Tritonpoint Wealth
Latest statistics and disclosures from Tritonpoint Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, VUG, MSFT, AMZN, GOOGL, and represent 22.47% of Tritonpoint Wealth's stock portfolio.
- Added to shares of these 10 stocks: QXO (+$5.4M), AAPL, ADI, NOW, VUG, BNL, BRK.B, BLK, META, SHEL.
- Started 13 new stock positions in WELL, APP, CHRW, HCA, HOOD, SHEL, NOC, DASH, IVOV, NEM. QXO, ANET, TFC.
- Reduced shares in these 10 stocks: ORCL, CMG, XLV, APTV, MRK, CACI, JPM, ACN, SPYG, ABT.
- Sold out of its positions in CI, CACI, EQ, KNSL, MSI, PPG, TDG, SPOT.
- Tritonpoint Wealth was a net buyer of stock by $4.3M.
- Tritonpoint Wealth has $1.2B in assets under management (AUM), dropping by 7.91%.
- Central Index Key (CIK): 0002008171
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Portfolio Holdings for Tritonpoint Wealth
Tritonpoint Wealth holds 349 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.5 | $100M | 391k | 254.63 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 3.8 | $44M | +2% | 92k | 480.12 |
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| Microsoft Corporation (MSFT) | 3.7 | $43M | 82k | 517.95 |
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| Amazon (AMZN) | 3.3 | $39M | 176k | 219.57 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $37M | 152k | 243.10 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.9 | $34M | 139k | 243.55 |
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| JPMorgan Chase & Co. (JPM) | 2.5 | $30M | 94k | 315.43 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.1 | $25M | 41k | 614.13 |
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| Visa Com Cl A (V) | 1.8 | $21M | 62k | 341.38 |
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| Ishares Tr U.s. Tech Etf (IYW) | 1.8 | $21M | 106k | 195.86 |
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| NVIDIA Corporation (NVDA) | 1.5 | $17M | 92k | 186.59 |
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| Mastercard Incorporated Cl A (MA) | 1.4 | $16M | -2% | 29k | 568.81 |
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| Broadstone Net Lease (BNL) | 1.3 | $15M | +5% | 841k | 18.16 |
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| Johnson & Johnson (JNJ) | 1.3 | $15M | 80k | 185.42 |
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| Danaher Corporation (DHR) | 1.3 | $15M | 74k | 198.58 |
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| Wal-Mart Stores (WMT) | 1.2 | $15M | 141k | 103.06 |
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| Intuitive Surgical Com New (ISRG) | 1.1 | $13M | 29k | 447.22 |
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| Xpo Logistics Inc equity (XPO) | 1.1 | $13M | 99k | 129.27 |
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| TJX Companies (TJX) | 1.1 | $12M | 86k | 144.54 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $12M | -2% | 18k | 669.30 |
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| Dover Corporation (DOV) | 1.1 | $12M | 74k | 166.83 |
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| Select Sector Spdr Tr Financial (XLF) | 1.0 | $12M | 220k | 53.87 |
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| Select Sector Spdr Tr Sbi Int-inds (XLI) | 1.0 | $11M | 72k | 154.23 |
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| Wells Fargo & Company (WFC) | 0.9 | $11M | -2% | 131k | 83.82 |
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| Mondelez Intl Cl A (MDLZ) | 0.9 | $10M | 166k | 62.97 |
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| Boeing Company (BA) | 0.9 | $10M | 47k | 215.83 |
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| Lam Research Corp Com New (LRCX) | 0.9 | $10M | 76k | 134.16 |
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| Select Sector Spdr Tr Technology (XLK) | 0.9 | $10M | 36k | 281.86 |
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| Thermo Fisher Scientific (TMO) | 0.9 | $10M | 21k | 485.45 |
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| Chubb (CB) | 0.8 | $9.7M | +2% | 34k | 283.21 |
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| Oracle Corporation (ORCL) | 0.8 | $9.4M | -25% | 33k | 281.24 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $8.7M | +9% | 17k | 502.73 |
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| Home Depot (HD) | 0.7 | $8.0M | 20k | 405.18 |
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| Chevron Corporation (CVX) | 0.7 | $7.9M | +2% | 51k | 155.29 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.7 | $7.6M | -6% | 73k | 104.51 |
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| Abbott Laboratories (ABT) | 0.6 | $7.5M | -5% | 56k | 133.94 |
