Tritonpoint Wealth, LLC Top Holdings and 13F Report (2024) About Tritonpoint Wealth, LLCInvestment ActivityTritonpoint Wealth, LLC has $1.09 billion in total holdings as of September 30, 2024.Tritonpoint Wealth, LLC owns shares of 330 different stocks, but just 82 companies or ETFs make up 80% of its holdings.Approximately 9.05% of the portfolio was purchased this quarter.About 8.18% of the portfolio was sold this quarter.This quarter, Tritonpoint Wealth, LLC has purchased 304 new stocks and bought additional shares in 102 stocks.Tritonpoint Wealth, LLC sold shares of 152 stocks and completely divested from 29 stocks this quarter.Largest Holdings Apple $91,395,097Microsoft $36,014,888Amazon.com $33,751,114Vanguard Growth ETF $29,349,836Alphabet $26,282,263 Largest New Holdings this Quarter SPDR Portfolio S&P 500 Growth ETF $6,518,607 HoldingChipotle Mexican Grill $5,649,127 HoldingFCF US Quality ETF $4,324,958 HoldingSPDR Portfolio S&P 500 Value ETF $3,943,715 HoldingiShares Flexible Income Active ETF $3,554,649 Holding Largest Purchases this Quarter NVIDIA 86,131 shares (about $10.46M)SPDR Portfolio S&P 500 Growth ETF 79,023 shares (about $6.52M)Chipotle Mexican Grill 98,520 shares (about $5.65M)Oracle 32,828 shares (about $5.54M)FCF US Quality ETF 66,612 shares (about $4.32M) Largest Sales this Quarter Broadstone Net Lease 565,112 shares (about $10.65M)United Parcel Service 47,903 shares (about $6.43M)Cisco Systems 100,514 shares (about $5.33M)Marriott International 13,011 shares (about $3.29M)iShares Core MSCI EAFE ETF 31,168 shares (about $2.44M) 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$91,395,097$990,659 ▼-1.1%401,2258.4%Computer and TechnologyMSFTMicrosoft$36,014,888$4,161,211 ▲13.1%84,1433.3%Computer and TechnologyAMZNAmazon.com$33,751,114$285,714 ▲0.9%179,5563.1%Retail/WholesaleVUGVanguard Growth ETF$29,349,836$3,878,622 ▲15.2%76,7682.7%ETFGOOGLAlphabet$26,282,263$51,152 ▲0.2%160,3072.4%Computer and TechnologyGOOGAlphabet$23,645,554$1,084,137 ▼-4.4%143,0552.2%Computer and TechnologyDHRDanaher$22,294,304$295,287 ▲1.3%80,8612.0%Multi-Sector ConglomeratesVOOVanguard S&P 500 ETF$21,538,431$1,822,450 ▼-7.8%40,8682.0%ETFJPMJPMorgan Chase & Co.$21,176,882$764,324 ▲3.7%100,6031.9%FinanceBNLBroadstone Net Lease$19,711,727$10,646,710 ▼-35.1%1,046,2701.8%FinanceVVisa$18,129,316$1,103,157 ▲6.5%65,8841.7%Business ServicesIYWiShares U.S. Technology ETF$16,099,229$1,317,114 ▼-7.6%106,6101.5%ManufacturingACNAccenture$15,041,255$46,160 ▲0.3%43,0121.4%Computer and TechnologyISRGIntuitive Surgical$14,980,205$33,543 ▼-0.2%31,2621.4%MedicalMAMastercard$14,909,650$559,303 ▼-3.6%30,2031.4%Business ServicesDOVDover$14,835,404$549,616 ▲3.8%76,9551.4%Industrial ProductsXPOXPO$14,421,238$778,589 ▼-5.1%129,3041.3%TransportationJNJJohnson & Johnson$14,188,903$71,178 ▲0.5%87,9111.3%MedicalMRKMerck & Co., Inc.