Tripletail Wealth Management, LLC Portfolio Holdings by Sector
Tripletail Wealth Management, LLC
- $70.2 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Specialty Industrial Machinery | Industrials
JBT 1 stocks |
$19.7 Million
30.6% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
RSP COWZ IVW PULS SECT ICOW IVV ECOW 18 stocks |
$12.8 Million
19.91% of portfolio
|
18
|
- |
18
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO QCOM MU TSM TXN 6 stocks |
$7.12 Million
11.04% of portfolio
|
6
|
- |
6
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PANW CRWD NET 4 stocks |
$3.6 Million
5.58% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.11 Million
3.27% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.84 Million
2.85% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC C 3 stocks |
$1.49 Million
2.32% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV LLY AMGN MRK 4 stocks |
$1.48 Million
2.3% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$1.45 Million
2.25% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
MP RIO 2 stocks |
$1.15 Million
1.78% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.08 Million
1.67% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$839,425
1.3% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI 1 stocks |
$825,782
1.28% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$705,347
1.09% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$659,992
1.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS MS 2 stocks |
$656,546
1.02% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$639,391
0.99% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
DCTH SYK 2 stocks |
$638,138
0.99% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$597,417
0.93% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP 1 stocks |
$579,198
0.9% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$489,626
0.76% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$487,362
0.76% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$447,771
0.69% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$433,856
0.67% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$428,993
0.66% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
UNM 1 stocks |
$367,588
0.57% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$311,010
0.48% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$276,436
0.43% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$257,692
0.4% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$243,429
0.38% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM 1 stocks |
$238,387
0.37% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
OWL 1 stocks |
$230,783
0.36% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$215,398
0.33% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Broadcasting | Communication Services
FUBO 1 stocks |
$36,635
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|