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Ishares Tr usa min vo shares owned by Tritonpoint Wealth

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Tritonpoint Wealth from 13F filings

Historical chart of Tritonpoint Wealth investment in Ishares Tr usa min vo

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr usa min vo held by Tritonpoint Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr usa min vo by Tritonpoint Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 23k 91.07
2024-06-30 $2.2M 26k 83.96

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Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Danaher Corporation (DHR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)
Broadstone Net Lease (BNL)
Visa Com Cl A (V)
Ishares Tr U.s. Tech Etf (IYW)
Accenture Plc Ireland Shs Class A (ACN)
Intuitive Surgical Com New (ISRG)
Mastercard Incorporated Cl A (MA)

View all positions for Tritonpoint Wealth

Top funds holding Ishares Tr usa min vo

Morgan Stanley
Bank of America Corporation
Raymond James & Associates
Pnc Financial Services
LPL Financial
BlackRock
BlackRock
Envestnet Asset Management
Alaska Permanent Fund Corp
Wells Fargo & Company
Millburn Ridgefield
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
Catalyst Capital Advisors
Wealth Enhancement Advisory Services

View all funds holding Ishares Tr usa min vo