Tritonpoint Wealth, LLC Portfolio Holdings by Sector
Tritonpoint Wealth, LLC
- $1.08 Trillion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VUG VOO IYW IVV XLF XLI XLK SPYG 98 stocks |
$275 Million
26.25% of portfolio
|
26
|
58
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$78.6 Million
7.51% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL ADBE CHKP PLTR AKAM CRWD PANW 8 stocks |
$60.5 Million
5.78% of portfolio
|
3
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META SPOT 4 stocks |
$57.9 Million
5.53% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA COF AXP 4 stocks |
$46.2 Million
4.41% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BAC C EWBC 5 stocks |
$42.7 Million
4.08% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$38.7 Million
3.69% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ MRK LLY ABBV BMY GILD PFE AMGN 9 stocks |
$28.7 Million
2.75% of portfolio
|
5
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA ADI AVGO QCOM TSM AMD TXN MU 8 stocks |
$26.5 Million
2.53% of portfolio
|
2
|
6
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR TMO A CSTL 4 stocks |
$24.7 Million
2.36% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
YUM SBUX CMG MCD DPZ WING YUMC 7 stocks |
$24.5 Million
2.34% of portfolio
|
2
|
5
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA RTX LHX LMT GD TDG HWM 7 stocks |
$24.3 Million
2.32% of portfolio
|
2
|
5
|
2
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
DOV PH GNRC EMR GE ROP ETN CMI 9 stocks |
$21.9 Million
2.09% of portfolio
|
3
|
6
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$20.2 Million
1.93% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
XPO UPS GXO FDX 4 stocks |
$16 Million
1.53% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$15.9 Million
1.51% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
BNL WPC GOOD 3 stocks |
$13.5 Million
1.29% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM NOW SNOW INTU SAP TYL UBER 7 stocks |
$12.7 Million
1.22% of portfolio
|
3
|
4
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CB MKL PGR ALL TRV KNSL 6 stocks |
$11.5 Million
1.1% of portfolio
|
2
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT SYK MDT STE BSX EW 6 stocks |
$11.3 Million
1.08% of portfolio
|
4
|
2
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$11.1 Million
1.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX ROST 2 stocks |
$10.8 Million
1.03% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$10.7 Million
1.03% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
CL PG UL 3 stocks |
$10.7 Million
1.02% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$9.34 Million
0.89% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B AIG BRK-A 3 stocks |
$9.34 Million
0.89% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
CME NDAQ SPGI ICE 4 stocks |
$9.18 Million
0.88% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
BIP AES SRE 3 stocks |
$8.83 Million
0.84% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX ARES AB CG BK APO BXSL KKR 8 stocks |
$8.08 Million
0.77% of portfolio
|
5
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$7.57 Million
0.72% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EOG COP 2 stocks |
$7.54 Million
0.72% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI IYC 2 stocks |
$7.11 Million
0.68% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD OKE WMB KMI ET TRGP 6 stocks |
$6.38 Million
0.61% of portfolio
|
1
|
5
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT TWI DE OSK 4 stocks |
$6.37 Million
0.61% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL DD PPG 3 stocks |
$5.65 Million
0.54% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS CI 3 stocks |
$4.63 Million
0.44% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$4.58 Million
0.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC AUB MTB FCNCA TMP USB 6 stocks |
$4.57 Million
0.44% of portfolio
|
2
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$4.49 Million
0.43% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN IBM FISV LDOS CACI JKHY 6 stocks |
$4.16 Million
0.4% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$3.46 Million
0.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
REGN NVO ARCT VRTX HALO IMMX EQ 7 stocks |
$3.15 Million
0.3% of portfolio
|
1
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP CSX NSC 3 stocks |
$3.15 Million
0.3% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$2.92 Million
0.28% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS MS MC SCHW 4 stocks |
$2.85 Million
0.27% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA GM 2 stocks |
$2.48 Million
0.24% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
BALL 1 stocks |
$2.45 Million
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$2.27 Million
0.22% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO NEE FE AEP DUK 5 stocks |
$2.13 Million
0.2% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
RCL BKNG 2 stocks |
$1.78 Million
0.17% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI 2 stocks |
$1.68 Million
0.16% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TMUS T VZ CMCSA 4 stocks |
$1.44 Million
0.14% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG MMC 2 stocks |
$1.41 Million
0.13% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC ASML AMAT 3 stocks |
$1.18 Million
0.11% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1.07 Million
0.1% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$893,332
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
RSG 1 stocks |
$842,420
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC PSX 2 stocks |
$770,233
0.07% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH GLW 2 stocks |
$696,759
0.07% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
EGP 1 stocks |
$589,820
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG 1 stocks |
$588,703
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
TSCO 1 stocks |
$574,454
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$520,874
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$488,562
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL 1 stocks |
$483,292
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
MOS 1 stocks |
$453,082
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
FSV 1 stocks |
$442,659
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$374,820
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR 1 stocks |
$358,042
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$347,388
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$331,212
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
FTV 1 stocks |
$320,964
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA 1 stocks |
$308,691
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
RELX 1 stocks |
$262,680
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
POOL 1 stocks |
$258,543
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT 1 stocks |
$239,907
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$236,448
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT 1 stocks |
$221,064
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DHI 1 stocks |
$212,878
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
CRAI 1 stocks |
$205,170
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
BXMT 1 stocks |
$197,200
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|