Tritonpoint Wealth
Latest statistics and disclosures from Tritonpoint Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, GOOGL, GOOG, AMZN, VUG, and represent 25.32% of Tritonpoint Wealth's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$29M), MU, NVDA, TSM, AVAV, VGT, QXO, VO, SCHW, NOW.
- Started 26 new stock positions in COO, PPG, AMT, VIK, AYI, FTNT, GM, SNDK, DAL, ANET.
- Reduced shares in these 10 stocks: WFC, JHEQX, SNOW, LRCX, AAPL, BNL, Honeywell International, GOOG, ORCL, XLK.
- Sold out of its positions in T, ADBE, CMG, CMCSA, DUK, GOOD, HCA, Honeywell International, JHEQX, NEM. Q, CRM, UBER.
- Tritonpoint Wealth was a net buyer of stock by $17M.
- Tritonpoint Wealth has $1.0B in assets under management (AUM), dropping by 8.97%.
- Central Index Key (CIK): 0002008171
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Portfolio Holdings for Tritonpoint Wealth
Tritonpoint Wealth holds 281 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 9.3 | $95M | 327k | 289.36 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 4.4 | $45M | 125k | 357.37 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 4.3 | $44M | -2% | 124k | 353.33 |
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| Amazon (AMZN) | 3.7 | $38M | 159k | 238.34 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 3.6 | $37M | +356% | 427k | 86.14 |
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| Lam Research Corp Com New (LRCX) | 2.7 | $27M | -6% | 63k | 433.33 |
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| JPMorgan Chase & Co. (JPM) | 2.6 | $27M | -2% | 82k | 327.33 |
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| Microsoft Corporation (MSFT) | 2.4 | $24M | +3% | 64k | 373.02 |
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| Ishares Tr U.s. Tech Etf (IYW) | 2.3 | $23M | -3% | 92k | 252.23 |
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| NVIDIA Corporation (NVDA) | 1.9 | $19M | +26% | 97k | 200.09 |
|
| Xpo Logistics Inc equity (XPO) | 1.9 | $19M | -2% | 93k | 205.29 |
|
| Visa Com Cl A (V) | 1.7 | $18M | 51k | 343.09 |
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| Johnson & Johnson (JNJ) | 1.7 | $17M | -3% | 68k | 253.97 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.7 | $17M | -3% | 25k | 686.82 |
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| Dover Corporation (DOV) | 1.4 | $14M | -2% | 64k | 224.28 |
|
| Mastercard Incorporated Cl A (MA) | 1.3 | $13M | 26k | 513.60 |
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| Broadstone Net Lease (BNL) | 1.2 | $13M | -11% | 614k | 20.67 |
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| Wal-Mart Stores (WMT) | 1.2 | $13M | -2% | 112k | 113.26 |
|
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 1.2 | $12M | -5% | 67k | 185.23 |
|
| TJX Companies (TJX) | 1.1 | $12M | 77k | 151.50 |
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| Danaher Corporation (DHR) | 1.1 | $12M | -2% | 61k | 190.48 |
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| Select Sector Spdr Tr Technology (XLK) | 1.1 | $12M | -8% | 61k | 190.52 |
|
| Intuitive Surgical Com New (ISRG) | 1.1 | $11M | 27k | 397.68 |
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| Caterpillar (CAT) | 1.0 | $10M | 9.8k | 1064.90 |
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| Chubb (CB) | 1.0 | $9.9M | 29k | 340.74 |
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| Select Sector Spdr Tr Financial (XLF) | 1.0 | $9.8M | -3% | 183k | 53.61 |
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| Thermo Fisher Scientific (TMO) | 1.0 | $9.7M | -2% | 19k | 501.36 |
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| Boeing Company (BA) | 0.9 | $8.8M | 41k | 216.47 |
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| Qxo Com New (QXO) | 0.8 | $8.3M | +40% | 482k | 17.28 |
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| Analog Devices (ADI) | 0.8 | $8.1M | -3% | 20k | 397.16 |
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| Mondelez Intl Cl A (MDLZ) | 0.8 | $7.9M | -3% | 137k | 57.84 |
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| Merck & Co (MRK) | 0.7 | $7.5M | 59k | 128.50 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $7.4M | 47k | 158.03 |
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| Micron Technology (MU) | 0.7 | $7.3M | +207% | 6.3k | 1154.35 |
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| Yum! Brands (YUM) | 0.7 | $7.1M | 44k | 159.86 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.7 | $6.9M | -4% | 18k | 393.96 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $6.7M | 13k | 500.37 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.6 | $6.5M | -10% | 41k | 158.66 |
