Tritonpoint-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ARES",
  "FSV",
  "MC",
  "POOL",
  "OSK",
  "AES",
  "MOS",
  "AKAM",
  "AAXJ",
  "EQ",
  "SNOW",
  "MU",
  null,
  "ACN",
  null,
  "MMM",
  "ABT",
  "ABBV",
  null,
  "ADBE",
  "A",
  null,
  "ALL",
  "GOOGL",
  "VDE",
  "AXP",
  "ARCT",
  "AIG",
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "BSX",
  "COF",
  "CMI",
  "DUK",
  null,
  "EOG",
  "GD",
  "GILD",
  "HON",
  "HD",
  "MCD",
  "INTU",
  "FE",
  "UNP",
  "QCOM",
  "CALC",
  "ISRG",
  null,
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  null,
  null,
  "HEFA",
  "IVW",
  "IJH",
  null,
  null,
  "KMI",
  "LHX",
  "LRCX",
  null,
  null,
  "LIN",
  null,
  null,
  "MPC",
  "MMC",
  "PWR",
  "SILA",
  null,
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "NDAQ",
  "FCNCA",
  null,
  "FTV",
  "GE",
  "GXO",
  null,
  "BX",
  "IJR",
  "EFG",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "OKE",
  "PAYX",
  null,
  "IWF",
  "PEP",
  "PNC",
  null,
  "PGR",
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  "ECL",
  "NVDA",
  "GS",
  "INTC",
  "LDOS",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "REGN",
  "IEFA",
  "SPGI",
  "RELX",
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SLB",
  "SPG",
  "ROP",
  "SRE",
  "ROST",
  "SNA",
  "RTX",
  "GLD",
  "SAP",
  null,
  null,
  "SPYG",
  "AMT",
  "RSG",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "TXN",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "TYL",
  "UBER",
  "UL",
  "UPS",
  "BIV",
  "VO",
  "RCL",
  "TWI",
  "VOE",
  "EWBC",
  "AB",
  null,
  "IWV",
  null,
  "VIG",
  "LYG",
  "TRGP",
  "TMP",
  "TSCO",
  "IWO",
  null,
  "TSM",
  null,
  null,
  "ETR",
  "BN.TO",
  "VYM",
  "DD",
  "VRTX",
  "EW",
  "GM",
  "APTV",
  null,
  "APH",
  "AMD",
  "SDY",
  "FI",
  "DOV",
  "WSO",
  "GNRC",
  "AJG",
  "IWP",
  "IWR",
  null,
  "AEP",
  "GOOD",
  "NVO",
  "VIGI",
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  "EGP",
  null,
  null,
  null,
  "VGT",
  "VUG",
  "VONE",
  "VBK",
  "MGV",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WING",
  "WMB",
  null,
  "WPC",
  "YUMC",
  "YUM",
  "XPO",
  "IUSG",
  "MTB",
  "ET",
  "CHKP",
  "SCHF",
  "SCHA",
  "JKHY",
  "NSC",
  "LH",
  "MKL",
  "SO",
  "OTIS",
  null,
  "PSX",
  null,
  "CRM",
  null,
  null,
  null,
  null,
  "IXUS",
  "HALO",
  "IUSV",
  "GEV",
  "TRI.TO",
  "MCK",
  "SPYV",
  "ESGU",
  null,
  "FDX",
  null,
  "STE",
  "LULU",
  "ADP",
  "BALL",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BA",
  "BMY",
  "BIP",
  "BAM.TO",
  "BNL",
  "CACI",
  "CHRW",
  "CG",
  "CSTL",
  "CVX",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "C",
  "CME",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "COO",
  "CEG",
  "CPRT",
  "COST",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DELL",
  "DE",
  "DPZ",
  "IJT",
  "ADI",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 338
Total Value: 1050509965
Accession Number: 0002008171-25-000003
Form Type: 13F-HR
CIK: tritonpoint-wealth
Manager Name: Tritonpoint-Wealth

Data Enrichment

85% identified

288 identified50 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

338 positions • $1.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AMERICAN EXPRESS CO

AXP|025816109

Shares:2.7K

Value:$718.4K

% of Portfolio:0.1% ($718.4K/$1.1B)

464287655

IWM|464287655

Shares:3.4K

Value:$687.3K

% of Portfolio:0.1% ($687.3K/$1.1B)

78468R739

Shares:14.1K

Value:$669.9K

% of Portfolio:0.1% ($669.9K/$1.1B)

ALLIANCEBERNSTEIN HOLDING L.P.

