Tritonpoint Wealth

Tritonpoint Wealth as of March 31, 2024

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 406k 193.60
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.0 $39M 44k 867.81
Broadstone Net Lease (BNL) 2.9 $28M 1.6M 17.45
Microsoft Corporation (MSFT) 2.8 $27M 74k 360.92
Amazon (AMZN) 2.7 $26M 178k 146.78
Alphabet Cap Stk Cl A (GOOGL) 2.3 $22M 160k 135.54
Alphabet Cap Stk Cl C (GOOG) 2.2 $21M 150k 141.99
Vanguard Index Fds Growth Etf (VUG) 2.0 $20M 67k 293.84
Danaher Corporation (DHR) 1.9 $18M 80k 224.90
JPMorgan Chase & Co. (JPM) 1.7 $16M 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 31k 429.88
Johnson & Johnson (JNJ) 1.4 $14M 88k 153.83
Ishares Tr U.s. Tech Etf (IYW) 1.4 $13M 115k 113.46
Xpo Logistics Inc equity (XPO) 1.3 $12M 136k 88.00
Thermo Fisher Scientific (TMO) 1.2 $12M 22k 543.96
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.2 $11M 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 31k 330.22
Pepsi (PEP) 1.0 $9.4M 57k 166.21
Select Sector Spdr Tr Financial (XLF) 1.0 $9.3M 255k 36.59
Boeing Company (BA) 1.0 $9.3M 62k 150.09
Starbucks Corporation (SBUX) 0.9 $8.4M 86k 96.72
Vanguard Bd Index Fds Intermed Term (BIV) 0.9 $8.2M 56k 146.93
Ishares Tr Core S&p500 Etf (IVV) 0.8 $8.0M 23k 344.72
Home Depot (HD) 0.8 $7.9M 24k 330.95
Chubb (CB) 0.8 $7.5M 34k 217.16
TJX Companies (TJX) 0.8 $7.4M 85k 86.71
Wal-Mart Stores (WMT) 0.8 $7.2M 145k 49.72
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.7 $6.9M 65k 107.16
EOG Resources (EOG) 0.7 $6.7M 63k 106.65
Select Sector Spdr Tr Technology (XLK) 0.7 $6.6M 40k 164.35
Zoetis Cl A (ZTS) 0.7 $6.5M 34k 191.64
Abbott Laboratories (ABT) 0.7 $6.5M 59k 110.78
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $6.5M 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 49k 124.88
Gxo Logistics Incorporated Common Stock (GXO) 0.6 $6.1M 95k 64.13
UnitedHealth (UNH) 0.6 $6.0M 13k 477.43
Ishares Tr Rus 2000 Grw Etf (IWO) 0.6 $5.8M 23k 254.65
Lam Research Corporation 0.6 $5.8M 7.9k 736.19
Colgate-Palmolive Company (CL) 0.6 $5.8M 66k 87.56
Marriott Intl Cl A (MAR) 0.6 $5.6M 33k 170.57
Cme (CME) 0.6 $5.5M 26k 216.47
Cisco Systems (CSCO) 0.6 $5.5M 122k 45.30
Procter & Gamble Company (PG) 0.6 $5.4M 37k 145.41
Ishares Tr Core Msci Eafe (IEFA) 0.6 $5.4M 97k 55.82
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $5.2M 43k 121.11
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $5.1M 46k 111.63
NVIDIA Corporation (NVDA) 0.5 $5.0M 10k 481.86
BlackRock 0.5 $4.8M 5.8k 822.90
Brookfield Infrast Partners Lp Int Unit (BIP) 0.5 $4.7M 162k 29.06
Costco Wholesale Corporation (COST) 0.5 $4.6M 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 8.8k 487.34
Bristol Myers Squibb (BMY) 0.4 $4.2M 65k 65.63
Blackstone Group Inc Com Cl A (BX) 0.4 $4.1M 34k 123.71
Lockheed Martin Corporation (LMT) 0.4 $4.0M 8.6k 458.87
Atlantica Sustainable Infr P SHS 0.4 $3.9M 197k 19.70
Ecolab (ECL) 0.4 $3.8M 20k 196.87
Ishares Tr S&p Mc 400gr Etf (IJK) 0.4 $3.7M 51k 72.19
Coca-Cola Company (KO) 0.4 $3.6M 57k 63.80
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $3.6M 43k 84.39
Raytheon Technologies Corp (RTX) 0.4 $3.5M 42k 84.01
Vanguard Index Fds Value Etf (VTV) 0.4 $3.5M 17k 206.30
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $3.5M 15k 236.05
AES Corporation (AES) 0.4 $3.4M 201k 16.91
Caterpillar (CAT) 0.3 $3.2M 11k 302.39
Analog Devices (ADI) 0.3 $3.2M 19k 174.26
McDonald's Corporation (MCD) 0.3 $3.1M 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 19k 158.37
