Tritonpoint Wealth
Latest statistics and disclosures from Tritonpoint Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, VUG, GOOG, GOOGL, AMZN, and represent 24.80% of Tritonpoint Wealth's stock portfolio.
- Added to shares of these 10 stocks: BIV, BSV, VUG, NOW, MUB, EOG, SHM, IEFA, GEV, MDLZ.
- Started 16 new stock positions in INTC, MTZ, PWR, BIV, MUB, SHM, BSV, EFA, VIG, Q. GLW, SOXX, BINC, BND, CMCSA, ESGV.
- Reduced shares in these 10 stocks: AAPL, GOOG, , GOOGL, ADBE, VTI, LRCX, AMZN, BNL, SO.
- Sold out of its positions in APO, APP, BXSL, BKNG, BSX, CVS, CEG, COO, DAL, FE. FRPT, INTU, IQV, OTIS, SPGI, SO, IVOV, VDE, VONE, ZS.
- Tritonpoint Wealth was a net seller of stock by $-19M.
- Tritonpoint Wealth has $934M in assets under management (AUM), dropping by -5.30%.
- Central Index Key (CIK): 0002008171
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Portfolio Holdings for Tritonpoint Wealth
Tritonpoint Wealth holds 268 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 9.0 | $85M | -5% | 333k | 253.79 |
|
| Vanguard Index Fds Growth Etf (VUG) | 4.4 | $41M | +2% | 93k | 436.79 |
|
| Alphabet Cap Stk Cl C (GOOG) | 3.9 | $37M | -4% | 128k | 286.86 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.9 | $36M | -3% | 126k | 287.56 |
|
| Amazon (AMZN) | 3.6 | $33M | -2% | 160k | 208.27 |
|
| JPMorgan Chase & Co. (JPM) | 2.6 | $25M | -2% | 84k | 294.16 |
|
| Microsoft Corporation (MSFT) | 2.5 | $23M | -2% | 62k | 370.17 |
|
| Xpo Logistics Inc equity (XPO) | 2.0 | $19M | -2% | 95k | 194.55 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 1.9 | $17M | 95k | 181.42 |
|
|
| Johnson & Johnson (JNJ) | 1.8 | $17M | 70k | 244.44 |
|
|
| Visa Com Cl A (V) | 1.7 | $16M | -2% | 52k | 302.24 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.6 | $15M | -2% | 25k | 597.55 |
|
| Lam Research Corp Com New (LRCX) | 1.5 | $14M | -6% | 68k | 213.92 |
|
| Wal-Mart Stores (WMT) | 1.5 | $14M | 115k | 124.53 |
|
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| Dover Corporation (DOV) | 1.5 | $14M | 66k | 208.45 |
|
|
| NVIDIA Corporation (NVDA) | 1.4 | $13M | 77k | 174.41 |
|
|
| Mastercard Incorporated Cl A (MA) | 1.4 | $13M | 26k | 499.66 |
|
|
| Broadstone Net Lease (BNL) | 1.4 | $13M | -6% | 690k | 18.56 |
|
| Intuitive Surgical Com New (ISRG) | 1.3 | $13M | 27k | 460.98 |
|
|
| TJX Companies (TJX) | 1.3 | $12M | 77k | 159.70 |
|
|
| Danaher Corporation (DHR) | 1.3 | $12M | -4% | 62k | 190.00 |
|
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 1.2 | $11M | 70k | 161.73 |
|
|
| Thermo Fisher Scientific (TMO) | 1.0 | $9.7M | -3% | 20k | 492.00 |
|
| Chubb (CB) | 1.0 | $9.6M | -4% | 30k | 326.89 |
|
| Select Sector Spdr Tr Financial (XLF) | 1.0 | $9.3M | 189k | 49.37 |
|
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| Chevron Corporation (CVX) | 1.0 | $9.0M | 43k | 206.90 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.9 | $8.8M | -2% | 66k | 132.90 |
|
| Wells Fargo & Company (WFC) | 0.9 | $8.6M | -2% | 109k | 79.61 |
|
| Mondelez Intl Cl A (MDLZ) | 0.9 | $8.3M | +4% | 143k | 58.14 |
|
| Boeing Company (BA) | 0.9 | $8.1M | 41k | 199.03 |
|
|
| Pepsi (PEP) | 0.8 | $7.7M | -2% | 50k | 155.29 |
|
| Merck & Co (MRK) | 0.8 | $7.2M | -5% | 60k | 121.14 |
|
| Caterpillar (CAT) | 0.8 | $7.1M | -6% | 10k | 708.46 |
|
| Yum! Brands (YUM) | 0.7 | $6.9M | 45k | 155.48 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $6.9M | 47k | 148.10 |
|
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.7 | $6.8M | 46k | 146.61 |
|
|
| Analog Devices (ADI) | 0.7 | $6.7M | -2% | 21k | 318.15 |
|
| Qxo Com New (QXO) | 0.7 | $6.7M | +4% | 343k | 19.42 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $6.4M | -5% | 13k | 479.18 |
|
| Cme (CME) | 0.7 | $6.2M | 21k | 295.35 |
|
|
| EOG Resources (EOG) | 0.7 | $6.2M | +7% | 43k | 144.57 |
|
| Raytheon Technologies Corp (RTX) | 0.6 | $6.1M | 32k | 192.90 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.6 | $5.7M | 18k | 313.81 |
|
|
| Starbucks Corporation (SBUX) | 0.6 | $5.6M | -3% | 63k | 89.59 |
|
