Tritonpoint Wealth
Latest statistics and disclosures from Tritonpoint Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, VUG, GOOG, GOOGL, AMZN, and represent 26.45% of Tritonpoint Wealth's stock portfolio.
- Added to shares of these 10 stocks: XLK, GEV, XLY, NOW, VONE, PANW, NFLX, BN, SNOW, QXO.
- Started 11 new stock positions in PLD, IQV, VONE, COO, JCI, DAL, ZS, IGPT, FRPT, RSP. VEA.
- Reduced shares in these 10 stocks: AAPL (-$11M), IVV (-$11M), VOO (-$9.2M), MSFT (-$9.2M), , GOOGL (-$6.5M), , BIV, IEFA, ABFL.
- Sold out of its positions in AMT, ARCT, ARES, ANET, BINC, BXMT, CHRW, CRAI, CSTL, CTAS.
- Tritonpoint Wealth was a net seller of stock by $-217M.
- Tritonpoint Wealth has $986M in assets under management (AUM), dropping by -15.43%.
- Central Index Key (CIK): 0002008171
Tip: Access up to 7 years of quarterly data
Positions held by Tritonpoint Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Tritonpoint Wealth
Tritonpoint Wealth holds 272 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 9.7 | $96M | -10% | 351k | 271.86 |
|
| Vanguard Index Fds Growth Etf (VUG) | 4.5 | $44M | 91k | 487.86 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 4.3 | $42M | -3% | 134k | 313.80 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.2 | $41M | -13% | 131k | 313.00 |
|
| Amazon (AMZN) | 3.9 | $38M | -6% | 165k | 230.82 |
|
| Microsoft Corporation (MSFT) | 3.1 | $31M | -22% | 64k | 483.62 |
|
| JPMorgan Chase & Co. (JPM) | 2.8 | $28M | -9% | 86k | 322.22 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 2.0 | $19M | -8% | 97k | 199.68 |
|
| Visa Com Cl A (V) | 1.9 | $19M | -13% | 53k | 350.71 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.7 | $16M | -36% | 26k | 627.15 |
|
| Intuitive Surgical Com New (ISRG) | 1.6 | $16M | -4% | 28k | 566.35 |
|
| Mastercard Incorporated Cl A (MA) | 1.5 | $15M | -8% | 26k | 570.88 |
|
| Danaher Corporation (DHR) | 1.5 | $15M | -11% | 65k | 229.24 |
|
| Johnson & Johnson (JNJ) | 1.5 | $15M | -11% | 71k | 206.95 |
|
| NVIDIA Corporation (NVDA) | 1.5 | $14M | -16% | 77k | 186.50 |
|
| Xpo Logistics Inc equity (XPO) | 1.3 | $13M | 98k | 135.91 |
|
|
| Wal-Mart Stores (WMT) | 1.3 | $13M | -16% | 117k | 111.65 |
|
| Dover Corporation (DOV) | 1.3 | $13M | -9% | 67k | 195.24 |
|
| Broadstone Net Lease (BNL) | 1.3 | $13M | -12% | 736k | 17.66 |
|
| Lam Research Corp Com New (LRCX) | 1.3 | $12M | -4% | 72k | 171.42 |
|
| TJX Companies (TJX) | 1.2 | $12M | -9% | 77k | 153.61 |
|
| Thermo Fisher Scientific (TMO) | 1.2 | $12M | 21k | 579.88 |
|
|
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 1.1 | $11M | -2% | 71k | 155.12 |
|
| Select Sector Spdr Tr Financial (XLF) | 1.1 | $11M | -12% | 191k | 54.77 |
|
| Wells Fargo & Company (WFC) | 1.1 | $10M | -14% | 111k | 93.20 |
|
| Select Sector Spdr Tr Technology (XLK) | 1.0 | $9.7M | +88% | 67k | 143.99 |
|
| Chubb (CB) | 1.0 | $9.7M | -9% | 31k | 313.09 |
|
| Boeing Company (BA) | 0.9 | $8.9M | -12% | 41k | 217.12 |
|
| Mondelez Intl Cl A (MDLZ) | 0.8 | $7.4M | -17% | 137k | 54.33 |
|
| Pepsi (PEP) | 0.7 | $7.4M | 51k | 144.94 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.7 | $7.2M | -2% | 46k | 154.80 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $7.1M | -18% | 14k | 502.63 |
|
| Yum! Brands (YUM) | 0.7 | $6.9M | -2% | 45k | 151.28 |
|
| Abbott Laboratories (ABT) | 0.7 | $6.8M | -2% | 55k | 125.29 |
|
| Merck & Co (MRK) | 0.7 | $6.7M | -26% | 64k | 106.12 |
|
