Tritonpoint Wealth, LLC Reduced Holdings in Q1 2025

Tritonpoint Wealth, LLC

  • $1.05 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.2K
- 6.79%
$156.61 - $168.02 $188K - $202K
16.5K $2.65B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-4
- 0.16%
$634.14 - $744.83 $2.54K - $2.98K
2.56K $1.62B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-180
- 5.43%
$360.07 - $417.26 $64.8K - $75.1K
3.14K $1.13B
SRE
Sempra Energy

Utilities
-1.14K
- 16.23%
$67.85 - $87.67 $77.1K - $99.7K
5.87K $423M
BALL
Ball Corp

Consumer Cyclical
-763
- 1.6%
$49.04 - $56.53 $37.4K - $43.1K
47K $2.45B
BAC
Bank Of America Corp

Financial Services
-613
- 0.85%
$39.61 - $47.74 $24.3K - $29.3K
71.2K $2.97B
FDX
Fedex Corp

Industrials
-225
- 8.65%
$230.33 - $281.53 $51.8K - $63.3K
2.38K $582M
A
Agilent Technologies, Inc.

Healthcare
-127
- 1.7%
$116.69 - $152.6 $14.8K - $19.4K
7.37K $862M
SASR
Sandy Spring Bancorp Inc

Financial Services
-1K
- 4.97%
$27.6 - $35.08 $27.6K - $35.1K
19.1K $534M
VOT
Vanguard Mid Cap Growth Index

ETFs
-128
- 1.11%
$237.72 - $276.98 $30.4K - $35.5K
11.4K $2.78B
APO
Apollo Global Management, Inc.

Financial Services
-458
- 22.39%
$126.01 - $172.06 $57.7K - $78.8K
1.59K $218M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-33
- 0.73%
$203.38 - $274.79 $6.71K - $9.07K
4.49K $926M
HON
Honeywell International Inc

Industrials
-84
- 1.17%
$202.75 - $226.52 $17K - $19K
7.1K $1.5B
DELL
Dell Technologies Inc.

Technology
-96
- 2.32%
$90.34 - $124.66 $8.67K - $12K
4.04K $368M
CG
Carlyle Group Inc.

Financial Services
-670
- 5.99%
$40.03 - $56.96 $26.8K - $38.2K
10.5K $458M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-228
- 1.06%
$57.21 - $65.8 $13K - $15K
21.3K $1.25B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-175
- 2.5%
$121.0 - $142.28 $21.2K - $24.9K
6.84K $851M
CEG
Constellation Energy Corp

Utilities
-296
- 19.55%
$201.63 - $347.44 $59.7K - $103K
1.22K $246M
AMAT
Applied Materials Inc

Technology
-300
- 10.9%
$145.06 - $195.51 $43.5K - $58.7K
2.45K $356M
FSV
First Service Corp

Real Estate
-272
- 10.63%
$159.66 - $185.88 $43.4K - $50.6K
2.29K $380M
IWV
Ishares Russell 3000 ETF

ETFs
-195
- 19.1%
$313.1 - $349.83 $61.1K - $68.2K
826 $262M
AXP
American Express CO

Financial Services
-14
- 0.52%
$255.39 - $325.87 $3.58K - $4.56K
2.67K $718M
OSK
Oshkosh Corp

Industrials
-750
- 18.17%
$89.56 - $116.4 $67.2K - $87.3K
3.38K $318M
FE
Firstenergy Corp

Utilities
-1.91K
- 17.19%
$37.95 - $43.5 $72.4K - $83K
9.19K $371M
CSX
Csx Corp

Industrials
-327
- 1.56%
$29.11 - $33.67 $9.52K - $11K
20.6K $606M
POOL
Pool Corp

Industrials
-126
- 12.02%
$314.92 - $364.31 $39.7K - $45.9K
922 $294M
FCNCA
First Citizens Bancshares Inc

Financial Services
-4
- 1.92%
$1728.36 - $2231.14 $6.91K - $8.92K
204 $378M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.19K
- 1.35%
$112.81 - $126.16 $134K - $149K
86.7K $10.6B
TIP
Ishares Tr Tips Bd ETF

ETFs
-827
- 10.11%
$106.22 - $111.09 $87.8K - $91.9K
7.36K $817M
ROST
Ross Stores, Inc.

Consumer Cyclical
-46
- 2.24%
$123.3 - $154.95 $5.67K - $7.13K
2.01K $256M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-304
- 1.61%
$23.16 - $27.04 $7.04K - $8.22K
18.6K $435M
CMCSA
Comcast Corp

Communication Services
-1.3K
- 18.19%
$33.19 - $38.23 $43.1K - $49.7K
5.85K $216M
IWD
Ishares Russell 1000 Val ETF

ETFs
-278
- 10.83%
$182.82 - $196.21 $50.8K - $54.5K
2.29K $431M
PG
Procter & Gamble CO

Consumer Defensive
-740
- 2.3%
$158.56 - $176.26 $117K - $130K
31.4K $5.35B
IOO
Ishares Tr Global 100 ETF

ETFs
-240
- 8.04%
$96.2 - $105.12 $23.1K - $25.2K
2.75K $264M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-66
- 1.85%
$120.29 - $134.6 $7.94K - $8.88K
3.5K $427M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-270
- 9.8%
$96.18 - $109.82 $26K - $29.7K
2.48K $256M
COF
Capital One Financial Corp

Financial Services
-407
- 0.87%
$163.87 - $209.82 $66.7K - $85.4K
46.2K $8.29B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-16
- 0.58%
$168.16 - $186.21 $2.69K - $2.98K
2.75K $470M
IBB
Ishares Biotechnology ETF

ETFs
-95
- 4.74%
$130.29 - $140.56 $12.4K - $13.4K
1.91K $244M
EWBC
East West Bancorp Inc

Financial Services
-14
- 0.43%
$84.35 - $103.91 $1.18K - $1.45K
3.25K $292M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-191
- 10.96%
$128.74 - $138.67 $24.6K - $26.5K
1.55K $210M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-659
- 1.95%
$76.94 - $78.24 $50.7K - $51.6K
33.1K $2.59B
NEE
Nextera Energy Inc

Utilities
-171
- 2.6%
$66.96 - $76.16 $11.5K - $13K
6.4K $454M
Aptiv PLC
-6
- 0.04%
N/A
16.1K $960M
EFV
Msci Eafe Value ETF

ETFs
-975
- 14.38%
$51.88 - $60.73 $50.6K - $59.2K
5.8K $342M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-500
- 2.08%
$17.53 - $17.87 $8.77K - $8.94K
23.5K $414M
ALL
Allstate Corp

Financial Services
-201
- 9.5%
$180.99 - $210.18 $36.4K - $42.2K
1.92K $398M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-583
- 1.5%
$29.82 - $30.1 $17.4K - $17.5K
38.3K $1.15B
Activity Summary
Buys All Purchases 166 New Holdings 12 Increased Positions 154 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
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