Bank of America Corporation (BAC) 0.3 $2.9M 85k 34.86
Select Sector Spdr Tr Communication (XLC) 0.3 $2.9M 45k 65.01
Spdr Ser Tr Bloomberg High Y (JNK) 0.3 $2.9M 12k 241.20
Select Sector Spdr Tr Energy (XLE) 0.3 $2.8M 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 22k 123.57
Enterprise Products Partners (EPD) 0.3 $2.7M 112k 24.01
Laboratory Corp Amer Hldgs Com New 0.3 $2.6M 12k 226.84
Parker-Hannifin Corporation (PH) 0.3 $2.6M 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 16k 158.33
Union Pacific Corporation (UNP) 0.3 $2.5M 11k 237.47
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $2.5M 43k 57.42
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $2.5M 18k 136.78
Akamai Technologies (AKAM) 0.2 $2.3M 21k 114.60
PNC Financial Services (PNC) 0.2 $2.3M 15k 155.84
Lululemon Athletica (LULU) 0.2 $2.3M 4.8k 478.44
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.2 $2.2M 54k 40.95
Pfizer (PFE) 0.2 $2.2M 51k 43.12
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $2.2M 34k 65.18
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $2.1M 11k 187.31
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $2.1M 9.6k 218.26
Eli Lilly & Co. (LLY) 0.2 $2.1M 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 92k 22.07
Ishares Core Msci Emkt (IEMG) 0.2 $2.0M 39k 52.47
Meta Platforms Cl A (META) 0.2 $2.0M 6.2k 318.29
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.2 $2.0M 34k 58.81
Regeneron Pharmaceuticals (REGN) 0.2 $1.9M 2.5k 777.41
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.2 $1.9M 12k 158.08
Exxon Mobil Corporation (XOM) 0.2 $1.9M 18k 107.69
Novo-nordisk A S Adr (NVO) 0.2 $1.9M 17k 109.86
Oneok (OKE) 0.2 $1.8M 24k 76.45
Domino's Pizza (DPZ) 0.2 $1.8M 4.4k 416.95
Abbvie (ABBV) 0.2 $1.8M 12k 148.07
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $1.7M 31k 56.46
Nike CL B (NKE) 0.2 $1.7M 16k 112.13
Walt Disney Company (DIS) 0.2 $1.7M 20k 85.18
Oracle Corporation (ORCL) 0.2 $1.7M 15k 108.92
Automatic Data Processing (ADP) 0.2 $1.6M 6.9k 237.40
CVS Caremark Corporation (CVS) 0.2 $1.6M 16k 97.71
Generac Holdings (GNRC) 0.2 $1.6M 14k 114.01
Adobe Systems Incorporated (ADBE) 0.2 $1.6M 2.5k 609.96
Aptiv SHS 0.2 $1.5M 17k 89.58
Honeywell International (HON) 0.2 $1.5M 8.2k 181.51
Ishares Tr Core Total Usd (IUSB) 0.1 $1.4M 20k 70.09
Ishares Tr Us Consum Discre (IYC) 0.1 $1.4M 22k 64.04
Stryker Corporation (SYK) 0.1 $1.4M 4.5k 307.17
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $1.4M 17k 79.34
Qualcomm (QCOM) 0.1 $1.3M 9.0k 147.43
FedEx Corporation (FDX) 0.1 $1.3M 4.6k 283.38
Broadcom (AVGO) 0.1 $1.3M 1.1k 1126.22
Corteva (CTVA) 0.1 $1.3M 3.1k 405.79
Tesla Motors (TSLA) 0.1 $1.3M 5.4k 232.10
Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.2M 6.6k 185.78
Ishares Tr Us Industrials (IYJ) 0.1 $1.2M 9.9k 120.14
General Dynamics Corporation (GD) 0.1 $1.1M 4.2k 271.70
Spdr Ser Tr Portolio Short (SPSB) 0.1 $1.1M 37k 31.16
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $1.1M 14k 83.63
Agilent Technologies Inc C ommon (A) 0.1 $1.1M 7.9k 137.04
American Intl Group Com New (AIG) 0.1 $1.1M 11k 100.73
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $1.1M 2.4k 435.42
Medtronic SHS (MDT) 0.1 $1.1M 14k 74.15
Veralto Corp Com Shs (VLTO) 0.1 $994k 882.00 1127.42
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $991k 2.7k 371.16
Intuit (INTU) 0.1 $988k 1.5k 647.98
Arthur J. Gallagher & Co. (AJG) 0.1 $956k 3.7k 255.91
S&p Global (SPGI) 0.1 $955k 1.9k 499.76
Ishares Tr Expanded Tech (IGV) 0.1 $947k 13k 70.55
Copart (CPRT) 0.1 $944k 18k 51.72
