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 • $1.1B total value
Manager:
Search and click to pin securities to the top
Page 5 of 17
Shares:15.2K
Value:$3.5M
% of Portfolio:0.3% ($3.5M/$1.1B)
Shares:16.2K
Value:$3.4M
% of Portfolio:0.3% ($3.4M/$1.1B)
092528603
Shares:59.6K
Value:$3.1M
% of Portfolio:0.3% ($3.1M/$1.1B)
464288588
Shares:27.8K
Value:$2.6M
% of Portfolio:0.2% ($2.6M/$1.1B)
316188309
Shares:55.7K
Value:$2.6M
% of Portfolio:0.2% ($2.6M/$1.1B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 15.2K | QoQ -3.95% (-626)YoY -4.53% (-723) | All Managers (Combined) | $3.5M | 0.3% ($3.5M/$1.1B) | ||
| 7.7K | QoQ -1.04% (-81) | All Managers (Combined) | $3.4M | 0.3% ($3.4M/$1.1B) | ||
| 16.2K | All Managers (Combined) | $3.4M | 0.3% ($3.4M/$1.1B) | |||
| 6.0K | All Managers (Combined) | $3.4M | 0.3% ($3.4M/$1.1B) | |||
MCDONALDS CORP(MCDcusip580135101) | 10.3K | QoQ +0.47% (+49)YoY -2.55% (-271) | All Managers (Combined) | $3.2M | 0.3% ($3.2M/$1.1B) | |
(cusip092528603)✕ | 59.6K | YoY NEW(+59.6K) | All Managers (Combined) | $3.1M | 0.3% ($3.1M/$1.1B) | YoY NEW(+$3.1M) |
| 71.2K | All Managers (Combined) | $3.0M | 0.3% ($3.0M/$1.1B) | |||
| 11.4K | QoQ -1.11% (-128)YoY +1.65% (+185) | All Managers (Combined) | $2.8M | 0.3% ($2.8M/$1.1B) | ||
| 50.5K | All Managers (Combined) | $2.7M | 0.3% ($2.7M/$1.1B) | |||
| 4.4K | All Managers (Combined) | $2.7M | 0.3% ($2.7M/$1.1B) | |||
| 16.5K | All Managers (Combined) | $2.7M | 0.3% ($2.7M/$1.1B) | |||
| 11.1K | QoQ +3.97% (+422)YoY +4.73% (+500) | All Managers (Combined) | $2.6M | 0.2% ($2.6M/$1.1B) | ||
(cusip464288588)✕ | 27.8K | All Managers (Combined) | $2.6M | 0.2% ($2.6M/$1.1B) | ||
| 33.1K | All Managers (Combined) | $2.6M | 0.2% ($2.6M/$1.1B) | |||
AbbVie Inc.(ABBVcusip00287Y109) | 12.2K | QoQ +7.29% (+830)YoY +3.15% (+373) | All Managers (Combined) | $2.6M | 0.2% ($2.6M/$1.1B) | |
(cusip316188309)✕ | 55.7K | YoY NEW(+55.7K) | All Managers (Combined) | $2.6M | 0.2% ($2.6M/$1.1B) | YoY NEW(+$2.6M) |
Broadcom Inc.(AVGOcusip11135F101) | 15.2K | All Managers (Combined) | $2.5M | 0.2% ($2.5M/$1.1B) | ||
| 48.5K | All Managers (Combined) | $2.5M | 0.2% ($2.5M/$1.1B) | |||
| 10.9K | QoQ +1.36% (+147)YoY NEW(+10.9K) | All Managers (Combined) | $2.5M | 0.2% ($2.5M/$1.1B) | YoY NEW(+$2.5M) | |
| 14.4K | QoQ +0.62% (-90)YoY -4.36% (-656) | All Managers (Combined) | $2.5M | 0.2% ($2.5M/$1.1B) |