| Abbott Laboratories (ABT) | 0.6 | $5.4M | -2% | 53k | 102.67 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $5.2M | -4% | 5.2k | 996.49 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.5 | $5.0M | +2% | 50k | 100.62 |
|
| Capital One Financial (COF) | 0.5 | $5.0M | 28k | 182.43 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.5 | $4.9M | NEW | 63k | 77.18 |
|
| Ge Vernova (GEV) | 0.5 | $4.7M | +8% | 5.4k | 873.40 |
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.5 | $4.7M | -7% | 129k | 36.12 |
|
| Ecolab (ECL) | 0.5 | $4.6M | 17k | 266.74 |
|
|
| L3harris Technologies (LHX) | 0.5 | $4.5M | 13k | 345.15 |
|
|
| Colgate-Palmolive Company (CL) | 0.5 | $4.4M | 52k | 85.23 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.5 | $4.4M | 40k | 110.86 |
|
|
| Blackrock (BLK) | 0.5 | $4.4M | -9% | 4.5k | 961.62 |
|
| Home Depot (HD) | 0.5 | $4.3M | 13k | 328.90 |
|
|
| Lockheed Martin Corporation (LMT) | 0.5 | $4.3M | -5% | 7.1k | 604.42 |
|
| Jpm Hdgd Eq Sel mutual fund (JHEQX) | 0.4 | $4.1M | 121k | 33.58 |
|
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| AES Corporation (AES) | 0.4 | $4.0M | 285k | 14.09 |
|
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $3.9M | +5% | 31k | 124.31 |
|
| Coca-Cola Company (KO) | 0.4 | $3.8M | 50k | 76.58 |
|
|
| Procter & Gamble Company (PG) | 0.4 | $3.8M | -3% | 26k | 144.44 |
|
| Parker-Hannifin Corporation (PH) | 0.4 | $3.7M | -2% | 4.2k | 895.24 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.4 | $3.6M | 33k | 108.98 |
|
|
| Enterprise Products Partners (EPD) | 0.4 | $3.6M | -9% | 94k | 37.84 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $3.4M | -4% | 30k | 114.99 |
|
| Meta Platforms Cl A (META) | 0.4 | $3.3M | -11% | 5.9k | 572.13 |
|
| Marriott Intl Cl A (MAR) | 0.4 | $3.3M | -2% | 10k | 327.08 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $3.3M | +8% | 13k | 261.92 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $3.3M | -2% | 3.6k | 919.83 |
|
| Oracle Corporation (ORCL) | 0.3 | $3.2M | -3% | 22k | 147.11 |
|
| Bank of America Corporation (BAC) | 0.3 | $3.1M | -9% | 65k | 48.75 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $3.0M | +8% | 11k | 287.18 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.3 | $3.0M | 16k | 184.28 |
|
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.3 | $2.9M | 65k | 44.45 |
|
|
| McDonald's Corporation (MCD) | 0.3 | $2.8M | 9.2k | 310.79 |
|
|
| Labcorp Holdings Com Shs (LH) | 0.3 | $2.8M | -3% | 11k | 266.81 |
|
| UnitedHealth (UNH) | 0.3 | $2.8M | +3% | 10k | 270.58 |
|
| PNC Financial Services (PNC) | 0.3 | $2.8M | 13k | 208.09 |
|
|
| Broadcom (AVGO) | 0.3 | $2.7M | 8.6k | 309.50 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.3 | $2.5M | -4% | 62k | 40.47 |
|
| Abbvie (ABBV) | 0.3 | $2.5M | -5% | 11k | 217.50 |
|
| Servicenow (NOW) | 0.3 | $2.4M | +39% | 23k | 104.55 |
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| Ball Corporation (BALL) | 0.3 | $2.4M | 41k | 59.11 |
|
|
| Snowflake Cl A (SNOW) | 0.3 | $2.4M | +8% | 16k | 150.82 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $2.3M | -2% | 4.0k | 577.20 |
|
| Union Pacific Corporation (UNP) | 0.2 | $2.3M | 9.4k | 242.62 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $2.3M | 3.5k | 652.15 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $2.2M | 8.4k | 257.36 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $2.2M | -3% | 26k | 81.98 |
|
| Generac Holdings (GNRC) | 0.2 | $2.1M | -2% | 11k | 195.33 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $2.1M | 3.1k | 697.76 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $2.0M | NEW | 26k | 78.41 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.2 | $2.0M | 14k | 142.85 |
|
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| Tesla Motors (TSLA) | 0.2 | $2.0M | 5.3k | 371.73 |
|
|
