Tritonpoint Wealth
Latest statistics and disclosures from Tritonpoint Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, AMZN, VUG, GOOGL, and represent 19.81% of Tritonpoint Wealth's stock portfolio.
- Added to shares of these 10 stocks: CMG (+$5.6M), VUG, AVGO, WING, MSFT, ORCL, VTI, V, GS, AMZN.
- Started 25 new stock positions in PLTR, DSI, BSX, SMH, APH, TRGP, AMT, IVOV, CMG, ETN.
- Reduced shares in these 10 stocks: UPS (-$6.2M), BNL, MAR, AY, VOO, IVV, AAPL, SPY, CSCO, IYW.
- Sold out of its positions in ABNB, BIIB, FANG, EQ, GIS, ITW, DVY, TFLO, JQUA, KHC. PDCO, SCHW, TD.
- Tritonpoint Wealth was a net buyer of stock by $4.8M.
- Tritonpoint Wealth has $1.1B in assets under management (AUM), dropping by 5.34%.
- Central Index Key (CIK): 0002008171
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Portfolio Holdings for Tritonpoint Wealth
Tritonpoint Wealth holds 330 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.4 | $91M | 401k | 227.79 |
|
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| Microsoft Corporation (MSFT) | 3.3 | $36M | +3% | 84k | 428.02 |
|
| Amazon (AMZN) | 3.1 | $34M | +3% | 180k | 187.97 |
|
| Vanguard Index Fds Growth Etf (VUG) | 2.7 | $29M | +14% | 77k | 382.32 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $26M | 160k | 163.95 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 2.2 | $24M | -2% | 143k | 165.29 |
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| Danaher Corporation (DHR) | 2.0 | $22M | +2% | 81k | 275.71 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.0 | $22M | -7% | 41k | 527.02 |
|
| JPMorgan Chase & Co. (JPM) | 1.9 | $21M | +4% | 101k | 210.50 |
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| Broadstone Net Lease (BNL) | 1.8 | $20M | -15% | 1.0M | 18.84 |
|
| Visa Com Cl A (V) | 1.7 | $18M | +6% | 66k | 275.17 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 1.5 | $16M | -5% | 107k | 151.01 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 1.4 | $15M | 43k | 349.70 |
|
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| Intuitive Surgical Com New (ISRG) | 1.4 | $15M | 31k | 479.18 |
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| Mastercard Incorporated Cl A (MA) | 1.4 | $15M | 30k | 493.65 |
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| Dover Corporation (DOV) | 1.4 | $15M | +4% | 77k | 192.78 |
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| Xpo Logistics Inc equity (XPO) | 1.3 | $14M | 129k | 111.53 |
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| Johnson & Johnson (JNJ) | 1.3 | $14M | +4% | 88k | 161.40 |
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| Merck & Co (MRK) | 1.2 | $13M | +3% | 111k | 114.46 |
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| Thermo Fisher Scientific (TMO) | 1.1 | $12M | -4% | 20k | 614.80 |
|
| Mondelez Intl Cl A (MDLZ) | 1.1 | $12M | +6% | 167k | 74.20 |
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| Wal-Mart Stores (WMT) | 1.1 | $12M | +3% | 152k | 79.78 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $12M | -11% | 21k | 574.07 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $12M | +8% | 97k | 121.41 |
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| TJX Companies (TJX) | 1.0 | $11M | +4% | 90k | 117.50 |
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| Boeing Company (BA) | 1.0 | $11M | +9% | 67k | 156.32 |
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| Chubb (CB) | 0.9 | $10M | +4% | 36k | 290.48 |
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| Select Sector Spdr Tr Financial (XLF) | 0.9 | $9.9M | -2% | 220k | 45.15 |
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| Pepsi (PEP) | 0.9 | $9.5M | 56k | 170.00 |
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| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.9 | $9.4M | +9% | 70k | 134.83 |
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| Home Depot (HD) | 0.8 | $8.7M | -9% | 22k | 399.53 |
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| UnitedHealth (UNH) | 0.8 | $8.5M | +8% | 15k | 581.85 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.8 | $8.4M | +5% | 55k | 153.02 |
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| Select Sector Spdr Tr Technology (XLK) | 0.8 | $8.4M | -6% | 37k | 225.10 |
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| EOG Resources (EOG) | 0.7 | $8.2M | +5% | 67k | 122.44 |