AB|01881G106

Shares:17.5K

Value:$669.1K

% of Portfolio:0.1% ($669.1K/$1.1B)

SOUTHERN CO

SO|842587107

Shares:7.3K

Value:$668.7K

% of Portfolio:0.1% ($668.7K/$1.1B)

464287622

IWB|464287622

Shares:2.1K

Value:$656.6K

% of Portfolio:0.1% ($656.6K/$1.1B)

Palantir Technologies Inc.

PLTR|69608A108

Shares:7.6K

Value:$644.3K

% of Portfolio:0.1% ($644.3K/$1.1B)

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

Shares:3.9K

Value:$642.3K

% of Portfolio:0.1% ($642.3K/$1.1B)

78468R200

Shares:20.7K

Value:$638.0K

% of Portfolio:0.1% ($638.0K/$1.1B)

EASTGROUP PROPERTIES INC

EGP|277276101

Shares:3.5K

Value:$621.4K

% of Portfolio:0.1% ($621.4K/$1.1B)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:11.2K

Value:$619.1K

% of Portfolio:0.1% ($619.1K/$1.1B)

CSX CORP

CSX|126408103

Shares:20.6K

Value:$606.5K

% of Portfolio:0.1% ($606.5K/$1.1B)

Medtronic plc

MDT|G5960L103

Shares:6.7K

Value:$605.0K

% of Portfolio:0.1% ($605.0K/$1.1B)

KINDER MORGAN, INC.

KMI|49456B101

Shares:21.1K

Value:$602.5K

% of Portfolio:0.1% ($602.5K/$1.1B)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:9.8K

Value:$586.9K

% of Portfolio:0.1% ($586.9K/$1.1B)

FEDEX CORP

FDX|31428X106

Shares:2.4K

Value:$582.5K

% of Portfolio:0.1% ($582.5K/$1.1B)

THOMSON REUTERS CORP /CAN/

TRI.TO|884903808

Shares:3.4K

Value:$581.1K

% of Portfolio:0.1% ($581.1K/$1.1B)

464287788

Shares:5.0K

Value:$569.9K

% of Portfolio:0.1% ($569.9K/$1.1B)

AMGEN INC

AMGN|031162100

Shares:1.8K

Value:$569.4K

% of Portfolio:0.1% ($569.4K/$1.1B)

