Tritonpoint Wealth, LLC Top Holdings and 13F Report (2024)

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About Tritonpoint Wealth, LLC

Investment Activity

Tritonpoint Wealth, LLC has $1.02 billion in total holdings as of December 31, 2023.
Tritonpoint Wealth, LLC owns shares of 326 different stocks, but just 83 companies or ETFs make up 80% of its holdings.

Largest Holdings

Apple: $83,228,879
Vanguard S&P 500 ETF: $38,531,547
Microsoft: $31,115,183
Broadstone Net Lease: $29,581,732
Amazon.com: $28,170,816

Sector Allocation

Selling

Neutral

Buying

Latest 13F Holdings

Issuer Name	Holdings Value	Shares Held	% of Portfolio	Sector
AAPL Apple	$83,228,879	432,290	8.1%	Computer and Technology
VOO Vanguard S&P 500 ETF	$38,531,547	88,213	3.8%	ETF
MSFT Microsoft	$31,115,183	82,744	3.0%	Computer and Technology
BNL Broadstone Net Lease	$29,581,732	1,689,411	2.9%	Finance
AMZN Amazon.com	$28,170,816	185,407	2.7%	Retail/Wholesale
GOOGL Alphabet	$22,825,113	163,398	2.2%	Computer and Technology
GOOG Alphabet	$22,260,669	157,955	2.2%	Computer and Technology
VUG Vanguard Growth ETF	$20,282,244	65,241	2.0%	ETF
DHR Danaher	$18,848,404	81,390	1.8%	Multi-Sector Conglomerates
JPM JPMorgan Chase & Co.	$17,119,137	100,642	1.7%	Finance
V Visa	$16,277,845	62,523	1.6%	Business Services
ACN Accenture	$15,229,667	43,400	1.5%	Business Services
UPS United Parcel Service	$14,536,385	92,453	1.4%	Transportation
MA Mastercard	$14,121,585	33,110	1.4%	Business Services
JNJ Johnson & Johnson	$13,984,318	89,220	1.4%	Medical
IYW iShares U.S. Technology ETF	$13,195,713	107,501	1.3%	Manufacturing
XPO XPO	$12,784,082	145,954	1.2%	Industrials
TMO Thermo Fisher Scientific	$12,119,052	22,817	1.2%	Medical
MRK Merck & Co., Inc.	$11,530,290	105,021	1.1%	Medical
ISRG Intuitive Surgical	$11,382,020	33,738	1.1%	Medical
DOV Dover	$11,371,763	73,934	1.1%	Industrial Products
BSV Vanguard Short-Term Bond ETF	$11,276,711	146,413	1.1%	ETF
MDLZ Mondelez International	$11,187,714	153,565	1.1%	Consumer Staples
XLF Financial Select Sector SPDR Fund	$10,459,803	278,186	1.0%	ETF
BA Boeing	$10,039,139	38,514	1.0%	Aerospace
PEP PepsiCo	$9,859,392	57,623	1.0%	Consumer Staples
SBUX Starbucks	$9,038,948	94,146	0.9%	Retail/Wholesale
HD Home Depot	$8,851,021	25,540	0.9%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$8,428,143	17,646	0.8%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$8,159,378	106,826	0.8%	ETF
TJX TJX Companies	$8,140,253	86,774	0.8%	Retail/Wholesale
CB Chubb	$8,087,275	35,649	0.8%	Finance
WMT Walmart	$7,386,082	46,680	0.7%	Retail/Wholesale
ABT Abbott Laboratories	$7,154,428	64,999	0.7%	Medical
CVX Chevron	$7,069,817	47,398	0.7%	Oils/Energy
UNH UnitedHealth Group	$7,046,446	13,384	0.7%	Medical
EOG EOG Resources	$6,942,066	57,396	0.7%	Oils/Energy
XLI Industrial Select Sector SPDR Fund	$6,936,823	60,855	0.7%	ETF
ZTS Zoetis	$6,929,772	35,111	0.7%	Medical
COF Capital One Financial	$6,829,252	52,084	0.7%	Finance
WFC Wells Fargo & Company	$6,757,611	137,294	0.7%	Finance
BRK.B Berkshire Hathaway	$6,756,210	18,943	0.7%	Finance
XLK Technology Select Sector SPDR Fund	$6,651,146	34,555	0.6%	ETF
GXO GXO Logistics	$6,432,890	105,181	0.6%	Transportation
YUM Yum! Brands	$6,251,950	47,849	0.6%	Retail/Wholesale
LRCX Lam Research	$6,249,223	7,958	0.6%	Computer and Technology
NVDA NVIDIA	$6,141,724	12,402	0.6%	Computer and Technology
CL Colgate-Palmolive	$6,054,265	75,954	0.6%	Consumer Staples
IWO iShares Russell 2000 Growth ETF	$5,955,671	23,613	0.6%	ETF
IJR iShares Core S&P Small-Cap ETF	$5,896,768	54,474	0.6%	ETF
CME CME Group	$5,887,935	27,278	0.6%	Finance
