TRITONPOINT WEALTH, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TW TRITONPOINT WEALTH, LLC | Institutional Filer | ▼ 5.30% | $934.0M | 268 |
Current Portfolio Holdings
Showing all 268 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 333K | $84.5M | 9.05% |
| 2 | VUG | VANGUARD INDEX FDS | — | 93K | $40.8M | 4.37% |
| 3 | GOOG | Alphabet Inc. | Technology | 128K | $36.7M | 3.93% |
| 4 | GOOGL | Alphabet Inc. | Technology | 126K | $36.2M | 3.88% |
| 5 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 160K | $33.4M | 3.58% |
| 6 | JPM | JPMorgan Chase & Co. | Financial Services | 84K | $24.6M | 2.64% |
| 7 | MSFT | Microsoft Corporation | Technology | 62K | $23.0M | 2.46% |
| 8 | XPO | XPO Logistics, Inc. | Industrials | 95K | $18.5M | 1.98% |
| 9 | IYW | ISHARES TR | — | 95K | $17.3M | 1.85% |
| 10 | JNJ | Johnson & Johnson | Healthcare | 70K | $17.1M | 1.83% |
| 11 | V | Visa Inc. | Financial Services | 52K | $15.8M | 1.69% |
| 12 | VOO | VANGUARD INDEX FDS | — | 25K | $15.2M | 1.63% |
| 13 | LRCX | Lam Research Corporation | Technology | 67K | $14.4M | 1.55% |
| 14 | WMT | Walmart Inc. | Consumer Defensive | 115K | $14.3M | 1.53% |
| 15 | DOV | Dover Corporation | Industrials | 66K | $13.7M | 1.47% |
Showing 1 to 15 of 268 holdings