0001765380-23-000027.txt : 20230207 0001765380-23-000027.hdr.sgml : 20230207 20230207160619 ACCESSION NUMBER: 0001765380-23-000027 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230207 DATE AS OF CHANGE: 20230207 EFFECTIVENESS DATE: 20230207 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: 23595095 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 X0202 13F-HR LIVE false true false 0001766510 XXXXXXXX 12-31-2022 12-31-2022 TrinityPoint Wealth, LLC

612 WHEELERS FARMS RD MILFORD CT 06461

13F HOLDINGS REPORT 028-19093 N Andrew Armstrong 5138325385 Andrew Armstrong Cincinnati OH 02-07-2023 1 279 439274118 false 1 028-16841 GeoWealth INFORMATION TABLE 2 trinitypointq42022.xml 3M CO COM 88579Y101 304158 2536 SH SOLE 0 0 0 2536 ABBOTT LABS COM 002824100 2071514 18868 SH SOLE 0 0 0 18868 ABBVIE INC COM 00287Y109 9523341 58928 SH SOLE 0 100 0 58828 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 842430 3157 SH SOLE 0 0 0 3157 ADOBE SYSTEMS INCORPORATED COM 00724F101 362106 1076 SH SOLE 0 0 0 1076 ADVANCE AUTO PARTS INC COM 00751Y106 719859 4896 SH SOLE 0 0 0 4896 ADVANCED MICRO DEVICES INC COM 007903107 1308613 20204 SH SOLE 0 0 0 20204 AFLAC INC COM 001055102 203590 2830 SH SOLE 0 0 0 2830 AGCO CORP COM 001084102 234910 1694 SH SOLE 0 0 0 1694 AIR PRODS & CHEMS INC COM 009158106 682242 2213 SH SOLE 0 0 0 2213 ALLY FINL INC COM 02005N100 1779598 72785 SH SOLE 0 0 0 72785 ALPHABET INC CAP STK CL C 02079K107 16420156 185058 SH SOLE 0 200 0 184858 ALPHABET INC CAP STK CL A 02079K305 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