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| Pepsi (PEP) | 0.6 | $6.4M | -4% | 48k | 135.40 |
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| Starbucks Corporation (SBUX) | 0.6 | $6.4M | 62k | 102.19 |
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| Chevron Corporation (CVX) | 0.6 | $6.2M | -13% | 37k | 165.76 |
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| Ge Vernova (GEV) | 0.6 | $6.2M | -2% | 5.2k | 1174.86 |
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| Raytheon Technologies Corp (RTX) | 0.6 | $5.8M | -3% | 31k | 189.73 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.5 | $5.4M | -7% | 46k | 117.50 |
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| Capital One Financial (COF) | 0.5 | $5.4M | 27k | 200.62 |
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| Costco Wholesale Corporation (COST) | 0.5 | $5.0M | 5.3k | 935.53 |
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| Ecolab (ECL) | 0.5 | $4.8M | 17k | 278.61 |
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| Colgate-Palmolive Company (CL) | 0.5 | $4.8M | 52k | 91.68 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.5 | $4.7M | -2% | 62k | 76.70 |
|
| EOG Resources (EOG) | 0.5 | $4.7M | -15% | 36k | 129.73 |
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| Cme (CME) | 0.5 | $4.6M | 21k | 220.83 |
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| Home Depot (HD) | 0.4 | $4.6M | 13k | 352.68 |
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| Abbott Laboratories (ABT) | 0.4 | $4.6M | -5% | 50k | 90.74 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $4.6M | -2% | 31k | 148.31 |
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| UnitedHealth (UNH) | 0.4 | $4.6M | +5% | 11k | 415.63 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $4.5M | +3% | 3.7k | 1199.55 |
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| Wells Fargo & Company (WFC) | 0.4 | $4.4M | -51% | 53k | 82.64 |
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| Blackrock (BLK) | 0.4 | $4.4M | 4.6k | 961.47 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $4.0M | +1079% | 8.5k | 477.57 |
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| Coca-Cola Company (KO) | 0.4 | $4.0M | 50k | 81.27 |
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| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.4 | $4.0M | -14% | 110k | 36.49 |
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| AES Corporation (AES) | 0.4 | $4.0M | -4% | 270k | 14.66 |
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| Parker-Hannifin Corporation (PH) | 0.4 | $4.0M | -2% | 4.0k | 978.12 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $3.9M | 13k | 303.12 |
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| Select Sector Spdr Tr Communication (XLC) | 0.4 | $3.8M | -10% | 36k | 107.13 |
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| Procter & Gamble Company (PG) | 0.4 | $3.8M | 26k | 146.64 |
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| L3harris Technologies (LHX) | 0.4 | $3.7M | -3% | 13k | 290.59 |
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| Marriott Intl Cl A (MAR) | 0.3 | $3.6M | -6% | 9.6k | 370.60 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $3.6M | -2% | 7.0k | 509.49 |
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| Servicenow (NOW) | 0.3 | $3.5M | +51% | 35k | 99.28 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.3 | $3.5M | +9% | 18k | 197.60 |
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| Bank of America Corporation (BAC) | 0.3 | $3.4M | -8% | 59k | 56.98 |
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| PNC Financial Services (PNC) | 0.3 | $3.4M | +2% | 14k | 246.22 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $3.4M | -13% | 29k | 117.28 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $3.2M | +278% | 40k | 80.57 |
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| Generac Holdings (GNRC) | 0.3 | $3.2M | 11k | 292.81 |
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| Palo Alto Networks (PANW) | 0.3 | $3.2M | 9.4k | 341.02 |
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| Broadcom (AVGO) | 0.3 | $3.2M | -2% | 8.4k | 377.73 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $3.0M | +2% | 4.1k | 736.47 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.3 | $2.9M | +703% | 25k | 119.52 |
