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 4 of 17
81369Y852
Shares:42.9K
Value:$4.1M
89628W302
Shares:64.0K
Value:$4.1M
46637K281
Shares:123.4K
Value:$3.9M
464287226
Shares:38.1K
Value:$3.8M
81369Y407
Shares:17.6K
Value:$3.5M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
366.7K | All Managers (Combined) | $4.6M | |||
7.9K | All Managers (Combined) | $4.5M | |||
151.6K | All Managers (Combined) | $4.5M | |||
52.1K | QoQ -0.18% (-96) | All Managers (Combined) | $4.3M | ||
17.9K | All Managers (Combined) | $4.3M | |||
(cusip81369Y852)✕ | 42.9K | All Managers (Combined) | $4.1M | ||
113.7K | All Managers (Combined) | $4.1M | |||
(cusip89628W302)✕ | 64.0K | YoY NEW(+64.0K) | All Managers (Combined) | $4.1M | YoY NEW(+$4.1M) |
Salesforce, Inc.(CRMcusip79466L302) | 15.1K | All Managers (Combined) | $4.0M | ||
19.8K | QoQ -0.27% (-55) | All Managers (Combined) | $4.0M | ||
14.5K | All Managers (Combined) | $4.0M | |||
(cusip46637K281)✕ | 123.4K | QoQ -0.33% (-421)YoY NEW(+123.4K) | All Managers (Combined) | $3.9M | YoY NEW(+$3.9M) |
ADOBE INC.(ADBEcusip00724F101) | 10.0K | All Managers (Combined) | $3.8M | ||
(cusip464287226)✕ | 38.1K | All Managers (Combined) | $3.8M | ||
COCA COLA CO(KOcusip191216100) | 51.4K | All Managers (Combined) | $3.7M | ||
75.7K | All Managers (Combined) | $3.7M | |||
103.3K | All Managers (Combined) | $3.5M | |||
CATERPILLAR INC(CATcusip149123101) | 10.7K | QoQ +0.85% (-90)YoY -0.34% (-37) | All Managers (Combined) | $3.5M | |
ELI LILLY & Co(LLYcusip532457108) | 4.3K | QoQ +1.67% (+70) | All Managers (Combined) | $3.5M | |
(cusip81369Y407)✕ | 17.6K | All Managers (Combined) | $3.5M |