Tritonpoint Wealth, LLC Top Holdings and 13F Report (2025) About Tritonpoint Wealth, LLCInvestment ActivityTritonpoint Wealth, LLC has $1.08 billion in total holdings as of June 30, 2025.Tritonpoint Wealth, LLC owns shares of 344 different stocks, but just 85 companies or ETFs make up 80% of its holdings.Approximately 1.02% of the portfolio was purchased this quarter.About 4.90% of the portfolio was sold this quarter.This quarter, Tritonpoint Wealth, LLC has purchased 338 new stocks and bought additional shares in 108 stocks.Tritonpoint Wealth, LLC sold shares of 189 stocks and completely divested from 17 stocks this quarter.Largest Holdings Apple $78,622,503Microsoft $41,083,343Vanguard Growth ETF $39,583,892Amazon.com $38,418,301JPMorgan Chase & Co. $27,823,294 Largest New Holdings this Quarter 04911A107 - Atlantic Union Bankshares $538,172 Holding064058100 - Bank of New York Mellon $342,902 Holding808513105 - Charles Schwab $245,271 HoldingL8681T102 - Spotify Technology $235,573 Holding58733R102 - MercadoLibre $232,613 Holding Largest Purchases this Quarter iShares Expanded Tech-Software Sector ETF 5,317 shares (about $582.21K)Vanguard Total Stock Market ETF 1,855 shares (about $565.49K)Atlantic Union Bankshares 17,205 shares (about $538.17K)Bank of New York Mellon 3,764 shares (about $342.90K)Fiserv 1,890 shares (about $325.86K) Largest Sales this Quarter XPO 25,614 shares (about $3.23M)Capital One Financial 14,191 shares (about $3.02M)Broadstone Net Lease 166,897 shares (about $2.73M)Apple 11,210 shares (about $2.30M)iShares Russell 2000 Growth ETF 4,270 shares (about $1.22M) 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$78,622,503$2,299,953 ▼-2.8%383,2077.3%Computer and TechnologyMSFTMicrosoft$41,083,343$828,680 ▼-2.0%82,5953.8%Computer and TechnologyVUGVanguard Growth ETF$39,583,892$815,045 ▼-2.0%90,1883.7%ETFAMZNAmazon.com$38,418,301$1,017,532 ▼-2.6%175,1143.6%Retail/WholesaleJPMJPMorgan Chase & Co.$27,823,294$566,485 ▼-2.0%95,9722.6%FinanceGOOGLAlphabet$27,083,112$200,198 ▼-0.7%153,6802.5%Computer and TechnologyGOOGAlphabet$24,734,744$355,490 ▼-1.4%139,4372.3%Computer and TechnologyVOOVanguard S&P 500 ETF$23,175,745$166,945 ▼-0.7%40,6752.1%ETFVVisa$21,857,146$873,064 ▼-3.8%61,5612.0%Business ServicesIYWiShares U.S. Technology ETF$18,604,393$238,074 ▼-1.3%107,3721.7%ManufacturingMAMastercard$16,612,023$47,203 ▲0.3%29,5621.5%Business ServicesISRGIntuitive Surgical$15,852,175$499,931 ▼-3.1%29,1721.5%MedicalDHRDanaher$14,706,076$543,519 ▼-3.6%74,3261.4%MedicalNVDANVIDIA$14,647,697$861,573 ▼-5.6%92,7071.4%Computer and TechnologyWMTWalmart$13,690,701$438,642 ▼-3.1%140,0151.3%Retail/WholesaleDOVDover$13,474,909$377,637 ▼-2.7%73,5411.2%IndustrialsBNLBroadstone Net Lease$13,042,000$2,727,097 ▼-17.3%798,1641.2%FinanceJNJJohnson & Johnson$12,400,461$336,663 ▼-2.6%81,1811.1%MedicalXPOXPO$12,400,036$3,234,792 ▼-20.7%98,1871.1%TransportationIVViShares Core S&P 500 ETF$11,746,475$177,582 ▼-1.5%18,9181.1%ETFXLFFinancial Select Sector SPDR Fund$11,614,959$484,528 ▼-4.0%221,7861.1%ETFMDLZMondelez International$11,065,925$42,987 ▲0.4%162,9501.0%Consumer StaplesWFCWells Fargo & Company$10,776,803$232,509 ▼-2.1%134,5081.0%FinanceXLIIndustrial Select Sector SPDR Fund$10,753,274$47,796 ▲0.4%72,8941.0%ETFTJXTJX Companies$10,529,032$172,392 ▼-1.6%85,2621.0%Retail/WholesaleBABoeing$9,862,971$262,750 ▼-2.6%47,0720.9%AerospaceORCLOracle$9,769,972$409,715 ▼-4.0%44,6870.9%Computer and TechnologyCBChubb$9,647,346$266,851 ▼-2.7%33,1880.9%FinanceXLKTechnology Select Sector SPDR Fund$9,014,988$227,654 ▼-2.5%35,6000.8%ETFTMOThermo Fisher Scientific$8,316,322$64,131 ▼-0.8%20,4890.8%MedicalABTAbbott Laboratories$8,038,832$233,664 ▲3.0%59,1050.7%MedicalBRK.BBerkshire Hathaway$7,691,444$120,953 ▼-1.5%15,8340.7%FinanceMRKMerck & Co., Inc.$7,478,284$482,052 ▼-6.1%93,5150.7%MedicalLAM RESEARCH CORP$7,431,666$212,018 ▼-2.8%76,1680.7%COM NEWSPYGSPDR Portfolio S&P 500 Growth ETF$7,429,582$168,811 ▼-2.2%77,9440.7%ETFXLVHealth Care Select Sector SPDR Fund$7,221,059$1,116,863 ▼-13.4%53,5730.7%ETFHDHome Depot$7,186,531$360,775 ▼-4.8%19,6010.7%Retail/WholesaleCVXChevron$7,112,086$222,946 ▼-3.0%49,6690.7%EnergyPEPPepsiCo$6,879,944$252,460 ▼-3.5%52,1050.6%Consumer StaplesYUMYum! Brands$6,844,434$29,191 ▲0.4%46,1900.6%Retail/WholesaleCOFCapital One Financial$6,816,352$3,019,254 ▼-30.7%32,0380.6%FinanceEOGEOG Resources$6,794,412$835,472 ▼-10.9%56,8050.6%EnergySBUXStarbucks$6,613,091$371,650 ▼-5.3%72,1720.6%Retail/WholesaleCOSTCostco Wholesale$6,555,726$348,477 ▼-5.0%6,6220.6%Retail/WholesaleCMECME Group$6,278,929$34,177 ▼-0.5%22,7810.6%FinanceVYMVanguard High Dividend Yield ETF$6,128,927$1,866 ▲0.0%45,9750.6%ETFMETAMeta Platforms$5,839,232$30,263 ▲0.5%7,9110.5%Computer and TechnologyBLACKROCK INC$5,580,531$87,081 ▼-1.5%5,3190.5%COMRTXRTX$5,510,183$121,634 ▼-2.2%37,7360.5%AerospaceIWOiShares Russell 2000 Growth ETF$5,427,910$1,220,622 ▼-18.4%18,9880.5%ETFCLColgate-Palmolive$5,279,792$69,811 ▼-1.3%58,0840.5%Consumer StaplesIEFAiShares Core MSCI EAFE ETF$5,180,909$63,945 ▼-1.2%62,0620.5%ETFECLEcolab$5,134,549$63,199 ▼-1.2%19,0110.5%Basic MaterialsBIPBrookfield Infrastructure Partners$5,112,268$33,902 ▲0.7%152,6050.5%FinancePGProcter & Gamble$5,062,785$58,631 ▲1.2%31,7770.5%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$5,014,476$500,442 ▼-9.1%45,8820.5%ETFVTIVanguard Total Stock Market ETF$4,984,545$565,490 ▲12.8%16,3510.5%ETFBIVVanguard Intermediate-Term Bond ETF$4,888,293$123,512 ▼-2.5%63,2050.5%ETFSPYVSPDR Portfolio S&P 500 Value ETF$4,877,826$12,091 ▲0.2%93,1950.5%ETFBXBlackstone$4,829,499$188,621 ▼-3.8%32,2870.4%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$4,709,944$30,296 ▼-0.6%51,7690.4%ETFADIAnalog Devices$4,605,767$106,159 ▼-2.3%19,3500.4%Computer and TechnologyMARMarriott International$4,575,229$301,627 ▼-6.2%16,7460.4%Consumer DiscretionaryCMGChipotle Mexican Grill$4,458,722$1,207,679 ▼-21.3%79,4070.4%Retail/WholesaleTTACFCF US Quality ETF$4,444,542$83,355 ▼-1.8%62,8120.4%ETFXLCCommunication Services Select Sector SPDR Fund$4,389,062$263,728 ▼-5.7%40,4410.4%ETFAVGOBroadcom$4,296,936$108,609 ▲2.6%15,5880.4%Computer and TechnologyHEFAiShares Currency Hedged MSCI EAFE ETF$4,281,881$32,266 ▼-0.7%112,8000.4%ETFUNHUnitedHealth Group$4,203,721$199,657 ▼-4.5%13,4750.4%MedicalBAMBrookfield Asset Management$4,075,665$108,348 ▼-2.6%73,7280.4%FinanceCATERPILLAR INC$4,065,768$20,323 ▼-0.5%122,8330.4%COMCATCaterpillar$4,039,726$98,217 ▼-2.4%10,4060.4%IndustrialsCRMSalesforce$4,003,742$117,163 ▼-2.8%14,6600.4%Computer and TechnologyLHXL3Harris Technologies$4,001,614$61,957 ▼-1.5%15,9530.4%AerospaceKOCocaCola$3,850,671$188,540 ▲5.1%54,0410.4%Consumer StaplesAGGiShares Core U.S. Aggregate Bond ETF$3,770,639$13,888 ▼-0.4%38,0100.3%FinanceSPYSPDR S&P 500 ETF Trust$3,721,526$16,730 ▼-0.4%6,0060.3%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$3,687,655$139,961 ▼-3.7%16,9680.3%FinanceADBEAdobe$3,674,199$178,739 ▼-4.6%9,4970.3%Computer and TechnologyLMTLockheed Martin$3,517,713$37,053 ▼-1.0%7,5950.3%AerospaceZTSZoetis$3,457,490$1,210,925 ▼-25.9%22,1710.3%MedicalCHKPCheck Point Software Technologies$3,346,185$21,683 ▼-0.6%15,1240.3%Computer and TechnologyBACBank of America$3,326,125$40,695 ▼-1.2%70,2900.3%FinanceAESAES$3,261,316$596,189 ▼-15.5%310,0110.3%UtilitiesEPDEnterprise Products Partners$3,183,363$20,001 ▼-0.6%102,6560.3%EnergyBINCiShares Flexible Income Active ETF$3,148,049$3,223 ▼-0.1%59,5770.3%ETFLLYEli Lilly and Company$3,086,751$229,168 ▼-6.9%3,9600.3%MedicalMCDMcDonald's$3,017,566$1,169 ▼0.0%10,3280.3%Retail/WholesalePHParker-Hannifin$2,970,600$106,866 ▼-3.5%4,2530.3%IndustrialsIEMGiShares Core MSCI Emerging Markets ETF$2,960,876$67,834 ▼-2.2%49,3230.3%ETFQQQInvesco QQQ$2,943,421$27,060 ▼-0.9%5,3300.3%FinanceLABCORP HOLDINGS INC$2,934,862$76,390 ▲2.7%11,1800.3%COM SHSBNBrookfield$2,923,217$77,745 ▼-2.6%47,2630.3%FinanceNOWServiceNow$2,839,416$207,662 ▼-6.8%2,7620.3%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$2,649,612$82,661 ▼-3.0%16,0270.2%ETFPNCThe PNC Financial Services Group$2,637,675$43,436 ▼-1.6%14,1490.2%FinanceVBVanguard Small-Cap ETF$2,632,532$194,016 ▲8.0%11,0720.2%ETFVOTVanguard Mid-Cap Growth ETF$2,628,640$606,390 ▼-18.7%9,2290.2%ETFFBNDFidelity Total Bond ETF$2,614,357$56,902 ▲2.2%56,9260.2%ETFMBBiShares MBS ETF$2,604,578$2,441 ▼-0.1%27,7410.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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