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| Labcorp Holdings Com Shs (LH) | 0.3 | $2.9M | 10k | 280.00 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.3 | $2.9M | 65k | 44.85 |
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| Meta Platforms Cl A (META) | 0.3 | $2.8M | -15% | 5.0k | 563.29 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $2.8M | -20% | 24k | 117.67 |
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| AeroVironment (AVAV) | 0.3 | $2.7M | NEW | 16k | 165.07 |
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| Abbvie (ABBV) | 0.3 | $2.6M | -7% | 11k | 251.65 |
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| Enterprise Products Partners (EPD) | 0.3 | $2.6M | -24% | 71k | 36.76 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $2.6M | 3.4k | 746.77 |
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| Ball Corporation (BALL) | 0.3 | $2.6M | 41k | 62.40 |
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| Union Pacific Corporation (UNP) | 0.3 | $2.6M | 9.4k | 272.00 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.2 | $2.4M | -8% | 57k | 42.59 |
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| McDonald's Corporation (MCD) | 0.2 | $2.4M | -3% | 8.8k | 270.31 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $2.2M | 16k | 137.53 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $2.2M | 9.9k | 217.92 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $2.2M | +15% | 2.9k | 748.84 |
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| Oracle Corporation (ORCL) | 0.2 | $2.1M | -32% | 14k | 146.55 |
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| Tesla Motors (TSLA) | 0.2 | $2.1M | -5% | 5.0k | 420.57 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $2.0M | +13% | 8.4k | 242.99 |
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| Ishares Tr Us Consum Discre (IYC) | 0.2 | $2.0M | 20k | 101.10 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $2.0M | 25k | 77.91 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $1.9M | +684% | 20k | 92.27 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $1.9M | -15% | 22k | 83.07 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $1.8M | 5.0k | 365.69 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $1.8M | -29% | 5.9k | 306.31 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $1.8M | 61k | 29.43 |
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| Dell Technologies CL C (DELL) | 0.2 | $1.7M | 3.9k | 431.46 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.6M | 4.4k | 370.05 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.2 | $1.6M | -14% | 12k | 131.43 |
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| Cisco Systems (CSCO) | 0.1 | $1.5M | -7% | 13k | 117.46 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $1.5M | 16k | 93.38 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.4M | +2% | 2.5k | 580.91 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.4M | 19k | 77.11 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.4M | -2% | 15k | 96.58 |
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| Emerson Electric (EMR) | 0.1 | $1.3M | 9.3k | 143.16 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.2M | -17% | 9.1k | 136.72 |
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| Bristol Myers Squibb (BMY) | 0.1 | $1.2M | +7% | 22k | 57.62 |
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| Applied Materials (AMAT) | 0.1 | $1.2M | 1.7k | 723.00 |
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| Ishares Tr Us Industrials (IYJ) | 0.1 | $1.2M | 7.3k | 166.65 |
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| United Parcel Service CL B (UPS) | 0.1 | $1.2M | -3% | 11k | 107.50 |
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| Gxo Logistics Incorporated Common Stock (GXO) | 0.1 | $1.2M | -3% | 24k | 50.70 |
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| J P Morgan Exchange Traded Equity Premium (JEPI) | 0.1 | $1.2M | 21k | 56.48 |
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| Ishares Tr Expanded Tech (IGV) | 0.1 | $1.2M | -6% | 13k | 90.60 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.2M | -2% | 3.1k | 373.76 |
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| Akamai Technologies (AKAM) | 0.1 | $1.1M | 9.0k | 118.21 |
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| Goldman Sachs (GS) | 0.1 | $1.1M | +12% | 1.0k | 1011.37 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.0M | 1.5k | 703.34 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $1.0M | -37% | 1.5k | 656.08 |
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| Automatic Data Processing (ADP) | 0.1 | $969k | +3% | 4.3k | 223.95 |
