Tritonpoint Wealth, LLC Reduced Holdings in Q3 2024

Tritonpoint Wealth, LLC

  • $1.09 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
-46.4K
- 50.36%
$123.32 - $147.38 $5.73M - $6.85M
45.8K $6.15B
GOOG
Alphabet Inc.

Communication Services
-4.29K
- 2.91%
$149.54 - $192.66 $642K - $827K
143K $23.6B
MAR
Marriott International Inc

Consumer Cyclical
-12.7K
- 39.25%
$211.35 - $255.11 $2.69M - $3.24M
19.7K $4.98B
AY
Atlantica Sustainable Infrastructure PLC

Utilities
-82.4K
- 32.56%
$21.81 - $22.29 $1.8M - $1.84M
171K $3.76B
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.27K
- 26.03%
$517.38 - $573.86 $1.17M - $1.3M
6.44K $3.69B
IVV
Ishares Core S&P 500 ETF

ETFs
-2.74K
- 11.63%
$520.18 - $576.82 $1.43M - $1.58M
20.9K $12B
CSCO
Cisco Systems, Inc.

Technology
-22K
- 50.61%
$44.74 - $53.22 $985K - $1.17M
21.5K $1.14B
IYW
Ishares Dj Us Tech ETF

ETFs
-6.42K
- 5.68%
$133.16 - $158.73 $855K - $1.02M
107K $16.1B
XLK
Technology Sector Spdr

ETFs
-2.58K
- 6.45%
$197.34 - $237.68 $509K - $613K
37.4K $8.42B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.14K
- 7.14%
$475.2 - $527.7 $1.49M - $1.66M
40.9K $21.5B
XLE
Energy Sector Spdr

ETFs
-3.75K
- 8.25%
$84.35 - $93.39 $316K - $350K
41.7K $3.64B
SPYG
Spdr Portfolio

ETFs
-8.22K
- 9.43%
$73.38 - $84.1 $603K - $692K
79K $6.52B
NVO
Novo Nordisk A S

Healthcare
-637
- 3.77%
$119.07 - $145.42 $75.8K - $92.6K
16.3K $1.96B
SLB
Schlumberger Limited

Energy
-5.72K
- 13.71%
$39.57 - $49.67 $226K - $284K
36K $1.53B
DPZ
Dominos Pizza Inc

Consumer Cyclical
-5
- 0.12%
$402.52 - $505.35 $2.01K - $2.53K
4.21K $1.81B
MDT
Medtronic PLC

Healthcare
-5.23K
- 45.05%
$76.84 - $91.03 $401K - $476K
6.37K $574M
DG
Dollar General Corp

Consumer Defensive
-1.79K
- 43.21%
$80.41 - $132.42 $144K - $237K
2.35K $205M
BNL
Broadstone Net Lease, Inc.

Real Estate
-195K
- 15.68%
$15.64 - $18.95 $3.04M - $3.69M
1.05M $19.7B
DIS
Walt Disney CO

Communication Services
-2.67K
- 13.28%
$85.6 - $98.61 $229K - $264K
17.5K $1.68B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-6.75K
- 20.84%
$47.01 - $48.2 $317K - $325K
25.6K $1.24B
CVS
Cvs Health Corp

Healthcare
-5.08K
- 59.72%
$55.81 - $63.18 $284K - $321K
3.43K $210M
NKE
Nike, Inc.

Consumer Cyclical
-5.12K
- 41.01%
$71.09 - $89.44 $364K - $458K
7.37K $662M
QCOM
Qualcomm Inc

Technology
-58
- 0.75%
$156.12 - $209.64 $9.05K - $12.2K
7.7K $1.31B
VTV
Vanguard Value ETF

ETFs
-2.46K
- 15.85%
$159.75 - $174.57 $393K - $429K
13.1K $2.27B
Blackrock ETF Trust Ii
-5.82K
- 8.05%
N/A
66.4K $3.55B
ADBE
Adobe Inc.

Technology
-246
- 11.85%
$508.13 - $586.55 $125K - $144K
1.83K $943M
BAC
Bank Of America Corp

Financial Services
-4.24K
- 5.52%
$36.65 - $44.13 $155K - $187K
72.6K $2.86B
TSCO
Tractor Supply CO

Consumer Cyclical
-812
- 28.23%
$251.95 - $290.93 $205K - $236K
2.06K $590M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.93K
- 7.98%
$96.25 - $101.98 $378K - $401K
45.3K $4.6B
FDX
Fedex Corp

Industrials
-259
- 9.01%
$254.64 - $313.52 $66K - $81.2K
2.61K $703M
MBB
Ishares Tr

ETFs
-3.26K
- 8.08%
$90.85 - $96.66 $296K - $315K
37K $3.56B
TTAC
Fcf Us Quality ETF

ETFs
-6.88K
- 9.36%
$58.5 - $65.18 $402K - $448K
66.6K $4.32B
GXO
Gxo Logistics, Inc.

Industrials
-5.34K
- 6.2%
$46.45 - $55.98 $248K - $299K
80.8K $4.22B
EW
Edwards Lifesciences Corp

Healthcare
-225
- 5.19%
$59.7 - $93.78 $13.4K - $21.1K
4.11K $274M
MUB
Ishares National Muni Bond ETF

ETFs
-1.24K
- 23.65%
$106.13 - $108.7 $132K - $135K
4K $435M
IEFA
Ishares Tr

ETFs
-6.69K
- 9.23%
$70.09 - $78.74 $469K - $527K
65.8K $5.15B
HON
Honeywell International Inc

Industrials
-320
- 4.21%
$196.73 - $220.21 $63K - $70.5K
7.29K $1.51B
BMY
Bristol Myers Squibb CO

Healthcare
-8.25K
- 24.98%
$39.66 - $51.75 $327K - $427K
24.8K $1.26B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.36K
- 6.5%
$76.38 - $78.87 $180K - $186K
33.9K $2.67B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-8.11K
- 9.78%
$48.51 - $52.86 $393K - $429K
74.8K $3.94B
DELL
Dell Technologies Inc.

Technology
-151
- 3.64%
$87.89 - $145.97 $13.3K - $22K
4K $481M
ROP
Roper Technologies Inc

Industrials
-147
- 14.91%
$515.25 - $576.55 $75.7K - $84.8K
839 $465M
OSK
Oshkosh Corp

Industrials
-500
- 10.81%
$97.2 - $116.02 $48.6K - $58K
4.13K $414M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-6K
- 19.97%
$17.35 - $18.22 $104K - $109K
24.1K $436M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.58K
- 11.51%
$179.99 - $201.6 $285K - $319K
12.2K $2.44B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.33K
- 15.73%
$44.83 - $47.42 $104K - $110K
12.5K $589M
VBK
Vanguard Small Cap Growth ETF

ETFs
-892
- 9.55%
$240.48 - $267.94 $215K - $239K
8.44K $2.26B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.17K
- 6.47%
$51.02 - $52.74 $111K - $114K
31.4K $1.65B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-800
- 8.48%
$98.99 - $101.51 $79.2K - $81.2K
8.63K $875M
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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