Tritonpoint Wealth, LLC Portfolio Holdings

Tritonpoint Wealth, LLC

  • $1.1 Trillion
  • Q4 2024

Tritonpoint Wealth, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.1 Trillion distributed in 332 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $99.5B, Amazon Com Inc with a value of $38.7B, Microsoft Corp with a value of $35.3B, Vanguard Growth ETF with a value of $32.2B, and Alphabet Inc. with a value of $29.7B.

Examining the 13F form we can see an increase of $10.6B in the current position value, from $1.09T to 1.1T.

Tritonpoint Wealth, LLC is based out at Chevy Chase, MD

Below you can find more details about Tritonpoint Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.1 Trillion
ETFs: $274 Billion
Technology: $201 Billion
Financial Services: $126 Billion
Healthcare: $106 Billion
Consumer Cyclical: $99.4 Billion
Industrials: $85 Billion
Communication Services: $66.7 Billion
Consumer Defensive: $52.6 Billion
Other: $63 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.93T
$99.5 Billion 9.01% of portfolio
397,450
Q4 2024 Reduced 0.94%
$2.33T
$38.7 Billion 3.5% of portfolio
176,420
Q4 2024 Reduced 1.75%
$3.04T
$35.3 Billion 3.19% of portfolio
83,721
Q4 2024 Reduced 0.5%
$1.11T
$29.7 Billion 2.69% of portfolio
156,773
Q4 2024 Reduced 2.2%
$1.14T
$27.8 Billion 2.51% of portfolio
145,785
Q4 2024 Added 1.91%
$811B
$23.5 Billion 2.13% of portfolio
97,975
Q4 2024 Reduced 2.61%
$578B
$20.4 Billion 1.85% of portfolio
64,578
Q4 2024 Reduced 1.98%
$150B
$18.5 Billion 1.67% of portfolio
80,395
Q4 2024 Reduced 0.58%
$16.8B
$16.5 Billion 1.49% of portfolio
125,456
Q4 2024 Reduced 2.98%
$2.86B
$16.4 Billion 1.48% of portfolio
1,015,121
Q4 2024 Reduced 2.98%
$210B
$15.9 Billion 1.44% of portfolio
30,406
Q4 2024 Reduced 2.74%
$539B
$15.5 Billion 1.41% of portfolio
29,516
Q4 2024 Reduced 2.27%
$244B
$14.9 Billion 1.34% of portfolio
42,224
Q4 2024 Reduced 1.83%
$28.4B
$14.3 Billion 1.3% of portfolio
76,287
Q4 2024 Reduced 0.87%
$282B
$13.2 Billion 1.19% of portfolio
145,556
Q4 2024 Reduced 4.33%
$346B
$12.7 Billion 1.15% of portfolio
94,777
Q4 2024 Reduced 1.81%
$210B
$11 Billion 0.99% of portfolio
109,601
Q4 2024 Reduced 0.81%
$208B
$10.8 Billion 0.98% of portfolio
20,725
Q4 2024 Added 2.67%
$144B
$10.6 Billion 0.96% of portfolio
87,843
Q4 2024 Reduced 2.19%
$304B
$9.73 Billion 0.88% of portfolio
138,523
Q4 2024 Reduced 3.78%
$83.4B
$9.52 Billion 0.86% of portfolio
158,080
Q4 2024 Reduced 5.06%
$110B
$9.55 Billion 0.86% of portfolio
34,445
Q4 2024 Reduced 3.43%
$110B
$8.42 Billion 0.76% of portfolio
47,559
Q4 2024 Reduced 29.05%
$77.6B
$8.32 Billion 0.75% of portfolio
46,636
Q4 2024 Reduced 3.41%
$84.8B
$8.09 Billion 0.73% of portfolio
64,132
Q4 2024 Added 40.08%
$198B
$8.11 Billion 0.73% of portfolio
52,842
Q4 2024 Reduced 5.53%
$419B
$8.01 Billion 0.73% of portfolio
20,594
Q4 2024 Reduced 5.5%
$470B
$7.78 Billion 0.7% of portfolio
46,661
Q4 2024 Reduced 2.92%
$75.8B
$7.66 Billion 0.69% of portfolio
62,494
Q4 2024 Reduced 6.25%
$490B
$7.25 Billion 0.66% of portfolio
14,330
Q4 2024 Reduced 2.48%
$304B
$7.15 Billion 0.65% of portfolio
49,349
Q4 2024 Reduced 1.81%
$624B
$7.18 Billion 0.65% of portfolio
15,835
Q4 2024 Reduced 5.08%
$129B
$6.87 Billion 0.62% of portfolio
75,266
Q4 2024 Reduced 0.26%
$229B
$6.49 Billion 0.59% of portfolio
57,348
Q4 2024 Added 1.13%
$474B
$6.35 Billion 0.57% of portfolio
6,930
Q4 2024 Reduced 4.18%
$1.58B
$6.13 Billion 0.56% of portfolio
101,718
Q4 2024 Added 3.25%
$42.1B
$6.21 Billion 0.56% of portfolio
46,298
Q4 2024 Reduced 0.43%
$117B
$5.91 Billion 0.53% of portfolio
34,258
Q4 2024 Added 2.94%
$88.2B
$5.71 Billion 0.52% of portfolio
23,985
Q4 2024 Reduced 1.32%
$386B
$5.39 Billion 0.49% of portfolio
32,149
Q4 2024 Reduced 4.27%
$73.7B
$5.37 Billion 0.49% of portfolio
32,989
Q4 2024 Reduced 6.29%
$71.8B
$5.31 Billion 0.48% of portfolio
58,367
Q4 2024 Reduced 1.77%
$92B
$5.04 Billion 0.46% of portfolio
18,071
Q4 2024 Reduced 8.12%
$327B
$5 Billion 0.45% of portfolio
14,930
Q4 2024 Added 2.7%
$15B
$5.01 Billion 0.45% of portfolio
157,555
Q4 2024 Reduced 2.09%
$75.4B
$4.57 Billion 0.41% of portfolio
19,457
Q4 2024 Reduced 0.05%
$1.66T
$4.46 Billion 0.4% of portfolio
7,618
Q4 2024 Added 4.59%
$180B
$4.36 Billion 0.39% of portfolio
37,674
Q4 2024 Reduced 1.54%
$110B
$4.22 Billion 0.38% of portfolio
19,851
Q4 2024 Reduced 3.37%

Summary

  • Portfolio
  • No. of Stocks 332
  • Current Value $1.1 Trillion
  • Prior Value $1.09 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 21 stocks
  • Additional Purchases 107 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 162 stocks
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