Tritonpoint Wealth
Latest statistics and disclosures from Tritonpoint Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, VOO, BNL, MSFT, AMZN, and represent 20.71% of Tritonpoint Wealth's stock portfolio.
- Added to shares of these 10 stocks: WMT, BA, IVV, IJH, XLV, MAR, IEFA, IYW, XLK, IGV.
- Started 1 new stock position in IMMX.
- Reduced shares in these 10 stocks: VOO (-$38M), BSV (-$28M), VLTO (-$13M), CTVA (-$9.4M), BIV (-$7.5M), DOCS (-$6.2M), AAPL (-$5.2M), JNK, VNQ, VNQI.
- Sold out of its positions in AEP, GIB, DD, GM, ICAD, ING, IWP, IYK, MOS, NRG. PM, PLD, SDY, MDYG, SCHW, VIOV, VIOG, IVOV, VCR, VDE, VAW, VONV, RCL.
- Tritonpoint Wealth was a net seller of stock by $-149M.
- Tritonpoint Wealth has $957M in assets under management (AUM), dropping by -6.65%.
- Central Index Key (CIK): 0002008171
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Portfolio Holdings for Tritonpoint Wealth
Tritonpoint Wealth holds 304 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.2 | $79M | -6% | 406k | 193.60 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.0 | $39M | -49% | 44k | 867.81 |
|
| Broadstone Net Lease (BNL) | 2.9 | $28M | -4% | 1.6M | 17.45 |
|
| Microsoft Corporation (MSFT) | 2.8 | $27M | -10% | 74k | 360.92 |
|
| Amazon (AMZN) | 2.7 | $26M | -3% | 178k | 146.78 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $22M | -2% | 160k | 135.54 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.2 | $21M | -5% | 150k | 141.99 |
|
| Vanguard Index Fds Growth Etf (VUG) | 2.0 | $20M | +2% | 67k | 293.84 |
|
| Danaher Corporation (DHR) | 1.9 | $18M | 80k | 224.90 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.7 | $16M | -3% | 97k | 163.20 |
|
| Visa Com Cl A (V) | 1.6 | $15M | 62k | 246.44 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 1.5 | $15M | 43k | 338.45 |
|
|
| United Parcel Service CL B (UPS) | 1.5 | $14M | 94k | 151.58 |
|
|
| Mastercard Incorporated Cl A (MA) | 1.4 | $14M | -5% | 31k | 429.88 |
|
| Johnson & Johnson (JNJ) | 1.4 | $14M | 88k | 153.83 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 1.4 | $13M | +7% | 115k | 113.46 |
|
| Xpo Logistics Inc equity (XPO) | 1.3 | $12M | -6% | 136k | 88.00 |
|
| Thermo Fisher Scientific (TMO) | 1.2 | $12M | -5% | 22k | 543.96 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.2 | $11M | -71% | 42k | 268.31 |
|
| Merck & Co (MRK) | 1.2 | $11M | 107k | 103.06 |
|
|
| Dover Corporation (DOV) | 1.1 | $11M | 74k | 146.76 |
|
|
| Mondelez Intl Cl A (MDLZ) | 1.1 | $11M | 154k | 69.71 |
|
|
| Intuitive Surgical Com New (ISRG) | 1.1 | $10M | -7% | 31k | 330.22 |
|
| Pepsi (PEP) | 1.0 | $9.4M | 57k | 166.21 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 1.0 | $9.3M | -8% | 255k | 36.59 |
|
| Boeing Company (BA) | 1.0 | $9.3M | +61% | 62k | 150.09 |
|
| Starbucks Corporation (SBUX) | 0.9 | $8.4M | -8% | 86k | 96.72 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.9 | $8.2M | -48% | 56k | 146.93 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $8.0M | +32% | 23k | 344.72 |
|
| Home Depot (HD) | 0.8 | $7.9M | -6% | 24k | 330.95 |
|
| Chubb (CB) | 0.8 | $7.5M | -3% | 34k | 217.16 |
|
| TJX Companies (TJX) | 0.8 | $7.4M | 85k | 86.71 |
|
|
| Wal-Mart Stores (WMT) | 0.8 | $7.2M | +209% | 145k | 49.72 |
|
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.7 | $6.9M | +6% | 65k | 107.16 |
|
| EOG Resources (EOG) | 0.7 | $6.7M | +9% | 63k | 106.65 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.7 | $6.6M | +15% | 40k | 164.35 |
|