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| Merck & Co (MRK) | 0.6 | $7.3M | -7% | 86k | 84.73 |
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| Pepsi (PEP) | 0.6 | $7.2M | 51k | 140.44 |
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| Yum! Brands (YUM) | 0.6 | $7.0M | 46k | 152.00 |
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| Blackrock (BLK) | 0.6 | $6.7M | +7% | 5.7k | 1165.89 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.6 | $6.6M | -11% | 48k | 139.17 |
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| Capital One Financial (COF) | 0.6 | $6.6M | -3% | 31k | 212.58 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $6.5M | 46k | 140.95 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $6.3M | 38k | 167.33 |
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| Analog Devices (ADI) | 0.5 | $6.3M | +31% | 26k | 245.70 |
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| Starbucks Corporation (SBUX) | 0.5 | $6.2M | +2% | 74k | 84.60 |
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| Costco Wholesale Corporation (COST) | 0.5 | $6.2M | 6.7k | 925.61 |
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| Meta Platforms Cl A (META) | 0.5 | $6.2M | +6% | 8.4k | 734.36 |
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| Cme (CME) | 0.5 | $6.2M | 23k | 270.19 |
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| EOG Resources (EOG) | 0.5 | $6.1M | -4% | 54k | 112.12 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.5 | $5.9M | -2% | 19k | 320.04 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $5.5M | 47k | 118.83 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $5.5M | 63k | 87.31 |
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| Qxo Com New (QXO) | 0.5 | $5.4M | NEW | 286k | 19.06 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $5.4M | 16k | 329.08 |
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| Blackstone Group Inc Com Cl A (BX) | 0.5 | $5.3M | -3% | 31k | 170.85 |
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| Caterpillar (CAT) | 0.5 | $5.3M | +6% | 11k | 477.15 |
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| Ecolab (ECL) | 0.4 | $5.2M | 19k | 274.50 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.4 | $5.0M | -2% | 91k | 55.33 |
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| L3harris Technologies (LHX) | 0.4 | $5.0M | +2% | 16k | 305.42 |
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| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.4 | $4.9M | 150k | 32.89 |
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| Procter & Gamble Company (PG) | 0.4 | $4.9M | 32k | 153.65 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.4 | $4.9M | 62k | 78.09 |
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| Select Sector Spdr Tr Communication (XLC) | 0.4 | $4.8M | 41k | 118.37 |
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| Broadcom (AVGO) | 0.4 | $4.7M | -7% | 14k | 329.91 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.4 | $4.6M | -6% | 48k | 95.89 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.4 | $4.5M | 115k | 39.61 |
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| Colgate-Palmolive Company (CL) | 0.4 | $4.5M | -3% | 56k | 79.94 |
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| UnitedHealth (UNH) | 0.4 | $4.5M | -3% | 13k | 345.31 |
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| Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL) | 0.4 | $4.3M | -4% | 60k | 71.97 |
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| Marriott Intl Cl A (MAR) | 0.4 | $4.3M | -2% | 16k | 260.44 |
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| AES Corporation (AES) | 0.4 | $4.2M | +3% | 321k | 13.16 |
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| Jpm Hdgd Eq Sel mutual fund (JHEQX) | 0.4 | $4.2M | 122k | 34.55 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.4 | $4.1M | 72k | 56.94 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $4.1M | 17k | 239.64 |
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| Servicenow (NOW) | 0.3 | $4.0M | +58% | 4.4k | 920.32 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $3.9M | +2% | 39k | 100.25 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $3.9M | -2% | 5.9k | 667.99 |
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| Bank of America Corporation (BAC) | 0.3 | $3.9M | +6% | 75k | 51.59 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $3.8M | 7.6k | 499.20 |
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| Coca-Cola Company (KO) | 0.3 | $3.6M | 53k | 66.83 |
