Tripletail Wealth Management, LLC New Holdings in Q3 2025

Tripletail Wealth Management, LLC

  • $84.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TFC
Truist Financial Corp

Financial Services
817
New
$42.83 - $47.07 $35K - $38.5K
817 $37.4M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
490
New
$69.02 - $73.57 $33.8K - $36K
490 $36.7M
IVE
Ishares S&P 500 Value ETF

ETFs
175
New
$194.44 - $206.51 $34K - $36.1K
175 $36.5M
VDE
Vanguard Energy ETF

ETFs
289
New
$118.37 - $129.65 $34.2K - $37.5K
289 $36.5M
VZ
Verizon Communications Inc

Communication Services
874
New
$40.84 - $45.06 $35.7K - $39.4K
874 $36.3M
JPHY
Jp Morgan High Yield Research

ETFs
775
New
N/A
775 $36.2M
ADBE
Adobe Inc.

Technology
102
New
$333.65 - $392.1 $34K - $40K
102 $35.7M
VO
Vanguard Mid Cap ETF

ETFs
120
New
$279.83 - $293.74 $33.6K - $35.2K
120 $35.5M
SMBK
Smartfinancial Inc.

Financial Services
970
New
$32.94 - $37.83 $32K - $36.7K
970 $34.9M
EFV
Msci Eafe Value ETF

ETFs
508
New
$62.79 - $68.42 $31.9K - $34.8K
508 $34.7M
BBSI
Barrett Business Services Inc

Industrials
760
New
$42.51 - $49.17 $32.3K - $37.4K
760 $33.8M
MDT
Medtronic PLC

Healthcare
343
New
$87.67 - $95.74 $30.1K - $32.8K
343 $33.8M
AMD
Advanced Micro Devices Inc

Technology
146
New
$134.8 - $184.42 $19.7K - $26.9K
146 $31.7M
VCR
Vanguard Consumer Discretionar

ETFs
80
New
$359.61 - $401.35 $28.8K - $32.1K
80 $31.5M
VV
Vanguard Large Cap ETF

ETFs
100
New
$285.05 - $309.14 $28.5K - $30.9K
100 $31.1M
DHR
Danaher Corp

Healthcare
145
New
$181.46 - $212.2 $26.3K - $30.8K
145 $30.9M
FBK
Fb Financial Corp

Financial Services
520
New
$46.72 - $56.0 $24.3K - $29.1K
520 $30.9M
TGT
Target Corp

Consumer Defensive
343
New
$86.56 - $107.43 $29.7K - $36.8K
343 $30.5M
ADSK
Autodesk, Inc.

Technology
89
New
N/A
89 $28.5M
DDOG
Datadog, Inc.

Technology
180
New
$124.52 - $155.15 $22.4K - $27.9K
180 $28M
SNOW
Snowflake Inc.

Technology
115
New
$191.73 - $241.0 $22K - $27.7K
115 $27.8M
Alps ETF Tr
750
New
N/A
750 $27.5M
CPRT
Copart Inc

Consumer Cyclical
612
New
$44.6 - $49.97 $27.3K - $30.6K
612 $27.1M
NDAQ
Nasdaq, Inc.

Financial Services
300
New
$86.73 - $96.94 $26K - $29.1K
300 $26.6M
NEE
Nextera Energy Inc

Utilities
300
New
$69.77 - $77.54 $20.9K - $23.3K
300 $24.9M
American Centy ETF Tr
415
New
N/A
415 $24.8M
SPTS
Spdr Portfolio Short Term Trea

ETFs
848
New
$29.12 - $29.34 $24.7K - $24.9K
848 $24.8M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
857
New
$28.38 - $29.05 $24.3K - $24.9K
857 $24.7M
IEMG
Ishares Inc

ETFs
353
New
N/A
353 $23.8M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
94
New
$225.11 - $247.9 $21.2K - $23.3K
94 $23.6M
CGDV
Capital Group Divid Value ETF

ETFs
546
New
$39.59 - $42.21 $21.6K - $23K
546 $23.2M
SNPS
Synopsys Inc

Technology
48
New
$387.78 - $645.35 $18.6K - $31K
48 $23M
ASTS
Ast Space Mobile, Inc.

Communication Services
320
New
$36.91 - $60.06 $11.8K - $19.2K
320 $22.9M
SPTL
Spdr Portfolio Long Term Treas

ETFs
852
New
$25.67 - $27.21 $21.9K - $23.2K
852 $22.8M
BMY
Bristol Myers Squibb CO

Healthcare
494
New
$43.31 - $48.98 $21.4K - $24.2K
494 $22.1M
MATW
Matthews International Corp

Industrials
920
New
$23.04 - $25.89 $21.2K - $23.8K
920 $22M
PBFS
Pioneer Bancorp, Inc.

Financial Services
1.69K
New
$11.89 - $13.58 $20.1K - $23K
1.69K $22M
EFG
Msci Eafe Growth ETF

ETFs
188
New
$106.99 - $114.46 $20.1K - $21.5K
188 $22M
IYW
Ishares Dj Us Tech ETF

ETFs
106
New
$171.38 - $197.01 $18.2K - $20.9K
106 $21.2M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
510
New
N/A
510 $21.2M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
200
New
$67.16 - $93.48 $13.4K - $18.7K
200 $20.1M
SBUX
Starbucks Corp

Consumer Cyclical
243
New
$81.9 - $96.86 $19.9K - $23.5K
243 $20M
NKE
Nike, Inc.

Consumer Cyclical
271
New
$69.24 - $79.24 $18.8K - $21.5K
271 $19.2M
MO
Altria Group, Inc.

Consumer Defensive
291
New
$57.75 - $67.68 $16.8K - $19.7K
291 $19.1M
MTB
M&T Bank Corp

Financial Services
100
New
$183.74 - $204.05 $18.4K - $20.4K
100 $19.1M
AZN
Astrazeneca PLC

Healthcare
221
New
$68.72 - $82.11 $15.2K - $18.1K
221 $19M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
300
New
$59.61 - $63.09 $17.9K - $18.9K
300 $18.9M
ORCL
Oracle Corp

Technology
65
New
$218.96 - $328.33 $14.2K - $21.3K
65 $18.9M
PRU
Prudential Financial Inc

Financial Services
180
New
$100.68 - $109.89 $18.1K - $19.8K
180 $18.8M
Activity Summary
Buys All Purchases 277 New Holdings 254 Increased Positions 23 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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