Tritonpoint Wealth
Latest statistics and disclosures from Tritonpoint Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, AMZN, GOOGL, GOOG, and represent 20.37% of Tritonpoint Wealth's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$9.7M), SPYG (+$7.0M), TTAC, SPYV, BINC, ORCL, CRM, MSFT, LH, USMV.
- Started 39 new stock positions in RCL, ABNB, MOS, USMV, ICAD, CALC, IOO, KLAC, BINC, MU.
- Reduced shares in these 10 stocks: BNL (-$6.0M), CSCO, , VTI, IEFA, FBT, BMY, CTVA, XLF, VLTO.
- Sold out of its positions in MO, BXMT, BWA, CNC, Cooper Companies, CTVA, DBEF, DHI, DOCS, GS.
- Tritonpoint Wealth was a net buyer of stock by $6.5M.
- Tritonpoint Wealth has $1.0B in assets under management (AUM), dropping by 8.58%.
- Central Index Key (CIK): 0002008171
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Portfolio Holdings for Tritonpoint Wealth
Tritonpoint Wealth holds 318 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.3 | $86M | 408k | 210.62 |
|
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| Microsoft Corporation (MSFT) | 3.5 | $36M | +9% | 81k | 446.95 |
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| Amazon (AMZN) | 3.2 | $34M | -2% | 174k | 193.25 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $29M | 158k | 182.15 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.6 | $27M | 147k | 183.42 |
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| Vanguard Index Fds Growth Etf (VUG) | 2.4 | $25M | 67k | 374.46 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.1 | $22M | 44k | 501.92 |
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| Broadstone Net Lease (BNL) | 1.9 | $20M | -22% | 1.2M | 16.16 |
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| Danaher Corporation (DHR) | 1.9 | $20M | 79k | 250.12 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $20M | 97k | 202.26 |
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| Ishares Tr U.s. Tech Etf (IYW) | 1.6 | $17M | 113k | 150.50 |
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| Visa Com Cl A (V) | 1.6 | $16M | 62k | 262.47 |
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| Xpo Logistics Inc equity (XPO) | 1.3 | $14M | -3% | 132k | 106.15 |
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| Intuitive Surgical Com New (ISRG) | 1.3 | $14M | 31k | 444.85 |
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| Mastercard Incorporated Cl A (MA) | 1.3 | $13M | -3% | 30k | 441.16 |
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| Merck & Co (MRK) | 1.3 | $13M | 107k | 124.57 |
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| Dover Corporation (DOV) | 1.3 | $13M | 74k | 180.45 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $13M | 24k | 547.23 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.2 | $13M | 42k | 303.41 |
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| United Parcel Service CL B (UPS) | 1.2 | $13M | 92k | 136.85 |
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| Johnson & Johnson (JNJ) | 1.2 | $12M | -3% | 84k | 146.16 |
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| Thermo Fisher Scientific (TMO) | 1.1 | $12M | 21k | 553.38 |
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| Boeing Company (BA) | 1.1 | $11M | 61k | 182.01 |
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| NVIDIA Corporation (NVDA) | 1.1 | $11M | +755% | 89k | 123.54 |
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| Mondelez Intl Cl A (MDLZ) | 1.0 | $10M | 157k | 65.86 |
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| Wal-Mart Stores (WMT) | 1.0 | $9.9M | 147k | 67.71 |
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| TJX Companies (TJX) | 0.9 | $9.5M | 86k | 110.10 |
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| Select Sector Spdr Tr Financial (XLF) | 0.9 | $9.3M | -11% | 225k | 41.11 |
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| Pepsi (PEP) | 0.9 | $9.1M | -2% | 55k | 164.93 |
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| Select Sector Spdr Tr Technology (XLK) | 0.9 | $9.0M | 40k | 226.23 |
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| Chubb (CB) | 0.8 | $8.7M | 34k | 255.99 |
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| Lam Research Corporation (LRCX) | 0.8 | $8.5M | 8.0k | 1066.90 |
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| Home Depot (HD) | 0.8 | $8.3M | 24k | 344.24 |