| Capital One Financial (COF) | 0.7 | $6.7M | -11% | 28k | 242.36 |
|
| Chevron Corporation (CVX) | 0.7 | $6.6M | -14% | 44k | 152.41 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $6.6M | 46k | 143.52 |
|
|
| Qxo Com New (QXO) | 0.6 | $6.4M | +15% | 330k | 19.29 |
|
| Caterpillar (CAT) | 0.6 | $6.1M | -4% | 11k | 572.87 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.6 | $5.9M | 18k | 323.01 |
|
|
| Raytheon Technologies Corp (RTX) | 0.6 | $5.8M | -15% | 32k | 183.40 |
|
| Analog Devices (ADI) | 0.6 | $5.8M | -15% | 22k | 271.21 |
|
| Cme (CME) | 0.6 | $5.8M | -7% | 21k | 273.08 |
|
| Starbucks Corporation (SBUX) | 0.6 | $5.5M | -12% | 65k | 84.21 |
|
| Blackrock (BLK) | 0.5 | $5.4M | -12% | 5.0k | 1070.25 |
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.5 | $4.9M | -6% | 140k | 34.74 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.5 | $4.8M | 31k | 154.14 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.5 | $4.7M | 49k | 96.88 |
|
|
| Costco Wholesale Corporation (COST) | 0.5 | $4.7M | -18% | 5.5k | 862.39 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.5 | $4.6M | -3% | 39k | 117.72 |
|
| Ecolab (ECL) | 0.5 | $4.6M | -8% | 17k | 263.25 |
|
| Home Depot (HD) | 0.5 | $4.6M | -32% | 13k | 344.10 |
|
| Meta Platforms Cl A (META) | 0.4 | $4.4M | -21% | 6.6k | 660.09 |
|
| Oracle Corporation (ORCL) | 0.4 | $4.4M | -32% | 22k | 194.91 |
|
| Jpm Hdgd Eq Sel mutual fund (JHEQX) | 0.4 | $4.3M | 122k | 35.36 |
|
|
| EOG Resources (EOG) | 0.4 | $4.2M | -27% | 40k | 105.01 |
|
| AES Corporation (AES) | 0.4 | $4.1M | -11% | 285k | 14.34 |
|
| Colgate-Palmolive Company (CL) | 0.4 | $4.1M | -8% | 52k | 79.02 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.4 | $4.0M | +96% | 33k | 119.42 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $4.0M | -8% | 3.7k | 1074.69 |
|
| Bank of America Corporation (BAC) | 0.4 | $3.9M | -4% | 71k | 55.00 |
|
| Procter & Gamble Company (PG) | 0.4 | $3.9M | -15% | 27k | 143.31 |
|
| L3harris Technologies (LHX) | 0.4 | $3.9M | -19% | 13k | 293.57 |
|
| Parker-Hannifin Corporation (PH) | 0.4 | $3.7M | 4.3k | 878.96 |
|
|
| Lockheed Martin Corporation (LMT) | 0.4 | $3.7M | 7.6k | 483.69 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $3.6M | -35% | 30k | 120.18 |
|
| Coca-Cola Company (KO) | 0.4 | $3.5M | -5% | 51k | 69.91 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.3 | $3.4M | -11% | 64k | 52.39 |
|
| Enterprise Products Partners (EPD) | 0.3 | $3.3M | -7% | 104k | 32.06 |
|
| UnitedHealth (UNH) | 0.3 | $3.3M | -23% | 10k | 330.12 |
|
| Marriott Intl Cl A (MAR) | 0.3 | $3.3M | -35% | 11k | 310.25 |
|
| Ge Vernova (GEV) | 0.3 | $3.2M | +396% | 4.9k | 653.58 |
|
| Snowflake Cl A (SNOW) | 0.3 | $3.2M | +38% | 15k | 219.36 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $3.0M | 12k | 257.95 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.3 | $3.0M | +49% | 66k | 45.89 |
|
| Broadcom (AVGO) | 0.3 | $2.9M | -40% | 8.5k | 346.08 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $2.9M | -46% | 8.8k | 335.26 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.3 | $2.8M | 16k | 177.37 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $2.8M | +5% | 9.7k | 290.22 |
|
| McDonald's Corporation (MCD) | 0.3 | $2.8M | -11% | 9.3k | 305.63 |
|
| PNC Financial Services (PNC) | 0.3 | $2.8M | -6% | 13k | 208.73 |
|
| Abbvie (ABBV) | 0.3 | $2.8M | -4% | 12k | 228.50 |
|
