Portfolio (Quarterly)
Guide ↗
TRITONPOINT WEALTH, LLC
· CIK 0002008171| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | VONE | VANGUARD SCOTTSDALE FDS | — | 5,310 | $1.6M | 0.17% | SOLD |
| 2 | SO | SOUTHERN CO | Utilities | 6,971 | $608K | 0.06% | SOLD |
| 3 | INTU | INTUIT | Technology | 556 | $368K | 0.04% | SOLD |
| 4 | VDE | VANGUARD WORLD FD | — | 2,745 | $346K | 0.04% | SOLD |
| 5 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 3,048 | $291K | 0.03% | SOLD |
| 6 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 51 | $273K | 0.03% | SOLD |
| 7 | IVOV | VANGUARD ADMIRAL FDS INC | — | 2,592 | $262K | 0.03% | SOLD |
| 8 | OTIS | OTIS WORLDWIDE CORP | Industrials | 2,890 | $252K | 0.03% | SOLD |
| 9 | APP | APPLOVIN CORP | Technology | 368 | $248K | 0.03% | SOLD |
| 10 | SPGI | S&P GLOBAL INC | Financial Services | 464 | $243K | 0.03% | SOLD |
| 11 | APOS | APOLLO GLOBAL MGMT INC | Financial Services | 1,624 | $235K | 0.02% | SOLD |
| 12 | CVS | CVS HEALTH CORP | Healthcare | 2,901 | $230K | 0.02% | SOLD |
| 13 | FE | FIRSTENERGY CORP | Utilities | 5,133 | $230K | 0.02% | SOLD |
| 14 | CEG | CONSTELLATION ENERGY CORP | Utilities | 649 | $229K | 0.02% | SOLD |
| 15 | DAL | DELTA AIR LINES INC DEL | Industrials | 3,144 | $218K | 0.02% | SOLD |
| 16 | BXSL | BLACKSTONE SECD LENDING FD | Financial Services | 8,000 | $217K | 0.02% | SOLD |
| 17 | FRPT | FRESHPET INC | Consumer Defensive | 3,550 | $216K | 0.02% | SOLD |
| 18 | — | IQVIA HLDGS INC | — | 940 | $212K | 0.02% | SOLD |
| 19 | ZS | ZSCALER INC | Technology | 925 | $208K | 0.02% | SOLD |
| 20 | — | COOPER COS INC | — | 2,477 | $203K | 0.02% | SOLD |
Sector Allocation
Technology
23.2%
Financial Services
16.0%
Industrials
12.5%
Healthcare
11.5%
Communication Services
11.1%
Consumer Cyclical
10.5%
Consumer Defensive
6.7%
Energy
3.6%
Utilities
2.0%
Real Estate
2.0%