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| Tesla Motors (TSLA) | 0.3 | $3.5M | +11% | 8.0k | 444.70 |
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| Enterprise Products Partners (EPD) | 0.3 | $3.5M | +9% | 113k | 31.27 |
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| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.3 | $3.3M | +4% | 63k | 53.24 |
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| salesforce (CRM) | 0.3 | $3.3M | -4% | 14k | 237.41 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $3.3M | 9.4k | 352.77 |
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| Parker-Hannifin Corporation (PH) | 0.3 | $3.3M | 4.3k | 758.06 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $3.2M | 5.4k | 601.04 |
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| Ishares Core Msci Emkt (IEMG) | 0.3 | $3.2M | -2% | 48k | 65.92 |
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| McDonald's Corporation (MCD) | 0.3 | $3.2M | 10k | 303.90 |
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| Labcorp Holdings Com Shs (LH) | 0.3 | $3.1M | -2% | 11k | 287.06 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.3 | $3.1M | 15k | 206.91 |
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| Eli Lilly & Co. (LLY) | 0.3 | $3.1M | 4.0k | 762.96 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.3 | $3.0M | -7% | 44k | 68.58 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $3.0M | +6% | 12k | 255.09 |
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| Zoetis Cl A (ZTS) | 0.3 | $2.9M | -9% | 20k | 146.32 |
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| Abbvie (ABBV) | 0.3 | $2.9M | 13k | 231.55 |
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| PNC Financial Services (PNC) | 0.2 | $2.8M | 14k | 200.92 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $2.8M | 16k | 175.45 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $2.7M | +11% | 9.2k | 294.77 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.2 | $2.7M | 58k | 46.41 |
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| Ishares Tr Mbs Etf (MBB) | 0.2 | $2.6M | 28k | 95.15 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $2.6M | -2% | 14k | 187.43 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $2.5M | -8% | 8.4k | 294.23 |
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| Union Pacific Corporation (UNP) | 0.2 | $2.4M | 10k | 236.38 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $2.4M | 31k | 78.37 |
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| Snowflake Cl A (SNOW) | 0.2 | $2.4M | +5% | 11k | 225.56 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $2.3M | 3.1k | 746.63 |
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| Generac Holdings (GNRC) | 0.2 | $2.3M | +3% | 14k | 167.40 |
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| Netflix (NFLX) | 0.2 | $2.2M | 1.9k | 1198.73 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $2.2M | -10% | 29k | 78.91 |
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| Ishares Tr Us Consum Discre (IYC) | 0.2 | $2.2M | 21k | 104.80 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $2.2M | 11k | 209.64 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $2.2M | -5% | 20k | 112.75 |
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| Chipotle Mexican Grill (CMG) | 0.2 | $2.2M | -29% | 56k | 39.19 |
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| Ball Corporation (BALL) | 0.2 | $2.1M | -2% | 42k | 50.42 |
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| Ishares Tr Expanded Tech (IGV) | 0.2 | $2.1M | 19k | 115.01 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $2.0M | 21k | 95.14 |
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| Goldman Sachs (GS) | 0.2 | $1.9M | -3% | 2.4k | 796.50 |
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| Automatic Data Processing (ADP) | 0.2 | $1.9M | 6.5k | 295.03 |
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| Walt Disney Company (DIS) | 0.2 | $1.8M | 16k | 114.50 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $1.8M | +2% | 17k | 103.36 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.7M | -9% | 5.7k | 298.04 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $1.7M | +2% | 31k | 53.03 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $1.6M | +11% | 2.8k | 562.30 |
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| Domino's Pizza (DPZ) | 0.1 | $1.6M | -6% | 3.6k | 431.71 |
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| Honeywell International (HON) | 0.1 | $1.5M | -2% | 7.4k | 210.50 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.5M | 59k | 26.34 |