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| Oracle Corporation (ORCL) | 0.7 | $8.1M | +17% | 48k | 168.74 |
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| Wells Fargo & Company (WFC) | 0.7 | $8.0M | +4% | 144k | 55.90 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $7.6M | -4% | 17k | 457.47 |
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| Starbucks Corporation (SBUX) | 0.7 | $7.3M | -5% | 76k | 97.36 |
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| Chevron Corporation (CVX) | 0.7 | $7.3M | +7% | 50k | 145.49 |
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| Capital One Financial (COF) | 0.7 | $7.2M | 48k | 149.09 |
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| Lam Research Corporation (LRCX) | 0.6 | $6.9M | +4% | 8.4k | 829.47 |
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| Zoetis Cl A (ZTS) | 0.6 | $6.9M | 35k | 194.81 |
|
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.6 | $6.6M | 23k | 283.42 |
|
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.6 | $6.5M | -9% | 79k | 82.49 |
|
| Yum! Brands (YUM) | 0.6 | $6.5M | 47k | 139.92 |
|
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| Costco Wholesale Corporation (COST) | 0.6 | $6.4M | +2% | 7.2k | 885.63 |
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| Abbott Laboratories (ABT) | 0.6 | $6.4M | 57k | 112.43 |
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| Colgate-Palmolive Company (CL) | 0.6 | $6.2M | -4% | 59k | 103.66 |
|
| United Parcel Service CL B (UPS) | 0.6 | $6.1M | -50% | 46k | 134.26 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $5.9M | +13% | 51k | 116.56 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $5.9M | 46k | 127.76 |
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| Procter & Gamble Company (PG) | 0.5 | $5.8M | -4% | 34k | 173.55 |
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| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.5 | $5.7M | +15% | 161k | 35.19 |
|
| Chipotle Mexican Grill (CMG) | 0.5 | $5.6M | NEW | 99k | 57.34 |
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| Cme (CME) | 0.5 | $5.3M | -5% | 24k | 218.30 |
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| BlackRock (BLK) | 0.5 | $5.2M | +2% | 5.5k | 945.14 |
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| AES Corporation (AES) | 0.5 | $5.2M | +21% | 259k | 20.07 |
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| Blackstone Group Inc Com Cl A (BX) | 0.5 | $5.2M | +19% | 33k | 154.94 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $5.2M | -9% | 66k | 78.25 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.5 | $5.0M | +11% | 64k | 78.56 |
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| Lockheed Martin Corporation (LMT) | 0.5 | $5.0M | 8.6k | 582.39 |
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| Marriott Intl Cl A (MAR) | 0.5 | $5.0M | -39% | 20k | 253.04 |
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| Ecolab (ECL) | 0.5 | $5.0M | 20k | 255.15 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.4 | $4.8M | +4% | 52k | 91.85 |
|
| Analog Devices (ADI) | 0.4 | $4.8M | +9% | 21k | 232.05 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $4.6M | -4% | 38k | 120.39 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $4.6M | -7% | 45k | 101.50 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.4 | $4.4M | -10% | 125k | 35.37 |
|
| Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC) | 0.4 | $4.3M | -9% | 67k | 64.93 |
|
| Gxo Logistics Incorporated Common Stock (GXO) | 0.4 | $4.2M | -6% | 81k | 52.19 |
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| Caterpillar (CAT) | 0.4 | $4.2M | 11k | 391.06 |
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| Meta Platforms Cl A (META) | 0.4 | $4.1M | +11% | 7.3k | 567.36 |
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| Coca-Cola Company (KO) | 0.4 | $4.1M | 57k | 72.28 |
|
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| salesforce (CRM) | 0.4 | $4.0M | 15k | 277.04 |
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| Select Sector Spdr Tr Communication (XLC) | 0.4 | $4.0M | +3% | 44k | 90.01 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.4 | $3.9M | -9% | 75k | 52.69 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $3.9M | +39% | 14k | 282.92 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.4 | $3.9M | +4% | 83k | 47.22 |
|