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| Wells Fargo & Company (WFC) | 0.8 | $8.2M | 138k | 59.39 |
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| EOG Resources (EOG) | 0.8 | $7.9M | 63k | 125.87 |
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| Marriott Intl Cl A (MAR) | 0.8 | $7.8M | 32k | 241.77 |
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| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.7 | $7.8M | 64k | 121.87 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.7 | $7.6M | +22% | 52k | 145.75 |
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| Chevron Corporation (CVX) | 0.7 | $7.3M | 47k | 156.42 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $7.1M | -5% | 18k | 406.80 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.7 | $7.0M | NEW | 87k | 80.13 |
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| UnitedHealth (UNH) | 0.7 | $6.9M | +8% | 14k | 509.27 |
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| Capital One Financial (COF) | 0.6 | $6.7M | -2% | 48k | 138.45 |
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| Yum! Brands (YUM) | 0.6 | $6.2M | 47k | 132.46 |
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| Starbucks Corporation (SBUX) | 0.6 | $6.2M | -7% | 80k | 77.85 |
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| Colgate-Palmolive Company (CL) | 0.6 | $6.0M | -5% | 62k | 97.04 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.6 | $6.0M | 23k | 262.53 |
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| Zoetis Cl A (ZTS) | 0.6 | $6.0M | +2% | 35k | 173.36 |
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| Costco Wholesale Corporation (COST) | 0.6 | $6.0M | -3% | 7.1k | 849.99 |
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| Abbott Laboratories (ABT) | 0.6 | $5.9M | -3% | 57k | 103.91 |
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| Procter & Gamble Company (PG) | 0.6 | $5.8M | -5% | 35k | 164.92 |
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| Oracle Corporation (ORCL) | 0.6 | $5.8M | +168% | 41k | 141.20 |
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| Atlantica Sustainable Infr P SHS (AY) | 0.5 | $5.6M | +28% | 253k | 21.95 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $5.5M | 46k | 118.60 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $5.3M | -25% | 73k | 72.64 |
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| Cme (CME) | 0.5 | $5.0M | 26k | 196.60 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.5 | $5.0M | 140k | 35.55 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $4.8M | +4% | 49k | 97.07 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $4.8M | +3% | 45k | 106.66 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $4.8M | 8.7k | 545.98 |
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| Ecolab (ECL) | 0.4 | $4.6M | 19k | 238.57 |
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| Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC) | 0.4 | $4.5M | NEW | 74k | 60.66 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.4 | $4.4M | 50k | 88.11 |
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| Gxo Logistics Incorporated Common Stock (GXO) | 0.4 | $4.3M | -9% | 86k | 50.50 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.4 | $4.3M | +3% | 58k | 74.89 |
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| Analog Devices (ADI) | 0.4 | $4.3M | 19k | 228.26 |
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| BlackRock (BLK) | 0.4 | $4.2M | -6% | 5.4k | 787.33 |
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| Select Sector Spdr Tr Energy (XLE) | 0.4 | $4.1M | +25% | 46k | 91.15 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.4 | $4.0M | NEW | 83k | 48.74 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $4.0M | -3% | 40k | 100.39 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $4.0M | 8.6k | 467.08 |
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| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.4 | $3.8M | -13% | 140k | 27.44 |
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| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.4 | $3.8M | NEW | 72k | 52.20 |
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| AES Corporation (AES) | 0.4 | $3.7M | +6% | 213k | 17.57 |