| Labcorp Holdings Com Shs (LH) | 0.3 | $2.7M | 11k | 250.88 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $2.6M | -19% | 7.5k | 349.99 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.3 | $2.6M | -7% | 14k | 185.56 |
|
| Servicenow (NOW) | 0.3 | $2.6M | +279% | 17k | 153.19 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $2.6M | -22% | 4.2k | 614.31 |
|
| Tesla Motors (TSLA) | 0.2 | $2.4M | -32% | 5.4k | 449.69 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $2.4M | -40% | 3.5k | 683.91 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $2.4M | 8.5k | 279.15 |
|
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $2.3M | -2% | 3.1k | 753.80 |
|
| Ball Corporation (BALL) | 0.2 | $2.2M | -2% | 42k | 52.97 |
|
| Union Pacific Corporation (UNP) | 0.2 | $2.2M | -8% | 9.3k | 231.32 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $2.1M | -10% | 27k | 77.68 |
|
| Ishares Tr Us Consum Discre (IYC) | 0.2 | $2.1M | -4% | 20k | 103.13 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $2.0M | -84% | 2.9k | 685.77 |
|
| Ishares Tr Expanded Tech (IGV) | 0.2 | $1.9M | 18k | 105.69 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.8M | -31% | 9.5k | 190.98 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.8M | -19% | 8.4k | 211.79 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.7M | +13% | 14k | 123.26 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $1.6M | +3% | 61k | 26.91 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.2 | $1.6M | NEW | 5.3k | 309.06 |
|
| Palo Alto Networks (PANW) | 0.2 | $1.6M | +692% | 8.6k | 184.20 |
|
| Generac Holdings (GNRC) | 0.2 | $1.5M | -16% | 11k | 136.37 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $1.5M | -12% | 5.0k | 302.10 |
|
| Netflix (NFLX) | 0.2 | $1.5M | +758% | 16k | 93.76 |
|
| Domino's Pizza (DPZ) | 0.2 | $1.5M | 3.6k | 416.82 |
|
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $1.4M | 16k | 91.45 |
|
|
| Gxo Logistics Incorporated Common Stock (GXO) | 0.1 | $1.4M | -5% | 26k | 52.64 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $1.3M | -45% | 11k | 120.34 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.3M | -11% | 19k | 66.02 |
|
| Emerson Electric (EMR) | 0.1 | $1.2M | 9.4k | 132.72 |
|
|
| Honeywell International (HON) | 0.1 | $1.2M | -14% | 6.3k | 195.09 |
|
| Zoetis Cl A (ZTS) | 0.1 | $1.2M | -53% | 9.4k | 125.82 |
|
| Automatic Data Processing (ADP) | 0.1 | $1.2M | -31% | 4.4k | 258.91 |
|
| Ishares Tr Us Industrials (IYJ) | 0.1 | $1.1M | 7.6k | 148.20 |
|
|
| Walt Disney Company (DIS) | 0.1 | $1.1M | -38% | 9.8k | 114.52 |
|
| United Parcel Service CL B (UPS) | 0.1 | $1.1M | -19% | 11k | 99.19 |
|
| J P Morgan Exchange Traded Equity Premium (JEPI) | 0.1 | $1.1M | -2% | 19k | 57.67 |
|
| Cisco Systems (CSCO) | 0.1 | $1.1M | -36% | 14k | 77.03 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $1.0M | -2% | 19k | 53.94 |
|
| American Express Company (AXP) | 0.1 | $1.0M | -2% | 2.7k | 370.01 |
|
| American Intl Group Com New (AIG) | 0.1 | $979k | -2% | 11k | 85.55 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $965k | +15% | 6.8k | 141.16 |
|
| Ge Aerospace Com New (GE) | 0.1 | $956k | -14% | 3.1k | 308.41 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $945k | -83% | 11k | 89.46 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $926k | +2% | 16k | 58.70 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $917k | 14k | 65.10 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $905k | -5% | 6.6k | 136.07 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $899k | +89% | 20k | 44.71 |
