Tritonpoint Wealth, LLC Top Holdings and 13F Report (2024) → Biden to Drop BOMBSHELL June 13th? (From Paradigm Press) (Ad) About Tritonpoint Wealth, LLCInvestment ActivityTritonpoint Wealth, LLC has $956.72 million in total holdings as of March 31, 2024.Tritonpoint Wealth, LLC owns shares of 304 different stocks, but just 81 companies or ETFs make up 80% of its holdings.Approximately 3.02% of the portfolio was purchased this quarter.About 18.61% of the portfolio was sold this quarter.This quarter, Tritonpoint Wealth, LLC has purchased 326 new stocks and bought additional shares in 101 stocks.Tritonpoint Wealth, LLC sold shares of 184 stocks and completely divested from 23 stocks this quarter.Largest Holdings Apple $78,520,847Vanguard S&P 500 ETF $38,466,463Broadstone Net Lease $28,125,308Microsoft $26,859,789Amazon.com $26,132,920 Largest New Holdings this Quarter Immix Biopharma $169,720 Holding Largest Purchases this Quarter Walmart 97,900 shares (about $4.87M)Boeing 23,607 shares (about $3.54M)iShares Core S&P 500 ETF 5,652 shares (about $1.95M)iShares Core S&P Mid-Cap ETF 29,525 shares (about $1.70M)Health Care Select Sector SPDR Fund 15,534 shares (about $1.31M) Largest Sales this Quarter Vanguard S&P 500 ETF 43,887 shares (about $38.09M)Vanguard Short-Term Bond ETF 104,426 shares (about $28.02M)VERALTO CORP 11,638 shares (about $13.12M)Corteva 23,209 shares (about $9.42M)Vanguard Intermediate-Term Bond ETF 51,336 shares (about $7.54M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTritonpoint Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$78,520,847$5,172,331 ▼-6.2%405,5748.2%Computer and TechnologyVOOVanguard S&P 500 ETF$38,466,463$38,085,495 ▼-49.8%44,3264.0%ETFBNLBroadstone Net Lease$28,125,308$1,361,930 ▼-4.6%1,611,3822.9%FinanceMSFTMicrosoft$26,859,789$3,003,911 ▼-10.1%74,4212.8%Computer and TechnologyAMZNAmazon.com$26,132,920$1,081,948 ▼-4.0%178,0362.7%Retail/WholesaleGOOGLAlphabet$21,685,057$461,228 ▼-2.1%159,9952.3%Computer and TechnologyGOOGAlphabet$21,243,788$1,184,344 ▼-5.3%149,6142.2%Computer and TechnologyVUGVanguard Growth ETF$19,576,546$406,088 ▲2.1%66,6232.0%ETFDHRDanaher$17,944,659$359,838 ▼-2.0%79,7901.9%Multi-Sector ConglomeratesJPMJPMorgan Chase & Co.$15,825,668$598,938 ▼-3.6%96,9721.7%FinanceVVisa$15,248,464$159,693 ▼-1.0%61,8751.6%Business ServicesACNAccenture$14,512,583$175,992 ▼-1.2%42,8801.5%Business ServicesUPSUnited Parcel Service$14,200,385$186,741 ▲1.3%93,6851.5%TransportationMAMastercard$13,470,731$762,608 ▼-5.4%31,3361.4%Business ServicesJNJJohnson & Johnson$13,455,085$269,194 ▼-2.0%87,4701.4%MedicalIYWiShares U.S. Technology ETF$13,086,056$888,538 ▲7.3%115,3321.4%ManufacturingXPOXPO$11,992,648$850,841 ▼-6.6%136,2851.3%TransportationTMOThermo Fisher Scientific$11,717,515$694,097 ▼-5.6%21,5411.2%MedicalBSVVanguard Short-Term Bond ETF$11,265,466$28,018,376 ▼-71.3%41,9871.2%ETFMRKMerck & Co., Inc.