Tritonpoint Wealth
Latest statistics and disclosures from Tritonpoint Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, GOOG, GOOGL, AMZN, VUG, and represent 26.55% of Tritonpoint Wealth's stock portfolio.
- Added to shares of these 10 stocks: XOM, HON, CRWD, OKE, HONA, NEM, BINC, VLO, NET, IQV.
- Started 20 new stock positions in HONA, CEG, NXPI, TGT, T, TEAM, ILMN, NEM, HON, IQV. NET, ATO, FCX, VLO, CDNA, BSX, F, OKE, XOM, ABNB.
- Reduced shares in these 10 stocks: AAPL, LRCX, GOOGL, , NVDA, JPM, QXO, V, ADI, JNJ.
- Sold out of its positions in SAN, COO, Exxon Mobil Corporation, LOW, MTZ, Oneok, SPGI, ZTS.
- Tritonpoint Wealth was a net seller of stock by $-16M.
- Tritonpoint Wealth has $1.0B in assets under management (AUM), dropping by -1.03%.
- Central Index Key (CIK): 0002008171
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Portfolio Holdings for Tritonpoint Wealth
Tritonpoint Wealth holds 293 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 10.6 | $107M | 320k | 333.02 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 4.2 | $42M | 123k | 340.74 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 4.1 | $41M | -3% | 120k | 344.08 |
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| Amazon (AMZN) | 3.9 | $39M | 156k | 249.15 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 3.8 | $39M | 428k | 90.11 |
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| Microsoft Corporation (MSFT) | 3.2 | $33M | 63k | 512.90 |
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| JPMorgan Chase & Co. (JPM) | 2.6 | $26M | -3% | 79k | 330.83 |
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| Ishares Tr U.s. Tech Etf (IYW) | 2.4 | $24M | 92k | 264.90 |
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| NVIDIA Corporation (NVDA) | 2.1 | $21M | -4% | 93k | 228.38 |
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| Lam Research Corp Com New (LRCX) | 1.9 | $19M | -9% | 57k | 328.51 |
|
| Visa Com Cl A (V) | 1.8 | $18M | -3% | 49k | 359.33 |
|
| Johnson & Johnson (JNJ) | 1.7 | $17M | -3% | 66k | 264.74 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.7 | $17M | 25k | 700.87 |
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| Xpo Logistics Inc equity (XPO) | 1.6 | $16M | 92k | 175.98 |
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| Mastercard Incorporated Cl A (MA) | 1.4 | $14M | 25k | 551.47 |
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| Danaher Corporation (DHR) | 1.3 | $13M | 60k | 221.55 |
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| Thermo Fisher Scientific (TMO) | 1.3 | $13M | 19k | 675.05 |
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| Dover Corporation (DOV) | 1.2 | $12M | -3% | 62k | 187.05 |
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| Select Sector Spdr Tr Technology (XLK) | 1.2 | $12M | 59k | 195.75 |
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| Wal-Mart Stores (WMT) | 1.1 | $11M | -3% | 108k | 103.92 |
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| Broadstone Net Lease (BNL) | 1.1 | $11M | 604k | 18.50 |
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| Intuitive Surgical Com New (ISRG) | 1.1 | $11M | 27k | 406.62 |
|
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| Select Sector Spdr Tr Sbi Int-inds (XLI) | 1.1 | $11M | -3% | 64k | 166.98 |
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| TJX Companies (TJX) | 1.0 | $9.9M | -3% | 75k | 132.31 |
|
| Select Sector Spdr Tr Financial (XLF) | 1.0 | $9.7M | 181k | 53.40 |
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| Chubb (CB) | 0.9 | $9.2M | -3% | 28k | 325.25 |
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| Merck & Co (MRK) | 0.8 | $8.3M | -3% | 57k | 145.31 |
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| Caterpillar (CAT) | 0.8 | $7.7M | -2% | 9.5k | 810.79 |
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| Mondelez Intl Cl A (MDLZ) | 0.8 | $7.7M | -3% | 133k | 57.82 |
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| Analog Devices (ADI) | 0.7 | $7.4M | -8% | 19k | 396.71 |
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| Chevron Corporation (CVX) | 0.7 | $7.3M | -3% | 36k | 204.21 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $7.3M | 47k | 155.20 |
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| Boeing Company (BA) | 0.7 | $7.3M | -4% | 39k | 186.05 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.7 | $6.7M | -3% | 40k | 168.42 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $6.6M | 13k | 497.93 |
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| Micron Technology (MU) | 0.6 | $6.5M | -3% | 6.1k | 1065.17 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.6 | $6.2M | 17k | 356.90 |
