CIK 2008171
TRITONPOINT WEALTH, LLC
Institutional 13F holdings & portfolio
Holdings
272
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 272
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ICE | INTERCONTINENTAL EXCHANGE INC | 4K | $500K+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 829 | $500K+ | SH |
| ET | ENERGY TRANSFER L P | 39K | $500K+ | SH |
| SAP | SAP SE | 3K | $500K+ | SH |
| CG | CARLYLE GROUP INC | 11K | $500K+ | SH |
| MS | MORGAN STANLEY | 3K | $500K+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 23K | $500K+ | SH |
| SO | SOUTHERN CO | 7K | $500K+ | SH |
| COP | CONOCOPHILLIPS | 6K | $500K+ | SH |
| SLB | SCHLUMBERGER LTD | 16K | $500K+ | SH |
| OKE | ONEOK INC NEW | 8K | $500K+ | SH |
| AUB | ATLANTIC UN BANKSHARES CORP | 17K | $500K+ | SH |
| GLD | SPDR GOLD TR | 1K | $500K+ | SH |
| KMI | KINDER MORGAN INC DEL | 21K | $500K+ | SH |
| IWM | ISHARES TR | 2K | $500K+ | SH |
| MKL | MARKEL GROUP INC | 262 | $500K+ | SH |
| WMB | WILLIAMS COS INC | 9K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC | 2K | $500K+ | SH |
| CSX | CSX CORP | 15K | $500K+ | SH |
| QCOM | QUALCOMM INC | 3K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 3K | $500K+ | SH |
| IYF | ISHARES TR | 4K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 2K | $500K+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 17K | $100K–$500K | SH |
| MDYG | SPDR SER TR | 5K | $100K–$500K | SH |
| SNA | SNAP ON INC | 1K | $100K–$500K | SH |
| MTB | M & T BK CORP | 2K | $100K–$500K | SH |
| DELL | DELL TECHNOLOGIES INC | 4K | $100K–$500K | SH |
| C | CITIGROUP INC | 4K | $100K–$500K | SH |
| AMGN | AMGEN INC | 1K | $100K–$500K | SH |
| FBT | FIRST TR EXCHANGE-TRADED FD | 2K | $100K–$500K | SH |
| HEFA | ISHARES TR | 11K | $100K–$500K | SH |
| IYG | ISHARES TR | 5K | $100K–$500K | SH |
| EGP | EASTGROUP PPTYS INC | 3K | $100K–$500K | SH |
| CMI | CUMMINS INC | 868 | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 3K | $100K–$500K | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 5K | $100K–$500K | SH |
| FCNCA | FIRST CTZNS BANCSHARES INC N | 201 | $100K–$500K | SH |
| NDAQ | NASDAQ INC | 4K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 516 | $100K–$500K | SH |
| LOW | LOWES COS INC | 2K | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 4K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 5K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 2K | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 2K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 3K | $100K–$500K | SH |
| TMUS | T-MOBILE US INC | 2K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 4K | $100K–$500K | SH |
| IHF | ISHARES TR | 8K | $100K–$500K | SH |