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TRITONPOINT WEALTH, LLC13F | |
| TRITONPOINT WEALTH, LLC | |
| Last update 2025-07-17 | 344 Stocks (23 new) |
| Value $1.08 Bil | Turnover 1 % |
TRITONPOINT WEALTH, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 383,207 | 78,622.5 | -2.84% | 7.280 | -0.24% | 0.000 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
MSFT | Microsoft Corp | 82,595 | 41,083.3 | -1.98% | 3.800 | -0.06% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
VUG | Vanguard Growth ETF | 90,188 | 39,583.9 | -2.02% | 3.660 | -0.07% | 0.020 | +25.10% | +10.01% | 165,393.5 | ||
AMZN | Amazon.com Inc | 175,114 | 38,418.3 | -2.58% | 3.550 | -0.08% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
JPM | JPMorgan Chase & Co | 95,972 | 27,823.3 | -2.00% | 2.570 | -0.05% | 0.000 | +23.79% | +25.81% | 815,993.3 | Banks | |
GOOGL | Alphabet Inc | 153,680 | 27,083.1 | -0.73% | 2.510 | -0.02% | 0.000 | +22.60% | +0.73% | 2,312,572.8 | Interactive Media | |
GOOG | Alphabet Inc | 139,437 | 24,734.7 | -1.42% | 2.290 | -0.03% | 0.000 | +21.57% | +0.80% | 2,318,801.9 | Interactive Media | |
VOO | Vanguard S&P 500 ETF | 40,675 | 23,175.8 | -0.72% | 2.140 | -0.01% | 0.000 | +18.82% | +8.89% | 663,622.4 | ||
V | Visa Inc | 61,561 | 21,857.2 | -3.84% | 2.020 | -0.08% | 0.000 | +6.43% | +12.80% | 694,059.1 | Credit Services | |
IYW | iShares U.S. Technology ETF | 107,372 | 18,604.4 | -1.26% | 1.720 | -0.02% | 0.090 | +32.34% | +12.06% | 22,438.5 |
TRITONPOINT WEALTH, LLC's Historical Top Holdings Breakdowns
TRITONPOINT WEALTH, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BNL | Broadstone Net Lease Inc | 2025-06-30 | Reduce Reduce | -0.27% | 14.72 ($16.04) 17.13 | $15.87 | -1.06% | Reduce -17.29% | 798,164 | -166,897 | |
XPO | XPO Inc | 2025-06-30 | Reduce Reduce | -0.26% | 91.46 ($112.1) 128.1 | $135.00 | 20.43% | Reduce -20.69% | 98,187 | -25,614 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.24% | 172.42 ($202.27) 223.89 | $214.29 | 5.94% | Reduce -2.84% | 383,207 | -11,210 | |
COF | Capital One Financial Corp | 2025-06-30 | Reduce Reduce | -0.24% | 150.57 ($186.48) 212.76 | $219.46 | 17.69% | Reduce -30.7% | 32,038 | -14,191 | |
LULU | Lululemon Athletica Inc | 2025-06-30 | Sold Out Sold Out | -0.16% | 225.56 ($275.58) 335.19 | $224.04 | -18.70% | Sold Out | 0 | -5,775 | |
XLV | Health Care Select Sector SPDR | 2025-06-30 | Reduce Reduce | -0.12% | 128.77 ($135.21) 146.01 | $136.27 | 0.78% | Reduce -13.39% | 53,573 | -8,286 | |
ZTS | Zoetis Inc | 2025-06-30 | Reduce Reduce | -0.12% | 144.41 ($158.66) 170.3 | $153.45 | -3.28% | Reduce -25.94% | 22,171 | -7,765 | |
XLE | The Energy Select Sector SPDR Fund | 2025-06-30 | Reduce Reduce | -0.11% | 76.44 ($83.45) 94.13 | $86.81 | 4.03% | Reduce -53.35% | 10,403 | -11,896 | |
CMG | Chipotle Mexican Grill Inc | 2025-06-30 | Reduce Reduce | -0.10% | 45.98 ($50.86) 56.15 | $52.78 | 3.78% | Reduce -21.31% | 79,407 | -21,508 | |
IWO | iShares Russell 2000 Growth ETF | 2025-06-30 | Reduce Reduce | -0.10% | 224.16 ($263.09) 285.86 | $296.16 | 12.57% | Reduce -18.36% | 18,988 | -4,270 |
TRITONPOINT WEALTH, LLC Total Holding History ($B)
TRITONPOINT WEALTH, LLC's Asset Allocation
TRITONPOINT WEALTH, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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TRITONPOINT WEALTH, LLC's Hypothetical Growth since 2025-06-30
TRITONPOINT WEALTH, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
TRITONPOINT WEALTH, LLC's Holdings Heat Map
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TRITONPOINT WEALTH, LLC's Holdings Bubble Chart
TRITONPOINT WEALTH, LLC News
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