Tritonpoint Wealth, LLC
- SEC CIK
- 0002008171
- Latest filing
- Aug 11, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Jan 24, 2024. Long positions only.
- Positions
- 326
- No filing for Q3 2023
- Portfolio value
- $1.02B
- No filing for Q3 2023
Tritonpoint Wealth, LLC did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 432,290 | $83.2M | 8.1% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 88,213 | $38.5M | 3.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 82,744 | $31.1M | 3.0% | – | – | History |
| BNLBroadstone Net Lease, Inc. | COM | 1,689,411 | $29.6M | 2.9% | – | – | History |
| AMZNAmazon Com Inc | Stock | 185,407 | $28.2M | 2.7% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 163,398 | $22.8M | 2.2% | – | – | History |
| GOOGAlphabet Inc. | Stock | 157,955 | $22.3M | 2.2% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 65,241 | $20.3M | 2.0% | – | – | – |
| DHRDanaher Corp | Stock | 81,390 | $18.8M | 1.8% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 100,642 | $17.1M | 1.7% | – | – | History |
| VVisa Inc. | Stock | 62,523 | $16.3M | 1.6% | – | – | History |
| ACNAccenture plc | Stock | 43,400 | $15.2M | 1.5% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 92,453 | $14.5M | 1.4% | – | – | History |
| MAMastercard Inc | Stock | 33,110 | $14.1M | 1.4% | – | – | History |
| JNJJohnson & Johnson | Stock | 89,220 | $14.0M | 1.4% | – | – | History |
| iShares Tr464287721 | U.S. TECH ETF | 107,501 | $13.2M | 1.3% | – | – | – |
| XPOXPO, Inc. | COM | 145,954 | $12.8M | 1.2% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 22,817 | $12.1M | 1.2% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 105,021 | $11.5M | 1.1% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 33,738 | $11.4M | 1.1% | – | – | History |
| DOVDOVER Corp | COM | 73,934 | $11.4M | 1.1% | – | – | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 146,413 | $11.3M | 1.1% | – | – | – |
| MDLZMondelez International, Inc. | Stock | 153,565 | $11.2M | 1.1% | – | – | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 278,186 | $10.5M | 1.0% | – | – | – |
| BABoeing Co | Stock | 38,514 | $10.0M | 1.0% | – | – | History |
| PEPPepsiCo Inc | Stock | 57,623 | $9.86M | 1.0% | – | – | History |
| SBUXStarbucks Corp | Stock | 94,146 | $9.04M | 0.9% | – | – | History |
| HDHome Depot, Inc. | Stock | 25,540 | $8.85M | 0.9% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 17,646 | $8.43M | 0.8% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 106,826 | $8.16M | 0.8% | – | – | – |
| TJXTJX Companies Inc | Stock | 86,774 | $8.14M | 0.8% | – | – | History |
| CBChubb Ltd | Stock | 35,649 | $8.09M | 0.8% | – | – | History |
| WMTWalmart Inc. | Stock | 46,680 | $7.39M | 0.7% | – | – | History |
| ABTAbbott Laboratories | Stock | 64,999 | $7.15M | 0.7% | – | – | History |
| CVXChevron Corp | Stock | 47,398 | $7.07M | 0.7% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 13,384 | $7.05M | 0.7% | – | – | History |
| EOGEOG Resources Inc | Stock | 57,396 | $6.94M | 0.7% | – | – | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 60,855 | $6.94M | 0.7% | – | – | – |
| ZTSZoetis Inc. | Stock | 35,111 | $6.93M | 0.7% | – | – | History |
| COFCapital One Financial Corp | Stock | 52,084 | $6.83M | 0.7% | – | – | History |
| WFCWells Fargo & Company | Stock | 137,294 | $6.76M | 0.7% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 18,943 | $6.76M | 0.7% | – | – | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 34,555 | $6.65M | 0.6% | – | – | – |
| GXOGXO Logistics, Inc. | Stock | 105,181 | $6.43M | 0.6% | – | – | History |
| YUMYum Brands Inc | Stock | 47,849 | $6.25M | 0.6% | – | – | History |
| LRCXLam Research Corp | COM | 7,958 | $6.25M | 0.6% | – | – | History |
| NVDANVIDIA Corp | Stock | 12,402 | $6.14M | 0.6% | – | – | History |
| CLColgate Palmolive Co | Stock | 75,954 | $6.05M | 0.6% | – | – | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 23,613 | $5.96M | 0.6% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 54,474 | $5.90M | 0.6% | – | – | – |
