Tritonpoint Wealth, LLC Reduced Holdings in Q4 2024

Tritonpoint Wealth, LLC

  • $1.1 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-15
- 0.85%
$131.66 - $144.0 $1.97K - $2.16K
1.74K $230M
ROST
Ross Stores, Inc.

Consumer Cyclical
-119
- 5.48%
$138.59 - $156.61 $16.5K - $18.6K
2.05K $310M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-7
- 0.02%
$29.77 - $30.19 $208 - $211
38.9K $1.16B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-680
- 5.55%
$53.94 - $58.15 $36.7K - $39.5K
11.6K $658M
IBM
International Business Machines Corp

Technology
-47
- 2.19%
$204.9 - $238.04 $9.63K - $11.2K
2.1K $461M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-27
- 0.11%
$17.65 - $18.18 $477 - $491
24K $425M
IYJ
Ishares Tr

ETFs
-86
- 0.91%
$132.97 - $143.93 $11.4K - $12.4K
9.41K $1.26B
JNK
Spdr Bloomberg High Yield Bond

ETFs
-8
- 0.28%
$94.77 - $97.36 $758 - $779
2.86K $273M
INTU
Intuit Inc

Technology
-21
- 1.43%
$602.01 - $706.25 $12.6K - $14.8K
1.45K $910M
FSV
First Service Corp

Real Estate
-2
- 0.08%
$176.17 - $197.05 $352 - $394
2.56K $464M
ALL
Allstate Corp

Financial Services
-8
- 0.38%
$181.25 - $208.2 $1.45K - $1.67K
2.12K $410M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-25
- 0.7%
$124.26 - $134.12 $3.11K - $3.35K
3.57K $459M
IYF
Ishares Tr

ETFs
-202
- 3.84%
$102.7 - $119.05 $20.7K - $24K
5.06K $559M
EW
Edwards Lifesciences Corp

Healthcare
-173
- 4.21%
$64.54 - $75.92 $11.2K - $13.1K
3.94K $291M
TTAC
Fcf Us Quality ETF

ETFs
-1.2K
- 1.79%
$64.72 - $70.85 $77.3K - $84.7K
65.4K $4.35B
FDX
Fedex Corp

Industrials
-13
- 0.5%
$260.5 - $305.15 $3.39K - $3.97K
2.6K $735M
IVW
Ishares S&P 500 Growth ETF

ETFs
-358
- 3.23%
$94.43 - $105.47 $33.8K - $37.8K
10.7K $1.09B
AB
Alliancebernstein Holding L.P.

Financial Services
-34
- 0.19%
$34.59 - $38.68 $1.18K - $1.32K
17.5K $648M
IYG
Ishares Tr

ETFs
-37
- 0.65%
$70.24 - $82.34 $2.6K - $3.05K
5.62K $437M
SPY
Spdr S&P 500 ETF Trust

ETFs
-92
- 1.43%
$567.81 - $607.81 $52.2K - $55.9K
6.35K $3.73B
MCK
Mckesson Corp

Healthcare
-9
- 1.54%
$482.27 - $628.5 $4.34K - $5.66K
577 $329M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.97K
- 2.19%
$112.15 - $127.2 $221K - $250K
87.8K $10.6B
MAR
Marriott International Inc

Consumer Cyclical
-1.6K
- 8.12%
$246.06 - $292.59 $393K - $467K
18.1K $5.04B
SAP
Sap Se

Technology
-11
- 0.29%
$218.13 - $255.54 $2.4K - $2.81K
3.72K $916M
VBK
Vanguard Small Cap Growth ETF

ETFs
-121
- 1.43%
$264.18 - $304.19 $32K - $36.8K
8.32K $2.33B
Labcorp Holdings Inc
-25
- 0.23%
N/A
10.7K $2.46B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-64
- 0.27%
$278.19 - $315.36 $17.8K - $20.2K
23.2K $6.69B
CPRT
Copart Inc

Consumer Cyclical
-101
- 0.55%
$51.36 - $63.8 $5.19K - $6.44K
18.3K $1.05B
ET
Energy Transfer LP

Energy
-138
- 0.48%
$16.05 - $19.86 $2.21K - $2.74K
28.4K $555M
ARES
Ares Management Corp

Financial Services
-25
- 0.48%
$153.38 - $183.7 $3.83K - $4.59K
5.21K $922M
HON
Honeywell International Inc

Industrials
-104
- 1.43%
$202.84 - $236.0 $21.1K - $24.5K
7.19K $1.62B
IVV
Ishares Core S&P 500 ETF

ETFs
-324
- 1.55%
$570.51 - $610.59 $185K - $198K
20.5K $12.1B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-11
- 0.21%
$481.22 - $538.17 $5.29K - $5.92K
5.12K $2.61B
XLC
Select Sector Spdr Tr Communic

ETFs
-1.82K
- 4.1%
$89.66 - $102.16 $163K - $186K
42.5K $4.11B
DIS
Walt Disney CO

Communication Services
-1.31K
- 7.47%
$92.39 - $117.6 $121K - $153K
16.2K $1.81B
IGV
Ishares Expanded Tech Software

ETFs
-20
- 0.15%
$87.5 - $110.17 $1.75K - $2.2K
13.4K $1.34B
Brookfield Corp
-615
- 1.22%
N/A
49.8K $2.86B
IYC
Ishares U.S. Consumer Discreti

ETFs
-90
- 0.4%
$85.96 - $101.28 $7.74K - $9.12K
22.2K $2.13B
XLK
Technology Sector Spdr

ETFs
-453
- 1.21%
$220.26 - $241.44 $99.8K - $109K
36.9K $8.59B
OKE
Oneok Inc

Energy
-272
- 1.18%
$92.28 - $117.05 $25.1K - $31.8K
22.8K $2.29B
Brookfield Asset Managmt LTD
-6.4K
- 7.73%
N/A
76.4K $4.14B
BAC
Bank Of America Corp

Financial Services
-805
- 1.11%
$39.22 - $47.77 $31.6K - $38.5K
71.8K $3.15B
NFLX
Netflix Inc

Communication Services
-21
- 1.14%
$687.65 - $936.56 $14.4K - $19.7K
1.82K $1.63B
SPYG
Spdr Portfolio

ETFs
-1.2K
- 1.52%
$81.74 - $91.38 $98.1K - $110K
77.8K $6.84B
CME
Cme Group Inc.

Financial Services
-320
- 1.32%
$221.17 - $246.02 $70.8K - $78.7K
24K $5.71B
XLY
Select Sector Spdr Consumer Di

ETFs
-62
- 0.35%
$194.8 - $239.43 $12.1K - $14.8K
17.8K $3.98B
XLF
Financial Sector Spdr

ETFs
-3.26K
- 1.48%
$44.89 - $51.34 $146K - $167K
217K $10.5B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-92
- 1.56%
$260.53 - $404.79 $24K - $37.2K
5.8K $2.22B
MA
Mastercard Inc

Financial Services
-687
- 2.27%
$491.3 - $536.15 $338K - $368K
29.5K $15.5B
Activity Summary
Buys All Purchases 128 New Holdings 21 Increased Positions 107 Sells All Sells 162 Reductions 162 Sold out 0 Options Calls 0 Puts 0
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