Tritonpoint Wealth, LLC Incresed Positions in Q2 2025

Tritonpoint Wealth, LLC

  • $1.08 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
NEE
Nextera Energy Inc

Utilities
490
+ 7.66%
$64.11 - $75.0 $31.4K - $36.8K
6.89K $478M
TRV
Travelers Companies, Inc.

Financial Services
78
+ 7.68%
$233.83 - $276.34 $18.2K - $21.6K
1.09K $293M
IWR
Ishares Russell Mid Cap ETF

ETFs
2
+ 0.06%
$74.88 - $91.97 $150 - $184
3.41K $314M
VZ
Verizon Communications Inc

Communication Services
821
+ 12.49%
$41.67 - $45.62 $34.2K - $37.5K
7.4K $320M
AMT
American Tower Corp

Real Estate
66
+ 6.53%
$203.96 - $228.19 $13.5K - $15.1K
1.08K $240M
GILD
Gilead Sciences, Inc.

Healthcare
243
+ 3.64%
$96.91 - $113.0 $23.5K - $27.5K
6.92K $767M
SO
Southern CO

Utilities
207
+ 2.85%
$84.91 - $92.56 $17.6K - $19.2K
7.48K $687M
A
Agilent Technologies, Inc.

Healthcare
79
+ 1.07%
$99.29 - $120.52 $7.84K - $9.52K
7.44K $878M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
92
+ 0.3%
$51.68 - $52.76 $4.75K - $4.85K
30.5K $1.61B
T
At&T Inc.

Communication Services
210
+ 1.63%
$26.33 - $28.94 $5.53K - $6.08K
13.1K $379M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
230
+ 1.37%
$102.02 - $103.5 $23.5K - $23.8K
17K $1.75B
XLP
Consumer Staples Sector Spdr

ETFs
370
+ 1.21%
N/A
30.9K $2.5B
GOOD
Gladstone Commercial Corp

Real Estate
1K
+ 7.39%
$13.16 - $15.07 $13.2K - $15.1K
14.5K $208M
PFE
Pfizer Inc

Healthcare
1.54K
+ 5.21%
$21.59 - $24.84 $33.2K - $38.3K
31.1K $753M
ROST
Ross Stores, Inc.

Consumer Cyclical
35
+ 1.75%
$126.62 - $154.26 $4.43K - $5.4K
2.04K $260M
AIG
American International Group, Inc.

Financial Services
165
+ 1.57%
$77.56 - $87.72 $12.8K - $14.5K
10.7K $916M
FE
Firstenergy Corp

Utilities
20
+ 0.22%
$38.31 - $43.17 $766 - $863
9.21K $371M
PSX
Phillips 66

Energy
54
+ 2.65%
$92.87 - $125.73 $5.01K - $6.79K
2.09K $250M
DUK
Duke Energy Corp

Utilities
45
+ 2.36%
$112.46 - $124.05 $5.06K - $5.58K
1.95K $230M
AEP
American Electric Power CO Inc

Utilities
122
+ 3.56%
$98.59 - $109.11 $12K - $13.3K
3.55K $369M
LOW
Lowes Companies Inc

Consumer Cyclical
31
+ 1.83%
$210.83 - $235.28 $6.54K - $7.29K
1.73K $384M
MDLZ
Mondelez International, Inc.

Consumer Defensive
633
+ 0.39%
$63.54 - $68.5 $40.2K - $43.4K
163K $11.1B
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
320
+ 6.05%
$41.37 - $53.28 $13.2K - $17K
5.61K $251M
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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