Portfolio (Quarterly)
Guide ↗
TRITONPOINT WEALTH, LLC
· CIK 0002008171| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | IVW | ISHARES TR | — | 13,455.0 | $1.7M | 0.17% | NEW | — | $123.26 | +13.2% |
| 102 | SCHX | SCHWAB STRATEGIC TR | — | 60,990.0 | $1.6M | 0.17% | NEW | — | $26.91 | +10.3% |
| 103 | VONE | VANGUARD SCOTTSDALE FDS | — | 5,310.0 | $1.6M | 0.17% | NEW | — | $309.06 | +10.2% |
| 104 | PANW | PALO ALTO NETWORKS INC | Technology | 8,586.0 | $1.6M | 0.16% | NEW | — | $184.20 | +39.9% |
| 105 | GNRC | GENERAC HLDGS INC | Industrials | 11,278.0 | $1.5M | 0.16% | NEW | — | $136.37 | +106.7% |
| 106 | VBK | VANGUARD INDEX FDS | — | 5,040.0 | $1.5M | 0.15% | NEW | — | $302.10 | +17.7% |
| 107 | NFLX | NETFLIX INC | Communication Services | 16,101.0 | $1.5M | 0.15% | NEW | — | $93.76 | -8.1% |
| 108 | DPZ | DOMINOS PIZZA INC | Consumer Cyclical | 3,592.0 | $1.5M | 0.15% | NEW | — | $416.82 | -25.1% |
| 109 | VIGI | VANGUARD WHITEHALL FDS | — | 15,770.0 | $1.4M | 0.15% | NEW | — | $91.45 | +2.7% |
| 110 | GXO | GXO LOGISTICS INCORPORATED | Industrials | 25,993.0 | $1.4M | 0.14% | NEW | — | $52.64 | -3.4% |
| 111 | XOM | EXXON MOBIL CORP | Energy | 10,683.0 | $1.3M | 0.13% | NEW | — | $120.34 | +22.3% |
| 112 | IJH | ISHARES TR | — | 19,264.0 | $1.3M | 0.13% | NEW | — | $66.02 | +12.9% |
| 113 | EMR | EMERSON ELEC CO | Industrials | 9,405.0 | $1.2M | 0.13% | NEW | — | $132.72 | +6.5% |
| 114 | HON | HONEYWELL INTL INC | Industrials | 6,319.0 | $1.2M | 0.12% | NEW | — | $195.09 | +19.1% |
| 115 | ZTS | ZOETIS INC | Healthcare | 9,382.0 | $1.2M | 0.12% | NEW | — | $125.82 | -37.5% |
| 116 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 4,445.0 | $1.2M | 0.12% | NEW | — | $258.91 | -15.2% |
| 117 | IYJ | ISHARES TR | — | 7,605.0 | $1.1M | 0.11% | NEW | — | $148.20 | +6.6% |
| 118 | DIS | DISNEY WALT CO | Communication Services | 9,785.0 | $1.1M | 0.11% | NEW | — | $114.52 | -9.6% |
| 119 | UPS | UNITED PARCEL SERVICE INC | Industrials | 11,245.0 | $1.1M | 0.11% | NEW | — | $99.19 | +7.3% |
| 120 | JEPI | J P MORGAN EXCHANGE TRADED | — | 19,067.0 | $1.1M | 0.11% | NEW | — | $57.67 | -2.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
24.7%
Financial Services
17.2%
Communication Services
11.9%
Healthcare
11.9%
Consumer Cyclical
10.6%
Industrials
10.6%
Consumer Defensive
5.9%
Energy
2.6%
Real Estate
1.9%
Utilities
1.8%