TRITONPOINT WEALTH, LLC Portfolio Holdings
Q3 2025•348 long positions•$1.2B portfolio value
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Holding356 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $99.5M 8.56% | +$1.9M Bought | 0.003% 390.7K shares | 383.2K → 390.7K +$1.9M | +1.96% | $3.78T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $44.3M 3.82% | +$1.0M Bought | — 92.3K shares | 90.2K → 92.3K +$1.0M | +2.38% | — — | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $42.7M 3.67% | -$78.7K Sold | 0.001% 82.4K shares | 82.6K → 82.4K −$78.7K | -0.18% | $3.85T Mega Cap | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $38.6M 3.32% | +$157.9K Bought | 0.002% 175.8K shares | 175.1K → 175.8K +$157.9K | +0.41% | $2.34T Mega Cap | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $37.0M 3.18% | -$389.0K Sold | 0.001% 152.1K shares | 153.7K → 152.1K −$389.0K | -1.04% | $2.95T Mega Cap | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $33.7M 2.9% | -$227.0K Sold | 0.001% 138.5K shares | 139.4K → 138.5K −$227.0K | -0.67% | $2.95T Mega Cap | Q4 2023 Held for 1y 11m | |
Banks - Diversified Financial Services | $29.7M 2.56% | -$544.8K Sold | 0.003% 94.2K shares | 96.0K → 94.2K −$544.8K | -1.8% | $867.35B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $24.9M 2.15% | -$30.1K Sold | — 40.6K shares | 40.7K → 40.6K −$30.1K | -0.12% | — — | Q4 2023 Held for 1y 11m | |
Financial - Credit Services Financial Services | $21.1M 1.82% | +$86.0K Bought | 0.003% 61.8K shares | 61.6K → 61.8K +$86.0K | +0.41% | $662.60B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $20.8M 1.79% | -$236.6K Sold | — 106.2K shares | 107.4K → 106.2K −$236.6K | -1.13% | — — | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $17.2M 1.48% | -$55.2K Sold | 0.0% 92.4K shares | 92.7K → 92.4K −$55.2K | -0.32% | $4.54T Mega Cap | Q4 2023 Held for 1y 11m | |
Financial - Credit Services Financial Services | $16.4M 1.42% | -$368.6K Sold | 0.003% 28.9K shares | 29.6K → 28.9K −$368.6K | -2.19% | $514.21B Mega Cap | Q4 2023 Held for 1y 11m | |
REIT - Diversified Real Estate | $15.3M 1.31% | +$768.7K Bought | 0.444% 840.5K shares | 798.2K → 840.5K +$768.7K | +5.3% | $3.4B Mid Cap | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $14.8M 1.28% | -$207.9K Sold | 0.003% 80.1K shares | 81.2K → 80.1K −$207.9K | -1.38% | $446.55B Mega Cap | Q4 2023 Held for 1y 11m | |
Medical - Diagnostics & Research Healthcare | $14.7M 1.27% | -$53.6K Sold | 0.01% 74.1K shares | 74.3K → 74.1K −$53.6K | -0.36% | $141.96B Large Cap | Q4 2023 Held for 1y 11m | |
Discount Stores Consumer Defensive | $14.5M 1.25% | +$65.9K Bought | 0.002% 140.7K shares | 140.0K → 140.7K +$65.9K | +0.46% | $821.68B Mega Cap | Q4 2023 Held for 1y 11m | |
Medical - Instruments & Supplies Healthcare | $13.1M 1.12% | +$19.7K Bought | 0.008% 29.2K shares | 29.2K → 29.2K +$19.7K | +0.15% | $160.32B Large Cap | Q4 2023 Held for 1y 11m | |
Integrated Freight & Logistics Industrials | $12.7M 1.1% | +$46.3K Bought | 0.084% 98.5K shares | 98.2K → 98.5K +$46.3K | +0.36% | $15.2B Large Cap | Q4 2023 Held for 1y 11m | |
Apparel - Retail Consumer Cyclical | $12.4M 1.07% | +$77.6K Bought | 0.008% 85.8K shares | 85.3K → 85.8K +$77.6K | +0.63% | $160.86B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $12.3M 1.06% | -$368.1K Sold | — 18.4K shares | 18.9K → 18.4K −$368.1K | -2.91% | — — | Q4 2023 Held for 1y 11m | |
Industrial - Machinery Industrials | $12.3M 1.06% | +$3.2K Bought | 0.054% 73.6K shares | 73.5K → 73.6K +$3.2K | +0.03% | $22.9B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $11.8M 1.02% | -$100.3K Sold | — 219.9K shares | 221.8K → 219.9K −$100.3K | -0.84% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $11.1M 0.959% | -$98.9K Sold | — 72.3K shares | 72.9K → 72.3K −$98.9K | -0.88% | — — | Q4 2023 Held for 1y 11m | |
Banks - Diversified Financial Services | $11.0M 0.943% | -$321.7K Sold | 0.004% 130.7K shares | 134.5K → 130.7K −$321.7K | -2.85% | $268.51B Mega Cap | Q4 2023 Held for 1y 11m | |
Food Confectioners Consumer Defensive | $10.4M 0.897% | +$166.6K Bought | 0.013% 165.6K shares | 163.0K → 165.6K +$166.6K | +1.62% | $80.8B Large Cap | Q4 2023 Held for 1y 11m | |