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| Yum! Brands (YUM) | 0.6 | $6.0M | 44k | 136.34 |
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| Pepsi (PEP) | 0.6 | $5.8M | -3% | 46k | 126.72 |
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| Starbucks Corporation (SBUX) | 0.6 | $5.7M | -2% | 61k | 93.96 |
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| Raytheon Technologies Corp (RTX) | 0.6 | $5.7M | 31k | 185.65 |
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| Cme (CME) | 0.5 | $5.3M | -2% | 20k | 261.98 |
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| Capital One Financial (COF) | 0.5 | $5.1M | 27k | 193.07 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.5 | $5.1M | 46k | 109.61 |
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| Abbott Laboratories (ABT) | 0.5 | $5.0M | 50k | 98.83 |
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| Qxo Com New (QXO) | 0.5 | $4.8M | -13% | 414k | 11.69 |
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| Blackrock (BLK) | 0.5 | $4.8M | 4.5k | 1058.19 |
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| Costco Wholesale Corporation (COST) | 0.5 | $4.7M | -3% | 5.1k | 910.40 |
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| Ge Vernova (GEV) | 0.5 | $4.7M | -6% | 4.9k | 950.50 |
|
| EOG Resources (EOG) | 0.5 | $4.7M | -6% | 34k | 137.76 |
|
| Ecolab (ECL) | 0.5 | $4.7M | 17k | 274.58 |
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| Servicenow (NOW) | 0.4 | $4.4M | -6% | 33k | 134.01 |
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| Colgate-Palmolive Company (CL) | 0.4 | $4.4M | 52k | 85.32 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.4 | $4.4M | -2% | 60k | 72.86 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $4.3M | 3.7k | 1156.93 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $4.3M | 31k | 136.04 |
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| Coca-Cola Company (KO) | 0.4 | $4.2M | 49k | 86.08 |
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| Wells Fargo & Company (WFC) | 0.4 | $4.0M | -5% | 50k | 80.05 |
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| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.4 | $3.9M | 110k | 35.55 |
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| Select Sector Spdr Tr Communication (XLC) | 0.4 | $3.9M | 35k | 110.97 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $3.8M | +6% | 14k | 284.49 |
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| UnitedHealth (UNH) | 0.4 | $3.8M | -4% | 10k | 367.09 |
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| Parker-Hannifin Corporation (PH) | 0.4 | $3.8M | 4.0k | 955.42 |
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| Meta Platforms Cl A (META) | 0.4 | $3.8M | +4% | 5.2k | 725.18 |
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| Procter & Gamble Company (PG) | 0.4 | $3.7M | 26k | 145.28 |
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| AES Corporation (AES) | 0.4 | $3.7M | -8% | 248k | 14.90 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $3.7M | -4% | 8.1k | 456.19 |
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| Home Depot (HD) | 0.4 | $3.6M | -3% | 13k | 284.48 |
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| Palo Alto Networks (PANW) | 0.3 | $3.5M | -6% | 8.8k | 397.31 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $3.5M | 6.8k | 509.28 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.3 | $3.4M | 18k | 195.53 |
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| Marriott Intl Cl A (MAR) | 0.3 | $3.4M | 9.5k | 355.67 |
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| Labcorp Holdings Com Shs (LH) | 0.3 | $3.2M | 11k | 308.11 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $3.2M | 41k | 78.42 |
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| Bank of America Corporation (BAC) | 0.3 | $3.2M | 59k | 54.43 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $3.1M | 4.2k | 739.68 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.3 | $3.1M | 25k | 125.67 |
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| PNC Financial Services (PNC) | 0.3 | $3.0M | 14k | 222.26 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $3.0M | -3% | 28k | 108.84 |
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| Broadcom (AVGO) | 0.3 | $3.0M | +2% | 8.6k | 351.17 |
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| L3harris Technologies (LHX) | 0.3 | $2.9M | -2% | 12k | 236.79 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.3 | $2.8M | -3% | 62k | 44.58 |
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| Abbvie (ABBV) | 0.3 | $2.8M | 11k | 261.60 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $2.7M | 24k | 112.09 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $2.6M | 3.4k | 762.63 |
