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

Page 12 of 17

Sort by:

Fortive Corp

FTV|34959J108

Shares:6.2K

Value:$454.3K

% of Portfolio:0.0% ($454.3K/$1.1B)

NEXTERA ENERGY INC

NEE|65339F101

Shares:6.4K

Value:$453.5K

% of Portfolio:0.0% ($453.5K/$1.1B)

464287770

Shares:5.7K

Value:$451.4K

% of Portfolio:0.0% ($451.4K/$1.1B)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:760

Value:$447.9K

% of Portfolio:0.0% ($447.9K/$1.1B)

921908844

VIG|921908844

Shares:2.3K

Value:$447.1K

% of Portfolio:0.0% ($447.1K/$1.1B)

78464A821

Shares:5.6K

Value:$446.6K

% of Portfolio:0.0% ($446.6K/$1.1B)

STERIS plc

STE|G8473T100

Shares:2.0K

Value:$445.6K

% of Portfolio:0.0% ($445.6K/$1.1B)

808524607

SCHA|808524607

Shares:18.6K

Value:$435.0K

% of Portfolio:0.0% ($435.0K/$1.1B)

464287598

IWD|464287598

Shares:2.3K

Value:$430.6K

% of Portfolio:0.0% ($430.6K/$1.1B)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:1.8K

Value:$429.5K

% of Portfolio:0.0% ($429.5K/$1.1B)

464287150

ITOT|464287150

Shares:3.5K

Value:$427.0K

% of Portfolio:0.0% ($427.0K/$1.1B)

464288828

Shares:8.1K

Value:$425.0K

% of Portfolio:0.0% ($425.0K/$1.1B)

SEMPRA

SRE|816851109

Shares:5.9K

Value:$422.9K

% of Portfolio:0.0% ($422.9K/$1.1B)

MORGAN STANLEY

MS|617446448

Shares:3.6K

Value:$421.9K

% of Portfolio:0.0% ($421.9K/$1.1B)

Marathon Petroleum Corp

MPC|56585A102

Shares:2.9K

Value:$421.3K

% of Portfolio:0.0% ($421.3K/$1.1B)

33733E104

Shares:4.7K

Value:$418.2K

% of Portfolio:0.0% ($418.2K/$1.1B)

33739E108

Shares:23.5K

Value:$413.8K

% of Portfolio:0.0% ($413.8K/$1.1B)

MCKESSON CORP

MCK|58155Q103

Shares:606

Value:$407.9K

% of Portfolio:0.0% ($407.9K/$1.1B)

FISERV INC

FI|337738108

Shares:1.8K

Value:$407.9K

% of Portfolio:0.0% ($407.9K/$1.1B)