| Zoetis Cl A (ZTS) | 0.7 | $6.5M | -3% | 34k | 191.64 |
|
| Abbott Laboratories (ABT) | 0.7 | $6.5M | -9% | 59k | 110.78 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $6.5M | -2% | 19k | 350.19 |
|
| Chevron Corporation (CVX) | 0.7 | $6.5M | 47k | 138.12 |
|
|
| Wells Fargo & Company (WFC) | 0.7 | $6.3M | 140k | 45.22 |
|
|
| Yum! Brands (YUM) | 0.6 | $6.2M | 48k | 130.00 |
|
|
| Capital One Financial (COF) | 0.6 | $6.1M | -5% | 49k | 124.88 |
|
| Gxo Logistics Incorporated Common Stock (GXO) | 0.6 | $6.1M | -9% | 95k | 64.13 |
|
| UnitedHealth (UNH) | 0.6 | $6.0M | -6% | 13k | 477.43 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.6 | $5.8M | -2% | 23k | 254.65 |
|
| Lam Research Corporation (LRCX) | 0.6 | $5.8M | 7.9k | 736.19 |
|
|
| Colgate-Palmolive Company (CL) | 0.6 | $5.8M | -13% | 66k | 87.56 |
|
| Marriott Intl Cl A (MAR) | 0.6 | $5.6M | +29% | 33k | 170.57 |
|
| Cme (CME) | 0.6 | $5.5M | -6% | 26k | 216.47 |
|
| Cisco Systems (CSCO) | 0.6 | $5.5M | +6% | 122k | 45.30 |
|
| Procter & Gamble Company (PG) | 0.6 | $5.4M | -6% | 37k | 145.41 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $5.4M | +25% | 97k | 55.82 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $5.2M | -20% | 43k | 121.11 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $5.1M | 46k | 111.63 |
|
|
| NVIDIA Corporation (NVDA) | 0.5 | $5.0M | -16% | 10k | 481.86 |
|
| BlackRock (BLK) | 0.5 | $4.8M | -6% | 5.8k | 822.90 |
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.5 | $4.7M | +3% | 162k | 29.06 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $4.6M | -13% | 7.3k | 634.32 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.5 | $4.4M | 141k | 31.20 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $4.3M | -2% | 8.8k | 487.34 |
|
| Bristol Myers Squibb (BMY) | 0.4 | $4.2M | -31% | 65k | 65.63 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $4.1M | -6% | 34k | 123.71 |
|
| Lockheed Martin Corporation (LMT) | 0.4 | $4.0M | -2% | 8.6k | 458.87 |
|
| Atlantica Sustainable Infr P SHS (AY) | 0.4 | $3.9M | +5% | 197k | 19.70 |
|
| Ecolab (ECL) | 0.4 | $3.8M | 20k | 196.87 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.4 | $3.7M | +4% | 51k | 72.19 |
|
| Coca-Cola Company (KO) | 0.4 | $3.6M | -12% | 57k | 63.80 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.4 | $3.6M | +57% | 43k | 84.39 |
|
| Raytheon Technologies Corp (RTX) | 0.4 | $3.5M | -2% | 42k | 84.01 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $3.5M | -27% | 17k | 206.30 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $3.5M | -23% | 15k | 236.05 |
|
| AES Corporation (AES) | 0.4 | $3.4M | +10% | 201k | 16.91 |
|
| Caterpillar (CAT) | 0.3 | $3.2M | -14% | 11k | 302.39 |
|
| Analog Devices (ADI) | 0.3 | $3.2M | +6% | 19k | 174.26 |
|
| McDonald's Corporation (MCD) | 0.3 | $3.1M | -31% | 11k | 296.80 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.3 | $3.0M | 78k | 38.86 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $3.0M | +5% | 19k | 158.37 |
|
| Bank of America Corporation (BAC) | 0.3 | $2.9M | -8% | 85k | 34.86 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.3 | $2.9M | +6% | 45k | 65.01 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.3 | $2.9M | -60% | 12k | 241.20 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $2.8M | +8% | 36k | 77.13 |
|
| Ball Corporation (BALL) | 0.3 | $2.7M | 48k | 57.50 |
|
|
| Schlumberger Com Stk (SLB) | 0.3 | $2.7M | 53k | 51.77 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.3 | $2.7M | +14% | 22k | 123.57 |
