Portfolio (Quarterly)
Guide ↗
TRITONPOINT WEALTH, LLC
· CIK 0002008171| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | CATERPILLAR INC | — | 121,131 | $4.1M | 0.44% | SOLD |
| 2 | HON | HONEYWELL INTL INC | Industrials | 6,104 | $1.4M | 0.15% | SOLD |
| 3 | T | AT&T INC | Communication Services | 11,935 | $346K | 0.04% | SOLD |
| 4 | ADBE | ADOBE INC | Technology | 1,352 | $329K | 0.04% | SOLD |
| 5 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 10,121 | $324K | 0.04% | SOLD |
| 6 | CRM | SALESFORCE INC | Technology | 1,589 | $297K | 0.03% | SOLD |
| 7 | NEM | NEWMONT CORP | Basic Materials | 2,372 | $257K | 0.03% | SOLD |
| 8 | DUK | DUKE ENERGY CORP NEW | Utilities | 1,787 | $234K | 0.03% | SOLD |
| 9 | CMCSA | COMCAST CORP NEW | Communication Services | 7,829 | $225K | 0.02% | SOLD |
| 10 | HCA | HCA HEALTHCARE INC | Healthcare | 472 | $223K | 0.02% | SOLD |
| 11 | UBER | UBER TECHNOLOGIES INC | Technology | 2,979 | $214K | 0.02% | SOLD |
| 12 | Q | QNITY ELECTRONICS INC | Technology | 1,769 | $204K | 0.02% | SOLD |
| 13 | GOOD | GLADSTONE COMMERCIAL CORP | Real Estate | 13,535 | $155K | 0.02% | SOLD |
Sector Allocation
Technology
27.2%
Financial Services
14.9%
Industrials
12.6%
Communication Services
11.9%
Healthcare
10.4%
Consumer Cyclical
10.1%
Consumer Defensive
5.8%
Energy
2.5%
Utilities
2.0%
Real Estate
1.8%