Tritonpoint Wealth, LLC Portfolio Holdings

Tritonpoint Wealth, LLC

  • $1.05 Trillion
  • Q1 2025

Tritonpoint Wealth, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.05 Trillion distributed in 338 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $87.6B, Amazon Com Inc with a value of $34.2B, Vanguard Growth ETF with a value of $34.1B, Microsoft Corp with a value of $31.6B, and Jpmorgan Chase & CO with a value of $24B.

Examining the 13F form we can see an decrease of $54.4B in the current position value, from $1.1T to 1.05T.

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 $1.05 Trillion
ETFs: $266 Billion
Technology: $174 Billion
Financial Services: $131 Billion
Healthcare: $103 Billion
Consumer Cyclical: $92.8 Billion
Industrials: $76.6 Billion
Communication Services: $55.6 Billion
Consumer Defensive: $54.5 Billion
Other: $66.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$87.6 Billion 8.34% of portfolio
394,417
Q1 2025 Reduced 0.76%
$2.13T
$34.2 Billion 3.26% of portfolio
179,752
Q1 2025 Added 1.89%
$3.35T
$31.6 Billion 3.01% of portfolio
84,261
Q1 2025 Added 0.64%
$763B
$24 Billion 2.29% of portfolio
97,926
Q1 2025 Reduced 0.05%
$957B
$23.9 Billion 2.28% of portfolio
154,816
Q1 2025 Reduced 1.25%
$582B
$22.4 Billion 2.14% of portfolio
64,020
Q1 2025 Reduced 0.86%
$971B
$22.1 Billion 2.1% of portfolio
141,441
Q1 2025 Reduced 2.98%
$2.98B
$16.7 Billion 1.59% of portfolio
965,061
Q1 2025 Reduced 4.93%
$552B
$16.2 Billion 1.54% of portfolio
29,478
Q1 2025 Reduced 0.13%
$146B
$15.8 Billion 1.51% of portfolio
77,073
Q1 2025 Reduced 4.13%
$198B
$14.9 Billion 1.42% of portfolio
30,092
Q1 2025 Reduced 1.03%
$403B
$13.8 Billion 1.32% of portfolio
83,385
Q1 2025 Reduced 0.79%
$12.6B
$13.3 Billion 1.27% of portfolio
123,801
Q1 2025 Reduced 1.32%
$25.8B
$13.3 Billion 1.26% of portfolio
75,602
Q1 2025 Reduced 0.9%
$263B
$12.7 Billion 1.21% of portfolio
144,501
Q1 2025 Reduced 0.72%
$90.2B
$11.1 Billion 1.06% of portfolio
162,317
Q1 2025 Added 2.68%
$153B
$10.6 Billion 1.0% of portfolio
86,658
Q1 2025 Reduced 1.35%
$120B
$10.3 Billion 0.98% of portfolio
34,106
Q1 2025 Reduced 0.98%
$169B
$10.3 Billion 0.98% of portfolio
20,647
Q1 2025 Reduced 0.38%
$284B
$9.86 Billion 0.94% of portfolio
137,410
Q1 2025 Reduced 0.8%
$204B
$9.02 Billion 0.86% of portfolio
99,543
Q1 2025 Reduced 9.18%
$694B
$8.57 Billion 0.82% of portfolio
16,083
Q1 2025 Added 1.57%
$277B
$8.57 Billion 0.82% of portfolio
51,226
Q1 2025 Added 3.8%
$76.7B
$8.29 Billion 0.79% of portfolio
46,229
Q1 2025 Reduced 0.87%
$118B
$8.24 Billion 0.78% of portfolio
48,326
Q1 2025 Added 1.61%
$66.8B
$8.18 Billion 0.78% of portfolio
63,790
Q1 2025 Added 2.07%
$181B
$8.1 Billion 0.77% of portfolio
54,017
Q1 2025 Added 2.22%
$386B
$7.54 Billion 0.72% of portfolio
20,585
Q1 2025 Reduced 0.04%
$231B
$7.61 Billion 0.72% of portfolio
57,387
Q1 2025 Added 0.07%
$97.4B
$7.48 Billion 0.71% of portfolio
76,228
Q1 2025 Added 1.28%
$354B
$7.39 Billion 0.7% of portfolio
14,115
Q1 2025 Reduced 1.5%
$41.8B
$7.24 Billion 0.69% of portfolio
45,993
Q1 2025 Reduced 0.66%
$450B
$6.6 Billion 0.63% of portfolio
6,974
Q1 2025 Added 0.63%
$424B
$6.51 Billion 0.62% of portfolio
46,561
Q1 2025 Reduced 0.21%
$97.2B
$6.08 Billion 0.58% of portfolio
22,905
Q1 2025 Reduced 4.5%
$74.4B
$5.51 Billion 0.52% of portfolio
58,852
Q1 2025 Added 0.83%
$381B
$5.35 Billion 0.51% of portfolio
31,409
Q1 2025 Reduced 2.3%
$192B
$5.11 Billion 0.49% of portfolio
38,569
Q1 2025 Added 2.38%
$1.41B
$5.07 Billion 0.48% of portfolio
100,915
Q1 2025 Reduced 0.79%
$75.8B
$4.93 Billion 0.47% of portfolio
29,936
Q1 2025 Reduced 9.25%
$72.5B
$4.89 Billion 0.47% of portfolio
19,245
Q1 2025 Reduced 1.09%
$106B
$4.69 Billion 0.45% of portfolio
33,548
Q1 2025 Reduced 2.07%
$7.93B
$4.55 Billion 0.43% of portfolio
366,683
Q1 2025 Added 19.49%
$1.25T
$4.54 Billion 0.43% of portfolio
7,870
Q1 2025 Added 3.31%
$14.6B
$4.52 Billion 0.43% of portfolio
151,593
Q1 2025 Reduced 3.78%
$88.3B
$4.25 Billion 0.4% of portfolio
17,850
Q1 2025 Reduced 1.22%
$289B
$4.05 Billion 0.39% of portfolio
15,089
Q1 2025 Added 1.06%
$115B
$3.99 Billion 0.38% of portfolio
19,796
Q1 2025 Reduced 0.28%
$184B
$3.82 Billion 0.36% of portfolio
9,959
Q1 2025 Added 512.86%

Summary

  • Portfolio
  • No. of Stocks 338
  • Current Value $1.05 Trillion
  • Prior Value $1.1 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 154 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 139 stocks
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