$11,022,271$199,309 ▲1.8%106,9551.2%MedicalDOVDover$10,875,444$24,949 ▲0.2%74,1041.1%Industrial ProductsMDLZMondelez International$10,733,779$29,485 ▲0.3%153,9881.1%Consumer StaplesISRGIntuitive Surgical$10,346,494$794,512 ▼-7.1%31,3321.1%MedicalPEPPepsiCo$9,409,760$167,536 ▼-1.7%56,6151.0%Consumer StaplesXLFFinancial Select Sector SPDR Fund$9,327,066$851,221 ▼-8.4%254,9211.0%ETFBABoeing$9,323,540$3,543,098 ▲61.3%62,1211.0%AerospaceSBUXStarbucks$8,356,269$750,006 ▼-8.2%86,3920.9%Retail/WholesaleBIVVanguard Intermediate-Term Bond ETF$8,153,420$7,543,052 ▼-48.1%55,4900.9%ETFIVViShares Core S&P 500 ETF$8,031,233$1,948,344 ▲32.0%23,2980.8%ETFHDHome Depot$7,927,003$525,554 ▼-6.2%23,9520.8%Retail/WholesaleCBChubb$7,456,204$285,349 ▼-3.7%34,3350.8%FinanceTJXTJX Companies$7,406,300$118,279 ▼-1.6%85,4100.8%Retail/WholesaleWMTWalmart$7,189,107$4,867,987 ▲209.7%144,5800.8%Retail/WholesaleXLIIndustrial Select Sector SPDR Fund$6,938,343$417,171 ▲6.4%64,7480.7%ETFEOGEOG Resources$6,702,202$581,117 ▲9.5%62,8450.7%Oils/EnergyXLKTechnology Select Sector SPDR Fund$6,554,906$875,817 ▲15.4%39,8840.7%ETFZTSZoetis$6,503,518$225,178 ▼-3.3%33,9360.7%MedicalABTAbbott Laboratories$6,500,502$699,766 ▼-9.7%58,6820.7%MedicalBRK.BBerkshire Hathaway$6,486,575$147,080 ▼-2.2%18,5230.7%FinanceCVXChevron$6,467,260$79,420 ▼-1.2%46,8230.7%Oils/EnergyWFCWells Fargo & Company$6,332,645$123,554 ▲2.0%140,0260.7%FinanceYUMYum! Brands$6,199,817$20,410 ▼-0.3%47,6920.6%Retail/WholesaleCOFCapital One Financial$6,149,723$354,403 ▼-5.4%49,2460.6%FinanceGXOGXO Logistics$6,116,917$628,205 ▼-9.3%95,3850.6%TransportationUNHUnitedHealth Group$5,978,414$411,547 ▼-6.4%12,5220.6%MedicalIWOiShares Russell 2000 Growth ETF$5,839,650$173,417 ▼-2.9%22,9320.6%ETFLRCXLam Research$5,808,543$50,061 ▼-0.9%7,8900.6%Computer and TechnologyCLColgate-Palmolive$5,780,062$870,731 ▼-13.1%66,0100.6%Consumer StaplesMARMarriott International$5,574,156$1,258,488 ▲29.2%32,6790.6%Consumer DiscretionaryCMECME Group$5,539,527$365,405 ▼-6.2%25,5900.6%FinanceCSCOCisco Systems$5,526,452$334,198 ▲6.4%122,0060.6%Computer and TechnologyPGProcter & Gamble$5,414,819$352,767 ▼-6.1%37,2380.6%Consumer StaplesIEFAiShares Core MSCI EAFE ETF$5,414,355$1,113,804 ▲25.9%97,0040.6%ETFIJRiShares Core S&P Small-Cap ETF$5,229,299$1,367,909 ▼-20.7%43,1790.5%ETFVYMVanguard High Dividend Yield ETF$5,132,189$2,233 ▼0.0%45,9750.5%ETFNVDANVIDIA$5,008,413$967,567 ▼-16.2%10,3940.5%Computer and TechnologyBLKBlackRock$4,753,901$343,150 ▼-6.7%5,7770.5%FinanceBIPBrookfield Infrastructure Partners$4,694,246$167,140 ▲3.7%161,5490.5%FinanceCOSTCostco Wholesale$4,642,570$722,488 ▼-13.5%7,3190.5%Retail/WholesaleHEFAiShares Currency Hedged MSCI EAFE ETF$4,396,748$36,976 ▲0.8%140,9080.5%ETFSPYSPDR S&P 500 ETF