ALLSTATE CORP

ALL|020002101

Shares:1.9K

Value:$398.5K

% of Portfolio:0.0% ($398.5K/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Fortive Corp(FTVcusip34959J108)	6.2K	QoQ +3.10% (+187) YoY -11.89% (-838)	All Managers (Combined)	$454.3K	0.0% ($454.3K/$1.1B)	QoQ +0.60% (+$2.7K) YoY -11.76% (-$60.6K)
NEXTERA ENERGY INC(NEEcusip65339F101)	6.4K	QoQ -2.60% (-171) YoY +2.82% (+176)	All Managers (Combined)	$453.5K	0.0% ($453.5K/$1.1B)	QoQ -3.68% (-$17.3K) YoY +35.40% (+$118.6K)
(cusip464287770)✕	5.7K	QoQ +2.31% (+130) YoY -11.63% (-757)	All Managers (Combined)	$451.4K	0.0% ($451.4K/$1.1B)	QoQ +3.28% (+$14.4K) YoY +16.18% (-$62.9K)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	760	QoQ +2.70% (+20) YoY -35.59% (-420)	All Managers (Combined)	$447.9K	0.0% ($447.9K/$1.1B)	QoQ +16.40% (+$63.1K) YoY -35.30% (-$244.4K)
(VIGcusip921908844)	2.3K	QoQ +15.77% (+314) YoY +11.73% (+242)	All Managers (Combined)	$447.1K	0.0% ($447.1K/$1.1B)	QoQ +14.68% (+$57.2K) YoY +38.84% (+$125.1K)
(cusip78464A821)✕	5.6K	QoQ 0.00% (-0) YoY NEW(+5.6K)	All Managers (Combined)	$446.6K	0.0% ($446.6K/$1.1B)	QoQ -8.55% (-$41.8K) YoY NEW(+$446.6K)
STERIS plc(STEcusipG8473T100)	2.0K	QoQ +6.32% (+117) YoY -27.72% (-754)	All Managers (Combined)	$445.6K	0.0% ($445.6K/$1.1B)	QoQ +17.26% (+$65.6K) YoY -30.32% (-$193.9K)
(SCHAcusip808524607)	18.6K	QoQ -1.61% (-304) YoY +71.10% (+7.7K)	All Managers (Combined)	$435.0K	0.0% ($435.0K/$1.1B)	QoQ -10.85% (-$53.0K) YoY +11.63% (+$45.3K)
(IWDcusip464287598)	2.3K	QoQ -10.83% (-278) YoY -13.75% (-365)	All Managers (Combined)	$430.6K	0.0% ($430.6K/$1.1B)	QoQ -9.33% (-$44.4K) YoY -4.88% (-$22.1K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	1.8K	QoQ +5.01% (+84) YoY NEW(+1.8K)	All Managers (Combined)	$429.5K	0.0% ($429.5K/$1.1B)	QoQ +20.60% (+$73.4K) YoY NEW(+$429.5K)
(ITOTcusip464287150)	3.5K	QoQ -1.85% (-66) YoY -18.86% (-814)	All Managers (Combined)	$427.0K	0.0% ($427.0K/$1.1B)	QoQ -6.89% (-$31.6K) YoY -51.68% (-$456.8K)
(cusip464288828)✕	8.1K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$425.0K	0.0% ($425.0K/$1.1B)	QoQ +10.02% (+$38.7K) YoY -22.79% (-$125.5K)
SEMPRA(SREcusip816851109)	5.9K	QoQ -16.23% (-1.1K) YoY NEW(+5.9K)	All Managers (Combined)	$422.9K	0.0% ($422.9K/$1.1B)	QoQ -31.25% (-$192.3K) YoY NEW(+$422.9K)
MORGAN STANLEY(MScusip617446448)	3.6K	QoQ +6.44% (-219) YoY +30.30% (+841)	All Managers (Combined)	$421.9K	0.0% ($421.9K/$1.1B)	QoQ -1.21% (-$5.2K) YoY +62.44% (+$162.2K)
Marathon Petroleum Corp(MPCcusip56585A102)	2.9K	QoQ +1.68% (+48) YoY -9.59% (-307)	All Managers (Combined)	$421.3K	0.0% ($421.3K/$1.1B)	QoQ +6.21% (+$24.7K) YoY -7.79% (-$35.6K)
(cusip33733E104)✕	4.7K	QoQ 0.00% (+0) YoY NEW(+4.7K)	All Managers (Combined)	$418.2K	0.0% ($418.2K/$1.1B)	QoQ +2.07% (+$8.5K) YoY NEW(+$418.2K)
(cusip33739E108)✕	23.5K	QoQ -2.08% (-500) YoY -46.10% (-20.1K)	All Managers (Combined)	$413.8K	0.0% ($413.8K/$1.1B)	QoQ -2.68% (-$11.4K) YoY -12.19% (-$57.5K)
MCKESSON CORP(MCKcusip58155Q103)	606	QoQ +5.02% (+29) YoY +21.93% (+109)	All Managers (Combined)	$407.9K	0.0% ($407.9K/$1.1B)	QoQ +23.99% (+$78.9K) YoY +83.68% (+$185.8K)
FISERV INC(FIcusip337738108)	1.8K	QoQ +7.63% (+131) YoY NEW(+1.8K)	All Managers (Combined)	$407.9K	0.0% ($407.9K/$1.1B)	QoQ +15.70% (+$55.4K) YoY NEW(+$407.9K)
ALLSTATE CORP(ALLcusip020002101)	1.9K	QoQ -9.49% (-201) YoY -6.90% (-142)	All Managers (Combined)	$398.5K	0.0% ($398.5K/$1.1B)	QoQ -2.78% (-$11.4K) YoY +38.84% (-$111.5K)