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| Union Pacific Corporation (UNP) | 0.3 | $2.5M | 9.4k | 272.13 |
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| Enterprise Products Partners (EPD) | 0.2 | $2.5M | 71k | 35.61 |
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| AeroVironment (AVAV) | 0.2 | $2.3M | 16k | 142.22 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $2.3M | 16k | 142.26 |
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| Ball Corporation (BALL) | 0.2 | $2.3M | 41k | 56.03 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $2.2M | 10k | 216.08 |
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| Generac Holdings (GNRC) | 0.2 | $2.2M | -4% | 10k | 206.95 |
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| Dell Technologies CL C (DELL) | 0.2 | $2.1M | +2% | 4.0k | 537.95 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.2 | $2.0M | -3% | 55k | 36.46 |
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| Oracle Corporation (ORCL) | 0.2 | $2.0M | 14k | 137.30 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $2.0M | 8.4k | 231.03 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.9M | -11% | 2.5k | 765.71 |
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| McDonald's Corporation (MCD) | 0.2 | $1.9M | -5% | 8.3k | 230.94 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $1.9M | 25k | 76.40 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $1.9M | -5% | 19k | 97.74 |
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| Ishares Tr Us Consum Discre (IYC) | 0.2 | $1.8M | 20k | 94.78 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $1.8M | 61k | 30.00 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $1.7M | -3% | 22k | 80.60 |
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| Tesla Motors (TSLA) | 0.2 | $1.7M | -2% | 4.9k | 354.78 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $1.7M | 5.9k | 292.11 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.7M | 4.5k | 374.28 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $1.7M | 4.9k | 337.82 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.6M | +2% | 2.6k | 611.76 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.5M | +6% | 15k | 96.88 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $1.5M | 16k | 94.42 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.1 | $1.5M | NEW | 9.0k | 162.75 |
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| Emerson Electric (EMR) | 0.1 | $1.5M | 9.4k | 155.11 |
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| Ishares Tr Expanded Tech (IGV) | 0.1 | $1.4M | 13k | 106.48 |
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| Bristol Myers Squibb (BMY) | 0.1 | $1.3M | 22k | 62.40 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.3M | 18k | 71.95 |
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| Cisco Systems (CSCO) | 0.1 | $1.2M | -11% | 12k | 107.63 |
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| Snowflake Cl A (SNOW) | 0.1 | $1.2M | -4% | 3.6k | 339.56 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $1.2M | -22% | 9.2k | 128.35 |
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| J P Morgan Exchange Traded Equity Premium (JEPI) | 0.1 | $1.2M | 21k | 56.22 |
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| Automatic Data Processing (ADP) | 0.1 | $1.1M | 4.4k | 258.06 |
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| Ishares Tr Us Industrials (IYJ) | 0.1 | $1.1M | 7.3k | 153.37 |
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| Agilent Technologies Inc C ommon (A) | 0.1 | $1.1M | -3% | 6.3k | 172.31 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $1.1M | 2.7k | 395.43 |
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| Walt Disney Company (DIS) | 0.1 | $1.0M | +12% | 10k | 104.90 |
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| United Parcel Service CL B (UPS) | 0.1 | $1.0M | 11k | 93.44 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.0M | 17k | 61.50 |
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| Gxo Logistics Incorporated Common Stock (GXO) | 0.1 | $998k | -5% | 23k | 44.45 |
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| Ge Aerospace Com New (GE) | 0.1 | $991k | 3.2k | 312.31 |
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| Goldman Sachs (GS) | 0.1 | $988k | +4% | 1.1k | 900.36 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $975k | 14k | 71.56 |
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| Intel Corporation (INTC) | 0.1 | $959k | +24% | 8.0k | 120.23 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $946k | 1.4k | 656.73 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $940k | 1.5k | 609.17 |