|
| Enterprise Products Partners (EPD) | 0.3 | $2.7M | +9% | 112k | 24.01 |
|
| Laboratory Corp Amer Hldgs Com New (LH) | 0.3 | $2.6M | 12k | 226.84 |
|
|
| Parker-Hannifin Corporation (PH) | 0.3 | $2.6M | -8% | 5.6k | 466.69 |
|
| Titan International (TWI) | 0.3 | $2.6M | 173k | 14.88 |
|
|
| Check Point Software Tech Lt Ord (CHKP) | 0.3 | $2.5M | -5% | 16k | 158.33 |
|
| Union Pacific Corporation (UNP) | 0.3 | $2.5M | -4% | 11k | 237.47 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $2.5M | +218% | 43k | 57.42 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $2.5M | -2% | 18k | 136.78 |
|
| Akamai Technologies (AKAM) | 0.2 | $2.3M | -2% | 21k | 114.60 |
|
| PNC Financial Services (PNC) | 0.2 | $2.3M | -2% | 15k | 155.84 |
|
| Lululemon Athletica (LULU) | 0.2 | $2.3M | +2% | 4.8k | 478.44 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.2 | $2.2M | -15% | 54k | 40.95 |
|
| Pfizer (PFE) | 0.2 | $2.2M | -42% | 51k | 43.12 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $2.2M | +6% | 34k | 65.18 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $2.1M | +17% | 11k | 187.31 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $2.1M | +10% | 9.6k | 218.26 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $2.1M | +3% | 3.8k | 544.21 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $2.1M | 5.0k | 409.72 |
|
|
| Castle Biosciences (CSTL) | 0.2 | $2.0M | -2% | 92k | 22.07 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $2.0M | -6% | 39k | 52.47 |
|
| Meta Platforms Cl A (META) | 0.2 | $2.0M | +4% | 6.2k | 318.29 |
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.2 | $2.0M | -20% | 34k | 58.81 |
|
| Regeneron Pharmaceuticals (REGN) | 0.2 | $1.9M | +9% | 2.5k | 777.41 |
|
| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.2 | $1.9M | -6% | 12k | 158.08 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $1.9M | -9% | 18k | 107.69 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $1.9M | -12% | 17k | 109.86 |
|
| Oneok (OKE) | 0.2 | $1.8M | -8% | 24k | 76.45 |
|
| Domino's Pizza (DPZ) | 0.2 | $1.8M | -9% | 4.4k | 416.95 |
|
| Abbvie (ABBV) | 0.2 | $1.8M | -8% | 12k | 148.07 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $1.7M | 31k | 56.46 |
|
|
| Nike CL B (NKE) | 0.2 | $1.7M | -3% | 16k | 112.13 |
|
| Walt Disney Company (DIS) | 0.2 | $1.7M | 20k | 85.18 |
|
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| Oracle Corporation (ORCL) | 0.2 | $1.7M | -6% | 15k | 108.92 |
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| Automatic Data Processing (ADP) | 0.2 | $1.6M | -3% | 6.9k | 237.40 |
|
| CVS Caremark Corporation (CVS) | 0.2 | $1.6M | -19% | 16k | 97.71 |
|
| Generac Holdings (GNRC) | 0.2 | $1.6M | +10% | 14k | 114.01 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $1.6M | -12% | 2.5k | 609.96 |
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| Aptiv SHS (APTV) | 0.2 | $1.5M | 17k | 89.58 |
|
|
| Honeywell International (HON) | 0.2 | $1.5M | +11% | 8.2k | 181.51 |
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| Ishares Tr Core Total Usd (IUSB) | 0.1 | $1.4M | -34% | 20k | 70.09 |
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| Ishares Tr Us Consum Discre (IYC) | 0.1 | $1.4M | +3% | 22k | 64.04 |
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| Stryker Corporation (SYK) | 0.1 | $1.4M | -3% | 4.5k | 307.17 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $1.4M | 17k | 79.34 |
|
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| Qualcomm (QCOM) | 0.1 | $1.3M | -10% | 9.0k | 147.43 |
