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 13 of 17

Sort by:

LOWES COMPANIES INC

LOW|548661107

Shares:1.7K

Value:$396.0K

% of Portfolio:0.0% ($396.0K/$1.1B)

NIKE, Inc.

NKE|654106103

Shares:6.2K

Value:$395.4K

% of Portfolio:0.0% ($395.4K/$1.1B)

33733E203

Shares:2.3K

Value:$387.9K

% of Portfolio:0.0% ($387.9K/$1.1B)

UNILEVER PLC

UL|904767704

Shares:6.5K

Value:$385.9K

% of Portfolio:0.0% ($385.9K/$1.1B)

92204A306

VDE|92204A306

Shares:2.9K

Value:$382.0K

% of Portfolio:0.0% ($382.0K/$1.1B)

FirstService Corp

FSV|33767E202

Shares:2.3K

Value:$380.2K

% of Portfolio:0.0% ($380.2K/$1.1B)

FIRST CITIZENS BANCSHARES INC /DE/

FCNCA|31946M103

Shares:204

Value:$378.2K

% of Portfolio:0.0% ($378.2K/$1.1B)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:3.4K

Value:$374.8K

% of Portfolio:0.0% ($374.8K/$1.1B)

FIRSTENERGY CORP

FE|337932107

Shares:9.2K

Value:$371.3K

% of Portfolio:0.0% ($371.3K/$1.1B)

Dell Technologies Inc.

DELL|24703L202

Shares:4.0K

Value:$367.8K

% of Portfolio:0.0% ($367.8K/$1.1B)

AT&T INC.

T|00206R102

Shares:12.9K

Value:$364.6K

% of Portfolio:0.0% ($364.6K/$1.1B)

DEERE & CO

DE|244199105

Shares:769

Value:$361.9K

% of Portfolio:0.0% ($361.9K/$1.1B)

464287663

IUSV|464287663

Shares:3.9K

Value:$358.7K

% of Portfolio:0.0% ($358.7K/$1.1B)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:2.5K

Value:$355.8K

% of Portfolio:0.0% ($355.8K/$1.1B)

464288877

Shares:5.8K

Value:$342.0K

% of Portfolio:0.0% ($342.0K/$1.1B)

DuPont de Nemours, Inc.

DD|26614N102

Shares:4.6K

Value:$341.0K

% of Portfolio:0.0% ($341.0K/$1.1B)

KLA CORP

KLAC|482480100

Shares:499

Value:$339.2K

% of Portfolio:0.0% ($339.2K/$1.1B)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:3.3K

Value:$335.3K

% of Portfolio:0.0% ($335.3K/$1.1B)

Snap-on Inc

SNA|833034101

Shares:994

Value:$335.0K

% of Portfolio:0.0% ($335.0K/$1.1B)

