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
$29.1B
$378 Million 0.04% of portfolio
204
Q1 2025 Reduced 1.92%
$23.9B
$371 Million 0.04% of portfolio
9,186
Q1 2025 Reduced 17.19%
$26.8B
$368 Million 0.04% of portfolio
4,035
Q1 2025 Reduced 2.32%
$78.8B
$395 Million 0.04% of portfolio
6,184
Q1 2025 Added 11.0%
$54.7B
$398 Million 0.04% of portfolio
1,915
Q1 2025 Reduced 9.5%
$7.69B
$380 Million 0.04% of portfolio
2,287
Q1 2025 Reduced 10.63%
$215B
$422 Million 0.04% of portfolio
3,616
Q1 2025 Added 6.45%
$26.1B
$454 Million 0.04% of portfolio
6,208
Q1 2025 Added 3.11%
$79.5B
$408 Million 0.04% of portfolio
1,847
Q1 2025 Added 7.63%
$91.1B
$269 Million 0.03% of portfolio
11,831
Q1 2025 Added 11.13%
$298B
$282 Million 0.03% of portfolio
426
Q1 2025 Added 35.24%
$8.44B
$329 Million 0.03% of portfolio
5,149
Q1 2025 Reduced 7.54%
$177B
$310 Million 0.03% of portfolio
1,728
Q1 2025 Added 19.75%
$192B
$365 Million 0.03% of portfolio
12,892
Q1 2025 Added 22.49%
$4.87B
$265 Million 0.03% of portfolio
8,000
Q4 2023 New
$37.7B
$330 Million 0.03% of portfolio
1,645
Q1 2025 Added 6.27%
$46.6B
$293 Million 0.03% of portfolio
935
Q1 2025 Added 2.63%
$150B
$362 Million 0.03% of portfolio
769
Q1 2025 Added 13.42%
$145B
$312 Million 0.03% of portfolio
4,393
Q1 2025 Added 50.96%
$35.7B
$341 Million 0.03% of portfolio
4,566
Q1 2025 Added 1.69%
$13.5B
$292 Million 0.03% of portfolio
3,249
Q1 2025 Reduced 0.43%
$128B
$282 Million 0.03% of portfolio
1,038
Q1 2025 Added 3.9%
$174B
$278 Million 0.03% of portfolio
3,809
Q1 2025 New
$147B
$335 Million 0.03% of portfolio
3,324
Q1 2025 Added 9.34%
$46.2B
$317 Million 0.03% of portfolio
4,378
Q1 2025 Added 11.2%
$62.8B
$269 Million 0.03% of portfolio
1,016
Q1 2025 Added 7.17%
$175B
$286 Million 0.03% of portfolio
2,785
Q1 2025 Added 36.12%
$50.2B
$264 Million 0.03% of portfolio
4,014
Q1 2025 Added 9.25%
$108B
$339 Million 0.03% of portfolio
499
Q1 2025 Added 20.53%
$54.7B
$287 Million 0.03% of portfolio
1,863
Q1 2025 Added 15.36%
$100B
$269 Million 0.03% of portfolio
3,097
Q1 2025 Added 20.09%
$12.6B
$266 Million 0.03% of portfolio
4,153
Q1 2025 Reduced 6.74%
$102B
$263 Million 0.03% of portfolio
4,308
Q1 2025 Added 14.64%
$11.4B
$335 Million 0.03% of portfolio
12,395
Q1 2025 Added 0.36%
$19.3B
$275 Million 0.03% of portfolio
5,291
Q1 2025 Reduced 8.63%
$55.4B
$269 Million 0.03% of portfolio
1,134
Q1 2025 Added 12.06%
$5.86B
$318 Million 0.03% of portfolio
3,377
Q1 2025 Reduced 18.17%
$12.6B
$294 Million 0.03% of portfolio
922
Q1 2025 Reduced 12.02%
$40.8B
$335 Million 0.03% of portfolio
3,244
Q1 2025 Added 12.17%
$3.04B
$267 Million 0.03% of portfolio
8,551
Q4 2024 New
$317M
$297 Million 0.03% of portfolio
28,072
Q4 2023 New
$17.4B
$335 Million 0.03% of portfolio
994
Q1 2025 Added 7.11%
$145B
$356 Million 0.03% of portfolio
2,452
Q1 2025 Reduced 10.9%
$181B
$298 Million 0.03% of portfolio
6,574
Q1 2025 Added 10.06%
$113B
$293 Million 0.03% of portfolio
604
Q1 2025 Added 15.93%
$74B
$246 Million 0.02% of portfolio
1,218
Q1 2025 Reduced 19.55%
$153B
$216 Million 0.02% of portfolio
5,848
Q1 2025 Reduced 18.19%
$11.9B
$256 Million 0.02% of portfolio
2,484
Q1 2025 Reduced 9.8%
$206B
$249 Million 0.02% of portfolio
54
Q1 2025 Added 8.0%

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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