Tritonpoint Wealth, LLC Incresed Positions in Q4 2024

Tritonpoint Wealth, LLC

  • $1.1 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
2.73K
+ 1.91%
$163.08 - $198.16 $445K - $541K
146K $27.8B
VUG
Vanguard Growth ETF

ETFs
1.58K
+ 2.05%
$378.79 - $428.11 $597K - $675K
78.3K $32.2B
UPS
United Parcel Service Inc

Industrials
18.4K
+ 40.08%
$122.65 - $138.35 $2.25M - $2.54M
64.1K $8.09B
IYW
Ishares Dj Us Tech ETF

ETFs
5.46K
+ 5.12%
$148.14 - $166.23 $808K - $907K
112K $17.9B
AVGO
Broadcom Inc.

Technology
2.1K
+ 17.25%
$159.67 - $250.0 $336K - $526K
14.3K $3.31B
CRM
Salesforce, Inc.

Technology
392
+ 2.7%
$270.87 - $367.87 $106K - $144K
14.9K $5B
BX
Blackstone Inc.

Financial Services
980
+ 2.94%
$148.45 - $199.05 $145K - $195K
34.3K $5.91B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
336
+ 0.82%
$521.84 - $558.82 $175K - $188K
41.2K $22.2B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.2K
+ 3.25%
$55.73 - $66.16 $178K - $212K
102K $6.13B
META
Meta Platforms, Inc.

Communication Services
334
+ 4.59%
$554.08 - $632.68 $185K - $211K
7.62K $4.46B
PLTR
Palantir Technologies Inc.

Technology
132
+ 1.89%
$36.46 - $82.38 $4.81K - $10.9K
7.1K $537M
VTI
Vanguard Total Stock Market Et

ETFs
514
+ 3.69%
$280.04 - $302.45 $144K - $155K
14.4K $4.19B
NOW
Service Now, Inc.

Technology
113
+ 17.02%
$867.18 - $1148.42 $98K - $130K
777 $823M
BMY
Bristol Myers Squibb CO

Healthcare
1.72K
+ 6.94%
$51.92 - $59.94 $89.3K - $103K
26.5K $1.5B
GS
Goldman Sachs Group Inc

Financial Services
121
+ 5.88%
$486.1 - $608.57 $58.8K - $73.6K
2.18K $1.25B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.42K
+ 4.8%
$113.92 - $127.38 $276K - $308K
52.9K $6.09B
PNC
Pnc Financial Services Group, Inc.

Financial Services
288
+ 2.06%
$178.39 - $215.0 $51.4K - $61.9K
14.3K $2.76B
IWF
Ishares Russell 1000 Gr ETF

ETFs
220
+ 7.11%
$370.24 - $418.94 $81.5K - $92.2K
3.32K $1.33B
EMR
Emerson Electric CO

Industrials
320
+ 3.54%
$108.13 - $134.33 $34.6K - $43K
9.37K $1.16B
VGT
Vanguard Information Technolog

ETFs
92
+ 3.62%
$571.78 - $647.97 $52.6K - $59.6K
2.63K $1.64B
VO
Vanguard Mid Cap ETF

ETFs
540
+ 14.0%
$261.5 - $284.63 $141K - $154K
4.4K $1.16B
ETR
Entergy Corp

Utilities
6.21K
+ 105.45%
$73.19 - $156.4 $455K - $972K
12.1K $918M
ADP
Automatic Data Processing Inc

Industrials
48
+ 0.75%
$280.08 - $307.97 $13.4K - $14.8K
6.49K $1.91B
VOT
Vanguard Mid Cap Growth Index

ETFs
29
+ 0.25%
$241.48 - $274.89 $7K - $7.97K
11.5K $2.91B
KMI
Kinder Morgan, Inc.

Energy
209
+ 1.02%
$22.59 - $28.54 $4.72K - $5.96K
20.8K $569M
MS
Morgan Stanley

Financial Services
398
+ 13.27%
$104.42 - $134.99 $41.6K - $53.7K
3.4K $427M
ABT
Abbott Laboratories

Healthcare
642
+ 1.13%
$111.93 - $119.39 $71.9K - $76.6K
57.3K $6.49B
COP
Conocophillips

Energy
1.45K
+ 22.59%
$95.12 - $114.72 $138K - $166K
7.87K $780M
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
SCHX
Schwab Strategic Tr Us Large C

ETFs
61.9K
+ 199.83%
$22.4 - $68.28 $1.39M - $4.23M
92.9K $2.15B
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
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
Track This Portfolio

Track Tritonpoint Wealth, LLC Portfolio

Follow Tritonpoint Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tritonpoint Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tritonpoint Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email