Tritonpoint Wealth, LLC Reduced Holdings in Q4 2024

Tritonpoint Wealth, LLC

  • $1.1 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DHR
Danaher Corp

Healthcare
-466
- 0.58%
$226.16 - $274.52 $105K - $128K
80.4K $18.5B
BNL
Broadstone Net Lease, Inc.

Real Estate
-31.1K
- 2.98%
$15.86 - $18.7 $494K - $582K
1.02M $16.4B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-8.42K
- 5.06%
$59.25 - $72.99 $499K - $614K
158K $9.52B
BA
Boeing CO

Industrials
-19.5K
- 29.05%
$138.14 - $180.72 $2.69M - $3.52M
47.6K $8.42B
JNJ
Johnson & Johnson

Healthcare
-3.86K
- 4.39%
$143.34 - $165.86 $553K - $640K
84.1K $12.2B
MRK
Merck & Co., Inc.

Healthcare
-890
- 0.81%
$96.31 - $114.76 $85.7K - $102K
110K $11B
ZTS
Zoetis Inc.

Healthcare
-2.21K
- 6.29%
$162.24 - $194.42 $359K - $430K
33K $5.37B
PEP
Pepsico Inc

Consumer Defensive
-3.09K
- 5.53%
$151.29 - $176.1 $468K - $544K
52.8K $8.11B
UNH
Unitedhealth Group Inc

Healthcare
-364
- 2.48%
$485.52 - $625.25 $177K - $228K
14.3K $7.25B
LMT
Lockheed Martin Corp

Industrials
-886
- 10.25%
$479.66 - $614.62 $425K - $545K
7.76K $3.77B
GXO
Gxo Logistics, Inc.

Industrials
-5.38K
- 6.67%
$41.93 - $63.02 $226K - $339K
75.4K $3.28B
CL
Colgate Palmolive CO

Consumer Defensive
-1.05K
- 1.77%
$90.22 - $102.31 $94.8K - $108K
58.4K $5.31B
CB
Chubb LTD

Financial Services
-1.22K
- 3.43%
$271.57 - $301.89 $332K - $369K
34.4K $9.55B
KO
Coca Cola CO

Consumer Defensive
-2.79K
- 4.93%
$61.74 - $71.71 $172K - $200K
53.8K $3.35B
MSFT
Microsoft Corp

Technology
-422
- 0.5%
$406.35 - $454.46 $171K - $192K
83.7K $35.3B
SLB
Schlumberger Limited

Energy
-14.6K
- 40.55%
$36.83 - $45.59 $538K - $666K
21.4K $828M
HD
Home Depot, Inc.

Consumer Cyclical
-1.2K
- 5.5%
$385.02 - $431.37 $461K - $517K
20.6K $8.01B
WING
Wingstop Inc.

Consumer Cyclical
-386
- 8.68%
$281.09 - $422.95 $109K - $163K
4.06K $1.15B
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-3.37K
- 2.09%
$30.42 - $36.45 $102K - $123K
158K $5.01B
NVO
Novo Nordisk A S

Healthcare
-686
- 4.22%
$85.0 - $120.04 $58.3K - $82.3K
15.6K $1.34B
BALL
Ball Corp

Consumer Cyclical
-27
- 0.06%
$54.84 - $67.94 $1.48K - $1.83K
47.8K $2.63B
IEFA
Ishares Tr

ETFs
-652
- 0.99%
$70.06 - $77.43 $45.7K - $50.5K
65.2K $4.58B
ADI
Analog Devices Inc

Technology
-692
- 3.37%
$206.35 - $236.48 $143K - $164K
19.9K $4.22B
DOV
Dover Corp

Industrials
-668
- 0.87%
$184.72 - $206.51 $123K - $138K
76.3K $14.3B
EOG
Eog Resources Inc

Energy
-4.16K
- 6.25%
$118.22 - $136.54 $492K - $569K
62.5K $7.66B
SBUX
Starbucks Corp

Consumer Cyclical
-196
- 0.26%
$87.44 - $102.5 $17.1K - $20.1K
75.3K $6.87B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-847
- 5.08%
$442.29 - $483.08 $375K - $409K
15.8K $7.18B
PG
Procter & Gamble CO

Consumer Defensive
-1.43K
- 4.27%
$161.05 - $179.7 $231K - $258K
32.1K $5.39B
ECL
Ecolab Inc.

Basic Materials
-9
- 0.05%
$234.32 - $261.43 $2.11K - $2.35K
19.5K $4.57B
CAT
Caterpillar Inc

Industrials
-142
- 1.33%
$360.37 - $416.88 $51.2K - $59.2K
10.6K $3.83B
CSTL
Castle Biosciences Inc

Healthcare
-10K
- 17.66%
$26.52 - $34.67 $265K - $347K
46.6K $1.24B
ORCL
Oracle Corp

Technology
-1.4K
- 2.92%
$165.41 - $192.43 $232K - $270K
46.7K $7.78B
YUM
Yum Brands Inc

Consumer Cyclical
-200
- 0.43%
$130.36 - $139.54 $26.1K - $27.9K
46.3K $6.21B
XOM
Exxon Mobil Corp

Energy
-825
- 3.91%
$105.51 - $125.37 $87K - $103K
20.3K $2.18B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.14K
- 16.1%
$61.68 - $67.87 $255K - $281K
21.6K $1.34B
MBB
Ishares Tr

ETFs
-957
- 2.58%
$91.26 - $95.82 $87.3K - $91.7K
36.1K $3.31B
NSC
Norfolk Southern Corp

Industrials
-969
- 48.91%
$230.6 - $277.0 $223K - $268K
1.01K $238M
RTX
Raytheon Technologies Corp

Industrials
-589
- 1.54%
$114.45 - $127.21 $67.4K - $74.9K
37.7K $4.36B
NKE
Nike, Inc.

Consumer Cyclical
-1.8K
- 24.37%
$73.36 - $89.13 $132K - $160K
5.57K $424M
ADBE
Adobe Inc.

Technology
-205
- 11.2%
$437.39 - $552.96 $89.7K - $113K
1.63K $723M
GD
General Dynamics Corp

Industrials
-304
- 8.36%
$260.28 - $314.03 $79.1K - $95.5K
3.33K $878M
XLP
Consumer Staples Sector Spdr

ETFs
-755
- 2.38%
N/A
31K $2.44B
ACN
Accenture PLC

Technology
-788
- 1.83%
$343.9 - $376.86 $271K - $297K
42.2K $14.9B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-655
- 5.73%
$87.1 - $98.49 $57.1K - $64.5K
10.8K $941M
UNP
Union Pacific Corp

Industrials
-48
- 0.45%
$223.15 - $249.32 $10.7K - $12K
10.6K $2.42B
AKAM
Akamai Technologies Inc

Technology
-626
- 3.02%
N/A
20.1K $1.92B
XLE
Energy Sector Spdr

ETFs
-1.34K
- 3.22%
$83.32 - $97.27 $112K - $131K
40.4K $3.46B
UL
Unilever PLC

Consumer Defensive
-1.47K
- 14.13%
$56.7 - $64.64 $83.6K - $95.3K
8.96K $508M
QCOM
Qualcomm Inc

Technology
-298
- 3.87%
$150.4 - $178.04 $44.8K - $53.1K
7.41K $1.14B
Activity Summary
Buys All Purchases 128 New Holdings 21 Increased Positions 107 Sells All Sells 162 Reductions 162 Sold out 0 Options Calls 0 Puts 0
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