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 15 of 17
921932844
Shares:3.1K
Value:$289.2K
78468R622
Shares:2.8K
Value:$267.4K
703395103
Shares:8.6K
Value:$267.1K
464287572
Shares:2.7K
Value:$264.3K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
3.2K | QoQ -0.42% (-14)YoY -0.42% (-14) | All Managers (Combined) | $291.6K | ||
3.4K | QoQ +0.05% (-2)YoY NEW(+3.4K) | All Managers (Combined) | $289.9K | YoY NEW(+$289.9K) | |
(cusip921932844)✕ | 3.1K | QoQ 0.00% (-0)YoY NEW(+3.1K) | All Managers (Combined) | $289.2K | YoY NEW(+$289.2K) |
PAYCHEX INC(PAYXcusip704326107) | 1.9K | YoY NEW(+1.9K) | All Managers (Combined) | $287.5K | YoY NEW(+$287.5K) |
2.8K | All Managers (Combined) | $286.1K | |||
ASML HOLDING NV(ASMLcusipN07059210) | 426 | YoY NEW(+426) | All Managers (Combined) | $282.3K | YoY NEW(+$282.3K) |
Eaton Corp plc(ETNcusipG29183103) | 1.0K | QoQ +3.90% (-39)YoY NEW(+1.0K) | All Managers (Combined) | $282.2K | YoY NEW(+$282.2K) |
3.8K | QoQ NEW(+3.8K) YoY NEW(+3.8K) | All Managers (Combined) | $277.5K | QoQ NEW(+$277.5K) YoY NEW(+$277.5K) | |
5.3K | All Managers (Combined) | $275.4K | |||
3.1K | YoY NEW(+3.1K) | All Managers (Combined) | $269.5K | YoY NEW(+$269.5K) | |
1.0K | QoQ +7.17% (+68)YoY NEW(+1.0K) | All Managers (Combined) | $268.7K | YoY NEW(+$268.7K) | |
INTEL CORP(INTCcusip458140100) | 11.8K | All Managers (Combined) | $268.7K | ||
1.1K | All Managers (Combined) | $268.7K | |||
(cusip78468R622)✕ | 2.8K | All Managers (Combined) | $267.4K | ||
(cusip703395103)✕ | 8.6K | QoQ 0.00% (+0)YoY -2.28% (-200) | All Managers (Combined) | $267.1K | |
W. P. Carey Inc.(WPCcusip92936U109) | 4.2K | All Managers (Combined) | $265.8K | ||
8.0K | All Managers (Combined) | $265.0K | |||
(cusip464287572)✕ | 2.7K | QoQ -8.04% (-240)YoY NEW(+2.7K) | All Managers (Combined) | $264.3K | YoY NEW(+$264.3K) |
4.0K | QoQ +9.25% (+340)YoY NEW(+4.0K) | All Managers (Combined) | $263.9K | YoY NEW(+$263.9K) | |
4.3K | All Managers (Combined) | $262.9K |