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| FedEx Corporation (FDX) | 0.1 | $1.3M | -7% | 4.6k | 283.38 |
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| Broadcom (AVGO) | 0.1 | $1.3M | -2% | 1.1k | 1126.22 |
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| Corteva (CTVA) | 0.1 | $1.3M | -88% | 3.1k | 405.79 |
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| Tesla Motors (TSLA) | 0.1 | $1.3M | -29% | 5.4k | 232.10 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.2M | -7% | 6.6k | 185.78 |
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| Ishares Tr Us Industrials (IYJ) | 0.1 | $1.2M | -12% | 9.9k | 120.14 |
|
| General Dynamics Corporation (GD) | 0.1 | $1.1M | -5% | 4.2k | 271.70 |
|
| Spdr Ser Tr Portolio Short (SPSB) | 0.1 | $1.1M | -4% | 37k | 31.16 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $1.1M | -8% | 14k | 83.63 |
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $1.1M | -2% | 7.9k | 137.04 |
|
| American Intl Group Com New (AIG) | 0.1 | $1.1M | -33% | 11k | 100.73 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $1.1M | +11% | 2.4k | 435.42 |
|
| Medtronic SHS (MDT) | 0.1 | $1.1M | +10% | 14k | 74.15 |
|
| Veralto Corp Com Shs (VLTO) | 0.1 | $994k | -92% | 882.00 | 1127.42 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $991k | -76% | 2.7k | 371.16 |
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| Intuit (INTU) | 0.1 | $988k | -5% | 1.5k | 647.98 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $956k | -13% | 3.7k | 255.91 |
|
| S&p Global (SPGI) | 0.1 | $955k | -13% | 1.9k | 499.76 |
|
| Ishares Tr Expanded Tech (IGV) | 0.1 | $947k | +424% | 13k | 70.55 |
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| Copart (CPRT) | 0.1 | $944k | -5% | 18k | 51.72 |
|
| Dollar General (DG) | 0.1 | $941k | -18% | 6.3k | 148.43 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $904k | -6% | 11k | 80.24 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $896k | +332% | 15k | 58.98 |
|
| Arcturus Therapeutics Hldg I (ARCT) | 0.1 | $885k | 28k | 31.53 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $884k | -48% | 4.3k | 204.87 |
|
| Emerson Electric (EMR) | 0.1 | $859k | -17% | 9.0k | 95.69 |
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.1 | $853k | -78% | 4.3k | 200.57 |
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| 3M Company (MMM) | 0.1 | $844k | -32% | 7.2k | 116.56 |
|
| Ishares Tr Rus 1000 Grw Wtf (IWF) | 0.1 | $834k | -20% | 2.8k | 303.05 |
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| CSX Corporation (CSX) | 0.1 | $817k | -23% | 24k | 34.53 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $790k | 1.5k | 516.60 |
|
|
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.1 | $785k | -40% | 18k | 44.86 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $756k | -35% | 3.3k | 226.83 |
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| Netflix (NFLX) | 0.1 | $722k | -2% | 1.8k | 410.72 |
|
| Republic Services (RSG) | 0.1 | $707k | -9% | 3.9k | 180.19 |
|
| Unilever Spon Adr New (UL) | 0.1 | $703k | +2% | 15k | 47.38 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $695k | -9% | 5.4k | 129.44 |
|
| Roper Industries (ROP) | 0.1 | $692k | -8% | 1.2k | 586.75 |
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| ConocoPhillips (COP) | 0.1 | $689k | +8% | 6.5k | 105.98 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $686k | -24% | 5.0k | 138.06 |
