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
$301B
$3.71 Billion 0.35% of portfolio
51,395
Q1 2025 Reduced 4.46%
$68.3B
$3.53 Billion 0.34% of portfolio
103,301
Q1 2025 Added 2.56%
$124B
$3.43 Billion 0.33% of portfolio
7,675
Q1 2025 Reduced 1.04%
$718B
$3.51 Billion 0.33% of portfolio
4,254
Q1 2025 Added 1.67%
$27.2B
$3.47 Billion 0.33% of portfolio
15,222
Q1 2025 Reduced 3.95%
$181B
$3.52 Billion 0.33% of portfolio
10,659
Q1 2025 Added 0.85%
$41.9B
$3.39 Billion 0.32% of portfolio
16,200
Q1 2025 Added 1,270.56%
$229B
$3.23 Billion 0.31% of portfolio
10,332
Q1 2025 Added 0.48%
$348B
$2.97 Billion 0.28% of portfolio
71,150
Q1 2025 Reduced 0.85%
$85.9B
$2.68 Billion 0.25% of portfolio
4,406
Q1 2025 Reduced 4.32%
$142B
$2.61 Billion 0.25% of portfolio
11,050
Q1 2025 Added 3.97%
$336B
$2.56 Billion 0.24% of portfolio
12,203
Q1 2025 Added 7.3%
$70.7B
$2.53 Billion 0.24% of portfolio
14,382
Q1 2025 Added 0.63%
$89.7B
$2.54 Billion 0.24% of portfolio
15,194
Q1 2025 Added 6.36%
$16.5B
$2.45 Billion 0.23% of portfolio
47,027
Q1 2025 Reduced 1.6%
$455B
$2.37 Billion 0.23% of portfolio
19,893
Q1 2025 Reduced 1.86%
$205B
$2.36 Billion 0.22% of portfolio
2,964
Q1 2025 Added 281.47%
$4.43B
$2.1 Billion 0.2% of portfolio
53,820
Q1 2025 Reduced 28.6%
$128B
$1.97 Billion 0.19% of portfolio
6,421
Q1 2025 Reduced 1.0%
$17.1B
$1.85 Billion 0.18% of portfolio
4,032
Q1 2025 Reduced 3.75%
$494B
$1.78 Billion 0.17% of portfolio
1,905
Q1 2025 Added 4.44%
$1.01T
$1.77 Billion 0.17% of portfolio
6,844
Q1 2025 Added 4.92%
$203B
$1.83 Billion 0.17% of portfolio
5,870
Q1 2025 Reduced 86.1%
$102B
$1.69 Billion 0.16% of portfolio
27,775
Q1 2025 Added 4.79%
$37.2B
$1.63 Billion 0.16% of portfolio
5,775
Q1 2025 Reduced 0.47%
$8.12B
$1.72 Billion 0.16% of portfolio
13,546
Q1 2025 Reduced 6.14%
$57.8B
$1.59 Billion 0.15% of portfolio
10,850
Q1 2025 New
$14.4B
$1.61 Billion 0.15% of portfolio
20,054
Q1 2025 Reduced 0.1%
$201B
$1.54 Billion 0.15% of portfolio
15,568
Q1 2025 Reduced 3.64%
$61.7B
$1.62 Billion 0.15% of portfolio
2,555
Q1 2025 Reduced 0.16%
$433M
$1.45 Billion 0.14% of portfolio
172,551
Q2 2024 Reduced 0.01%
$147B
$1.5 Billion 0.14% of portfolio
7,101
Q1 2025 Reduced 1.17%
$147B
$1.51 Billion 0.14% of portfolio
4,042
Q1 2025 Added 0.75%
$38B
$1.41 Billion 0.13% of portfolio
14,209
Q1 2025 Reduced 37.58%
$171B
$1.21 Billion 0.12% of portfolio
7,877
Q1 2025 Added 6.36%
$202B
$1.3 Billion 0.12% of portfolio
2,379
Q1 2025 Added 9.18%
$8.05B
$1.11 Billion 0.11% of portfolio
4,910
Q1 2025 Added 20.97%
$83.1B
$1.15 Billion 0.11% of portfolio
7,859
Q1 2025 Added 10.04%
$153B
$1.16 Billion 0.11% of portfolio
16,378
Q1 2025 Added 5.18%
$253B
$1.18 Billion 0.11% of portfolio
19,180
Q1 2025 Added 3.8%
$70.6B
$1.04 Billion 0.1% of portfolio
9,462
Q1 2025 Added 1.04%
$69.7B
$1.1 Billion 0.1% of portfolio
3,187
Q1 2025 Added 1.3%
$16.5B
$1.07 Billion 0.1% of portfolio
12,483
Q1 2025 Added 3.12%
$14.8B
$1.05 Billion 0.1% of portfolio
18,541
Q1 2025 Added 1.59%
$63.5B
$916 Million 0.09% of portfolio
10,537
Q1 2025 Reduced 9.53%
$61.8B
$926 Million 0.09% of portfolio
4,493
Q1 2025 Reduced 0.73%
$169B
$965 Million 0.09% of portfolio
1,899
Q1 2025 Added 6.57%
$75.8B
$923 Million 0.09% of portfolio
3,388
Q1 2025 Added 1.71%
$343B
$989 Million 0.09% of portfolio
3,683
Q1 2025 Reduced 1.02%

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
Track This Portfolio

Track Tritonpoint Wealth, LLC Portfolio

Follow Tritonpoint Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tritonpoint Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tritonpoint Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email