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| Pfizer (PFE) | 0.1 | $926k | +14% | 33k | 28.52 |
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| Netflix (NFLX) | 0.1 | $919k | 13k | 69.58 |
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| Applied Materials (AMAT) | 0.1 | $899k | +3% | 1.8k | 511.38 |
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| 3M Company (MMM) | 0.1 | $889k | 5.4k | 164.15 |
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| Akamai Technologies (AKAM) | 0.1 | $854k | -10% | 8.0k | 106.35 |
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| Linde SHS (LIN) | 0.1 | $842k | +5% | 1.8k | 474.58 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $836k | +7% | 4.5k | 187.05 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $830k | -4% | 8.2k | 101.10 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $822k | -5% | 13k | 61.26 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $792k | +280% | 3.0k | 264.77 |
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| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $786k | 7.3k | 106.97 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $747k | 1.00 | 747005.00 |
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| American Express Company (AXP) | 0.1 | $744k | -4% | 2.4k | 304.16 |
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| American Intl Group Com New (AIG) | 0.1 | $713k | +4% | 9.6k | 74.42 |
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| Schlumberger Com Stk (SLB) | 0.1 | $711k | 15k | 48.72 |
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| CSX Corporation (CSX) | 0.1 | $698k | 15k | 46.51 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $686k | 23k | 29.31 |
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| Morgan Stanley Com New (MS) | 0.1 | $667k | 3.5k | 188.08 |
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| Phillips 66 (PSX) | 0.1 | $639k | +6% | 2.5k | 255.36 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $623k | 3.0k | 208.02 |
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| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.1 | $621k | 2.3k | 272.26 |
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| Honeywell International (HON) | 0.1 | $618k | NEW | 2.9k | 210.94 |
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| Kla Corp Com New (KLAC) | 0.1 | $603k | +2% | 3.1k | 194.93 |
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| Atlantic Union B (AUB) | 0.1 | $600k | +3% | 16k | 37.95 |
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| Shell Spon Ads (SHEL) | 0.1 | $599k | -3% | 6.3k | 95.05 |
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| Kinder Morgan (KMI) | 0.1 | $595k | -5% | 20k | 30.15 |
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| International Business Machines (IBM) | 0.1 | $587k | +3% | 2.7k | 219.90 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $586k | -8% | 2.1k | 277.96 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $583k | +3% | 769.00 | 758.27 |
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| Citigroup Com New (C) | 0.1 | $581k | +11% | 4.5k | 129.48 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.1 | $580k | +116% | 11k | 50.79 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.1 | $577k | +7% | 12k | 46.39 |
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| Oneok (OKE) | 0.1 | $574k | NEW | 6.7k | 85.27 |
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| ConocoPhillips (COP) | 0.1 | $573k | +3% | 4.6k | 125.15 |
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| FedEx Corporation (FDX) | 0.1 | $573k | -6% | 2.0k | 285.09 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $568k | 17k | 32.63 |
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| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $560k | 5.4k | 104.53 |
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| Intercontinental Exchange (ICE) | 0.1 | $558k | 3.7k | 152.03 |
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| Amgen (AMGN) | 0.1 | $545k | +2% | 1.3k | 421.47 |
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| Sap Se Spon Adr (SAP) | 0.1 | $544k | 2.6k | 208.48 |
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| Philip Morris International (PM) | 0.1 | $541k | -3% | 2.8k | 190.81 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $540k | 2.2k | 247.93 |
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| Southern Company (SO) | 0.1 | $537k | 6.5k | 82.89 |
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| Stryker Corporation (SYK) | 0.1 | $526k | -17% | 1.9k | 275.32 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $519k | 26k | 19.77 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $509k | +25% | 1.8k | 280.10 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $509k | +2% | 3.2k | 160.33 |
