TRITONPOINT WEALTH, LLC
269 holdingsFiling period: 2026-03-31Current AUM: $1.06Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 333.0K | $84.5M | $102.9M | 9.73% | -18,267 | 2026-03-31 |
| 2 | VUG | VANGUARD INDEX FDS | 93.4K | $40.8M | $47.7M | 4.51% | +2.6K | 2026-03-31 |
| 3 | GOOG | ALPHABET INC | 127.9K | $36.7M | $45.6M | 4.31% | -5,940 | 2026-03-31 |
| 4 | GOOGL | ALPHABET INC | 126.0K | $36.2M | $44.9M | 4.24% | -5,250 | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC | 160.4K | $33.4M | $43.6M | 4.12% | -4,089 | 2026-03-31 |
| 6 | JPM | JPMORGAN CHASE & CO | 83.7K | $24.6M | $29.4M | 2.79% | -2,014 | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 62.1K | $23.0M | $28.9M | 2.73% | -1,374 | 2026-03-31 |
| 8 | XPO | XPO INC | 95.2K | $18.5M | $19.1M | 1.81% | -2,332 | 2026-03-31 |
| 9 | IYW | ISHARES TR | 95.3K | $17.3M | $22.7M | 2.15% | -1,552 | 2026-03-31 |
| 10 | JNJ | JOHNSON & JOHNSON | 69.9K | $17.1M | $17.9M | 1.69% | -729 | 2026-03-31 |
| 11 | V | VISA INC | 52.1K | $15.8M | $19.1M | 1.80% | -1,163 | 2026-03-31 |
| 12 | VOO | VANGUARD INDEX FDS | 25.4K | $15.2M | $17.4M | 1.65% | -539 | 2026-03-31 |
| 13 | LRCX | LAM RESEARCH CORP | 67.5K | $14.4M | $19.8M | 1.87% | -4,727 | 2026-03-31 |
| 14 | WMT | WALMART INC | 114.9K | $14.3M | $12.8M | 1.21% | -2,225 | 2026-03-31 |
| 15 | DOV | DOVER CORP | 65.9K | $13.7M | $13.5M | 1.27% | -1,052 | 2026-03-31 |
| 16 | NVDA | NVIDIA CORPORATION | 76.9K | $13.4M | $15.4M | 1.46% | -253 | 2026-03-31 |
| 17 | MA | MASTERCARD INCORPORATED | 26.2K | $13.1M | $15.0M | 1.42% | -159 | 2026-03-31 |
| 18 | BNL | BROADSTONE NET LEASE INC | 690.3K | $12.8M | $15.0M | 1.42% | -45,315 | 2026-03-31 |
| 19 | ISRG | INTUITIVE SURGICAL INC | 27.3K | $12.6M | $9.7M | 0.91% | -536 | 2026-03-31 |
| 20 | TJX | TJX COS INC NEW | 76.6K | $12.2M | $12.1M | 1.14% | -822 | 2026-03-31 |
| 21 | DHR | DANAHER CORPORATION | 62.2K | $11.8M | $12.1M | 1.15% | -3,023 | 2026-03-31 |
| 22 | XLI | SELECT SECTOR SPDR TR | 70.3K | $11.4M | $12.6M | 1.20% | -223 | 2026-03-31 |
| 23 | TMO | THERMO FISHER SCIENTIFIC INC | 19.7K | $9.7M | $11.3M | 1.07% | -772 | 2026-03-31 |
| 24 | — | CHUBB LIMITED | 29.5K | $9.6M | $9.6M | 0.91% | -1,324 | 2026-03-31 |
| 25 | XLF | SELECT SECTOR SPDR TR | 189.1K | $9.3M | $10.8M | 1.02% | -2,252 | 2026-03-31 |
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