Tritonpoint Wealth, LLC Reduced Holdings in Q2 2025

Tritonpoint Wealth, LLC

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

Technology
-11.2K
- 2.84%
$172.42 - $223.89 $1.93M - $2.51M
383K $78.6B
BNL
Broadstone Net Lease, Inc.

Real Estate
-167K
- 17.29%
$14.72 - $17.13 $2.46M - $2.86M
798K $13B
UNH
Unitedhealth Group Inc

Healthcare
-640
- 4.53%
$274.35 - $599.47 $176K - $384K
13.5K $4.2B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-158
- 0.77%
$390.26 - $489.06 $61.7K - $77.3K
20.5K $8.32B
XLV
Select Sector Spdr Fund Health

ETFs
-8.29K
- 13.39%
$128.77 - $144.3 $1.07M - $1.2M
53.6K $7.22B
MRK
Merck & Co., Inc.

Healthcare
-6.03K
- 6.06%
$73.47 - $87.12 $443K - $525K
93.5K $7.48B
COF
Capital One Financial Corp

Financial Services
-14.2K
- 30.7%
$150.57 - $212.76 $2.14M - $3.02M
32K $6.82B
ZTS
Zoetis Inc.

Healthcare
-7.77K
- 25.94%
$144.41 - $170.3 $1.12M - $1.32M
22.2K $3.46B
CVX
Chevron Corp

Energy
-1.56K
- 3.04%
$133.73 - $168.51 $208K - $262K
49.7K $7.11B
JNJ
Johnson & Johnson

Healthcare
-2.2K
- 2.64%
$146.36 - $159.82 $323K - $352K
81.2K $12.4B
AES
Aes Corp

Utilities
-56.7K
- 15.46%
$9.63 - $12.55 $546K - $711K
310K $3.26B
PEP
Pepsico Inc

Consumer Defensive
-1.91K
- 3.54%
$128.02 - $151.37 $245K - $289K
52.1K $6.88B
XLE
Energy Sector Spdr

ETFs
-11.9K
- 53.35%
$76.44 - $94.13 $909K - $1.12M
10.4K $882M
DHR
Danaher Corp

Healthcare
-2.75K
- 3.56%
$174.64 - $205.16 $480K - $564K
74.3K $14.7B
XPO
Xpo Logistics, Inc.

Industrials
-25.6K
- 20.69%
$91.46 - $128.1 $2.34M - $3.28M
98.2K $12.4B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-249
- 1.55%
$483.48 - $539.8 $120K - $134K
15.8K $7.69B
SBUX
Starbucks Corp

Consumer Cyclical
-4.06K
- 5.32%
$79.69 - $99.41 $323K - $403K
72.2K $6.61B
UPS
United Parcel Service Inc

Industrials
-5.1K
- 24.64%
$91.92 - $110.2 $469K - $562K
15.6K $1.58B
AKAM
Akamai Technologies Inc

Technology
-8.39K
- 41.83%
N/A
11.7K $930M
CB
Chubb LTD

Financial Services
-918
- 2.69%
$274.32 - $302.46 $252K - $278K
33.2K $9.65B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-34.3K
- 36.9%
$19.6 - $24.44 $672K - $838K
58.7K $1.43B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-21.5K
- 21.31%
$45.98 - $56.15 $989K - $1.21M
79.4K $4.46B
V
Visa Inc.

Financial Services
-2.46K
- 3.84%
$308.27 - $373.31 $758K - $918K
61.6K $21.9B
GXO
Gxo Logistics, Inc.

Industrials
-22K
- 40.93%
$31.53 - $49.1 $695K - $1.08M
31.8K $1.55B
ACN
Accenture PLC

Technology
-1.54K
- 26.15%
$279.23 - $323.21 $429K - $496K
4.34K $1.3B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-4.27K
- 18.36%
$224.16 - $285.86 $957K - $1.22M
19K $5.43B
BMY
Bristol Myers Squibb CO

Healthcare
-1.84K
- 6.61%
$44.12 - $59.6 $81K - $109K
25.9K $1.2B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-5.99K
- 44.77%
$72.61 - $88.75 $435K - $531K
7.39K $656M
LLY
Eli Lilly & CO

Healthcare
-294
- 6.91%
$713.71 - $898.95 $210K - $264K
3.96K $3.09B
VBK
Vanguard Small Cap Growth ETF

ETFs
-2.13K
- 25.19%
$219.76 - $276.94 $468K - $590K
6.33K $1.76B
SLB
Schlumberger Limited

Energy
-5.97K
- 29.43%
$31.95 - $42.2 $191K - $252K
14.3K $489M
HD
Home Depot, Inc.

Consumer Cyclical
-984
- 4.78%
$335.24 - $380.78 $330K - $375K
19.6K $7.19B
EPD
Enterprise Products Partners L.P.

Energy
-645
- 0.62%
$28.95 - $34.22 $18.7K - $22.1K
103K $3.18B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-69
- 2.7%
$483.07 - $625.6 $33.3K - $43.2K
2.49K $1.3B
OKE
Oneok Inc

Energy
-356
- 2.51%
$78.71 - $100.37 $28K - $35.7K
13.9K $1.13B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.58K
- 9.07%
$90.56 - $109.49 $415K - $501K
45.9K $5.01B
NVO
Novo Nordisk A S

Healthcare
-3.42K
- 20.89%
$58.08 - $81.05 $199K - $277K
13K $894M
CL
Colgate Palmolive CO

Consumer Defensive
-768
- 1.3%
$87.57 - $96.0 $67.3K - $73.7K
58.1K $5.28B
UNP
Union Pacific Corp

Industrials
-663
- 6.0%
$208.27 - $238.46 $138K - $158K
10.4K $2.39B
MCD
Mcdonalds Corp

Consumer Cyclical
-4
- 0.04%
$285.55 - $321.23 $1.14K - $1.28K
10.3K $3.02B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-3.69K
- 26.22%
$47.02 - $47.83 $174K - $176K
10.4K $497M
CPRT
Copart Inc

Consumer Cyclical
-336
- 1.81%
$47.72 - $63.84 $16K - $21.5K
18.2K $893M
VOT
Vanguard Mid Cap Growth Index

ETFs
-2.13K
- 18.74%
$216.28 - $284.39 $460K - $605K
9.23K $2.63B
ADBE
Adobe Inc.

Technology
-462
- 4.64%
$340.0 - $420.68 $157K - $194K
9.5K $3.67B
FTV
Fortive Corp

Technology
-51
- 0.82%
$52.13 - $74.29 $2.66K - $3.79K
6.16K $321M
CHKP
Check Point Software Technologies LTD

Technology
-98
- 0.64%
$204.26 - $233.47 $20K - $22.9K
15.1K $3.35B
DPZ
Dominos Pizza Inc

Consumer Cyclical
-188
- 4.66%
$430.72 - $497.52 $81K - $93.5K
3.84K $1.73B
MDT
Medtronic PLC

Healthcare
-1.11K
- 16.62%
$80.68 - $88.86 $89.6K - $98.6K
5.57K $490M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-719
- 22.93%
$320.42 - $421.7 $230K - $303K
2.42K $1.03B
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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