TRITONPOINT WEALTH, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in TRITONPOINT WEALTH, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | AAPL | APPLE INC | 9.05% | 84.501 M $ | 332956 | 2023/12/31 | -6.347 M $ | -6.65 % |
| 2026/03/31 | VUG | VANGUARD INDEX FDS | 4.37% | 40.789 M $ | 93384 | 2023/12/31 | -4.636 M $ | -10.47 % |
| 2026/03/31 | GOOG | ALPHABET INC | 3.93% | 36.682 M $ | 127874 | 2023/12/31 | -3.605 M $ | -8.59 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 3.88% | 36.236 M $ | 126011 | 2023/12/31 | -3.339 M $ | -8.13 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 3.58% | 33.411 M $ | 160420 | 2023/12/31 | -3.710 M $ | -9.77 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 2.64% | 24.626 M $ | 83716 | 2023/12/31 | -2.406 M $ | -8.71 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 2.46% | 22.993 M $ | 62116 | 2023/12/31 | -7.203 M $ | -23.46 % |
| 2026/03/31 | XPO | XPO INC | 1.98% | 18.516 M $ | 95172 | 2023/12/31 | 5.718 M $ | 43.15 % |
| 2026/03/31 | IYW | ISHARES TR | 1.85% | 17.294 M $ | 95326 | 2023/12/31 | -1.769 M $ | -9.14 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 1.83% | 17.076 M $ | 69859 | 2023/12/31 | 2.646 M $ | 18.12 % |
| 2026/03/31 | V | VISA INC | 1.69% | 15.756 M $ | 52129 | 2023/12/31 | -2.583 M $ | -13.82 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 1.63% | 15.183 M $ | 25409 | 2023/12/31 | -767.541 K $ | -4.72 % |
| 2026/03/31 | LRCX | LAM RESEARCH CORP | 1.55% | 14.433 M $ | 67468 | 2024/12/31 | 3.067 M $ | 24.78 % |
| 2026/03/31 | WMT | WALMART INC | 1.53% | 14.312 M $ | 114932 | 2023/12/31 | 1.508 M $ | 11.53 % |
| 2026/03/31 | DOV | DOVER CORP | 1.47% | 13.733 M $ | 65884 | 2023/12/31 | 884.224 K $ | 6.77 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 1.44% | 13.417 M $ | 76926 | 2023/12/31 | -933.865 K $ | -6.49 % |
| 2026/03/31 | MA | MASTERCARD INCORPORATED | 1.40% | 13.071 M $ | 26160 | 2023/12/31 | -1.874 M $ | -12.48 % |
| 2026/03/31 | BNL | BROADSTONE NET LEASE INC | 1.37% | 12.814 M $ | 690311 | 2023/12/31 | 662.063 K $ | 5.10 % |
| 2026/03/31 | ISRG | INTUITIVE SURGICAL INC | 1.35% | 12.605 M $ | 27344 | 2023/12/31 | -2.938 M $ | -18.61 % |
| 2026/03/31 | TJX | TJX COS INC NEW | 1.31% | 12.236 M $ | 76621 | 2023/12/31 | 471.627 K $ | 3.96 % |
| 2026/03/31 | DHR | DANAHER CORPORATION | 1.26% | 11.811 M $ | 62163 | 2023/12/31 | -2.563 M $ | -17.15 % |
| 2026/03/31 | XLI | SELECT SECTOR SPDR TR | 1.22% | 11.373 M $ | 70320 | 2023/12/31 | 466.289 K $ | 4.26 % |
| 2026/03/31 | TMO | THERMO FISHER SCIENTIFIC INC | 1.04% | 9.695 M $ | 19705 | 2023/12/31 | -1.800 M $ | -15.16 % |
| 2026/03/31 | CB | CHUBB LIMITED | 1.03% | 9.646 M $ | 29507 | 2023/12/31 | 425.776 K $ | 4.41 % |