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| Cisco Systems (CSCO) | 0.1 | $1.5M | +6% | 22k | 68.42 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $1.5M | 4.6k | 324.54 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.5M | +2% | 8.0k | 182.41 |
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| Gxo Logistics Incorporated Common Stock (GXO) | 0.1 | $1.5M | -13% | 28k | 52.89 |
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| Stryker Corporation (SYK) | 0.1 | $1.4M | 3.9k | 370.46 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.4M | +2% | 12k | 120.72 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.4M | 22k | 65.26 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $1.4M | 16k | 89.57 |
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| Wingstop (WING) | 0.1 | $1.3M | +7% | 5.0k | 251.68 |
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| Emerson Electric (EMR) | 0.1 | $1.2M | 9.5k | 131.18 |
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| Qualcomm (QCOM) | 0.1 | $1.2M | 7.4k | 166.35 |
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| 3M Company (MMM) | 0.1 | $1.2M | 7.7k | 155.18 |
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| Spdr Ser Tr Portolio Short (SPSB) | 0.1 | $1.2M | +4% | 39k | 30.29 |
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| United Parcel Service CL B (UPS) | 0.1 | $1.2M | -10% | 14k | 83.53 |
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| Nasdaq Omx (NDAQ) | 0.1 | $1.2M | 13k | 88.45 |
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| Oneok (OKE) | 0.1 | $1.1M | +13% | 16k | 72.97 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $1.1M | +42% | 3.1k | 365.46 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $1.1M | +12% | 3.6k | 309.73 |
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| J P Morgan Exchange Traded Equity Premium (JEPI) | 0.1 | $1.1M | -5% | 20k | 57.10 |
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| General Dynamics Corporation (GD) | 0.1 | $1.1M | -3% | 3.2k | 341.04 |
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| Ishares Tr Us Industrials (IYJ) | 0.1 | $1.1M | -15% | 7.5k | 145.87 |
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| Linde SHS (LIN) | 0.1 | $1.1M | +2% | 2.3k | 475.05 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.1M | +3% | 3.6k | 301.20 |
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| Titan International (TWI) | 0.1 | $1.1M | -3% | 143k | 7.56 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $1.0M | +2% | 12k | 89.37 |
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| Intuit (INTU) | 0.1 | $1.0M | -5% | 1.5k | 682.86 |
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| Sap Se Spon Adr (SAP) | 0.1 | $1.0M | 3.8k | 267.21 |
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| Ishares Tr Rus 1000 Grw Wtf (IWF) | 0.1 | $998k | -11% | 2.1k | 468.36 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $946k | 11k | 89.34 |
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| American Express Company (AXP) | 0.1 | $931k | 2.8k | 332.15 |
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| Castle Biosciences (CSTL) | 0.1 | $929k | 41k | 22.77 |
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| American Intl Group Com New (AIG) | 0.1 | $917k | +9% | 12k | 78.54 |
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| Agilent Technologies Inc C ommon (A) | 0.1 | $908k | -5% | 7.1k | 128.59 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $889k | +4% | 16k | 57.52 |
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| S&p Global (SPGI) | 0.1 | $888k | 1.8k | 486.80 |
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| Simon Property (SPG) | 0.1 | $883k | +28% | 4.7k | 187.65 |
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| Bristol Myers Squibb (BMY) | 0.1 | $882k | -24% | 20k | 45.10 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $871k | -10% | 1.5k | 597.65 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $870k | 5.4k | 159.89 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $869k | 3.1k | 280.08 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $857k | +5% | 7.7k | 111.22 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $834k | 5.9k | 141.50 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $825k | +2% | 14k | 58.72 |
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| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.1 | $820k | +22% | 22k | 38.22 |
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| Copart (CPRT) | 0.1 | $816k | 18k | 44.97 |
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| Pfizer (PFE) | 0.1 | $812k | +2% | 32k | 25.48 |