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| Netflix (NFLX) | 0.1 | $961k | -13% | 14k | 71.40 |
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| Snowflake Cl A (SNOW) | 0.1 | $957k | -76% | 3.8k | 254.50 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $925k | +82% | 8.6k | 107.62 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $913k | 14k | 67.01 |
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| Kla Corp Com New (KLAC) | 0.1 | $907k | +821% | 3.0k | 301.71 |
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| Intel Corporation (INTC) | 0.1 | $898k | +4% | 6.4k | 139.63 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $894k | 17k | 53.11 |
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| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $875k | 7.3k | 119.13 |
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| Agilent Technologies Inc C ommon (A) | 0.1 | $870k | +6% | 6.6k | 132.83 |
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| Linde SHS (LIN) | 0.1 | $870k | -7% | 1.7k | 518.86 |
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| American Express Company (AXP) | 0.1 | $869k | -6% | 2.6k | 338.31 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $869k | -3% | 14k | 61.46 |
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| 3M Company (MMM) | 0.1 | $864k | -3% | 5.3k | 161.91 |
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| Walt Disney Company (DIS) | 0.1 | $855k | -4% | 8.9k | 96.25 |
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| Domino's Pizza (DPZ) | 0.1 | $783k | -26% | 2.6k | 296.04 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $749k | 1.00 | 748850.00 |
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| Morgan Stanley Com New (MS) | 0.1 | $746k | 3.6k | 209.04 |
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| Stryker Corporation (SYK) | 0.1 | $731k | -7% | 2.3k | 314.77 |
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| International Business Machines (IBM) | 0.1 | $724k | +4% | 2.6k | 281.17 |
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| CSX Corporation (CSX) | 0.1 | $711k | 15k | 47.53 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $694k | 2.3k | 300.51 |
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| Schlumberger Com Stk (SLB) | 0.1 | $692k | +18% | 15k | 46.49 |
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| Pfizer (PFE) | 0.1 | $684k | 28k | 24.08 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $682k | -2% | 2.7k | 255.67 |
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| American Intl Group Com New (AIG) | 0.1 | $682k | +4% | 9.2k | 74.53 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $678k | 23k | 28.96 |
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| FedEx Corporation (FDX) | 0.1 | $672k | +3% | 2.1k | 313.13 |
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| Kinder Morgan (KMI) | 0.1 | $665k | 21k | 31.97 |
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| Cummins (CMI) | 0.1 | $661k | +7% | 927.00 | 713.21 |
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| Simon Property (SPG) | 0.1 | $654k | -6% | 2.9k | 223.65 |
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| Atlantic Union B (AUB) | 0.1 | $649k | -8% | 15k | 42.31 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $641k | -5% | 3.0k | 212.77 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $629k | 17k | 36.13 |
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| Southern Company (SO) | 0.1 | $620k | NEW | 6.5k | 95.71 |
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| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $600k | 5.4k | 112.09 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $600k | +5% | 786.00 | 762.95 |
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| Citigroup Com New (C) | 0.1 | $566k | -6% | 4.0k | 139.96 |
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| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.1 | $565k | 2.3k | 247.89 |
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| Williams Companies (WMB) | 0.1 | $564k | -19% | 7.6k | 74.34 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $553k | -60% | 3.1k | 178.60 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.1 | $540k | +10% | 12k | 46.92 |
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| M&T Bank Corporation (MTB) | 0.1 | $533k | -7% | 2.2k | 238.06 |
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| Philip Morris International (PM) | 0.1 | $529k | -6% | 2.9k | 180.90 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $528k | 2.2k | 242.43 |