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| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.1 | $505k | 15k | 34.88 |
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| Williams Companies (WMB) | 0.0 | $503k | -2% | 7.4k | 67.97 |
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| Simon Property (SPG) | 0.0 | $500k | -14% | 2.5k | 200.76 |
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| M&T Bank Corporation (MTB) | 0.0 | $490k | 2.3k | 217.65 |
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| Bank of New York Mellon Corporation (BNY) | 0.0 | $489k | 3.4k | 144.61 |
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| Cummins (CMI) | 0.0 | $486k | 940.00 | 516.57 |
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| Copart (CPRT) | 0.0 | $477k | -4% | 18k | 27.28 |
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| Markel Corporation (MKL) | 0.0 | $476k | +6% | 278.00 | 1712.45 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $468k | 3.7k | 125.66 |
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| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.0 | $468k | 4.0k | 116.44 |
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| Fortinet (FTNT) | 0.0 | $460k | +16% | 2.6k | 178.76 |
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| Tompkins Financial Corporation (TMP) | 0.0 | $459k | 4.8k | 96.25 |
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| Leidos Holdings (LDOS) | 0.0 | $458k | +9% | 3.8k | 121.83 |
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| Qualcomm (QCOM) | 0.0 | $455k | +2% | 2.5k | 184.02 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $438k | 4.7k | 93.85 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $437k | -2% | 835.00 | 522.81 |
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| Amphenol Corp Cl A (APH) | 0.0 | $434k | +103% | 5.2k | 84.30 |
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| McKesson Corporation (MCK) | 0.0 | $431k | +7% | 505.00 | 853.81 |
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| Ishares Tr Rus 1000 Grw Wtf (IWF) | 0.0 | $427k | 3.4k | 125.26 |
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| Domino's Pizza (DPZ) | 0.0 | $426k | -46% | 1.4k | 299.61 |
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| Honeywell Aerospace (HONA) | 0.0 | $416k | NEW | 2.7k | 154.97 |
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| Carlyle Group (CG) | 0.0 | $411k | 10k | 39.66 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $410k | 3.0k | 137.68 |
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|
| Nasdaq Omx (NDAQ) | 0.0 | $403k | 4.4k | 92.01 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $400k | -15% | 1.1k | 380.84 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $386k | -6% | 213.00 | 1811.67 |
|
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.0 | $381k | 185.00 | 2060.20 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $381k | 670.00 | 568.64 |
|
|
| Gilead Sciences (GILD) | 0.0 | $374k | +22% | 2.5k | 149.05 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $374k | +5% | 405.00 | 922.34 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $372k | +27% | 5.3k | 70.61 |
|
| Sandisk Corp (SNDK) | 0.0 | $367k | +6% | 211.00 | 1739.89 |
|
| Nextera Energy (NEE) | 0.0 | $365k | 4.8k | 75.74 |
|
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $357k | -3% | 4.0k | 89.92 |
|
| American Electric Power Company (AEP) | 0.0 | $353k | +2% | 3.0k | 118.62 |
|
| Spdr Series Trust State Street Spd (SHM) | 0.0 | $353k | -9% | 7.6k | 46.65 |
|
| Eaton Corp SHS (ETN) | 0.0 | $350k | -4% | 814.00 | 429.81 |
|
| Medtronic SHS (MDT) | 0.0 | $348k | +16% | 4.0k | 86.29 |
|
| Altria (MO) | 0.0 | $347k | +21% | 5.2k | 67.34 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $341k | 1.8k | 193.75 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $328k | -6% | 2.2k | 148.65 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $328k | 4.0k | 81.16 |
|
|
| Deere & Company (DE) | 0.0 | $326k | -6% | 486.00 | 671.55 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $322k | NEW | 2.8k | 115.34 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $322k | 2.0k | 161.09 |
|
|
| Ishares Tr Global 100 Etf (IOO) | 0.0 | $322k | 2.2k | 144.01 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $320k | +2% | 1.6k | 203.62 |
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $319k | 4.7k | 67.83 |
|
|
| Western Digital (WDC) | 0.0 | $319k | -12% | 701.00 | 454.46 |
|
| FirstEnergy (FE) | 0.0 | $314k | -18% | 7.2k | 43.33 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $313k | 2.9k | 106.71 |
|
|