| Ishares Tr Us Consum Discre (IYC) | 0.2 | $1.9M | 20k | 96.92 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.9M | +3% | 9.8k | 196.19 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $1.9M | +3% | 11k | 169.66 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.9M | +21% | 16k | 113.11 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.6M | -14% | 2.5k | 653.23 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.6M | -12% | 7.4k | 217.25 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $1.6M | 61k | 25.64 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $1.5M | 5.0k | 302.24 |
|
|
| Palo Alto Networks (PANW) | 0.2 | $1.5M | +8% | 9.3k | 160.32 |
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| Netflix (NFLX) | 0.2 | $1.5M | -3% | 16k | 96.15 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.4M | -48% | 4.5k | 320.81 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $1.4M | 16k | 88.46 |
|
|
| Honeywell International (HON) | 0.1 | $1.4M | -3% | 6.1k | 226.03 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.4M | +41% | 15k | 90.53 |
|
| Domino's Pizza (DPZ) | 0.1 | $1.3M | 3.6k | 358.79 |
|
|
| Gxo Logistics Incorporated Common Stock (GXO) | 0.1 | $1.3M | -5% | 25k | 51.85 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.3M | -2% | 19k | 67.53 |
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| Emerson Electric (EMR) | 0.1 | $1.2M | 9.5k | 131.02 |
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| Bristol Myers Squibb (BMY) | 0.1 | $1.2M | +4% | 20k | 60.65 |
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| J P Morgan Exchange Traded Equity Premium (JEPI) | 0.1 | $1.2M | +9% | 21k | 56.68 |
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| United Parcel Service CL B (UPS) | 0.1 | $1.2M | +4% | 12k | 98.38 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $1.1M | +15% | 7.9k | 144.71 |
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| Ishares Tr Expanded Tech (IGV) | 0.1 | $1.1M | -24% | 14k | 80.05 |
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| Cisco Systems (CSCO) | 0.1 | $1.1M | 14k | 77.59 |
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| Ishares Tr Us Industrials (IYJ) | 0.1 | $1.1M | -3% | 7.3k | 147.54 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.0M | -16% | 17k | 61.26 |
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| Akamai Technologies (AKAM) | 0.1 | $1.0M | -7% | 8.8k | 114.85 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $945k | 2.5k | 383.47 |
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| Ge Aerospace Com New (GE) | 0.1 | $905k | +2% | 3.2k | 284.26 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $901k | 1.5k | 618.28 |
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| Linde SHS (LIN) | 0.1 | $897k | +6% | 1.8k | 495.69 |
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| Walt Disney Company (DIS) | 0.1 | $894k | -5% | 9.3k | 96.38 |
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| Zoetis Cl A (ZTS) | 0.1 | $880k | -20% | 7.4k | 118.21 |
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| Automatic Data Processing (ADP) | 0.1 | $860k | -5% | 4.2k | 204.85 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $840k | -3% | 14k | 61.64 |
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| American Express Company (AXP) | 0.1 | $834k | 2.8k | 302.53 |
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| Stryker Corporation (SYK) | 0.1 | $827k | +4% | 2.5k | 329.41 |
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| ConocoPhillips (COP) | 0.1 | $822k | -3% | 6.2k | 132.00 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $815k | -6% | 15k | 55.52 |
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| Pfizer (PFE) | 0.1 | $814k | 29k | 28.08 |
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| 3M Company (MMM) | 0.1 | $803k | 5.5k | 145.23 |
|
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| Goldman Sachs (GS) | 0.1 | $789k | -5% | 932.00 | 845.99 |
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| FedEx Corporation (FDX) | 0.1 | $741k | -24% | 2.1k | 357.62 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $718k | 1.00 | 718140.00 |
|
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| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $710k | 7.3k | 96.62 |