Dollar General (DG) 0.1 $941k 6.3k 148.43
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $904k 11k 80.24
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $896k 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 4.3k 204.87
Emerson Electric (EMR) 0.1 $859k 9.0k 95.69
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $853k 4.3k 200.57
3M Company (MMM) 0.1 $844k 7.2k 116.56
Ishares Tr Rus 1000 Grw Wtf (IWF) 0.1 $834k 2.8k 303.05
CSX Corporation (CSX) 0.1 $817k 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 18k 44.86
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $756k 3.3k 226.83
Netflix (NFLX) 0.1 $722k 1.8k 410.72
Republic Services (RSG) 0.1 $707k 3.9k 180.19
Unilever Spon Adr New (UL) 0.1 $703k 15k 47.38
Ares Management Corporation Cl A Com Stk (ARES) 0.1 $695k 5.4k 129.44
Roper Industries (ROP) 0.1 $692k 1.2k 586.75
ConocoPhillips (COP) 0.1 $689k 6.5k 105.98
Ishares Tr National Mun Etf (MUB) 0.1 $686k 5.0k 138.06
Gilead Sciences (GILD) 0.1 $682k 7.9k 86.51
Nasdaq Omx (NDAQ) 0.1 $679k 13k 52.01
Tractor Supply Company (TSCO) 0.1 $672k 3.3k 201.12
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $670k 6.3k 106.07
Thomson Reuters Corp. (TRI) 0.1 $666k 4.1k 161.15
Spdr Ser Tr Bloomberg Invt (FLRN) 0.1 $656k 21k 31.68
Tyler Technologies (TYL) 0.1 $649k 1.6k 418.12
Linde SHS (LIN) 0.1 $645k 1.7k 376.16
Ishares Tr Eafe Value Etf (EFV) 0.1 $642k 7.9k 81.08
Steris Shs Usd (STE) 0.1 $640k 2.7k 235.13
C H Robinson Worldwide Com New (CHRW) 0.1 $629k 7.1k 88.82
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $621k 47k 13.23
Pool Corporation (POOL) 0.1 $613k 1.4k 440.53
Entergy Corporation (ETR) 0.1 $606k 6.0k 101.07
Firstservice Corp (FSV) 0.1 $605k 3.4k 179.45
EastGroup Properties (EGP) 0.1 $605k 3.5k 172.93
Oshkosh Corporation (OSK) 0.1 $602k 4.6k 130.09
Ishares Tr Russell 2000 Etf (IWM) 0.1 $590k 3.4k 171.96
Intel Corporation (INTC) 0.1 $565k 12k 48.66
Ishares Tr Core Msci Total (IXUS) 0.1 $561k 7.8k 72.35
Goldman Sachs (GS) 0.1 $556k 1.6k 353.96
Ishares Tr Russell 3000 Etf (IWV) 0.1 $553k 863.00 640.40
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.1 $551k 8.1k 68.39
American Express Company (AXP) 0.1 $549k 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 1.7k 315.68
Simon Property (SPG) 0.1 $536k 3.6k 148.86
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $532k 4.5k 118.87
Kinder Morgan (KMI) 0.1 $527k 25k 21.53
Cintas Corporation (CTAS) 0.1 $524k 802.00 653.76
Biogen Idec (BIIB) 0.1 $521k 2.3k 224.43
Fortive (FTV) 0.1 $515k 7.0k 73.08
M&T Bank Corporation (MTB) 0.1 $510k 3.8k 133.15
J P Morgan Exchange Traded Equity Premium (JEPI) 0.1 $497k 9.6k 51.70
Servicenow (NOW) 0.0 $477k 716.00 666.03
Ishares Tr Mbs Etf (MBB) 0.0 $474k 38k 12.65
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $471k 44k 10.80
Norfolk Southern (NSC) 0.0 $468k 2.0k 236.62
Marathon Petroleum Corp (MPC) 0.0 $457k 3.2k 142.84
Carlyle Group (CG) 0.0 $455k 11k 40.69
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $453k 7.8k 58.10
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $453k 2.7k 170.63
Southern Company (SO) 0.0 $450k 6.6k 68.18
International Business Machines (IBM) 0.0 $437k 2.3k 186.60
Amgen (AMGN) 0.0 $435k 1.6k 270.77
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $433k 29k 15.18
Jack Henry & Associates (JKHY) 0.0 $430k 2.3k 185.09
Quanta Services (PWR) 0.0 $423k 1.9k 226.15
Halliburton Company (HAL) 0.0 $422k 12k 35.50
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $421k 2.7k 158.78
