Tritonpoint Wealth, LLC Top Holdings and 13F Report (2025) About Tritonpoint Wealth, LLCInvestment ActivityTritonpoint Wealth, LLC has $1.10 billion in total holdings as of December 31, 2024.Tritonpoint Wealth, LLC owns shares of 332 different stocks, but just 82 companies or ETFs make up 80% of its holdings.Approximately 3.39% of the portfolio was purchased this quarter.About 4.07% of the portfolio was sold this quarter.This quarter, Tritonpoint Wealth, LLC has purchased 330 new stocks and bought additional shares in 107 stocks.Tritonpoint Wealth, LLC sold shares of 162 stocks and completely divested from 19 stocks this quarter.Largest Holdings Apple $99,529,512Amazon.com $38,704,751Microsoft $35,288,415Vanguard Growth ETF $32,155,479Alphabet $29,677,045 Largest New Holdings this Quarter LAM RESEARCH CORP $5,629,039 HoldingBLACKROCK INC $5,570,027 HoldingCATERPILLAR INC $4,102,496 HoldingVanguard Russell 1000 $3,198,698 HoldingAPTIV PLC $976,631 Holding Largest Purchases this Quarter LAM RESEARCH CORP 77,683 shares (about $5.63M)BLACKROCK INC 5,434 shares (about $5.57M)CATERPILLAR INC 123,868 shares (about $4.10M)Vanguard Russell 1000 11,993 shares (about $3.20M)United Parcel Service 18,350 shares (about $2.31M) Largest Sales this Quarter Boeing 19,469 shares (about $3.45M)Apple 3,775 shares (about $945.34K)Amazon.com 3,136 shares (about $688.01K)Alphabet 3,534 shares (about $668.98K)JPMorgan Chase & Co. 2,628 shares (about $629.96K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTritonpoint Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$99,529,512$945,336 ▼-0.9%397,4509.0%Computer and TechnologyAMZNAmazon.com$38,704,751$688,006 ▼-1.7%176,4203.5%Retail/WholesaleMSFTMicrosoft$35,288,415$177,873 ▼-0.5%83,7213.2%Computer and TechnologyVUGVanguard Growth ETF$32,155,479$646,853 ▲2.1%78,3442.9%ETFGOOGLAlphabet$29,677,045$668,984 ▼-2.2%156,7732.7%Computer and TechnologyGOOGAlphabet$27,763,390$519,903 ▲1.9%145,7852.5%Computer and TechnologyJPMJPMorgan Chase & Co.$23,485,645$629,959 ▼-2.6%97,9752.1%FinanceVOOVanguard S&P 500 ETF$22,201,396$181,042 ▲0.8%41,2042.0%ETFVVisa$20,409,078$412,745 ▼-2.0%64,5781.8%Business ServicesDHRDanaher$18,476,388$107,096 ▼-0.6%80,3951.7%MedicalIYWiShares U.S. Technology ETF$17,876,779$870,342 ▲5.1%112,0661.6%ManufacturingXPOXPO$16,453,511$504,664 ▼-3.0%125,4561.5%TransportationBNLBroadstone Net Lease$16,394,204$503,056 ▼-3.0%1,015,1211.5%FinanceISRGIntuitive Surgical$15,870,803$446,800 ▼-2.7%30,4061.4%MedicalMAMastercard$15,542,497$361,760 ▼-2.3%29,5161.4%Business ServicesACNAccenture$14,854,080$277,212 ▼-1.8%42,2241.3%Computer and TechnologyDOVDover$14,311,527$125,318 ▼-0.9%76,2871.3%IndustrialsWMTWalmart$13,181,664$596,524 ▼-4.3%145,5561.2%Retail/WholesaleNVDANVIDIA$12,727,642$234,740 ▼-1.8%94,7771.2%Computer and TechnologyJNJJohnson & Johnson$12,155,377$558,381 ▼-4.4%84,0501.1%MedicalIVViShares Core S&P 500 ETF$12,084,722$190,728 ▼-1.6%20,5291.1%ETFMRKMerck & Co., Inc.