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| International Business Machines (IBM) | 0.1 | $790k | 2.8k | 282.13 |
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| ConocoPhillips (COP) | 0.1 | $784k | 8.3k | 94.59 |
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| Gilead Sciences (GILD) | 0.1 | $784k | +2% | 7.1k | 110.99 |
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| Republic Services (RSG) | 0.1 | $778k | 3.4k | 229.48 |
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| Akamai Technologies (AKAM) | 0.1 | $778k | -12% | 10k | 75.76 |
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| Tyler Technologies (TYL) | 0.1 | $770k | -2% | 1.5k | 523.16 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $770k | 3.2k | 241.98 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $754k | 1.00 | 754200.00 |
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| Aptiv Com Shs (APTV) | 0.1 | $747k | -46% | 8.7k | 86.22 |
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| Intercontinental Exchange (ICE) | 0.1 | $730k | 4.3k | 168.48 |
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| Southern Company (SO) | 0.1 | $723k | 7.6k | 94.77 |
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| Leidos Holdings (LDOS) | 0.1 | $721k | 3.8k | 188.98 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $703k | +41% | 41k | 17.16 |
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| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $697k | 7.4k | 94.31 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $686k | 4.2k | 164.54 |
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| Philip Morris International (PM) | 0.1 | $676k | 4.2k | 162.19 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $674k | -6% | 12k | 55.49 |
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| Carlyle Group (CG) | 0.1 | $659k | 11k | 62.70 |
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| FedEx Corporation (FDX) | 0.1 | $650k | +26% | 2.7k | 237.21 |
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| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.1 | $639k | 21k | 30.86 |
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| Williams Companies (WMB) | 0.1 | $637k | 10k | 63.35 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $631k | +14% | 1.9k | 326.43 |
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| Amphenol Corp Cl A (APH) | 0.1 | $622k | +5% | 5.0k | 123.90 |
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| Morgan Stanley Com New (MS) | 0.1 | $619k | +2% | 3.9k | 158.94 |
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| Atlantic Union B (AUB) | 0.1 | $618k | 18k | 35.29 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $614k | 24k | 25.71 |
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| Ge Vernova (GEV) | 0.1 | $611k | 994.00 | 614.90 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $609k | 3.2k | 192.71 |
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| EastGroup Properties (EGP) | 0.1 | $598k | 3.5k | 170.81 |
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| Schlumberger Com Stk (SLB) | 0.1 | $597k | +20% | 17k | 34.65 |
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| Kinder Morgan (KMI) | 0.1 | $594k | 21k | 28.31 |
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| Tractor Supply Company (TSCO) | 0.0 | $582k | -6% | 10k | 56.87 |
|
| Dell Technologies CL C (DELL) | 0.0 | $560k | 4.0k | 141.75 |
|
|
| CSX Corporation (CSX) | 0.0 | $558k | 16k | 35.51 |
|
|
| Medtronic SHS (MDT) | 0.0 | $552k | +3% | 5.8k | 95.95 |
|
| Amgen (AMGN) | 0.0 | $537k | 1.9k | 282.14 |
|
|
| Nextera Energy (NEE) | 0.0 | $532k | +2% | 7.0k | 75.49 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $531k | 2.7k | 194.50 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $526k | +2% | 488.00 | 1077.49 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $526k | -50% | 2.1k | 246.64 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $522k | 4.9k | 106.49 |
|
|
| Arcturus Therapeutics Hldg I (ARCT) | 0.0 | $517k | 28k | 18.43 |
|
|
| Snap-on Incorporated (SNA) | 0.0 | $517k | +50% | 1.5k | 346.53 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $514k | +10% | 1.4k | 355.47 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $507k | 3.5k | 145.66 |
|
|
| Citigroup Com New (C) | 0.0 | $506k | +2% | 5.0k | 101.51 |
|
| Markel Corporation (MKL) | 0.0 | $501k | 262.00 | 1911.36 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $500k | 2.1k | 239.38 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $496k | 2.5k | 197.66 |
|
|
| Steris Shs Usd (STE) | 0.0 | $492k | 2.0k | 247.44 |
|