| 2026/03/31 | XLF | SELECT SECTOR SPDR TR | 1.00% | 9.336 M $ | 189103 | 2023/12/31 | -1.033 M $ | -9.86 % |
| 2026/03/31 | CVX | CHEVRON CORP NEW | 0.96% | 8.968 M $ | 43343 | 2023/12/31 | 2.374 M $ | 35.75 % |
| 2026/03/31 | XLK | SELECT SECTOR SPDR TR | 0.94% | 8.750 M $ | 65840 | 2023/12/31 | -743.848 K $ | -7.69 % |
| 2026/03/31 | WFC | WELLS FARGO CO NEW | 0.93% | 8.640 M $ | 108531 | 2023/12/31 | -1.514 M $ | -14.58 % |
| 2026/03/31 | MDLZ | MONDELEZ INTL INC | 0.89% | 8.289 M $ | 142572 | 2023/12/31 | 521.089 K $ | 7.01 % |
| 2026/03/31 | BA | BOEING CO | 0.87% | 8.126 M $ | 40826 | 2023/12/31 | -745.253 K $ | -8.33 % |
| 2026/03/31 | PEP | PEPSICO INC | 0.83% | 7.729 M $ | 49772 | 2023/12/31 | 599.234 K $ | 8.12 % |
| 2026/03/31 | MRK | MERCK & CO INC | 0.77% | 7.236 M $ | 59731 | 2023/12/31 | 954.134 K $ | 14.16 % |
| 2026/03/31 | CAT | CATERPILLAR INC | 0.76% | 7.051 M $ | 9953 | 2023/12/31 | 1.441 M $ | 23.67 % |
| 2026/03/31 | YUM | YUM BRANDS INC | 0.74% | 6.949 M $ | 44696 | 2023/12/31 | 190.369 K $ | 2.78 % |
| 2026/03/31 | VYM | VANGUARD WHITEHALL FDS | 0.74% | 6.895 M $ | 46554 | 2023/12/31 | 209.676 K $ | 3.19 % |
| 2026/03/31 | XLV | SELECT SECTOR SPDR TR | 0.72% | 6.762 M $ | 46124 | 2023/12/31 | -380.179 K $ | -5.29 % |
| 2026/03/31 | ADI | ANALOG DEVICES INC | 0.72% | 6.684 M $ | 21008 | 2023/12/31 | 1.009 M $ | 17.31 % |
| 2026/03/31 | QXO | QXO INC | 0.71% | 6.657 M $ | 342777 | 2025/09/30 | 42.846 K $ | 0.67 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.68% | 6.389 M $ | 13334 | 2023/12/31 | -330.175 K $ | -4.67 % |
| 2026/03/31 | CME | CME GROUP INC | 0.67% | 6.221 M $ | 21062 | 2023/12/31 | 472.057 K $ | 8.16 % |
| 2026/03/31 | EOG | EOG RES INC | 0.66% | 6.174 M $ | 42708 | 2023/12/31 | 1.565 M $ | 37.67 % |
| 2026/03/31 | RTX | RAYTHEON TECHNOLOGIES CORP | 0.65% | 6.070 M $ | 31470 | 2023/12/31 | 302.280 K $ | 5.18 % |
| 2026/03/31 | IWO | ISHARES TR | 0.61% | 5.716 M $ | 18215 | 2023/12/31 | -167.688 K $ | -2.85 % |
| 2026/03/31 | SBUX | STARBUCKS CORP | 0.60% | 5.621 M $ | 62737 | 2023/12/31 | 349.118 K $ | 6.39 % |
| 2026/03/31 | ABT | ABBOTT LABS | 0.58% | 5.446 M $ | 53044 | 2023/12/31 | -1.234 M $ | -18.05 % |
| 2026/03/31 | COST | COSTCO WHSL CORP NEW | 0.56% | 5.209 M $ | 5227 | 2023/12/31 | 731.058 K $ | 15.55 % |
| 2026/03/31 | IJK | ISHARES TR | 0.54% | 5.030 M $ | 49994 | 2023/12/31 | 182.497 K $ | 3.86 % |
| 2026/03/31 | COF | CAPITAL ONE FINL CORP | 0.54% | 5.009 M $ | 27459 | 2023/12/31 | -1.648 M $ | -24.73 % |
| 2026/03/31 | BIV | VANGUARD BD INDEX FDS | 0.52% | 4.889 M $ | 63350 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | GEV | GE VERNOVA INC | 0.50% | 4.680 M $ | 5358 | 2024/12/31 | 1.083 M $ | 33.56 % |
