Tripletail Wealth Management, LLC Reduced Holdings in Q3 2025

Tripletail Wealth Management, LLC

  • $84.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
-12.8K
- 99.91%
$108.97 - $121.65 $1.4M - $1.56M
12 $5.68M
NVDA
Nvidia Corp

Technology
-1.53K
- 6.05%
$153.3 - $186.58 $234K - $285K
23.7K $4.44B
PEP
Pepsico Inc

Consumer Defensive
-606
- 43.29%
$133.81 - $152.16 $81.1K - $92.2K
794 $111M
QDPL
Pacer Fds Tr Metaurus Us Large
-3.44K
- 7.8%
$39.4 - $42.1 $135K - $145K
40.6K $1.72B
CRM
Salesforce, Inc.

Technology
-248
- 24.65%
$231.66 - $273.65 $57.5K - $67.9K
758 $185M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-2.18K
- 7.18%
$55.15 - $58.11 $120K - $127K
28.2K $1.63B
AMZN
Amazon Com Inc

Consumer Cyclical
-165
- 1.99%
$211.65 - $238.24 $34.9K - $39.3K
8.11K $1.79B
MCD
Mcdonalds Corp

Consumer Cyclical
-50
- 5.51%
$291.67 - $316.99 $14.6K - $15.8K
857 $253M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-211
- 9.08%
$459.11 - $506.91 $96.9K - $107K
2.11K $1.06B
CSCO
Cisco Systems, Inc.

Technology
-78
- 2.16%
$66.2 - $71.79 $5.16K - $5.6K
3.54K $243M
DCTH
Delcath Systems, Inc.

Healthcare
-4.34K
- 10.54%
$10.01 - $12.76 $43.4K - $55.4K
36.8K $411M
XLE
Energy Sector Spdr

ETFs
-150
- 5.46%
$84.25 - $91.99 $12.6K - $13.8K
2.6K $232M
HD
Home Depot, Inc.

Consumer Cyclical
-1
- 0.08%
$357.4 - $423.42 $357 - $423
1.27K $490M
XLF
Financial Sector Spdr

ETFs
-100
- 1.8%
$51.37 - $54.25 $5.14K - $5.43K
5.46K $295M
MRK
Merck & Co., Inc.

Healthcare
-128
- 4.77%
$77.6 - $87.37 $9.93K - $11.2K
2.56K $225M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-1.06K
- 4.1%
$33.78 - $36.74 $35.8K - $38.9K
24.8K $918M
VIS
Vanguard Industrial ETF

ETFs
-20
- 1.41%
$281.0 - $296.29 $5.62K - $5.93K
1.4K $420M
RIO
Rio Tinto PLC

Basic Materials
-93
- 1.94%
$57.66 - $66.01 $5.36K - $6.14K
4.71K $314M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-431
- 3.45%
$39.37 - $44.24 $17K - $19.1K
12.1K $532M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-70
- 8.32%
$224.68 - $282.71 $15.7K - $19.8K
771 $234M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-255
- 2.73%
$181.56 - $190.33 $46.3K - $48.5K
9.1K $1.74B
LMT
Lockheed Martin Corp

Industrials
-18
- 3.56%
$410.74 - $499.21 $7.39K - $8.99K
487 $250M
UNM
Unum Group

Financial Services
-106
- 2.0%
$68.55 - $82.12 $7.27K - $8.7K
5.2K $412M
AVGO
Broadcom Inc.

Technology
-180
- 4.47%
$264.74 - $369.57 $47.7K - $66.5K
3.85K $1.29B
Arista Networks Inc
-490
- 4.75%
N/A
9.82K $1.49B
Gsk PLC
-100
- 0.85%
N/A
11.6K $503M
Pacer Fds Tr
-49
- 0.13%
N/A
36.8K $1.36B
VRT
Vertiv Holdings CO

Industrials
-20
- 0.42%
N/A
4.69K $762M
LLY
Eli Lilly & CO

Healthcare
-2
- 0.25%
$625.65 - $812.69 $1.25K - $1.63K
784 $663M
MU
Micron Technology Inc

Technology
-92
- 3.67%
$104.88 - $168.89 $9.65K - $15.5K
2.42K $470M
AAPL
Apple Inc.

Technology
-321
- 3.47%
$202.38 - $256.87 $65K - $82.5K
8.92K $2.29B
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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