| Atlantica Sustainable Infr P SHS (AY) | 0.3 | $3.8M | -32% | 171k | 22.03 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $3.7M | -26% | 6.4k | 573.24 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $3.6M | -8% | 42k | 87.19 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $3.6M | +2% | 18k | 200.84 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $3.6M | +6% | 4.1k | 877.70 |
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| Ishares Tr Mbs Etf (MBB) | 0.3 | $3.6M | -8% | 37k | 96.21 |
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.3 | $3.6M | -8% | 66k | 53.55 |
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| Ball Corporation (BALL) | 0.3 | $3.2M | 48k | 67.47 |
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| Enterprise Products Partners (EPD) | 0.3 | $3.2M | +24% | 109k | 29.18 |
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| McDonald's Corporation (MCD) | 0.3 | $3.1M | 10k | 303.70 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.3 | $3.1M | 16k | 193.03 |
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| Ishares Core Msci Emkt (IEMG) | 0.3 | $3.0M | -8% | 52k | 58.22 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.3 | $3.0M | -3% | 18k | 167.29 |
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| Parker-Hannifin Corporation (PH) | 0.3 | $2.9M | -2% | 4.6k | 632.77 |
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| Bank of America Corporation (BAC) | 0.3 | $2.9M | -5% | 73k | 39.40 |
|
| Regeneron Pharmaceuticals (REGN) | 0.3 | $2.8M | +5% | 2.7k | 1042.88 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.3 | $2.8M | +26% | 12k | 242.86 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.2 | $2.7M | 50k | 53.39 |
|
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $2.7M | -6% | 34k | 78.83 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $2.6M | +4% | 32k | 83.02 |
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| Union Pacific Corporation (UNP) | 0.2 | $2.6M | 11k | 244.23 |
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| PNC Financial Services (PNC) | 0.2 | $2.6M | -8% | 14k | 183.07 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $2.5M | 5.1k | 487.45 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $2.4M | +2% | 21k | 115.82 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $2.4M | -11% | 12k | 200.47 |
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| Labcorp Holdings Com Shs (LH) | 0.2 | $2.4M | -7% | 11k | 222.11 |
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| Generac Holdings (GNRC) | 0.2 | $2.4M | +7% | 15k | 154.84 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $2.3M | -15% | 13k | 173.95 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $2.3M | -9% | 8.4k | 267.65 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $2.1M | -9% | 23k | 91.07 |
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| Broadcom (AVGO) | 0.2 | $2.1M | +930% | 12k | 172.69 |
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| Akamai Technologies (AKAM) | 0.2 | $2.1M | 21k | 101.57 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $2.1M | 31k | 67.61 |
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| Abbvie (ABBV) | 0.2 | $2.1M | +6% | 11k | 194.79 |
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| Oneok (OKE) | 0.2 | $2.1M | +44% | 23k | 90.24 |
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| Ishares Tr Us Consum Discre (IYC) | 0.2 | $2.0M | 22k | 88.15 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $2.0M | -3% | 16k | 120.76 |
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| Wingstop (WING) | 0.2 | $1.8M | NEW | 4.4k | 411.44 |
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| Domino's Pizza (DPZ) | 0.2 | $1.8M | 4.2k | 429.03 |
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| Automatic Data Processing (ADP) | 0.2 | $1.8M | -4% | 6.4k | 274.29 |
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| Tesla Motors (TSLA) | 0.2 | $1.7M | +18% | 6.7k | 260.45 |
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| Walt Disney Company (DIS) | 0.2 | $1.7M | -13% | 18k | 96.01 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.7M | +2% | 7.0k | 237.78 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $1.7M | -6% | 31k | 52.71 |
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| Lululemon Athletica (LULU) | 0.2 | $1.7M | +25% | 5.9k | 280.01 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.6M | -5% | 26k | 62.27 |