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| Ishares Tr Mbs Etf (MBB) | 0.4 | $3.7M | +7% | 40k | 91.81 |
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| salesforce (CRM) | 0.4 | $3.7M | +840% | 14k | 257.11 |
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| Select Sector Spdr Tr Communication (XLC) | 0.4 | $3.7M | -5% | 43k | 85.66 |
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| Coca-Cola Company (KO) | 0.4 | $3.6M | 57k | 64.13 |
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| Caterpillar (CAT) | 0.3 | $3.5M | 11k | 333.09 |
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| Eli Lilly & Co. (LLY) | 0.3 | $3.5M | 3.8k | 905.41 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $3.4M | -16% | 28k | 123.80 |
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| Meta Platforms Cl A (META) | 0.3 | $3.3M | +4% | 6.5k | 504.25 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $3.2M | -7% | 17k | 182.40 |
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| Bank of America Corporation (BAC) | 0.3 | $3.1M | -9% | 77k | 39.77 |
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| Ishares Core Msci Emkt (IEMG) | 0.3 | $3.0M | +45% | 57k | 53.53 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.3 | $3.0M | 79k | 38.05 |
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| Ball Corporation (BALL) | 0.3 | $2.9M | 48k | 60.02 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.3 | $2.8M | -15% | 19k | 151.31 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $2.8M | -13% | 36k | 76.70 |
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| Regeneron Pharmaceuticals (REGN) | 0.3 | $2.7M | +3% | 2.6k | 1051.03 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $2.7M | -44% | 10k | 268.45 |
|
| McDonald's Corporation (MCD) | 0.3 | $2.6M | -2% | 10k | 254.85 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.2 | $2.6M | -2% | 16k | 164.99 |
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| Enterprise Products Partners (EPD) | 0.2 | $2.5M | -21% | 88k | 28.98 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $2.5M | -6% | 14k | 183.54 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $2.5M | -8% | 16k | 161.43 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $2.5M | 5.1k | 479.88 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $2.4M | 17k | 142.74 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $2.4M | -15% | 4.7k | 505.81 |
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| PNC Financial Services (PNC) | 0.2 | $2.4M | +2% | 15k | 155.48 |
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| Union Pacific Corporation (UNP) | 0.2 | $2.4M | 11k | 226.27 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $2.4M | +17% | 21k | 115.12 |
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| Labcorp Holdings Com Shs (LH) | 0.2 | $2.4M | NEW | 12k | 203.52 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $2.3M | -2% | 9.3k | 250.55 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $2.3M | -10% | 31k | 76.58 |
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| Domino's Pizza (DPZ) | 0.2 | $2.2M | -3% | 4.2k | 516.33 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $2.2M | NEW | 26k | 83.96 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.2 | $2.1M | -7% | 50k | 41.54 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $2.1M | -19% | 9.0k | 229.94 |
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| Cisco Systems (CSCO) | 0.2 | $2.1M | -64% | 44k | 47.51 |
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| Walt Disney Company (DIS) | 0.2 | $2.0M | 20k | 99.29 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $2.0M | 31k | 64.46 |
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| Schlumberger Com Stk (SLB) | 0.2 | $2.0M | -20% | 42k | 47.50 |
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| Broadcom (AVGO) | 0.2 | $1.9M | +5% | 1.2k | 1605.66 |
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| Generac Holdings (GNRC) | 0.2 | $1.9M | 14k | 132.22 |
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| Akamai Technologies (AKAM) | 0.2 | $1.8M | 20k | 90.08 |
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| Ishares Tr Us Consum Discre (IYC) | 0.2 | $1.8M | 22k | 81.28 |
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| Abbvie (ABBV) | 0.2 | $1.7M | -15% | 10k | 171.53 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $1.7M | NEW | 34k | 51.24 |
