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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Tritonpoint-Wealth
Data Enrichment
85% identified288 identified50 unidentified
Holdings
338 positions
Manager:
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Page 13 of 17
33733E203
Shares:2.3K
Value:$387.9K
464288877
Shares:5.8K
Value:$342.0K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
1.7K | All Managers (Combined) | $396.0K | |||
NIKE, Inc.(NKEcusip654106103) | 6.2K | All Managers (Combined) | $395.4K | ||
(cusip33733E203)✕ | 2.3K | QoQ 0.00% (+0) | All Managers (Combined) | $387.9K | |
UNILEVER PLC(ULcusip904767704) | 6.5K | All Managers (Combined) | $385.9K | ||
2.9K | QoQ 0.00% (+0)YoY NEW(+2.9K) | All Managers (Combined) | $382.0K | YoY NEW(+$382.0K) | |
2.3K | All Managers (Combined) | $380.2K | |||
204 | QoQ -1.92% (-4)YoY -0.48% (-1) | All Managers (Combined) | $378.2K | ||
3.4K | QoQ -0.86% (-30)YoY NEW(+3.4K) | All Managers (Combined) | $374.8K | YoY NEW(+$374.8K) | |
FIRSTENERGY CORP(FEcusip337932107) | 9.2K | All Managers (Combined) | $371.3K | ||
4.0K | QoQ -2.32% (-96)YoY +9.49% (+350) | All Managers (Combined) | $367.8K | ||
12.9K | YoY NEW(+12.9K) | All Managers (Combined) | $364.6K | YoY NEW(+$364.6K) | |
DEERE & CO(DEcusip244199105) | 769 | QoQ +13.42% (+91)YoY +11.12% (+77) | All Managers (Combined) | $361.9K | |
3.9K | QoQ 0.00% (-0)YoY -3.90% (-158) | All Managers (Combined) | $358.7K | ||
2.5K | All Managers (Combined) | $355.8K | |||
(cusip464288877)✕ | 5.8K | All Managers (Combined) | $342.0K | ||
4.6K | QoQ +1.69% (-76)YoY NEW(+4.6K) | All Managers (Combined) | $341.0K | YoY NEW(+$341.0K) | |
499 | QoQ +20.53% (+85)YoY NEW(+499) | All Managers (Combined) | $339.2K | YoY NEW(+$339.2K) | |
3.3K | QoQ +9.34% (+284)YoY NEW(+3.3K) | All Managers (Combined) | $335.3K | YoY NEW(+$335.3K) | |
Snap-on Inc(SNAcusip833034101) | 994 | QoQ +7.11% (+66)YoY +7.11% (+66) | All Managers (Combined) | $335.0K | |
12.4K | QoQ +0.36% (+45)YoY NEW(+12.4K) | All Managers (Combined) | $334.8K | YoY NEW(+$334.8K) |