Tritonpoint Wealth, LLC Purchases in Q2 2025

Tritonpoint Wealth, LLC

  • $1.08 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
10K
New
$17.17 - $19.9 $172K - $199K
10K $197M
ARES
Ares Management Corp

Financial Services
136
+ 2.6%
$118.04 - $175.83 $16.1K - $23.9K
5.36K $929M
AXP
American Express CO

Financial Services
92
+ 3.45%
$231.39 - $318.98 $21.3K - $29.3K
2.76K $881M
SAP
Sap Se

Technology
45
+ 1.22%
$237.53 - $309.8 $10.7K - $13.9K
3.73K $1.13B
KO
Coca Cola CO

Consumer Defensive
2.65K
+ 5.15%
$68.37 - $73.9 $181K - $196K
54K $3.85B
CRWD
Crowd Strike Holdings, Inc.

Technology
54
+ 7.35%
$321.63 - $509.31 $17.4K - $27.5K
789 $402M
VTV
Vanguard Value ETF

ETFs
400
+ 2.92%
$153.67 - $176.74 $61.5K - $70.7K
14.1K $2.5B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
231
+ 0.25%
$45.11 - $52.34 $10.4K - $12.1K
93.2K $4.88B
PWR
Quanta Services, Inc.

Industrials
25
+ 2.71%
$239.47 - $381.26 $5.99K - $9.53K
947 $358M
AMD
Advanced Micro Devices Inc

Technology
72
+ 2.59%
$78.21 - $143.81 $5.63K - $10.4K
2.86K $405M
Thomson Reuters Corp.
98
+ 2.91%
N/A
3.46K $696M
MS
Morgan Stanley

Financial Services
184
+ 5.09%
$99.83 - $140.86 $18.4K - $25.9K
3.8K $535M
BKNG
Booking Holdings Inc.

Consumer Cyclical
7
+ 12.96%
$4164.15 - $5789.24 $29.1K - $40.5K
61 $353M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
414
+ 1.94%
$51.16 - $62.02 $21.2K - $25.7K
21.8K $1.35B
C
Citigroup Inc

Financial Services
492
+ 11.2%
$58.13 - $85.12 $28.6K - $41.9K
4.89K $416M
ASML
Asml Holding Nv

Technology
51
+ 11.97%
$595.37 - $815.24 $30.4K - $41.6K
477 $382M
MPC
Marathon Petroleum Corp

Energy
242
+ 8.37%
$118.55 - $170.08 $28.7K - $41.2K
3.13K $521M
ETN
Eaton Corp PLC

Industrials
30
+ 2.89%
$246.52 - $356.99 $7.4K - $10.7K
1.07K $381M
UBER
Uber Technologies, Inc

Technology
222
+ 5.83%
$64.62 - $93.3 $14.3K - $20.7K
4.03K $376M
DE
Deere & CO

Industrials
131
+ 17.04%
$412.99 - $531.48 $54.1K - $69.6K
900 $459M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.79K
+ 9.41%
$51.14 - $57.0 $91.3K - $102K
20.8K $1.18B
LDOS
Leidos Holdings, Inc.

Technology
21
+ 0.55%
$132.9 - $160.3 $2.79K - $3.37K
3.81K $602M
CG
Carlyle Group Inc.

Financial Services
3
+ 0.03%
$34.78 - $51.4 $104 - $154
10.5K $540M
Intrusion Inc
35.2K
New
N/A
35.2K $80.5M
Linde PLC
140
+ 6.64%
N/A
2.25K $1.05B
IWB
Ishares Tr Russell 1000 ETF

ETFs
4
+ 0.19%
$272.36 - $339.57 $1.09K - $1.36K
2.15K $728M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
624
+ 4.39%
$45.88 - $54.4 $28.6K - $33.9K
14.8K $806M
CTAS
Cintas Corp

Industrials
108
+ 4.85%
$190.11 - $227.66 $20.5K - $24.6K
2.34K $521M
FSV
First Service Corp

Real Estate
244
+ 10.67%
$158.93 - $179.74 $38.8K - $43.9K
2.53K $443M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.24K
+ 2.22%
$44.68 - $45.96 $55.4K - $56.9K
56.9K $2.61B
ICE
Intercontinental Exchange, Inc.

Financial Services
58
+ 1.35%
$151.62 - $183.47 $8.79K - $10.6K
4.35K $798M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2
+ 0.01%
$19.1 - $23.83 $38.2 - $47.7
23.9K $569M
IMMX
Immix Biopharma, Inc.

Healthcare
24.5K
New
$1.36 - $2.6 $33.4K - $63.8K
24.5K $50.8M
MO
Altria Group, Inc.

Consumer Defensive
938
+ 21.77%
$55.56 - $60.91 $52.1K - $57.1K
5.25K $313M
WMB
Williams Companies, Inc.

Energy
291
+ 2.96%
$54.33 - $62.87 $15.8K - $18.3K
10.1K $635M
IWV
Ishares Russell 3000 ETF

ETFs
52
+ 6.3%
$281.67 - $351.0 $14.6K - $18.3K
878 $308M
APO
Apollo Global Management, Inc.

Financial Services
216
+ 13.6%
$108.68 - $145.07 $23.5K - $31.3K
1.8K $256M
CMCSA
Comcast Corp

Communication Services
1.26K
+ 21.61%
$32.84 - $36.72 $41.5K - $46.4K
7.11K $254M
EFV
Msci Eafe Value ETF

ETFs
162
+ 2.79%
$52.4 - $64.65 $8.49K - $10.5K
5.97K $379M
SRE
Sempra Energy

Utilities
132
+ 2.25%
$63.78 - $78.91 $8.42K - $10.4K
6K $458M
QUAL
Ishares Msci Usa Quality Facto

ETFs
10
+ 0.36%
$152.42 - $182.82 $1.52K - $1.83K
2.76K $505M
EFG
Msci Eafe Growth ETF

ETFs
58
+ 2.51%
$89.8 - $112.0 $5.21K - $6.5K
2.37K $266M
RSG
Republic Services, Inc.

Industrials
70
+ 2.09%
$227.2 - $258.07 $15.9K - $18.1K
3.42K $842M
STE
Steris PLC

Healthcare
20
+ 1.02%
$208.55 - $252.55 $4.17K - $5.05K
1.99K $477M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
46
+ 0.39%
$17.76 - $22.1 $817 - $1.02K
11.8K $262M
EW
Edwards Lifesciences Corp

Healthcare
35
+ 0.8%
$67.07 - $78.22 $2.35K - $2.74K
4.41K $345M
BSX
Boston Scientific Corp

Healthcare
43
+ 1.29%
$89.7 - $107.41 $3.86K - $4.62K
3.37K $362M
RELX
Relx PLC

Communication Services
117
+ 2.48%
$45.31 - $55.66 $5.3K - $6.51K
4.83K $263M
ADP
Automatic Data Processing Inc

Industrials
21
+ 0.33%
$276.76 - $326.81 $5.81K - $6.86K
6.44K $2B
Activity Summary
Buys All Purchases 131 New Holdings 23 Increased Positions 108 Sells All Sells 189 Reductions 189 Sold out 0 Options Calls 0 Puts 0
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