Tritonpoint Wealth, LLC Purchases in Q3 2024

Tritonpoint Wealth, LLC

  • $1.09 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
98.5K
New
$49.83 - $62.75 $4.91M - $6.18M
98.5K $5.65B
VUG
Vanguard Growth ETF

ETFs
9.87K
+ 14.76%
$341.08 - $391.94 $3.37M - $3.87M
76.8K $29.3B
DHR
Danaher Corp

Healthcare
1.88K
+ 2.38%
$239.25 - $280.76 $450K - $528K
80.9K $22.3B
ORCL
Oracle Corp

Technology
7.14K
+ 17.45%
$125.9 - $170.35 $899K - $1.22M
48.1K $8.11B
ACN
Accenture PLC

Technology
839
+ 1.99%
$295.44 - $355.81 $248K - $299K
43K $15B
WMT
Walmart Inc.

Consumer Defensive
5.25K
+ 3.57%
$66.91 - $81.4 $351K - $427K
152K $12.1B
MDLZ
Mondelez International, Inc.

Consumer Defensive
9.88K
+ 6.31%
$64.35 - $75.71 $636K - $748K
166K $12.4B
JNJ
Johnson & Johnson

Healthcare
3.73K
+ 4.43%
$145.48 - $167.38 $542K - $624K
87.9K $14.2B
V
Visa Inc.

Financial Services
3.98K
+ 6.44%
$253.74 - $291.56 $1.01M - $1.16M
65.9K $18.1B
BIP
Brookfield Infrastructure Partners L.P.

Utilities
21.3K
+ 15.21%
$27.14 - $35.2 $577K - $748K
161K $5.66B
BX
Blackstone Inc.

Financial Services
5.45K
+ 19.58%
$120.77 - $159.66 $658K - $870K
33.3K $5.16B
XLI
Industrial Sector Spdr

ETFs
6.27K
+ 9.83%
$120.56 - $135.44 $755K - $849K
70K $9.44B
CB
Chubb LTD

Financial Services
1.62K
+ 4.74%
$252.51 - $292.2 $408K - $472K
35.7K $10.4B
JPM
Jpmorgan Chase & CO

Financial Services
3.97K
+ 4.11%
$194.9 - $224.8 $774K - $893K
101K $21.2B
UNH
Unitedhealth Group Inc

Healthcare
1.1K
+ 8.11%
$488.01 - $604.18 $538K - $666K
14.7K $8.55B
DOV
Dover Corp

Industrials
3.28K
+ 4.45%
$172.5 - $193.03 $566K - $633K
77K $14.8B
AES
Aes Corp

Utilities
45.5K
+ 21.37%
$16.18 - $20.07 $737K - $914K
259K $5.19B
VTI
Vanguard Total Stock Market Et

ETFs
3.95K
+ 39.62%
$255.18 - $283.2 $1.01M - $1.12M
13.9K $3.94B
ISRG
Intuitive Surgical Inc

Healthcare
214
+ 0.69%
$416.14 - $494.01 $89.1K - $106K
31.3K $15B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.86K
+ 13.14%
$105.53 - $118.34 $619K - $694K
50.5K $5.88B
TJX
Tjx Companies Inc

Consumer Cyclical
3.66K
+ 4.25%
$107.93 - $120.23 $395K - $440K
89.8K $10.6B
GS
Goldman Sachs Group Inc

Financial Services
2.06K
New
$459.02 - $510.25 $945K - $1.05M
2.06K $1.03B
LMT
Lockheed Martin Corp

Industrials
39
+ 0.45%
$460.3 - $584.56 $18K - $22.8K
8.64K $5.03B
BLK
Black Rock Inc.

Financial Services
117
+ 2.17%
$782.27 - $949.51 $91.5K - $111K
5.51K $5.21B
Brookfield Asset Managmt LTD
3.38K
+ 4.26%
N/A
82.8K $3.91B
META
Meta Platforms, Inc.

Communication Services
774
+ 11.89%
$453.41 - $572.44 $351K - $443K
7.28K $4.13B
ZTS
Zoetis Inc.

Healthcare
459
+ 1.32%
$172.58 - $196.48 $79.2K - $90.2K
35.2K $6.86B
XLV
Select Sector Spdr Fund Health

ETFs
2.85K
+ 5.46%
$143.3 - $157.24 $409K - $448K
55K $8.42B
OKE
Oneok Inc

Energy
7.06K
+ 44.22%
$78.62 - $95.27 $555K - $673K
23K $2.08B
NVDA
Nvidia Corp

Technology
7.65K
+ 8.61%
$98.91 - $134.91 $757K - $1.03M
96.5K $11.7B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
5.1K
+ 266.18%
$127.29 - $141.5 $649K - $722K
7.02K $975M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
6.43K
+ 11.14%
$74.26 - $78.84 $477K - $507K
64.1K $5.04B
VOT
Vanguard Mid Cap Growth Index

ETFs
2.43K
+ 26.86%
$218.05 - $243.47 $529K - $591K
11.5K $2.78B
CAT
Caterpillar Inc

Industrials
99
+ 0.93%
$316.8 - $391.12 $31.4K - $38.7K
10.7K $4.19B
EPD
Enterprise Products Partners L.P.

Energy
21.3K
+ 24.29%
$27.88 - $30.0 $593K - $639K
109K $3.18B
TSLA
Tesla, Inc.

Consumer Cyclical
1.03K
+ 18.3%
$191.76 - $263.26 $198K - $271K
6.67K $1.74B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
326
+ 1.42%
$256.4 - $289.78 $83.6K - $94.5K
23.3K $6.6B
COF
Capital One Financial Corp

Financial Services
222
+ 0.46%
$131.42 - $153.05 $29.2K - $34K
48.3K $7.2B
MCD
Mcdonalds Corp

Consumer Cyclical
13
+ 0.13%
$245.82 - $304.51 $3.2K - $3.96K
10.3K $3.14B
ADI
Analog Devices Inc

Technology
1.81K
+ 9.67%
$200.56 - $243.33 $363K - $441K
20.5K $4.77B
CHKP
Check Point Software Technologies LTD

Technology
233
+ 1.5%
$165.0 - $195.47 $38.4K - $45.5K
15.8K $3.05B
GNRC
Generac Holdings Inc.

Industrials
1.03K
+ 7.2%
$133.16 - $159.78 $136K - $164K
15.3K $2.36B
COST
Costco Wholesale Corp

Consumer Defensive
182
+ 2.58%
$801.83 - $917.05 $146K - $167K
7.23K $6.4B
XLY
Select Sector Spdr Consumer Di

ETFs
393
+ 2.26%
$170.05 - $200.86 $66.8K - $78.9K
17.8K $3.58B
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.29K
+ 4.57%
$84.81 - $93.54 $194K - $214K
52.4K $4.81B
PEP
Pepsico Inc

Consumer Defensive
651
+ 1.18%
$161.9 - $179.3 $105K - $117K
55.9K $9.51B
ABBV
Abb Vie Inc.

Healthcare
697
+ 6.94%
$163.84 - $199.33 $114K - $139K
10.7K $2.09B
VDE
Vanguard Energy ETF

ETFs
2.95K
New
$117.44 - $131.06 $346K - $386K
2.95K $362M
CRM
Salesforce, Inc.

Technology
239
+ 1.67%
$238.42 - $276.53 $57K - $66.1K
14.5K $4.03B
Activity Summary
Buys All Purchases 164 New Holdings 25 Increased Positions 139 Sells All Sells 123 Reductions 123 Sold out 0 Options Calls 0 Puts 0
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