$12,646,534$404,722 ▲3.3%110,4911.2%MedicalTMOThermo Fisher Scientific$12,410,381$833,056 ▼-6.3%20,1861.1%MedicalMDLZMondelez International$12,354,067$928,167 ▲8.1%166,4971.1%Consumer StaplesWMTWalmart$12,137,965$603,376 ▲5.2%152,1431.1%Retail/WholesaleIVViShares Core S&P 500 ETF$11,971,139$1,403,608 ▼-10.5%20,8531.1%ETFNVDANVIDIA$11,719,096$10,457,161 ▲828.7%96,5251.1%Computer and TechnologyTJXTJX Companies$10,552,883$517,234 ▲5.2%89,8121.0%Retail/WholesaleBABoeing$10,477,824$767,063 ▲7.9%67,0281.0%AerospaceCBChubb$10,360,710$386,925 ▲3.9%35,6670.9%FinanceXLFFinancial Select Sector SPDR Fund$9,932,503$1,577,180 ▼-13.7%219,9890.9%ETFPEPPepsiCo$9,508,692$115,941 ▼-1.2%55,9330.9%Consumer StaplesXLIIndustrial Select Sector SPDR Fund$9,439,134$709,202 ▲8.1%70,0080.9%ETFHDHome Depot$8,706,460$862,975 ▼-9.0%21,7920.8%Retail/WholesaleUNHUnitedHealth Group$8,549,663$1,263,772 ▲17.3%14,6940.8%MedicalXLVHealth Care Select Sector SPDR Fund$8,419,939$1,900,205 ▲29.1%55,0250.8%ETFXLKTechnology Select Sector SPDR Fund$8,417,840$560,049 ▼-6.2%37,3960.8%ETFEOGEOG Resources$8,161,552$466,861 ▲6.1%66,6580.7%Oils/EnergyORCLOracle$8,110,431$5,539,358 ▲215.4%48,0650.7%Computer and TechnologyWFCWells Fargo & Company$8,047,550$220,079 ▲2.8%143,9630.7%FinanceBRK.BBerkshire Hathaway$7,631,519$842,203 ▼-9.9%16,6820.7%FinanceSBUXStarbucks$7,347,007$1,064,149 ▼-12.7%75,4620.7%Retail/WholesaleCVXChevron$7,312,129$499,900 ▲7.3%50,2590.7%Oils/EnergyCOFCapital One Financial$7,198,340$143,722 ▼-2.0%48,2820.7%FinanceLRCXLam Research$6,940,197$395,658 ▲6.0%8,3670.6%Computer and TechnologyZTSZoetis$6,857,987$246,828 ▲3.7%35,2030.6%MedicalIWOiShares Russell 2000 Growth ETF$6,601,135$101,748 ▲1.6%23,2910.6%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$6,518,607$6,518,607 ▲New Holding79,0230.6%ETFYUMYum! Brands$6,506,000$167,064 ▼-2.5%46,4980.6%Retail/WholesaleCOSTCostco Wholesale$6,404,877$77,050 ▼-1.2%7,2320.6%Retail/WholesaleABTAbbott Laboratories$6,375,435$222,161 ▼-3.4%56,7060.6%MedicalCLColgate-Palmolive$6,159,251$683,325 ▼-10.0%59,4180.6%Consumer StaplesUPSUnited Parcel Service$6,146,709$6,431,475 ▼-51.1%45,7820.6%TransportationIJRiShares Core S&P Small-Cap ETF$5,883,464$850,536 ▲16.9%50,4760.5%ETFVYMVanguard High Dividend Yield ETF$5,873,7660.0%45,9750.5%ETFPGProcter & Gamble$5,828,363$634,329 ▼-9.8%33,5830.5%Consumer StaplesBIPBrookfield Infrastructure Partners$5,662,916$21,994 ▼-0.4%160,9240.5%FinanceCMGChipotle Mexican Grill$5,649,127$5,649,127 ▲New Holding98,5200.5%Retail/WholesaleCMECME Group$5,305,803$280,517 ▼-5.0%24,3050.5%FinanceBLKBlackRock$5,206,774$253,297 ▼-4.6%5,5090.5%FinanceAESAES$5,189,899$1,158,801 ▲28.7%258,5900.5%UtilitiesBXBlackstone$5,156,100$30,988 ▼-0.6%33,2780.5%FinanceIEFAiShares Core MSCI EAFE ETF$5,151,637$2,438,882 ▼-32.1%65,8360.5%ETFBIVVanguard Intermediate-Term Bond ETF$5,038,394$679,076 ▲15.6%64,1340.5%ETFLMTLockheed Martin$5,033,033$14,560 ▲0.3%8,6420.5%AerospaceMARMarriott International$4,976,722$3,292,258 ▼-39.8%19,6680.5%Consumer DiscretionaryECLEcolab$4,966,828$17,606 ▼-0.4%19,4660.5%Basic MaterialsIJKiShares S&P Mid-Cap 400 Growth ETF$4,808,715$138,969 ▲3.0%52,3540.4%ETFADIAnalog Devices$4,766,914$479,406 ▲11.2%20,5430.4%Computer and TechnologyRTXRTX$4,606,425$408,358 ▼-8.1%38,2630.4%AerospaceAGGiShares Core U.S. Aggregate Bond ETF$4,600,979$166,155 ▼-3.5%45,3300.4%FinanceHEFAiShares Currency Hedged MSCI EAFE ETF$4,422,272$561,640 ▼-11.3%125,0290.4%ETFTTACFCF US Quality ETF$4,324,958$4,324,958 ▲New Holding66,6120.4%ETFGXOGXO Logistics$4,215,091$763,073 ▼-15.3%80,7640.4%TransportationCATCaterpillar$4,188,675$5,866 ▲0.1%10,7110.4%Industrial ProductsMETAMeta Platforms$4,132,641$602,535 ▲17.1%7,2840.4%Computer and TechnologyKOCoca-Cola$4,089,325$4,047 ▼-0.1%56,5790.4%Consumer StaplesCRMSalesforce$4,027,593$3,606,217 ▲855.8%14,5380.4%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$3,986,453$58,777 ▼-1.5%44,2890.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$3,943,715$3,943,715 ▲New Holding74,8480.4%ETFVTIVanguard Total Stock Market ETF$3,941,033$1,142,702 ▼-22.5%13,9300.4%ETFBAMBrookfield Asset Management$3,909,161$216,835 ▲5.9%82,7860.4%FinanceAYAtlantica Sustainable Infrastructure$3,762,794$570,710 ▼-13.2%170,8030.3%Oils/EnergySPYSPDR S&P 500 ETF Trust$3,690,501$1,363,731 ▼-27.0%6,4380.3%FinanceXLEEnergy Select Sector SPDR Fund$3,636,782$480,330 ▲15.2%41,7110.3%ETFXLYConsumer Discretionary Select Sector SPDR Fund$3,578,768$213,292 ▼-5.6%17,8190.3%FinanceLLYEli Lilly and Company$3,577,518$240,491 ▲7.2%4,0760.3%MedicalMBBiShares MBS ETF$3,564,338$42,044 ▼-1.2%37,0470.3%ETFBINCiShares Flexible Income Active ETF$3,554,649$3,554,649 ▲New Holding66,3800.3%ETFBALLBall$3,226,243$1,214 ▲0.0%47,8170.3%Industrial ProductsEPDEnterprise Products Partners$3,177,731$79,866 ▼-2.5%108,9010.3%Oils/EnergyMCDMcDonald's$3,140,548$79,569 ▼-2.5%10,3410.3%Retail/WholesaleCHKPCheck Point Software Technologies$3,051,094$26,832 ▼-0.9%15,8060.3%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$3,008,196$752,442 ▲33.4%51,6690.3%ETFVOEVanguard Mid-Cap Value ETF$2,998,799$693,407 ▼-18.8%17,9260.3%ETFPHParker-Hannifin$2,921,505$632,139 ▼-17.8%4,6170.3%Industrial ProductsBACBank of America$2,859,180$472,367 ▼-14.2%72,5680.3%FinanceREGNRegeneron Pharmaceuticals$2,819,952$250,292 ▲9.7%2,7040.3%MedicalVOTVanguard Mid-Cap Growth ETF$2,782,468$68,973 ▲2.5%11,4570.3%ETFBNBrookfield$2,690,055$205,231 ▼-7.1%50,3850.2%FinanceBSVVanguard Short-Term Bond ETF$2,674,146$635,684 ▼-19.2%33,9230.2%ETFXLPConsumer Staples Select Sector SPDR Fund$2,637,877$178,493 ▼-6.3%31,7740.2%ETFUNPUnion Pacific$2,607,373$30,773 ▲1.2%10,6760.2%TransportationShowing largest 100 holdings. 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