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

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464287200

IVV|464287200

Shares:19.2K

Value:$10.8M

% of Portfolio:1.0% ($10.8M/$1.1B)

NVIDIA CORP

NVDA|67066G104

Shares:98.2K

Value:$10.6M

% of Portfolio:1.0% ($10.6M/$1.1B)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:86.7K

Value:$10.6M

% of Portfolio:1.0% ($10.6M/$1.1B)

Chubb Ltd

CB|H1467J104

Shares:34.1K

Value:$10.3M

% of Portfolio:1.0% ($10.3M/$1.1B)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:20.6K

Value:$10.3M

% of Portfolio:1.0% ($10.3M/$1.1B)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:137.4K

Value:$9.9M

% of Portfolio:0.9% ($9.9M/$1.1B)

81369Y704

Shares:72.6K

Value:$9.5M

% of Portfolio:0.9% ($9.5M/$1.1B)

81369Y209

Shares:61.9K

Value:$9.0M

% of Portfolio:0.9% ($9.0M/$1.1B)

Merck & Co., Inc.

MRK|58933Y105

Shares:99.5K

Value:$9.0M

% of Portfolio:0.9% ($9.0M/$1.1B)

CHEVRON CORP

CVX|166764100

Shares:51.2K

Value:$8.6M

% of Portfolio:0.8% ($8.6M/$1.1B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:16.1K

Value:$8.6M

% of Portfolio:0.8% ($8.6M/$1.1B)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:46.2K

Value:$8.3M

% of Portfolio:0.8% ($8.3M/$1.1B)

BOEING CO

BA|097023105

Shares:48.3K

Value:$8.2M

% of Portfolio:0.8% ($8.2M/$1.1B)

EOG RESOURCES INC

EOG|26875P101

Shares:63.8K

Value:$8.2M

% of Portfolio:0.8% ($8.2M/$1.1B)

PEPSICO INC

PEP|713448108

Shares:54.0K

Value:$8.1M

% of Portfolio:0.8% ($8.1M/$1.1B)

ABBOTT LABORATORIES

ABT|002824100

Shares:57.4K

Value:$7.6M

% of Portfolio:0.7% ($7.6M/$1.1B)

HOME DEPOT, INC.

HD|437076102

Shares:20.6K

Value:$7.5M

% of Portfolio:0.7% ($7.5M/$1.1B)

81369Y803

XLK|81369Y803

Shares:36.5K

Value:$7.5M

% of Portfolio:0.7% ($7.5M/$1.1B)

STARBUCKS CORP

SBUX|855244109

Shares:76.2K

Value:$7.5M

% of Portfolio:0.7% ($7.5M/$1.1B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:14.1K

