TRITONPOINT WEALTH, LLC
Top Portfolio Positions
185 positions ·
$684,457,715 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
332,956 | $84,500,903 | 12.35% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
126,011 | $36,235,723 | 5.29% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
160,420 | $33,410,673 | 4.88% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
83,716 | $24,625,898 | 3.60% | |
| MSFT |
Microsoft Corp
Technology
|
62,116 | $22,993,479 | 3.36% | |
| XPO |
XPO, Inc.
Industrials
|
95,172 | $18,515,712 | 2.71% | |
| JNJ |
Johnson & Johnson
Healthcare
|
69,859 | $17,076,333 | 2.49% | |
| V |
Visa Inc.
Financial Services
|
52,129 | $15,755,468 | 2.30% | |
| LRCX |
Lam Research Corp
Technology
|
67,468 | $14,415,212 | 2.11% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
114,932 | $14,283,748 | 2.09% |
Portfolio Trend
Holdings in INTZ
Shares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $130,289 | 158,890 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $182,723 | 158,890 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $56,240 | 35,150 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $80,493 | 35,150 | Shares | Sole | 2025-07-17 | |
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