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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$34.1 Billion 3.25% of portfolio
92,045
Q1 2025 Added 17.49%
$0
$21.1 Billion 2.0% of portfolio
40,968
Q1 2025 Reduced 0.57%
$0
$15.3 Billion 1.45% of portfolio
108,746
Q1 2025 Reduced 2.96%
$0
$11.5 Billion 1.1% of portfolio
231,038
Q1 2025 Added 6.6%
$0
$10.8 Billion 1.03% of portfolio
19,204
Q1 2025 Reduced 6.45%
$0
$9.51 Billion 0.91% of portfolio
72,570
Q1 2025 Added 2.66%
$0
$9.03 Billion 0.86% of portfolio
61,859
Q1 2025 Added 12.0%
$0
$7.54 Billion 0.72% of portfolio
36,499
Q1 2025 Reduced 1.2%
$0
$6.41 Billion 0.61% of portfolio
79,715
Q1 2025 Added 2.43%
$0
$5.94 Billion 0.57% of portfolio
23,258
Q1 2025 Added 0.13%
$0
$5.93 Billion 0.56% of portfolio
45,961
Q1 2025 Reduced 1.04%
$0
$5.28 Billion 0.5% of portfolio
50,461
Q1 2025 Reduced 4.61%
$0
$4.96 Billion 0.47% of portfolio
64,802
Q1 2025 Added 0.0%
$0
$4.75 Billion 0.45% of portfolio
62,828
Q1 2025 Reduced 3.61%
$0
$4.75 Billion 0.45% of portfolio
92,964
Q1 2025 Added 25.57%
$0
$4.34 Billion 0.41% of portfolio
52,102
Q1 2025 Reduced 0.18%
$0
$4.13 Billion 0.39% of portfolio
42,871
Q1 2025 Added 0.94%
$0
$4.12 Billion 0.39% of portfolio
113,650
Q1 2025 Reduced 9.72%
$0
$3.98 Billion 0.38% of portfolio
14,496
Q1 2025 Added 0.36%
$0
$3.77 Billion 0.36% of portfolio
38,150
Q1 2025 Reduced 16.79%
$0
$3.48 Billion 0.33% of portfolio
17,612
Q1 2025 Reduced 0.82%
$0
$3.38 Billion 0.32% of portfolio
6,033
Q1 2025 Reduced 4.93%
$0
$2.72 Billion 0.26% of portfolio
50,453
Q1 2025 Reduced 3.26%
$0
$2.78 Billion 0.26% of portfolio
11,358
Q1 2025 Reduced 1.11%
$0
$2.6 Billion 0.25% of portfolio
27,767
Q1 2025 Reduced 23.06%
$0
$2.59 Billion 0.25% of portfolio
33,098
Q1 2025 Reduced 1.95%
$0
$2.65 Billion 0.25% of portfolio
16,527
Q1 2025 Reduced 6.79%
$0
$2.49 Billion 0.24% of portfolio
30,529
Q1 2025 Reduced 1.58%
$0
$2.53 Billion 0.24% of portfolio
5,379
Q1 2025 Added 5.16%
$0
$2.55 Billion 0.24% of portfolio
55,687
Q1 2025 Added 197.51%
$0
$2.27 Billion 0.22% of portfolio
10,256
Q1 2025 Added 45.04%
$0
$2.36 Billion 0.22% of portfolio
13,683
Q1 2025 Added 6.14%
$0
$2.13 Billion 0.2% of portfolio
8,459
Q1 2025 Added 1.63%
$0
$2.08 Billion 0.2% of portfolio
22,299
Q1 2025 Reduced 44.76%
$0
$2.05 Billion 0.2% of portfolio
92,946
Q4 2024 Added 199.83%
$0
$1.97 Billion 0.19% of portfolio
10,574
Q1 2025 Reduced 13.15%
$0
$2.04 Billion 0.19% of portfolio
21,763
Q1 2025 Reduced 5.56%
$0
$1.97 Billion 0.19% of portfolio
22,271
Q1 2025 Added 0.32%
$0
$1.89 Billion 0.18% of portfolio
7,302
Q1 2025 Added 66.11%
$0
$1.73 Billion 0.17% of portfolio
16,758
Q1 2025 Added 88.12%
$0
$1.7 Billion 0.16% of portfolio
3,132
Q1 2025 Added 19.0%
$0
$1.59 Billion 0.15% of portfolio
30,374
Q1 2025 Reduced 0.4%
$0
$1.24 Billion 0.12% of portfolio
9,495
Q1 2025 Added 0.91%
$0
$1.31 Billion 0.12% of portfolio
15,770
Q2 2024 Reduced 9.31%
$0
$1.25 Billion 0.12% of portfolio
21,349
Q1 2025 Reduced 1.06%
$0
$1.11 Billion 0.11% of portfolio
13,373
Q1 2025 Added 0.3%
$0
$1.15 Billion 0.11% of portfolio
38,348
Q1 2025 Reduced 1.5%
$0
$1.13 Billion 0.11% of portfolio
3,135
Q1 2025 Reduced 5.43%
$0
$1.19 Billion 0.11% of portfolio
13,405
Q4 2024 Reduced 0.15%

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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