Tritonpoint Wealth, LLC Portfolio Holdings
Tritonpoint Wealth, LLC
- $1.09 Trillion
- Q3 2024
Tritonpoint Wealth, LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.09 Trillion distributed in 330 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $91.4B, Microsoft Corp with a value of $36B, Amazon Com Inc with a value of $33.8B, Vanguard Growth ETF with a value of $29.3B, and Alphabet Inc. with a value of $26.3B.
Examining the 13F form we can see an increase of $55.5B in the current position value, from $1.04T to 1.09T.
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
$1.09 Trillion
ETFs: $267 Billion
Technology: $198 Billion
Financial Services: $121 Billion
Healthcare: $119 Billion
Consumer Cyclical: $96.3 Billion
Industrials: $87.1 Billion
Communication Services: $58.5 Billion
Consumer Defensive: $58.5 Billion
Other: $73.7 Billion
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 330
- Current Value $1.09 Trillion
- Prior Value $1.04 Trillion
- Filing
- Period Q3 2024
- Filing Date October 28, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 25 stocks
- Additional Purchases 139 stocks
- Sold out of 0 stocks
- Reduced holdings in 123 stocks