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $491k | 10k | 48.22 |
|
|
| Thomson Reuters Corp. (TRI) | 0.0 | $491k | -8% | 3.2k | 155.33 |
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.0 | $490k | 5.4k | 91.56 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $490k | 2.3k | 216.65 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $488k | 18k | 27.90 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $487k | +5% | 3.0k | 161.79 |
|
| Cintas Corporation (CTAS) | 0.0 | $480k | 2.3k | 205.27 |
|
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $477k | -9% | 3.8k | 126.64 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $473k | +40% | 5.3k | 88.96 |
|
| Firstservice Corp (FSV) | 0.0 | $472k | -2% | 2.5k | 191.04 |
|
| Lowe's Companies (LOW) | 0.0 | $459k | +5% | 1.8k | 251.31 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $454k | 469.00 | 968.49 |
|
|
| Progressive Corporation (PGR) | 0.0 | $453k | +6% | 1.8k | 247.00 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $437k | 4.7k | 93.64 |
|
|
| Mosaic (MOS) | 0.0 | $431k | 12k | 34.68 |
|
|
| FirstEnergy (FE) | 0.0 | $426k | 9.3k | 45.82 |
|
|
| Fiserv (FI) | 0.0 | $419k | -13% | 3.2k | 128.91 |
|
| Uber Technologies (UBER) | 0.0 | $416k | +5% | 4.2k | 97.97 |
|
| American Electric Power Company (AEP) | 0.0 | $415k | +3% | 3.7k | 112.50 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $415k | 3.8k | 108.96 |
|
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $413k | 4.6k | 89.64 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $412k | 6.3k | 65.00 |
|
|
| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.0 | $409k | 2.3k | 179.29 |
|
|
| Phillips 66 (PSX) | 0.0 | $407k | +42% | 3.0k | 136.04 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $405k | 6.0k | 67.83 |
|
|
| Cummins (CMI) | 0.0 | $397k | 941.00 | 422.15 |
|
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $395k | 8.0k | 49.39 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $395k | 1.1k | 374.14 |
|
|
| Quanta Services (PWR) | 0.0 | $394k | 950.00 | 414.20 |
|
|
| McKesson Corporation (MCK) | 0.0 | $393k | 508.00 | 773.35 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $390k | 795.00 | 490.56 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $390k | 2.7k | 145.60 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $389k | 3.9k | 99.95 |
|
|
| Deere & Company (DE) | 0.0 | $388k | -6% | 845.00 | 458.89 |
|
| Oshkosh Corporation (OSK) | 0.0 | $373k | -9% | 2.9k | 129.72 |
|
| Shell Spon Ads (SHEL) | 0.0 | $372k | NEW | 5.2k | 71.53 |
|
| At&t (T) | 0.0 | $372k | 13k | 28.24 |
|
|
| Micron Technology (MU) | 0.0 | $368k | -15% | 2.2k | 167.28 |
|
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.0 | $367k | 4.0k | 91.22 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $362k | -12% | 1.8k | 203.64 |
|
| Halozyme Therapeutics (HALO) | 0.0 | $361k | -4% | 4.9k | 73.33 |
|
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.0 | $360k | 201.00 | 1789.16 |
|
|
| Corning Incorporated (GLW) | 0.0 | $359k | 4.4k | 82.03 |
|
|
| Allstate Corporation (ALL) | 0.0 | $358k | 1.7k | 215.62 |
|
|
| Constellation Energy (CEG) | 0.0 | $356k | 1.1k | 329.16 |
|
|
| Dupont De Nemours (DD) | 0.0 | $356k | 4.6k | 77.90 |
|
|
| Altria (MO) | 0.0 | $351k | 5.2k | 67.10 |
|
|
| Applied Materials (AMAT) | 0.0 | $347k | -16% | 1.7k | 204.68 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $346k | NEW | 482.00 | 717.79 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $346k | 2.7k | 125.85 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $344k | 4.4k | 77.77 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $342k | +4% | 3.5k | 97.63 |
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $340k | 4.7k | 72.11 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $338k | -3% | 5.7k | 59.28 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $332k | -4% | 1.6k | 201.59 |
|
| Roper Industries (ROP) | 0.0 | $332k | -6% | 665.00 | 498.69 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $330k | 3.4k | 96.54 |
|
|
| Sempra Energy (SRE) | 0.0 | $329k | -39% | 3.7k | 89.97 |
|
| East West Ban (EWBC) | 0.0 | $328k | -4% | 3.1k | 106.45 |
|
| Verizon Communications (VZ) | 0.0 | $321k | 7.3k | 43.95 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $320k | +15% | 3.5k | 91.44 |
|
| Moelis & Co Cl A (MC) | 0.0 | $320k | 4.5k | 71.32 |
|
|
| Booking Holdings (BKNG) | 0.0 | $319k | -3% | 59.00 | 5399.27 |
|
| Tompkins Financial Corporation (TMP) | 0.0 | $314k | 4.7k | 66.21 |
|
|
| Norfolk Southern (NSC) | 0.0 | $313k | +3% | 1.0k | 300.39 |
|
| Ross Stores (ROST) | 0.0 | $308k | 2.0k | 152.38 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $308k | -7% | 813.00 | 378.92 |
