Tritonpoint Wealth, LLC Sells in Q4 2025

Tritonpoint Wealth, LLC

  • $986 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-19K
- 22.99%
$496.82 - $542.07 $9.42M - $10.3M
63.5K $30.7B
IVV
Ishares Core S&P 500 ETF

ETFs
-15.5K
- 84.21%
$656.2 - $690.71 $10.2M - $10.7M
2.9K $1.99B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-14.7K
- 36.13%
$600.51 - $631.95 $8.81M - $9.28M
25.9K $16.3B
ORCL
Oracle Corp

Technology
-11K
- 32.94%
$217.57 - $313.0 $2.39M - $3.43M
22.3K $4.35B
IEFA
Ishares Tr

ETFs
-52.4K
- 83.22%
$86.09 - $89.88 $4.51M - $4.71M
10.6K $945M
HEFA
Ishares Currency Hedged Msci E

ETFs
-104K
- 90.32%
$39.63 - $41.86 $4.11M - $4.34M
11.1K $460M
AAPL
Apple Inc.

Technology
-39.5K
- 10.11%
$245.27 - $275.25 $9.69M - $10.9M
351K $95.5B
HD
Home Depot, Inc.

Consumer Cyclical
-6.47K
- 32.71%
$358.03 - $397.02 $2.32M - $2.57M
13.3K $4.58B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-28.8K
- 17.41%
$55.57 - $63.17 $1.6M - $1.82M
137K $7.43B
CRM
Salesforce, Inc.

Technology
-12.4K
- 89.18%
$235.69 - $263.41 $2.93M - $3.27M
1.51K $400M
NVDA
Nvidia Corp

Technology
-15.2K
- 16.48%
$179.83 - $207.04 $2.74M - $3.15M
77.2K $14.4B
VTI
Vanguard Total Stock Market Et

ETFs
-7.59K
- 46.42%
$321.8 - $337.95 $2.44M - $2.56M
8.76K $2.94B
V
Visa Inc.

Financial Services
-8.52K
- 13.79%
$325.75 - $352.42 $2.78M - $3M
53.3K $18.7B
BNL
Broadstone Net Lease, Inc.

Real Estate
-105K
- 12.48%
$17.75 - $18.83 $1.86M - $1.97M
736K $13B
JPM
Jpmorgan Chase & CO

Financial Services
-8.52K
- 9.03%
$294.11 - $320.41 $2.5M - $2.73M
85.7K $27.6B
EOG
Eog Resources Inc

Energy
-14.8K
- 27.28%
$105.0 - $111.92 $1.56M - $1.66M
39.6K $4.15B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-16.6K
- 35.68%
$114.27 - $121.15 $1.89M - $2.01M
29.9K $3.59B
META
Meta Platforms, Inc.

Communication Services
-1.82K
- 21.49%
$609.01 - $751.67 $1.11M - $1.36M
6.63K $4.38B
AVGO
Broadcom Inc.

Technology
-5.86K
- 40.78%
$324.63 - $385.98 $1.9M - $2.26M
8.51K $2.95B
ZTS
Zoetis Inc.

Healthcare
-10.8K
- 53.45%
$118.8 - $147.53 $1.28M - $1.59M
9.38K $1.18B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.21K
- 18.54%
$475.68 - $513.11 $1.52M - $1.64M
14.1K $7.08B
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.38K
- 40.57%
$653.02 - $687.39 $1.55M - $1.64M
3.49K $2.38B
COST
Costco Wholesale Corp

Consumer Defensive
-1.25K
- 18.68%
$910.94 - $954.99 $1.14M - $1.2M
5.45K $4.7B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-37K
- 66.08%
$29.81 - $42.36 $1.1M - $1.57M
19K $703M
IYW
Ishares Dj Us Tech ETF

ETFs
-9.29K
- 8.75%
$192.8 - $211.27 $1.79M - $1.96M
96.9K $19.3B
MA
Mastercard Inc

Financial Services
-2.6K
- 8.97%
$536.85 - $580.45 $1.39M - $1.51M
26.3K $15B
WMT
Walmart Inc.

Consumer Defensive
-23.5K
- 16.71%
$101.18 - $109.03 $2.38M - $2.56M
117K $13.1B
XLF
Financial Sector Spdr

ETFs
-28.6K
- 12.99%
$51.76 - $53.77 $1.48M - $1.54M
191K $10.5B
Blackrock Inc
-699
- 12.25%
N/A
5.01K $5.36B
CVX
Chevron Corp

Energy
-7.37K
- 14.47%
$148.9 - $157.72 $1.1M - $1.16M
43.6K $6.64B
BA
Boeing CO

Industrials
-5.95K
- 12.63%
$191.81 - $225.32 $1.14M - $1.34M
41.2K $8.94B
UNH
Unitedhealth Group Inc

Healthcare
-2.99K
- 23.0%
$320.52 - $369.92 $959K - $1.11M
10K $3.31B
TSLA
Tesla, Inc.

Consumer Cyclical
-2.6K
- 32.64%
$401.99 - $468.37 $1.04M - $1.22M
5.36K $2.41B
LHX
L3 Harris Technologies, Inc.

Industrials
-3.12K
- 19.13%
$283.87 - $306.76 $885K - $957K
13.2K $3.87B
GS
Goldman Sachs Group Inc

Financial Services
-1.46K
- 59.73%
$744.6 - $838.97 $1.09M - $1.22M
983 $864M
PG
Procter & Gamble CO

Consumer Defensive
-4.82K
- 15.1%
$145.5 - $153.18 $701K - $738K
27.1K $3.88B
MAR
Marriott International Inc

Consumer Cyclical
-5.87K
- 35.85%
$259.04 - $291.9 $1.52M - $1.71M
10.5K $3.26B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-1.94K
- 70.04%
$557.73 - $694.99 $1.08M - $1.35M
829 $640M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-2.51K
- 81.97%
$358.39 - $376.54 $901K - $947K
553 $207M
XOM
Exxon Mobil Corp

Energy
-8.8K
- 45.18%
$110.64 - $119.78 $974K - $1.05M
10.7K $1.29B
GD
General Dynamics Corp

Industrials
-2.54K
- 78.79%
$330.59 - $353.77 $841K - $900K
685 $231M
SBUX
Starbucks Corp

Consumer Cyclical
-8.98K
- 12.15%
$78.46 - $87.26 $704K - $783K
64.9K $5.46B
Brookfield Asset Managmt LTD
-8.45K
- 11.67%
N/A
64K $3.35B
VTV
Vanguard Value ETF

ETFs
-4.3K
- 31.17%
$182.87 - $189.72 $786K - $815K
9.49K $1.81B
ADP
Automatic Data Processing Inc

Industrials
-2.04K
- 31.44%
$250.9 - $292.94 $511K - $597K
4.45K $1.15B
NDAQ
Nasdaq, Inc.

Financial Services
-8.66K
- 66.18%
$85.42 - $91.4 $739K - $791K
4.42K $430M
GNRC
Generac Holdings Inc.

Industrials
-2.25K
- 16.64%
$151.21 - $195.77 $341K - $441K
11.3K $1.54B
DIS
Walt Disney CO

Communication Services
-6.11K
- 38.46%
$105.69 - $116.65 $646K - $713K
9.79K $1.12B
QCOM
Qualcomm Inc

Technology
-4.28K
- 58.27%
$153.59 - $187.68 $658K - $804K
3.07K $525M
Activity Summary
Buys All Purchases 41 New Holdings 11 Increased Positions 30 Sells All Sells 208 Reductions 208 Sold out 0 Options Calls 0 Puts 0
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