Tritonpoint Wealth, LLC Purchases in Q3 2025

Tritonpoint Wealth, LLC

  • $1.17 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AXP
American Express CO

Financial Services
40
+ 1.45%
$294.27 - $342.31 $11.8K - $13.7K
2.8K $931M
TIP
Ishares Tr Tips Bd ETF

ETFs
368
+ 5.01%
$109.11 - $111.88 $40.2K - $41.2K
7.71K $857M
IYH
Ishares Tr

ETFs
310
+ 2.26%
$54.36 - $58.96 $16.9K - $18.3K
14K $825M
AEP
American Electric Power CO Inc

Utilities
137
+ 3.86%
$103.26 - $115.0 $14.1K - $15.8K
3.69K $415M
SCHA
Schwab Strategic Tr Us Small C

ETFs
6
+ 0.03%
$25.29 - $28.33 $152 - $170
17.5K $488M
DD
Du Pont De Nemours, Inc.

Basic Materials
40
+ 0.88%
$69.9 - $78.26 $2.8K - $3.13K
4.57K $356M
GOOD
Gladstone Commercial Corp

Real Estate
6K
+ 41.28%
$12.21 - $14.62 $73.3K - $87.7K
20.5K $253M
TLT
Ishares Barclays 20+ Year Trea

ETFs
335
+ 2.95%
$85.01 - $90.35 $28.5K - $30.3K
11.7K $1.04B
ITOT
Ishares Core S&P Total U.S. St

ETFs
41
+ 1.19%
$135.0 - $146.02 $5.54K - $5.99K
3.48K $507M
UBER
Uber Technologies, Inc

Technology
216
+ 5.36%
$86.91 - $99.57 $18.8K - $21.5K
4.25K $416M
SO
Southern CO

Utilities
148
+ 1.98%
$90.83 - $96.0 $13.4K - $14.2K
7.63K $723M
PWR
Quanta Services, Inc.

Industrials
3
+ 0.32%
$372.29 - $421.68 $1.12K - $1.27K
950 $393M
MMM
3 M CO

Industrials
58
+ 0.75%
$144.41 - $160.2 $8.38K - $9.29K
7.74K $1.2B
CRAI
Cra International, Inc.

Industrials
35
+ 3.2%
$170.16 - $212.31 $5.96K - $7.43K
1.13K $236M
USB
Us Bancorp \De\

Financial Services
307
+ 6.55%
$43.94 - $50.41 $13.5K - $15.5K
4.99K $244M
ALL
Allstate Corp

Financial Services
8
+ 0.48%
$192.0 - $214.65 $1.54K - $1.72K
1.66K $358M
SCHW
Schwab Charles Corp

Financial Services
111
+ 4.13%
$91.03 - $98.69 $10.1K - $11K
2.8K $267M
CVS
Cvs Health Corp

Healthcare
12
+ 0.39%
$58.75 - $76.5 $705 - $918
3.08K $232M
DUK
Duke Energy Corp

Utilities
71
+ 3.64%
$116.31 - $125.93 $8.26K - $8.94K
2.02K $250M
OTIS
Otis Worldwide Corp

Industrials
458
+ 15.04%
$84.93 - $101.07 $38.9K - $46.3K
3.5K $320M
POOL
Pool Corp

Industrials
7
+ 0.79%
$292.13 - $333.62 $2.04K - $2.34K
894 $277M
GILD
Gilead Sciences, Inc.

Healthcare
145
+ 2.1%
$108.22 - $120.47 $15.7K - $17.5K
7.06K $784M
HWM
Howmet Aerospace Inc.