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| Castle Biosciences (CSTL) | 0.1 | $1.6M | -19% | 57k | 27.86 |
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| Schlumberger Com Stk (SLB) | 0.1 | $1.5M | -13% | 36k | 42.60 |
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| Honeywell International (HON) | 0.1 | $1.5M | -4% | 7.3k | 207.62 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $1.5M | -2% | 2.5k | 585.94 |
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| Stryker Corporation (SYK) | 0.1 | $1.4M | -6% | 4.0k | 360.27 |
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| Titan International (TWI) | 0.1 | $1.4M | 173k | 8.27 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $1.4M | 16k | 88.38 |
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| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $1.4M | 15k | 92.88 |
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| Qualcomm (QCOM) | 0.1 | $1.3M | 7.7k | 170.14 |
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| Netflix (NFLX) | 0.1 | $1.3M | +15% | 1.8k | 707.43 |
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| Ishares Tr Us Industrials (IYJ) | 0.1 | $1.3M | 9.5k | 133.32 |
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| Bristol Myers Squibb (BMY) | 0.1 | $1.3M | -24% | 25k | 50.91 |
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| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $1.2M | -20% | 26k | 48.19 |
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| Aptiv SHS (APTV) | 0.1 | $1.2M | 16k | 74.24 |
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| Ishares Tr Expanded Tech (IGV) | 0.1 | $1.2M | 13k | 89.24 |
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| Spdr Ser Tr Portolio Short (SPSB) | 0.1 | $1.2M | -3% | 39k | 30.31 |
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| Ishares Tr Rus 1000 Grw Wtf (IWF) | 0.1 | $1.2M | -3% | 3.1k | 373.60 |
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| Cisco Systems (CSCO) | 0.1 | $1.1M | -50% | 22k | 53.02 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $1.1M | -7% | 11k | 98.57 |
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| Agilent Technologies Inc C ommon (A) | 0.1 | $1.1M | 7.4k | 148.05 |
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| General Dynamics Corporation (GD) | 0.1 | $1.1M | -6% | 3.6k | 300.14 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.1M | 11k | 95.26 |
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| Goldman Sachs (GS) | 0.1 | $1.0M | NEW | 2.1k | 498.50 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.0M | +27% | 3.9k | 263.14 |
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| 3M Company (MMM) | 0.1 | $1.0M | 7.3k | 137.29 |
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| Emerson Electric (EMR) | 0.1 | $988k | 9.0k | 109.21 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $975k | +266% | 7.0k | 138.93 |
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| Copart (CPRT) | 0.1 | $955k | 18k | 52.06 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $953k | 15k | 64.61 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $943k | -11% | 1.8k | 515.48 |
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| Tyler Technologies (TYL) | 0.1 | $922k | 1.6k | 577.52 |
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| Intuit (INTU) | 0.1 | $910k | +6% | 1.5k | 619.20 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $899k | +2% | 1.6k | 570.83 |
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| S&p Global (SPGI) | 0.1 | $888k | 1.7k | 512.82 |
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| Nasdaq Omx (NDAQ) | 0.1 | $880k | +5% | 12k | 72.60 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $875k | -8% | 8.6k | 101.40 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $866k | -7% | 18k | 47.02 |
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| American Intl Group Com New (AIG) | 0.1 | $854k | +9% | 12k | 73.34 |
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| Sap Se Spon Adr (SAP) | 0.1 | $851k | +3% | 3.7k | 228.00 |
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| Linde SHS (LIN) | 0.1 | $849k | +4% | 1.8k | 479.53 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $841k | -7% | 7.6k | 110.53 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $825k | -7% | 3.0k | 279.48 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $821k | +3% | 5.2k | 156.91 |
