Tritonpoint Wealth, LLC Reduced Holdings in Q4 2024

Tritonpoint Wealth, LLC

  • $1.1 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
-910
- 1.81%
$141.15 - $162.53 $128K - $148K
49.3K $7.15B
AMD
Advanced Micro Devices Inc

Technology
-433
- 17.47%
$118.88 - $172.8 $51.5K - $74.8K
2.05K $247M
MCD
Mcdonalds Corp

Consumer Cyclical
-58
- 0.56%
$288.47 - $316.54 $16.7K - $18.4K
10.3K $2.98B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-814
- 1.09%
$51.09 - $55.27 $41.6K - $45K
74K $3.79B
AMAT
Applied Materials Inc

Technology
-182
- 6.2%
$161.44 - $213.89 $29.4K - $38.9K
2.75K $448M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.26K
- 8.64%
$89.9 - $100.66 $113K - $127K
13.3K $1.2B
MPC
Marathon Petroleum Corp

Energy
-456
- 13.82%
$131.65 - $174.84 $60K - $79.7K
2.84K $397M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-2.43K
- 9.48%
$47.26 - $48.18 $115K - $117K
23.2K $1.1B
VOE
Vanguard Mid Cap Value Index F

ETFs
-196
- 1.09%
$160.89 - $176.18 $31.5K - $34.5K
17.7K $2.87B
MDT
Medtronic PLC

Healthcare
-810
- 12.71%
$79.61 - $92.24 $64.5K - $74.7K
5.56K $448M
PFE
Pfizer Inc

Healthcare
-1.99K
- 7.16%
$24.8 - $30.19 $49.5K - $60.2K
25.9K $686M
CTAS
Cintas Corp

Industrials
-352
- 14.07%
$182.7 - $226.47 $64.3K - $79.7K
2.15K $393M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-853
- 23.65%
$101.82 - $114.06 $86.9K - $97.3K
2.75K $286M
Blackrock ETF Trust Ii
-49
- 0.07%
N/A
66.3K $3.45B
VZ
Verizon Communications Inc

Communication Services
-1.65K
- 21.66%
$39.6 - $45.21 $65.4K - $74.6K
5.97K $239M
IYH
Ishares Tr

ETFs
-155
- 1.05%
$57.53 - $65.24 $8.92K - $10.1K
14.6K $850M
NEE
Nextera Energy Inc

Utilities
-212
- 3.13%
$69.77 - $85.43 $14.8K - $18.1K
6.57K $471M
VTV
Vanguard Value ETF

ETFs
-169
- 1.29%
$168.32 - $181.87 $28.4K - $30.7K
12.9K $2.18B
TFC
Truist Financial Corp

Financial Services
-2.17K
- 28.55%
$41.51 - $48.1 $90.1K - $104K
5.43K $236M
STE
Steris PLC

Healthcare
-96
- 4.94%
$204.34 - $235.7 $19.6K - $22.6K
1.85K $380M
MMM
3 M CO

Industrials
-189
- 2.58%
$124.74 - $137.12 $23.6K - $25.9K
7.14K $922M
ROP
Roper Technologies Inc

Industrials
-99
- 11.8%
$519.85 - $575.95 $51.5K - $57K
740 $385M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-886
- 2.82%
$51.54 - $52.55 $45.7K - $46.6K
30.5K $1.58B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-269
- 1.15%
$88.59 - $94.57 $23.8K - $25.4K
23K $2.05B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-800
- 12.46%
$86.65 - $94.9 $69.3K - $75.9K
5.62K $488M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-166
- 0.49%
$77.02 - $78.58 $12.8K - $13K
33.8K $2.61B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-492
- 11.53%
N/A
3.78K $350M
DD
Du Pont De Nemours, Inc.

Basic Materials
-35
- 0.77%
$75.95 - $88.05 $2.66K - $3.08K
4.49K $342M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-156
- 0.3%
$90.66 - $99.46 $14.1K - $15.5K
52.2K $4.75B
LDOS
Leidos Holdings, Inc.

Technology
-23
- 0.61%
$143.17 - $201.39 $3.29K - $4.63K
3.74K $539M
INTC
Intel Corp

Technology
-586
- 5.22%
$19.07 - $26.23 $11.2K - $15.4K
10.6K $213M
COST
Costco Wholesale Corp

Consumer Defensive
-302
- 4.18%
$873.59 - $994.69 $264K - $300K
6.93K $6.35B
MUB
Ishares National Muni Bond ETF

ETFs
-433
- 10.82%
$105.78 - $108.7 $45.8K - $47.1K
3.57K $380M
ICE
Intercontinental Exchange, Inc.

Financial Services
-61
- 1.46%
$148.29 - $166.93 $9.05K - $10.2K
4.11K $612M
FE
Firstenergy Corp

Utilities
-26
- 0.23%
$39.14 - $44.52 $1.02K - $1.16K
11.1K $441M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-20
- 0.48%
$408.59 - $476.19 $8.17K - $9.52K
4.19K $1.76B
Cooper Cos Inc
-13
- 0.51%
N/A
2.53K $233M
CSCO
Cisco Systems, Inc.

Technology
-3.01K
- 14.02%
$52.45 - $60.02 $158K - $181K
18.5K $1.09B
TXN
Texas Instruments Inc

Technology
-66
- 4.37%
N/A
1.44K $271M
EFV
Msci Eafe Value ETF

ETFs
-128
- 1.85%
$51.78 - $57.15 $6.63K - $7.32K
6.78K $356M
FTV
Fortive Corp

Technology
-205
- 3.29%
$71.16 - $79.68 $14.6K - $16.3K
6.02K $452M
Thomson Reuters Corp.
-55
- 1.62%
N/A
3.34K $536M
LHX
L3 Harris Technologies, Inc.

Industrials
-30
- 2.48%
$208.94 - $264.22 $6.27K - $7.93K
1.18K $248M
POOL
Pool Corp

Industrials
-7
- 0.66%
$339.32 - $390.03 $2.38K - $2.73K
1.05K $357M
OTIS
Otis Worldwide Corp

Industrials
-5
- 0.17%
$92.57 - $106.01 $463 - $530
2.89K $268M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-7
- 1.33%
$396.64 - $516.74 $2.78K - $3.62K
521 $210M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-2
- 0.03%
$134.53 - $150.65 $269 - $301
7.01K $949M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-108
- 3.76%
$176.42 - $186.91 $19.1K - $20.2K
2.77K $493M
EPD
Enterprise Products Partners L.P.

Energy
-8.18K
- 7.51%
$28.66 - $34.43 $234K - $281K
101K $3.16B
Activity Summary
Buys All Purchases 128 New Holdings 21 Increased Positions 107 Sells All Sells 162 Reductions 162 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Tritonpoint Wealth, LLC Portfolio

Follow Tritonpoint Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tritonpoint Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tritonpoint Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email