|
| D.R. Horton (DHI) | 0.0 | $308k | +10% | 1.8k | 169.45 |
|
| Ishares Tr Global 100 Etf (IOO) | 0.0 | $300k | 2.5k | 120.01 |
|
|
| Travelers Companies (TRV) | 0.0 | $297k | -2% | 1.1k | 279.09 |
|
| Nike CL B (NKE) | 0.0 | $297k | -8% | 4.2k | 70.19 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $294k | 1.6k | 183.74 |
|
|
| Fortive (FTV) | 0.0 | $293k | -2% | 6.0k | 48.99 |
|
| Pool Corporation (POOL) | 0.0 | $277k | 894.00 | 309.90 |
|
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $277k | 2.0k | 138.44 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $276k | 12k | 23.28 |
|
|
| Wp Carey (WPC) | 0.0 | $273k | 4.0k | 68.48 |
|
|
| Targa Res Corp (TRGP) | 0.0 | $272k | 1.6k | 167.49 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $270k | 2.4k | 113.88 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $270k | NEW | 1.9k | 143.14 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $267k | +4% | 2.8k | 95.47 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $264k | -13% | 2.7k | 99.11 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $263k | 2.1k | 125.95 |
|
|
| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.0 | $261k | NEW | 2.6k | 100.77 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $261k | +27% | 3.5k | 74.37 |
|
| General Motors Company (GM) | 0.0 | $260k | 4.3k | 60.98 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $259k | 3.1k | 82.58 |
|
|
| Gladstone Commercial Corporation (GOOD) | 0.0 | $253k | +41% | 21k | 12.32 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $252k | NEW | 1.7k | 145.73 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $250k | +3% | 2.0k | 123.72 |
|
| Apollo Global Mgmt (APO) | 0.0 | $245k | 1.8k | 133.27 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $244k | +6% | 5.0k | 48.85 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $241k | NEW | 396.00 | 608.55 |
|
| Howmet Aerospace (HWM) | 0.0 | $240k | 1.2k | 196.19 |
|
|
| CRA International (CRAI) | 0.0 | $236k | +3% | 1.1k | 208.53 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $232k | 1.6k | 144.35 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $232k | 3.1k | 75.39 |
|
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $231k | -8% | 2.4k | 97.99 |
|
| Paychex (PAYX) | 0.0 | $228k | -3% | 1.8k | 126.76 |
|
| Yum China Holdings (YUMC) | 0.0 | $226k | -5% | 5.3k | 42.92 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $224k | NEW | 1.7k | 133.11 |
|
| Relx Sponsored Adr (RELX) | 0.0 | $221k | -4% | 4.6k | 47.76 |
|
| Palo Alto Networks (PANW) | 0.0 | $221k | 1.1k | 203.59 |
|
|
| Kroger (KR) | 0.0 | $218k | 3.2k | 67.41 |
|
|
| Kkr & Co (KKR) | 0.0 | $217k | +4% | 1.7k | 129.95 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $217k | 1.6k | 140.07 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $217k | 1.7k | 128.24 |
|
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $215k | 8.0k | 26.84 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $215k | NEW | 4.7k | 45.72 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $215k | -8% | 548.00 | 391.64 |
|
| Trane Technologies SHS (TT) | 0.0 | $215k | 508.00 | 422.28 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $214k | NEW | 1.2k | 178.08 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $214k | 1.0k | 206.58 |
|
|
| Hca Holdings (HCA) | 0.0 | $209k | NEW | 490.00 | 425.77 |
|
| MercadoLibre (MELI) | 0.0 | $206k | 88.00 | 2336.94 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $204k | -8% | 6.5k | 31.42 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $204k | -24% | 1.4k | 142.41 |
|
| Doordash Cl A (DASH) | 0.0 | $203k | NEW | 747.00 | 272.15 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $202k | NEW | 2.4k | 84.29 |
|
| American Tower Reit (AMT) | 0.0 | $201k | -3% | 1.0k | 193.97 |
|
| Jack Henry & Associates (JKHY) | 0.0 | $201k | 1.4k | 148.93 |
|
|
| Blackstone Mtg Tr Com Cl A (BXMT) | 0.0 | $189k | 10k | 18.88 |
|
|
| Intrusion (INTZ) | 0.0 | $56k | 35k | 1.60 |
|
|
| Immix Biopharma (IMMX) | 0.0 | $51k | 25k | 2.09 |
|
|
| Calcimedica Com New (CALC) | 0.0 | $47k | 15k | 3.08 |
|
Past Filings by Tritonpoint Wealth
SEC 13F filings are viewable for Tritonpoint Wealth going back to 2023
- Tritonpoint Wealth 2025 Q3 filed Oct. 15, 2025
- Tritonpoint Wealth 2025 Q2 filed July 17, 2025
- Tritonpoint Wealth 2025 Q1 filed April 16, 2025
- Tritonpoint Wealth 2024 Q4 filed Jan. 24, 2025
- Tritonpoint Wealth 2024 Q3 filed Oct. 28, 2024
- Tritonpoint Wealth 2024 Q2 filed Aug. 12, 2024
- Tritonpoint Wealth 2024 Q1 filed April 25, 2024
- Tritonpoint Wealth 2023 Q4 filed Jan. 24, 2024