Tritonpoint Wealth, LLC Incresed Positions in Q3 2025

Tritonpoint Wealth, LLC

  • $1.17 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.11K
+ 2.93%
$97.75 - $100.75 $109K - $112K
39.1K $3.92B
MCD
Mcdonalds Corp

Consumer Cyclical
81
+ 0.78%
$291.67 - $316.99 $23.6K - $25.7K
10.4K $3.16B
SNOW
Snowflake Inc.

Technology
520
+ 5.21%
$191.73 - $241.0 $99.7K - $125K
10.5K $2.37B
GLW
Corning Inc

Technology
46
+ 1.06%
$51.6 - $82.03 $2.37K - $3.77K
4.38K $359M
GLD
Spdr Gold Trust

ETFs
132
+ 10.05%
$300.96 - $355.47 $39.7K - $46.9K
1.45K $514M
SLB
Schlumberger Limited

Energy
2.91K
+ 20.32%
$32.37 - $37.31 $94.1K - $108K
17.2K $597M
AB
Alliancebernstein Holding L.P.

Financial Services
4K
+ 22.9%
$37.76 - $42.88 $151K - $172K
21.5K $820M
KLAC
Kla Corp

Technology
12
+ 2.52%
$843.9 - $1078.6 $10.1K - $12.9K
488 $526M
DHI
Horton D R Inc

Consumer Cyclical
167
+ 10.12%
$129.82 - $184.04 $21.7K - $30.7K
1.82K $308M
Ge Vernova Inc
17
+ 1.74%
N/A
994 $611M
C
Citigroup Inc

Financial Services
104
+ 2.13%
$85.57 - $103.49 $8.9K - $10.8K
4.99K $506M
AJG
Arthur J. Gallagher & Co.

Financial Services
395
+ 12.26%
$284.17 - $319.49 $112K - $126K
3.62K $1.12B
MPC
Marathon Petroleum Corp

Energy
25
+ 0.8%
$158.59 - $198.69 $3.96K - $4.97K
3.16K $609M
MS
Morgan Stanley

Financial Services
95
+ 2.5%
$139.09 - $161.16 $13.2K - $15.3K
3.9K $619M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
637
+ 4.3%
$53.81 - $57.52 $34.3K - $36.6K
15.5K $889M
AMD
Advanced Micro Devices Inc

Technology
151
+ 5.29%
$134.8 - $184.42 $20.4K - $27.8K
3.01K $487M
AUB
Atlantic Union Bankshares Corp

Financial Services
317
+ 1.84%
$31.23 - $36.56 $9.9K - $11.6K
17.5K $618M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.11K
+ 1.95%
$45.26 - $46.63 $50.2K - $51.7K
58K $2.69B
DELL
Dell Technologies Inc.

Technology
8
+ 0.2%
$120.96 - $141.77 $968 - $1.13K
3.95K $560M
LOW
Lowes Companies Inc

Consumer Cyclical
96
+ 5.55%
$215.01 - $273.02 $20.6K - $26.2K
1.83K $459M
BK
Bank Of New York Mellon Corp

Financial Services
43
+ 1.14%
$90.65 - $109.75 $3.9K - $4.72K
3.81K $415M
CSCO
Cisco Systems, Inc.

Technology
1.28K
+ 6.09%
$66.2 - $71.79 $84.5K - $91.7K
22.2K $1.52B
XLE
Energy Sector Spdr

ETFs
189
+ 1.82%
$84.25 - $91.99 $15.9K - $17.4K
10.6K $946M
MDT
Medtronic PLC

Healthcare
181
+ 3.25%
$87.67 - $95.74 $15.9K - $17.3K
5.75K $552M
QCOM
Qualcomm Inc

Technology
58
+ 0.8%
$145.84 - $173.55 $8.46K - $10.1K
7.35K $1.22B
PFE
Pfizer Inc

Healthcare
791
+ 2.55%
$23.29 - $25.88 $18.4K - $20.5K
31.9K $812M
BND
Vanguard Bd Index Fd Inc Total

ETFs
761
+ 27.72%
$72.57 - $74.72 $55.2K - $56.9K
3.51K $261M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
26
+ 0.57%
$301.44 - $365.84 $7.84K - $9.51K
4.56K $1.48B
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.75K
+ 4.7%
$30.02 - $30.29 $52.4K - $52.9K
38.9K $1.18B
NSC
Norfolk Southern Corp

Industrials
35
+ 3.48%
$259.49 - $300.41 $9.08K - $10.5K
1.04K $313M
FE
Firstenergy Corp

Utilities
82
+ 0.89%
$39.76 - $45.82 $3.26K - $3.76K
9.29K $426M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
446
+ 2.63%
$102.4 - $103.88 $45.7K - $46.3K
17.4K $1.8B
NEE
Nextera Energy Inc

Utilities
156
+ 2.27%
$69.77 - $77.54 $10.9K - $12.1K
7.04K $532M
CSX
Csx Corp

Industrials
189
+ 1.22%
$32.05 - $36.52 $6.06K - $6.9K
15.7K $558M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
799
+ 2.62%
$52.39 - $53.11 $41.9K - $42.4K
31.3K $1.66B
GM
General Motors CO

Consumer Cyclical
5
+ 0.12%
$48.89 - $61.24 $244 - $306
4.26K $260M
AXP
American Express CO

Financial Services
40
+ 1.45%
$294.27 - $342.31 $11.8K - $13.7K
2.8K $931M
TIP
Ishares Tr Tips Bd ETF

ETFs
368
+ 5.01%
$109.11 - $111.88 $40.2K - $41.2K
7.71K $857M
IYH
Ishares Tr

ETFs
310
+ 2.26%
$54.36 - $58.96 $16.9K - $18.3K
14K $825M
AEP
American Electric Power CO Inc

Utilities
137
+ 3.86%
$103.26 - $115.0 $14.1K - $15.8K
3.69K $415M
SCHA
Schwab Strategic Tr Us Small C

ETFs
6
+ 0.03%
$25.29 - $28.33 $152 - $170
17.5K $488M
DD
Du Pont De Nemours, Inc.

Basic Materials
40
+ 0.88%
$69.9 - $78.26 $2.8K - $3.13K
4.57K $356M
GOOD
Gladstone Commercial Corp

Real Estate
6K
+ 41.28%
$12.21 - $14.62 $73.3K - $87.7K
20.5K $253M
TLT
Ishares Barclays 20+ Year Trea

ETFs
335
+ 2.95%
$85.01 - $90.35 $28.5K - $30.3K
11.7K $1.04B
ITOT
Ishares Core S&P Total U.S. St

ETFs
41
+ 1.19%
$135.0 - $146.02 $5.54K - $5.99K
3.48K $507M
UBER
Uber Technologies, Inc

Technology
216
+ 5.36%
$86.91 - $99.57 $18.8K - $21.5K
4.25K $416M
Linde PLC
49
+ 2.18%
N/A
2.3K $1.09B
SO
Southern CO

Utilities
148
+ 1.98%
$90.83 - $96.0 $13.4K - $14.2K
7.63K $723M
PWR
Quanta Services, Inc.

Industrials
3
+ 0.32%
$372.29 - $421.68 $1.12K - $1.27K
950 $393M
Activity Summary
Buys All Purchases 163 New Holdings 13 Increased Positions 150 Sells All Sells 142 Reductions 142 Sold out 0 Options Calls 0 Puts 0
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