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| Pfizer (PFE) | 0.1 | $810k | -6% | 28k | 29.09 |
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| J P Morgan Exchange Traded Equity Premium (JEPI) | 0.1 | $786k | +10% | 13k | 59.41 |
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| Entergy Corporation (ETR) | 0.1 | $773k | 5.9k | 131.13 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $747k | +2% | 4.2k | 177.94 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $739k | -2% | 3.4k | 220.33 |
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| American Express Company (AXP) | 0.1 | $722k | +3% | 2.7k | 271.05 |
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| CSX Corporation (CSX) | 0.1 | $709k | 21k | 34.53 |
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| FedEx Corporation (FDX) | 0.1 | $703k | -9% | 2.6k | 268.91 |
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| Unilever Spon Adr New (UL) | 0.1 | $683k | -10% | 10k | 65.44 |
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| ConocoPhillips (COP) | 0.1 | $672k | +20% | 6.4k | 104.72 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $672k | +14% | 12k | 54.80 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $666k | 2.1k | 313.31 |
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| Nike CL B (NKE) | 0.1 | $662k | -41% | 7.4k | 89.86 |
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| Intercontinental Exchange (ICE) | 0.1 | $661k | +3% | 4.2k | 158.62 |
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| EastGroup Properties (EGP) | 0.1 | $657k | 3.5k | 187.68 |
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| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.1 | $638k | 21k | 30.83 |
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| Simon Property (SPG) | 0.1 | $638k | +2% | 3.8k | 167.69 |
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| Southern Company (SO) | 0.1 | $622k | +4% | 6.9k | 90.10 |
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| Arcturus Therapeutics Hldg I (ARCT) | 0.1 | $618k | 28k | 22.03 |
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| Sandy Spring Ban (SASR) | 0.1 | $617k | 20k | 31.15 |
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| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.1 | $613k | 18k | 35.01 |
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| Republic Services (RSG) | 0.1 | $610k | 3.1k | 199.35 |
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| Leidos Holdings (LDOS) | 0.1 | $601k | 3.8k | 159.72 |
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| Applied Materials (AMAT) | 0.1 | $601k | +6% | 2.9k | 204.92 |
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| Tractor Supply Company (TSCO) | 0.1 | $590k | -28% | 2.1k | 286.07 |
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| Ishares Tr Core Total Usd (IUSB) | 0.1 | $589k | -15% | 13k | 47.24 |
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| Servicenow (NOW) | 0.1 | $585k | +14% | 664.00 | 881.17 |
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| Thomson Reuters Corp. (TRI) | 0.1 | $577k | -3% | 3.4k | 169.76 |
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| Medtronic SHS (MDT) | 0.1 | $574k | -45% | 6.4k | 90.02 |
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| Nextera Energy (NEE) | 0.1 | $573k | +10% | 6.8k | 84.54 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $573k | 4.4k | 131.12 |
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| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $563k | 6.4k | 87.76 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $558k | +7% | 3.1k | 178.59 |
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| Amgen (AMGN) | 0.1 | $555k | +12% | 1.7k | 322.59 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $544k | +6% | 5.3k | 103.47 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $540k | +3% | 3.3k | 163.65 |
|
| M&T Bank Corporation (MTB) | 0.0 | $522k | -12% | 3.0k | 175.45 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $521k | 7.9k | 66.24 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $514k | 2.9k | 178.69 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $506k | +352% | 2.5k | 202.36 |
|
| Fortive (FTV) | 0.0 | $493k | 6.2k | 79.20 |
|
|
