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
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.28K
- 5.56%
$87.68 - $94.52 $112K - $121K
21.8K $2.04B
EFG
Msci Eafe Growth ETF

ETFs
-149
- 6.05%
$96.1 - $106.37 $14.3K - $15.8K
2.32K $232M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-58
- 2.03%
$94.86 - $97.12 $5.5K - $5.63K
2.81K $267M
IYH
Ishares Tr

ETFs
-724
- 4.96%
$58.32 - $62.76 $42.2K - $45.4K
13.9K $844M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-500
- 8.63%
$42.3 - $53.69 $21.2K - $26.8K
5.29K $275M
IEMG
Ishares Inc

ETFs
-1.7K
- 3.26%
N/A
50.5K $2.72B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-484
- 1.04%
$126.11 - $135.06 $61K - $65.4K
46K $5.93B
JKHY
Henry Jack & Associates Inc

Technology
-35
- 2.46%
$166.47 - $191.28 $5.83K - $6.69K
1.39K $253M
IXUS
Ishares Tr

ETFs
-106
- 3.26%
$65.06 - $72.31 $6.9K - $7.66K
3.14K $219M
TYL
Tyler Technologies Inc

Technology
-1
- 0.06%
$553.41 - $646.74 $553 - $647
1.6K $931M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-266
- 2.2%
$18.36 - $20.51 $4.88K - $5.46K
11.8K $233M
IYF
Ishares Tr

ETFs
-8
- 0.16%
$107.69 - $119.37 $862 - $955
5.05K $570M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-122
- 0.4%
$51.52 - $52.37 $6.29K - $6.39K
30.4K $1.59B
WSO
Watsco Inc

Industrials
-1
- 0.22%
$463.86 - $530.75 $464 - $531
461 $234M
WPC
W. P. Carey Inc.

Real Estate
-300
- 6.74%
$53.5 - $65.05 $16.1K - $19.5K
4.15K $266M
SLB
Schlumberger Limited

Energy
-1.12K
- 5.23%
$38.4 - $43.74 $43K - $49K
20.3K $854M
XLP
Consumer Staples Sector Spdr

ETFs
-490
- 1.58%
N/A
30.5K $2.49B
AEP
American Electric Power CO Inc

Utilities
-30
- 0.87%
$90.32 - $109.27 $2.71K - $3.28K
3.43K $375M
HALO
Halozyme Therapeutics, Inc.

Healthcare
-420
- 7.54%
$47.74 - $65.16 $20.1K - $27.4K
5.15K $329M
ADP
Automatic Data Processing Inc

Industrials
-65
- 1.0%
$286.85 - $318.64 $18.6K - $20.7K
6.42K $1.97B
AIG
American International Group, Inc.

Financial Services
-1.11K
- 9.53%
$70.5 - $86.94 $78.3K - $96.5K
10.5K $916M
SAP
Sap Se

Technology
-38
- 1.02%
$241.4 - $293.69 $9.17K - $11.2K
3.68K $989M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-157
- 3.75%
$402.33 - $489.71 $63.2K - $76.9K
4.03K $1.85B
WFC
Wells Fargo & Company

Financial Services
-1.11K
- 0.8%
$66.78 - $81.42 $74.3K - $90.6K
137K $9.86B
UNH
Unitedhealth Group Inc

Healthcare
-215
- 1.5%
$461.52 - $548.18 $99.2K - $118K
14.1K $7.39B
IEFA
Ishares Tr

ETFs
-2.36K
- 3.61%
$69.57 - $78.65 $164K - $185K
62.8K $4.75B
XOM
Exxon Mobil Corp

Energy
-377
- 1.86%
$105.44 - $118.93 $39.8K - $44.8K
19.9K $2.37B
ECL
Ecolab Inc.

Basic Materials
-212
- 1.09%
$229.72 - $269.82 $48.7K - $57.2K
19.2K $4.89B
BNL
Broadstone Net Lease, Inc.

Real Estate
-50.1K
- 4.93%
$15.2 - $17.25 $761K - $864K
965K $16.7B
KO
Coca Cola CO

Consumer Defensive
-2.4K
- 4.46%
$60.81 - $72.32 $146K - $173K
51.4K $3.71B
CME
Cme Group Inc.

Financial Services
-1.08K
- 4.5%
$225.82 - $266.54 $244K - $288K
22.9K $6.08B
CHKP
Check Point Software Technologies LTD

Technology
-626
- 3.95%
$179.88 - $231.31 $113K - $145K
15.2K $3.47B
JPM
Jpmorgan Chase & CO

Financial Services
-49
- 0.05%
$225.19 - $279.95 $11K - $13.7K
97.9K $24B
MA
Mastercard Inc

Financial Services
-38
- 0.13%
$504.67 - $576.31 $19.2K - $21.9K
29.5K $16.2B
CB
Chubb LTD

Financial Services
-339
- 0.98%
$257.71 - $301.99 $87.4K - $102K
34.1K $10.3B
YUM
Yum Brands Inc

Consumer Cyclical
-305
- 0.66%
$123.25 - $162.53 $37.6K - $49.6K
46K $7.24B
JNJ
Johnson & Johnson

Healthcare
-665
- 0.79%
$142.06 - $167.7 $94.5K - $112K
83.4K $13.8B
V
Visa Inc.

Financial Services
-558
- 0.86%
$306.92 - $362.71 $171K - $202K
64K $22.4B
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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