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| Gilead Sciences (GILD) | 0.1 | $682k | -8% | 7.9k | 86.51 |
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| Nasdaq Omx (NDAQ) | 0.1 | $679k | +10% | 13k | 52.01 |
|
| Tractor Supply Company (TSCO) | 0.1 | $672k | +5% | 3.3k | 201.12 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $670k | +7% | 6.3k | 106.07 |
|
| Thomson Reuters Corp. (TRI) | 0.1 | $666k | -10% | 4.1k | 161.15 |
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| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.1 | $656k | -3% | 21k | 31.68 |
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| Tyler Technologies (TYL) | 0.1 | $649k | 1.6k | 418.12 |
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|
| Linde SHS (LIN) | 0.1 | $645k | +7% | 1.7k | 376.16 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $642k | -35% | 7.9k | 81.08 |
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| Steris Shs Usd (STE) | 0.1 | $640k | -8% | 2.7k | 235.13 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.1 | $629k | -2% | 7.1k | 88.82 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $621k | +650% | 47k | 13.23 |
|
| Pool Corporation (POOL) | 0.1 | $613k | -10% | 1.4k | 440.53 |
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| Entergy Corporation (ETR) | 0.1 | $606k | 6.0k | 101.07 |
|
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| Firstservice Corp (FSV) | 0.1 | $605k | -10% | 3.4k | 179.45 |
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| EastGroup Properties (EGP) | 0.1 | $605k | +6% | 3.5k | 172.93 |
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| Oshkosh Corporation (OSK) | 0.1 | $602k | -16% | 4.6k | 130.09 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $590k | +16% | 3.4k | 171.96 |
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| Intel Corporation (INTC) | 0.1 | $565k | -18% | 12k | 48.66 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $561k | -39% | 7.8k | 72.35 |
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| Goldman Sachs (GS) | 0.1 | $556k | +6% | 1.6k | 353.96 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $553k | -57% | 863.00 | 640.40 |
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.1 | $551k | +242% | 8.1k | 68.39 |
|
| American Express Company (AXP) | 0.1 | $549k | -33% | 2.6k | 212.23 |
|
| Sandy Spring Ban (SASR) | 0.1 | $546k | 20k | 27.21 |
|
|
| Sap Se Spon Adr (SAP) | 0.1 | $544k | 3.5k | 154.59 |
|
|
| Doximity Cl A (DOCS) | 0.1 | $544k | -91% | 1.7k | 315.68 |
|
| Simon Property (SPG) | 0.1 | $536k | -5% | 3.6k | 148.86 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $532k | -22% | 4.5k | 118.87 |
|
| Kinder Morgan (KMI) | 0.1 | $527k | -19% | 25k | 21.53 |
|
| Cintas Corporation (CTAS) | 0.1 | $524k | -17% | 802.00 | 653.76 |
|
| Biogen Idec (BIIB) | 0.1 | $521k | +14% | 2.3k | 224.43 |
|
| Fortive (FTV) | 0.1 | $515k | -9% | 7.0k | 73.08 |
|
| M&T Bank Corporation (MTB) | 0.1 | $510k | +2% | 3.8k | 133.15 |
|
| J P Morgan Exchange Traded Equity Premium (JEPI) | 0.1 | $497k | +7% | 9.6k | 51.70 |
|
| Servicenow (NOW) | 0.0 | $477k | -31% | 716.00 | 666.03 |
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $474k | +581% | 38k | 12.65 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $471k | +41% | 44k | 10.80 |
|
| Norfolk Southern (NSC) | 0.0 | $468k | 2.0k | 236.62 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $457k | +2% | 3.2k | 142.84 |
|