| Gilead Sciences (GILD) | 0.0 | $492k | -5% | 5.9k | 83.61 |
|
| FirstEnergy (FE) | 0.0 | $490k | 11k | 44.05 |
|
|
| Norfolk Southern (NSC) | 0.0 | $488k | +3% | 2.0k | 246.50 |
|
| Carlyle Group (CG) | 0.0 | $487k | 11k | 43.59 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $481k | -3% | 4.0k | 120.22 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $475k | 9.2k | 51.39 |
|
|
| International Business Machines (IBM) | 0.0 | $473k | -13% | 2.1k | 220.86 |
|
| Steris Shs Usd (STE) | 0.0 | $465k | +8% | 1.9k | 238.99 |
|
| Roper Industries (ROP) | 0.0 | $465k | -14% | 839.00 | 553.97 |
|
| Firstservice Corp (FSV) | 0.0 | $463k | -10% | 2.6k | 180.61 |
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $458k | 8.1k | 56.89 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $458k | 29k | 16.07 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $449k | 3.6k | 125.16 |
|
|
| Kinder Morgan (KMI) | 0.0 | $448k | -7% | 21k | 21.79 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $436k | -19% | 24k | 18.14 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $435k | -23% | 4.0k | 108.70 |
|
| Williams Companies (WMB) | 0.0 | $430k | 9.5k | 45.16 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $424k | -14% | 2.2k | 189.31 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $423k | 4.7k | 90.60 |
|
|
| Oshkosh Corporation (OSK) | 0.0 | $414k | -10% | 4.1k | 100.20 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $413k | +19% | 4.3k | 96.87 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $413k | +13% | 1.7k | 245.02 |
|
| Metropcs Communications (TMUS) | 0.0 | $408k | 2.0k | 205.18 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $407k | +5% | 2.5k | 164.35 |
|
| Markel Corporation (MKL) | 0.0 | $407k | 260.00 | 1566.06 |
|
|
| Dupont De Nemours (DD) | 0.0 | $405k | +53% | 4.5k | 89.53 |
|
| Allstate Corporation (ALL) | 0.0 | $402k | 2.1k | 189.26 |
|
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $400k | +9% | 5.7k | 70.74 |
|
| Ge Aerospace Com New (GE) | 0.0 | $400k | +18% | 2.2k | 185.68 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $399k | +9% | 6.9k | 57.84 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $393k | -11% | 3.6k | 108.97 |
|
| Pool Corporation (POOL) | 0.0 | $393k | -7% | 1.1k | 372.54 |
|
| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.0 | $390k | -16% | 2.3k | 170.99 |
|
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.0 | $383k | 208.00 | 1841.09 |
|
|
| Progressive Corporation (PGR) | 0.0 | $380k | -11% | 1.5k | 251.16 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $370k | 1.9k | 198.12 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $370k | 3.9k | 95.13 |
|
|
| Vanguard World Energy Etf (VDE) | 0.0 | $362k | NEW | 2.9k | 122.78 |
|
| Lowe's Companies (LOW) | 0.0 | $352k | +21% | 1.3k | 267.14 |
|
| Verizon Communications (VZ) | 0.0 | $342k | -9% | 7.6k | 44.89 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $337k | 2.7k | 125.67 |
|
|
| Mosaic (MOS) | 0.0 | $334k | 12k | 27.02 |
|
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $332k | 4.7k | 70.51 |
|
|
| Ross Stores (ROST) | 0.0 | $329k | 2.2k | 151.55 |
|
|
| Dow (DOW) | 0.0 | $329k | -6% | 6.0k | 55.08 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $323k | 7.6k | 42.52 |
|
|
| Hershey Company (HSY) | 0.0 | $322k | NEW | 1.7k | 193.36 |
|
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.0 | $320k | 4.0k | 79.71 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $320k | NEW | 973.00 | 328.51 |
|
| Halozyme Therapeutics (HALO) | 0.0 | $317k | -17% | 5.6k | 56.97 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $316k | +16% | 1.5k | 209.09 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $314k | 3.8k | 82.83 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $312k | 3.0k | 104.11 |
|
|
| Moelis & Co Cl A (MC) | 0.0 | $310k | 4.5k | 68.93 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $307k | NEW | 3.7k | 83.07 |
|
| Fiserv (FI) | 0.0 | $306k | +7% | 1.7k | 178.39 |
|
| American Electric Power Company (AEP) | 0.0 | $306k | 3.0k | 101.83 |
|
|
| Freshpet (FRPT) | 0.0 | $305k | 2.3k | 135.74 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $303k | 2.9k | 104.44 |
|
|
| Uber Technologies (UBER) | 0.0 | $301k | +19% | 4.0k | 75.75 |
|
| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.0 | $301k | NEW | 3.1k | 95.69 |
|
| D.R. Horton (DHI) | 0.0 | $301k | NEW | 1.6k | 190.38 |
