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 6 of 17
81369Y308
Shares:30.5K
Value:$2.5M
81369Y506
Shares:22.3K
Value:$2.1M
464287580
Shares:22.3K
Value:$2.0M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
5.4K | QoQ +5.16% (-264)YoY +7.25% (+364) | All Managers (Combined) | $2.5M | ||
(cusip81369Y308)✕ | 30.5K | All Managers (Combined) | $2.5M | ||
47.0K | QoQ -1.59% (-763)YoY -1.61% (-772) | All Managers (Combined) | $2.4M | ||
EXXON MOBIL CORP(XOMcusip30231G102) | 19.9K | All Managers (Combined) | $2.4M | ||
13.7K | All Managers (Combined) | $2.4M | |||
ServiceNow, Inc.(NOWcusip81762P102) | 3.0K | All Managers (Combined) | $2.4M | ||
20.7K | All Managers (Combined) | $2.3M | |||
10.3K | All Managers (Combined) | $2.3M | |||
8.5K | All Managers (Combined) | $2.1M | |||
53.8K | All Managers (Combined) | $2.1M | |||
(cusip81369Y506)✕ | 22.3K | All Managers (Combined) | $2.1M | ||
92.9K | All Managers (Combined) | $2.1M | |||
21.8K | YoY NEW(+21.8K) | All Managers (Combined) | $2.0M | YoY NEW(+$2.0M) | |
6.4K | QoQ -1.00% (-65)YoY -7.03% (-486) | All Managers (Combined) | $2.0M | ||
10.6K | All Managers (Combined) | $2.0M | |||
(cusip464287580)✕ | 22.3K | QoQ +0.31% (-71)YoY +1.36% (+300) | All Managers (Combined) | $2.0M | |
7.3K | All Managers (Combined) | $1.9M | |||
4.0K | QoQ -3.74% (-157)YoY -7.60% (-332) | All Managers (Combined) | $1.9M | ||
Accenture plc(ACNcusipG1151C101) | 5.9K | All Managers (Combined) | $1.8M | ||
NETFLIX INC(NFLXcusip64110L106) | 1.9K | QoQ +4.44% (+81)YoY +8.36% (+147) | All Managers (Combined) | $1.8M |