Industrials
21
+ 1.75%
$171.0 - $196.23 $3.59K - $4.12K
1.22K $240M
IWR
Ishares Russell Mid Cap ETF

ETFs
3
+ 0.09%
$92.26 - $97.51 $277 - $293
3.41K $329M
OKE
Oneok Inc

Energy
1.86K
+ 13.4%
$71.36 - $83.47 $132K - $155K
15.7K $1.15B
STE
Steris PLC

Healthcare
1
+ 0.05%
$221.21 - $252.43 $221 - $252
1.99K $492M
NVS
Novartis Ag

Healthcare
16
+ 0.96%
$113.5 - $129.73 $1.82K - $2.08K
1.69K $217M
CB
Chubb LTD

Financial Services
915
+ 2.76%
$265.99 - $289.59 $243K - $265K
34.1K $9.66B
MTB
M&T Bank Corp

Financial Services
8
+ 0.32%
$183.74 - $204.05 $1.47K - $1.63K
2.51K $496M
TMUS
T Mobile Us, Inc.

Communication Services
32
+ 1.56%
$226.02 - $259.01 $7.23K - $8.29K
2.09K $500M
CEG
Constellation Energy Corp

Utilities
5
+ 0.46%
$298.82 - $354.89 $1.49K - $1.77K
1.08K $356M
KKR
Kkr & Co. Inc.

Financial Services
75
+ 4.7%
$129.95 - $152.16 $9.75K - $11.4K
1.67K $217M
AIG
American International Group, Inc.

Financial Services
974
+ 9.1%
$76.34 - $85.87 $74.4K - $83.6K
11.7K $917M
NDAQ
Nasdaq, Inc.

Financial Services
148
+ 1.14%
$86.73 - $96.94 $12.8K - $14.3K
13.1K $1.16B
EW
Edwards Lifesciences Corp

Healthcare
12
+ 0.27%
$73.75 - $81.83 $885 - $982
4.43K $344M
TT
Trane Technologies PLC

Industrials
3
+ 0.59%
$398.96 - $472.54 $1.2K - $1.42K
508 $215M
T
At&T Inc.

Communication Services
57
+ 0.44%
$26.94 - $29.62 $1.54K - $1.69K
13.2K $372M
PGR
Progressive Corp

Financial Services
106
+ 6.13%
$238.61 - $264.3 $25.3K - $28K
1.84K $453M
APO
Apollo Global Management, Inc.

Financial Services
36
+ 2.0%
$131.55 - $156.05 $4.74K - $5.62K
1.84K $245M
CRWD
Crowd Strike Holdings, Inc.

Technology
6
+ 0.76%
$412.46 - $514.1 $2.47K - $3.08K
795 $390M
EMR
Emerson Electric CO

Industrials
27
+ 0.29%
$128.6 - $149.63 $3.47K - $4.04K
9.5K $1.25B
BSX
Boston Scientific Corp

Healthcare
136
+ 4.04%
$97.03 - $108.14 $13.2K - $14.7K
3.5K $342M
LLY
Eli Lilly & CO

Healthcare
59
+ 1.49%
$625.65 - $812.69 $36.9K - $47.9K
4.02K $3.07B
MOS
Mosaic CO

Basic Materials
20
+ 0.16%
$30.93 - $37.81 $619 - $756
12.4K $431M
TXN
Texas Instruments Inc

Technology
31
+ 1.97%
N/A
1.6K $294M
IBM
International Business Machines Corp

Technology
11
+ 0.39%
$234.77 - $292.47 $2.58K - $3.22K
2.8K $790M
CTAS
Cintas Corp

Industrials
3
+ 0.13%
$199.29 - $226.27 $598 - $679
2.34K $480M
ARES
Ares Management Corp

Financial Services
78
+ 1.45%
$159.89 - $192.76 $12.5K - $15K
5.44K $870M
SPGI
S&P Global Inc.

Financial Services
22
+ 1.22%
$484.94 - $564.15 $10.7K - $12.4K
1.82K $888M
Activity Summary
Buys All Purchases 163 New Holdings 13 Increased Positions 150 Sells All Sells 142 Reductions 142 Sold out 0 Options Calls 0 Puts 0
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