MOSAIC CO

MOS|61945C103

Shares:12.4K

Value:$334.8K

% of Portfolio:0.0% ($334.8K/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
LOWES COMPANIES INC(LOWcusip548661107)	1.7K	QoQ +18.41% (+264) YoY +29.91% (+391)	All Managers (Combined)	$396.0K	0.0% ($396.0K/$1.1B)	QoQ +11.90% (+$42.1K) YoY +55.82% (+$141.9K)
NIKE, Inc.(NKEcusip654106103)	6.2K	QoQ +11.00% (-613) YoY -60.27% (-9.4K)	All Managers (Combined)	$395.4K	0.0% ($395.4K/$1.1B)	QoQ -6.67% (-$28.3K) YoY -77.34% (-$1.4M)
(cusip33733E203)✕	2.3K	QoQ 0.00% (+0) YoY -80.86% (-9.6K)	All Managers (Combined)	$387.9K	0.0% ($387.9K/$1.1B)	QoQ +2.34% (+$8.9K) YoY -79.41% (-$1.5M)
UNILEVER PLC(ULcusip904767704)	6.5K	QoQ -27.65% (-2.5K) YoY -56.29% (-8.3K)	All Managers (Combined)	$385.9K	0.0% ($385.9K/$1.1B)	QoQ -24.01% (-$122.0K) YoY -45.07% (-$316.7K)
(VDEcusip92204A306)	2.9K	QoQ 0.00% (+0) YoY NEW(+2.9K)	All Managers (Combined)	$382.0K	0.0% ($382.0K/$1.1B)	QoQ +6.93% (+$24.8K) YoY NEW(+$382.0K)
FirstService Corp(FSVcusip33767E202)	2.3K	QoQ -10.62% (-272) YoY -32.19% (-1.1K)	All Managers (Combined)	$380.2K	0.0% ($380.2K/$1.1B)	QoQ -18.04% (-$83.7K) YoY -37.19% (-$225.1K)
FIRST CITIZENS BANCSHARES INC /DE/(FCNCAcusip31946M103)	204	QoQ -1.92% (-4) YoY -0.48% (-1)	All Managers (Combined)	$378.2K	0.0% ($378.2K/$1.1B)	QoQ -13.73% (-$60.2K) YoY +33.27% (-$94.4K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	3.4K	QoQ -0.86% (-30) YoY NEW(+3.4K)	All Managers (Combined)	$374.8K	0.0% ($374.8K/$1.1B)	QoQ +17.46% (-$55.7K) YoY NEW(+$374.8K)
FIRSTENERGY CORP(FEcusip337932107)	9.2K	QoQ -17.19% (-1.9K) YoY -17.53% (-2.0K)	All Managers (Combined)	$371.3K	0.0% ($371.3K/$1.1B)	QoQ -15.85% (-$70.0K) YoY -6.40% (-$25.4K)
Dell Technologies Inc.(DELLcusip24703L202)	4.0K	QoQ -2.32% (-96) YoY +9.49% (+350)	All Managers (Combined)	$367.8K	0.0% ($367.8K/$1.1B)	QoQ -22.74% (-$108.3K) YoY +33.06% (+$91.4K)
AT&T INC.(Tcusip00206R102)	12.9K	QoQ +22.48% (+2.4K) YoY NEW(+12.9K)	All Managers (Combined)	$364.6K	0.0% ($364.6K/$1.1B)	QoQ +52.12% (+$124.9K) YoY NEW(+$364.6K)
DEERE & CO(DEcusip244199105)	769	QoQ +13.42% (+91) YoY +11.12% (+77)	All Managers (Combined)	$361.9K	0.0% ($361.9K/$1.1B)	QoQ +25.60% (+$73.8K) YoY +37.06% (+$97.9K)
(IUSVcusip464287663)	3.9K	QoQ 0.00% (-0) YoY -3.90% (-158)	All Managers (Combined)	$358.7K	0.0% ($358.7K/$1.1B)	QoQ -0.32% (-$1.2K) YoY -12.08% (-$49.3K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	2.5K	QoQ -10.90% (-300) YoY +11.35% (-250)	All Managers (Combined)	$355.8K	0.0% ($355.8K/$1.1B)	QoQ -20.49% (-$91.7K) YoY -2.07% (-$7.5K)
(cusip464288877)✕	5.8K	QoQ -14.38% (-975) YoY -26.72% (-2.1K)	All Managers (Combined)	$342.0K	0.0% ($342.0K/$1.1B)	QoQ -3.82% (-$13.6K) YoY -46.73% (-$300.1K)
DuPont de Nemours, Inc.(DDcusip26614N102)	4.6K	QoQ +1.69% (-76) YoY NEW(+4.6K)	All Managers (Combined)	$341.0K	0.0% ($341.0K/$1.1B)	QoQ -0.38% (-$1.3K) YoY NEW(+$341.0K)
KLA CORP(KLACcusip482480100)	499	QoQ +20.53% (+85) YoY NEW(+499)	All Managers (Combined)	$339.2K	0.0% ($339.2K/$1.1B)	QoQ +30.03% (+$78.3K) YoY NEW(+$339.2K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	3.3K	QoQ +9.34% (+284) YoY NEW(+3.3K)	All Managers (Combined)	$335.3K	0.0% ($335.3K/$1.1B)	QoQ +23.51% (+$63.8K) YoY NEW(+$335.3K)
Snap-on Inc(SNAcusip833034101)	994	QoQ +7.11% (+66) YoY +7.11% (+66)	All Managers (Combined)	$335.0K	0.0% ($335.0K/$1.1B)	QoQ +6.33% (+$20.0K) YoY +24.97% (+$66.9K)
MOSAIC CO(MOScusip61945C103)	12.4K	QoQ +0.36% (+45) YoY NEW(+12.4K)	All Managers (Combined)	$334.8K	0.0% ($334.8K/$1.1B)	QoQ +10.28% (+$31.2K) YoY NEW(+$334.8K)