COM 031162100 1156 5703 SH SOLE 0 0 5703 ABBOTT LABS COM 002824100 1290 16349 SH SOLE 0 0 16349 ALTRIA GROUP INC COM 02209S103 1065 27545 SH SOLE 0 0 27545 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 310 8174 SH SOLE 0 0 8174 INTEL CORP COM 458140100 1079 19945 SH SOLE 0 0 19945 ILLINOIS TOOL WKS INC COM 452308109 347 2445 SH SOLE 0 0 2445 QUALCOMM INC COM 747525103 1192 17622 SH SOLE 0 0 17622 DISNEY WALT CO COM DISNEY 254687106 583 6040 SH SOLE 0 0 6040 HONEYWELL INTL INC COM 438516106 1365 10205 SH SOLE 0 0 10205 SHERWIN WILLIAMS CO COM 824348106 351 763 SH SOLE 0 0 763 JOHNSON & JOHNSON COM 478160104 4924 37554 SH SOLE 0 0 37554 MEDTRONIC PLC SHS G5960L103 1880 20845 SH SOLE 0 0 20845 PFIZER INC COM 717081103 3031 92863 SH SOLE 0 0 92863 LOWES COS INC COM 548661107 861 10010 SH SOLE 0 0 10010 CHEVRON CORP NEW COM 166764100 1360 18776 SH SOLE 0 0 18776 MICROSOFT CORP COM 594918104 10010 63474 SH SOLE 0 0 63474 UNITED PARCEL SERVICE INC CL B 911312106 1887 20202 SH SOLE 0 0 20202 AT&T INC COM 00206R102 2084 71486 SH SOLE 0 0 71486 CITIGROUP INC COM NEW 172967424 423 10053 SH SOLE 0 0 10053 CISCO SYS INC COM 17275R102 1231 31322 SH SOLE 0 0 31322 INTERNATIONAL BUSINESS MACHS COM 459200101 1293 11658 SH SOLE 0 0 11658 COCA COLA CO COM 191216100 667 15073 SH SOLE 0 0 15073 LOCKHEED MARTIN CORP COM 539830109 422 1244 SH SOLE 0 0 1244 PEPSICO INC COM 713448108 1650 13736 SH SOLE 0 0 13736 STRYKER CORP COM 863667101 323 1942 SH SOLE 0 0 1942 VERIZON COMMUNICATIONS INC COM 92343V104 2442 45442 SH SOLE 0 0 45442 ISHARES TR U.S. TECH ETF 464287721 528 2585 SH SOLE 0 0 2585 SELECT SECTOR SPDR TR ENERGY 81369Y506 348 11976 SH SOLE 0 0 11976 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 1196 57445 SH SOLE 0 0 57445 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1002 16983 SH SOLE 0 0 16983 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2926 36401 SH SOLE 0 0 36401 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1496 27468 SH SOLE 0 0 27468 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3195 36066 SH SOLE 0 0 36066 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1495 15241 SH SOLE 0 0 15241 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 212 2054 SH SOLE 0 0 2054 WALGREENS BOOTS ALLIANCE INC COM 931427108 230 5036 SH SOLE 0 0 5036 BK OF AMERICA CORP COM 060505104 3122 147049 SH SOLE 0 0 147049 STARBUCKS CORP COM 855244109 678 10316 SH SOLE 0 0 10316 AUTOMATIC DATA PROCESSING IN COM 053015103 509 3722 SH SOLE 0 0 3722 EXXON MOBIL CORP COM 30231G102 534 14072 SH SOLE 0 0 14072 WALMART INC COM 931142103 898 7900 SH SOLE 0 0 7900 APPLIED MATLS INC COM 038222105 585 12763 SH SOLE 0 0 12763 ANTHEM INC COM 036752103 1151 5070 SH SOLE 0 0 5070 UNION PAC CORP COM 907818108 774 5491 SH SOLE 0 0 5491 UNILEVER PLC SPON ADR NEW 904767704 742 14677 SH SOLE 0 0 14677 TEXAS INSTRS INC COM 882508104 343 3430 SH SOLE 0 0 3430 COMMERCE BANCSHARES INC COM 200525103 344 6842 SH SOLE 0 0 6842 CAPITAL ONE FINL CORP COM 14040H105 1549 30715 SH SOLE 0 0 30715 COSTCO WHSL CORP NEW COM 22160K105 558 1956 SH SOLE 0 0 1956 CVS HEALTH CORP COM 126650100 5772 97293 SH SOLE 0 0 97293 DANAHER CORPORATION COM 235851102 243 1757 SH SOLE 0 0 1757 MERCK & CO. 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SH SOLE 0 0 29413 DISCOVER FINL SVCS COM 254709108 1856 52043 SH SOLE 0 0 52043 BLACKSTONE GROUP INC COM CL A 09260D107 774 16977 SH SOLE 0 0 16977 ISHARES TR 3 7 YR TREAS BD 464288661 1262 9461 SH SOLE 0 0 9461 INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 46137V332 824 4356 SH SOLE 0 0 4356 VISA INC COM CL A 92826C839 2516 15614 SH SOLE 0 0 15614 PHILIP MORRIS INTL INC COM 718172109 1046 14339 SH SOLE 0 0 14339 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1727 19832 SH SOLE 0 0 19832 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 8871 146791 SH SOLE 0 0 146791 SPDR SER TR PORTFOLIO SHORT 78464A474 1730 57194 SH SOLE 0 0 57194 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1959 37868 SH SOLE 0 0 37868 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 2439 41498 SH SOLE 0 0 41498 SCHWAB STRATEGIC TR US TIPS ETF 808524870 3646 63394 SH SOLE 0 0 63394 AMYRIS INC COM NEW 03236M200 65 25511 SH SOLE 0 0 25511 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 226 956 SH SOLE 0 0 956 ISHARES TR 0-5 YR TIPS ETF 46429B747 859 8602 SH SOLE 0 0 8602 ISHARES TR CORE HIGH DV ETF 46429B663 299 4175 SH SOLE 0 0 4175 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 677 12475 SH SOLE 0 0 12475 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3180 70705 SH SOLE 0 0 70705 ISHARES TR MSCI MIN VOL ETF 46429B697 1274 23594 SH SOLE 0 0 23594 INVESCO EXCH TRD SLF IDX FD BULSHS 2020 CB 46138J502 1321 62858 SH SOLE 0 0 62858 FACEBOOK INC CL A 30303M102 2199 13181 SH SOLE 0 0 13181 GLOBAL X FDS GLBL X MLP ETF 37950E473 106 33668 SH SOLE 0 0 33668 ABBVIE INC COM 00287Y109 953 12512 SH SOLE 0 0 12512 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 874 41698 SH SOLE 0 0 41698 ALPHABET INC CAP STK CL C 02079K107 9227 7935 SH SOLE 0 0 7935 ISHARES TR CORE DIV GRWTH 46434V621 325 9985 SH SOLE 0 0 9985 IQIYI INC SPONSORED ADS 46267X108 212 11920 SH SOLE 0 0 11920 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 749 3850 SH SOLE 0 0 3850 CITIZENS FINANCIAL GROUP INC COM 174610105 331 17616 SH SOLE 0 0 17616 INVESCO 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