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| Copart (CPRT) | 0.1 | $516k | +4% | 18k | 28.19 |
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| Western Digital (WDC) | 0.1 | $510k | NEW | 798.00 | 638.72 |
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| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.1 | $510k | 15k | 35.22 |
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| Markel Corporation (MKL) | 0.0 | $508k | 260.00 | 1953.01 |
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| Shell Spon Ads (SHEL) | 0.0 | $506k | +59% | 6.5k | 77.54 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $502k | 26k | 19.12 |
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| Bank of New York Mellon Corporation (BNY) | 0.0 | $490k | -5% | 3.4k | 144.59 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $486k | -13% | 4.2k | 116.67 |
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| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.0 | $480k | 4.0k | 119.33 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $475k | 3.7k | 127.51 |
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| Oneok (OKE) | 0.0 | $472k | -2% | 5.4k | 86.94 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $465k | +9% | 745.00 | 623.54 |
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| ConocoPhillips (COP) | 0.0 | $459k | -29% | 4.4k | 103.96 |
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| Amgen (AMGN) | 0.0 | $458k | -11% | 1.3k | 362.08 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $456k | -9% | 1.2k | 368.38 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $456k | NEW | 229.00 | 1989.44 |
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| Intercontinental Exchange (ICE) | 0.0 | $453k | -11% | 3.7k | 123.11 |
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| Sandisk Corp (SNDK) | 0.0 | $450k | NEW | 198.00 | 2273.73 |
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| Tompkins Financial Corporation (TMP) | 0.0 | $450k | 4.8k | 94.52 |
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| Amphenol Corp Cl A (APH) | 0.0 | $446k | -12% | 2.5k | 176.32 |
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| Qualcomm (QCOM) | 0.0 | $444k | -6% | 2.4k | 184.77 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $443k | 3.0k | 146.41 |
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| Carlyle Group (CG) | 0.0 | $440k | 11k | 42.11 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $438k | 4.7k | 93.92 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $431k | -5% | 1.4k | 298.08 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $427k | +40% | 859.00 | 496.73 |
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| Nextera Energy (NEE) | 0.0 | $427k | -10% | 4.9k | 87.77 |
|
| Ishares Tr Rus 1000 Grw Wtf (IWF) | 0.0 | $423k | +300% | 3.4k | 124.17 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $423k | 660.00 | 640.76 |
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| FirstEnergy (FE) | 0.0 | $422k | NEW | 8.9k | 47.54 |
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| EastGroup Properties (EGP) | 0.0 | $420k | -17% | 2.1k | 202.53 |
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| Spdr Series Trust State Street Spd (SHM) | 0.0 | $403k | -7% | 8.4k | 47.97 |
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| Sap Se Spon Adr (SAP) | 0.0 | $401k | 2.6k | 154.11 |
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| American Electric Power Company (AEP) | 0.0 | $397k | +23% | 2.9k | 136.79 |
|
| Phillips 66 (PSX) | 0.0 | $397k | +16% | 2.3k | 169.08 |
|
| Corning Incorporated (GLW) | 0.0 | $386k | -13% | 1.5k | 255.37 |
|
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.0 | $385k | -7% | 185.00 | 2080.79 |
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $373k | -15% | 4.1k | 90.47 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $372k | NEW | 385.00 | 965.00 |
|
| Eaton Corp SHS (ETN) | 0.0 | $364k | -7% | 854.00 | 426.21 |
|
| McKesson Corporation (MCK) | 0.0 | $356k | -7% | 471.00 | 755.60 |
|
| Leidos Holdings (LDOS) | 0.0 | $355k | -7% | 3.5k | 102.97 |
|
| Viking Holdings Ord Shs (VIK) | 0.0 | $350k | NEW | 3.3k | 104.67 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $344k | +27% | 2.4k | 146.11 |
|
| Fortive (FTV) | 0.0 | $343k | -5% | 5.6k | 61.09 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $341k | -6% | 4.3k | 78.82 |
|