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| Honeywell International (HON) | 0.2 | $1.6M | -6% | 7.6k | 213.53 |
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| Automatic Data Processing (ADP) | 0.2 | $1.6M | -2% | 6.7k | 240.08 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.6M | -36% | 27k | 58.52 |
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| Qualcomm (QCOM) | 0.1 | $1.5M | -13% | 7.8k | 199.17 |
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| Castle Biosciences (CSTL) | 0.1 | $1.5M | -23% | 70k | 21.77 |
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| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $1.5M | -3% | 32k | 47.19 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $1.5M | +7% | 2.6k | 577.39 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.5M | +2% | 6.8k | 218.89 |
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| Stryker Corporation (SYK) | 0.1 | $1.5M | -6% | 4.3k | 341.01 |
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| Lululemon Athletica (LULU) | 0.1 | $1.4M | -2% | 4.7k | 298.73 |
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| Bristol Myers Squibb (BMY) | 0.1 | $1.4M | -48% | 33k | 41.53 |
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| Oneok (OKE) | 0.1 | $1.3M | -33% | 16k | 81.55 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $1.3M | -9% | 16k | 81.28 |
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| Titan International (TWI) | 0.1 | $1.3M | 173k | 7.41 |
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| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $1.3M | +8% | 15k | 85.86 |
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| Spdr Ser Tr Portolio Short (SPSB) | 0.1 | $1.2M | +10% | 40k | 29.70 |
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| Ishares Tr Expanded Tech (IGV) | 0.1 | $1.2M | 13k | 86.90 |
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| Ishares Tr Rus 1000 Grw Wtf (IWF) | 0.1 | $1.2M | +16% | 3.2k | 364.51 |
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| Aptiv SHS (APTV) | 0.1 | $1.2M | 17k | 70.42 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $1.2M | -18% | 2.1k | 555.54 |
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| Ishares Tr Us Industrials (IYJ) | 0.1 | $1.2M | -2% | 9.6k | 119.44 |
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| General Dynamics Corporation (GD) | 0.1 | $1.1M | -6% | 3.9k | 290.17 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $1.1M | +30% | 12k | 91.78 |
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| Tesla Motors (TSLA) | 0.1 | $1.1M | +4% | 5.6k | 197.87 |
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| Netflix (NFLX) | 0.1 | $1.1M | -9% | 1.6k | 674.76 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.0M | 11k | 92.54 |
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| Emerson Electric (EMR) | 0.1 | $993k | 9.0k | 110.15 |
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| Copart (CPRT) | 0.1 | $985k | 18k | 54.16 |
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| Agilent Technologies Inc C ommon (A) | 0.1 | $976k | -4% | 7.5k | 129.63 |
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| Nike CL B (NKE) | 0.1 | $946k | -19% | 13k | 75.80 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $938k | NEW | 9.4k | 99.49 |
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| Medtronic SHS (MDT) | 0.1 | $921k | -18% | 12k | 79.41 |
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| Intuit (INTU) | 0.1 | $910k | -9% | 1.4k | 657.16 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $898k | -3% | 15k | 61.27 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $897k | NEW | 20k | 45.11 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $877k | NEW | 8.2k | 106.77 |
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| FedEx Corporation (FDX) | 0.1 | $865k | -37% | 2.9k | 301.19 |
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| Pfizer (PFE) | 0.1 | $832k | -42% | 30k | 27.98 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $826k | -14% | 3.2k | 259.34 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $822k | 1.5k | 537.08 |
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| Tyler Technologies (TYL) | 0.1 | $793k | 1.6k | 502.78 |