| 2026/03/31 | BIP | BROOKFIELD INFRAST PARTNERS | 0.50% | 4.659 M $ | 128975 | 2023/12/31 | 192.712 K $ | 3.97 % |
| 2026/03/31 | ECL | ECOLAB INC | 0.49% | 4.611 M $ | 17287 | 2023/12/31 | 60.882 K $ | 1.33 % |
| 2026/03/31 | LHX | L3HARRIS TECHNOLOGIES INC | 0.48% | 4.527 M $ | 13117 | 2023/12/31 | 680.237 K $ | 17.57 % |
| 2026/03/31 | CL | COLGATE PALMOLIVE CO | 0.47% | 4.411 M $ | 51758 | 2023/12/31 | 320.957 K $ | 7.86 % |
| 2026/03/31 | XLC | SELECT SECTOR SPDR TR | 0.47% | 4.408 M $ | 39765 | 2023/12/31 | -270.167 K $ | -5.83 % |
| 2026/03/31 | BLK | BLACKROCK INC | 0.47% | 4.356 M $ | 4530 | 2024/12/31 | -543.693 K $ | -10.15 % |
| 2026/03/31 | HD | HOME DEPOT INC | 0.46% | 4.327 M $ | 13156 | 2023/12/31 | -202.308 K $ | -4.42 % |
| 2026/03/31 | LMT | LOCKHEED MARTIN CORP | 0.46% | 4.320 M $ | 7148 | 2023/12/31 | 915.057 K $ | 24.96 % |
| 2026/03/31 | CATERPILLAR INC | 0.44% | 4.068 M $ | 121131 | 2024/12/31 | -216.391 K $ | -5.03 % | |
| 2026/03/31 | AES | AES CORP | 0.43% | 4.011 M $ | 284650 | 2023/12/31 | -71.253 K $ | -1.74 % |
| 2026/03/31 | IJR | ISHARES TR | 0.42% | 3.901 M $ | 31384 | 2023/12/31 | 123.437 K $ | 3.44 % |
| 2026/03/31 | KO | COCA COLA CO | 0.41% | 3.797 M $ | 49589 | 2023/12/31 | 309.885 K $ | 8.78 % |
| 2026/03/31 | PG | PROCTER AND GAMBLE CO | 0.41% | 3.790 M $ | 26239 | 2023/12/31 | 30.612 K $ | 0.79 % |
| 2026/03/31 | PH | PARKER-HANNIFIN CORP | 0.40% | 3.717 M $ | 4152 | 2023/12/31 | 69.206 K $ | 1.85 % |
| 2026/03/31 | XLY | SELECT SECTOR SPDR TR | 0.39% | 3.625 M $ | 33261 | 2023/12/31 | -348.226 K $ | -8.73 % |
| 2026/03/31 | EPD | ENTERPRISE PRODS PARTNERS L | 0.38% | 3.556 M $ | 93967 | 2023/12/31 | 602.137 K $ | 18.03 % |
| 2026/03/31 | BX | BLACKSTONE INC | 0.37% | 3.410 M $ | 29653 | 2023/12/31 | -1.210 M $ | -25.40 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.36% | 3.349 M $ | 5853 | 2023/12/31 | -583.174 K $ | -13.33 % |
| 2026/03/31 | MAR | MARRIOTT INTL INC NEW | 0.36% | 3.347 M $ | 10233 | 2023/12/31 | 176.933 K $ | 5.42 % |
| 2026/03/31 | VB | VANGUARD INDEX FDS | 0.36% | 3.331 M $ | 12717 | 2023/12/31 | 46.718 K $ | 1.54 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.35% | 3.307 M $ | 3595 | 2023/12/31 | -570.843 K $ | -14.41 % |
| 2026/03/31 | ORCL | ORACLE CORP | 0.34% | 3.159 M $ | 21473 | 2023/12/31 | -1.067 M $ | -24.52 % |
| 2026/03/31 | BAC | BANK AMERICA CORP | 0.34% | 3.144 M $ | 64492 | 2023/12/31 | -445.743 K $ | -11.36 % |
| 2026/03/31 | VO | VANGUARD INDEX FDS | 0.32% | 3.031 M $ | 10554 | 2023/12/31 | -29.633 K $ | -1.05 % |
| 2026/03/31 | VOE | VANGUARD INDEX FDS | 0.32% | 2.958 M $ | 16051 | 2023/12/31 | 110.746 K $ | 3.90 % |