$10,991,786$89,257 ▼-0.8%109,6011.0%MedicalTMOThermo Fisher Scientific$10,789,964$280,617 ▲2.7%20,7251.0%MedicalTJXTJX Companies$10,612,344$237,876 ▼-2.2%87,8431.0%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$10,474,706$157,362 ▼-1.5%216,7330.9%ETFWFCWells Fargo & Company$9,729,835$382,105 ▼-3.8%138,5230.9%FinanceCBChubb$9,548,696$338,758 ▼-3.4%34,4450.9%FinanceMDLZMondelez International$9,517,034$506,736 ▼-5.1%158,0800.9%Consumer StaplesXLIIndustrial Select Sector SPDR Fund$9,313,807$89,596 ▲1.0%70,6880.8%ETFXLKTechnology Select Sector SPDR Fund$8,589,986$105,332 ▼-1.2%36,9430.8%ETFBABoeing$8,417,922$3,446,004 ▼-29.0%47,5590.8%AerospaceCOFCapital One Financial$8,316,120$293,514 ▼-3.4%46,6360.8%FinancePEPPepsiCo$8,109,387$474,360 ▼-5.5%52,8420.7%Consumer StaplesUPSUnited Parcel Service$8,087,021$2,313,928 ▲40.1%64,1320.7%TransportationHDHome Depot$8,010,667$465,999 ▼-5.5%20,5940.7%Retail/WholesaleORCLOracle$7,775,637$233,964 ▼-2.9%46,6610.7%Computer and TechnologyEOGEOG Resources$7,660,547$510,425 ▼-6.2%62,4940.7%EnergyXLVHealth Care Select Sector SPDR Fund$7,598,172$28,340 ▲0.4%55,2310.7%ETFUNHUnitedHealth Group$7,248,843$184,130 ▼-2.5%14,3300.7%MedicalBRK.BBerkshire Hathaway$7,177,693$383,928 ▼-5.1%15,8350.6%FinanceCVXChevron$7,147,756$131,805 ▼-1.8%49,3490.6%EnergySBUXStarbucks$6,868,057$17,885 ▼-0.3%75,2660.6%Retail/WholesaleSPYGSPDR Portfolio S&P 500 Growth ETF$6,840,638$105,480 ▼-1.5%77,8230.6%ETFIWOiShares Russell 2000 Growth ETF$6,685,195$18,420 ▼-0.3%23,2270.6%ETFABTAbbott Laboratories$6,486,688$72,617 ▲1.1%57,3480.6%MedicalCOSTCostco Wholesale$6,349,910$276,720 ▼-4.2%6,9300.6%Retail/WholesaleYUMYum! Brands$6,211,340$26,832 ▼-0.4%46,2980.6%Retail/WholesaleCMGChipotle Mexican Grill$6,133,585$192,839 ▲3.2%101,7180.6%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$6,094,766$278,946 ▲4.8%52,8970.6%ETFVYMVanguard High Dividend Yield ETF$5,925,918$59,967 ▲1.0%46,4450.5%ETFBXBlackstone$5,906,812$168,973 ▲2.9%34,2580.5%FinanceCMECME Group$5,709,173$76,170 ▼-1.3%23,9850.5%FinanceLAM RESEARCH CORP$5,629,039$5,629,039 ▲New Holding77,6830.5%COM NEWBLACKROCK INC$5,570,027$5,570,027 ▲New Holding5,4340.5%COMPGProcter & Gamble$5,389,748$240,409 ▼-4.3%32,1490.5%Consumer StaplesZTSZoetis$5,374,903$360,727 ▼-6.3%32,9890.5%MedicalCLColgate-Palmolive$5,306,128$95,546 ▼-1.8%58,3670.5%Consumer StaplesMARMarriott International$5,040,649$445,460 ▼-8.1%18,0710.5%Consumer DiscretionaryBIPBrookfield Infrastructure Partners$5,008,673$107,101 ▼-2.1%157,5550.5%FinanceCRMSalesforce$4,997,504$131,214 ▲2.7%14,9300.5%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$4,842,446$49,696 ▲1.0%64,7990.4%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$4,746,364$14,185 ▼-0.3%52,1980.4%ETFIEFAiShares Core MSCI EAFE ETF$4,581,139$45,823 ▼-1.0%65,1840.4%ETFECLEcolab$4,571,703$2,115 ▼0.0%19,4570.4%Basic MaterialsMETAMeta Platforms$4,460,484$195,563 ▲4.6%7,6180.4%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$4,442,833$50,388 ▲1.1%45,8500.4%FinanceHEFAiShares Currency Hedged MSCI EAFE ETF$4,374,549$29,781 ▲0.7%125,8860.4%ETFRTXRTX$4,359,632$68,159 ▼-1.5%37,6740.4%AerospaceTTACFCF US Quality ETF$4,348,033$79,427 ▼-1.8%65,4170.4%ETFADIAnalog Devices$4,217,572$147,023 ▼-3.4%19,8510.4%Computer and TechnologyVTIVanguard Total Stock Market ETF$4,185,954$148,960 ▲3.7%14,4440.4%ETFBAMBrookfield Asset Management$4,139,274$346,926 ▼-7.7%76,3840.4%FinanceXLCCommunication Services Select Sector SPDR Fund$4,111,811$175,807 ▼-4.1%42,4730.4%ETFCATERPILLAR INC$4,102,496$4,102,496 ▲New Holding123,8680.4%COMXLYConsumer Discretionary Select Sector SPDR Fund$3,983,783$13,910 ▼-0.3%17,7570.4%FinanceAESAES$3,949,507$621,454 ▲18.7%306,8770.4%UtilitiesCATCaterpillar$3,833,841$51,510 ▼-1.3%10,5690.3%IndustrialsSPYVSPDR Portfolio S&P 500 Value ETF$3,786,073$41,628 ▼-1.1%74,0340.3%ETFLMTLockheed Martin$3,769,184$430,569 ▼-10.3%7,7560.3%AerospaceSPYSPDR S&P 500 ETF Trust$3,731,712$54,100 ▼-1.4%6,3460.3%FinanceXLEEnergy Select Sector SPDR Fund$3,457,880$115,128 ▼-3.2%40,3670.3%ETFBINCiShares Flexible Income Active ETF$3,450,539$2,549 ▼-0.1%66,3310.3%ETFKOCoca-Cola$3,349,087$173,518 ▼-4.9%53,7920.3%Consumer StaplesAVGOBroadcom$3,312,093$487,332 ▲17.3%14,2860.3%Computer and TechnologyMBBiShares MBS ETF$3,308,746$87,738 ▼-2.6%36,0900.3%ETFGXOGXO Logistics$3,279,088$234,162 ▼-6.7%75,3810.3%TransportationLLYEli Lilly and Company$3,230,159$83,379 ▲2.6%4,1840.3%MedicalVONEVanguard Russell 1000$3,198,698$3,198,698 ▲New Holding11,9930.3%ETFEPDEnterprise Products Partners$3,158,767$256,368 ▼-7.5%100,7260.3%EnergyBACBank of America$3,153,998$35,380 ▼-1.1%71,7630.3%FinanceMCDMcDonald's$2,981,058$16,814 ▼-0.6%10,2830.3%Retail/WholesaleCHKPCheck Point Software Technologies$2,958,728$7,841 ▲0.3%15,8480.3%Computer and TechnologyPHParker-Hannifin$2,928,925$7,632 ▼-0.3%4,6050.3%IndustrialsVOTVanguard Mid-Cap Growth ETF$2,914,479$7,359 ▲0.3%11,4860.3%ETFVOEVanguard Mid-Cap Value ETF$2,868,142$31,706 ▼-1.1%17,7300.3%ETFBNBrookfield$2,859,287$35,332 ▼-1.2%49,7700.3%FinancePNCThe PNC Financial Services Group$2,756,212$55,541 ▲2.1%14,2920.2%FinanceIEMGiShares Core MSCI Emerging Markets ETF$2,723,548$25,379 ▲0.9%52,1550.2%ETFBALLBall$2,634,688$1,489 ▼-0.1%47,7900.2%IndustrialsTSLATesla$2,634,105$57,746 ▼-2.1%6,5230.2%Auto/Tires/TrucksShowing largest 100 holdings. 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