Tritonpoint Wealth, LLC Portfolio Holdings by Sector
Tritonpoint Wealth, LLC
- $1.05 Trillion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VUG VOO IYW XLF IVV XLI XLV XLK 101 stocks |
$260 Million
25.48% of portfolio
|
33
|
46
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$87.6 Million
8.59% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$50.6 Million
4.96% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL ADBE CHKP AKAM PLTR CRWD 7 stocks |
$47.9 Million
4.7% of portfolio
|
4
|
3
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA COF AXP 4 stocks |
$47.6 Million
4.67% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BAC C EWBC 5 stocks |
$37.5 Million
3.67% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$34.2 Million
3.35% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ MRK LLY ABBV BMY PFE GILD AMGN 8 stocks |
$32.7 Million
3.2% of portfolio
|
6
|
2
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR TMO A CSTL 4 stocks |
$27.8 Million
2.73% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX YUM CMG MCD DPZ WING YUMC 7 stocks |
$26.2 Million
2.57% of portfolio
|
3
|
4
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA RTX LMT LHX GD 5 stocks |
$21.1 Million
2.07% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
DOV PH GNRC EMR GE ROP OTIS CMI 9 stocks |
$20.6 Million
2.02% of portfolio
|
6
|
3
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA ADI AVGO QCOM TSM TXN AMD MU 9 stocks |
$20.1 Million
1.97% of portfolio
|
8
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$19.3 Million
1.89% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
XPO UPS GXO FDX CHRW 5 stocks |
$18.5 Million
1.82% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
BNL WPC GOOD 3 stocks |
$17.2 Million
1.69% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$14.9 Million
1.46% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX LULU ROST 3 stocks |
$12.4 Million
1.22% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CB PGR MKL ALL TRV 5 stocks |
$12 Million
1.18% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$11.8 Million
1.16% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
CL PG UL 3 stocks |
$11.3 Million
1.1% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM NOW SNOW SAP INTU TYL UBER 7 stocks |
$11.1 Million
1.09% of portfolio
|
5
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$11.1 Million
1.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$10.9 Million
1.07% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT SYK MDT STE BSX EW 6 stocks |
$10.8 Million
1.06% of portfolio
|
6
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B AIG BRK-A 3 stocks |
$10.3 Million
1.01% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
AES BIP SRE 3 stocks |
$9.49 Million
0.93% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EOG COP 2 stocks |
$9.04 Million
0.89% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
CME SPGI NDAQ ICE 4 stocks |
$8.71 Million
0.85% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$7.94 Million
0.78% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS 2 stocks |
$7.65 Million
0.75% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX ARES AB CG BXSL APO 6 stocks |
$7.07 Million
0.69% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD OKE KMI WMB ET TRGP 6 stocks |
$7.02 Million
0.69% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI IYC 2 stocks |
$5.95 Million
0.58% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT TWI DE OSK 4 stocks |
$5.64 Million
0.55% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL DD 2 stocks |
$5.23 Million
0.51% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$4.93 Million
0.48% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC MTB SASR FCNCA TMP TFC LYG 7 stocks |
$4.58 Million
0.45% of portfolio
|
4
|
2
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$4.25 Million
0.42% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN IBM CACI LDOS FISV JKHY 6 stocks |
$4.08 Million
0.4% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
REGN NVO HALO ARCT VRTX EQ 6 stocks |
$3.7 Million
0.36% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP CSX NSC 3 stocks |
$3.49 Million
0.34% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$3.31 Million
0.32% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
ETR SO NEE AEP FE DUK 6 stocks |
$3.17 Million
0.31% of portfolio
|
3
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$2.66 Million
0.26% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
BALL 1 stocks |
$2.45 Million
0.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$2.26 Million
0.22% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS MS MC 3 stocks |
$1.98 Million
0.19% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA GM 2 stocks |
$1.98 Million
0.19% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG MMC 2 stocks |
$1.53 Million
0.15% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TMUS T VZ CMCSA 4 stocks |
$1.44 Million
0.14% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$1.18 Million
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
RCL BKNG 2 stocks |
$1.18 Million
0.12% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$1.05 Million
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT KLAC ASML 3 stocks |
$977,393
0.1% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$854,014
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
EGP PLD 2 stocks |
$824,122
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
RSG 1 stocks |
$810,146
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$758,320
0.07% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK PDCO 2 stocks |
$675,043
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC PSX 2 stocks |
$672,993
0.07% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG 1 stocks |
$642,314
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
TSCO 1 stocks |
$619,104
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
POOL WSO 2 stocks |
$527,845
0.05% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$458,151
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
FTV 1 stocks |
$454,301
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$395,375
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
FSV 1 stocks |
$380,157
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL 1 stocks |
$367,790
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA 1 stocks |
$334,988
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
MOS 1 stocks |
$334,789
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$263,931
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$245,545
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
RELX 1 stocks |
$237,759
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR 1 stocks |
$234,354
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$227,548
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT 1 stocks |
$220,052
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|