| Carlyle Group (CG) | 0.0 | $455k | -34% | 11k | 40.69 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $453k | -4% | 7.8k | 58.10 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $453k | -28% | 2.7k | 170.63 |
|
| Southern Company (SO) | 0.0 | $450k | +2% | 6.6k | 68.18 |
|
| International Business Machines (IBM) | 0.0 | $437k | -18% | 2.3k | 186.60 |
|
| Amgen (AMGN) | 0.0 | $435k | +4% | 1.6k | 270.77 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $433k | -9% | 29k | 15.18 |
|
| Jack Henry & Associates (JKHY) | 0.0 | $430k | -13% | 2.3k | 185.09 |
|
| Quanta Services (PWR) | 0.0 | $423k | -37% | 1.9k | 226.15 |
|
| Halliburton Company (HAL) | 0.0 | $422k | 12k | 35.50 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $421k | -13% | 2.7k | 158.78 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.0 | $419k | -41% | 5.1k | 82.63 |
|
| BorgWarner (BWA) | 0.0 | $414k | 12k | 35.39 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $408k | -26% | 4.0k | 100.88 |
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $405k | -68% | 880.00 | 460.52 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $402k | +36% | 2.1k | 192.46 |
|
| FirstEnergy (FE) | 0.0 | $397k | +2% | 11k | 35.61 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $395k | -34% | 2.7k | 148.69 |
|
| General Mills (GIS) | 0.0 | $395k | -7% | 5.7k | 69.76 |
|
| Leidos Holdings (LDOS) | 0.0 | $390k | 3.6k | 108.24 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $390k | +31% | 11k | 35.91 |
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $389k | +144% | 6.5k | 59.74 |
|
| Verizon Communications (VZ) | 0.0 | $386k | -27% | 8.0k | 48.46 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $375k | 5.8k | 64.62 |
|
|
| Yum China Holdings (YUMC) | 0.0 | $375k | 8.8k | 42.43 |
|
|
| Markel Corporation (MKL) | 0.0 | $371k | 265.00 | 1398.47 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $370k | -24% | 2.7k | 138.22 |
|
| Intercontinental Exchange (ICE) | 0.0 | $369k | +3% | 3.5k | 104.81 |
|
| Pioneer Natural Resources (PXD) | 0.0 | $365k | 1.6k | 223.09 |
|
|
| Applied Materials (AMAT) | 0.0 | $363k | -3% | 2.2k | 165.01 |
|
| Illinois Tool Works (ITW) | 0.0 | $359k | -7% | 1.3k | 279.94 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $358k | -25% | 3.8k | 94.39 |
|
| Wp Carey (WPC) | 0.0 | $352k | 5.4k | 65.67 |
|
|
| salesforce (CRM) | 0.0 | $349k | -88% | 1.5k | 229.23 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $347k | +17% | 2.8k | 124.35 |
|
| Target Corporation (TGT) | 0.0 | $344k | -39% | 2.4k | 143.99 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $344k | -15% | 8.0k | 43.11 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $341k | +27% | 15k | 22.38 |
|
| Dow (DOW) | 0.0 | $339k | -30% | 6.4k | 52.78 |
|
| Nextera Energy (NEE) | 0.0 | $335k | +9% | 6.2k | 53.84 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $322k | -18% | 1.7k | 191.17 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $322k | +9% | 2.1k | 156.11 |
|
| Williams Companies (WMB) | 0.0 | $321k | 9.5k | 33.86 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $313k | +6% | 2.4k | 132.46 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $308k | +9% | 3.2k | 95.30 |
|
| Ross Stores (ROST) | 0.0 | $301k | 2.2k | 134.45 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $300k | -20% | 1.1k | 282.72 |
|
| Edwards Lifesciences (EW) | 0.0 | $299k | 4.1k | 73.59 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $299k | -32% | 3.7k | 79.67 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $291k | +57% | 5.4k | 54.10 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $291k | -59% | 5.2k | 56.22 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $291k | -25% | 2.2k | 134.67 |