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| American Intl Group Com New (AIG) | 0.1 | $787k | 11k | 74.24 |
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| S&p Global (SPGI) | 0.1 | $786k | -7% | 1.8k | 446.08 |
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| Tractor Supply Company (TSCO) | 0.1 | $776k | -13% | 2.9k | 269.95 |
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| 3M Company (MMM) | 0.1 | $744k | 7.3k | 102.18 |
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| Linde SHS (LIN) | 0.1 | $740k | 1.7k | 438.83 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $734k | +13% | 3.0k | 243.03 |
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| Sap Se Spon Adr (SAP) | 0.1 | $725k | +2% | 3.6k | 201.71 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $698k | 3.4k | 202.89 |
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| Nasdaq Omx (NDAQ) | 0.1 | $694k | -11% | 12k | 60.26 |
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| Arcturus Therapeutics Hldg I (ARCT) | 0.1 | $684k | 28k | 24.35 |
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| CSX Corporation (CSX) | 0.1 | $680k | -14% | 20k | 33.45 |
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| J P Morgan Exchange Traded Equity Premium (JEPI) | 0.1 | $677k | +24% | 12k | 56.68 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $677k | -5% | 5.1k | 133.28 |
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| Ishares Tr Core Total Usd (IUSB) | 0.1 | $669k | -26% | 15k | 45.22 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $650k | NEW | 4.1k | 159.41 |
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| Applied Materials (AMAT) | 0.1 | $649k | +24% | 2.7k | 235.99 |
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| Unilever Spon Adr New (UL) | 0.1 | $642k | -21% | 12k | 54.99 |
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| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.1 | $639k | 21k | 30.85 |
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| Entergy Corporation (ETR) | 0.1 | $629k | -2% | 5.9k | 107.00 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $623k | 2.1k | 297.61 |
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| ConocoPhillips (COP) | 0.1 | $607k | -18% | 5.3k | 114.37 |
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| EastGroup Properties (EGP) | 0.1 | $600k | 3.5k | 171.37 |
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| American Express Company (AXP) | 0.1 | $595k | 2.6k | 231.59 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $593k | +24% | 11k | 55.50 |
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| Thomson Reuters Corp. (TRI) | 0.1 | $593k | -14% | 3.5k | 168.57 |
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| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.1 | $591k | 18k | 33.79 |
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| Republic Services (RSG) | 0.1 | $588k | -22% | 3.0k | 194.31 |
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| Dell Technologies CL C (DELL) | 0.1 | $572k | +12% | 4.1k | 137.91 |
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| Simon Property (SPG) | 0.1 | $565k | +3% | 3.7k | 151.78 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $559k | +5% | 5.2k | 106.55 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $557k | -2% | 4.4k | 127.48 |
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| Roper Industries (ROP) | 0.1 | $556k | -16% | 986.00 | 563.52 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $554k | 3.2k | 173.48 |
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| Intercontinental Exchange (ICE) | 0.1 | $552k | +14% | 4.0k | 136.89 |
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| Dollar General (DG) | 0.1 | $548k | -34% | 4.1k | 132.22 |
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| Leidos Holdings (LDOS) | 0.1 | $543k | +3% | 3.7k | 145.88 |
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| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $540k | NEW | 6.4k | 84.06 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $522k | -31% | 30k | 17.36 |
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| M&T Bank Corporation (MTB) | 0.0 | $514k | -11% | 3.4k | 151.36 |
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| Southern Company (SO) | 0.0 | $512k | 6.6k | 77.57 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $508k | -9% | 2.9k | 174.36 |
