Tritonpoint Wealth, LLC Purchases in Q2 2025

Tritonpoint Wealth, LLC

  • $1.08 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
394
+ 2.59%
$146.29 - $275.65 $57.6K - $109K
15.6K $4.3B
META
Meta Platforms, Inc.

Communication Services
41
+ 0.52%
$484.66 - $738.09 $19.9K - $30.3K
7.91K $5.84B
XLI
Industrial Sector Spdr

ETFs
324
+ 0.45%
$116.42 - $147.52 $37.7K - $47.8K
72.9K $10.8B
VTI
Vanguard Total Stock Market Et

ETFs
1.86K
+ 12.8%
$243.75 - $303.93 $452K - $564K
16.4K $4.98B
IGV
Ishares Expanded Tech Software

ETFs
5.32K
+ 39.66%
$80.15 - $109.5 $426K - $582K
18.7K $2.05B
BIP
Brookfield Infrastructure Partners L.P.

Utilities
1.01K
+ 0.67%
$26.99 - $33.86 $27.3K - $34.3K
153K $5.11B
AUB
Atlantic Union Bankshares Corp

Financial Services
17.2K
New
$23.85 - $32.24 $410K - $555K
17.2K $538M
TSLA
Tesla, Inc.

Consumer Cyclical
304
+ 4.44%
$221.86 - $362.89 $67.4K - $110K
7.15K $2.27B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
38
+ 0.85%
$177.93 - $313.14 $6.76K - $11.9K
4.53K $1.42B
GS
Goldman Sachs Group Inc

Financial Services
154
+ 6.47%
$462.22 - $707.75 $71.2K - $109K
2.53K $1.79B
VO
Vanguard Mid Cap ETF

ETFs
983
+ 13.46%
$228.54 - $279.83 $225K - $275K
8.29K $2.33B
ABT
Abbott Laboratories

Healthcare
1.72K
+ 2.99%
$123.95 - $138.08 $213K - $237K
59.1K $8.04B
PLTR
Palantir Technologies Inc.

Technology
176
+ 2.31%
$74.01 - $144.25 $13K - $25.4K
7.81K $1.06B
DIS
Walt Disney CO

Communication Services
130
+ 0.84%
$81.72 - $124.01 $10.6K - $16.1K
15.7K $1.95B
Labcorp Holdings Inc
291
+ 2.67%
N/A
11.2K $2.93B
VGT
Vanguard Information Technolog

ETFs
6
+ 0.19%
$470.37 - $663.28 $2.82K - $3.98K
3.14K $2.08B
GE
General Electric CO

Industrials
825
+ 30.85%
$166.81 - $257.39 $138K - $212K
3.5K $901M
VB
Vanguard Small Cap ETF

ETFs
816
+ 7.96%
$193.73 - $237.37 $158K - $194K
11.1K $2.63B
BK
Bank Of New York Mellon Corp

Financial Services
3.76K
New
$73.31 - $91.62 $276K - $345K
3.76K $343M
INTU
Intuit Inc

Technology
53
+ 3.48%
$544.07 - $787.63 $28.8K - $41.7K
1.58K $1.24B
Ge Vernova Inc
256
+ 35.51%
N/A
977 $517M
CSCO
Cisco Systems, Inc.

Technology
1.77K
+ 9.24%
$53.19 - $69.38 $94.3K - $123K
21K $1.45B
IBM
International Business Machines Corp

Technology
521
+ 22.96%
$221.03 - $294.78 $115K - $154K
2.79K $822M
PM
Philip Morris International Inc.

Consumer Defensive
1.01K
+ 32.7%
$149.23 - $184.95 $151K - $187K
4.11K $754M
HON
Honeywell International Inc

Industrials
426
+ 6.0%
$182.86 - $232.88 $77.9K - $99.2K
7.53K $1.75B
SCHW
Schwab Charles Corp

Financial Services
2.69K
New
$69.06 - $91.24 $186K - $245K
2.69K $245M
FISV
Fiserv Inc

Technology
1.89K
+ 102.33%
N/A
3.74K $644M
SPOT
Spotify Technology S.A.

Communication Services
307
New
$503.3 - $775.9 $155K - $238K
307 $236M
MELI
Mercadolibre Inc

Consumer Cyclical
89
New
$1794.73 - $2613.63 $160K - $233K
89 $233M
TDG
Trans Digm Group Inc

Industrials
150
New
$1231.75 - $1520.64 $185K - $228K
150 $228M
GLW
Corning Inc

Technology
4.33K
New
$39.07 - $52.59 $169K - $228K
4.33K $228M
NDAQ
Nasdaq, Inc.

Financial Services
669
+ 5.46%
$66.4 - $89.42 $44.4K - $59.8K
12.9K $1.16B
PANW
Palo Alto Networks Inc

Technology
1.1K
New
$152.44 - $204.64 $168K - $225K
1.1K $225M
EMR
Emerson Electric CO

Industrials
7
+ 0.07%
$94.15 - $133.33 $659 - $933
9.47K $1.26B
HWM
Howmet Aerospace Inc.

Industrials
1.2K
New
$112.33 - $186.13 $135K - $224K
1.2K $224M
MSI
Motorola Solutions, Inc.

Technology
526
New
$394.72 - $440.39 $208K - $232K
526 $222M
TT
Trane Technologies PLC

Industrials
505
New
$315.21 - $437.41 $159K - $221K
505 $221M
IVW
Ishares S&P 500 Growth ETF

ETFs
162
+ 1.41%
$82.96 - $110.1 $13.4K - $17.8K
11.6K $1.28B
USB
Us Bancorp \De\

Financial Services
4.69K
New
$36.4 - $45.76 $171K - $214K
4.69K $214M
DHI
Horton D R Inc

Consumer Cyclical
1.65K
New
$115.1 - $129.63 $190K - $214K
1.65K $213M
KKR
Kkr & Co. Inc.

Financial Services
1.6K
New
$92.79 - $134.29 $148K - $214K
1.6K $212M
CI
Cigna Corp

Healthcare
636
New
$301.89 - $340.04 $192K - $216K
636 $210M
KNSL
Kinsale Capital Group, Inc.

Financial Services
432
New
$419.99 - $501.97 $181K - $217K
432 $209M
CRAI
Cra International, Inc.

Industrials
1.1K
New
$160.48 - $195.43 $176K - $214K
1.1K $205M
APH
Amphenol Corp

Technology
727
+ 18.11%
$59.09 - $98.75 $43K - $71.8K
4.74K $469M
NVS
Novartis Ag

Healthcare
1.67K
New
$101.96 - $121.01 $171K - $203K
1.67K $203M
PPG
Ppg Industries Inc

Basic Materials
1.78K
New
$91.66 - $115.04 $163K - $204K
1.78K $202M
IVE
Ishares S&P 500 Value ETF

ETFs
1.03K
New
$168.34 - $195.42 $174K - $202K
1.03K $202M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
14
+ 0.03%
$114.78 - $133.31 $1.61K - $1.87K
46K $6.13B
Activity Summary
Buys All Purchases 131 New Holdings 23 Increased Positions 108 Sells All Sells 189 Reductions 189 Sold out 0 Options Calls 0 Puts 0
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