Tritonpoint Wealth, LLC Portfolio Holdings by Sector
Tritonpoint Wealth, LLC
- $1.17 Trillion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VUG VOO IYW IVV XLF XLI XLK SPYG 99 stocks |
$292 Million
26.03% of portfolio
|
29
|
43
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$99.5 Million
8.86% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META DASH 4 stocks |
$77.1 Million
6.87% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL ADBE CHKP PLTR AKAM CRWD HOOD 9 stocks |
$61.6 Million
5.49% of portfolio
|
3
|
6
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BAC C EWBC 5 stocks |
$45.4 Million
4.04% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA COF AXP 4 stocks |
$45 Million
4.01% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$38.8 Million
3.46% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA ADI AVGO QCOM TSM AMD MU TXN 8 stocks |
$31.5 Million
2.81% of portfolio
|
4
|
4
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ MRK LLY ABBV BMY PFE GILD AMGN 9 stocks |
$31.4 Million
2.8% of portfolio
|
5
|
4
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA RTX LHX LMT GD NOC HWM 7 stocks |
$26.8 Million
2.39% of portfolio
|
5
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR TMO CSTL A 4 stocks |
$26.5 Million
2.36% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
YUM SBUX MCD CMG DPZ WING YUMC 7 stocks |
$21.7 Million
1.93% of portfolio
|
4
|
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
DOV PH GNRC EMR GE CMI ETN ROP 9 stocks |
$21.6 Million
1.92% of portfolio
|
7
|
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$20.7 Million
1.84% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
XPO GXO UPS FDX CHRW 5 stocks |
$16.2 Million
1.45% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
BNL WPC GOOD 3 stocks |
$15.8 Million
1.41% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW CRM SNOW INTU SAP TYL UBER APP 8 stocks |
$13.3 Million
1.18% of portfolio
|
5
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$13.1 Million
1.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX ROST 2 stocks |
$12.7 Million
1.13% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CB MKL PGR ALL TRV 5 stocks |
$11.3 Million
1.0% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$10.7 Million
0.96% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT SYK MDT STE EW BSX 6 stocks |
$10.7 Million
0.95% of portfolio
|
4
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM SHEL 3 stocks |
$10.5 Million
0.93% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$10.4 Million
0.93% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B AIG BRK-A 3 stocks |
$10.4 Million
0.92% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL UL 3 stocks |
$9.74 Million
0.87% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
BIP AES SRE 3 stocks |
$9.48 Million
0.84% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
CME NDAQ SPGI ICE 4 stocks |
$8.94 Million
0.8% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX ARES AB CG BK APO KKR BXSL 8 stocks |
$8.76 Million
0.78% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$8.47 Million
0.75% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI IYC 2 stocks |
$7.61 Million
0.68% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT TWI DE OSK 4 stocks |
$7.15 Million
0.64% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EOG COP 2 stocks |
$6.88 Million
0.61% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD OKE ET WMB KMI TRGP 6 stocks |
$6.87 Million
0.61% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL DD 2 stocks |
$5.56 Million
0.5% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC AUB MTB FCNCA TMP USB TFC 7 stocks |
$5.09 Million
0.45% of portfolio
|
5
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS 2 stocks |
$4.72 Million
0.42% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$4.27 Million
0.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$4.07 Million
0.36% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA GM 2 stocks |
$3.8 Million
0.34% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
REGN NVO ARCT HALO VRTX IMMX 6 stocks |
$3.37 Million
0.3% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP CSX NSC 3 stocks |
$3.28 Million
0.29% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS MS MC SCHW 4 stocks |
$3.15 Million
0.28% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$2.95 Million
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$2.75 Million
0.25% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM LDOS ACN FISV JKHY 5 stocks |
$2.66 Million
0.24% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO NEE FE AEP DUK 5 stocks |
$2.35 Million
0.21% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
BALL 1 stocks |
$2.14 Million
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$2.14 Million
0.19% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
RCL BKNG 2 stocks |
$1.8 Million
0.16% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$1.52 Million
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG MMC 2 stocks |
$1.45 Million
0.13% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TMUS T VZ CMCSA 4 stocks |
$1.4 Million
0.12% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC ASML AMAT 3 stocks |
$1.33 Million
0.12% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1.03 Million
0.09% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC PSX 2 stocks |
$1.02 Million
0.09% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH GLW 2 stocks |
$980,750
0.09% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG 1 stocks |
$882,518
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$815,812
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
RSG 1 stocks |
$777,937
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
EGP 1 stocks |
$597,835
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$596,811
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
TSCO 1 stocks |
$581,524
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL 1 stocks |
$559,921
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA 1 stocks |
$517,023
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$480,333
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
FSV 1 stocks |
$471,487
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
MOS 1 stocks |
$431,419
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR 1 stocks |
$393,492
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$392,864
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$355,823
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DHI 1 stocks |
$308,052
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$296,606
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
FTV 1 stocks |
$292,666
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
POOL 1 stocks |
$277,048
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
CRAI 1 stocks |
$235,639
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
RELX 1 stocks |
$221,177
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$218,341
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT 1 stocks |
$214,520
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$213,700
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$208,625
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM 1 stocks |
$201,880
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT 1 stocks |
$201,336
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
BXMT 1 stocks |
$188,800
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|