Tritonpoint Wealth, LLC Top Holdings and 13F Report (2025) About Tritonpoint Wealth, LLCInvestment ActivityTritonpoint Wealth, LLC has $1.05 billion in total holdings as of March 31, 2025.Tritonpoint Wealth, LLC owns shares of 338 different stocks, but just 85 companies or ETFs make up 80% of its holdings.Approximately 3.26% of the portfolio was purchased this quarter.About 3.76% of the portfolio was sold this quarter.This quarter, Tritonpoint Wealth, LLC has purchased 332 new stocks and bought additional shares in 154 stocks.Tritonpoint Wealth, LLC sold shares of 139 stocks and completely divested from 6 stocks this quarter.Largest Holdings Apple $87,611,841Amazon.com $34,199,651Vanguard Growth ETF $34,132,257Microsoft $31,630,917JPMorgan Chase & Co. $24,021,269 Largest New Holdings this Quarter 833445109 - Snowflake $1,585,885 Holding084670108 - Berkshire Hathaway $798,442 Holding92189F676 - VanEck Semiconductor ETF $524,960 Holding46654Q732 - J P MORGAN EXCHANGE TRADED F $497,542 Holding90353T100 - Uber Technologies $277,508 Holding Largest Purchases this Quarter Vanguard Growth ETF 13,701 shares (about $5.08M)Adobe 8,334 shares (about $3.20M)L3Harris Technologies 15,018 shares (about $3.14M)ServiceNow 2,187 shares (about $1.74M)Fidelity Total Bond ETF 36,969 shares (about $1.69M) Largest Sales this Quarter Accenture 36,354 shares (about $11.34M)United Parcel Service 43,425 shares (about $4.78M)Vanguard Russell 1000 11,081 shares (about $2.81M)Energy Select Sector SPDR Fund 18,068 shares (about $1.69M)Merck & Co., Inc. 10,058 shares (about $911.05K) 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$87,611,841$673,720 ▼-0.8%394,4178.3%Computer and TechnologyAMZNAmazon.com$34,199,651$633,947 ▲1.9%179,7523.3%Retail/WholesaleVUGVanguard Growth ETF$34,132,257$5,080,624 ▲17.5%92,0453.2%ETFMSFTMicrosoft$31,630,917$202,712 ▲0.6%84,2613.0%Computer and TechnologyJPMJPMorgan Chase & Co.$24,021,269$12,020 ▼-0.1%97,9262.3%FinanceGOOGLAlphabet$23,940,727$302,630 ▼-1.2%154,8162.3%Computer and TechnologyVVisa$22,436,414$195,556 ▼-0.9%64,0202.1%Business ServicesGOOGAlphabet$22,097,327$678,663 ▼-3.0%141,4412.1%Computer and TechnologyVOOVanguard S&P 500 ETF$21,053,914$121,283 ▼-0.6%40,9682.0%ETFBNLBroadstone Net Lease$16,724,507$867,540 ▼-4.9%965,0611.6%FinanceMAMastercard$16,157,431$20,828 ▼-0.1%29,4781.5%Business ServicesDHRDanaher$15,824,599$682,072 ▼-4.1%77,0731.5%MedicalIYWiShares U.S. Technology ETF$15,272,312$466,262 ▼-3.0%108,7461.5%ManufacturingISRGIntuitive Surgical$14,903,747$155,516 ▼-1.0%30,0921.4%MedicalJNJJohnson & Johnson$13,828,489$110,283 ▼-0.8%83,3851.3%MedicalXPOXPO$13,318,476$178,044 ▼-1.3%123,8011.3%TransportationDOVDover$13,281,767$120,341 ▼-0.9%75,6021.3%IndustrialsWMTWalmart$12,719,645$92,866 ▼-0.7%144,5011.2%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$11,508,028$712,534 ▲6.6%231,0381.1%ETFMDLZMondelez International$11,089,468$289,471 ▲2.7%162,3171.1%Consumer StaplesIVViShares Core S&P 500 ETF$10,790,503$744,502 ▼-6.5%19,2041.0%ETFNVDANVIDIA$10,639,523$366,682 ▲3.6%98,1601.0%Computer and TechnologyTJXTJX Companies$10,554,896$144,332 ▼-1.3%86,6581.0%Retail/WholesaleCBChubb$10,330,735$102,683 ▼-1.0%34,1061.0%FinanceTMOThermo Fisher Scientific$10,282,914$38,847 ▼-0.4%20,6471.0%MedicalWFCWells Fargo & Company$9,864,678$79,902 ▼-0.8%137,4100.9%FinanceXLIIndustrial Select Sector SPDR Fund$9,511,706$246,673 ▲2.7%72,5700.9%ETFXLVHealth Care Select Sector SPDR Fund$9,032,021$967,753 ▲12.0%61,8590.9%ETFMRKMerck & Co., Inc.$9,016,580$911,051 ▼-9.2%99,5430.9%MedicalCVXChevron$8,569,651$314,005 ▲3.8%51,2260.8%EnergyBRK.BBerkshire Hathaway$8,565,489$132,080 ▲1.6%16,0830.8%FinanceCOFCapital One Financial$8,288,773$72,974 ▼-0.9%46,2290.8%FinanceBABoeing$8,241,979$130,812 ▲1.6%48,3260.8%AerospaceEOGEOG Resources$8,180,439$166,199 ▲2.1%63,7900.8%EnergyPEPPepsiCo$8,099,371$176,181 ▲2.2%54,0170.8%Consumer StaplesABTAbbott Laboratories$7,612,323$5,173 ▲0.1%57,3870.7%MedicalHDHome Depot$7,544,204$3,298 ▼0.0%20,5850.7%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$7,536,314$91,677 ▼-1.2%36,4990.7%ETFSBUXStarbucks$7,477,190$94,362 ▲1.3%76,2280.7%Retail/WholesaleUNHUnitedHealth Group$7,392,916$112,609 ▼-1.5%14,1150.7%MedicalYUMYum! Brands$7,237,458$47,995 ▼-0.7%45,9930.7%Retail/WholesaleCOSTCostco Wholesale$6,596,107$41,616 ▲0.6%6,9740.6%Retail/WholesaleORCLOracle$6,509,682$13,981 ▼-0.2%46,5610.6%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$6,406,656$152,059 ▲2.4%79,7150.6%ETFCMECME Group$6,076,494$286,514 ▼-4.5%22,9050.6%FinanceIWOiShares Russell 2000 Growth ETF$5,943,117$7,921 ▲0.1%23,2580.6%ETFVYMVanguard High Dividend Yield ETF$5,927,131$62,417 ▼-1.0%45,9610.6%ETFLAM RESEARCH CORP$5,713,482$47,989 ▲0.8%78,3410.5%COM NEWCLColgate-Palmolive$5,514,469$45,445 ▲0.8%58,8520.5%Consumer StaplesPGProcter & Gamble$5,352,690$126,110 ▼-2.3%31,4090.5%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$5,276,734$254,734 ▼-4.6%50,4610.5%ETFBLACKROCK INC$5,112,497$30,285 ▼-0.6%5,4020.5%COMRTXRTX$5,108,797$118,550 ▲2.4%38,5690.5%AerospaceCMGChipotle Mexican Grill$5,066,959$40,319 ▼-0.8%100,9150.5%Retail/WholesaleBIVVanguard Intermediate-Term Bond ETF$4,961,883$230 ▲0.0%64,8020.5%ETFZTSZoetis$4,928,949$502,675 ▼-9.3%29,9360.5%MedicalECLEcolab$4,891,474$53,884 ▼-1.1%19,2450.5%Basic MaterialsIEFAiShares Core MSCI EAFE ETF$4,752,946$178,232 ▼-3.6%62,8280.5%ETFSPYVSPDR Portfolio S&P 500 Value ETF$4,747,671$966,755 ▲25.6%92,9640.5%ETFBXBlackstone$4,689,293$99,243 ▼-2.1%33,5480.4%FinanceAESAES$4,554,198$742,790 ▲19.5%366,6830.4%UtilitiesMETAMeta Platforms$4,536,067$145,246 ▲3.3%7,8700.4%Computer and TechnologyBIPBrookfield Infrastructure Partners$4,515,955$177,608 ▼-3.8%151,5930.4%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$4,339,055$7,995 ▼-0.2%52,1020.4%ETFMARMarriott International$4,251,925$52,643 ▼-1.2%17,8500.4%Consumer DiscretionaryXLCCommunication Services Select Sector SPDR Fund$4,134,908$38,387 ▲0.9%42,8710.4%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$4,124,352$444,044 ▼-9.7%113,6500.4%ETFTTACFCF US Quality ETF$4,089,569$91,199 ▼-2.2%63,9900.4%ETFCRMSalesforce$4,049,273$42,669 ▲1.1%15,0890.4%Computer and TechnologyADIAnalog Devices$3,992,327$11,092 ▼-0.3%19,7960.4%Computer and TechnologyVTIVanguard Total Stock Market ETF$3,984,066$14,292 ▲0.4%14,4960.4%ETFCATERPILLAR INC$3,886,119$13,253 ▼-0.3%123,4470.4%COMADBEAdobe$3,819,767$3,196,499 ▲512.9%9,9590.4%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$3,773,766$761,678 ▼-16.8%38,1500.4%FinanceKOCoca-Cola$3,707,172$172,898 ▼-4.5%51,3950.4%Consumer StaplesBAMBrookfield Asset Management$3,667,106$33,721 ▼-0.9%75,6880.3%FinanceEPDEnterprise Products Partners$3,526,696$87,910 ▲2.6%103,3010.3%EnergyCATCaterpillar$3,515,349$29,682 ▲0.9%10,6590.3%IndustrialsLLYEli Lilly and Company$3,513,178$57,810 ▲1.7%4,2540.3%MedicalXLYConsumer Discretionary Select Sector SPDR Fund$3,477,666$28,632 ▼-0.8%17,6120.3%FinanceCHKPCheck Point Software Technologies$3,469,284$142,673 ▼-4.0%15,2220.3%Computer and TechnologyLMTLockheed Martin$3,428,709$36,186 ▼-1.0%7,6750.3%AerospaceLHXL3Harris Technologies$3,390,787$3,143,385 ▲1,270.6%16,2000.3%AerospaceSPYSPDR S&P 500 ETF Trust$3,384,881$175,612 ▼-4.9%6,0330.3%FinanceMCDMcDonald's$3,227,417$15,306 ▲0.5%10,3320.3%Retail/WholesaleBINCiShares Flexible Income Active ETF$3,123,838$350,579 ▼-10.1%59,6380.3%ETFBACBank of America$2,969,082$25,580 ▼-0.9%71,1500.3%FinanceVOTVanguard Mid-Cap Growth ETF$2,778,534$31,313 ▼-1.1%11,3580.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,722,963$91,857 ▼-3.3%50,4530.3%ETFPHParker-Hannifin$2,677,889$120,949 ▼-4.3%4,4060.3%IndustrialsVOEVanguard Mid-Cap Value ETF$2,653,205$193,127 ▼-6.8%16,5270.3%ETFUNPUnion Pacific$2,610,530$99,696 ▲4.0%11,0500.2%TransportationMBBiShares MBS ETF$2,603,973$780,526 ▼-23.1%27,7670.2%ETFBSVVanguard Short-Term Bond ETF$2,590,874$51,586 ▼-2.0%33,0980.2%ETFABBVAbbVie$2,556,689$173,896 ▲7.3%12,2030.2%MedicalFBNDFidelity Total Bond ETF$2,552,300$1,694,399 ▲197.5%55,6870.2%ETFAVGOBroadcom$2,543,963$152,028 ▲6.4%15,1940.2%Computer and TechnologyBNBrookfield$2,542,933$65,512 ▼-2.5%48,5200.2%FinanceLABCORP HOLDINGS INC$2,534,422$34,214 ▲1.4%10,8890.2%COM SHSPNCThe PNC Financial Services Group$2,527,941$15,819 ▲0.6%14,3820.2%FinanceShowing 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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