The Analysis of TRITONPOINT WEALTH, LLC's Holdings
Currently, TRITONPOINT WEALTH, LLC holds 272 types of securities in its portfolio with a total value $986.2M. In the most recent quarter, they have increased their positions in XLK (+31.5K shares, valued at $4.5M), GEV (+3.9K shares, valued at $2.6M), XLY (+16.4K shares, valued at $2.0M); decreased their positions in AAPL (-39.5K shares, valued at $10.7M), IVV (-15.5K shares, valued at $10.6M), N/A (-14.7K shares, valued at $9.2M); initiated new positions in VONE (+5.3K shares, valued at $1.6M), N/A (+2.1K shares, valued at $402.7K), VEA (+3.9K shares, valued at $241.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC351.2K shares-10.11%2025-12-312026-01-20
VUG VANGUARD INDEX FDS90.8K shares-1.68%2025-12-312026-01-20 ALPHABET INC ALPHABET INC133.8K shares-3.39%2025-12-312026-01-20 ALPHABET INC ALPHABET INC131.3K shares-13.69%2025-12-312026-01-20 AMZN AMAZON COM INC164.5K shares-6.44%2025-12-312026-01-20 MSFT MICROSOFT CORP63.5K shares-22.99%2025-12-312026-01-20 JPM JPMORGAN CHASE & CO85.7K shares-9.03%2025-12-312026-01-20 IYW ISHARES TR96.9K shares-8.75%2025-12-312026-01-20 V VISA INC53.3K shares-13.79%2025-12-312026-01-20 ISRG INTUITIVE SURGICAL INC27.9K shares-4.57%2025-12-312026-01-20 MA MASTERCARD INCORPORATED26.3K shares-8.97%2025-12-312026-01-20 DHR DANAHER CORPORATION65.2K shares-11.98%2025-12-312026-01-20 JNJ JOHNSON & JOHNSON70.6K shares-11.83%2025-12-312026-01-20 NVDA NVIDIA CORPORATION77.2K shares-16.48%2025-12-312026-01-20 XPO XPO INC97.5K shares-1.06%2025-12-312026-01-20 WMT WALMART INC117.2K shares-16.71%2025-12-312026-01-20 DOV DOVER CORP66.9K shares-9.00%2025-12-312026-01-20 BNL BROADSTONE NET LEASE INC735.6K shares-12.48%2025-12-312026-01-20 TJX TJX COS INC NEW77.4K shares-9.74%2025-12-312026-01-20 TMO THERMO FISHER SCIENTIFIC INC20.5K shares-0.22%2025-12-312026-01-20 XLI SELECT SECTOR SPDR TR70.5K shares-2.37%2025-12-312026-01-20 XLF SELECT SECTOR SPDR TR191.4K shares-12.99%2025-12-312026-01-20 WFC WELLS FARGO CO NEW111.4K shares-14.76%2025-12-312026-01-20 XLK SELECT SECTOR SPDR TR67.2K shares88.43%2025-12-312026-01-20 CB CHUBB LIMITED30.8K shares-9.59%2025-12-312026-01-20 BA BOEING CO41.2K shares-12.63%2025-12-312026-01-20 MDLZ MONDELEZ INTL INC136.8K shares-17.41%2025-12-312026-01-20 PEP PEPSICO INC50.9K shares-0.62%2025-12-312026-01-20 XLV SELECT SECTOR SPDR TR46.4K shares-2.55%2025-12-312026-01-20 YUM YUM BRANDS INC45.3K shares-2.04%2025-12-312026-01-20 ABT ABBOTT LABS54.6K shares-2.62%2025-12-312026-01-20 COF CAPITAL ONE FINL CORP27.5K shares-11.05%2025-12-312026-01-20 CVX CHEVRON CORP NEW43.6K shares-14.47%2025-12-312026-01-20 VYM VANGUARD WHITEHALL FDS45.8K