| CMECME Group Inc. | COM | 27,278 | $5.89M | 0.6% | – | – | History |
| PGProcter & Gamble Co | Stock | 39,664 | $5.81M | 0.6% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 114,628 | $5.79M | 0.6% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 8,458 | $5.71M | 0.6% | – | – | History |
| MARMarriott International Inc | Stock | 25,301 | $5.71M | 0.6% | – | – | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 77,049 | $5.42M | 0.5% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 45,995 | $5.13M | 0.5% | – | – | – |
| BLKBlackRock, Inc. | COM | 6,194 | $5.03M | 0.5% | – | – | History |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 155,797 | $4.91M | 0.5% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 93,905 | $4.82M | 0.5% | – | – | History |
| BXBlackstone Inc. | COM | 35,675 | $4.67M | 0.5% | – | – | History |
| MCDMcDonalds Corp | Stock | 15,449 | $4.58M | 0.4% | – | – | History |
| iShares Tr46434V803 | HDG MSCI EAFE | 139,723 | $4.40M | 0.4% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 18,368 | $4.36M | 0.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,004 | $4.30M | 0.4% | – | – | History |
| Atlantica Sustainable Infr PG0751N103 | SHS | 186,349 | $4.01M | 0.4% | – | – | – |
| LMTLockheed Martin Corp | Stock | 8,835 | $4.00M | 0.4% | – | – | History |
| ECLEcolab Inc. | Stock | 19,904 | $3.96M | 0.4% | – | – | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 48,727 | $3.86M | 0.4% | – | – | – |
| KOCoca Cola Co | Stock | 64,412 | $3.80M | 0.4% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 13,530 | $3.75M | 0.4% | – | – | – |
| CATCaterpillar Inc | Stock | 12,535 | $3.71M | 0.4% | – | – | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 27,073 | $3.69M | 0.4% | – | – | – |
| RTXRTX Corp | Stock | 42,837 | $3.60M | 0.4% | – | – | History |
| CRMSalesforce, Inc. | Stock | 13,629 | $3.59M | 0.3% | – | – | History |
| AESAES Corp | Stock | 181,803 | $3.50M | 0.3% | – | – | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 23,406 | $3.50M | 0.3% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 19,243 | $3.46M | 0.3% | – | – | – |
| ADIAnalog Devices Inc | Stock | 17,408 | $3.46M | 0.3% | – | – | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 17,938 | $3.21M | 0.3% | – | – | – |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 77,873 | $3.13M | 0.3% | – | – | History |
| BACBank of America Corp | Stock | 91,950 | $3.10M | 0.3% | – | – | History |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 42,175 | $3.06M | 0.3% | – | – | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 30,544 | $2.89M | 0.3% | – | – | – |
| PHParker-Hannifin Corp | Stock | 6,114 | $2.82M | 0.3% | – | – | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 19,308 | $2.80M | 0.3% | – | – | – |
| BALLBALL Corp | COM | 48,600 | $2.80M | 0.3% | – | – | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 33,305 | $2.79M | 0.3% | – | – | – |
| SLBSLB Limited | Stock | 52,492 | $2.75M | 0.3% | – | – | History |
| UNPUnion Pacific Corp | Stock | 11,043 | $2.71M | 0.3% | – | – | History |
| EPDEnterprise Products Partners L.P. | Stock | 101,730 | $2.68M | 0.3% | – | – | History |
| LHLabcorp Holdings Inc. | COM NEW | 11,592 | $2.63M | 0.3% | – | – | History |
| CHKPCheck Point Software Technologies Ltd | ORD | 16,923 | $2.59M | 0.3% | – | – | History |
| PFEPfizer Inc | Stock | 89,642 | $2.58M | 0.3% | – | – | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 64,239 | $2.58M | 0.3% | – | – | History |
| TWITitan International Inc | COM | 172,571 | $2.57M | 0.3% | – | – | History |
| AKAMAkamai Technologies Inc | COM | 20,930 | $2.48M | 0.2% | – | – | History |
| PNCPNC Financial Services Group, Inc. | Stock | 15,452 | $2.39M | 0.2% | – | – | History |
| LULUlululemon athletica inc. | Stock | 4,670 | $2.39M | 0.2% | – | – | History |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 31,899 | $2.30M | 0.2% | – | – | – |