|
| Ishares Tr Global 100 Etf (IOO) | 0.0 | $295k | +15% | 3.0k | 98.87 |
|
| Cummins (CMI) | 0.0 | $290k | +4% | 890.00 | 326.22 |
|
| McKesson Corporation (MCK) | 0.0 | $287k | +20% | 586.00 | 489.12 |
|
| L3harris Technologies (LHX) | 0.0 | $285k | +2% | 1.2k | 234.89 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $281k | -3% | 2.9k | 97.79 |
|
| Cooper Cos (COO) | 0.0 | $279k | 2.5k | 109.78 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $274k | -5% | 4.1k | 66.58 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $272k | 1.9k | 144.88 |
|
|
| Tompkins Financial Corporation (TMP) | 0.0 | $272k | 4.7k | 57.48 |
|
|
| J P Morgan Exchange Traded Ultra Shrt Inc (JPST) | 0.0 | $270k | 5.3k | 50.74 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $270k | +12% | 6.5k | 41.64 |
|
| Intel Corporation (INTC) | 0.0 | $269k | +3% | 11k | 23.91 |
|
| Shell Spon Ads (SHEL) | 0.0 | $268k | 4.1k | 66.11 |
|
|
| Snap-on Incorporated (SNA) | 0.0 | $268k | 928.00 | 288.51 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $268k | -2% | 3.0k | 88.01 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $267k | 819.00 | 325.60 |
|
|
| Quanta Services (PWR) | 0.0 | $267k | 898.00 | 296.74 |
|
|
| East West Ban (EWBC) | 0.0 | $266k | 3.3k | 81.53 |
|
|
| Yum China Holdings (YUMC) | 0.0 | $263k | -18% | 5.8k | 45.35 |
|
| Wp Carey (WPC) | 0.0 | $261k | 4.2k | 62.74 |
|
|
| Micron Technology (MU) | 0.0 | $260k | +4% | 2.4k | 107.48 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $257k | NEW | 7.0k | 36.84 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $256k | 2.0k | 127.83 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $255k | 3.4k | 75.28 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $254k | -5% | 2.4k | 107.90 |
|
| Kla Corp Com New (KLAC) | 0.0 | $254k | +13% | 325.00 | 782.40 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $249k | 1.8k | 141.71 |
|
|
| Philip Morris International (PM) | 0.0 | $248k | NEW | 2.0k | 121.99 |
|
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.0 | $248k | 9.4k | 26.21 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $244k | +7% | 528.00 | 462.45 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $242k | 8.0k | 30.20 |
|
|
| Relx Sponsored Adr (RELX) | 0.0 | $239k | +5% | 5.0k | 47.56 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $237k | 3.2k | 73.04 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $237k | NEW | 3.6k | 65.18 |
|
| Phillips 66 (PSX) | 0.0 | $236k | +25% | 1.8k | 131.05 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $230k | NEW | 2.8k | 83.33 |
|
| Fidelity Covington Trust Elec Vehs & Futr (WSO) | 0.0 | $229k | -6% | 462.00 | 495.98 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $227k | NEW | 2.1k | 108.54 |
|
| Deere & Company (DE) | 0.0 | $225k | -4% | 539.00 | 417.61 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $220k | NEW | 887.00 | 247.86 |
|
| Gladstone Commercial Corporation (GOOD) | 0.0 | $218k | 14k | 16.12 |
|
|
| Travelers Companies (TRV) | 0.0 | $217k | NEW | 919.00 | 236.11 |
|
| Jack Henry & Associates (JKHY) | 0.0 | $217k | -23% | 1.2k | 175.99 |
|
| Paychex (PAYX) | 0.0 | $214k | NEW | 1.6k | 133.03 |
|
| Sila Realty Trust Common Stock (SILA) | 0.0 | $213k | NEW | 8.4k | 25.43 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $212k | NEW | 4.7k | 45.48 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $210k | -59% | 3.4k | 61.37 |
|
| Targa Res Corp (TRGP) | 0.0 | $210k | NEW | 1.4k | 146.75 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $210k | -11% | 1.5k | 143.31 |
|
| At&t (T) | 0.0 | $208k | NEW | 9.5k | 21.90 |
|
| Dollar General (DG) | 0.0 | $205k | -43% | 2.4k | 87.30 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $204k | NEW | 1.7k | 117.24 |
|
| American Tower Reit (AMT) | 0.0 | $202k | NEW | 875.00 | 230.39 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $201k | -17% | 4.9k | 41.32 |
|
| Blackstone Mtg Tr Com Cl A (BXMT) | 0.0 | $195k | NEW | 10k | 19.54 |
|
| Icad Com New (ICAD) | 0.0 | $78k | 47k | 1.66 |
|
|
| Calcimedica Com New (CALC) | 0.0 | $64k | 15k | 4.24 |
|
|
| Immix Biopharma (IMMX) | 0.0 | $38k | 25k | 1.56 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $36k | NEW | 12k | 3.14 |
|
Past Filings by Tritonpoint Wealth
SEC 13F filings are viewable for Tritonpoint Wealth going back to 2023
- 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