shares-0.03%2025-12-312026-01-20 QXO QXO INC329.6K shares15.29%2025-12-312026-01-20 CAT CATERPILLAR INC10.6K shares-4.44%2025-12-312026-01-20 IWO ISHARES TR18.2K shares-1.47%2025-12-312026-01-20 RTX RAYTHEON TECHNOLOGIES CORP31.8K shares-15.60%2025-12-312026-01-20 ADI ANALOG DEVICES INC21.5K shares-15.74%2025-12-312026-01-20 CME CME GROUP INC21.2K shares-7.14%2025-12-312026-01-20 SBUX STARBUCKS CORP64.9K shares-12.15%2025-12-312026-01-20 BLACKROCK INC BLACKROCK INC5.0K shares-12.25%2025-12-312026-01-20 BIP BROOKFIELD INFRAST PARTNERS139.6K shares-6.71%2025-12-312026-01-20 IJK ISHARES TR48.8K shares0.73%2025-12-312026-01-20 COST COSTCO WHSL CORP NEW5.5K shares-18.68%2025-12-312026-01-20 XLC SELECT SECTOR SPDR TR39.4K shares-3.27%2025-12-312026-01-20 ECL ECOLAB INC17.4K shares-8.32%2025-12-312026-01-20 HD HOME DEPOT INC13.3K shares-32.71%2025-12-312026-01-20 META META PLATFORMS INC6.6K shares-21.49%2025-12-312026-01-20 ORCL ORACLE CORP22.3K shares-32.94%2025-12-312026-01-20 EOG EOG RES INC39.6K shares-27.28%2025-12-312026-01-20 AES AES CORP285.0K shares-11.23%2025-12-312026-01-20 CL COLGATE PALMOLIVE CO51.7K shares-8.27%2025-12-312026-01-20 XLY SELECT SECTOR SPDR TR33.4K shares96.83%2025-12-312026-01-20 LLY ELI LILLY & CO3.7K shares-8.31%2025-12-312026-01-20 BAC BANK AMERICA CORP71.3K shares-4.58%2025-12-312026-01-20 PG PROCTER AND GAMBLE CO27.1K shares-15.10%2025-12-312026-01-20 LHX L3HARRIS TECHNOLOGIES INC13.2K shares-19.13%2025-12-312026-01-20 PH PARKER-HANNIFIN CORP4.3K shares-1.14%2025-12-312026-01-20 LMT LOCKHEED MARTIN CORP7.6K shares-0.43%2025-12-312026-01-20 IJR ISHARES TR29.9K shares-35.68%2025-12-312026-01-20 KO COCA COLA CO50.5K shares-5.06%2025-12-312026-01-20 EPD ENTERPRISE PRODS PARTNERS L104.2K shares-7.53%2025-12-312026-01-20 UNH UNITEDHEALTH GROUP INC10.0K shares-23.00%2025-12-312026-01-20 MAR MARRIOTT INTL INC NEW10.5K shares-35.85%2025-12-312026-01-20 GEV GE VERNOVA INC4.9K shares396.98%2025-12-312026-01-20 SNOW SNOWFLAKE INC14.6K shares38.52%2025-12-312026-01-20 VB VANGUARD INDEX FDS11.8K shares0.04%2025-12-312026-01-20 BN BROOKFIELD CORP65.5K shares49.17%2025-12-312026-01-20 VTI VANGUARD INDEX FDS8.8K shares-46.42%2025-12-312026-01-20 VOE VANGUARD INDEX FDS16.0K shares0.00%2025-12-312026-01-20 VO VANGUARD INDEX FDS9.7K shares5.67%2025-12-312026-01-20 MCD MCDONALDS CORP9.3K shares-11.10%2025-12-312026-01-20 PNC PNC FINL SVCS GROUP INC13.3K shares-6.24%2025-12-312026-01-20 ABBV ABBVIE INC12.1K shares-4.26%2025-12-312026-01-20 LH LABCORP HOLDINGS INC10.9K shares-0.03%2025-12-312026-01-20 ADBE ADOBE INC7.5K shares-19.60%2025-12-312026-01-20 CHKP CHECK POINT SOFTWARE TECH LT13.9K shares-7.72%2025-12-312026-01-20 NOW