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| CVS Caremark Corporation (CVS) | 0.0 | $503k | -47% | 8.5k | 59.06 |
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| Oshkosh Corporation (OSK) | 0.0 | $501k | 4.6k | 108.21 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $496k | 7.9k | 63.07 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $492k | -13% | 2.9k | 170.76 |
|
| Sandy Spring Ban (SASR) | 0.0 | $482k | 20k | 24.36 |
|
|
| Amgen (AMGN) | 0.0 | $477k | -5% | 1.5k | 312.36 |
|
| Fortive (FTV) | 0.0 | $467k | -10% | 6.3k | 74.10 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $466k | -8% | 4.9k | 94.57 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $462k | 29k | 16.22 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $459k | 2.6k | 174.49 |
|
|
| Servicenow (NOW) | 0.0 | $457k | -18% | 581.00 | 786.03 |
|
| Carlyle Group (CG) | 0.0 | $449k | 11k | 40.15 |
|
|
| Kinder Morgan (KMI) | 0.0 | $441k | -9% | 22k | 19.87 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $439k | -14% | 9.2k | 47.61 |
|
| Nextera Energy (NEE) | 0.0 | $435k | 6.1k | 70.81 |
|
|
| Firstservice Corp (FSV) | 0.0 | $435k | -15% | 2.8k | 152.62 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $432k | -15% | 3.6k | 118.78 |
|
| Gilead Sciences (GILD) | 0.0 | $429k | -20% | 6.2k | 68.61 |
|
| International Business Machines (IBM) | 0.0 | $427k | +5% | 2.5k | 172.93 |
|
| FirstEnergy (FE) | 0.0 | $422k | 11k | 38.27 |
|
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $422k | 8.1k | 52.42 |
|
|
| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.0 | $422k | -77% | 2.7k | 153.99 |
|
| Markel Corporation (MKL) | 0.0 | $417k | 265.00 | 1572.69 |
|
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.0 | $416k | NEW | 7.9k | 52.95 |
|
| Norfolk Southern (NSC) | 0.0 | $410k | -3% | 1.9k | 214.63 |
|
| Edwards Lifesciences (EW) | 0.0 | $400k | +6% | 4.3k | 92.36 |
|
| Williams Companies (WMB) | 0.0 | $397k | 9.3k | 42.50 |
|
|
| Steris Shs Usd (STE) | 0.0 | $392k | -34% | 1.8k | 219.48 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $392k | NEW | 4.7k | 84.04 |
|
| Cintas Corporation (CTAS) | 0.0 | $387k | -31% | 553.00 | 700.30 |
|
| Advanced Micro Devices (AMD) | 0.0 | $380k | 2.3k | 162.21 |
|
|
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $364k | -42% | 4.1k | 88.87 |
|
| General Mills (GIS) | 0.0 | $360k | 5.7k | 63.25 |
|
|
| Mosaic (MOS) | 0.0 | $358k | NEW | 12k | 28.90 |
|
| Progressive Corporation (PGR) | 0.0 | $355k | +5% | 1.7k | 207.69 |
|
| Halozyme Therapeutics (HALO) | 0.0 | $353k | 6.7k | 52.36 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $352k | +12% | 2.0k | 176.18 |
|
| Pool Corporation (POOL) | 0.0 | $351k | -18% | 1.1k | 307.39 |
|
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.0 | $348k | 207.00 | 1679.54 |
|
|
| Verizon Communications (VZ) | 0.0 | $346k | +5% | 8.4k | 41.24 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $343k | -9% | 1.9k | 183.45 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $343k | -3% | 3.9k | 88.13 |
|
| Dow (DOW) | 0.0 | $338k | 6.4k | 53.05 |
|
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $336k | -20% | 5.2k | 65.21 |
|
| Allstate Corporation (ALL) | 0.0 | $336k | 2.1k | 160.57 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $335k | -20% | 6.3k | 53.04 |
|
| Intel Corporation (INTC) | 0.0 | $335k | -6% | 11k | 30.97 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $320k | 2.7k | 119.32 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $319k | -11% | 1.5k | 215.01 |
|
| Ross Stores (ROST) | 0.0 | $315k | -3% | 2.2k | 145.34 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $310k | -22% | 3.6k | 86.61 |
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $306k | 4.7k | 64.91 |
|
|
| Micron Technology (MU) | 0.0 | $304k | NEW | 2.3k | 131.51 |
|
| Morgan Stanley Com New (MS) | 0.0 | $296k | +9% | 3.0k | 97.19 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $296k | 3.8k | 78.05 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $294k | -5% | 7.6k | 38.85 |
|
| Shell Spon Ads (SHEL) | 0.0 | $293k | 4.1k | 72.18 |
|
|
| Freshpet (FRPT) | 0.0 | $291k | NEW | 2.3k | 129.39 |
|
| Ge Aerospace Com New (GE) | 0.0 | $290k | NEW | 1.8k | 158.99 |
|
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.0 | $289k | 4.0k | 71.98 |
|
|