Trust$4,296,854$91,132 ▼-2.1%8,8170.4%FinanceBMYBristol-Myers Squibb$4,237,102$1,926,212 ▼-31.3%64,5570.4%MedicalBXBlackstone$4,141,523$271,788 ▼-6.2%33,4780.4%FinanceLMTLockheed Martin$3,954,057$100,033 ▼-2.5%8,6170.4%AerospaceAYAtlantica Sustainable Infrastructure$3,875,139$204,091 ▲5.6%196,7090.4%Oils/EnergyECLEcolab$3,845,792$72,644 ▼-1.9%19,5350.4%Basic MaterialsIJKiShares S&P Mid-Cap 400 Growth ETF$3,670,421$152,618 ▲4.3%50,8410.4%ETFKOCoca-Cola$3,613,535$496,203 ▼-12.1%56,6350.4%Consumer StaplesXLVHealth Care Select Sector SPDR Fund$3,595,795$1,310,984 ▲57.4%42,6070.4%ETFRTXRTX$3,499,289$99,296 ▼-2.8%41,6550.4%AerospaceVTVVanguard Value ETF$3,496,182$1,332,498 ▼-27.6%16,9470.4%ETFVBRVanguard Small-Cap Value ETF$3,461,930$1,080,407 ▼-23.8%14,6660.4%ETFAESAES$3,397,086$322,183 ▲10.5%200,8520.4%UtilitiesCATCaterpillar$3,234,334$556,090 ▼-14.7%10,6960.3%Industrial ProductsADIAnalog Devices$3,219,750$186,281 ▲6.1%18,4770.3%Computer and TechnologyMCDMcDonald's$3,146,987$1,438,300 ▼-31.4%10,6030.3%Retail/WholesaleBAMBrookfield Asset Management$3,038,378$12,473 ▲0.4%78,1940.3%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$2,990,240$149,346 ▲5.3%18,8810.3%FinanceBACBank of America$2,947,411$257,698 ▼-8.0%84,5570.3%FinanceXLCCommunication Services Select Sector SPDR Fund$2,921,659$179,881 ▲6.6%44,9420.3%ETFJNKSPDR Bloomberg High Yield Bond ETF$2,887,681$4,479,620 ▼-60.8%11,9720.3%FinanceXLEEnergy Select Sector SPDR Fund$2,792,291$223,448 ▲8.7%36,2020.3%ETFBALLBall$2,748,536$46,059 ▼-1.6%47,7990.3%Industrial ProductsSLBSchlumberger$2,731,287$13,925 ▲0.5%52,7610.3%Oils/EnergyVOEVanguard Mid-Cap Value ETF$2,727,312$341,424 ▲14.3%22,0710.3%ETFEPDEnterprise Products Partners$2,680,586$237,905 ▲9.7%111,6380.3%Oils/EnergyLHLaboratory Co. of America$2,632,018$2,495 ▲0.1%11,6030.3%MedicalPHParker-Hannifin$2,620,922$232,411 ▼-8.1%5,6160.3%Industrial ProductsTWITitan International$2,567,8560.0%172,5710.3%Industrial ProductsCHKPCheck Point Software Technologies$2,524,549$154,845 ▼-5.8%15,9450.3%Computer and TechnologyUNPUnion Pacific$2,505,324$117,073 ▼-4.5%10,5500.3%TransportationIJHiShares Core S&P Mid-Cap ETF$2,472,178$1,695,298 ▲218.2%43,0550.3%ETFVTIVanguard Total Stock Market ETF$2,457,836$54,576 ▼-2.2%17,9690.3%ETFAKAMAkamai Technologies$2,349,248$49,394 ▼-2.1%20,4990.2%Computer and TechnologyPNCThe PNC Financial Services Group$2,343,500$64,517 ▼-2.7%15,0380.2%FinanceLULULululemon Athletica$2,300,805$66,503 ▲3.0%4,8090.2%Consumer DiscretionaryBNBrookfield$2,220,802$409,932 ▼-15.6%54,2290.2%FinancePFEPfizer$2,214,322$1,651,158 ▼-42.7%51,3510.2%MedicalXLPConsumer Staples Select Sector SPDR Fund$2,211,249$131,994 ▲6.3%33,9240.2%ETFVOTVanguard Mid-Cap Growth ETF$2,092,824$307,564 ▲17.2%11,1730.2%ETFShowing largest 100 holdings. 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