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| Kinder Morgan (KMI) | 0.1 | $704k | 21k | 33.53 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $703k | +5% | 4.8k | 146.28 |
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| Agilent Technologies Inc C ommon (A) | 0.1 | $702k | -7% | 6.1k | 114.24 |
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| Micron Technology (MU) | 0.1 | $692k | +5% | 2.0k | 337.99 |
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| Williams Companies (WMB) | 0.1 | $682k | 9.4k | 72.78 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $666k | 2.7k | 244.18 |
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| American Intl Group Com New (AIG) | 0.1 | $657k | -23% | 8.7k | 75.25 |
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| Intercontinental Exchange (ICE) | 0.1 | $654k | +3% | 4.2k | 157.28 |
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| Schlumberger Com Stk (SLB) | 0.1 | $652k | -18% | 13k | 51.68 |
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| Dell Technologies CL C (DELL) | 0.1 | $644k | 3.9k | 164.13 |
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| CSX Corporation (CSX) | 0.1 | $612k | 15k | 41.05 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $612k | +51% | 3.2k | 191.92 |
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| International Business Machines (IBM) | 0.1 | $598k | 2.5k | 242.36 |
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| Atlantic Union B (AUB) | 0.1 | $597k | 17k | 35.74 |
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| Morgan Stanley Com New (MS) | 0.1 | $593k | +3% | 3.6k | 164.57 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $588k | -5% | 1.4k | 430.29 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $588k | 23k | 25.10 |
|
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| Simon Property (SPG) | 0.1 | $585k | -24% | 3.1k | 186.53 |
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| Copart (CPRT) | 0.1 | $581k | 18k | 33.20 |
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| Leidos Holdings (LDOS) | 0.1 | $577k | 3.7k | 155.52 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $573k | 2.3k | 248.05 |
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| Applied Materials (AMAT) | 0.1 | $570k | +5% | 1.7k | 341.79 |
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| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.1 | $542k | -21% | 15k | 37.44 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $526k | -17% | 681.00 | 772.64 |
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| Philip Morris International (PM) | 0.1 | $524k | 3.1k | 166.82 |
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| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $514k | 5.4k | 95.96 |
|
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| Carlyle Group (CG) | 0.1 | $509k | 11k | 48.39 |
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| Nextera Energy (NEE) | 0.1 | $506k | +5% | 5.5k | 92.88 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $506k | -32% | 26k | 19.30 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $506k | 17k | 29.08 |
|
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| Amgen (AMGN) | 0.1 | $505k | 1.4k | 351.82 |
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| Oneok (OKE) | 0.1 | $502k | -31% | 5.6k | 90.39 |
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| Markel Corporation (MKL) | 0.1 | $502k | 262.00 | 1914.07 |
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| M&T Bank Corporation (MTB) | 0.1 | $499k | 2.4k | 206.76 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $499k | NEW | 4.7k | 106.15 |
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| Tyler Technologies (TYL) | 0.1 | $495k | 1.4k | 342.38 |
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| Advanced Micro Devices (AMD) | 0.1 | $492k | 2.4k | 203.43 |
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| Citigroup Com New (C) | 0.1 | $488k | +5% | 4.3k | 113.41 |
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| Kla Corp Com New (KLAC) | 0.1 | $480k | +6% | 326.00 | 1472.41 |
