Tritonpoint Wealth, LLC Purchases in Q4 2024

Tritonpoint Wealth, LLC

  • $1.1 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PM
Philip Morris International Inc.

Consumer Defensive
765
+ 37.57%
$118.38 - $133.06 $90.6K - $102K
2.8K $341M
GILD
Gilead Sciences, Inc.

Healthcare
381
+ 6.47%
$83.95 - $97.9 $32K - $37.3K
6.27K $579M
WMB
Williams Companies, Inc.

Energy
12
+ 0.13%
$46.37 - $59.74 $556 - $717
9.53K $516M
IWV
Ishares Russell 3000 ETF

ETFs
202
+ 24.66%
$323.08 - $349.08 $65.3K - $70.5K
1.02K $341M
AXP
American Express CO

Financial Services
20
+ 0.75%
$267.35 - $305.57 $5.35K - $6.11K
2.68K $797M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
40
+ 1.28%
$172.07 - $207.36 $6.88K - $8.29K
3.16K $626M
AJG
Arthur J. Gallagher & Co.

Financial Services
193
+ 6.54%
$278.49 - $315.16 $53.7K - $60.8K
3.15K $893M
TRGP
Targa Resources Corp.

Energy
115
+ 8.03%
$150.58 - $207.69 $17.3K - $23.9K
1.55K $276M
DE
Deere & CO

Industrials
139
+ 25.79%
$389.45 - $466.0 $54.1K - $64.8K
678 $288M
SASR
Sandy Spring Bancorp Inc

Financial Services
302
+ 1.52%
$30.44 - $38.71 $9.19K - $11.7K
20.1K $678M
NDAQ
Nasdaq, Inc.

Financial Services
6
+ 0.05%
$70.87 - $83.05 $425 - $498
12.1K $938M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
470
+ 1.02%
$126.68 - $134.74 $59.5K - $63.3K
46.4K $5.93B
IWD
Ishares Russell 1000 Val ETF

ETFs
327
+ 14.6%
$183.23 - $199.79 $59.9K - $65.3K
2.57K $475M
FISV
Fiserv Inc

Technology
2
+ 0.12%
N/A
1.72K $353M
MKL
Markel Corp

Financial Services
1
+ 0.38%
$1542.01 - $1785.11 $1.54K - $1.79K
261 $450M
RSG
Republic Services, Inc.

Industrials
182
+ 5.95%
$198.0 - $218.75 $36K - $39.8K
3.24K $652M
BSX
Boston Scientific Corp

Healthcare
279
+ 10.11%
$83.62 - $91.5 $23.3K - $25.5K
3.04K $271M
MTB
M&T Bank Corp

Financial Services
5
+ 0.17%
$172.48 - $221.95 $862 - $1.11K
2.98K $561M
VB
Vanguard Small Cap ETF

ETFs
83
+ 1.19%
$233.76 - $261.58 $19.4K - $21.7K
7.07K $1.7B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
63
+ 4.0%
$563.99 - $620.12 $35.5K - $39.1K
1.64K $936M
JEPI
J P Morgan Exchange Traded Fd

ETFs
939
+ 7.1%
$57.53 - $60.83 $54K - $57.1K
14.2K $821M
IWR
Ishares Russell Mid Cap ETF

ETFs
366
+ 12.04%
$87.25 - $95.52 $31.9K - $35K
3.41K $301M
TMUS
T Mobile Us, Inc.

Communication Services
8
+ 0.4%
$206.1 - $246.94 $1.65K - $1.98K
2K $441M
JKHY
Henry Jack & Associates Inc

Technology
190
+ 15.45%
$171.12 - $186.18 $32.5K - $35.4K
1.42K $249M
T
At&T Inc.

Communication Services
1.01K
+ 10.66%
$21.22 - $23.88 $21.5K - $24.2K
10.5K $240M
TIP
Ishares Tr Tips Bd ETF

ETFs
572
+ 7.52%
$106.33 - $110.69 $60.8K - $63.3K
8.18K $872M
PGR
Progressive Corp

Financial Services
194
+ 12.84%
$239.6 - $268.88 $46.5K - $52.2K
1.71K $409M
CMI
Cummins Inc

Industrials
21
+ 2.36%
$324.93 - $383.42 $6.82K - $8.05K
911 $317M
USB
Us Bancorp \De\

Financial Services
230
+ 4.93%
$43.98 - $53.66 $10.1K - $12.3K
4.89K $236M
IWB
Ishares Tr Russell 1000 ETF

ETFs
11
+ 0.52%
$311.11 - $335.64 $3.42K - $3.69K
2.14K $689M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.2K
+ 147.91%
$18.41 - $40.87 $133K - $294K
12.1K $223M
IWM
Ishares Russell 2000 ETF

ETFs
90
+ 2.68%
$216.13 - $242.4 $19.5K - $21.8K
3.44K $761M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
276
+ 3.2%
$100.24 - $101.35 $27.7K - $28K
8.91K $896M
VIG
Vanguard Dividend Appreciation

ETFs
122
+ 6.53%
N/A
1.99K $390M
APH
Amphenol Corp

Technology
46
+ 1.27%
$62.07 - $75.35 $2.86K - $3.47K
3.67K $256M
SPG
Simon Property Group Inc

Real Estate
7
+ 0.18%
$167.23 - $183.84 $1.17K - $1.29K
3.81K $656M
PWR
Quanta Services, Inc.

Industrials
1
+ 0.11%
$296.05 - $346.6 $296 - $347
899 $284M
SYK
Stryker Corp

Healthcare
40
+ 1.01%
$345.14 - $392.15 $13.8K - $15.7K
4.01K $1.45B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
15.7K
+ 200.01%
$22.01 - $66.82 $346K - $1.05M
23.6K $536M
AEP
American Electric Power CO Inc

Utilities
460
+ 15.33%
$90.91 - $102.21 $41.8K - $47K
3.46K $319M
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.64K
+ 104.36%
$25.33 - $51.16 $244K - $493K
18.9K $488M
PAYX
Paychex Inc

Industrials
3
+ 0.19%
$135.86 - $148.73 $408 - $446
1.62K $227M
ETN
Eaton Corp PLC

Industrials
26
+ 2.67%
$326.96 - $377.52 $8.5K - $9.82K
999 $332M
TRV
Travelers Companies, Inc.

Financial Services
29
+ 3.16%
$225.97 - $266.66 $6.55K - $7.73K
948 $228M
KLAC
Kla Corp

Technology
89
+ 27.38%
$614.46 - $829.55 $54.7K - $73.8K
414 $261M
GE
General Electric CO

Industrials
279
+ 12.96%
$159.95 - $194.23 $44.6K - $54.2K
2.43K $406M
LOW
Lowes Companies Inc

Consumer Cyclical
118
+ 8.97%
$244.52 - $284.07 $28.9K - $33.5K
1.43K $354M
TYL
Tyler Technologies Inc

Technology
6
+ 0.38%
$576.64 - $635.69 $3.46K - $3.81K
1.6K $924M
SPGI
S&P Global Inc.

Financial Services
51
+ 2.95%
$480.36 - $529.17 $24.5K - $27K
1.78K $888M
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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