464288414

MUB|464288414

Shares:5.4K

Value:$565.7K

% of Portfolio:0.1% ($565.7K/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMERICAN EXPRESS CO(AXPcusip025816109)	2.7K	QoQ -0.52% (-14) YoY +3.16% (+82)	All Managers (Combined)	$718.4K	0.1% ($718.4K/$1.1B)	QoQ -9.81% (-$78.2K) YoY +30.78% (+$169.1K)
(IWMcusip464287655)	3.4K	QoQ +0.02% (-1) YoY +0.37% (+13)	All Managers (Combined)	$687.3K	0.1% ($687.3K/$1.1B)	QoQ -9.66% (-$73.6K) YoY +16.46% (+$97.2K)
(cusip78468R739)✕	14.1K	QoQ -39.34% (-9.1K) YoY -58.01% (-19.4K)	All Managers (Combined)	$669.9K	0.1% ($669.9K/$1.1B)	QoQ -39.07% (-$429.7K) YoY -66.01% (-$1.3M)
ALLIANCEBERNSTEIN HOLDING L.P.(ABcusip01881G106)	17.5K	QoQ 0.00% (+0) YoY -0.19% (-34)	All Managers (Combined)	$669.1K	0.1% ($669.1K/$1.1B)	QoQ +3.28% (+$21.3K) YoY -14.76% (-$115.9K)
SOUTHERN CO(SOcusip842587107)	7.3K	QoQ +0.63% (+46) YoY +10.09% (+667)	All Managers (Combined)	$668.7K	0.1% ($668.7K/$1.1B)	QoQ +12.40% (+$73.8K) YoY +48.47% (+$218.3K)
(IWBcusip464287622)	2.1K	QoQ +0.14% (-3) YoY +2.48% (+52)	All Managers (Combined)	$656.6K	0.1% ($656.6K/$1.1B)	QoQ -4.64% (-$32.0K) YoY +63.32% (+$254.6K)
Palantir Technologies Inc.(PLTRcusip69608A108)	7.6K	QoQ +7.52% (+534) YoY NEW(+7.6K)	All Managers (Combined)	$644.3K	0.1% ($644.3K/$1.1B)	QoQ +19.99% (+$107.4K) YoY NEW(+$644.3K)
SIMON PROPERTY GROUP INC /DE/(SPGcusip828806109)	3.9K	QoQ +1.54% (-59) YoY +7.50% (+270)	All Managers (Combined)	$642.3K	0.1% ($642.3K/$1.1B)	QoQ -2.06% (-$13.5K) YoY +19.92% (+$106.7K)
(cusip78468R200)✕	20.7K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$638.0K	0.1% ($638.0K/$1.1B)	QoQ +0.29% (+$1.9K) YoY -2.70% (-$17.7K)
EASTGROUP PROPERTIES INC(EGPcusip277276101)	3.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$621.4K	0.1% ($621.4K/$1.1B)	QoQ +9.67% (+$54.8K) YoY +2.67% (+$16.2K)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	11.2K	QoQ +6.96% (+732) YoY +236.40% (-7.9K)	All Managers (Combined)	$619.1K	0.1% ($619.1K/$1.1B)	QoQ +11.08% (+$61.8K) YoY -7.83% (-$52.6K)
CSX CORP(CSXcusip126408103)	20.6K	QoQ -1.56% (-327) YoY -12.86% (-3.0K)	All Managers (Combined)	$606.5K	0.1% ($606.5K/$1.1B)	QoQ -10.22% (-$69.1K) YoY -25.73% (-$210.2K)
Medtronic plc(MDTcusipG5960L103)	6.7K	QoQ +20.10% (+1.1K) YoY -53.00% (-7.5K)	All Managers (Combined)	$605.0K	0.1% ($605.0K/$1.1B)	QoQ +34.98% (+$156.8K) YoY -42.60% (-$449.1K)
KINDER MORGAN, INC.(KMIcusip49456B101)	21.1K	QoQ +1.62% (+337) YoY -13.65% (-3.3K)	All Managers (Combined)	$602.5K	0.1% ($602.5K/$1.1B)	QoQ +5.81% (+$33.1K) YoY +14.40% (-$75.8K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	9.8K	QoQ +3.02% (+288) YoY +3.56% (+338)	All Managers (Combined)	$586.9K	0.1% ($586.9K/$1.1B)	QoQ +13.76% (+$71.0K) YoY +82.80% (+$265.8K)
FEDEX CORP(FDXcusip31428X106)	2.4K	QoQ -8.65% (-225) YoY -47.99% (-2.2K)	All Managers (Combined)	$582.5K	0.1% ($582.5K/$1.1B)	QoQ -20.79% (-$152.9K) YoY -55.01% (-$712.3K)
THOMSON REUTERS CORP /CAN/(TRI.TOcusip884903808)	3.4K	QoQ +0.56% (+19) YoY -18.63% (-770)	All Managers (Combined)	$581.1K	0.1% ($581.1K/$1.1B)	QoQ +8.34% (+$44.7K) YoY -12.75% (-$85.0K)
(cusip464287788)✕	5.0K	QoQ -0.15% (-8) YoY -6.08% (-327)	All Managers (Combined)	$569.9K	0.1% ($569.9K/$1.1B)	QoQ +1.89% (-$10.6K) YoY +95.90% (-$279.0K)
AMGEN INC(AMGNcusip031162100)	1.8K	QoQ +5.72% (+99) YoY +13.68% (+220)	All Managers (Combined)	$569.4K	0.1% ($569.4K/$1.1B)	QoQ +26.37% (+$118.8K) YoY +30.77% (+$134.0K)
(MUBcusip464288414)	5.4K	QoQ +50.28% (+1.8K) YoY +8.03% (-399)	All Managers (Combined)	$565.7K	0.1% ($565.7K/$1.1B)	QoQ +48.71% (+$185.3K) YoY -17.48% (-$119.9K)