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Home > Institutional Investor > Trinity Wealth Management, Llc > 13F Holdings

Instuitional Investor - Trinity Wealth Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 1,223,344 $31,317,597 12.43%
2.
Ishares Tr - MSCI USA MMENTM
 97,560 $23,445,699 9.31%
3.
Invesco Qqq Tr
 34,545 $19,056,384 7.56%
4.
Ishares Tr - MSCI USA SZE FT
 115,036 $17,777,612 7.06%
5.
Ishares Tr - MSCI USA QLT FCT
 97,084 $17,748,897 7.04%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)