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| EastGroup Properties (EGP) | 0.0 | $467k | 2.5k | 186.64 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $465k | +62% | 2.2k | 213.67 |
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| Cummins (CMI) | 0.0 | $463k | 861.00 | 538.02 |
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| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.0 | $458k | 2.3k | 200.82 |
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| Sap Se Spon Adr (SAP) | 0.0 | $449k | 2.6k | 171.21 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $444k | -5% | 11k | 42.49 |
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| McKesson Corporation (MCK) | 0.0 | $441k | 509.00 | 866.18 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $439k | -5% | 3.7k | 117.66 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $433k | 4.7k | 92.76 |
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| Spdr Series Trust State Street Spd (SHM) | 0.0 | $432k | NEW | 9.0k | 47.83 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $426k | 3.6k | 118.61 |
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| Lowe's Companies (LOW) | 0.0 | $426k | +3% | 1.8k | 236.28 |
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| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $404k | 4.9k | 82.84 |
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|
| Nasdaq Omx (NDAQ) | 0.0 | $393k | +4% | 4.6k | 84.89 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $387k | +32% | 3.0k | 128.12 |
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| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.0 | $387k | 4.0k | 96.29 |
|
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| Metropcs Communications (TMUS) | 0.0 | $384k | -5% | 1.8k | 210.08 |
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| Shell Spon Ads (SHEL) | 0.0 | $381k | -19% | 4.1k | 93.00 |
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| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.0 | $379k | 201.00 | 1884.66 |
|
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| Tompkins Financial Corporation (TMP) | 0.0 | $373k | 4.7k | 78.84 |
|
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| Phillips 66 (PSX) | 0.0 | $367k | -27% | 2.0k | 182.22 |
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| Amphenol Corp Cl A (APH) | 0.0 | $364k | 2.9k | 126.60 |
|
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| Verizon Communications (VZ) | 0.0 | $364k | +5% | 7.2k | 50.20 |
|
| Ishares Tr Rus 1000 Grw Wtf (IWF) | 0.0 | $363k | +17% | 852.00 | 426.40 |
|
| At&t (T) | 0.0 | $346k | +16% | 12k | 28.99 |
|
| Allstate Corporation (ALL) | 0.0 | $338k | 1.6k | 208.39 |
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| Snap-on Incorporated (SNA) | 0.0 | $337k | -35% | 928.00 | 363.22 |
|
| Medtronic SHS (MDT) | 0.0 | $336k | -4% | 3.8k | 87.37 |
|
| Deere & Company (DE) | 0.0 | $335k | +2% | 593.00 | 564.92 |
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $335k | 8.0k | 41.85 |
|
|
| Gilead Sciences (GILD) | 0.0 | $334k | 2.4k | 139.37 |
|
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| Qualcomm (QCOM) | 0.0 | $331k | -16% | 2.6k | 128.77 |
|
| Fortive (FTV) | 0.0 | $330k | +3% | 6.0k | 55.28 |
|
| Eaton Corp SHS (ETN) | 0.0 | $330k | 921.00 | 357.74 |
|
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| Adobe Systems Incorporated (ADBE) | 0.0 | $329k | -82% | 1.4k | 243.08 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $324k | -46% | 10k | 32.01 |
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $315k | 4.7k | 66.86 |
|
|
| American Electric Power Company (AEP) | 0.0 | $308k | 2.3k | 131.06 |
|
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| Progressive Corporation (PGR) | 0.0 | $308k | +3% | 1.6k | 198.22 |
|
| salesforce (CRM) | 0.0 | $297k | +5% | 1.6k | 186.67 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $296k | +15% | 1.5k | 194.15 |
|