| Tyler Technologies (TYL) | 0.0 | $311k | -12% | 975.00 | 318.60 |
|
| Verizon Communications (VZ) | 0.0 | $310k | -9% | 6.8k | 45.87 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $309k | 743.00 | 416.13 |
|
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $308k | 5.6k | 54.89 |
|
|
| Progressive Corporation (PGR) | 0.0 | $308k | +3% | 1.5k | 207.29 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $307k | 1.3k | 233.31 |
|
|
| Norfolk Southern (NSC) | 0.0 | $306k | +3% | 991.00 | 309.01 |
|
| Travelers Companies (TRV) | 0.0 | $303k | 851.00 | 356.51 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $299k | +20% | 901.00 | 332.00 |
|
| Fortive (FTV) | 0.0 | $299k | -3% | 5.5k | 54.81 |
|
| Allstate Corporation (ALL) | 0.0 | $298k | +19% | 1.3k | 221.83 |
|
| Valero Energy Corporation (VLO) | 0.0 | $297k | NEW | 766.00 | 387.86 |
|
| Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) | 0.0 | $289k | -8% | 2.8k | 101.69 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $287k | NEW | 826.00 | 347.39 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $276k | 1.9k | 146.18 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $273k | -8% | 2.6k | 105.71 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $272k | 2.0k | 135.53 |
|
|
| Iqvia Holdings (IQV) | 0.0 | $272k | NEW | 1.0k | 268.85 |
|
| American Tower Reit (AMT) | 0.0 | $261k | +6% | 1.6k | 163.72 |
|
| Viking Holdings Ord Shs (VIK) | 0.0 | $257k | 3.3k | 78.33 |
|
|
| Xometry Class A Com (XMTR) | 0.0 | $254k | 2.5k | 102.85 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $252k | -11% | 9.2k | 27.47 |
|
| Moelis & Co Cl A (MC) | 0.0 | $250k | -2% | 4.3k | 57.52 |
|
| At&t (T) | 0.0 | $249k | NEW | 10k | 24.40 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $247k | 1.1k | 228.17 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $245k | +2% | 742.00 | 330.31 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $244k | NEW | 1.6k | 156.44 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $241k | -2% | 2.3k | 103.89 |
|
| Snap-on Incorporated (SNA) | 0.0 | $240k | +10% | 661.00 | 363.35 |
|
| EastGroup Properties (EGP) | 0.0 | $238k | -41% | 1.2k | 197.45 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $236k | -22% | 1.1k | 210.53 |
|
| Trane Technologies SHS (TT) | 0.0 | $233k | +19% | 516.00 | 452.32 |
|
| Franco-Nevada Corporation (FNV) | 0.0 | $233k | -8% | 978.00 | 238.11 |
|
| Delta Air Lines Com New (DAL) | 0.0 | $232k | 2.8k | 83.46 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $230k | 3.3k | 70.15 |
|
|
| Illumina (ILMN) | 0.0 | $230k | NEW | 839.00 | 273.68 |
|
| Metropcs Communications (TMUS) | 0.0 | $228k | -22% | 1.4k | 163.13 |
|
| PPG Industries (PPG) | 0.0 | $228k | +31% | 2.2k | 104.33 |
|
| Corning Incorporated (GLW) | 0.0 | $228k | -2% | 1.5k | 153.72 |
|
| Acuity Brands (AYI) | 0.0 | $227k | 734.00 | 309.81 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $227k | NEW | 957.00 | 237.53 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $227k | 1.6k | 146.51 |
|
|
| D.R. Horton (DHI) | 0.0 | $225k | -4% | 1.6k | 136.67 |
|
| General Motors Company (GM) | 0.0 | $224k | 2.9k | 77.00 |
|
|
| Atlassian Corporation Cl A (TEAM) | 0.0 | $222k | NEW | 1.2k | 179.29 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $222k | NEW | 1.4k | 160.65 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $218k | -5% | 1.5k | 142.57 |
|
| Yum China Holdings (YUMC) | 0.0 | $217k | 5.3k | 41.10 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $216k | +3% | 2.5k | 85.69 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $214k | -2% | 1.3k | 170.73 |
|
| Quanta Services (PWR) | 0.0 | $214k | -2% | 333.00 | 642.51 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $213k | NEW | 3.0k | 70.00 |
|
| Prologis (PLD) | 0.0 | $213k | -7% | 1.6k | 129.84 |
|
| Constellation Energy (CEG) | 0.0 | $210k | NEW | 828.00 | 254.11 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $210k | -3% | 913.00 | 230.14 |
|
| Howmet Aerospace (HWM) | 0.0 | $207k | -2% | 916.00 | 226.12 |
|
| Target Corporation (TGT) | 0.0 | $201k | NEW | 1.3k | 156.74 |
|
| Caredx (CDNA) | 0.0 | $200k | NEW | 3.1k | 65.00 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $200k | NEW | 4.6k | 43.65 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $200k | 3.5k | 57.76 |
|
|
| Ford Motor Company (F) | 0.0 | $121k | NEW | 10k | 12.06 |
|
| Intrusion (INTZ) | 0.0 | $25k | 35k | 0.72 |
|
Past Filings by Tritonpoint Wealth
SEC 13F filings are viewable for Tritonpoint Wealth going back to 2023
- Tritonpoint Wealth 2026 Q3 filed Oct. 19, 2026
- Tritonpoint Wealth 2026 Q2 filed Aug. 11, 2026
- Tritonpoint Wealth 2026 Q1 filed April 21, 2026
- 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