Tritonpoint Wealth, LLC Incresed Positions in Q1 2025

Tritonpoint Wealth, LLC

  • $1.05 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LHX
L3 Harris Technologies, Inc.

Industrials
15K
+ 1270.56%
$194.65 - $222.86 $2.92M - $3.35M
16.2K $3.39B
ADBE
Adobe Inc.

Technology
8.33K
+ 512.86%
$377.84 - $464.11 $3.15M - $3.87M
9.96K $3.82B
VUG
Vanguard Growth ETF

ETFs
13.7K
+ 17.49%
$369.1 - $427.61 $5.06M - $5.86M
92K $34.1B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
37K
+ 197.51%
$44.41 - $45.98 $1.64M - $1.7M
55.7K $2.55B
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.24K
+ 2.68%
$56.12 - $68.15 $238K - $289K
162K $11.1B
NOW
Service Now, Inc.

Technology
2.19K
+ 281.47%
$783.83 - $1170.39 $1.71M - $2.56M
2.96K $2.36B
XLV
Select Sector Spdr Fund Health

ETFs
6.63K
+ 12.0%
$137.61 - $149.68 $912K - $992K
61.9K $9.03B
CVX
Chevron Corp

Energy
1.88K
+ 3.8%
$146.71 - $167.97 $275K - $315K
51.2K $8.57B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
248
+ 1.57%
$442.66 - $534.52 $110K - $133K
16.1K $8.57B
ABT
Abbott Laboratories

Healthcare
39
+ 0.07%
$111.1 - $140.22 $4.33K - $5.47K
57.4K $7.61B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
18.9K
+ 25.57%
$49.78 - $53.19 $942K - $1.01M
93K $4.75B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
7.85K
+ 88.12%
$100.59 - $103.47 $790K - $812K
16.8K $1.73B
RTX
Raytheon Technologies Corp

Industrials
895
+ 2.38%
$114.1 - $135.66 $102K - $121K
38.6K $5.11B
VO
Vanguard Mid Cap ETF

ETFs
2.91K
+ 66.11%
$251.87 - $277.95 $732K - $808K
7.3K $1.89B
SBUX
Starbucks Corp

Consumer Cyclical
962
+ 1.28%
$91.75 - $115.81 $88.3K - $111K
76.2K $7.48B
AES
Aes Corp

Utilities
59.8K
+ 19.49%
$9.93 - $13.23 $594K - $791K
367K $4.55B
VB
Vanguard Small Cap ETF

ETFs
3.19K
+ 45.04%
$217.89 - $252.64 $694K - $805K
10.3K $2.27B
ABBV
Abb Vie Inc.

Healthcare
830
+ 7.3%
$169.2 - $216.66 $140K - $180K
12.2K $2.56B
EOG
Eog Resources Inc

Energy
1.3K
+ 2.07%
$120.54 - $138.05 $156K - $179K
63.8K $8.18B
EPD
Enterprise Products Partners L.P.

Energy
2.58K
+ 2.56%
$31.75 - $34.14 $81.8K - $87.9K
103K $3.53B
LLY
Eli Lilly & CO

Healthcare
70
+ 1.67%
$725.72 - $929.72 $50.8K - $65.1K
4.25K $3.51B
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.8K
+ 33.86%
$56.17 - $59.71 $270K - $287K
19K $1.08B
MCD
Mcdonalds Corp

Consumer Cyclical
49
+ 0.48%
$279.74 - $321.29 $13.7K - $15.7K
10.3K $3.23B
COST
Costco Wholesale Corp

Consumer Defensive
44
+ 0.63%
$890.62 - $1076.86 $39.2K - $47.4K
6.97K $6.6B
MMM
3 M CO

Industrials
717
+ 10.04%
$129.7 - $155.12 $93K - $111K
7.86K $1.15B
CL
Colgate Palmolive CO

Consumer Defensive
485
+ 0.83%
$85.68 - $97.5 $41.6K - $47.3K
58.9K $5.51B
AJG
Arthur J. Gallagher & Co.

Financial Services
41
+ 1.3%
$275.89 - $345.24 $11.3K - $14.2K
3.19K $1.1B
XLI
Industrial Sector Spdr

ETFs
1.88K
+ 2.66%
$128.78 - $141.67 $242K - $267K
72.6K $9.51B
BMY
Bristol Myers Squibb CO

Healthcare
1.27K
+ 4.79%
$53.9 - $63.11 $68.5K - $80.1K
27.8K $1.69B
UNP
Union Pacific Corp

Industrials
422
+ 3.97%
$225.21 - $254.42 $95K - $107K
11.1K $2.61B
MUB
Ishares National Muni Bond ETF

ETFs
1.8K
+ 50.28%
$104.71 - $107.69 $188K - $193K
5.37K $566M
VTV
Vanguard Value ETF

ETFs
792
+ 6.14%
$167.73 - $179.21 $133K - $142K
13.7K $2.36B
GILD
Gilead Sciences, Inc.

Healthcare
407
+ 6.5%
$89.14 - $117.41 $36.3K - $47.8K
6.67K $748M
RSG
Republic Services, Inc.

Industrials
103
+ 3.18%
$200.09 - $242.16 $20.6K - $24.9K
3.35K $810M
MDT
Medtronic PLC

Healthcare
1.12K
+ 20.1%
$79.84 - $94.5 $89.3K - $106K
6.68K $605M
PM
Philip Morris International Inc.

Consumer Defensive
294
+ 10.5%
$117.15 - $158.79 $34.4K - $46.7K
3.1K $495M
NFLX
Netflix Inc

Communication Services
81
+ 4.44%
$828.4 - $1058.6 $67.1K - $85.7K
1.91K $1.78B
ETR
Entergy Corp

Utilities
378
+ 3.12%
$75.26 - $87.89 $28.4K - $33.2K
12.5K $1.07B
Linde PLC
98
+ 4.88%
N/A
2.11K $982M
GE
General Electric CO

Industrials
242
+ 9.95%
$168.59 - $212.13 $40.8K - $51.3K
2.67K $536M
ICE
Intercontinental Exchange, Inc.

Financial Services
183
+ 4.46%
$142.8 - $176.36 $26.1K - $32.3K
4.29K $740M
T
At&T Inc.

Communication Services
2.37K
+ 22.49%
$21.56 - $28.28 $51K - $66.9K
12.9K $365M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3
+ 0.0%
$73.78 - $76.59 $221 - $230
64.8K $4.96B
AMGN
Amgen Inc

Healthcare
99
+ 5.73%
$258.59 - $327.36 $25.6K - $32.4K
1.83K $569M
TMUS
T Mobile Us, Inc.

Communication Services
99
+ 4.96%
$211.3 - $272.83 $20.9K - $27K
2.1K $559M
PLTR
Palantir Technologies Inc.

Technology
534
+ 7.52%
$64.98 - $124.62 $34.7K - $66.5K
7.63K $644M
C
Citigroup Inc

Financial Services
1.48K
+ 50.96%
$67.23 - $84.63 $99.7K - $126K
4.39K $312M
IBM
International Business Machines Corp

Technology
173
+ 8.25%
$217.4 - $264.74 $37.6K - $45.8K
2.27K $564M
CSCO
Cisco Systems, Inc.

Technology
702
+ 3.8%
$58.74 - $64.87 $41.2K - $45.5K
19.2K $1.18B
Activity Summary
Buys All Purchases 166 New Holdings 12 Increased Positions 154 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
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