Titelia

Holdings of TRITONPOINT WEALTH, LLC

251 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 36.6 % of the equity sleeve

Sector breakdown

  • Technology 17.9 %
  • Financials 11.1 %
  • Industrials 9.2 %
  • Communication 8.8 %
  • Health care 8.7 %
  • Consumer discretionary 8.1 %
  • Funds 5.5 %
  • Consumer staples 5.4 %
  • Energy 1.3 %
  • Materials 0.5 %
  • Real estate 0.1 %
  • Utilities 0.1 %
  • Unattributed 23.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • DE 0.0 %
  • GB 0.0 %
  • TW 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US248905.8M $99.88 %
2DE1448.9K $0.05 %
3GB1380.5K $0.04 %
4TW1243.1K $0.03 %

Positions

RankCompanySharesValueWeight
101Netflix Inc 15,4911.5M $
102Vanguard Total Stock Market ETF 4,4891.4M $
103Vanguard International Dividend Appreciation ETF 15,7701.4M $
104Honeywell International Inc 6,1041.4M $
105iShares Core MSCI EAFE ETF 14,9751.4M $
106Domino's Pizza Inc 3,5861.3M $
107GXO Logistics Inc 24,4821.3M $
108iShares Core S&P Mid-Cap ETF 18,7771.3M $
109Emerson Electric Co. 9,4641.2M $
110Bristol-Myers Squibb Co 19,9961.2M $
111J P Morgan Exchange Traded Fund Trust 20,9691.2M $
112United Parcel Service Inc 11,7241.2M $
113iShares S&P Small-Cap 600 Growth ETF 7,8971.1M $
114ISHARES TRUST 13,9021.1M $
115Cisco Systems, Inc. 14,0911.1M $
116iShares Trust 7,3301.1M $
117Select Sector Spdr Trust 16,8511M $
118Akamai Technologies Inc 8,8351M $
119VanEck Semiconductor ETF 2,463944.5K $
120General Electric Co 3,183904.8K $
121State Street SPDR S&P MidCap 400 ETF Trust 1,457900.8K $
122Walt Disney Co/The 9,276894K $
123Zoetis Inc 7,440879.5K $
124Automatic Data Processing Inc 4,199860.2K $
125American Express Co 2,758834.4K $
126Stryker Corp 2,511827.1K $
127ConocoPhillips 6,226821.8K $
128J P Morgan Exchange Traded Fund Trust 14,681815.1K $
129Pfizer Inc 28,974813.6K $
1303M Co 5,530803.1K $
131Goldman Sachs Group Inc/The 932788.5K $
132FedEx Corp 2,073741.4K $
133Berkshire Hathaway Inc 1718.1K $
134State Street SPDR S&P 600 Smal 7,347709.9K $
135Kinder Morgan, Inc. 20,982703.5K $
136Palantir Technologies Inc 4,804702.7K $
137Agilent Technologies Inc 6,147702.2K $
138Micron Technology Inc 2,046691.5K $
139Williams Cos Inc/The 9,373682.2K $
140Marathon Petroleum Corp 2,727665.9K $
141American International Group Inc 8,732657.1K $
142Intercontinental Exchange Inc 4,161654.4K $
143Dell Technologies Inc 3,922643.7K $
144CSX Corp 14,914612.2K $
145Invesco S&P 500 Equal Weight ETF 3,187611.6K $
146International Business Machines Corp. 2,467597.9K $
147Atlantic Union Bankshares Corp 16,714597.4K $
148Morgan Stanley 3,603592.9K $
149SPDR Gold Shares 1,366587.8K $
150Schwab US Broad Market ETF 23,412587.6K $
151Simon Property Group Inc 3,138585.3K $
152Copart Inc 17,492580.7K $
153Leidos Holdings Inc 3,712577.3K $
154iShares Russell 2000 ETF 2,308572.5K $
155Applied Materials Inc 1,668570.1K $
156ALLIANCEBERNSTEIN HOLDING LP 14,466541.6K $
157Regeneron Pharmaceuticals, Inc. 681526.2K $
158Philip Morris International Inc. 3,139523.6K $
159Carlyle Group Inc/The 10,525509.3K $
160NextEra Energy Inc 5,452506.4K $
161Energy Transfer LP 26,229506.2K $
162Schwab U.S. Small-Cap ETF 17,403506.1K $
163Amgen Inc 1,434504.5K $
164ONEOK Inc 5,556502.2K $
165Markel Group Inc 262501.5K $
166M&T Bank Corp 2,415499.3K $
167iShares National Muni Bond ETF 4,697498.6K $
168Tyler Technologies Inc 1,447495.4K $
169Advanced Micro Devices Inc 2,419492.1K $
170Citigroup Inc 4,302487.9K $
171KLA Corp 326480K $
172EastGroup Properties Inc 2,500466.6K $
173iShares Trust 2,176464.9K $
174Cummins Inc 861463.2K $
175First Trust Exchange-Traded Fund 2,280457.9K $
176SAP SE 2,622448.9K $
177iShares Trust 10,452444.2K $
178McKesson Corp 509440.9K $
179iShares U.S. Financials ETF 3,727438.5K $
180Bank of New York Mellon Corp/The 3,595426.4K $
181Lowe's Cos Inc 1,804426.2K $
182iShares U.S. Financial Services ETF 4,874403.8K $
183Nasdaq Inc 4,627392.8K $
184iShares Trust 3,023387.3K $
185iShares MSCI All Country Asia 4,020387.1K $
186T-Mobile US Inc 1,827383.8K $
187Shell PLC 4,091380.5K $
188First Citizens BancShares Inc/NC 201378.8K $
189Tompkins Financial Corp 4,736373.4K $
190Phillips 66 2,015367.2K $
191Amphenol Corp 2,876364.1K $
192Verizon Communications Inc 7,249363.9K $
193iShares Russell 1000 Growth ETF 852363.3K $
194AT&T Inc 11,935346K $
195Allstate Corp/The 1,624338.4K $
196Snap-on Inc 928337.1K $
197Deere & Co 593335K $
198iShares Trust 8,000334.8K $
199Gilead Sciences Inc 2,397334.1K $
200QUALCOMM Inc 2,571331.1K $