Tripletail Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TW Tripletail Wealth Management, LLC | Institutional Filer | ▼ 7.09% | $73.4M | 255 |
Current Portfolio Holdings
Showing all 255 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | JBTM | JBT Marel Corporation | Industrials | 115K | $14.3M | 19.56% |
| 2 | NVDA | NVIDIA Corporation | Technology | 23K | $4.1M | 5.65% |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | — | 12K | $2.3M | 3.11% |
| 4 | AAPL | Apple Inc. | Technology | 8K | $2.2M | 2.96% |
| 5 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 8K | $1.7M | 2.28% |
| 6 | MSFT | Microsoft Corporation | Technology | 4K | $1.6M | 2.23% |
| 7 | PULS | PGIM ETF TR | — | 31K | $1.5M | 2.10% |
| 8 | QDPL | PACER FDS TR | — | 34K | $1.4M | 1.89% |
| 9 | IVW | ISHARES TR | — | 12K | $1.4M | 1.87% |
| 10 | JPM | JPMorgan Chase & Co. | Financial Services | 4K | $1.3M | 1.71% |
| 11 | ANET | Arista Networks, Inc. | Technology | 9K | $1.2M | 1.61% |
| 12 | GOOGL | Alphabet Inc. | Technology | 4K | $1.2M | 1.61% |
| 13 | COWZ | PACER FDS TR | — | 19K | $1.2M | 1.60% |
| 14 | AVGO | Broadcom Inc. | Technology | 4K | $1.2M | 1.57% |
| 15 | VRT | Vertiv Holdings Co | Industrials | 4K | $1.1M | 1.51% |
Showing 1 to 15 of 255 holdings