Aerospace & Defense Industrials | $10.2M 0.876% | +$16.8K Bought | 0.006% 47.2K shares | 47.1K → 47.2K +$16.8K | +0.17% | $163.20B Large Cap | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $10.1M 0.871% | -$93.9K Sold | 0.006% 75.5K shares | 76.2K → 75.5K −$93.9K | -0.92% | $168.85B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $10.1M 0.865% | +$16.9K Bought | — 35.7K shares | 35.6K → 35.7K +$16.9K | +0.17% | — — | Q4 2023 Held for 1y 11m | |
Medical - Diagnostics & Research Healthcare | $10.0M 0.857% | +$16.0K Bought | 0.005% 20.5K shares | 20.5K → 20.5K +$16.0K | +0.16% | $183.15B Large Cap | Q4 2023 Held for 1y 11m | |
Insurance - Property & Casualty Financial Services | $9.7M 0.831% | +$259.1K Bought | 0.009% 34.1K shares | 33.2K → 34.1K +$259.1K | +2.76% | $112.53B Large Cap | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $9.4M 0.806% | -$3.2M Sold | 0.001% 33.3K shares | 44.7K → 33.3K −$3.2M | -25.49% | $801.76B Mega Cap | Q4 2023 Held for 1y 11m | |
Insurance - Diversified Financial Services | $8.7M 0.748% | +$729.5K Bought | 0.001% 17.3K shares | 15.8K → 17.3K +$729.5K | +9.16% | $1.08T Mega Cap | Q4 2023 Held for 1y 11m | |
Home Improvement Consumer Cyclical | $8.0M 0.689% | +$67.3K Bought | 0.002% 19.8K shares | 19.6K → 19.8K +$67.3K | +0.85% | $403.32B Mega Cap | Q4 2023 Held for 1y 11m | |
Oil & Gas Integrated Energy | $7.9M 0.681% | +$195.4K Bought | 0.003% 50.9K shares | 49.7K → 50.9K +$195.4K | +2.53% | $312.88B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.6M 0.657% | -$508.1K Sold | — 73.1K shares | 77.9K → 73.1K −$508.1K | -6.24% | — — | Q2 2024 Held for 1y 5m | |
Medical - Devices Healthcare | $7.5M 0.646% | -$410.7K Sold | 0.003% 56.0K shares | 59.1K → 56.0K −$410.7K | -5.19% | $233.12B Mega Cap | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $7.3M 0.629% | -$619.1K Sold | 0.003% 86.2K shares | 93.5K → 86.2K −$619.1K | -7.81% | $209.64B Mega Cap | Q4 2023 Held for 1y 11m | |
Beverages - Non-Alcoholic Consumer Defensive | $7.2M 0.619% | -$122.6K Sold | 0.004% 51.2K shares | 52.1K → 51.2K −$122.6K | -1.68% | $192.27B Large Cap | Q4 2023 Held for 1y 11m | |
Restaurants Consumer Cyclical | $7.0M 0.605% | +$11.9K Bought | 0.017% 46.3K shares | 46.2K → 46.3K +$11.9K | +0.17% | $42.2B Large Cap | Q4 2023 Held for 1y 11m | |
Asset Management Financial Services | $6.7M 0.572% | +$448.9K Bought | 0.004% 5.7K shares | 5.3K → 5.7K +$448.9K | +7.24% | $180.54B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $6.6M 0.571% | -$826.7K Sold | — 47.6K shares | 53.6K → 47.6K −$826.7K | -11.09% | — — | Q4 2023 Held for 1y 11m | |
Financial - Credit Services Financial Services | $6.6M 0.565% | -$239.8K Sold | 0.005% 30.9K shares | 32.0K → 30.9K −$239.8K | -3.52% | $135.95B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $6.5M 0.555% | -$25.4K Sold | — 45.8K shares | 46.0K → 45.8K −$25.4K | -0.39% | — — | Q4 2023 Held for 1y 11m | |
Aerospace & Defense Industrials | $6.3M 0.543% | -$5.9K Sold | 0.003% 37.7K shares | 37.7K → 37.7K −$5.9K | -0.09% | $223.98B Mega Cap | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $6.3M 0.54% | +$1.5M Bought | 0.005% 25.5K shares | 19.4K → 25.5K +$1.5M | +31.87% | $120.87B Large Cap | Q4 2023 Held for 1y 11m | |
Restaurants Consumer Cyclical | $6.2M 0.538% | +$143.5K Bought | 0.006% 73.9K shares | 72.2K → 73.9K +$143.5K | +2.35% | $96.2B Large Cap | Q4 2023 Held for 1y 11m | |
Discount Stores Consumer Defensive | $6.2M 0.534% | +$75.9K Bought | 0.002% 6.7K shares | 6.6K → 6.7K +$75.9K | +1.24% | $410.27B Mega Cap | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $6.2M 0.534% | +$392.1K Bought | 0.0% 8.4K shares | 7.9K → 8.4K +$392.1K | +6.75% | $1.84T Mega Cap | Q4 2023 Held for 1y 11m | |
Financial - Data & Stock Exchanges Financial Services | $6.2M 0.531% | +$12.7K Bought | 0.006% 22.8K shares | 22.8K → 22.8K +$12.7K | +0.21% | $97.4B Large Cap | Q4 2023 Held for 1y 11m | |
Oil & Gas Exploration & Production Energy | $6.1M 0.525% | -$268.9K Sold | 0.01% 54.4K shares | 56.8K → 54.4K −$268.9K | -4.22% | $61.2B Large Cap | Q4 2023 Held for 1y 11m |
