Tritonpoint Wealth, LLC Purchases in Q2 2025

Tritonpoint Wealth, LLC

  • $1.08 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NEE
Nextera Energy Inc

Utilities
490
+ 7.66%
$64.11 - $75.0 $31.4K - $36.8K
6.89K $478M
TRV
Travelers Companies, Inc.

Financial Services
78
+ 7.68%
$233.83 - $276.34 $18.2K - $21.6K
1.09K $293M
IWR
Ishares Russell Mid Cap ETF

ETFs
2
+ 0.06%
$74.88 - $91.97 $150 - $184
3.41K $314M
VZ
Verizon Communications Inc

Communication Services
821
+ 12.49%
$41.67 - $45.62 $34.2K - $37.5K
7.4K $320M
AMT
American Tower Corp

Real Estate
66
+ 6.53%
$203.96 - $228.19 $13.5K - $15.1K
1.08K $240M
GILD
Gilead Sciences, Inc.

Healthcare
243
+ 3.64%
$96.91 - $113.0 $23.5K - $27.5K
6.92K $767M
SO
Southern CO

Utilities
207
+ 2.85%
$84.91 - $92.56 $17.6K - $19.2K
7.48K $687M
A
Agilent Technologies, Inc.

Healthcare
79
+ 1.07%
$99.29 - $120.52 $7.84K - $9.52K
7.44K $878M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
92
+ 0.3%
$51.68 - $52.76 $4.75K - $4.85K
30.5K $1.61B
T
At&T Inc.

Communication Services
210
+ 1.63%
$26.33 - $28.94 $5.53K - $6.08K
13.1K $379M
XLP
Consumer Staples Sector Spdr

ETFs
370
+ 1.21%
N/A
30.9K $2.5B
GOOD
Gladstone Commercial Corp

Real Estate
1K
+ 7.39%
$13.16 - $15.07 $13.2K - $15.1K
14.5K $208M
PFE
Pfizer Inc

Healthcare
1.54K
+ 5.21%
$21.59 - $24.84 $33.2K - $38.3K
31.1K $753M
ROST
Ross Stores, Inc.

Consumer Cyclical
35
+ 1.75%
$126.62 - $154.26 $4.43K - $5.4K
2.04K $260M
AIG
American International Group, Inc.

Financial Services
165
+ 1.57%
$77.56 - $87.72 $12.8K - $14.5K
10.7K $916M
FE
Firstenergy Corp

Utilities
20
+ 0.22%
$38.31 - $43.17 $766 - $863
9.21K $371M
PSX
Phillips 66

Energy
54
+ 2.65%
$92.87 - $125.73 $5.01K - $6.79K
2.09K $250M
DUK
Duke Energy Corp

Utilities
45
+ 2.36%
$112.46 - $124.05 $5.06K - $5.58K
1.95K $230M
AEP
American Electric Power CO Inc

Utilities
122
+ 3.56%
$98.59 - $109.11 $12K - $13.3K
3.55K $369M
LOW
Lowes Companies Inc

Consumer Cyclical
31
+ 1.83%
$210.83 - $235.28 $6.54K - $7.29K
1.73K $384M
MDLZ
Mondelez International, Inc.

Consumer Defensive
633
+ 0.39%
$63.54 - $68.5 $40.2K - $43.4K
163K $11.1B
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
320
+ 6.05%
$41.37 - $53.28 $13.2K - $17K
5.61K $251M
TLT
Ishares Barclays 20+ Year Trea

ETFs
37
+ 0.33%
$83.97 - $92.85 $3.11K - $3.44K
11.3K $1B
AMGN
Amgen Inc

Healthcare
106
+ 5.8%
$262.28 - $309.85 $27.8K - $32.8K
1.93K $540M
AJG
Arthur J. Gallagher & Co.

Financial Services
35
+ 1.1%
$310.86 - $348.77 $10.9K - $12.2K
3.22K $1.03B
COP
Conocophillips

Energy
110
+ 1.34%
$82.66 - $106.1 $9.09K - $11.7K
8.33K $747M
XOM
Exxon Mobil Corp

Energy
777
+ 3.91%
$99.93 - $119.04 $77.6K - $92.5K
20.7K $2.23B
ABBV
Abb Vie Inc.

Healthcare
213
+ 1.75%
$170.16 - $206.27 $36.2K - $43.9K
12.4K $2.3B
PG
Procter & Gamble CO

Consumer Defensive
368
+ 1.17%
$157.66 - $172.39 $58K - $63.4K
31.8K $5.06B
YUM
Yum Brands Inc

Consumer Cyclical
197
+ 0.43%
$138.36 - $161.45 $27.3K - $31.8K
46.2K $6.84B
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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