|
| 3M Company (MMM) | 0.1 | $893k | -27% | 5.6k | 160.10 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $887k | +27% | 2.5k | 360.19 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $882k | 1.5k | 605.46 |
|
|
| Goldman Sachs (GS) | 0.1 | $864k | -59% | 983.00 | 879.00 |
|
| Stryker Corporation (SYK) | 0.1 | $844k | -38% | 2.4k | 352.28 |
|
| Akamai Technologies (AKAM) | 0.1 | $837k | -6% | 9.6k | 87.25 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $810k | -43% | 4.6k | 177.75 |
|
| FedEx Corporation (FDX) | 0.1 | $793k | 2.7k | 290.31 |
|
|
| Simon Property (SPG) | 0.1 | $765k | -12% | 4.1k | 185.11 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $755k | 1.00 | 754800.00 |
|
|
| International Business Machines (IBM) | 0.1 | $742k | -10% | 2.5k | 296.17 |
|
| Linde SHS (LIN) | 0.1 | $722k | -26% | 1.7k | 426.32 |
|
| Pfizer (PFE) | 0.1 | $717k | -9% | 29k | 24.90 |
|
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.1 | $711k | -13% | 19k | 38.48 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $704k | -66% | 19k | 37.00 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $696k | 7.4k | 94.19 |
|
|
| Copart (CPRT) | 0.1 | $687k | -3% | 18k | 39.15 |
|
| Leidos Holdings (LDOS) | 0.1 | $678k | 3.8k | 180.40 |
|
|
| Tyler Technologies (TYL) | 0.1 | $649k | -2% | 1.4k | 453.95 |
|
| Intercontinental Exchange (ICE) | 0.1 | $648k | -7% | 4.0k | 161.96 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $640k | -70% | 829.00 | 771.87 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $639k | -5% | 39k | 16.49 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $635k | -30% | 2.6k | 242.91 |
|
| Carlyle Group (CG) | 0.1 | $622k | 11k | 59.11 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $620k | -10% | 3.5k | 177.53 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $614k | 23k | 26.23 |
|
|
| Southern Company (SO) | 0.1 | $608k | -8% | 7.0k | 87.20 |
|
| ConocoPhillips (COP) | 0.1 | $606k | -21% | 6.5k | 93.61 |
|
| Schlumberger Com Stk (SLB) | 0.1 | $600k | -9% | 16k | 38.68 |
|
| Oneok (OKE) | 0.1 | $598k | -48% | 8.1k | 73.50 |
|
| Atlantic Union B (AUB) | 0.1 | $592k | -4% | 17k | 35.30 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $573k | 1.4k | 396.31 |
|
|
| Kinder Morgan (KMI) | 0.1 | $572k | 21k | 27.49 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $568k | -27% | 2.3k | 246.21 |
|
| Markel Corporation (MKL) | 0.1 | $563k | 262.00 | 2149.65 |
|
|
| Williams Companies (WMB) | 0.1 | $560k | -7% | 9.3k | 60.11 |
|
| Micron Technology (MU) | 0.1 | $553k | -12% | 1.9k | 285.52 |
|
| CSX Corporation (CSX) | 0.1 | $542k | -4% | 15k | 36.25 |
|
| Qualcomm (QCOM) | 0.1 | $525k | -58% | 3.1k | 171.04 |
|
| Philip Morris International (PM) | 0.1 | $514k | -23% | 3.2k | 161.85 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $511k | +5% | 4.0k | 128.93 |
|
| Advanced Micro Devices (AMD) | 0.1 | $510k | -20% | 2.4k | 214.16 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $496k | 17k | 28.48 |
|
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $495k | 5.4k | 92.43 |
|
|
| Snap-on Incorporated (SNA) | 0.0 | $492k | -4% | 1.4k | 344.60 |
|
| M&T Bank Corporation (MTB) | 0.0 | $491k | -2% | 2.4k | 201.52 |
|
| Dell Technologies CL C (DELL) | 0.0 | $487k | -2% | 3.9k | 125.88 |
|
| Citigroup Com New (C) | 0.0 | $477k | -18% | 4.1k | 116.69 |
|
| Amgen (AMGN) | 0.0 | $477k | -23% | 1.5k | 327.28 |
|
| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.0 | $471k | 2.3k | 206.52 |
|
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $460k | -90% | 11k | 41.36 |
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $456k | +7% | 4.9k | 92.25 |
|
| EastGroup Properties (EGP) | 0.0 | $449k | -28% | 2.5k | 179.69 |
|
| Cummins (CMI) | 0.0 | $443k | -7% | 868.00 | 510.45 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $441k | -14% | 2.7k | 162.63 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $432k | 4.7k | 92.51 |
|
|
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.0 | $431k | 201.00 | 2146.18 |
|
|
| Nasdaq Omx (NDAQ) | 0.0 | $430k | -66% | 4.4k | 97.13 |
|
| McKesson Corporation (MCK) | 0.0 | $424k | 516.00 | 821.08 |
|
|
| Lowe's Companies (LOW) | 0.0 | $422k | -4% | 1.8k | 241.16 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $421k | -4% | 3.6k | 116.07 |
|
| Nextera Energy (NEE) | 0.0 | $415k | -26% | 5.2k | 80.28 |
|
| Applied Materials (AMAT) | 0.0 | $408k | -6% | 1.6k | 256.99 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $403k | NEW | 2.1k | 191.56 |
|
| salesforce (CRM) | 0.0 | $400k | -89% | 1.5k | 265.34 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $394k | -42% | 2.9k | 135.39 |
|
| Metropcs Communications (TMUS) | 0.0 | $392k | -7% | 1.9k | 203.09 |
|
| Medtronic SHS (MDT) | 0.0 | $388k | -30% | 4.0k | 96.77 |
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $384k | 8.0k | 47.94 |
|
|
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.0 | $381k | 4.1k | 93.12 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $372k | -2% | 5.1k | 73.48 |
|
| Kla Corp Com New (KLAC) | 0.0 | $372k | -37% | 306.00 | 1215.08 |
|
| Intuit (INTU) | 0.0 | $368k | -62% | 556.00 | 662.30 |
|
| Phillips 66 (PSX) | 0.0 | $360k | -6% | 2.8k | 129.06 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $346k | 2.7k | 125.91 |
|
|
| Ishares Tr Rus 1000 Grw Wtf (IWF) | 0.0 | $344k | -65% | 726.00 | 473.30 |
|
| Tompkins Financial Corporation (TMP) | 0.0 | $344k | 4.7k | 72.52 |
|
|
| Progressive Corporation (PGR) | 0.0 | $342k | -18% | 1.5k | 227.70 |
|
| Allstate Corporation (ALL) | 0.0 | $341k | 1.6k | 209.13 |
|
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $332k | 4.7k | 70.41 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $326k | -12% | 695.00 | 468.62 |
|
| Fortive (FTV) | 0.0 | $318k | -3% | 5.8k | 55.21 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $312k | +59% | 2.3k | 136.94 |
|
| Moelis & Co Cl A (MC) | 0.0 | $309k | 4.5k | 68.74 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $308k | -90% | 4.6k | 67.22 |
|
| Ishares Tr Global 100 Etf (IOO) | 0.0 | $300k | -5% | 2.4k | 126.67 |
|
| Eaton Corp SHS (ETN) | 0.0 | $295k | -12% | 927.00 | 318.57 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $295k | -57% | 1.8k | 167.94 |
|
| Gilead Sciences (GILD) | 0.0 | $292k | -66% | 2.4k | 122.74 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $291k | -12% | 3.0k | 95.35 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $290k | +5% | 2.8k | 103.56 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $282k | 2.0k | 141.16 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $282k | -24% | 1.3k | 210.34 |
|
| Verizon Communications (VZ) | 0.0 | $280k | -5% | 6.9k | 40.73 |
|
| Norfolk Southern (NSC) | 0.0 | $275k | -8% | 952.00 | 288.71 |
|
| Booking Holdings (BKNG) | 0.0 | $273k | -13% | 51.00 | 5355.33 |
|
| Deere & Company (DE) | 0.0 | $271k | -31% | 579.00 | 467.19 |