Ishares Tr TRS FLT RT BD (TFLO) 0.0 $419k 5.1k 82.63
BorgWarner (BWA) 0.0 $414k 12k 35.39
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $408k 4.0k 100.88
Lauder Estee Cos Cl A (EL) 0.0 $405k 880.00 460.52
Ishares Tr Rus 1000 Etf (IWB) 0.0 $402k 2.1k 192.46
FirstEnergy (FE) 0.0 $397k 11k 35.61
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $395k 2.7k 148.69
General Mills (GIS) 0.0 $395k 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 11k 35.91
Ishares Tr U.s. Fin Svc Etf (IYG) 0.0 $389k 6.5k 59.74
Verizon Communications (VZ) 0.0 $386k 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 2.7k 138.22
Intercontinental Exchange (ICE) 0.0 $369k 3.5k 104.81
Pioneer Natural Resources 0.0 $365k 1.6k 223.09
Applied Materials (AMAT) 0.0 $363k 2.2k 165.01
Illinois Tool Works (ITW) 0.0 $359k 1.3k 279.94
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $358k 3.8k 94.39
Wp Carey (WPC) 0.0 $352k 5.4k 65.67
salesforce (CRM) 0.0 $349k 1.5k 229.23
Diageo Spon Adr New (DEO) 0.0 $347k 2.8k 124.35
Target Corporation (TGT) 0.0 $344k 2.4k 143.99
Truist Financial Corp equities (TFC) 0.0 $344k 8.0k 43.11
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $341k 15k 22.38
Dow (DOW) 0.0 $339k 6.4k 52.78
Nextera Energy (NEE) 0.0 $335k 6.2k 53.84
Spdr Gold Tr Gold Shs (GLD) 0.0 $322k 1.7k 191.17
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $322k 2.1k 156.11
Williams Companies (WMB) 0.0 $321k 9.5k 33.86
Advanced Micro Devices (AMD) 0.0 $313k 2.4k 132.46
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $308k 3.2k 95.30
Ross Stores (ROST) 0.0 $301k 2.2k 134.45
Ishares Tr S&p 100 Etf (OEF) 0.0 $300k 1.1k 282.72
Edwards Lifesciences (EW) 0.0 $299k 4.1k 73.59
Ishares Tr Core Div Grwth (DGRO) 0.0 $299k 3.7k 79.67
Ishares Tr U.s. Finls Etf (IYF) 0.0 $291k 5.4k 54.10
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $291k 5.2k 56.22
Novartis Sponsored Adr (NVS) 0.0 $291k 2.2k 134.67
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.0 $290k 11k 27.51
Allstate Corporation (ALL) 0.0 $287k 2.1k 139.51
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $287k 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 205.00 1384.36
J P Morgan Exchange Traded Ultra Shrt Inc (JPST) 0.0 $281k 5.4k 52.14
Centene Corporation (CNC) 0.0 $279k 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 8.6k 32.19
Fidelity Covington Trust Elec Vehs & Futr (WSO) 0.0 $276k 613.00 450.14
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.0 $276k 4.0k 69.36
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $272k 11k 24.09
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.0 $271k 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 4.1k 65.80
Metropcs Communications (TMUS) 0.0 $265k 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 5.4k 48.16
Morgan Stanley Com New (MS) 0.0 $260k 2.8k 93.59
Relx Sponsored Adr (RELX) 0.0 $255k 6.4k 39.66
Texas Instruments Incorporated (TXN) 0.0 $254k 1.2k 212.87
Progressive Corporation (PGR) 0.0 $254k 1.6k 157.70
Lowe's Companies (LOW) 0.0 $254k 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 3.5k 70.86
Otis Worldwide Corp (OTIS) 0.0 $242k 2.9k 84.39
Cooper Cos Com New 0.0 $241k 2.6k 91.14
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $239k 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 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 1.1k 204.18
Gladstone Commercial Corporation (GOOD) 0.0 $220k 15k 14.64
Blackstone Mtg Tr Com Cl A (BXMT) 0.0 $219k 10k 21.91
Immix Biopharma (IMMX) 0.0 $170k 25k 6.92