Value:$7.4M

% of Portfolio:0.7% ($7.4M/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	19.2K	QoQ -6.45% (-1.3K) YoY -17.57% (-4.1K)	All Managers (Combined)	$10.8M	1.0% ($10.8M/$1.1B)	QoQ -10.70% (-$1.3M) YoY +34.35% (-$2.8M)
NVIDIA CORP(NVDAcusip67066G104)	98.2K	QoQ +3.56% (-3.4K) YoY +844.39% (+87.8K)	All Managers (Combined)	$10.6M	1.0% ($10.6M/$1.1B)	QoQ -16.40% (-$2.1M) YoY +112.43% (+$5.6M)
TJX COMPANIES INC /DE/(TJXcusip872540109)	86.7K	QoQ -1.34% (-1.2K) YoY +1.46% (+1.2K)	All Managers (Combined)	$10.6M	1.0% ($10.6M/$1.1B)	QoQ -0.54% (-$57.4K) YoY +42.51% (+$3.1M)
Chubb Ltd(CBcusipH1467J104)	34.1K	QoQ -0.98% (-339) YoY -0.66% (-229)	All Managers (Combined)	$10.3M	1.0% ($10.3M/$1.1B)	QoQ +8.19% (-$782.0K) YoY +38.55% (-$2.9M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	20.6K	QoQ -0.37% (-78) YoY -4.15% (-894)	All Managers (Combined)	$10.3M	1.0% ($10.3M/$1.1B)	QoQ -4.69% (-$507.1K) YoY -12.24% (-$1.4M)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	137.4K	QoQ -0.80% (-1.1K) YoY -1.86% (-2.6K)	All Managers (Combined)	$9.9M	0.9% ($9.9M/$1.1B)	QoQ +1.38% (-$134.8K) YoY +55.77% (-$3.5M)
(cusip81369Y704)✕	72.6K	QoQ +2.66% (+1.9K) YoY +12.08% (+7.8K)	All Managers (Combined)	$9.5M	0.9% ($9.5M/$1.1B)	QoQ +2.12% (+$197.9K) YoY +37.08% (+$2.6M)
(cusip81369Y209)✕	61.9K	QoQ +12.00% (+6.6K) YoY +45.18% (+19.3K)	All Managers (Combined)	$9.0M	0.9% ($9.0M/$1.1B)	QoQ +18.87% (+$1.4M) YoY +151.18% (+$5.4M)
Merck & Co., Inc.(MRKcusip58933Y105)	99.5K	QoQ -9.17% (-10.1K) YoY -6.93% (-7.4K)	All Managers (Combined)	$9.0M	0.9% ($9.0M/$1.1B)	QoQ -17.96% (-$2.0M) YoY -18.19% (-$2.0M)
CHEVRON CORP(CVXcusip166764100)	51.2K	QoQ +3.80% (+1.9K) YoY +9.40% (+4.4K)	All Managers (Combined)	$8.6M	0.8% ($8.6M/$1.1B)	QoQ +19.89% (+$1.4M) YoY +32.50% (+$2.1M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	16.1K	QoQ +1.56% (+248) YoY -13.17% (-2.4K)	All Managers (Combined)	$8.6M	0.8% ($8.6M/$1.1B)	QoQ +19.33% (+$1.4M) YoY +32.04% (-$2.1M)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	46.2K	QoQ -0.87% (-407) YoY -6.12% (-3.0K)	All Managers (Combined)	$8.3M	0.8% ($8.3M/$1.1B)	QoQ -0.32% (-$27.3K) YoY +34.78% (-$2.1M)
BOEING CO(BAcusip097023105)	48.3K	QoQ +1.61% (-767) YoY -22.20% (-13.8K)	All Managers (Combined)	$8.2M	0.8% ($8.2M/$1.1B)	QoQ -2.09% (-$175.9K) YoY -11.60% (-$1.1M)
EOG RESOURCES INC(EOGcusip26875P101)	63.8K	QoQ +2.07% (+1.3K) YoY +1.50% (+945)	All Managers (Combined)	$8.2M	0.8% ($8.2M/$1.1B)	QoQ +6.78% (+$519.9K) YoY +22.05% (+$1.5M)
PEPSICO INC(PEPcusip713448108)	54.0K	QoQ +2.22% (-1.2K) YoY -4.58% (-2.6K)	All Managers (Combined)	$8.1M	0.8% ($8.1M/$1.1B)	QoQ -0.12% (-$10.0K) YoY -13.92% (-$1.3M)
ABBOTT LABORATORIES(ABTcusip002824100)	57.4K	QoQ +0.06% (+39) YoY -2.20% (-1.3K)	All Managers (Combined)	$7.6M	0.7% ($7.6M/$1.1B)	QoQ +17.35% (+$1.1M) YoY +17.10% (-$1.1M)
HOME DEPOT, INC.(HDcusip437076102)	20.6K	QoQ -0.04% (-9) YoY -14.05% (-3.4K)	All Managers (Combined)	$7.5M	0.7% ($7.5M/$1.1B)	QoQ -5.82% (-$466.5K) YoY -4.82% (-$382.8K)
(XLKcusip81369Y803)	36.5K	QoQ -1.20% (-444) YoY -8.48% (-3.4K)	All Managers (Combined)	$7.5M	0.7% ($7.5M/$1.1B)	QoQ -12.26% (-$1.1M) YoY +14.97% (-$981.4K)
STARBUCKS CORP(SBUXcusip855244109)	76.2K	QoQ +1.27% (+962) YoY -11.76% (-10.2K)	All Managers (Combined)	$7.5M	0.7% ($7.5M/$1.1B)	QoQ +8.86% (+$609.1K) YoY -10.51% (-$879.1K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	14.1K	QoQ -1.50% (-215) YoY +12.72% (+1.6K)	All Managers (Combined)	$7.4M	0.7% ($7.4M/$1.1B)	QoQ +1.98% (-$144.1K) YoY +23.66% (+$1.4M)