SERVICENOW INC16.7K shares279.84%2025-12-312026-01-20 TSLA TESLA INC5.4K shares-32.64%2025-12-312026-01-20 SPY SPDR S&P 500 ETF TR3.5K shares-40.57%2025-12-312026-01-20 VOT VANGUARD INDEX FDS8.5K shares0.59%2025-12-312026-01-20 VGT VANGUARD WORLD FDS3.1K shares-2.61%2025-12-312026-01-20 BALL BALL CORP41.5K shares-2.16%2025-12-312026-01-20 UNP UNION PAC CORP9.3K shares-8.65%2025-12-312026-01-20 XLP SELECT SECTOR SPDR TR27.4K shares-10.04%2025-12-312026-01-20 IYC ISHARES TR20.3K shares-4.61%2025-12-312026-01-20 IVV ISHARES TR2.9K shares-84.21%2025-12-312026-01-20 IGV ISHARES TR18.4K shares-1.08%2025-12-312026-01-20 VTV VANGUARD INDEX FDS9.5K shares-31.17%2025-12-312026-01-20 VBR VANGUARD INDEX FDS8.4K shares-19.96%2025-12-312026-01-20 IVW ISHARES TR13.5K shares13.27%2025-12-312026-01-20 SCHX SCHWAB STRATEGIC TR61.0K shares3.99%2025-12-312026-01-20 VONE VANGUARD SCOTTSDALE FDS5.3K sharesnew addition2025-12-312026-01-20 PANW PALO ALTO NETWORKS INC8.6K shares692.07%2025-12-312026-01-20 GNRC GENERAC HLDGS INC11.3K shares-16.64%2025-12-312026-01-20 VBK VANGUARD INDEX FDS5.0K shares-12.27%2025-12-312026-01-20 NFLX NETFLIX INC16.1K shares758.72%2025-12-312026-01-20 DPZ DOMINOS PIZZA INC3.6K shares0.00%2025-12-312026-01-20 VIGI VANGUARD WHITEHALL FDS15.8K shares0.00%2025-12-312026-01-20 GXO GXO LOGISTICS INCORPORATED26.0K shares-5.51%2025-12-312026-01-20 XOM EXXON MOBIL CORP10.7K shares-45.18%2025-12-312026-01-20 IJH ISHARES TR19.3K shares-11.28%2025-12-312026-01-20 EMR EMERSON ELEC CO9.4K shares-0.96%2025-12-312026-01-20 HON HONEYWELL INTL INC6.3K shares-14.14%2025-12-312026-01-20 ZTS ZOETIS INC9.4K shares-53.45%2025-12-312026-01-20 ADP AUTOMATIC DATA PROCESSING IN4.4K shares-31.44%2025-12-312026-01-20 IYJ ISHARES TR7.6K shares1.60%2025-12-312026-01-20 DIS DISNEY WALT CO9.8K shares-38.46%2025-12-312026-01-20 UPS UNITED PARCEL SERVICE INC11.2K shares-19.64%2025-12-312026-01-20 JEPI J P MORGAN EXCHANGE TRADED19.1K shares-2.60%2025-12-312026-01-20 CSCO CISCO SYS INC14.0K shares-36.81%2025-12-312026-01-20 BMY BRISTOL-MYERS SQUIBB CO19.1K shares-2.14%2025-12-312026-01-20 AXP AMERICAN EXPRESS CO2.7K shares-2.50%2025-12-312026-01-20 AIG AMERICAN INTL GROUP INC11.4K shares-2.01%2025-12-312026-01-20 IJT ISHARES TR6.8K shares15.87%2025-12-312026-01-20 GE AEROSPACE GE AEROSPACE3.1K shares-14.33%2025-12-312026-01-20 IEFA ISHARES TR10.6K shares-83.22%2025-12-312026-01-20 JEPQ J P MORGAN EXCHANGE TRADED F15.8K shares2.01%2025-12-312026-01-20 IYH ISHARES TR14.1K shares0.31%2025-12-312026-01-20 A AGILENT TECHNOLOGIES INC6.6K shares-5.86%2025-12-312026-01-20 XLE SELECT SECTOR SPDR TR20.1K shares89.86%2025-12-312026-01-20 MMM 3M CO5.6K shares-27.96%2025-12-312026-01-20 