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 17 of 17

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92206C730

VONE|92206C730

Shares:912

Value:$231.5K

% of Portfolio:0.0% ($231.5K/$1.1B)

464288885

EFG|464288885

Shares:2.3K

Value:$231.5K

% of Portfolio:0.0% ($231.5K/$1.1B)

KROGER CO

KR|501044101

Shares:3.4K

Value:$227.5K

% of Portfolio:0.0% ($227.5K/$1.1B)

464287481

IWP|464287481

Shares:1.9K

Value:$223.9K

% of Portfolio:0.0% ($223.9K/$1.1B)

GE Vernova Inc.

GEV|36828A101

Shares:721

Value:$220.1K

% of Portfolio:0.0% ($220.1K/$1.1B)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:1.0K

Value:$220.1K

% of Portfolio:0.0% ($220.1K/$1.1B)

46432F834

IXUS|46432F834

Shares:3.1K

Value:$219.3K

% of Portfolio:0.0% ($219.3K/$1.1B)

Apollo Global Management, Inc.

APO|03769M106

Shares:1.6K

Value:$217.5K

% of Portfolio:0.0% ($217.5K/$1.1B)

COMCAST CORP

CMCSA|20030N101

Shares:5.8K

Value:$215.8K

% of Portfolio:0.0% ($215.8K/$1.1B)

COOPER COMPANIES, INC.

COO|216648501

Shares:2.5K

Value:$214.4K

% of Portfolio:0.0% ($214.4K/$1.1B)

464288570

Shares:2.1K

Value:$214.0K

% of Portfolio:0.0% ($214.0K/$1.1B)

78464A763

SDY|78464A763

Shares:1.6K

Value:$210.5K

% of Portfolio:0.0% ($210.5K/$1.1B)

General Motors Co

GM|37045V100

Shares:4.4K

Value:$207.1K

% of Portfolio:0.0% ($207.1K/$1.1B)

GLADSTONE COMMERCIAL CORP

GOOD|376536108

Shares:13.5K

Value:$202.8K

% of Portfolio:0.0% ($202.8K/$1.1B)

Prologis, Inc.

PLD|74340W103

Shares:1.8K

Value:$202.7K

% of Portfolio:0.0% ($202.7K/$1.1B)

Lloyds Banking Group plc

LYG|539439109

Shares:14.6K

Value:$55.7K

% of Portfolio:0.0% ($55.7K/$1.1B)

CalciMedica, Inc.

CALC|38942Q202

Shares:15.1K

Value:$28.9K

% of Portfolio:0.0% ($28.9K/$1.1B)

Equillium, Inc.