PG Procter & Gamble	$5,812,382	39,664	0.6%	Consumer Staples
CSCO Cisco Systems	$5,791,016	114,628	0.6%	Computer and Technology
COST Costco Wholesale	$5,709,624	8,458	0.6%	Retail/Wholesale
MAR Marriott International	$5,705,591	25,301	0.6%	Consumer Discretionary
IEFA iShares Core MSCI EAFE ETF	$5,420,405	77,049	0.5%	ETF
VYM Vanguard High Dividend Yield Index Fund ETF Shares	$5,134,422	45,995	0.5%	ETF
BLK BlackRock	$5,027,883	6,194	0.5%	Finance
BIP Brookfield Infrastructure Partners	$4,906,048	155,797	0.5%	Finance
BMY Bristol-Myers Squibb	$4,818,248	93,905	0.5%	Medical
BX Blackstone	$4,670,636	35,675	0.5%	Finance
MCD McDonald's	$4,580,909	15,449	0.4%	Retail/Wholesale
HEFA iShares Currency Hedged MSCI EAFE ETF	$4,402,672	139,723	0.4%	ETF
VTI Vanguard Total Stock Market ETF	$4,357,257	18,368	0.4%	ETF
SPY SPDR S&P 500 ETF Trust	$4,296,854	9,004	0.4%	Finance
AY Atlantica Sustainable Infrastructure	$4,006,503	186,349	0.4%	Oils/Energy
LMT Lockheed Martin	$4,004,366	8,835	0.4%	Aerospace
ECL Ecolab	$3,959,279	19,904	0.4%	Basic Materials
IJK iShares S&P Mid-Cap 400 Growth ETF	$3,860,153	48,727	0.4%	ETF
KO Coca-Cola	$3,795,776	64,412	0.4%	Consumer Staples
IJH iShares Core S&P Mid-Cap ETF	$3,749,840	13,530	0.4%	ETF
CAT Caterpillar	$3,706,322	12,535	0.4%	Industrial Products
XLV Health Care Select Sector SPDR Fund	$3,692,216	27,073	0.4%	ETF
RTX RTX	$3,604,296	42,837	0.4%	Aerospace
CRM Salesforce	$3,586,203	13,629	0.3%	Computer and Technology
AES AES	$3,499,708	181,803	0.3%	Utilities
VTV Vanguard Value ETF	$3,499,172	23,406	0.3%	ETF
VBR Vanguard Small-Cap Value ETF	$3,463,189	19,243	0.3%	ETF
ADI Analog Devices	$3,456,566	17,408	0.3%	Computer and Technology
XLY Consumer Discretionary Select Sector SPDR Fund	$3,207,494	17,938	0.3%	Finance
BAM Brookfield Asset Management	$3,128,165	77,873	0.3%	Financial Services
BAC Bank of America	$3,095,946	91,950	0.3%	Finance
XLC Communication Services Select Sector SPDR Fund	$3,064,435	42,175	0.3%	ETF
JNK SPDR Bloomberg High Yield Bond ETF	$2,893,460	30,544	0.3%	Finance
PH Parker-Hannifin	$2,816,720	6,114	0.3%	Industrial Products
VOE Vanguard Mid-Cap Value ETF	$2,799,817	19,308	0.3%	ETF
BALL Ball	$2,795,443	48,600	0.3%	Industrial Products
XLE Energy Select Sector SPDR Fund	$2,792,291	33,305	0.3%	ETF
SLB Schlumberger	$2,745,082	52,492	0.3%	Oils/Energy
UNP Union Pacific	$2,712,504	11,043	0.3%	Transportation
EPD Enterprise Products Partners	$2,680,586	101,730	0.3%	Oils/Energy
LH Laboratory Co. of America	$2,634,859	11,592	0.3%	Medical
CHKP Check Point Software Technologies	$2,585,665	16,923	0.3%	Computer and Technology
PFE Pfizer	$2,580,804	89,642	0.3%	Medical
BN Brookfield	$2,577,269	64,239	0.3%	Finance
TWI Titan International	$2,567,856	172,571	0.3%	Industrial Products
AKAM Akamai Technologies	$2,477,066	20,930	0.2%	Computer and Technology
PNC The PNC Financial Services Group	$2,392,665	15,452	0.2%	Finance
LULU Lululemon Athletica	$2,387,554	4,670	0.2%	Consumer Discretionary
XLP Consumer Staples Select Sector SPDR Fund	$2,297,685	31,899	0.2%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Tritonpoint Wealth, LLC Top Holdings and 13F Report (2024)

About Tritonpoint Wealth, LLC

Investment Activity

Largest Holdings

Sector Allocation

Latest 13F Holdings

More Institutional Buying and Selling Information

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Tritonpoint Wealth, LLC Top Holdings and 13F Report (2024)

About Tritonpoint Wealth, LLC

Investment Activity

Largest Holdings

Sector Allocation

Map of 500 Largest Holdings ofTritonpoint Wealth, LLC

Latest 13F Holdings

More Institutional Buying and Selling Information