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
JKHY
Henry Jack & Associates Inc

Technology
-374
- 23.32%
$160.87 - $177.06 $60.2K - $66.2K
1.23K $216M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.55K
- 9.85%
$83.76 - $91.82 $213K - $234K
23.3K $2.12B
GD
General Dynamics Corp

Industrials
-268
- 6.87%
$279.51 - $308.09 $74.9K - $82.6K
3.64K $1.09B
HALO
Halozyme Therapeutics, Inc.

Healthcare
-1.18K
- 17.44%
$51.3 - $64.42 $60.3K - $75.8K
5.57K $317M
TIP
Ishares Tr Tips Bd ETF

ETFs
-602
- 7.33%
$105.92 - $110.83 $63.8K - $66.7K
7.61K $841M
IWD
Ishares Russell 1000 Val ETF

ETFs
-393
- 14.93%
$173.36 - $189.8 $68.1K - $74.6K
2.24K $424M
FBT
First Trust Nyse Arca Biotechn

ETFs
-460
- 16.79%
$152.39 - $172.91 $70.1K - $79.5K
2.28K $390M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.48K
- 7.44%
$44.65 - $47.21 $66.1K - $69.9K
18.4K $865M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.07K
- 17.99%
$36.98 - $41.55 $39.5K - $44.4K
4.87K $201M
MOS
Mosaic CO

Basic Materials
-28
- 0.23%
$24.54 - $30.61 $687 - $857
12.4K $334M
SYK
Stryker Corp

Healthcare
-284
- 6.67%
$315.94 - $371.96 $89.7K - $106K
3.97K $1.43B
Thomson Reuters Corp.
-118
- 3.36%
N/A
3.4K $577M
IEMG
Ishares Inc

ETFs
-4.8K
- 8.5%
$53.64 - $53.64 $257K - $257K
51.7K $3.01B
VGT
Vanguard Information Technolog

ETFs
-62
- 2.38%
$514.43 - $606.85 $31.9K - $37.6K
2.54K $1.49B
SPSB
Spdr Portfolio Short Term Corp

ETFs
-1.24K
- 3.09%
$29.58 - $30.31 $36.7K - $37.6K
38.9K $1.18B
MKL
Markel Corp

Financial Services
-5
- 1.89%
$1494.55 - $1645.69 $7.47K - $8.23K
260 $407M
DOW
Dow Inc.

Basic Materials
-402
- 6.31%
$50.15 - $55.41 $20.2K - $22.3K
5.97K $329M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-100
- 3.13%
$332.02 - $382.76 $33.2K - $38.3K
3.1K $1.16B
VZ
Verizon Communications Inc

Communication Services
-761
- 9.08%
$38.89 - $45.0 $29.6K - $34.2K
7.62K $342M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-870
- 7.07%
$89.91 - $101.33 $78.2K - $88.2K
11.4K $1.13B
AJG
Arthur J. Gallagher & Co.

Financial Services
-231
- 7.26%
$259.22 - $299.75 $59.9K - $69.2K
2.95K $825M
EFG
Msci Eafe Growth ETF

ETFs
-133
- 5.34%
$96.84 - $108.77 $12.9K - $14.5K
2.36K $254M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-110
- 3.69%
$93.65 - $97.81 $10.3K - $10.8K
2.87K $281M
DEO
Diageo PLC

Consumer Defensive
-197
- 11.85%
$120.02 - $140.77 $23.6K - $27.7K
1.47K $210M
WSO
Watsco Inc

Industrials
-30
- 6.1%
$448.73 - $519.89 $13.5K - $15.6K
462 $229M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.58K
- 5.77%
$57.32 - $62.65 $90.3K - $98.7K
25.7K $1.6B
KMI
Kinder Morgan, Inc.

Energy
-1.62K
- 7.31%
$19.72 - $22.22 $32K - $36.1K
20.6K $448M
MTB
M&T Bank Corp

Financial Services
-417
- 12.29%
$146.49 - $179.85 $61.1K - $75K
2.98K $522M
DE
Deere & CO

Industrials
-26
- 4.6%
$344.84 - $418.0 $8.97K - $10.9K
539 $225M
IWR
Ishares Russell Mid Cap ETF

ETFs
-70
- 2.25%
$79.92 - $88.19 $5.59K - $6.17K
3.04K $268M
MS
Morgan Stanley

Financial Services
-45
- 1.48%
$92.07 - $106.96 $4.14K - $4.81K
3K $312M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-45
- 1.24%
$113.41 - $125.62 $5.1K - $5.65K
3.59K $449M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-5
- 0.17%
$162.64 - $179.3 $813 - $897
2.88K $514M
PGR
Progressive Corp

Financial Services
-197
- 11.53%
$209.46 - $259.24 $41.3K - $51.1K
1.51K $380M
FTV
Fortive Corp

Technology
-75
- 1.19%
$67.01 - $79.2 $5.03K - $5.94K
6.23K $493M
FSV
First Service Corp

Real Estate
-286
- 10.05%
$152.13 - $183.13 $43.5K - $52.4K
2.56K $463M
PG
Procter & Gamble CO

Consumer Defensive
-1.59K
- 4.51%
$160.76 - $177.82 $255K - $282K
33.6K $5.83B
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-488
- 11.92%
$85.44 - $110.36 $41.7K - $53.9K
3.61K $393M
Labcorp Holdings Inc
-835
- 7.2%
N/A
10.8K $2.39B
TMP
Tompkins Financial Corp

Financial Services
-1
- 0.02%
$46.27 - $63.96 $46.3 - $64
4.74K $272M
UL
Unilever PLC

Consumer Defensive
-1.24K
- 10.6%
$54.7 - $65.59 $67.7K - $81.1K
10.4K $683M
IWM
Ishares Russell 2000 ETF

ETFs
-84
- 2.44%
$200.87 - $224.6 $16.9K - $18.9K
3.35K $739M
POOL
Pool Corp

Industrials
-86
- 7.54%
$296.17 - $376.8 $25.5K - $32.4K
1.06K $393M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-1.34K
- 18.76%
$29.24 - $45.37 $39.1K - $60.7K
5.79K $263M
CSTL
Castle Biosciences Inc

Healthcare
-13.8K
- 19.55%
$17.4 - $31.47 $239K - $433K
56.6K $1.58B
IBM
International Business Machines Corp

Technology
-327
- 13.24%
$175.1 - $223.38 $57.3K - $73K
2.14K $473M
APTV
Aptiv PLC

Consumer Cyclical
-168
- 1.02%
$65.39 - $74.24 $11K - $12.5K
16.3K $1.21B
TMUS
T Mobile Us, Inc.

Communication Services
-9
- 0.45%
$175.14 - $206.36 $1.58K - $1.86K
1.99K $408M
Cooper Cos Inc
-7
- 0.27%
N/A
2.54K $279M
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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