| 2026/03/31 | BAM | BROOKFIELD ASSET MANAGMT LTD | 0.31% | 2.890 M $ | 65015 | 2023/12/31 | -507.961 K $ | -15.16 % |
| 2026/03/31 | MCD | MCDONALDS CORP | 0.30% | 2.844 M $ | 9151 | 2023/12/31 | 47.750 K $ | 1.69 % |
| 2026/03/31 | LH | LABCORP HOLDINGS INC | 0.30% | 2.810 M $ | 10533 | 2024/06/30 | 174.337 K $ | 6.35 % |
| 2026/03/31 | UNH | UNITEDHEALTH GROUP INC | 0.30% | 2.805 M $ | 10365 | 2023/12/31 | -596.033 K $ | -18.03 % |
| 2026/03/31 | PNC | PNC FINL SVCS GROUP INC | 0.30% | 2.767 M $ | 13298 | 2023/12/31 | -8.508 K $ | -0.31 % |
| 2026/03/31 | AVGO | AVAGO TECHNOLOGIES LTD | 0.29% | 2.671 M $ | 8630 | 2023/12/31 | -311.490 K $ | -10.57 % |
| 2026/03/31 | BN | BROOKFIELD CORP | 0.27% | 2.525 M $ | 62398 | 2023/12/31 | -355.134 K $ | -11.81 % |
| 2026/03/31 | ABBV | ABBVIE INC | 0.26% | 2.474 M $ | 11376 | 2023/12/31 | -133.078 K $ | -4.81 % |
| 2026/03/31 | NOW | SERVICENOW INC | 0.26% | 2.424 M $ | 23188 | 2023/12/31 | -810.342 K $ | -31.75 % |
| 2026/03/31 | BALL | BALL CORP | 0.26% | 2.413 M $ | 40814 | 2023/12/31 | 255.000 K $ | 11.59 % |
| 2026/03/31 | SNOW | SNOWFLAKE INC | 0.25% | 2.372 M $ | 15729 | 2025/03/31 | -997.736 K $ | -31.25 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 0.25% | 2.334 M $ | 4044 | 2023/12/31 | -154.238 K $ | -6.04 % |
| 2026/03/31 | UNP | UNION PAC CORP | 0.24% | 2.282 M $ | 9404 | 2023/12/31 | 105.349 K $ | 4.89 % |
| 2026/03/31 | SPY | SPDR S&P 500 ETF TR | 0.24% | 2.251 M $ | 3451 | 2023/12/31 | -110.087 K $ | -4.62 % |
| 2026/03/31 | VOT | VANGUARD INDEX FDS | 0.23% | 2.170 M $ | 8433 | 2023/12/31 | -185.040 K $ | -7.81 % |
| 2026/03/31 | XLP | SELECT SECTOR SPDR TR | 0.23% | 2.168 M $ | 26442 | 2023/12/31 | 117.996 K $ | 5.54 % |
| 2026/03/31 | GNRC | GENERAC HLDGS INC | 0.23% | 2.144 M $ | 10975 | 2023/12/31 | 664.950 K $ | 43.24 % |
| 2026/03/31 | VGT | VANGUARD WORLD FDS | 0.23% | 2.130 M $ | 3052 | 2023/12/31 | -2.037 M $ | -88.43 % |
| 2026/03/31 | BSV | VANGUARD BD INDEX FDS | 0.22% | 2.010 M $ | 25639 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | CHKP | CHECK POINT SOFTWARE TECH LT | 0.21% | 1.989 M $ | 13922 | 2023/12/31 | -594.523 K $ | -23.02 % |
| 2026/03/31 | TSLA | TESLA INC | 0.21% | 1.968 M $ | 5294 | 2023/12/31 | -417.529 K $ | -17.34 % |
| 2026/03/31 | IYC | ISHARES TR | 0.21% | 1.937 M $ | 19986 | 2023/12/31 | -126.118 K $ | -6.02 % |
| 2026/03/31 | VTV | VANGUARD INDEX FDS | 0.21% | 1.918 M $ | 9774 | 2023/12/31 | 49.427 K $ | 2.73 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.20% | 1.880 M $ | 11082 | 2023/12/31 | 526.885 K $ | 40.98 % |
| 2026/03/31 | IVW | ISHARES TR | 0.20% | 1.851 M $ | 16367 | 2023/12/31 | -136.568 K $ | -8.23 % |