| Altria (MO) | 0.0 | $291k | +2% | 4.3k | 67.04 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $290k | +6% | 743.00 | 390.31 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $290k | 2.0k | 144.95 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $285k | +7% | 2.9k | 97.23 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $285k | -10% | 4.1k | 69.75 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $278k | NEW | 1.3k | 215.06 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $273k | +18% | 612.00 | 446.54 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $273k | 2.8k | 96.70 |
|
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $273k | 1.8k | 155.11 |
|
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| Intel Corporation (INTC) | 0.0 | $271k | NEW | 6.1k | 44.13 |
|
| Norfolk Southern (NSC) | 0.0 | $271k | 945.00 | 287.00 |
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| Ishares Tr Global 100 Etf (IOO) | 0.0 | $270k | -5% | 2.2k | 120.97 |
|
| Prologis (PLD) | 0.0 | $266k | +21% | 2.0k | 132.18 |
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| Howmet Aerospace (HWM) | 0.0 | $265k | 1.2k | 230.41 |
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| Yum China Holdings (YUMC) | 0.0 | $258k | 5.3k | 48.78 |
|
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| Newmont Mining Corporation (NEM) | 0.0 | $257k | +3% | 2.4k | 108.25 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $256k | 10k | 24.75 |
|
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| Moelis & Co Cl A (MC) | 0.0 | $256k | 4.5k | 57.00 |
|
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $253k | 2.1k | 121.19 |
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| General Dynamics Corporation (GD) | 0.0 | $248k | +5% | 723.00 | 343.44 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $244k | 1.4k | 168.89 |
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|
| Charles Schwab Corporation (SCHW) | 0.0 | $243k | +15% | 2.6k | 93.98 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $243k | +5% | 717.00 | 339.01 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $243k | 1.9k | 131.35 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $243k | NEW | 3.3k | 73.64 |
|
| Corning Incorporated (GLW) | 0.0 | $238k | NEW | 1.7k | 135.94 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $234k | 1.8k | 130.94 |
|
|
| MasTec (MTZ) | 0.0 | $231k | NEW | 718.00 | 321.74 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $228k | -6% | 1.1k | 211.24 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $226k | 1.6k | 145.97 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $226k | NEW | 2.0k | 112.27 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $225k | NEW | 7.8k | 28.71 |
|
| Hca Holdings (HCA) | 0.0 | $223k | +2% | 472.00 | 473.24 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $223k | +4% | 1.1k | 197.64 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $220k | -2% | 4.2k | 52.53 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.0 | $219k | NEW | 4.2k | 51.93 |
|
| D.R. Horton (DHI) | 0.0 | $219k | 1.6k | 137.24 |
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| Quanta Services (PWR) | 0.0 | $217k | NEW | 396.00 | 549.02 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $217k | NEW | 660.00 | 328.66 |
|
| Uber Technologies (UBER) | 0.0 | $214k | -3% | 3.0k | 71.92 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $212k | +7% | 594.00 | 356.56 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $210k | -14% | 3.3k | 64.08 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $206k | NEW | 2.1k | 97.13 |
|
| Qnity Electronics Common Stock (Q) | 0.0 | $204k | NEW | 1.8k | 115.38 |
|
| Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) | 0.0 | $202k | 3.5k | 58.06 |
|
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| Gladstone Commercial Corporation (GOOD) | 0.0 | $155k | -34% | 14k | 11.43 |
|
| Intrusion (INTZ) | 0.0 | $130k | 159k | 0.82 |
|
Past Filings by Tritonpoint Wealth
SEC 13F filings are viewable for Tritonpoint Wealth going back to 2023
- 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