| McKesson Corporation (MCK) | 0.0 | $284k | -2% | 486.00 | 584.85 |
|
| Illinois Tool Works (ITW) | 0.0 | $281k | -8% | 1.2k | 238.33 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $281k | -75% | 3.0k | 94.28 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $275k | 2.9k | 96.27 |
|
|
| J P Morgan Exchange Traded Ultra Shrt Inc (JPST) | 0.0 | $269k | 5.3k | 50.47 |
|
|
| Jack Henry & Associates (JKHY) | 0.0 | $266k | -30% | 1.6k | 166.02 |
|
| L3harris Technologies (LHX) | 0.0 | $264k | +8% | 1.2k | 224.58 |
|
| American Electric Power Company (AEP) | 0.0 | $260k | NEW | 3.0k | 87.73 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $258k | NEW | 1.9k | 137.24 |
|
| Moelis & Co Cl A (MC) | 0.0 | $255k | 4.5k | 56.86 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $255k | -6% | 2.5k | 102.30 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $253k | -5% | 819.00 | 308.67 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $252k | NEW | 3.1k | 81.08 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $252k | +8% | 1.3k | 194.50 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $251k | 8.0k | 31.39 |
|
|
| Ishares Tr Global 100 Etf (IOO) | 0.0 | $250k | NEW | 2.6k | 96.58 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $248k | NEW | 1.6k | 151.58 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $246k | -69% | 1.9k | 128.43 |
|
| Biogen Idec (BIIB) | 0.0 | $246k | -54% | 1.1k | 231.82 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $244k | NEW | 3.4k | 72.05 |
|
| Uber Technologies (UBER) | 0.0 | $243k | NEW | 3.3k | 72.68 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.0 | $242k | -5% | 4.8k | 50.66 |
|
| Snap-on Incorporated (SNA) | 0.0 | $241k | 923.00 | 261.39 |
|
|
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.0 | $240k | -10% | 9.4k | 25.44 |
|
| Lowe's Companies (LOW) | 0.0 | $239k | -16% | 1.1k | 220.36 |
|
| East West Ban (EWBC) | 0.0 | $239k | 3.3k | 73.23 |
|
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $239k | 2.0k | 119.23 |
|
|
| Fiserv (FI) | 0.0 | $238k | NEW | 1.6k | 149.05 |
|
| Dupont De Nemours (DD) | 0.0 | $237k | NEW | 2.9k | 80.48 |
|
| Kla Corp Com New (KLAC) | 0.0 | $237k | NEW | 287.00 | 824.51 |
|
| Cummins (CMI) | 0.0 | $236k | NEW | 854.00 | 276.77 |
|
| Wp Carey (WPC) | 0.0 | $232k | -22% | 4.2k | 55.92 |
|
| Tompkins Financial Corporation (TMP) | 0.0 | $232k | 4.7k | 48.90 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $231k | NEW | 493.00 | 468.25 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $230k | NEW | 5.9k | 38.78 |
|
| Fidelity Covington Trust Elec Vehs & Futr (WSO) | 0.0 | $228k | -19% | 492.00 | 463.24 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $226k | +6% | 5.8k | 39.16 |
|
| Diamondback Energy (FANG) | 0.0 | $225k | NEW | 1.1k | 200.10 |
|
| Quanta Services (PWR) | 0.0 | $224k | -52% | 883.00 | 254.09 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $224k | NEW | 1.8k | 127.20 |
|
| Kraft Heinz (KHC) | 0.0 | $223k | -4% | 6.9k | 32.22 |
|
| Cooper Cos (COO) | 0.0 | $223k | NEW | 2.6k | 87.30 |
|
| Yum China Holdings (YUMC) | 0.0 | $220k | -19% | 7.1k | 30.84 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $219k | -58% | 3.2k | 67.56 |
|
| Relx Sponsored Adr (RELX) | 0.0 | $218k | -26% | 4.8k | 45.88 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $214k | NEW | 2.9k | 73.68 |
|
| Deere & Company (DE) | 0.0 | $212k | -18% | 565.00 | 374.85 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $210k | -40% | 1.7k | 126.09 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $209k | -34% | 3.8k | 54.96 |
|
| Patterson Companies (PDCO) | 0.0 | $206k | -2% | 8.6k | 24.12 |
|
| Phillips 66 (PSX) | 0.0 | $203k | -18% | 1.4k | 141.17 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $202k | NEW | 1.7k | 120.98 |
|
| Gladstone Commercial Corporation (GOOD) | 0.0 | $193k | -9% | 14k | 14.27 |
|
| Icad Com New (ICAD) | 0.0 | $61k | NEW | 47k | 1.30 |
|
| Calcimedica Com New (CALC) | 0.0 | $60k | NEW | 15k | 3.96 |
|
| Immix Biopharma (IMMX) | 0.0 | $49k | 25k | 1.98 |
|
|
| Equillium (EQ) | 0.0 | $9.4k | NEW | 14k | 0.69 |
|
Past Filings by Tritonpoint Wealth
SEC 13F filings are viewable for Tritonpoint Wealth going back to 2023
- Tritonpoint Wealth 2024 Q2 filed Aug. 12, 2024
- Tritonpoint Wealth 2024 Q1 filed April 25, 2024
- Tritonpoint Wealth 2023 Q4 filed Jan. 24, 2024