Holdings of TRITONPOINT WEALTH, LLC

Name: Holdings of TRITONPOINT WEALTH, LLC
Creator: Titelia

251 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 36.6 % of the equity sleeve

Sector breakdown

Technology 17.9 %
Financials 11.1 %
Industrials 9.2 %
Communication 8.8 %
Health care 8.7 %
Consumer discretionary 8.1 %
Funds 5.5 %
Consumer staples 5.4 %
Energy 1.3 %
Materials 0.5 %
Real estate 0.1 %
Utilities 0.1 %
Unattributed 23.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 99.9 %
DE 0.0 %
GB 0.0 %
TW 0.0 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	248	905.8M $	99.88 %
2	DE	1	448.9K $	0.05 %
3	GB	1	380.5K $	0.04 %
4	TW	1	243.1K $	0.03 %

Positions

Rank	Company	Shares	Value
1	Apple Inc	332,956	84.5M $
2	Vanguard Growth ETF	93,384	40.8M $
3	Alphabet Inc	127,874	36.7M $
4	Alphabet Inc	126,011	36.2M $
5	Amazon.com Inc	160,420	33.4M $
6	JPMorgan Chase & Co	83,716	24.6M $
7	Microsoft Corp	62,116	23M $
8	XPO Inc	95,172	18.5M $
9	iShares U.S. Technology ETF	95,326	17.3M $
10	Johnson & Johnson	69,859	17.1M $
11	Visa Inc	52,129	15.8M $
12	Vanguard S&P 500 ETF	25,409	15.2M $
13	Lam Research Corp	67,468	14.4M $
14	Walmart Inc	114,932	14.3M $
15	Dover Corp	65,884	13.7M $
16	NVIDIA Corp	76,926	13.4M $
17	Mastercard Inc	26,160	13.1M $
18	Broadstone Net Lease Inc	690,311	12.8M $
19	Intuitive Surgical Inc	27,344	12.6M $
20	TJX Cos Inc/The	76,621	12.2M $
21	Danaher Corp	62,163	11.8M $
22	Select Sector Spdr Trust	70,320	11.4M $
23	Thermo Fisher Scientific Inc	19,705	9.7M $
24	Select Sector Spdr Trust	189,103	9.3M $
25	Chevron Corp	43,343	9M $
26	SELECT SECTOR SPDR TRUST (THE)	65,840	8.8M $
27	Wells Fargo & Co	108,531	8.6M $
28	Mondelez International Inc	142,572	8.3M $
29	Boeing Co/The	40,826	8.1M $
30	PepsiCo Inc	49,772	7.7M $
31	Merck & Co Inc	59,731	7.2M $
32	Caterpillar Inc	9,953	7.1M $
33	Yum! Brands Inc	44,696	6.9M $
34	Vanguard High Dividend Yield E	46,554	6.9M $
35	State Street Health Care Select Sector SPDR ETF	46,124	6.8M $
36	Analog Devices Inc	21,008	6.7M $
37	QXO Inc	342,777	6.7M $
38	Berkshire Hathaway Inc	13,334	6.4M $
39	CME Group Inc	21,062	6.2M $
40	EOG Resources Inc	42,708	6.2M $
41	RTX Corp	31,470	6.1M $
42	iShares Russell 2000 Growth ETF	18,215	5.7M $
43	Starbucks Corp	62,737	5.6M $
44	Abbott Laboratories	53,044	5.4M $
45	Costco Wholesale Corp	5,227	5.2M $
46	iShares S&P Mid-Cap 400 Growth ETF	49,994	5M $
47	Capital One Financial Corp	27,459	5M $
48	Vanguard Bond Index Funds	63,350	4.9M $
49	GE Vernova Inc	5,358	4.7M $
50	Ecolab Inc	17,287	4.6M $
51	L3Harris Technologies Inc	13,117	4.5M $
52	Colgate-Palmolive Co	51,758	4.4M $
53	SELECT SECTOR SPDR TRUST (THE)	39,765	4.4M $
54	Blackrock Inc	4,530	4.4M $
55	Home Depot Inc/The	13,156	4.3M $
56	Lockheed Martin Corp	7,148	4.3M $
57	JPMORGAN TRUST I	121,131	4.1M $
58	AES Corp/The	284,650	4M $
59	iShares Core S&P Small-Cap ETF	31,384	3.9M $
60	Coca-Cola Co/The	49,589	3.8M $
61	Procter & Gamble Co/The	26,239	3.8M $
62	Parker-Hannifin Corp	4,152	3.7M $
63	Select Sector Spdr Trust	33,261	3.6M $
64	Enterprise Products Partners LP	93,967	3.6M $
65	Blackstone Inc	29,653	3.4M $
66	Meta Platforms Inc	5,853	3.3M $
67	Marriott International Inc/MD	10,233	3.3M $
68	Vanguard Small-Cap ETF	12,717	3.3M $
69	Eli Lilly & Co	3,595	3.3M $
70	Oracle Corp	21,473	3.2M $
71	Bank of America Corp	64,492	3.1M $
72	Vanguard Mid-Cap ETF	10,554	3M $
73	Vanguard Index Funds	16,051	3M $
74	McDonald's Corp.	9,151	2.8M $
75	Labcorp Holdings Inc	10,533	2.8M $
76	UnitedHealth Group Inc	10,365	2.8M $
77	PNC Financial Services Group Inc/The	13,298	2.8M $
78	Broadcom Inc	8,630	2.7M $
79	AbbVie Inc	11,376	2.5M $
80	ServiceNow Inc	23,188	2.4M $
81	Ball Corp	40,814	2.4M $
82	Snowflake Inc	15,729	2.4M $
83	Invesco QQQ Trust Series 1	4,044	2.3M $
84	Union Pacific Corp	9,404	2.3M $
85	State Street SPDR S&P 500 ETF Trust	3,451	2.3M $
86	Vanguard Mid-Cap Growth ETF	8,433	2.2M $
87	Select Sector Spdr Trust	26,442	2.2M $
88	Generac Holdings Inc	10,975	2.1M $
89	Vanguard Information Technology ETF	3,052	2.1M $
90	Vanguard Short-term Bond Etf	25,639	2M $
91	Tesla Inc	5,294	2M $
92	iShares Trust	19,986	1.9M $
93	Vanguard Value ETF	9,774	1.9M $
94	Exxon Mobil Corp	11,082	1.9M $
95	iShares Trust	16,367	1.9M $
96	iShares Core S&P 500 ETF	2,493	1.6M $
97	Vanguard Index Funds	7,399	1.6M $
98	Schwab U.S. Large-Cap ETF	60,465	1.6M $
99	Vanguard Index Funds	4,989	1.5M $
100	Palo Alto Networks Inc	9,323	1.5M $