| Fortinet (FTNT) | 0.0 | $340k | NEW | 2.2k | 153.62 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $334k | 4.0k | 82.84 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $331k | 1.8k | 188.09 |
|
|
| Deere & Company (DE) | 0.0 | $329k | -12% | 518.00 | 634.33 |
|
| Tyler Technologies (TYL) | 0.0 | $328k | -22% | 1.1k | 292.46 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $327k | 2.0k | 163.45 |
|
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $325k | 4.7k | 69.08 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $324k | 2.9k | 110.32 |
|
|
| Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) | 0.0 | $322k | -10% | 3.1k | 104.10 |
|
| Verizon Communications (VZ) | 0.0 | $315k | +2% | 7.4k | 42.34 |
|
| Progressive Corporation (PGR) | 0.0 | $313k | -7% | 1.4k | 218.43 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $312k | 1.3k | 236.62 |
|
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $311k | -29% | 5.6k | 55.33 |
|
| Ishares Tr Global 100 Etf (IOO) | 0.0 | $305k | 2.2k | 136.60 |
|
|
| Altria (MO) | 0.0 | $304k | -2% | 4.2k | 71.95 |
|
| Metropcs Communications (TMUS) | 0.0 | $303k | 1.8k | 167.77 |
|
|
| Norfolk Southern (NSC) | 0.0 | $303k | 962.00 | 314.59 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $303k | +24% | 739.00 | 409.50 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $294k | +25% | 4.1k | 71.25 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $294k | 2.8k | 103.96 |
|
|
| Moelis & Co Cl A (MC) | 0.0 | $292k | 4.5k | 65.42 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $288k | 10k | 27.70 |
|
|
| D.R. Horton (DHI) | 0.0 | $280k | +7% | 1.7k | 162.90 |
|
| Travelers Companies (TRV) | 0.0 | $279k | NEW | 845.00 | 330.12 |
|
| Acuity Brands (AYI) | 0.0 | $277k | NEW | 735.00 | 376.66 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.0 | $277k | +25% | 5.3k | 52.34 |
|
| Zoetis Cl A (ZTS) | 0.0 | $276k | -48% | 3.8k | 71.86 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $275k | 1.4k | 190.24 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $272k | NEW | 725.00 | 375.46 |
|
| Medtronic SHS (MDT) | 0.0 | $270k | -10% | 3.4k | 78.23 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $269k | -9% | 1.9k | 142.39 |
|
| Allstate Corporation (ALL) | 0.0 | $267k | -30% | 1.1k | 237.90 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $266k | 2.0k | 132.24 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $264k | +3% | 746.00 | 354.46 |
|
| Delta Air Lines Com New (DAL) | 0.0 | $262k | NEW | 2.8k | 93.66 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $259k | NEW | 1.5k | 169.90 |
|
| Gilead Sciences (GILD) | 0.0 | $258k | -14% | 2.0k | 126.34 |
|
| Howmet Aerospace (HWM) | 0.0 | $254k | -18% | 944.00 | 268.79 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $254k | NEW | 1.6k | 156.72 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $251k | NEW | 2.4k | 103.45 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $248k | +12% | 2.4k | 103.88 |
|
| Quanta Services (PWR) | 0.0 | $246k | -13% | 342.00 | 720.04 |
|
| American Tower Reit (AMT) | 0.0 | $246k | NEW | 1.5k | 163.60 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $245k | 1.1k | 227.16 |
|
|
| Cooper Cos (COO) | 0.0 | $243k | NEW | 3.4k | 71.71 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $242k | 3.3k | 73.41 |
|
|
| Snap-on Incorporated (SNA) | 0.0 | $240k | -35% | 597.00 | 402.40 |
|
| Xometry Class A Com (XMTR) | 0.0 | $240k | NEW | 2.5k | 96.52 |
|
| Prologis (PLD) | 0.0 | $239k | -12% | 1.8k | 135.47 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $236k | 1.6k | 152.21 |
|
|
| Lowe's Companies (LOW) | 0.0 | $234k | -41% | 1.1k | 220.49 |
|
| General Motors Company (GM) | 0.0 | $222k | NEW | 2.9k | 77.08 |
|
| Franco-Nevada Corporation (FNV) | 0.0 | $222k | NEW | 1.1k | 208.44 |
|
| Yum China Holdings (YUMC) | 0.0 | $216k | 5.3k | 40.87 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $215k | -15% | 949.00 | 226.88 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $214k | NEW | 1.3k | 166.67 |
|
| Trane Technologies SHS (TT) | 0.0 | $212k | NEW | 431.00 | 491.61 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $210k | -17% | 3.5k | 60.40 |
|
| MasTec (MTZ) | 0.0 | $206k | -31% | 495.00 | 416.06 |
|
| S&p Global (SPGI) | 0.0 | $202k | NEW | 495.00 | 407.53 |
|
| PPG Industries (PPG) | 0.0 | $201k | NEW | 1.7k | 121.29 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $146k | NEW | 11k | 13.80 |
|
| Intrusion (INTZ) | 0.0 | $33k | -77% | 35k | 0.93 |
|
Past Filings by Tritonpoint Wealth
SEC 13F filings are viewable for Tritonpoint Wealth going back to 2023
- 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