SMH VANECK ETF TRUST2.5K shares27.48%2025-12-312026-01-20 MDY SPDR S&P MIDCAP 400 ETF TR1.5K shares0.00%2025-12-312026-01-20 GS GOLDMAN SACHS GROUP INC983 shares-59.73%2025-12-312026-01-20 SYK STRYKER CORPORATION2.4K shares-38.75%2025-12-312026-01-20 AKAM AKAMAI TECHNOLOGIES INC9.6K shares-6.59%2025-12-312026-01-20 PLTR PALANTIR TECHNOLOGIES INC4.6K shares-43.34%2025-12-312026-01-20 FDX FEDEX CORP2.7K shares-0.40%2025-12-312026-01-20 SPG SIMON PPTY GROUP INC NEW4.1K shares-12.12%2025-12-312026-01-20 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-20 IBM INTERNATIONAL BUSINESS MACHS2.5K shares-10.60%2025-12-312026-01-20 LINDE PLC LINDE PLC1.7K shares-26.30%2025-12-312026-01-20 PFE PFIZER INC28.8K shares-9.58%2025-12-312026-01-20 AB ALLIANCEBERNSTEIN HLDG L P18.5K shares-13.98%2025-12-312026-01-20 CMG CHIPOTLE MEXICAN GRILL INC19.0K shares-66.08%2025-12-312026-01-20 SLYG SPDR SER TR7.4K shares0.00%2025-12-312026-01-20 CPRT COPART INC17.6K shares-3.24%2025-12-312026-01-20 LDOS LEIDOS HOLDINGS INC3.8K shares-1.39%2025-12-312026-01-20 TYL TYLER TECHNOLOGIES INC1.4K shares-2.85%2025-12-312026-01-20 ICE INTERCONTINENTAL EXCHANGE INC4.0K shares-7.55%2025-12-312026-01-20 REGN REGENERON PHARMACEUTICALS829 shares-70.04%2025-12-312026-01-20 ET ENERGY TRANSFER L P38.7K shares-5.49%2025-12-312026-01-20 SAP SAP SE2.6K shares-30.33%2025-12-312026-01-20 CG CARLYLE GROUP INC10.5K shares0.03%2025-12-312026-01-20 MS MORGAN STANLEY3.5K shares-10.37%2025-12-312026-01-20 SCHB SCHWAB STRATEGIC TR23.4K shares-1.92%2025-12-312026-01-20 SO SOUTHERN CO7.0K shares-8.61%2025-12-312026-01-20 COP CONOCOPHILLIPS6.5K shares-21.92%2025-12-312026-01-20 SLB SCHLUMBERGER LTD15.5K shares-9.91%2025-12-312026-01-20 OKE ONEOK INC NEW8.1K shares-48.21%2025-12-312026-01-20 AUB ATLANTIC UN BANKSHARES CORP16.8K shares-4.23%2025-12-312026-01-20 GLD SPDR GOLD TR1.4K shares0.00%2025-12-312026-01-20 KMI KINDER MORGAN INC DEL20.8K shares-0.81%2025-12-312026-01-20 IWM ISHARES TR2.3K shares-27.44%2025-12-312026-01-20 MKL MARKEL GROUP INC262 shares0.00%2025-12-312026-01-20 WMB WILLIAMS COS INC9.3K shares-7.44%2025-12-312026-01-20 MU MICRON TECHNOLOGY INC1.9K shares-12.04%2025-12-312026-01-20 CSX CSX CORP15.0K shares-4.69%2025-12-312026-01-20 QCOM QUALCOMM INC3.1K shares-58.27%2025-12-312026-01-20 PM PHILIP MORRIS INTL INC3.2K shares-23.82%2025-12-312026-01-20 IYF ISHARES TR4.0K shares5.09%2025-12-312026-01-20 AMD ADVANCED MICRO DEVICES INC2.4K shares-20.84%2025-12-312026-01-20 SCHA SCHWAB STRATEGIC TR17.4K shares-0.54%2025-12-312026-01-20 MDYG SPDR SER TR5.4K shares0.00%2025-12-312026-01-20 SNA SNAP ON INC1.4K shares-4.29%2025-12-312026-01-20 MTB M & T BK CORP2.4K