EQ|29446K106

Shares:13.5K

Value:$5.3K

% of Portfolio:0.0% ($5.3K/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VONEcusip92206C730)	912	QoQ -92.39% (-11.1K) YoY NEW(+912)	All Managers (Combined)	$231.5K	0.0% ($231.5K/$1.1B)	QoQ -92.76% (-$3.0M) YoY NEW(+$231.5K)
(EFGcusip464288885)	2.3K	QoQ -6.04% (-149) YoY -12.90% (-343)	All Managers (Combined)	$231.5K	0.0% ($231.5K/$1.1B)	QoQ -2.97% (-$7.1K) YoY -41.42% (-$163.7K)
KROGER CO(KRcusip501044101)	3.4K	QoQ NEW(+3.4K) YoY NEW(+3.4K)	All Managers (Combined)	$227.5K	0.0% ($227.5K/$1.1B)	QoQ NEW(+$227.5K) YoY NEW(+$227.5K)
(IWPcusip464287481)	1.9K	QoQ +9.79% (+170) YoY NEW(+1.9K)	All Managers (Combined)	$223.9K	0.0% ($223.9K/$1.1B)	QoQ +1.77% (+$3.9K) YoY NEW(+$223.9K)
GE Vernova Inc.(GEVcusip36828A101)	721	QoQ +14.99% (+94) YoY NEW(+721)	All Managers (Combined)	$220.1K	0.0% ($220.1K/$1.1B)	QoQ +6.72% (+$13.9K) YoY NEW(+$220.1K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$220.1K	0.0% ($220.1K/$1.1B)	QoQ NEW(+$220.1K) YoY NEW(+$220.1K)
(IXUScusip46432F834)	3.1K	QoQ -3.26% (-106) YoY -59.48% (-4.6K)	All Managers (Combined)	$219.3K	0.0% ($219.3K/$1.1B)	QoQ +2.10% (-$4.5K) YoY -60.90% (-$341.6K)
Apollo Global Management, Inc.(APOcusip03769M106)	1.6K	QoQ -22.38% (-458) YoY NEW(+1.6K)	All Managers (Combined)	$217.5K	0.0% ($217.5K/$1.1B)	QoQ -35.64% (-$120.5K) YoY NEW(+$217.5K)
COMCAST CORP(CMCSAcusip20030N101)	5.8K	QoQ -18.18% (-1.3K) YoY +7.97% (-432)	All Managers (Combined)	$215.8K	0.0% ($215.8K/$1.1B)	QoQ -19.56% (-$52.5K) YoY -17.27% (-$45.0K)
COOPER COMPANIES, INC.(COOcusip216648501)	2.5K	QoQ +0.43% (-11) YoY NEW(+2.5K)	All Managers (Combined)	$214.4K	0.0% ($214.4K/$1.1B)	QoQ -7.84% (-$18.3K) YoY NEW(+$214.4K)
(cusip464288570)✕	2.1K	QoQ 0.00% (-0) YoY NEW(+2.1K)	All Managers (Combined)	$214.0K	0.0% ($214.0K/$1.1B)	QoQ -7.11% (-$16.4K) YoY NEW(+$214.0K)
(SDYcusip78464A763)	1.6K	QoQ -10.96% (-191) YoY NEW(+1.6K)	All Managers (Combined)	$210.5K	0.0% ($210.5K/$1.1B)	QoQ -8.54% (-$19.7K) YoY NEW(+$210.5K)
General Motors Co(GMcusip37045V100)	4.4K	QoQ +12.14% (-477) YoY NEW(+4.4K)	All Managers (Combined)	$207.1K	0.0% ($207.1K/$1.1B)	QoQ -0.97% (-$2.0K) YoY NEW(+$207.1K)
GLADSTONE COMMERCIAL CORP(GOODcusip376536108)	13.5K	QoQ 0.00% (-0) YoY -9.76% (-1.5K)	All Managers (Combined)	$202.8K	0.0% ($202.8K/$1.1B)	QoQ -7.75% (-$17.1K) YoY -7.67% (-$16.9K)
Prologis, Inc.(PLDcusip74340W103)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$202.7K	0.0% ($202.7K/$1.1B)	QoQ NEW(+$202.7K) YoY NEW(+$202.7K)
Lloyds Banking Group plc(LYGcusip539439109)	14.6K	QoQ +26.78% (+3.1K) YoY NEW(+14.6K)	All Managers (Combined)	$55.7K	0.0% ($55.7K/$1.1B)	QoQ +78.05% (+$24.4K) YoY NEW(+$55.7K)
CalciMedica, Inc.(CALCcusip38942Q202)	15.1K	QoQ 0.00% (-0) YoY NEW(+15.1K)	All Managers (Combined)	$28.9K	0.0% ($28.9K/$1.1B)	QoQ -46.04% (-$24.6K) YoY NEW(+$28.9K)
Equillium, Inc.(EQcusip29446K106)	13.5K	QoQ NEW(+13.5K) YoY NEW(+13.5K)	All Managers (Combined)	$5.3K	0.0% ($5.3K/$1.1B)	QoQ NEW(+$5.3K) YoY NEW(+$5.3K)