|
| American Electric Power Company (AEP) | 0.0 | $271k | -36% | 2.3k | 115.29 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $269k | 2.1k | 128.83 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $263k | -19% | 2.7k | 96.27 |
|
| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.0 | $262k | 2.6k | 101.01 |
|
|
| At&t (T) | 0.0 | $254k | -22% | 10k | 24.84 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $252k | -17% | 2.9k | 87.34 |
|
| Yum China Holdings (YUMC) | 0.0 | $252k | 5.3k | 47.74 |
|
|
| Uber Technologies (UBER) | 0.0 | $252k | -27% | 3.1k | 81.70 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $248k | -23% | 368.00 | 673.82 |
|
| Altria (MO) | 0.0 | $248k | -19% | 4.2k | 58.72 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $247k | -13% | 10k | 24.04 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $246k | +11% | 1.2k | 212.14 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $244k | -10% | 1.4k | 168.78 |
|
| S&p Global (SPGI) | 0.0 | $243k | -74% | 464.00 | 522.96 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $241k | NEW | 3.9k | 62.47 |
|
| Apollo Global Mgmt (APO) | 0.0 | $235k | -11% | 1.6k | 144.88 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $234k | -5% | 517.00 | 453.36 |
|
| Howmet Aerospace (HWM) | 0.0 | $232k | -7% | 1.1k | 204.97 |
|
| General Dynamics Corporation (GD) | 0.0 | $231k | -78% | 685.00 | 336.89 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $231k | -14% | 4.3k | 53.88 |
|
| D.R. Horton (DHI) | 0.0 | $230k | -12% | 1.6k | 144.05 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $230k | -5% | 2.9k | 79.36 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $230k | -17% | 1.3k | 173.50 |
|
| FirstEnergy (FE) | 0.0 | $230k | -44% | 5.1k | 44.77 |
|
| Constellation Energy (CEG) | 0.0 | $229k | -39% | 649.00 | 353.43 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $229k | -4% | 2.3k | 99.85 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $227k | NEW | 1.9k | 120.15 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $225k | -19% | 2.3k | 99.92 |
|
| Gladstone Commercial Corporation (GOOD) | 0.0 | $219k | 21k | 10.67 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $218k | NEW | 3.1k | 69.40 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $217k | 8.0k | 27.10 |
|
|
| Freshpet (FRPT) | 0.0 | $216k | NEW | 3.6k | 60.93 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $216k | 1.6k | 139.18 |
|
|
| Hca Holdings (HCA) | 0.0 | $215k | -6% | 460.00 | 466.86 |
|
| Iqvia Holdings (IQV) | 0.0 | $212k | NEW | 940.00 | 225.41 |
|
| Prologis (PLD) | 0.0 | $211k | NEW | 1.7k | 127.66 |
|
| Zscaler Incorporated (ZS) | 0.0 | $208k | NEW | 925.00 | 224.80 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $207k | -78% | 679.00 | 304.78 |
|
| Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) | 0.0 | $207k | NEW | 3.5k | 59.47 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $207k | -81% | 553.00 | 373.44 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $206k | -13% | 1.8k | 117.21 |
|
| Cooper Cos (COO) | 0.0 | $203k | NEW | 2.5k | 81.96 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $201k | -9% | 1.1k | 185.54 |
|
| Intrusion (INTZ) | 0.0 | $183k | +352% | 159k | 1.15 |
|
Past Filings by Tritonpoint Wealth
SEC 13F filings are viewable for Tritonpoint Wealth going back to 2023
- Tritonpoint Wealth 2025 Q4 filed Jan. 20, 2026
- 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