shares-2.83%2025-12-312026-01-20 DELL DELL TECHNOLOGIES INC3.9K shares-2.15%2025-12-312026-01-20 CITIGROUP INC CITIGROUP INC4.1K shares-18.12%2025-12-312026-01-20 AMGN AMGEN INC1.5K shares-23.53%2025-12-312026-01-20 FBT FIRST TR EXCHANGE-TRADED FD2.3K shares0.00%2025-12-312026-01-20 HEFA ISHARES TR11.1K shares-90.32%2025-12-312026-01-20 IYG ISHARES TR4.9K shares7.20%2025-12-312026-01-20 EGP EASTGROUP PPTYS INC2.5K shares-28.57%2025-12-312026-01-20 CMI CUMMINS INC868 shares-7.76%2025-12-312026-01-20 MPC MARATHON PETE CORP2.7K shares-14.18%2025-12-312026-01-20 FTCS FIRST TR EXCHANGE-TRADED FD4.7K shares0.00%2025-12-312026-01-20 NDAQ NASDAQ INC4.4K shares-66.18%2025-12-312026-01-20 MCK MCKESSON CORP516 shares1.57%2025-12-312026-01-20 LOW LOWES COS INC1.8K shares-4.05%2025-12-312026-01-20 BK BANK NEW YORK MELLON CORP3.6K shares-4.65%2025-12-312026-01-20 NEE NEXTERA ENERGY INC5.2K shares-26.65%2025-12-312026-01-20 AMAT APPLIED MATLS INC1.6K shares-6.26%2025-12-312026-01-20 CRM SALESFORCE INC1.5K shares-89.18%2025-12-312026-01-20 APH AMPHENOL CORP NEW2.9K shares-42.02%2025-12-312026-01-20 TMUS T-MOBILE US INC1.9K shares-7.47%2025-12-312026-01-20 MEDTRONIC PLC MEDTRONIC PLC4.0K shares-30.20%2025-12-312026-01-20 IHF ISHARES TR8.0K shares0.00%2025-12-312026-01-20 AAXJ ISHARES TR4.1K shares1.74%2025-12-312026-01-20 SHEL SHELL PLC5.1K shares-2.60%2025-12-312026-01-20 KLAC KLA CORP306 shares-37.30%2025-12-312026-01-20 INTU INTUIT556 shares-62.76%2025-12-312026-01-20 PSX PHILLIPS 662.8K shares-6.79%2025-12-312026-01-20 VDE VANGUARD WORLD FD2.7K shares-0.07%2025-12-312026-01-20 IWF ISHARES TR726 shares-65.92%2025-12-312026-01-20 TMP TOMPKINS FINL CORP4.7K shares0.00%2025-12-312026-01-20 PGR PROGRESSIVE CORP1.5K shares-18.09%2025-12-312026-01-20 ALL ALLSTATE CORP1.6K shares-1.69%2025-12-312026-01-20 PHO INVESCO EXCHANGE TRADED FD T4.7K shares0.00%2025-12-312026-01-20 CRWD CROWDSTRIKE HLDGS INC695 shares-12.58%2025-12-312026-01-20 FTV FORTIVE CORP5.8K shares-3.70%2025-12-312026-01-20 IWP ISHARES TR2.3K shares59.05%2025-12-312026-01-20 MC MOELIS & CO4.5K shares0.00%2025-12-312026-01-20 IEMG ISHARES INC4.6K shares-90.52%2025-12-312026-01-20 IOO ISHARES TR2.4K shares-5.36%2025-12-312026-01-20 IUSG ISHARES TR1.8K shares-57.80%2025-12-312026-01-20 GILD GILEAD SCIENCES INC2.4K shares-66.27%2025-12-312026-01-20 BSX BOSTON SCIENTIFIC CORP3.0K shares-12.99%2025-12-312026-01-20 MOAT VANECK ETF TRUST2.8K shares5.38%2025-12-312026-01-20 MGV VANGUARD WORLD FD2.0K shares0.00%2025-12-312026-01-20 IWD ISHARES TR1.3K shares-24.55%2025-12-312026-01-20 VZ VERIZON COMMUNICATIONS INC6.9K shares-5.93%2025-12-312026-01-20 NSC NORFOLK SOUTHN CORP952 shares-8.55%2025-12-312026-01-20 