|
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.0 | $290k | -8% | 11k | 27.51 |
|
| Allstate Corporation (ALL) | 0.0 | $287k | 2.1k | 139.51 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $287k | +36% | 4.6k | 62.35 |
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $287k | 4.7k | 60.86 |
|
|
| Tompkins Financial Corporation (TMP) | 0.0 | $285k | 4.7k | 60.23 |
|
|
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.0 | $284k | +2% | 205.00 | 1384.36 |
|
| J P Morgan Exchange Traded Ultra Shrt Inc (JPST) | 0.0 | $281k | -3% | 5.4k | 52.14 |
|
| Centene Corporation (CNC) | 0.0 | $279k | -70% | 1.1k | 248.84 |
|
| Dell Technologies CL C (DELL) | 0.0 | $276k | 3.7k | 75.01 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $276k | +56% | 8.6k | 32.19 |
|
| Fidelity Covington Trust Elec Vehs & Futr (WSO) | 0.0 | $276k | -4% | 613.00 | 450.14 |
|
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.0 | $276k | -32% | 4.0k | 69.36 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $272k | +359% | 11k | 24.09 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $271k | -40% | 4.4k | 61.87 |
|
| Snap-on Incorporated (SNA) | 0.0 | $268k | 928.00 | 288.84 |
|
|
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.0 | $268k | 4.0k | 66.57 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $267k | -2% | 4.1k | 65.80 |
|
| Metropcs Communications (TMUS) | 0.0 | $265k | +4% | 1.8k | 149.55 |
|
| Kraft Heinz (KHC) | 0.0 | $265k | 7.2k | 36.59 |
|
|
| Deere & Company (DE) | 0.0 | $264k | 692.00 | 381.61 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $261k | -13% | 5.4k | 48.16 |
|
| Morgan Stanley Com New (MS) | 0.0 | $260k | -3% | 2.8k | 93.59 |
|
| Relx Sponsored Adr (RELX) | 0.0 | $255k | 6.4k | 39.66 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $254k | -22% | 1.2k | 212.87 |
|
| Progressive Corporation (PGR) | 0.0 | $254k | -23% | 1.6k | 157.70 |
|
| Lowe's Companies (LOW) | 0.0 | $254k | +10% | 1.3k | 194.45 |
|
| Moelis & Co Cl A (MC) | 0.0 | $252k | 4.5k | 56.13 |
|
|
| Halozyme Therapeutics (HALO) | 0.0 | $250k | 6.8k | 37.01 |
|
|
| Patterson Companies (PDCO) | 0.0 | $249k | 8.8k | 28.45 |
|
|
| Altria (MO) | 0.0 | $247k | -43% | 3.5k | 70.86 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $242k | +4% | 2.9k | 84.39 |
|
| Cooper Cos Com New | 0.0 | $241k | +216% | 2.6k | 91.14 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $239k | +277% | 9.5k | 25.33 |
|
| East West Ban (EWBC) | 0.0 | $235k | 3.3k | 71.95 |
|
|
| Phillips 66 (PSX) | 0.0 | $234k | 1.8k | 132.99 |
|
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $227k | 8.0k | 28.41 |
|
|
| D.R. Horton (DHI) | 0.0 | $226k | -4% | 1.5k | 153.32 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $223k | 2.0k | 109.37 |
|
|
| McKesson Corporation (MCK) | 0.0 | $222k | 497.00 | 446.83 |
|
|
| L3harris Technologies (LHX) | 0.0 | $221k | +2% | 1.1k | 204.18 |
|
| Gladstone Commercial Corporation (GOOD) | 0.0 | $220k | -9% | 15k | 14.64 |
|
| Blackstone Mtg Tr Com Cl A (BXMT) | 0.0 | $219k | 10k | 21.91 |
|
|
| Immix Biopharma (IMMX) | 0.0 | $170k | NEW | 25k | 6.92 |
|
Past Filings by Tritonpoint Wealth
SEC 13F filings are viewable for Tritonpoint Wealth going back to 2023
- Tritonpoint Wealth 2024 Q1 filed April 25, 2024
- Tritonpoint Wealth 2023 Q4 filed Jan. 24, 2024