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Tripletail Wealth Management, LLC Top Holdings and 13F Report (2025)

About Tripletail Wealth Management, LLC

Investment Activity

  • Tripletail Wealth Management, LLC has $70.22 million in total holdings as of June 30, 2025.
  • Tripletail Wealth Management, LLC owns shares of 76 different stocks, but just 31 companies or ETFs make up 80% of its holdings.

Largest Holdings

NVIDIA
$4,624,358
Microsoft
$2,440,988
Apple
$2,110,552
Amazon.com
$1,835,605

Sector Allocation

Map of 500 Largest Holdings ofTripletail Wealth Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
John Bean Technologies Co. stock logo
JBT
John Bean Technologies
$19,737,055144,61528.1%Industrials
NVIDIA Corporation stock logo
NVDA
NVIDIA
$4,624,35825,2366.6%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$2,440,9884,6433.5%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$2,110,5529,2413.0%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,835,6058,2782.6%Retail/Wholesale
QDPL
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
$1,783,69544,0832.5%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$1,709,8989,3572.4%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$1,679,74530,3412.4%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,477,51012,8252.1%ETF
ARISTA NETWORKS INC
$1,431,33610,3112.0%COM SHS
Pacer US Large Cap Cash Cows Growth Leaders ETF stock logo
COWG
Pacer US Large Cap Cash Cows Growth Leaders ETF
$1,288,05436,8701.8%ETF
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$1,271,83325,6091.8%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$1,238,6414,0301.8%Computer and Technology
Main Sector Rotation ETF stock logo
SECT
Main Sector Rotation ETF
$1,097,64318,5101.6%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,082,1403,7311.5%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,079,5682,3231.5%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$981,8441,2721.4%Computer and Technology
Pacer Developed Markets International Cash Cows 100 ETF stock logo
ICOW
Pacer Developed Markets International Cash Cows 100 ETF
$905,00025,8571.3%ETF
MP Materials Corp. stock logo
MP
MP Materials
$852,19411,3771.2%Basic Materials
Netflix, Inc. stock logo
NFLX
Netflix
$839,4256881.2%Consumer Discretionary
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$836,0941,3051.2%ETF
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$825,78230,5871.2%Energy
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$721,6494,2421.0%Computer and Technology
Vertiv Holdings Co. stock logo
VRT
Vertiv
$659,9924,7070.9%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$639,3911,5670.9%Industrials
ECOW
Pacer Emerging Markets Cash Cows 100 ETF
$621,41426,7620.9%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$597,4172,5040.9%Computer and Technology
American Express Company stock logo
AXP
American Express
$579,1981,9550.8%Finance
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$543,2573,6470.8%Computer and Technology
FLRT
Pacer Pacific Asset Floating Rate High Income ETF
$524,41211,0390.7%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$517,7682,6240.7%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$505,4137860.7%Medical
Pacer US Small Cap Cash Cows ETF stock logo
CALF
Pacer US Small Cap Cash Cows ETF
$504,59112,5100.7%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$489,6261,2670.7%Retail/Wholesale
Tesla, Inc. stock logo
TSLA
Tesla
$487,3621,4150.7%Auto/Tires/Trucks
Alphabet Inc. stock logo
GOOGL
Alphabet
$471,6742,3450.7%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$459,4714660.7%Retail/Wholesale
GSK PLC Sponsored ADR stock logo
GSK
GSK
$444,44911,7420.6%Medical
TE CONNECTIVITY PLC
$435,9102,1720.6%ORD SHS
Phillips 66 stock logo
PSX
Phillips 66
$433,8563,6620.6%Energy
Vistra Corp. stock logo
VST
Vistra
$428,9932,1290.6%Utilities
Delcath Systems, Inc. stock logo
DCTH
Delcath Systems
$423,17641,1650.6%Medical
Vanguard Industrials ETF stock logo
VIS
Vanguard Industrials ETF
$406,5691,4180.6%ETF
Unum Group stock logo
UNM
Unum Group
$367,5885,3020.5%Finance
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$366,8795100.5%Finance
VOYAGER TECHNOLOGIES INC
$323,4109,4000.5%COM CL A
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$311,0102,9350.4%Energy
Micron Technology, Inc. stock logo
MU
Micron Technology
$306,5502,5090.4%Computer and Technology
Rio Tinto PLC stock logo
RIO
Rio Tinto
$297,1824,8010.4%Basic Materials
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$295,1054,7300.4%ETF
Morgan Stanley stock logo
MS
Morgan Stanley
$289,6672,0150.4%Finance
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$287,8905,5550.4%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$276,4369070.4%Retail/Wholesale
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$260,8171,9300.4%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$257,6923,6180.4%Computer and Technology
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$253,1372,1550.4%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$248,5904320.4%Finance
Walmart Inc. stock logo
WMT
Walmart
$245,8762,3780.4%Retail/Wholesale
CocaCola Company (The) stock logo
KO
CocaCola
$245,6973,4910.3%Consumer Staples
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$243,4295170.3%Medical
Amgen Inc. stock logo
AMGN
Amgen
$243,2028500.3%Medical
Salesforce Inc. stock logo
CRM
Salesforce
$238,3871,0060.3%Computer and Technology
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$231,7742,7450.3%ETF
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
$230,78311,7000.3%Finance
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$230,2973,3300.3%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$221,2135150.3%Computer and Technology
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$215,3985050.3%Aerospace
Stryker Corporation stock logo
SYK
Stryker
$214,9625710.3%Medical
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$214,9342,6850.3%Medical
Cloudflare, Inc. stock logo
NET
Cloudflare
$214,4971,0620.3%Computer and Technology
Bank of America Corporation stock logo
BAC
Bank of America
$208,3414,5130.3%Finance
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$205,1608410.3%Computer and Technology
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$205,0541,1060.3%Computer and Technology
Citigroup Inc. stock logo
C
Citigroup
$203,1812,2000.3%Financial Services
PepsiCo, Inc. stock logo
PEP
PepsiCo
$202,0741,4000.3%Consumer Staples
fuboTV Inc. stock logo
FUBO
fuboTV
$36,63510,3000.1%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
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