BKNG BOOKING HOLDINGS INC51 shares-13.56%2025-12-312026-01-20 DE DEERE & CO579 shares-31.48%2025-12-312026-01-20 AEP AMERICAN ELEC PWR CO INC2.3K shares-36.41%2025-12-312026-01-20 DSI ISHARES TR2.1K shares0.00%2025-12-312026-01-20 IWR ISHARES TR2.7K shares-19.92%2025-12-312026-01-20 IVOV VANGUARD ADMIRAL FDS INC2.6K shares0.00%2025-12-312026-01-20 T AT&T INC10.2K shares-22.36%2025-12-312026-01-20 OTIS OTIS WORLDWIDE CORP2.9K shares-17.52%2025-12-312026-01-20 YUMC YUM CHINA HLDGS INC5.3K shares0.00%2025-12-312026-01-20 UBER UBER TECHNOLOGIES INC3.1K shares-27.53%2025-12-312026-01-20 APP APPLOVIN CORP368 shares-23.65%2025-12-312026-01-20 MO ALTRIA GROUP INC4.2K shares-19.37%2025-12-312026-01-20 SCHF SCHWAB STRATEGIC TR10.3K shares-13.44%2025-12-312026-01-20 IVE ISHARES TR1.2K shares11.99%2025-12-312026-01-20 IBB ISHARES TR1.4K shares-10.13%2025-12-312026-01-20 SPGI S&P GLOBAL INC464 shares-74.56%2025-12-312026-01-20 VEA VANGUARD TAX-MANAGED FDS3.9K sharesnew addition2025-12-312026-01-20 VRTX VERTEX PHARMACEUTICALS INC517 shares-5.66%2025-12-312026-01-20 HWM HOWMET AEROSPACE INC1.1K shares-7.44%2025-12-312026-01-20 USB US BANCORP DEL4.3K shares-14.28%2025-12-312026-01-20 DHI D R HORTON INC1.6K shares-12.05%2025-12-312026-01-20 CVS CVS HEALTH CORP2.9K shares-5.66%2025-12-312026-01-20 TXN TEXAS INSTRS INC1.3K shares-17.18%2025-12-312026-01-20 FE FIRSTENERGY CORP5.1K shares-44.74%2025-12-312026-01-20 CEG CONSTELLATION ENERGY CORP649 shares-39.96%2025-12-312026-01-20 NEM NEWMONT CORP2.3K shares-4.18%2025-12-312026-01-20 JCI JOHNSON CTLS INTL PLC1.9K sharesnew addition2025-12-312026-01-20 SCHW SCHWAB CHARLES CORP2.3K shares-19.61%2025-12-312026-01-20 GOOD GLADSTONE COMMERCIAL CORP20.5K shares0.00%2025-12-312026-01-20 DAL DELTA AIR LINES INC DEL3.1K sharesnew addition2025-12-312026-01-20 BXSL BLACKSTONE SECD LENDING FD8.0K shares0.00%2025-12-312026-01-20 FRPT FRESHPET INC3.5K sharesnew addition2025-12-312026-01-20 SDY SPDR SER TR1.6K shares0.00%2025-12-312026-01-20 HCA HCA HEALTHCARE INC460 shares-6.12%2025-12-312026-01-20 IQV IQVIA HLDGS INC940 sharesnew addition2025-12-312026-01-20 PLD PROLOGIS INC.1.7K sharesnew addition2025-12-312026-01-20 ZS ZSCALER INC925 sharesnew addition2025-12-312026-01-20 TSM TAIWAN SEMICONDUCTOR MFG LTD679 shares-78.13%2025-12-312026-01-20 IGPT INVESCO EXCHANGE TRADED FD T3.5K sharesnew addition2025-12-312026-01-20 IWB ISHARES TR553 shares-81.97%2025-12-312026-01-20 COOPER COS INC COOPER COS INC2.5K sharesnew addition2025-12-312026-01-20 WELL WELLTOWER INC1.1K shares-9.75%2025-12-312026-01-20 INTZ INTRUSION INC158.9K shares352.03%2025-12-312026-01-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available